Mark A. Blackburn
Shareholder, LBMC,PC
Mark leads LBMC's employee benefit plan audit practice and has more than 30 years of plan audit experience. His plans range in size from small privately-held businesses to publicly-traded companies with 11-k filings. His experience includes auditing defined contribution, defined benefit, employee stock ownership and health and welfare plans, including 103(a)(3)(C) audits. Mark has served as a member of the Executive Committee of the AICPA's Employee Benefit Plan Audit Quality Center and the AICPA's Employee Benefit Plan Expert Panel.
Appearances
Identification43DateMay 14, 2014This session will review the basics of financial statement preparation for defined contribution benefit plans. It will also includean introduction to the modified cash basis of accounting and its use in employee benefit plans…Speakers
Shareholder, LBMC,PCNadia Matthie, CPAPartner, KPMG LLP$49Standard Price
Identification58DateMay 15, 2014With approximately 70% of plan audits using the limited scope exemption, it is crucial for auditors to understand the applicability of the limited scope exemption and the challenges it brings…Speakers
Scott A. Reed, CPAPartner, KPMG LLPShareholder, LBMC,PC$49Standard Price
Identification58DateMay 15, 2014With approximately 70% of plan audits using the limited scope exemption, it is crucial for auditors to understand the applicability of the limited scope exemption and the challenges it brings…Speakers
Scott A. Reed, CPAPartner, KPMG LLPShareholder, LBMC,PC
Identification43DateMay 14, 2014This session will review the basics of financial statement preparation for defined contribution benefit plans. It will also include an introduction to the modified cash basis of accounting and its use in employee benefit plans…Speakers
Shareholder, LBMC,PCNadia Matthie, CPAPartner, KPMG LLP
Identification18DateMay 18, 2015With approximately 70% of plan audits using the limited scope exemption, it is crucial for auditors to understand the applicability of the limited scope exemption and the challenges it brings…Speakers
Bonnie M. Marcantel, CPA, CCIFPPartner, Eisner Advisory Group LLCShareholder, LBMC,PC$49Standard Price
Identification18DateMay 18, 2015With approximately 70% of plan audits using the limited scope exemption, it is crucial for auditors to understand the applicability of the limited scope exemption and the challenges it brings…Speakers
Shareholder, LBMC,PCBonnie M. Marcantel, CPA, CCIFPPartner, Eisner Advisory Group LLC
IdentificationEBP1705DateMay 8, 2017This session will introduce the plan document provisions of the defined contribution case study. Facilitators recommend bringing your laptop to this session to fully participate in the case study…Speakers
Shareholder, LBMC,PCMaggie M. Wise, CPASenior Manager, Windham BrannonRobert A. Lavenberg, CPA, CGMA, JD, LL.M. (Taxation)President, ERISAworks LLC$49Standard Price
IdentificationEBP1769DateMay 10, 2017This session will cover financial reporting for a defined contribution plan. This is a continuation of the defined contribution case study and will utilize the case study financial statements. Facilitators recommend bringing your laptop to this session to fully participate in the case study…Speakers
Shareholder, LBMC,PCPrincipal, Windham Brannon, LLC$49Standard Price
IdentificationEBP1811DateMay 15, 2018This session is part 1 of 2 of working through the planning and risk assessment process for the fundamental track case study, and will continue in Session #18…Speakers
Principal, Windham Brannon, LLCShareholder, LBMC,PCPartner, A.C. Evans LLC$49Standard Price
IdentificationEBP1839DateMay 16, 2018This session will focus on the distribution process of a defined contribution plan…Speakers
Shareholder, LBMC,PCTravis Jack, CPA, QKAManaging Member, Metz & Associates, PLLC$49Standard Price
IdentificationEBP2128DateMay 4, 2021This session is part 1 of 2 that focuses on the testing of eligibility, participant data and contributions for the fundamentals track case study, including discussion of common errors found in these areas. This session will be continued in Session #34…Speakers
Shareholder, LBMC,PCSara Wilson, CPAManaging Director, Grant Thornton LLP$49Standard Price
IdentificationEBP2133DateMay 4, 2021This session is part 2 of 2 that focuses on the testing of eligibility, participant data and contributions for the fundamentals track case study, including discussion of common errors found in these areas. This session is a continuation for Session #28…Speakers
Shareholder, LBMC,PCSara Wilson, CPAManaging Director, Grant Thornton LLP$49Standard Price
IdentificationEBP2253DateMay 12, 2022This session is part of the fundamental case study and 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…Speakers
Principal, Windham Brannon, LLCShareholder, LBMC,PC$49Standard Price
IdentificationEBP2364DateMay 10, 2023There will be a tremendous amount of information covered in the fundamental track sessions, and we are sure there will be questions that may not get answered during the sessions or topics that just need a little bit more explanation…Speakers
Shareholder, LBMC,PCFounder & CEO, Ryan + Mann LLCAssurance Partner, HoganTaylor LLPOwner, Melissa G. Critcher, CPA, PCPartner, Weaver, LLP$49Standard Price
IdentificationEBP2353DateMay 9, 2023This session is part of the fundamental case study and 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…Speakers
Shareholder, LBMC,PCBobby Vercoe, CPAPrincipal, Windham Brannon LLC$49Standard Price
IdentificationEBP2438DateMay 7, 2024This session will provide an overview of distributions and common errors in a defined contribution plan and will focus on the testing of distributions and plan expenses for the fundamentals track case study…Speakers
Shareholder, LBMC,PCFounder & CEO, Ryan + Mann LLC$49Standard Price
IdentificationEBP2449DateMay 7, 2024This session is part of the fundamental case study and 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…Speakers
Audit Partner, A.C. Evans LLCShareholder, LBMC,PC$49Standard Price
IdentificationEBP2534DateMay 6, 2025This session will provide an overview of distributions and common errors in a defined contribution plan and will focus on the testing of distributions and plan expenses for the fundamentals track case study…Speakers
Shareholder, LBMC,PCDirector, Grant Thornton- IdentificationEBP2539DateMay 6, 2025This session provides an overview of investments commonly held by defined contribution plans and focuses on investment testing and disclosures relevant to the fundamentals track case study…
Speakers
Shareholder, LBMC,PCAudit Partner, A.C. Evans LLC
