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Collection Procedures Institute

Collection Procedures Institute

Monday, September 29 - Tuesday, September 30, 2025

Monterey, CA

Sessions Include:

8:00 AM - 11:30 AM

Module I: Team Collections

This module will lay the foundation for understanding collections with a focus on the team approach to managing the process. Topics include:

  • Fiduciary responsibility
  • Collective bargaining agreements and collection procedures
  • Administrative processes and best practices
  • Delinquency committees
  • Case study exercise.

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12:30 PM - 4:00 PM

Module II: Collections Process and Professionals

This module will focus on the collections process and the professionals who help you manage your collections program. Topics include:

  • Payroll audits
  • Lawyers and the litigation process
  • Case study exercise.

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8:00 AM - 11:30 AM

Module III: Unique Collection Issues

This module will address unique collections issues that need special consideration. Topics include:

  • Beyond the signatory employer
  • Bankruptcy
  • Withdrawal liability
  • Unique payroll challenges
  • Case study exercise.

Downloads

You must be logged in as a registered attendee to view handouts.
Please log in.

12:30 PM - 4:00 PM

Download Brochure

2025 Brochure