Collection Procedures Institute

Wednesday, September 25 - Thursday, September 26, 2019
The Westin Copley Place Boston, Boston, MA


The overall financial health of a fund is imperative to its longevity, and collecting the benefit payments that are due is a complex process. The Collection Procedures Institute will provide you with the information you need to fulfill your fiduciary responsibility to collect benefit payments. This conference will present best practices, trends, legal and legislative updates, and the opportunity to network with those who are dealing with the same challenges.

Make the most of your time away! Attend Construction Industry Benefits Conference September 23-24, 2019— register and save with discount code CONST19.

2019 Topics

  • ​Team Collections
  • Your Collections Process
  • Administrative Operations
  • Making Your Payroll Auditing More Efficient
  • Your Guide to Collection Litigation
  • Beyond the Signatory Employer
  • What's New in Payroll Auditing
  • Legal Trends in Collections
  • Unique Collections Cases—You Be the Judge
  • Mock Delinquency Meetings—Tackling the Agenda
  • Collections Wrap-Up—Answering Your Questions

The Collection Procedures Institute is critical if you plan to have a necessary knowledge of current legal and trustee issues.

Timothy S. MackeyLabor Trustee, Local 1414

​Benefits of Attending

  • Come away with takeaway items for action.
  • Receive sample documents, checklists and other prototypes.
  • Learn from your peers in networking and interactive sessions.
  • Learn from experts what best practices are being implemented.
  • Hear how recent key legal decisions impact your plans.

Who Should Attend

This conference has been created for trustees of multiemployer plans from both small and large funds in all industries, payroll auditors and collection coordinators, administrators, certified public accountants, attorneys, salaried administrators, third-party administrators and administrative staff.


Speakers will be announced soon.

​2019 Speakers

Paula D. Allphin
Client Services Executive
Zenith American Solutions

Jacquelyn K. Coyle, CFE, CPA
Novak Francella, LLC

Travis J. Ketterman, GBA
McGann, Ketterman & Rioux

Philip R. O'Brien, Esq.
Employee Benefits
Reinhart Boerner Van Deuren s.c.

Stephen J. O'Sick, GBA
Fund Administrator
Bricklayers and Allied
Craftworkers Local #2,
New York Joint Benefits Funds

Philip R. Vivirito
WithumSmith+Brown, PC

​Accompanying Educational Program

Construction Industry Benefits Conference

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Continuing Education

Programs sponsored by the International Foundation of Employee Benefit Plans are consistently accepted for credit by agencies governing continuing education for license renewal and professional recertification.

For additional information, visit our continuing education (CE) web page or contact us by phone at (262) 786-6710, option 2.

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

Registration Information

Register early and save!

DISCOUNT FOR ATTENDING BOTH the Collection Procedures Institute and the Construction Industry Benefits Conference. Use code Const19 when registering.

Registration Information
  Member Nonmember

Through 8/12/2019 US $1,250.00 US $1,470.00
After 8/12/2019 US $1,550.00 US $1,770.00