Institute for Apprenticeship, Training and Education Programs

Monday, January 23 - Wednesday, January 25, 2023
Caribe Hilton, San Juan, PR
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As we emerge from the pandemic, demand for skilled workers continues to increase throughout North America, partly due to a focus on infrastructure investment and workforce development initiatives. At the same time, the high cost of postsecondary education and rising student loan debt are driving conversations about alternative pathways to prosperity. In this environment, the outlook for a career in the trades has never been brighter. But challenges remain for those who manage apprenticeship programs.

The Institute for Apprenticeship, Training and Education Programs provides education on effective trust fund management and best practices in United States and Canadian apprenticeship programs. This conference will address the current and relevant issues that are impacting your program, providing the clarity you need to plan for the future. Join your peers in Puerto Rico to learn from experts and share ideas, opportunities and lessons learned so you return with actionable plans to implement.


Topics/Agenda

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Monday January 23, 2023
7:30-8:45 a.m. Atlantic Time
How to Attract and Retain Young People to the Skilled Trades
7:30-8:45 a.m. Atlantic Time

Employment researcher and marketing research expert Dr. Jon Callegher will present a case for the right way to recruit and retain young people to skilled trades careers. The process begins by understanding what today’s Gen Zs and Millennials truly want for their lives. This involves a data-driven exploration of their emotional states, personality traits, core values, habits and behaviours.

The session will address:

  • The ways in which men and women need to be marketed to differently and why
  • How so-called “university-bound” traits are actually skilled trades traits
  • How mindsets among parents toward the trades have changed post-COVID-19
  • How and where to advertise the skilled trades to young people
  • The critical importance of providing youth with sustained mentorship
Category: Training and Education
Jon Callegher, Ph.D.
Speaker
Jon Callegher, Ph.D.
Executive Director
Job Talks
9:00-10:15 a.m. Atlantic Time
Legal, Legislative and Regulatory Update for Apprenticeship Plans
9:00-10:15 a.m. Atlantic Time

This session will survey the legal and legislative landscape for apprenticeship programs in the U.S. Topics include:

  • President’s Advisory Council on Apprenticeship
  • Future of IRAPs
  • EEO regulations
  • Immigration.
Category: Training and Education
James K. Estabrook, Esq.
Speaker
James K. Estabrook, Esq.
Shareholder
Lindabury, McCormick, Estabrook & Cooper, P.C.
9:00-10:15 a.m. Atlantic Time
The Changing Landscape of Apprenticeship Programs in Canada
9:00-10:15 a.m. Atlantic Time

2022 and 2023 will see a vast number of changes to apprenticeship training programs throughout Canada. This session will cover several new initiatives, including:

  • Federal Apprenticeship Service
  • Skilled Trades Ontario
  • Skilled Trades BC
  • Alberta Skilled Trades Act.
Category: Training and Education
Jackie Hammond
Co-Speaker
Jackie Hammond
Executive Director, Apprenticeship Delivery Support Services
Skilled Trades and Professions, Government of Alberta
Melissa  D. Young
Co-Speaker
Melissa D. Young
Registrar and Chief Executive Officer
Skilled Trades Ontario
Shelley Gray, ICD.D
Co-Speaker
Shelley Gray, ICD.D
Chief Executive Officer
SkilledTradesBC
10:30-11:45 a.m. Atlantic Time
Fiduciary Responsibility in Canadian Apprenticeship Programs
10:30-11:45 a.m. Atlantic Time

This session will help you understand your role as a fiduciary and how that responsibility plays out in running a training trust fund in Canada. Topics include:

  • Who a fiduciary is and what fiduciary responsibilities and obligations are
  • Legal framework and governance
  • The two-hat rule and prohibited transactions
  • Common fiduciary challenges for trustees of apprenticeship programs
  • Best practices
Category: Training and Education
Mark Zigler
Speaker
Mark Zigler
Senior Partner
Koskie Minsky LLP
10:30-11:45 a.m. Atlantic Time
Fiduciary Responsibility in U.S. Apprenticeship Programs
10:30-11:45 a.m. Atlantic Time

This session will help you understand the role of a fiduciary and what that means in the oversight of your apprenticeship program. This session will include:

