Institute for Apprenticeship, Training and Education Programs

Monday, January 20 - Wednesday, January 22, 2020
Westin Mission Hills Golf Resort & Spa, Rancho Mirage, CA


Apprenticeship programs continue to grow in popularity as North America confronts a significant skills shortage and the increasing cost of postsecondary education. The Institute for Apprenticeship, Training and Education Programs provides education on effective trust fund management and best practices in U.S. and Canadian apprenticeship programs. Receive clarity on the complex issues surrounding an effective registered apprenticeship program. 

Register by December 9, 2019 to Save US$300!


Most sessions will be designed to address the common elements of apprenticeship programs in the U.S. and Canada. Sessions for 2020 include:

  • The Future of Apprenticeship Programs
  • Strategic Planning to Drive Success
  • The Business Side of Apprenticeship Programs
  • Lessons from the German Apprenticeship Tour
  • Finding Fraud and Abuse in Your Program
  • Fiduciary Refresher
  • Maximizing Classroom Time and Learning
  • Supporting the Financial Literacy, Health and Wellness of Your Apprentices
  • Positive Jobsite Culture
  • Engaging Your Apprentices
  • QPR Training
  • Dealing with Behavioral Issues
  • Introduction to Designing a Curriculum for Trustees
  • Workforce Development Activities
  • Promoting and Marketing Apprenticeships and Careers in the Trades

“This conference can save your trust from making mistakes that can cost large amounts of money and time. By far the most valuable conference I attend each year to avoid mistakes and reduce risks.”

Ryan BradtPuget Sound Electrical JATC

Benefits of Attending

  • Learn best practices in the management of your fund and running your training program.
  • Understand legal and regulatory requirements.
  • Identify ideas and opportunities by networking with peers who face similar challenges.
  • Receive valuable written resource materials.

Who Should Attend

The Institute is designed specifically to the needs and interests of stakeholders involved in training and education funds in both the United States and Canada:

  • Trustees
  • Training trust fund members

  • Union/employer association representatives

  • Administrative staff

  • Training directors, coordinators and instructors

  • Plan professionals

  • Joint Apprenticeship and Training Committee (JATC) members

  • Workforce development professionals and intermediaries

  • Public employees and others who provide services to training and education funds.


  • Jeffrey C. Baldwin, B.B.A. (Hons.), CEBS, CPA, CA President BPA Financial Group
  • j'Amey Bevan, M.A., RSE National Training Coordinator Boilermaker National Training Trust Fund
  • Paul O. Catenacci, Esq. Member Novara Tesija & Catenacci, PLLC
  • James K. Estabrook, Esq. Shareholder Lindabury, McCormick, Estabrook & Cooper, P.C.
  • Mark T. Firman Partner Davies Ward Phillips & Vineberg LLP
  • Dr. John S. Gaal, CEA, CPS, CWP Director of Training and Workforce Development (Retired) St. Louis-Kansas City Carpenters Regional Council
  • Jennifer E. Germaine, Esq. Chief Executive Officer and Founder Germaine Law Firm, PLLC
  • Peter Guzman Policy Associate Washington State Board for Community and Technical Colleges (SBCTC)
  • R. Lance Hogan, Ph.D. Professor Eastern Illinois University, Lumpkin College of Business and Technology
  • Valerie T. Hoyle Labor Commissioner State of Oregon
  • Mark L. Johnson, Ed.D. Professor Pittsburg State University
  • Moira J. Kelly President Kelly Consulting LLC
  • Michael A. Ledbetter, CEBS Partner Ledbetter Parisi LLC
  • Elizabeth E. Manzo, Esq. Shareholder Lindabury, McCormick, Estabrook & Cooper, P.C.
  • Michael Mazzuca Partner Koskie Minsky LLP
  • Joanna M. Pineda Chief Executive Officer and Chief Troublemaker Matrix Group International, Inc.
  • Scott M. Price, CPA Managing Partner-D.C. Office WithumSmith+Brown, PC
  • Luke J. Steinke, Ph.D. Professor Eastern Illinois University, Lumpkin College of Business and Technology
  • Matthew G. Waltz Chief Operating Officer WRTP/BIG STEP
  • Alexander J. Willis Chief Executive Officer Leadership Surge LLC
  • Mike Yorke President and Director of Public Affairs and Innovation Carpenters' District Council of Ontario


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

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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!

Registration Information
  Member Nonmember

Through 12/9/2019 US $1,550.00 US $1,880.00
After 12/9/2019 US $1,850.00 US $2,180.00