Institute for Apprenticeship, Training and Education Programs

Monday, January 23 - Wednesday, January 25, 2023
Caribe Hilton, San Juan, PR
/education/PublishingImages/Header%20Images/2020/apprenticeship-training-education.jpg

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 U.S. 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.



Past Sessions

Most sessions will be designed to address the common elements of apprenticeship programs in the U.S. and Canada.

    • Available in person
    • Available virtually
    • Health
    • Retirement
    • Canadian
    • General
    You must be a logged in registrant to access session handouts.
    Monday January 24, 2022
    7:30-8:45 a.m. PT
    Opening Session—What's Happening in the Labor Market?
    7:30-8:45 a.m. PT

    This session will provide an overview of what’s happening in the labor market and the resulting impact on the workforce and apprenticeship programs. As we deal with changing demographics, a labor shortage, the pandemic, economic stimulus, the supply chain shortage and tepid economic performance, it’s hard to plan for the future. This session will help you understand where we are and what the near term might look like.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: General Topics
    Justin M. Held, CEBS
    Speaker
    Justin M. Held, CEBS
    Senior Research Analyst
    International Foundation of Employee Benefit Plans
    Kevin Bryenton
    Panelist
    Kevin Bryenton
    Executive Director of Canadian Affairs
    Ironworkers International
    Macrina Wilkins
    Panelist
    Macrina Wilkins
    Research Analyst
    Associated General Contractors of America
    Martha M. Henrickson, CEBS
    Panel Facilitator
    Martha M. Henrickson, CEBS
    Attorney
    Management Guidance LLP
    9:00-10:15 a.m. PT
    Addressing Your Cybersecurity Vulnerabilities
    9:00-10:15 a.m. PT

    There has been an explosion of cyberattacks on businesses both small and large. These attacks can cripple a business and have a very profound impact on individuals. What would happen if your data were to be compromised or lost? Make sure your organization is prepared and has the right plan and coverage. This session will cover:

    • Threats to operations
    • Malware, ransomware and other malicious programs
    • Policies
    • Recovery plans
    • Communication
    • Cyber insurance.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Training and Education
    Paul O. Catenacci, Esq.
    Speaker
    Paul O. Catenacci, Esq.
    Senior Partner
    Novara, Tesija, Catenacci, McDonald & Baas PLLC
    10:30-11:45 a.m. PT
    The Marijuana Problem
    10:30-11:45 a.m. PT

    With marijuana illegal at the federal level but becoming legalized in many states, it can be difficult to understand the different laws and how they apply to your apprenticeship program or jobsites. This session will cover:

    • Legal/liability issues
    • Recreational vs. medical
    • Drug testing
    • Training center vs. jobsite
    • Dealing with those not fit for duty
    • Best practices, policies and procedures you should have.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Training and Education
    Mark E. Belland, Esq.
    Speaker
    Mark E. Belland, Esq.
    Shareholder
    O’Brien, Belland & Bushinsky, LLC
    1:15-2:30 p.m. PT
    Fiduciary Responsibility in Canadian Apprenticeship Programs
    1:15-2:30 p.m. PT

    This session will focus on fiduciary responsibilities in running a training trust fund in Canada, including:

    • Review of fiduciary responsibility
    • Who is a fiduciary?
    • Best practices for working with directors, coordinators and instructors.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Fiduciary Responsibility
    Michael C.P. McCreary, LL.B.
    Speaker
    Michael C.P. McCreary, LL.B.
    Senior Partner
    Watson Jacobs McCreary LLP
    1:15-2:30 p.m. PT
    Fiduciary Responsibility in U.S. Apprenticeship Programs
    1:15-2:30 p.m. PT

    ERISA-covered apprenticeship programs are required to adhere to certain standards of conduct relating to the oversight of fund assets. This session will provide an overview of:

    • The legal framework, governing laws and documents
    • The two-hat rule and prohibited transactions
    • Who a fiduciary is and what fiduciary responsibilities and obligations are
    • Best practices for working with directors, coordinators and instructors.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Fiduciary Responsibility
    William A. Cumming, Esq.
    Speaker
    William A. Cumming, Esq.
    Shareholder
    Hessian & McKasy, P.A.
    2:45-4:00 p.m. PT
    Running Your Training Fund as a Business—Canada
    2:45-4:00 p.m. PT

    This session will focus on best practices for financial and operations management for apprenticeship programs. Key areas of discussion will surround:

