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Enhanced Knowledge

  • Thumbnail for Traps for the Unwary
    Identification
    EBP1831
    Date
    May 16, 2018
    This session will review and discuss issues that arise in Traditional IRAs, Roth IRAs, and SEP IRAs. Be sure that you and your clients do not run afoul of any of the Roth and traditional IRA and SEPs rules…

    Speakers

    Speaker Image for Karen Field
    Senior Director, RSM US LLP
    Speaker Image for Kelli Cacciotti
    Senior Associate, KPMG LLP
    $49
    Standard Price
  • Thumbnail for Preparing for Your Annual EBP FS Audit
    Identification
    EBP1837
    Date
    May 16, 2018
    Experts will take you through preparing for your Annual EBP FS audit…

    Speakers

    Speaker Image for Garrett Hansen
    Garrett Hansen, CPA, CGMA
    Sr. Mgr, Benefit and Risk Management Finance, Quest Diagnostics, Inc.
    Speaker Image for Jillian Mott
    Shareholder, Mayer Hoffman McCann P.C.
    Speaker Image for Teresa Duhon
    Manager, Investment Administration & Controls, Shell
    $49
    Standard Price
  • Thumbnail for Litigation - Mitigation: A Framework for Managing the True Cost of Offering a Retirement Plan
    Identification
    EBP1870
    Date
    May 16, 2018
    Explore a Framework for identifying and evaluating Plan Fees and Revenue Sharing practices that impact Participant value and create Plan Sponsor liability…

    Speakers

    Speaker Image for Kelly Davis
    Principal, Employee Benefit Plans, CliftonLarsonAllen LLP
    Speaker Image for Stig Nybo
    Retirement Strategist, Strategic Retirement Partners
    Speaker Image for Steve Faggiolly
    Managing Director, Strategic Retirement Partners
    Speaker Image for Todd White
    Managing Director, Strategic Retirement Partners
    $49
    Standard Price
  • Thumbnail for How to Build a Winning Hand: Collaboration for EBP Audit Quality
    Identification
    EBP1844
    Date
    May 16, 2018
    This session will discuss best practices for training your EBP team on effectively planning and completing plan audits…

    Speakers

    Speaker Image for Heidi LaMarca
    President/Managing Partner, Windham Brannon,P.C.
    Speaker Image for Robert Lavenberg
    Robert A. Lavenberg, CPA, CGMA, JD, LL.M. (Taxation)
    President, ERISAworks LLC
    Speaker Image for Amisha Patel
    Audit Principal, Johnson Lambert LLP
    $49
    Standard Price
  • Thumbnail for Plan Sponsors Talk About Plan Governance
    Identification
    EBP1851
    Date
    May 16, 2018
    • Provide information regarding Plan Sponsor benefit plans governance roles and responsibilities, structure design and compliance with laws and regulations

    Speakers

    Speaker Image for Robert Lavenberg
    Robert A. Lavenberg, CPA, CGMA, JD, LL.M. (Taxation)
    President, ERISAworks LLC
    Speaker Image for Santiago Bianchi
    Benefit Plans Reporting Manager, ExxonMobil
    $49
    Standard Price
  • Thumbnail for Evolve Your Workforce: Diversity Best Practices
    Identification
    EBP18205
    Date
    May 17, 2018
    The CPA profession evolves daily and with that comes a diverse workforce…

    Speakers

    Speaker Image for Jill  Gilbert
    Jill E. Gilbert, CPA, CGMA
    Partner, RKL LLP
    Speaker Image for Steven Harris
    Steven Harris, CPA, CGMA
    Partner In Charge - Entrepreneurial Services Group, RubinBrown LLP
    Speaker Image for Jim Haubrock
    Jim Haubrock, CPA, CGMA
    Clark Schaefer Hackett
    $49
    Standard Price
  • Thumbnail for How to Draw to an Inside Straight with a Tax Professional
    Identification
    EBP1865
    Date
    May 17, 2018
    This session will assist the tax professional in showing how they can add value to:

