Collections United States Webcast

Working Together: Collection Procedures

Free to International Foundation and ISCEBS members.

Join this webcast to gain a clear understanding of each stakeholder’s role and how aligned policies and procedures can reduce delinquencies, improve compliance and protect fund assets. The session will highlight practical, real-world best practices and demonstrate how structured communication can significantly enhance efficiency and accountability. At the end of this session, attendees will be able to:

• Clarify roles of attorneys, fund administrators and accountants in collections
• Identify key policies that support compliant processes
• Understand the value and impact of regular delinquency meetings
• Apply best practices and strengthen collaboration to improve collection outcomes.

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  Philip O'Brien, Esq.

  Attorney-Shareholder, Employee Benefits

  Reinhart Boerner Van Deuren s.c.

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  Travis Ketterman, CEBS

  Partner

  McGann, Ketterman & Rioux

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  Jacquelyn Coyle, CFE, CPA

  Partner

  Novak Francella, LLC

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  Stephen O'Sick, CEBS, CEBS Compliant

  Executive Director

  New York Labor Health Care Alliance

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  Laura Rudibaugh

  Plan Manager

  BeneSys, Inc.