    • Strategic planning
    • Metrics
    • Financials
    • Audits
    • Internal controls
    • Fraud and cybersecurity.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    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
    2:45-4:00 p.m. PT
    Running Your Training Fund as a Business—United States
    2:45-4:00 p.m. PT

    This session will focus on best practices for financial and operations management for apprenticeship programs. Key areas of discussion will surround:

    • Strategic planning
    • Metrics
    • Financials
    • Audits
    • Internal controls
    • Fraud and cybersecurity.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Training and Education
    David P. Dorsey, CPA
    Speaker
    David P. Dorsey, CPA
    Partner
    WithumSmith+Brown, PC
    Tuesday January 25, 2022
    7:30-8:45 a.m. PT
    Addressing Diversity, Equity and Inclusion in Your Apprenticeship Program
    7:30-8:45 a.m. PT

    This panel discussion will focus on the challenges and opportunities of working with nontraditional populations. Bringing diversity of ethnicity, gender and thought into your programs as apprentices, instructors or staff is not just a best practice, it’s good business. This session will give you ideas and insights on:

    • Creating a culture of inclusion
    • Recruitment and retention opportunities
    • Addressing challenges.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Training and Education
    Brittany A. Colburn
    Panelist
    Brittany A. Colburn
    Indigenous Relations Representative and Organizer
    LiUNA Local 615
    Margaret Vasey
    Panelist
    Margaret Vasey
    Executive Director
    Tradeswomen, Inc.
    Martha M. Henrickson, CEBS
    Panel Facilitator
    Martha M. Henrickson, CEBS
    Attorney
    Management Guidance LLP
    William Scott
    Panelist
    William Scott
    Administrator/Training Coordinator
    SMART Local 105
    9:00-10:15 a.m. PT
    Succession Planning for Your Key Leaders
    9:00-10:15 a.m. PT

    Economics, demographics and COVID-19 seem to be conspiring to create turnover in leadership for many programs. This session will help you develop a succession plan and process so you are prepared to deal with turnover when it happens. Topics include:

    • Anticipating turnover
    • Evaluating duties and responsibilities
    • Training and transition
    • Creating a process to recruit and identify quality candidates.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Training and Education
    Jennifer S. Abrams, Esq.
    Co-Speaker
    Jennifer S. Abrams, Esq.
    Attorney
    Susanin, Widman & Brennan, PC
    Lisa L. Kaiser, CEBS, CEBS Compliant, ISCEBS-Fellow
    Co-Speaker
    Lisa L. Kaiser, CEBS, CEBS Compliant, ISCEBS-Fellow
    Fund Administrator
    Plumbers & Pipefitters Local 189, Fund Administration Office
    9:00-10:15 a.m. PT
    Using Social Media to Your Advantage
    9:00-10:15 a.m. PT

    Social media can be an effective recruitment, retention and marketing tool for your program, but it comes with challenges. This session will explore all aspects of social media, including:

    • How to utilize to your advantage and leverage for recruitment/advertising
    • Data analytics
    • Best platforms for your goals
    • Who administrates social media accounts?
    • Liabilities and challenges
    • Policies you should have.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Communication
    Joanna M. Pineda
    Speaker
    Joanna M. Pineda
    Chief Executive Officer and Chief Troublemaker
    Matrix Group International, Inc.
    10:30-11:45 a.m. PT
    Lessons Learned During the COVID-19 Pandemic
    10:30-11:45 a.m. PT

    This session will consider how COVID-19 has affected apprenticeship programs, including:

    • Developing a comprehensive infectious disease program
    • What can you mandate for staff and students?
    • Keeping apprentices safe on the jobsite
    • Vaccination, masking and other PPE policies
    • Ongoing legal issues
    • Policies and best practices.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Training and Education
    Alejandro G. Beltran
    Co-Speaker
    Alejandro G. Beltran
    Director of Training
    District Council 16 Training Trust Fund
    Gary K. Thaden
    Co-Speaker
    Gary K. Thaden
    Government Affairs Director
    Minnesota Mechanical Contractors Association
    10:30-11:45 a.m. PT
    Policy Workshop
    10:30-11:45 a.m. PT

    Apprenticeship programs have a lot of policies. Some relate to the running of the trust fund, some relate to operating a school and still others relate to their role as an employer. This session will feature a panel of experts to discussing the myriad of policies you should have, what makes a good policy and what processes should be in place relating to your policy development and execution. Participants are invited to bring redacted samples of their own policies to share and discuss. Given the limited time, effort will be made to address the policies of greatest interest to the entire audience. Everything is on the table, from your discipline policy to your auto policy to your investment policy.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Training and Education
    Cindy L. Davis
    Speaker
    Cindy L. Davis
    Partner
    Kutak Rock LLP
    1:15-2:30 p.m. PT
    Recruitment Case Studies
    1:15-2:30 p.m. PT