    Speakers

    Speaker Image for Carol Zurcher
    Carol E. Zurcher, C.P.A., P.F.S., C.G.M.A.
    Partner, Thomas, Zurcher & White, P.A.
    Speaker Image for Wayne Kamenitz
    Wayne R. Kamenitz, CPA, Dual MBA Taxation & Finance
    Vice President & Regional Compliance Practice Leader, Segal Company
    $49
    Standard Price
  • Thumbnail for Understanding Management's Responsibilities for Your Plan
    Identification
    EBP1910
    Date
    May 6, 2019
    The panel will provide an overview of benefit plans' management responsibilities, including, but not limited to: accomplishing all regulatory requirements under management scope and all necessary elements, activities, recommendations, and decisions that ensure those requirements are satisfied…

    Speakers

    Speaker Image for Santiago Bianchi
    Benefit Plans Reporting Manager, ExxonMobil
    Speaker Image for Bonnie Marcantel
    Partner, Eisner Advisory Group LLC
    Speaker Image for Christopher Shankle
    Senior Vice President, Argent Financial Group, Inc
    $49
    Standard Price
  • Thumbnail for Insights into Multi-Generational Learning and Training
    Identification
    EBP1939
    Date
    May 7, 2019
    There are over five generations in the workforce. How many are in your firm or company? If there are more than one, you should attend this session! Professional development is key to one's success. Training, whether informal or formal, is included in that…

    Speakers

    Speaker Image for Carey Blakeman
    Senior Manager, AICPA
    Speaker Image for Reggie Padin
    Dean of Kaufman Rossin University, Kaufman Rossin & Co
    $49
    Standard Price
  • Thumbnail for Managing Self-Insured Benefits Costs
    Identification
    EBP1946
    Date
    May 7, 2019
    A review of self-insured medical benefits costs, what has been driving the costs up recently, and steps companies are taking to manage, contain, and reduce costs…

    Speakers

    Speaker Image for Jonathan Trionfi
    Principal and Employee Benefits Consultant, Plante Moran PLLC
    Speaker Image for Garrett Hansen
    Garrett Hansen, CPA, CGMA
    Sr. Mgr, Benefit and Risk Management Finance, Quest Diagnostics, Inc.
    $49
    Standard Price
  • Thumbnail for How an Auditor Adds Value to a Client
    Identification
    EBP1953
    Date
    May 7, 2019
    Session gives CPAs tools and topics to coach their EB Plan clients on plan governance: reach of fiduciary responsibility/oversight, understanding "bundled" arrangements, why the DOL demands an IPS (even if the law does not), choosing a 3(21) or a 3(38) to assist, issues even auditors sometimes miss…

    Speaker

    Speaker Image for Jewell Esposito
    Partner & ERISA/Tax Attorney, FisherBroyles LLP
    $49
    Standard Price
  • Thumbnail for Building Your EBP Practice
    Identification
    EBP19204
    Date
    May 8, 2019
    Overview of the step by step process of building a niche practice or service line focused on employee benefit plan attestation services…

    Speakers

    Speaker Image for Travis Jack
    Travis Jack, CPA, QKA
    Managing Member, Metz & Associates, PLLC
    Speaker Image for David Torrillo
    Managing Member, Torrillo & Associates, LLC
    $49
    Standard Price
  • Thumbnail for How One Profession is Preparing Another (Ours)
    Identification
    EBP19206
    Date
    May 8, 2019
    Have you wondered, as an employer, what your incoming staff is learning? Will those classes of recruits have knowledge on technology, critical thinking, and data analytics? Dr…

    Speaker

    Speaker Image for Gus De Franco
    Professor, Tulane University
    $49
    Standard Price
  • Thumbnail for Service Providers - Working Together Effectively
    Identification
    EBP1961
    Date
    May 8, 2019
    This session will provide tips and general framework for working with plan service providers to achieve a successful, quality audit…

    Speakers

    Speaker Image for Jean Hackstock
    Senior Manager, Plante Moran PLLC
    Speaker Image for Michael Kraemer
    Fidelity
    Speaker Image for Kizzy Gaul
    Manager, Regulatory Supervision, Prudential Retirement
    $49
    Standard Price
  • Thumbnail for Advanced Investments
    Identification
    EBP2007
    Date
    November 9, 2020
    Does the plan hold complex investments? Whether a full scope audit or an ERISA 103 (a)(3)(c) audit is performed, the steps to ensure complex investments are properly valued and presented within the financial statements in accordance with appropriate accounting principles remain the same…

