plan / ahead.


Collection Procedures Institute

Trustees, payroll auditors, collection coordinators and other professionals will receive the information they need to fulfill their fiduciary responsibility to collect benefit payments. Attendees will learn about collection strategies and trends from experts and practitioners, gain an understanding of the collection process and hear how recent legal decisions impact their plans. Networking and interactive sessions will allow attendees a chance to share successes and failures and act as judges in unique collections cases.

November 12-13, 2018

Phoenix, Arizona

Institute for Apprenticeship, Training and Education Programs

The institute provides education on effective trust fund management and best practices in running U.S. and Canadian apprenticeship programs. Topics include recruitment and retention, adult learning and fiduciary responsibility. The institute is designed specifically for those involved in training and education funds. A preconference workshop is planned for January 13.

January 14-16, 2019

Miami, Florida

28th Annual Health Benefits Conference & Expo (HBCE)

Featuring innovative employer case studies and expert-led discussions, HBCE provides proven strategies and solutions to help employers lower costs and improve employee health. Attendees will learn about the most pressing issues in health care, participate in small-group discussions, meet face-to-face with industry experts and network with peers. HBCE includes an exhibit hall featuring products and resources to enhance health and wellness plans. A preconference program is planned for January 27.

January 28-30, 2019

Clearwater Beach, Florida

Trustees and Administrators Institutes

New and advanced trustees and administrators each have their separate tracks. New Trustees Institute--Level I: Core Concepts covers the basic issues involved in managing an employee benefit fund and is for trustees who have served less than two years or have not attended an International Foundation program. The Advanced Trustees and Administrators Institute is for experienced trustees and administrators. Preconference options include New Trustees Institute--Level II: Concepts in Practice as well as Workplace Harassment: Foundations, Prevention and Investigation.

February 18-20, 2019

Lake Buena Vista (Orlando), Florida

November 2018

12-13 Collection...

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