  • Who a fiduciary is and what fiduciary responsibilities and obligations are
  • Legal framework, governing laws and documents
  • The two-hat rule and prohibited transactions
  • Common fiduciary challenges for trustees of apprenticeship programs
  • Recent and proposed legislation and regulations impacting apprenticeship programs
  • Implications for directors, coordinators and instructors
  • Best practices.
Category: Training and Education
Peter M. Rosene, Esq.
Speaker
Peter M. Rosene, Esq.
Shareholder
Reinhart Boerner Van Deuren s.c.
1:15-3:00 p.m. Atlantic Time
Positive Jobsite Culture (PJC) Training
1:15-3:00 p.m. Atlantic Time

PJC training was developed by the Pacific Northwest Carpenters Institute and its partners as a tool for apprentices, journey-level workers, foremen and superintendents. This session will cover:

  • Unconscious bias and how this can impact relationships with co-workers
  • The impact bullying and hazing can have on a person
  • Tools for knowing how to react in these situations
  • Barriers that prevent jobsites from functioning at a high level.
Category: Training and Education
Michael R. Hawes
Speaker
Michael R. Hawes
Executive Director
Pacific Northwest Carpenters Institute (PNCI)
1:15-3:00 p.m. Atlantic Time
Resilience and Thriving Workshop
1:15-3:00 p.m. Atlantic Time

Resilience is the process of bouncing back from adversity and continually learning and growing.

Resilience is about preparing for and learning from adversity. Most of life’s problems are not sudden and overt. They are small daily irritations, or triggers, that over time cause strain and exhaustion. Most adverse incidents that occur are preceded by these triggers.

Participants will learn a new system that integrates NWI’s Six Dimensions of Wellness model with the concepts of stress, resilience and thriving. By undertaking a daily practice of self-care, one can begin to serve as a supportive model for others.

Category: Training and Education
Dr. John S. Gaal, CHW, CPS, CWP
Speaker
Dr. John S. Gaal, CHW, CPS, CWP
Director, Worker Wellness Program
Missouri AFL-CIO
3:15-4:30 p.m. Atlantic Time
Addressing Suicide Prevention and Substance Abuse – Case Study and Sharing
3:15-4:30 p.m. Atlantic Time

This session will feature a case study on the Finishing Trades Institute’s Helping Hands Team and how this program addresses substance abuse and suicide prevention. The audience will also be asked to share examples of their own initiatives so everyone can benefit from each other’s experiences to address these critical issues.

Category: Training and Education
Chris Scheiblein
Co-Speaker
Chris Scheiblein
Director, Helping Hand Program
IUPAT
Thomas E. Pfundstein, Ph.D.
Co-Speaker
Thomas E. Pfundstein, Ph.D.
Director of Curriculum and Instruction
IUPAT Finishing Trades Institute
3:15-4:30 p.m. Atlantic Time
Building a Respectful, Diverse, Equitable and Inclusive Training Program – Part I
3:15-4:30 p.m. Atlantic Time

Diverse organizations are welcoming and profitable. Learn how to build a diverse and inclusive program, both in the classroom and on the jobsite, that leverages the talent throughout your stakeholder community. Key areas of discussion include how to:

  • Identify, prevent and address discrimination and harassment.
  • Understand the legal implications of discrimination, harassment, bullying and hazing
  • Recognize unconscious bias and understand how to create a culture of inclusion.
Category: Training and Education
Lauri A. Rollings
Speaker
Lauri A. Rollings
CEO
Lauri Rollings and Associates
Tuesday January 24, 2023
7:30-8:45 a.m. Atlantic Time
Risk Management for Apprenticeship Programs
7:30-8:45 a.m. Atlantic Time

This session will consider many of the exposures to risk for apprenticeship programs, with a focus on:

  • Operational risks
  • Reputational risks
  • Cybersecurity risks
  • Developing a process to identify and mitigate potential threats
  • Insurance coverage options.
Category: Training and Education
Sally B. Corbin, J.D.
Co-Speaker
Sally B. Corbin, J.D.
Senior Vice President, Director of Insurance Relations
Segal
Tom Faulconer, J.D., CFP®, CASL, CLU, ChFC, CPCU
Co-Speaker
Tom Faulconer, J.D., CFP®, CASL, CLU, ChFC, CPCU
Clinical Professor, Risk Management and Insurance
Butler University
9:00-10:15 a.m. Atlantic Time
Running Your Training Fund As a Business for Canadian Programs
9:00-10:15 a.m. Atlantic Time

This session will focus on the best practices of finance and operations management for apprenticeship programs. Topics discussed will include the following:

