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Collection Procedures Institute

Monday, November 6 - Tuesday, November 7, 2023
Hilton Santa Monica, Santa Monica, CA
Collection Procedures Institute


 

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Collections are a critical and complex process that affects the overall financial health of your fund. 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 and legal and legislative updates. Benchmark your policies and procedures and network with those with similar challenges. 

Agenda

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Monday November 6, 2023
8:00-11:30 a.m. PT
Module I: Team Collections
8:00-11:30 a.m. PT

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
  • Administrative processes and best practices
  • Delinquency committees
  • Case study exercise.
Category: Collections
Jacquelyn K. Coyle, CFE, CPA
Instructor
Jacquelyn K. Coyle, CFE, CPA
Partner
Novak Francella, LLC
Paula D. Allphin
Instructor
Paula D. Allphin
Plan Manager
BeneSys Administrators
Philip R. O
Instructor
Philip R. O'Brien, Esq.
Attorney-Shareholder, Employee Benefits
Reinhart Boerner Van Deuren s.c.
Philip R. Vivirito
Instructor
Philip R. Vivirito
Principal, Payroll and Compliance Auditing
WithumSmith+Brown, PC
Stephen J. O
Instructor
Stephen J. O'Sick, CEBS
Executive Director
New York Labor Health Care Alliance, Inc.
Travis J. Ketterman, GBA
Instructor
Travis J. Ketterman, GBA
Partner
McGann, Ketterman & Rioux
12:30-4:00 p.m. PT
Module II: Collections Process and Professionals
12:30-4:00 p.m. PT

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

  • Payroll audits
  • The A-Team
  • Communications
  • Legal process
  • Judgment
  • Case study exercise.
Category: Collections
Jacquelyn K. Coyle, CFE, CPA
Instructor
Jacquelyn K. Coyle, CFE, CPA
Partner
Novak Francella, LLC
Paula D. Allphin
Instructor
Paula D. Allphin
Plan Manager
BeneSys Administrators
Philip R. O
Instructor
Philip R. O'Brien, Esq.
Attorney-Shareholder, Employee Benefits
Reinhart Boerner Van Deuren s.c.
Philip R. Vivirito
Instructor
Philip R. Vivirito
Principal, Payroll and Compliance Auditing
WithumSmith+Brown, PC
Stephen J. O
Instructor
Stephen J. O'Sick, CEBS
Executive Director
New York Labor Health Care Alliance, Inc.
Travis J. Ketterman, GBA
Instructor
Travis J. Ketterman, GBA
Partner
McGann, Ketterman & Rioux
Tuesday November 7, 2023
8:00-11:30 a.m. PT
Module III: Unique Collection Issues
8:00-11:30 a.m. PT

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

  • Beyond the signatory employer
  • Bankruptcy
  • Withdrawal liability
  • Lessons from recent collection litigation
  • Case study exercise.
Category: Collections
Jacquelyn K. Coyle, CFE, CPA
Instructor
Jacquelyn K. Coyle, CFE, CPA
Partner
Novak Francella, LLC
Paula D. Allphin
Instructor
Paula D. Allphin
Plan Manager
BeneSys Administrators
Philip R. O
Instructor
Philip R. O'Brien, Esq.
Attorney-Shareholder, Employee Benefits
Reinhart Boerner Van Deuren s.c.
Philip R. Vivirito
Instructor
Philip R. Vivirito
Principal, Payroll and Compliance Auditing
WithumSmith+Brown, PC
Stephen J. O
Instructor
Stephen J. O'Sick, CEBS
Executive Director
New York Labor Health Care Alliance, Inc.
Travis J. Ketterman, GBA
Instructor
Travis J. Ketterman, GBA
Partner
McGann, Ketterman & Rioux
12:30-4:00 p.m. PT
Module IV: Securing Payment and Wrap-Up
12:30-4:00 p.m. PT

This module will tie together the whole course and hone in on getting the money. Topics include:

  • Settlements
  • Post-judgment settlement actions
  • Case study wrap-up exercise
  • Open forum.
Category: Collections
Jacquelyn K. Coyle, CFE, CPA
Instructor
Jacquelyn K. Coyle, CFE, CPA
Partner
Novak Francella, LLC
Paula D. Allphin
Instructor
Paula D. Allphin
Plan Manager
BeneSys Administrators
Philip R. O
Instructor
Philip R. O'Brien, Esq.
Attorney-Shareholder, Employee Benefits
Reinhart Boerner Van Deuren s.c.
Philip R. Vivirito
Instructor
Philip R. Vivirito
Principal, Payroll and Compliance Auditing
WithumSmith+Brown, PC
Stephen J. O
Instructor
Stephen J. O'Sick, CEBS
Executive Director
New York Labor Health Care Alliance, Inc.
Travis J. Ketterman, GBA
Instructor
Travis J. Ketterman, GBA
Partner
McGann, Ketterman & Rioux

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

  • 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.

Speakers

Speakers

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

Continuing Education

Continuing Education credit for professions and designations MAY be available for attendance at live sessions. 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.

Educational sessions at this program can qualify for CEBS compliance credit. Visit www.cebs.org/compliance for additional information.

Policies
View our registration policies.


Registration Information

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Registration Information
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Through 9/25/2023 US $1,375.00 US $1,595.00
After 9/25/2023 US $1,675.00 US $1,895.00
 
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