Collection Procedures Institute

Monday, November 14 - Tuesday, November 15, 2022
Hyatt Regency Miami, Miami, FL
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
    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
    • Judgement
    • 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 & 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 judgement 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.

    Connect with usfacebook-icon-white-red.pngfacebook-icon-white-red.pngfacebook-icon-white-red.png #IFEBP

    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.


    ​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
    Our registration policies have changed. Learn more.


    Registration Information

    Register early and save!

    Registration Information
      Member Nonmember


    Through 10/3/2022 US $1,325.00 US $1,545.00
    After 10/3/2022 US $1,625.00 US $1,845.00
     
    ×

    In order to achieve a more secure and compliant experience, we no longer support Internet Explorer. Please use one of the browsers listed below:

    • Microsoft Edge
    • Google Chrome
    • Mozilla Firefox
    • Apple Safari

    View our system requirements for more details.