    Speakers

    Speaker Image for Jennifer Allen
    Partner, Crowe LLP
    Speaker Image for Peggy Bradley
    Senior Vice President | Client Business Solutions, Northern Trust
    $49
    Standard Price
  • Thumbnail for Mastering Fiduciary Prudence and Due Diligence
    Identification
    EBP2006
    Date
    May 4, 2020
    This session will provide practical tools, tips and checklists for the plan fiduciary to use to manage fiduciary risk…

    Speaker

    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
  • Thumbnail for How the Experts Identify Unrelated Business Taxable Income
    Identification
    EBP2074
    Date
    May 6, 2020
    The tax on unrelated business income (UBI) presents unique challenges for exempt organizations and especially for employee benefit plans. This session will explore the rules for UBI in general, with a special emphasis on those that apply to employee benefit plans…

    Speakers

    Speaker Image for J. Calvin Marks
    Principal, Johnson Lambert LLP
    Speaker Image for Keith Mong
    Keith Mong, JD, LL.M.
    Grant Thornton
  • Thumbnail for Advanced SOC-1 Matters (Repeat of Session 15)
    Identification
    EBP2071
    Date
    May 6, 2020
    This session will address advanced topics related to SOC 1 reports and their utilization within an employee benefit plan audit…

    Speakers

    Speaker Image for Audrey Katcher
    Partner, RubinBrown, LLP
    Speaker Image for Lara Stanton
    Assurance Director, Sikich, LLP
  • Thumbnail for Advanced Coverage Testing
    Identification
    EBP2036
    Date
    May 5, 2020
    Coverage testing under IRC Section 410(b) is a core nondiscrimination test that applies to all qualified plans. Sponsoring multiple plans, using leased employees, acquiring another entity by merger or acquisition, or owning or being owned by a foreign entity can complicate and impact this testing…

    Speakers

    Speaker Image for Toby Ruda
    Senior Director, Washington National Tax, Compensation & Benefits, RSM US LLP
    Speaker Image for Cindy Dwyer
    Managing Director, CBIZ MHM LLC
  • Thumbnail for Advanced SOC 1 Matters
    Identification
    EBP2024
    Date
    November 10, 2020
    This session will address advanced topics related to SOC 1 reports and their utilization within an employee benefit plan audit…

    Speakers

    Speaker Image for Lara Stanton
    Assurance Director, Sikich, LLP
    Speaker Image for Audrey Katcher
    Partner, RubinBrown, LLP
    $49
    Standard Price
  • Thumbnail for Part I: Risk Assessment Standards & COVID19
    Identification
    EBP2010
    Date
    November 9, 2020
    This session will address how COVID-19 is impacting EBP audit risk assessments…

    Speakers

    Speaker Image for Debbie Smith
    Partner, Grant Thornton LLP
    Speaker Image for Carl Mayes
    Vice President - Audit & Accounting Quality, AICPA & CIMA
    Speaker Image for David Duckwitz
    Partner, RubinBrown LLP
    $49
    Standard Price
  • Thumbnail for Successful Strategies for How to Get Money Out of a Plan (Repeated in Session 64)
    Identification
    EBP2020
    Date
    May 4, 2020
    To Be Announced…

    Speakers

    Speaker Image for Renee Cahill
    Managing Director, Grant Thornton Advisors LLC
    Speaker Image for Terrance Richardson
    Principal, KPMG LLP
  • Thumbnail for Changing Landscape of Meps
    Identification
    EBP2079
    Date
    May 6, 2020
    To Be Announced…

    Speakers

    Speaker Image for Thomas Pevarnik
    Managing Director, Deloitte Tax LLP
  • Thumbnail for Employer Sponsored Guaranteed Lifetime Income – Why Women Win At Work - Presented by Pacific Life Insurance Co
    Identification
    EBP2032
    Date
    November 11, 2020
    Many employers are starting to explore the benefit of adding a guaranteed lifetime income solution to their company’s 401(k) plan. Because this is a workplace benefit, employer sponsored lifetime income solutions must offer gender neutral pricing…

    Speakers

    Speaker Image for Destiny Lara
    Assistant Vice President, Head of Pensions Product & Pricing, Pacific Life
    Speaker Image for Jennifer Wing
    Director, Pension Solutions, Pacific Life Insurance Company
    Speaker Image for Christine Tucker
    Chief Client Experience Officer, Pacific Life Insurance Company
    $49
    Standard Price

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