Collection Procedures Institute

Wednesday, November 10 - Thursday, November 11, 2021
Loews New Orleans Hotel, New Orleans, LA
Collection Procedures Institute

In this economic, legal and regulatory environment, you cannot afford to ignore your collections program. The Collection Procedures Institute is designed to provide the practical information you need to fulfill your fiduciary obligation to collect payments. Collections are a critical and complex process that affects the overall financial health of your fund. Register for this conference to hear expert professionals and practitioners share trends, legal and legislative updates and best practices so you can benchmark your policies and procedures and network with others who share similar challenges.

    • Available in person
    • Available virtually
    You must be a logged in registrant to access session handouts.

    No sessions match your selected criteria.

    Sessions will be announced soon.

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

    Timothy S. MackeyLabor Trustee, Local 1414

    ​Benefits of Attending

    • Leave with takeaway action items.
    • 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.


    • Paula D. Allphin Plan Manager BeneSys Administrators
    • Anthony S. Cacace Partner Proskauer LLP
    • Jacquelyn K. Coyle, CFE, CPA Partner Novak Francella, LLC
    • Travis J. Ketterman, GBA Partner McGann, Ketterman & Rioux
    • Philip R. O'Brien, Esq. Attorney-Shareholder, Employee Benefits Reinhart Boerner Van Deuren s.c.
    • Stephen J. O'Sick, CEBS Fund Administrator Bricklayers and Allied Craftworkers Local #2, New York Joint Benefits Funds
    • Michele R. Stafford, Esq. Partner Tucker Arensberg LLP
    • Philip R. Vivirito Principal WithumSmith+Brown, PC


    Speakers for the 2020 conference will be announced shortly. Please check back soon.

    Accompanying Educational Program

    Construction Industry Benefits Conference

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    Continuing Education

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

    Other Continuing Education Credit: Continuing Education credit for additional professions and designations MAY be available depending on profession/designation requirements. You must register for the program and request CE credit at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency. Note: Requests made for continuing education credit do not guarantee administration of credit. For further information on continuing education credit, please call (262) 786-6710, option 2.

    ​COVID-19 Preparations

    The safety of all conference participants is our top priority. We are committed to hosting our events in accordance with all Centers for Disease Control & Prevention (CDC) COVID-19 safety practices and guidelines as well as any requirements of the states, cities and venues where we host the meetings. We recognize that these protocols will evolve as needed, and we will communicate the specific guidelines as the conference draws near. Please visit our COVID-19 safety protocols for detailed information.

    The City of New Orleans has issued the following:
    • Mask mandate. Masks are required at indoor venues; accordingly, all attendees are required to wear a mask while attending this program.
    • Vaccine mandate. Proof of vaccination or a negative PCR test within the last 72 hours will be required to enter establishments throughout the city, including hotels, restaurants, gyms and other indoor venues.
    For details, please see the City of New Orleans latest information.  

    What this means for you as an attendee of the Collection Procedures Institute: A COVID-19 vaccination or negative COVID test is not required to participate in the conference or check-in to the hotel, however a vaccination card or negative COVID test will be necessary to enter the hotel restaurant/bar and other establishments throughout New Orleans. While in the hotel, masks are required in the meeting rooms, public areas and elevators. Learn more about the Loews safety protocols.

    Our registration policies have changed. Learn more.

    Registration Information

    Register early and save!

    Registration Information
      Member Nonmember

    Through 10/11/2021 US $1,280.00 US $1,500.00
    After 10/11/2021 US $1,580.00 US $1,800.00