Collection Procedures Institute—Session Schedule, Speakers and Handouts

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Session handouts will be available to registered attendees Thursday, September 19 through Tuesday, November 19.

Show Date:  

Wednesday, September 25

8:00 AM – 9:15 AM

CL01  Team Collections

Jacquelyn K. Coyle, CFE, CPA Panelist
Partner
Novak Francella, LLC
Philadelphia, PA

Paula D. Allphin Panelist
Client Services Executive
Zenith American Solutions
Mokena, IL

Philip R. O'Brien, Esq. Panelist
Attorney-Shareholder, Employee Benefits
Reinhart Boerner Van Deuren s.c.
Milwaukee, WI

Philip R. Vivirito Panelist
Principal
WithumSmith+Brown, PC
Bethesda, MD

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

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

Travis J. Ketterman, GBA Panelist
Partner
McGann, Ketterman & Rioux
Chicago, IL

This session will set the stage for the entire conference by introducing you to the accountants, auditors, administrators and attorneys who guide you in the collections process. Learn about who does what, as well as: • Fiduciary responsibility • Players, roles, interactions • Collection policy –– Policies you should have ––Misdirected fund policies. (#4—Collections)

9:30 AM – 10:45 AM

CL02  Your Collections Process

Paula D. Allphin Co-Speaker
Client Services Executive
Zenith American Solutions
Mokena, IL

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

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

This session will provide an overview and implementation of the typical collections process. Topics include: • Structural procedures and processes you should have • Collective bargaining agreements, participation agreements and project labor agreements • Remittance process • Arbitration • Delinquency committees. (#4—Collections)

11:00 AM – 12:15 PM

CL03  Administrative Operations

Paula D. Allphin Co-Speaker
Client Services Executive
Zenith American Solutions
Mokena, IL

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

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

This session will focus on the operational aspects of administering your collections program, including: • Administrative role (self or third-party administration) • Data access and security • Notifications of delinquency • Sample documents • Non-disclosure agreements. (#4—Collections)

1:15 PM – 2:30 PM

CL04  Making Your Payroll Auditing More Efficient

Jacquelyn K. Coyle, CFE, CPA Co-Speaker
Partner
Novak Francella, LLC
Philadelphia, PA

Philip R. Vivirito Co-Speaker
Principal
WithumSmith+Brown, PC
Bethesda, MD

Efficient payroll audits require a solid process and memorialized policies. In this session, we will focus on: • Alternatives in audit selection • Communications during the audit process • Writing reports faster • Questions you should ask • Different options for who does payroll auditing • What to expect from your auditor. (#4—Collections)

2:45 PM – 4:00 PM

CL05  Your Guide to Collection Litigation

Philip R. O'Brien, Esq. Co-Speaker
Attorney-Shareholder, Employee Benefits
Reinhart Boerner Van Deuren s.c.
Milwaukee, WI

Travis J. Ketterman, GBA Co-Speaker
Partner
McGann, Ketterman & Rioux
Chicago, IL

At the end of the day, it’s all about collecting benefit payments, and sometimes that means litigation. This session will cover: • Litigation procedures • Mediation tactics • Settlements • Consent judgment and payment schedule. (#4—Collections)