    This session will feature a review of different approaches to recruiting apprentices. Learn what works and what doesn’t as you take away ideas to implement.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Training and Education
    Shana Peschek, M.B.A.
    Co-Speaker
    Shana Peschek, M.B.A.
    Executive Director
    Machinists Institute
    Tina M. Williams
    Co-Speaker
    Tina M. Williams
    Executive Director
    Charlotte Electrical JATC
    2:45-4:00 p.m. PT
    Retention Case Study
    2:45-4:00 p.m. PT

    This session will feature a review of different approaches to retention. Learn what works and what doesn’t as you take away ideas to implement.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Training and Education
    Alexander J. Willis
    Co-Speaker
    Alexander J. Willis
    Chief Executive Officer
    Leadership Surge LLC
    Gene Kent, Jr., M.S.Ed.
    Co-Speaker
    Gene Kent, Jr., M.S.Ed.
    Director
    IBEW-NECA Technical Institute (IN-Tech)
    Wednesday January 26, 2022
    7:30-8:45 a.m. PT
    Canadian Open Forum
    7:30-8:45 a.m. PT

    Join this open discussion of issues that are relevant to training trust funds. The session will provide a forum to address the most pressing issues that trustees, JATC members, administrators, directors/coordinators and instructors struggle with on a daily basis. Questions and topics may be related to any of the conference sessions or emerging issues.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Open Forum
    Jeffrey C. Baldwin, B.B.A. (Hons.), CEBS, CPA, CA
    Panel Facilitator
    Jeffrey C. Baldwin, B.B.A. (Hons.), CEBS, CPA, CA
    Senior Vice-President and Principal
    BPA Financial Group
    Kevin Bryenton
    Panelist
    Kevin Bryenton
    Executive Director of Canadian Affairs
    Ironworkers International
    Michael C.P. McCreary, LL.B.
    Panelist
    Michael C.P. McCreary, LL.B.
    Senior Partner
    Watson Jacobs McCreary LLP
    7:30-8:45 a.m. PT
    U.S. Open Forum
    7:30-8:45 a.m. PT

    Join this open discussion of issues that are relevant to training trust funds. The session will provide a forum to address the most pressing issues that trustees, JATC members, administrators, directors/coordinators and instructors struggle with on a daily basis. Questions and topics may be related to any of the conference sessions or emerging issues.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Open Forum
    David P. Dorsey, CPA
    Panel Facilitator
    David P. Dorsey, CPA
    Partner
    WithumSmith+Brown, PC
    William A. Cumming, Esq.
    Panelist
    William A. Cumming, Esq.
    Shareholder
    Hessian & McKasy, P.A.
    9:00-10:15 a.m. PT
    Best Practices in the Classroom
    9:00-10:15 a.m. PT

    This session will focus on the classroom environment and consider what works best in:

    • Technology
    • Safety
    • Instructor quality
    • Curriculum
    • Classroom culture
    • Addressing soft skills.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Training and Education
    Mark L. Johnson, Ed.D.
    Speaker
    Mark L. Johnson, Ed.D.
    Professor
    Pittsburg State University
    10:30-11:45 a.m. PT
    Best Practices for On-the-Job Training
    10:30-11:45 a.m. PT

    This session will focus on the jobsite environment and consider what works best in:

    • Structuring the on-the-job training component to apprenticeship
    • Training the trainers
    • Working with journeyworkers
    • Jobsite culture
    • Mentoring.

    This session can be self-reported for 1.5 CEBS Compliance credits.

    Category: Training and Education
    Dennis D. Doran
    Panel Facilitator
    Dennis D. Doran
    Trainer, Facilitator, Coach
    Principal, Dennis D. Doran
    John Burcaw
    Panelist
    John Burcaw
    Director of Academic Education and Chief Administrative Officer
    Finishing Trades Institute of the Upper Midwest
    Thomas Aasheim
    Panelist
    Thomas Aasheim
    Director of Technical Education
    Finishing Trades Institute of the Upper Midwest

    “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 meet 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.

    Speakers

    Speakers will be announced soon.

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

    Continuing Education

    Continuing education (CE) 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.


    Policies
    Our registration policies have changed. Learn more.


    Registration Information

    Register early and save!

    Registration Information
      Member Nonmember


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

    ×

    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.