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IdentificationEBP1812DateMay 15, 2018This session will cover emerging practice issues, as well as, current accounting, auditing, and reporting developments impacting your 2017 employee benefit plan audits…Speakers
Beth A. Thompson, CPAPartner, KPMG
Christie Holt, CPAExecutive Director, Ernst & Young LLP$49Standard Price
IdentificationEBP1816DateMay 15, 2018Presentation will focus on participants that are familiar with auditing multiemployer plans…Speakers
Eileen Brassil, CPA, CFEPartner, Legacy Professionals LLP
Partner, Retired KPMG Partner$49Standard Price
IdentificationEBP1819DateMay 15, 2018This session will take a deep dive into using SOC 1 (SSAE 18) reports in an EBP audit to aid the auditor in addressing common issues, as well as effectively leveraging them appropriately and at the right time…Speakers
Lara G. Stanton, CPAAssurance Director, Sikich, LLP
Susan J. Peirce, CPAPrincipal, Apple Growth Partners$49Standard Price
IdentificationEBP1823DateMay 15, 2018The purpose of this session is to provide an high-level overview of the how benefits are accumulated. The session will focus on the practice of auditing census data and benefit payments including a review of testing strategies…Speakers
Stephen Eisenstein, FSA, EA, FCA, MAAASenior Manager, KPMG LLP
Partner, Plante Moran,PLLC$49Standard Price
IdentificationEBP1832DateMay 16, 2018This session will cover emerging practice issues, as well as, current accounting, auditing, and reporting developments impacting your 2017 employee benefit plan audits…Speakers
Beth A. Thompson, CPAPartner, KPMGChristie Holt, CPAExecutive Director, Ernst & Young LLP$49Standard Price
IdentificationEBP18203DateMay 17, 2018This session will review the important aspects of Form 5500 from an auditor's perspective to facilitate compliance with AU-C-720…Speakers
Cindy J. Dwyer, CPAManaging Director, CBIZ MHM LLCSusan J. Peirce, CPAPrincipal, Apple Growth Partners$49Standard Price
IdentificationEBP18206DateMay 17, 2018With a particular focus on employee benefit plan audit considerations, this session will provide an overview of the AICPA Professional Code of Conduct and affiliate independence rules…Speakers
Partner, Plante Moran, PLLC
Jean Hackstock, CPASenior Manager, Plante Moran PLLC$49Standard Price
IdentificationEBP1862DateMay 17, 2018This session will provide an overview of key changes associated with the audit, as well as the reporting, when a defined benefit plan sponsor concludes the plan’s termination is imminent…Speakers
Theresa K. Banka, CPAPartner, Plante & Moran, PLLC
Owner, Melissa G. Critcher, CPA, PC$49Standard Price
IdentificationEBP1867DateMay 17, 2018Bring specific questions and hear from industry experts, including members of the AICPA’s expert panel, who deal with emerging issues and current service opportunities, in practical and helpful terms…Speakers
Beth A. Thompson, CPAPartner, KPMG
Cindy Dywer, CPADirector, Mayer Hoffman McCann PC
National Director of Employee Benefit Plans, RSM US LLP
Jim Haubrock, CPA, CGMAClark Schaefer Hackett
Chip Harris, CPAPartner, RubinBrown LLP$49Standard Price
IdentificationEBP18SS1DateMay 17, 2018DB plan expenses are increasing at an alarming rate. The Pension Benefit Guarantee Corporation (PBGC) charges both a fixed premium per person which will increase to $80 per participant in 2019 (130% increase since 2012) and a variable premium on the amount of underfunding that will increase to 4…Speakers
Russ S. Proctor, FSA, CFA, EA, MAAADirector, Pacific Life Insurance
Marty Menin, BSSr. Director, Pacific Life Insurance Company
Managing Director, BCG Penbridge$49Standard Price
IdentificationEBP1903DateMay 6, 2019The new EBP reporting framework addresses the auditor's responsibilities for forming an opinion and reporting on ERISA plan financial statements, including the form and content of the report when management elects to have an ERISA section 103(a)(3)(C) audit performed…Speakers
Technical Director, AICPANational Director of Employee Benefit Plans, RSM US LLP
Tracy Harding, CPAPrincipal, Berry Dunn$49Standard Price
IdentificationEBP1906DateMay 6, 2019Partners, are you starting your audit off properly? Most practitioners answer, "yes." However, more than a decade after the risk assessment standards were issued, the AICPA Peer Review team found that more than half of all firms fail to comply with AU-C Section 315 or 330…Speakers
Diane Walker, CPAPartner, Johnson Lambert LLP
Carl R. Mayes, CPAVice President - Audit & Accounting Quality, AICPA & CIMA
Partner, PricewaterhouseCoopers LLP$49Standard Price
