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Institute for Apprenticeship, Training and Education Programs–Sessions and Handouts

Session handouts were available to registered attendees from Wednesday, January 11 through Monday, March 6. Please contact edprog@ifebp.org if you have questions or need assistance.

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Monday, January 16

7:30 AM – 8:45 AM

ATE01  Keynote Presentation: The Impact of Changing Demographics: A Framework for Action

David W. DeLong, Ph.D. Speaker
President
Smart Workforce Strategies
Concord, MA

Todd G. Helfrich Moderator
President and Chief Executive Officer
Eastern Contractors Association, Inc.
Albany, NY

Changing demographics are an ongoing challenge for apprenticeship programs across the United States and Canada. How do you pass along institutional knowledge while identifying the next generation of apprentices? • Where are the workers of the future? • Motivation initiatives • Generational issues • Communication preferences • Technology • Social media • Maintaining institutional knowledge (#14—Keynote)

9:00 AM – 10:15 AM

ATE02  Best Practices in Apprentice Recruitment

Barbara L. Strachan Panelist
Director, Workforce Development Services
Associated General Contractors (AGC) of Michigan
Lansing, MI

Carl F. Cimino Moderator
Director of Training
Pipe Trades Training Center for Santa Clara and San Benito Counties
San Jose, CA

James St. John Panelist
Business Manager/Financial Secretary
Central Ontario Building Trades
Toronto, ON

Sally B. Corbin Panelist
Chief Executive Officer, Owner and Founder
Union Services Agency/USA Digital Media Services
Lansing, MI

Apprenticeship programs provide a path to a meaningful career. How can your program effectively communicate this message to potential candidates? Topics addressed include: • Career pathways • What qualities do you look for in an apprentice? • Marketing and communication strategies • Strategic partnerships • What’s working? (#3—Training and Education)

10:30 AM – 11:45 AM

ATE03  Best Practices in Job Training and Apprenticeship Retention

Adine O. Forman Panelist
Executive Director
Hospitality Training Academy
Los Angeles, CA

Dr. John S. Gaal, Ed.D., CEA, MCCTE Panel Facilitator
Director, Training and Workforce Development
St. Louis-Kansas City Carpenters' Regional Council
St. Louis, MO

Sean W. Strickland Panelist
Chief Executive Officer
Ontario Construction Secretariat (OCS)
Toronto, ON

Programs expend significant resources recruiting and training their apprentices. Return on investment can only be realized when they are retained and become effective journeyworkers. What strategies can be used to complete this cycle? This session will address: • Why don’t they stay? • Effective use of apprentices • Garnering support from stakeholders • Increasing program completion rates • The impact of scholarship loan agreements • Apprentice tracking and other metrics. (#3—Training and Education)

1:15 PM – 2:30 PM

ATE04  Fiduciary Responsibilities in U.S. Apprenticeship Plans

Paul O. Catenacci Speaker
Partner
Novara Tesija, P.L.L.C.
Southfield, MI

Rachel R. Parisi, CEBS Moderator
Attorney
Ledbetter Parisi LLC
Dayton, OH

(U.S. specific session) Apprenticeship funds are subject to a number of extensive fiduciary requirements. It is imperative that everyone associated with these programs understand the fiduciary principles that guide their operation. Specific elements that will be addressed include: • Understanding your fiduciary responsibility • The legal framework of apprenticeship programs • Essential trust documents • Becoming a priority at fund meetings • Prohibited transactions to avoid • Managing your professionals. (#8—Fiduciary Responsibility)

ATE05  Fiduciary Responsibilities in Canadian Apprenticeship Plans

Kevin Bryenton Moderator
General Vice President, International Association of Bridge, Structural, Ornamental and Reinforcing Iron Workers; President, Iron Workers District Council of Ontario
Peterborough, ON

Raymond A. Mitchell Speaker
Legal Counsel
IUPAT District Council 39
Halifax, NS

(Canadian specific session) • What are a trustee’s responsibilities to apprentices? Employers? The union? • Areas of potential liability—actions and omissions that can result in a claim • Can trustees rely on third-party agents and service providers to protect against potential liability? • How can trustees protect themselves and the fund from liability exposure? (#8—Fiduciary Responsibility)

2:45 PM – 4:00 PM

ATE06  Running Your U.S. Training Fund as a Business

John E. Donahue, J.D., Ed.D. Moderator
Director
IBEW-NECA Technical Institute
Alsip, IL

Lawrence R. Beebe, CPA Co-Speaker
Partner
Bond Beebe, Accountants and Advisors
Bethesda, MD

Scott T. Hart Co-Speaker
Chief Financial Officer
International Union of Operating Engineers Local 324
Bloomfield Hills, MI

(U.S. specific session) Apprenticeship plans should operate as a business to achieve all of their training objectives. A number of key topics will be addressed, including: • Audit procedures • Budgets and cash flows • Compliance with state regulations • Data breaches • Governance and other essential documents • Essential policies • Importance of meeting minutes • Insurance • Investments • Strategic planning • Actions plan sponsors can take. (#3—Training and Education)

ATE07  Running Your Canadian Training Fund as a Business

Cristina Selva Moderator
Executive Director
College of Carpenters and Allied Trades Inc.
Woodbridge, ON

Jeffrey C. Baldwin, B.B.A. (Hons.), GBA, CA, CPA Speaker
President
BPA Financial Group
Mississauga, ON

(Canadian specific session) Apprenticeship plans should operate as a business to achieve all of their training objectives. A number of key topics will be addressed, including: • Audit procedures • Budgets and cash flows • Compliance with provincial regulations • Data breaches • Governance and other essential documents • Essential policies • Importance of meeting minutes • Insurance • Strategic planning. (#3—Training and Education)