Employee Benefit Plans Conference 2020

May 4, 2020 ‐ May 6, 2020



Sessions

Financial Reporting and Wrap Up

May 6, 2020 9:45am ‐ May 6, 2020 11:00am

Identification: EBP2075

Operation Credit Type : Auditing, Taxes

Operation Level : Basic

Operation Prerequisites : 1-2 Years in the Profession

Operation Advanced Prep : None

Operation Minutes : 75

Operation Credits : 1.5

Please Note: This session is part of the A&A Fundamentals sessions and facilitators have asked that attendees bring a laptop computer in order to fully participate in these sessions. This session will cover audit completion and financial reporting for a defined contribution plan, focusing on the fundamental track case study, including required communications to management and those charged with governance.
Identify presentation requirements for defined contribution plans.

Learning Objectives:
  • Identify presentation requirements for defined contribution plans.
  • Recognize financial statement and excerpts of communications to management and those charged with governance relevant to the fundamentals track case study.
  • Recall procedures necessary related to a plan’s Form 5500, compliance/discrimination testing, and supplementary schedules.
  • Distinguish between the required communications of the plan auditor to management and those charged with plan governance.
Speaker(s):
Category: Concurrent Session Onsite and Online

Working through the Peer Review Process as A Practitioner

May 6, 2020 11:10am ‐ May 6, 2020 12:00pm

Identification: EBP2076

Operation Credit Type : Auditing

Operation Level : Overview

Operation Prerequisites : Other

Operation Advanced Prep : None

Operation Minutes : 50

Operation Credits : 1

To Be Announced.

Category: Concurrent Session Onsite and Online

The Auditor’s Role in Cybersecurity Risk Management

May 6, 2020 11:10am ‐ May 6, 2020 12:00pm

Identification: EBP2077

Operation Level : Intermediate

Operation Advanced Prep : None

Operation Credit Type : Auditing, Information Technology

Operation Prerequisites : 3-5 Years in the Profession

Operation Minutes : 50

Operation Credits : 1

You continue to hear about cybersecurity and risk management when it comes to your audits. Yet, what are the next steps once you’ve inquired about a client’s risk management plan? Better yet, what are the next steps when you find out there is no plan? This session will provide insight into how and why CPAs and accounting professionals should be involved in these inquiries and processes. Cybersecurity risk management best practices, frameworks, and how to tie these into strategic initiatives will be discussed.

Learning Objectives:
  • Recognize the importance of an auditor’s role in evaluating a client’s cybersecurity risk management system and process.
  • Select proper audit procedures that fall under an auditor’s responsibility to test cybersecurity.
  • Recall cybersecurity frameworks and how these should be used in strategic planning.
Speaker(s):
Category: Concurrent Session Onsite and Online

Auditing Lightening RoundAuditing Lightening Round

Preview Available

Auditing Lightening Round

May 6, 2020 11:10am ‐ May 6, 2020 12:00pm

Identification: EBP2078

Operation Level : Update

Operation Advanced Prep : None

Operation Credit Type : Auditing

Operation Minutes : 50

Operation Credits : 1

To Be Announced.

Category: Concurrent Session Onsite and Online

Changing Landscape of MepsChanging Landscape of Meps

Preview Available

Changing Landscape of Meps

May 6, 2020 11:10am ‐ May 6, 2020 12:00pm

Identification: EBP2079

Operation Level : Advanced

Operation Advanced Prep : None

Operation Credit Type : Taxes

Operation Prerequisites : 6-10+ years in the profession

Operation Minutes : 50

Operation Credits : 1

To Be Announced.

Speaker(s):
Category: Concurrent Session Onsite and Online

Tax Lightening RoundTax Lightening Round

Preview Available

Tax Lightening Round

May 6, 2020 11:10am ‐ May 6, 2020 12:00pm

Identification: EBP2080

Operation Level : Update

Operation Advanced Prep : None

Operation Credit Type : Taxes

Operation Minutes : 50

Operation Credits : 1

To Be Announced.

Category: Concurrent Session Onsite and Online
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