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IdentificationEBP1831DateMay 16, 2018This 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
Karen M. Field, J.D.Senior Director, RSM US LLP
Kelli Cacciotti, JDSenior Associate, KPMG LLP$49Standard Price
IdentificationEBP1837DateMay 16, 2018Experts will take you through preparing for your Annual EBP FS audit…Speakers
Garrett Hansen, CPA, CGMASr. Mgr, Benefit and Risk Management Finance, Quest Diagnostics, Inc.
Jillian C. Mott, CPAShareholder, Mayer Hoffman McCann P.C.
Manager, Investment Administration & Controls, Shell$49Standard Price
IdentificationEBP1870DateMay 16, 2018Explore a Framework for identifying and evaluating Plan Fees and Revenue Sharing practices that impact Participant value and create Plan Sponsor liability…Speakers
Kelly A. Davis, ERPAPrincipal, Employee Benefit Plans, CliftonLarsonAllen LLP
Retirement Strategist, Strategic Retirement Partners
Managing Director, Strategic Retirement Partners
Managing Director, Strategic Retirement Partners$49Standard Price
IdentificationEBP1844DateMay 16, 2018This session will discuss best practices for training your EBP team on effectively planning and completing plan audits…Speakers
Heidi L. LaMarca, CPAPresident/Managing Partner, Windham Brannon,P.C.
Robert A. Lavenberg, CPA, CGMA, JD, LL.M. (Taxation)President, ERISAworks LLC
Amisha Patel, CPAAudit Principal, Johnson Lambert LLP$49Standard Price
IdentificationEBP1851DateMay 16, 2018• Provide information regarding Plan Sponsor benefit plans governance roles and responsibilities, structure design and compliance with laws and regulationsSpeakers
Robert A. Lavenberg, CPA, CGMA, JD, LL.M. (Taxation)President, ERISAworks LLC
Santiago R. Bianchi, BBA / MBABenefit Plans Reporting Manager, ExxonMobil$49Standard Price
IdentificationEBP18205DateMay 17, 2018The CPA profession evolves daily and with that comes a diverse workforce…Speakers
Jill E. Gilbert, CPA, CGMAPartner, RKL LLP
Steven Harris, CPA, CGMAPartner In Charge - Entrepreneurial Services Group, RubinBrown LLP
Jim Haubrock, CPA, CGMAClark Schaefer Hackett$49Standard Price
IdentificationEBP1865DateMay 17, 2018This session will assist the tax professional in showing how they can add value to:Speakers
Carol E. Zurcher, C.P.A., P.F.S., C.G.M.A.Partner, Thomas, Zurcher & White, P.A.
Wayne R. Kamenitz, CPA, Dual MBA Taxation & FinanceVice President & Regional Compliance Practice Leader, Segal Company$49Standard Price
IdentificationEBP1910DateMay 6, 2019The 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
Santiago R. Bianchi, BBA / MBABenefit Plans Reporting Manager, ExxonMobil
Bonnie M. Marcantel, CPA, CCIFPPartner, Eisner Advisory Group LLC
Senior Vice President, Argent Financial Group, Inc$49Standard Price
IdentificationEBP1939DateMay 7, 2019There 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
Carey Blakeman, CPASenior Manager, AICPA
Dean of Kaufman Rossin University, Kaufman Rossin & Co$49Standard Price
IdentificationEBP1946DateMay 7, 2019A 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
Principal and Employee Benefits Consultant, Plante Moran PLLCGarrett Hansen, CPA, CGMASr. Mgr, Benefit and Risk Management Finance, Quest Diagnostics, Inc.$49Standard Price
IdentificationEBP1953DateMay 7, 2019Session 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
Partner & ERISA/Tax Attorney, FisherBroyles LLP$49Standard Price
IdentificationEBP19204DateMay 8, 2019Overview of the step by step process of building a niche practice or service line focused on employee benefit plan attestation services…Speakers
Travis Jack, CPA, QKAManaging Member, Metz & Associates, PLLC
Managing Member, Torrillo & Associates, LLC$49Standard Price
IdentificationEBP19206DateMay 8, 2019Have 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
Gus De Franco, PhDProfessor, Tulane University$49Standard Price
IdentificationEBP1961DateMay 8, 2019This session will provide tips and general framework for working with plan service providers to achieve a successful, quality audit…Speakers
Jean Hackstock, CPASenior Manager, Plante Moran PLLC
Michael F. Kraemer, CPAFidelity
Kizzy Gaul, Esq.Manager, Regulatory Supervision, Prudential Retirement$49Standard Price
IdentificationEBP2007DateNovember 9, 2020Does 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
Jennifer Allen, CPAPartner, Crowe LLP
Peggy A. Bradley, BASenior Vice President | Client Business Solutions, Northern Trust$49Standard Price
IdentificationEBP2006DateMay 4, 2020This session will provide practical tools, tips and checklists for the plan fiduciary to use to manage fiduciary risk…Speaker
President and General Counsel, Actuarial Benefits & Design Company- IdentificationEBP2074DateMay 6, 2020The 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
J. Calvin Marks, CPAPrincipal, Johnson Lambert LLP
Keith Mong, JD, LL.M.Grant Thornton - IdentificationEBP2071DateMay 6, 2020This session will address advanced topics related to SOC 1 reports and their utilization within an employee benefit plan audit…
Speakers
Partner, RubinBrown, LLP
Lara G. Stanton, CPAAssurance Director, Sikich, LLP - IdentificationEBP2036DateMay 5, 2020Coverage 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
Toby W. Ruda, CPASenior Director, Washington National Tax, Compensation & Benefits, RSM US LLP
Cindy J. Dwyer, CPAManaging Director, CBIZ MHM LLC 
IdentificationEBP2024DateNovember 10, 2020This session will address advanced topics related to SOC 1 reports and their utilization within an employee benefit plan audit…Speakers
Lara G. Stanton, CPAAssurance Director, Sikich, LLPPartner, RubinBrown, LLP$49Standard Price
IdentificationEBP2010DateNovember 9, 2020This session will address how COVID-19 is impacting EBP audit risk assessments…Speakers
Partner, Grant Thornton LLP
Carl R. Mayes, CPAVice President - Audit & Accounting Quality, AICPA & CIMA
Partner, RubinBrown LLP$49Standard Price- IdentificationEBP2020DateMay 4, 2020To Be Announced…
Speakers
Managing Director, Grant Thornton Advisors LLC
Principal, KPMG LLP - IdentificationEBP2079DateMay 6, 2020To Be Announced…
Speakers
Managing Director, Deloitte Tax LLP 
IdentificationEBP2032DateNovember 11, 2020Many 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
Destiny D. Lara, FSAAssistant Vice President, Head of Pensions Product & Pricing, Pacific Life
Director, Pension Solutions, Pacific Life Insurance Company
Chief Client Experience Officer, Pacific Life Insurance Company$49Standard Price