  • Strategic planning
  • Metrics
  • Financials
  • Audits
  • Internal controls
  • Fraud.
Category: Training and Education
Jeffrey C. Baldwin, B.B.A. (Hons.), CEBS, CPA, CA
Speaker
Jeffrey C. Baldwin, B.B.A. (Hons.), CEBS, CPA, CA
Senior Vice President and Principal
BPA Financial Group
9:00-10:15 a.m. Atlantic Time
Running Your Training Fund As a Business for U.S. Programs
9:00-10:15 a.m. Atlantic Time

This session will focus on the best practices of finance and operations management for apprenticeship programs. Topics discussed will include the following:

  • Strategic planning
  • Metrics
  • Financials
  • Audits
  • Internal controls
  • Fraud.
Category: Training and Education
Eric J. Wallin, CPA
Speaker
Eric J. Wallin, CPA
Partner
Legacy Professionals LLP
10:30-11:45 a.m. Atlantic Time
Cybersecurity Issues in Canada
10:30-11:45 a.m. Atlantic Time

According to StatsCanada, nearly 85% of organizations in Canada were affected by data breaches in 2021. Apprenticeship programs are not immune to this risk. This session will help you understand the current cybersecurity environment through discussion on a range of topics, including:

  • Latest on cybersecurity
  • Cyber-liability insurance
  • What does a breach look like? How do you recognize it? What do you do?
  • Penetration testing, monitoring tools and tests to help avoid cybersecurity fraud
  • What to know to fulfill your fiduciary obligations.
Category: Training and Education
David M. Veld, CPA, CA
Speaker
David M. Veld, CPA, CA
Partner
BDO Canada LLP
10:30-11:45 a.m. Atlantic Time
Cybersecurity Issues in the U.S.
10:30-11:45 a.m. Atlantic Time

Data breaches are too common, and apprenticeship programs are not immune to risk. This session will help you understand the current cybersecurity environment through discussion on a range of topics, including:

  • New DOL guidance
  • Cyberliability insurance
  • What does a breach look like? How do you recognize it? What do you do?
  • Penetration testing, monitoring tools and tests to help avoid cybersecurity fraud
  • Recent legal decisions involving ERISA plan data breaches
  • What to know to fulfill your fiduciary obligations.
Category: Training and Education
Michael A. Ledbetter, CEBS
Speaker
Michael A. Ledbetter, CEBS
Partner
Ledbetter Parisi LLC
1:15-2:30 p.m. Atlantic Time
Building a Respectful, Diverse, Equitable and Inclusive Training Program – Part II
1:15-2:30 p.m. Atlantic Time

This session will feature a panel discussion on reaching out to underrepresented communities and how to drive inclusiveness and equity in your programs.

Category: Training and Education
Kelly J. Lendsay, M.B.A., CAFM, ICD.D
Panelist
Kelly J. Lendsay, M.B.A., CAFM, ICD.D
President and Chief Executive Officer
Indigenous Works
Lorenzo Miles
Panelist
Lorenzo Miles
Training Director
Sheet Metal JATC of San Diego
Martha M. Henrickson, CEBS
Panelist
Martha M. Henrickson, CEBS
Attorney
Management Guidance, LLP
1:15-2:30 p.m. Atlantic Time
Closing the Skills Gap with Competency-Based Training
1:15-2:30 p.m. Atlantic Time

Occupational training programs should be designed to close the skills gap by effectively preparing learners for work. To do that, the training curriculum must meet the employer’s needs and produce learners who can successfully perform within the occupation. This session will feature an overview of the DACUM system of curriculum development, which includes:

  • Occupational analysis
  • Identification of the key competencies and skills
  • Sequencing skills
  • Alignment to successful performance.
Category: Training and Education
Luke J. Steinke, Ph.D.
Co-Speaker
Luke J. Steinke, Ph.D.
Professor
Eastern Illinois University, Lumpkin College of Business and Technology
R. Lance Hogan, Ph.D.
Co-Speaker
R. Lance Hogan, Ph.D.
Professor
Eastern Illinois University, Lumpkin College of Business and Technology
2:45-4:00 p.m. Atlantic Time
Engaging Your Apprentices in Health Care
2:45-4:00 p.m. Atlantic Time

Your apprentices have health care needs and perhaps very little experience with an employer-sponsored plan. Their needs will change over time as they become journeyworkers. This session will look at how some apprenticeship programs are engaging their apprentices in health care, including:

