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Optional Workshop
IdentificationEBP18101DateMay 14, 2018This all-day pre-conference workshop is geared toward individuals interested in a general overview and update of the audit, accounting and reporting requirements for employee benefit plans…Speakers
Chief, Division of Accounting Services, Employee Benefits Security Administration, U.S. Department of Labor
Megan Knoblauch, CPAPartner, RubinBrown
Cote, LLP
Partner, Retired KPMG Partner$79Standard Price
IdentificationEBP18102DateMay 14, 2018This half-day Form 5500 workshop will provide a practical review of the Form 5500 and related schedules. We will also explore common practitioner questions and pitfalls of the Form 5500 and related schedules…Speakers
Chief of the Division of Reporting Compliance, U.S. Department of Labor (EBSA)
Deborah Packer, J.D.Director, PricewaterhouseCoopers LLP
Kimberly A. Flett, CPAPartner, ERISA & Tax Financial Services, Inc.
Michael F. Kraemer, CPAFidelity
Senior Manager, E&Y$79Standard Price
IdentificationEBP18EPDateMay 14, 2018This workshop has it all: hands-on training in specific areas, professional development skills, building credibility, fostering relationships, and communication tips…Speakers
Partner, Fasten Halberstam LLP
Jennifer Lehman, CPA, CGMACEO and Managing Partner, Hantzmon Wiebel LLP
President and General Counsel, Actuarial Benefits & Design Company$79Standard Price
IdentificationGAE18301DateAugust 15, 2018This course is designed to walk through the content to help prepare you for the Single Audit Certificate. It will include case studies to demonstrate the materials to best prepare you to successfully receive your digital badge…Speakers
John R. Good, CPAManaging Director, Ernst & Young
Melisa F. Galasso, CPA, CGMA, CPTDCEO, Galasso Learning Solutions$79Standard Price
IdentificationGOV18101DateOctober 14, 2018This workshop is not available as part of the Online or Flex Pass registration options. This workshop covers an in-depth analysis of the Form 990 by two noted experts. Due to the interactive nature of this workshop, bring your specific Form 990 questions to get answers…Speakers
CPA, Moja & Company
Principal, Nonprofit Tax, Baker Tilly Advisory Group$79Standard Price
IdentificationGOV18102DateOctober 14, 2018This workshop is not available as part of the Online or Flex Pass registration options. If you've never done a single audit or have limited experience, get the most out of the main conference single audit track by attending this workshop…Speakers
Rachel M. Stushek, CPAProfessional Practice Director, Grant Thornton LLP
Eric Formberg, CPA,CGFMRetired Partner, Plante Moran$79Standard Price
IdentificationFVC18101DateNovember 5, 2018Click Here for Data Analytics Workshop Handouts [https://www.dropbox…Speakers
Travis Armstrong, CPA, CFFPartner, Hemming Morse, LLP
Aditya Yerramilli, CPA, CFE, CGMAData Analytics & Forensics Manager, Google Inc.$79Standard Price
IdentificationFVC18102DateNovember 5, 2018This workshop is not available as part of the Online or Flex Pass registration options. This presentation is designed to prepare participants to more effectively obtain, service existing clients, and manage engagement situations. It presents business development planning (e.g…Speakers
Robert P. Gray, CPA, CGMA, ABV, CFF, CFEMember/Principal, Gray Schrupp & Associates PLLC
Rob Kester, CPA, ABV, CFFDirector (Partner), Blue & Co., LLC$79Standard Price
IdentificationEBP19101DateMay 5, 2019This all-day pre-conference workshop is geared toward individuals interested in a general overview and update of the audit, accounting and reporting requirements for employee benefit plans…Speakers
Chief, Division of Accounting Services, Employee Benefits Security Administration, U.S. Department of LaborPartner, Retired KPMG PartnerCote, LLP$79Standard Price
IdentificationEBP19102DateMay 5, 2019This half-day Form 5500 workshop will provide a practical review of the Form 5500 and related schedules. We will explore common practitioner questions and Form 5500 and related schedules' pitfalls…Speakers
Deborah Packer, J.D.Director, PricewaterhouseCoopers LLPKimberly A. Flett, CPAPartner, ERISA & Tax Financial Services, Inc.
Manager, Ernst & Young LLPMichael F. Kraemer, CPAFidelityChief of the Division of Reporting Compliance, U.S. Department of Labor (EBSA)$79Standard Price
IdentificationEBP19EPDateMay 5, 2019This workshop has it all: hands-on training in specific areas, professional development skills, building credibility, fostering relationships, and communication tips…Speakers
President and General Counsel, Actuarial Benefits & Design Company
Amisha Patel, CPAAudit Principal, Johnson Lambert LLPJennifer Lehman, CPA, CGMACEO and Managing Partner, Hantzmon Wiebel LLP
Audit Partner, A.C. Evans LLC$79Standard Price
IdentificationGAE19302DateAugust 14, 2019This session will discuss several of the more advanced nuances of performing a single audit…Speakers
Partner, Plante Moran
George D. Strudgeon, CPA, CGFM, CGMA, MBAAudit Director, Virginia Auditor of Public Accounts
Brittney Williams, CPA, CGFMAudit Partner, HeinfeldMeech
Teresa Bordeaux, CPA, CGMASenior Manager — Governmental Accounting & Auditing — Public Accounting, AICPA$79Standard Price
IdentificationWOM19101DateNovember 6, 2019Neuroscientists tell us our brain is a social organ. Before anything else. And the more we understand this highly sensitive operating system, the more likely we are to reach our biggest goals…Speaker
Co-Founder, Noesis Learning Inc.$79Standard Price
IdentificationWOM19102DateNovember 6, 2019Join this interactive workshop to hear and discuss the top 10 cybersecurity issues that you should know/think about in both the workplace and at home…Speaker
Amber Welch, MA, CISSP, CISA, CIPP/E, CIPM, FIP, CCSKCyber Risk Specialist, McKinsey & Company$79Standard Price
