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Collection Procedures Institute

Collection Procedures Institute

Monday, September 29 - Tuesday, September 30, 2025

Hyatt Regency Monterey Hotel & Spa,
Monterey, CA

Sessions Include:

Module I: Team Collections

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 agreements and collection procedures
  • Administrative processes and best practices
  • Delinquency committees
  • Case study exercise.
Module II: Collections Process and Professionals

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

  • Payroll audits
  • Lawyers and the litigation process
  • Case study exercise.
Module III: Unique Collection Issues

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

  • Beyond the signatory employer
  • Bankruptcy
  • Withdrawal liability
  • Unique payroll challenges
  • Case study exercise.
Module IV: Securing Payment and Wrap-Up

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

  • Settlements
  • Post-judgment collection actions
  • Case study wrap-up exercise
  • Open forum.

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