  • Responding to their current health care needs
  • Educating them on their plans
  • Delivering messages that matter.
Category: Training and Education
Randy H. Beall
Panelist
Randy H. Beall
Business Manager/FST
Atlanta & North Georgia Building Trades
Stephanie Patrick, FSA, MAAA
Panel Facilitator
Stephanie Patrick, FSA, MAAA
Senior Consulting Actuary
Horizon Actuarial Services, LLC
Terry Newsome, Jr.
Panelist
Terry Newsome, Jr.
Business Manager
Plumbers, Pipefitters & HVACR Technicians, Local Union 72
2:45-4:00 p.m. Atlantic Time
Evaluating The Effectiveness of Your Training Program
2:45-4:00 p.m. Atlantic Time

Too many programs only look at how well their training was received (reaction level) and whether apprentices are learning the material initially (learning). Most never check to see how well all the students applied it to the job (behavior) or the financial impact on the organization (results). In this session, Dr. Mark Johnson will use Kirkpatrick’s Evaluation Model to help participants learn how to use this model to evaluate (1) initial student learning, (2) training transfer, (3) instructor quality, (4) training program effectiveness, and (5) overall operational efficiency, including return on investment and financial impact on the organization.

Category: Training and Education
Mark L. Johnson, Ed.D.
Speaker
Mark L. Johnson, Ed.D.
Professor
Pittsburg State University
Wednesday January 25, 2023
7:30-8:45 a.m. Atlantic Time
The Value and Success of Pre-Apprenticeship Programs
7:30-8:45 a.m. Atlantic Time

This session will feature a look at how preapprenticeship programs can serve as an effective recruitment and readiness tool. Two programs will be highlighted, and the audience will also be invited to share their own best practices and experiences as part of the discussion.

Category: Training and Education
Kevin R. Johnson
Co-Speaker
Kevin R. Johnson
Director and CFO
Electrical Training Institute of San Diego & Imperial Counties
Matthew Bradley
Co-Speaker
Matthew Bradley
Ontario Youth Apprenticeship Program Coordinator
Toronto District School Board
9:00-10:15 a.m. Atlantic Time
Technology Tools That Drive Engagement
9:00-10:15 a.m. Atlantic Time

This session will focus on technology tools you can use to promote your apprenticeship program. Using a case study approach on how Helmets to Hardhats overhauled their outreach efforts, learn best practices to drive engagement. Topics include:

  • Website design
  • Integrating texting and email
  • Messaging
  • Metrics and outcomes
Category: Training and Education
Joanna M. Pineda
Co-Speaker
Joanna M. Pineda
Chief Executive Officer and Chief Troublemaker
Matrix Group International, Inc.
Martin F. Helms
Co-Speaker
Martin F. Helms
Executive Director
Helmets to Hardhats
10:30-11:45 a.m. Atlantic Time
Canadian Guided Open Forum
10:30-11:45 a.m. Atlantic Time

An open discussion of Canadian issues that are relevant to training trust funds, this session will provide a forum to address the most pressing issues that trustees, administrators, coordinators, instructors and directors grapple with in the current environment.

Category: Training and Education
Bradley Bauter
Panel Facilitator
Bradley Bauter
Director, Educational Programs—Canada
International Foundation of Employee Benefit Plans
David M. Veld, CPA, CA
Panelist
David M. Veld, CPA, CA
Partner
BDO Canada LLP
Jackie Hammond
Panelist
Jackie Hammond
Executive Director, Apprenticeship Delivery Support Services
Skilled Trades and Professions, Government of Alberta
Jon Callegher, Ph.D.
Panelist
Jon Callegher, Ph.D.
Executive Director
Job Talks
Kelly J. Lendsay, M.B.A., CAFM, ICD.D
Panelist
Kelly J. Lendsay, M.B.A., CAFM, ICD.D
President and Chief Executive Officer
Indigenous Works
Matthew Bradley
Panelist
Matthew Bradley
Ontario Youth Apprenticeship Program Coordinator
Toronto District School Board
Melissa  D. Young
Panelist
Melissa D. Young
Registrar and Chief Executive Officer
Skilled Trades Ontario
Shelley Gray, ICD.D
Panelist
Shelley Gray, ICD.D
Chief Executive Officer
SkilledTradesBC
10:30-11:45 a.m. Atlantic Time
U.S. Guided Open Forum
10:30-11:45 a.m. Atlantic Time

An open discussion of U.S. issues that are relevant to training trust funds, this session will provide a forum to address the most pressing issues that trustees, administrators, coordinators, instructors and directors grapple with in the current environment.