IdentificationEBP1911DateMay 6, 2019This session will discuss best practices for designing and monitoring a payroll audit program including techniques for completing a payroll audit and using payroll audits as part of the multiemployer plan audit…Speakers
Eric Carroll, CPAPartner, RSM
Stacy Meyer, CPAPrincipal, CLA$49Standard Price
IdentificationEBP1913DateMay 6, 2019This session will cover the objectives and uses of an actuarial report, the information contained in a report, assessing the actuarial methods and assumptions and discussing the information in the report that is most useful to an auditor…Speakers
Diane Walker, CPAPartner, Johnson Lambert LLP
Dennis M. Polisner, FSA, MAAA, FCADirector, KPMG LLP$49Standard Price
IdentificationEBP1920DateMay 6, 2019Each year, you hear about increasing the usage of SOC 1 reports in your EBP audits. Attend this session and leave knowing why it's imperative to use a SOC 1 report in your audit, if applicable. The session will cover key differences between SSAE 16 and SSAE 18…Speakers
Susan J. Peirce, CPAPrincipal, Apple Growth Partners
Audit Senior Manager, Deloitte & Touche$49Standard Price
IdentificationEBP1928DateMay 7, 2019Audits in the digital world continue to evolve and make auditors' work more complex. We will review strategies to assist auditors in ensuring you meet current auditing and documentations standards…Speakers
Shareholder/Owner, Elliott Group CPAs, PLLC
Wendy Y. Terry, CPA, CGMAPartner, WithumSmith+Brown, PC$49Standard Price
IdentificationEBP1932DateMay 7, 2019This session will discuss the key audit areas and considerations when auditing a defined benefit plan. Areas include distributions and auditing census valuation data. The session will also address the risk assessment process for a defined benefit plan and testing strategies…Speakers
Partner, Plante Moran, PLLCStacy Meyer, CPAPrincipal, CLA$49Standard Price
IdentificationEBP1935DateMay 7, 2019It's not uncommon for employee benefit plan auditors to find errors in the application of a plan’s definition of compensation. However, truly understanding a plan’s definition of compensation is not always straight forward…Speakers
Partner, Plante Moran,PLLC
William P. O'Malley, CPASenior Director, RSM US LLPChip Harris, CPAPartner, RubinBrown LLP$49Standard Price
IdentificationEBP1940DateMay 7, 2019Provide best practices regarding the planning and management of benefit plans audit engagements, from a Plan Sponsor perspective…Speakers
Santiago R. Bianchi, BBA / MBABenefit Plans Reporting Manager, ExxonMobil
Peggy A. Bradley, BASenior Vice President | Client Business Solutions, Northern Trust
Century Link$49Standard Price
IdentificationEBP1942DateMay 7, 2019This session will discuss various investments that are commonly held by employee benefit plans including investment contracts and stable value products. The session will also cover relevant valuation and classification concepts…Speakers
Eric Carroll, CPAPartner, RSMPartner, Plante Moran, PLLC$49Standard Price
IdentificationEBP19203DateMay 8, 2019With a particular focus on employee benefit plan audit considerations, this session will provide an overview of the AICPA Professional Code of Conduct and affiliate independence rules…Speakers
Gabriel T. O'Keefe, CPAPartner, Plante MoranOwner, Melissa G. Critcher, CPA, PC$49Standard Price
IdentificationEBP19207DateMay 8, 2019It's not uncommon for employee benefit plan auditors to find errors in the application of a plan’s definition of compensation. However, truly understanding a plan’s definition of compensation is not always straight forward…Speakers
Partner, Plante Moran,PLLCWilliam P. O'Malley, CPASenior Director, RSM US LLPChip Harris, CPAPartner, RubinBrown LLP$49Standard Price
IdentificationEBP1957DateMay 8, 2019Each year, you hear about increasing the usage of SOC 1 reports in your EBP audits. Attend this session and leave knowing why it's imperative to use a SOC 1 report in your audit, if applicable. The session will cover key differences between SSAE 16 and SSAE 18…Speakers
Susan J. Peirce, CPAPrincipal, Apple Growth PartnersAudit Senior Manager, Deloitte & Touche$49Standard Price
IdentificationEBP1962DateMay 8, 2019Partners, are you starting your audit off properly? Most practitioners answer, "yes." However, more than a decade after the risk assessment standards were issued, the AICPA Peer Review team found that more than half of all firms fail to comply with AU-C Section 315 or 330…Speakers
Partner, PricewaterhouseCoopers LLPDiane Walker, CPAPartner, Johnson Lambert LLPCarl R. Mayes, CPAVice President - Audit & Accounting Quality, AICPA & CIMA$49Standard Price
