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International Foundation of Employee Benefit Plans
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Collection Procedures Institute

Monday, November 14 - Tuesday, November 15, 2022
Hyatt Regency Miami, Miami, FL
Collection Procedures Institute


 

Skip Navigation LinksIFEBP > Education > Schedule > Collection Procedures Institute

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. 

Topics/Agenda

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Monday November 14, 2022
8:00-11:30 a.m. ET
Module I: Team Collections
8:00-11:30 a.m. ET

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

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
Panelist
Jacquelyn K. Coyle, CFE, CPA
Partner
Novak Francella, LLC
Paula D. Allphin
Panelist
Paula D. Allphin
Plan Manager
BeneSys Administrators
Philip R. O
Panelist
Philip R. O'Brien, Esq.
Attorney-Shareholder, Employee Benefits
Reinhart Boerner Van Deuren s.c.
Philip R. Vivirito
Panelist
Philip R. Vivirito
Principal
WithumSmith+Brown, PC
Stephen J. O
Panelist
Stephen J. O'Sick, CEBS
Executive Director
New York Labor Health Care Alliance, Inc.
Travis J. Ketterman, GBA
Panelist
Travis J. Ketterman, GBA
Partner
McGann, Ketterman & Rioux
Tuesday November 15, 2022
8:00-11:30 a.m. ET
Module III: Unique Collection Issues
8:00-11:30 a.m. ET

This module will address some unique issues that arise relating to collections 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
Panelist
Jacquelyn K. Coyle, CFE, CPA
Partner
Novak Francella, LLC
Paula D. Allphin
Panelist
Paula D. Allphin
Plan Manager
BeneSys Administrators
Philip R. O
Panelist
Philip R. O'Brien, Esq.
Attorney-Shareholder, Employee Benefits
Reinhart Boerner Van Deuren s.c.
Philip R. Vivirito
Panelist
Philip R. Vivirito
Principal
WithumSmith+Brown, PC
Stephen J. O
Panelist
Stephen J. O'Sick, CEBS
Executive Director
New York Labor Health Care Alliance, Inc.
Travis J. Ketterman, GBA
Panelist
Travis J. Ketterman, GBA
Partner
McGann, Ketterman & Rioux
12:30-4:00 p.m. ET
Module IV: Securing Payment and Wrap-Up
12:30-4:00 p.m. ET

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
Panelist
Jacquelyn K. Coyle, CFE, CPA
Partner
Novak Francella, LLC
Paula D. Allphin
Panelist
Paula D. Allphin
Plan Manager
BeneSys Administrators
Philip R. O
Panelist
Philip R. O'Brien, Esq.
Attorney-Shareholder, Employee Benefits
Reinhart Boerner Van Deuren s.c.
Philip R. Vivirito
Panelist
Philip R. Vivirito
Principal
WithumSmith+Brown, PC
Stephen J. O
Panelist
Stephen J. O'Sick, CEBS
Executive Director
New York Labor Health Care Alliance, Inc.
Travis J. Ketterman, GBA
Panelist
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

  • Paula D. Allphin Plan Manager BeneSys Administrators
  • 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 Executive Director New York Labor Health Care Alliance, Inc.
  • Philip R. Vivirito Principal WithumSmith+Brown, PC

Speakers

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 www.cebs.org/compliance for additional information.

​COVID-19 Safety Protocols

We’re excited to be bringing this meeting back to an in-person experience. See our safety protocol for details.

Policies
View our registration policies.


Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 10/10/2022 US $1,325.00 US $1,545.00
After 10/10/2022 US $1,625.00 US $1,845.00
 
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