Category: Training and Education
Blake Parsons
Panelist
Blake Parsons
Director of Labor Relations
Sheet Metal, Air Conditioning and Roofing Contractors Association of Minnesota, North Dakota and South Dakota and the Dakotas Mechanical Contractors Association
Dr. John S. Gaal, CHW, CPS, CWP
Panel Facilitator
Dr. John S. Gaal, CHW, CPS, CWP
Director, Worker Wellness Program
Missouri AFL-CIO
Joanna M. Pineda
Panelist
Joanna M. Pineda
Chief Executive Officer and Chief Troublemaker
Matrix Group International, Inc.
Richard A. Williamson
Panelist
Richard A. Williamson
President
Bricklayers & Allied Craftworkers Local 3 NY

“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 Bradt Puget Sound Electrical JATC IBEW/NECA 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.




 
Image of an apprentice welder in action with text reading IS YOUR APPRENTICESHIP PROGRAM READY?
 
 
 
 
 
 
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Speakers

  • Jeffrey C. Baldwin, B.B.A. (Hons.), CEBS, CPA, CA Senior Vice President and Principal BPA Financial Group
  • Bradley Bauter Director, Educational Programs—Canada International Foundation of Employee Benefit Plans
  • Randy H. Beall Business Manager/FST Atlanta & North Georgia Building Trades
  • Matthew Bradley Ontario Youth Apprenticeship Program Coordinator Toronto District School Board
  • Jon Callegher, Ph.D. Executive Director Job Talks
  • Sally B. Corbin, J.D. Senior Vice President, Director of Insurance Relations Segal
  • James K. Estabrook, Esq. Shareholder Lindabury, McCormick, Estabrook & Cooper, P.C.
  • Tom Faulconer, J.D., CFP®, CASL, CLU, ChFC, CPCU Clinical Professor, Risk Management and Insurance Butler University
  • Dr. John S. Gaal, CHW, CPS, CWP Director, Worker Wellness Program Missouri AFL-CIO
  • Shelley Gray, ICD.D Chief Executive Officer SkilledTradesBC
  • Jackie Hammond Executive Director, Apprenticeship Delivery Support Services Skilled Trades and Professions, Government of Alberta
  • Michael R. Hawes Executive Director Pacific Northwest Carpenters Institute (PNCI)
  • Martin F. Helms Executive Director Helmets to Hardhats
  • Martha M. Henrickson, CEBS Attorney Management Guidance, LLP
  • R. Lance Hogan, Ph.D. Professor Eastern Illinois University, Lumpkin College of Business and Technology
  • Mark L. Johnson, Ed.D. Professor Pittsburg State University
  • Kevin R. Johnson Director and CFO Electrical Training Institute of San Diego & Imperial Counties
  • Michael A. Ledbetter, CEBS Partner Ledbetter Parisi LLC
  • Kelly J. Lendsay, M.B.A., CAFM, ICD.D President and Chief Executive Officer Indigenous Works
  • Lorenzo Miles Training Director Sheet Metal JATC of San Diego
  • Terry Newsome, Jr. Business Manager Plumbers, Pipefitters & HVACR Technicians, Local Union 72
  • Blake Parsons Director of Labor Relations Sheet Metal, Air Conditioning and Roofing Contractors Association of Minnesota, North Dakota and South Dakota and the Dakotas Mechanical Contractors Association
  • Stephanie Patrick, FSA, MAAA Senior Consulting Actuary Horizon Actuarial Services, LLC
  • Thomas E. Pfundstein, Ph.D. Director of Curriculum and Instruction IUPAT Finishing Trades Institute
  • Joanna M. Pineda Chief Executive Officer and Chief Troublemaker Matrix Group International, Inc.
  • Lauri A. Rollings CEO Lauri Rollings and Associates
  • Peter M. Rosene, Esq. Shareholder Reinhart Boerner Van Deuren s.c.
  • Chris Scheiblein Director, Helping Hand Program IUPAT
  • Luke J. Steinke, Ph.D. Professor Eastern Illinois University, Lumpkin College of Business and Technology
  • David M. Veld, CPA, CA Partner BDO Canada LLP
  • Eric J. Wallin, CPA Partner Legacy Professionals LLP
  • Richard A. Williamson President Bricklayers & Allied Craftworkers Local 3 NY
  • Melissa D. Young Registrar and Chief Executive Officer Skilled Trades Ontario
  • Mark Zigler Senior Partner Koskie Minsky LLP

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Continuing Education

Continuing Education credit for additional 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.


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Registration Information

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Through 12/12/2022 US $1,650.00 US $1,980.00
After 12/12/2022 US $1,950.00 US $2,280.00
 

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