Categories
Tags

Optional Workshop

  • Thumbnail for Introduction to Employee Benefit Plan Audits
    Identification
    EBP18101
    Date
    May 14, 2018
    This 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

    Speaker Image for Marcus Aron
    Chief, Division of Accounting Services, Employee Benefits Security Administration, U.S. Department of Labor
    Speaker Image for Megan Knoblauch
    Partner, RubinBrown
    Speaker Image for Bob Cote
    Cote, LLP
    Speaker Image for Marilee Lau
    Partner, Retired KPMG Partner
    $79
    Standard Price
  • Thumbnail for Form 5550: We're Going All In
    Identification
    EBP18102
    Date
    May 14, 2018
    This 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

    Speaker Image for Scott Albert
    Chief of the Division of Reporting Compliance, U.S. Department of Labor (EBSA)
    Speaker Image for Deborah Packer
    Director, PricewaterhouseCoopers LLP
    Speaker Image for Kimberly Flett
    Partner, ERISA & Tax Financial Services, Inc.
    Speaker Image for Michael Kraemer
    Fidelity
    Speaker Image for Laura Anderson
    Senior Manager, E&Y
    $79
    Standard Price
  • Thumbnail for Emerging EBP Professionals Workshop: New to the Game? Learn Tips from Expert Players
    Identification
    EBP18EP
    Date
    May 14, 2018
    This workshop has it all: hands-on training in specific areas, professional development skills, building credibility, fostering relationships, and communication tips…

    Speakers

    Speaker Image for David Stern
    Partner, Fasten Halberstam LLP
    Speaker Image for Jennifer Lehman
    Jennifer Lehman, CPA, CGMA
    CEO and Managing Partner, Hantzmon Wiebel LLP
    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    $79
    Standard Price
  • Thumbnail for Prepping for the Advanced Single Audit Certificate
    Identification
    GAE18301
    Date
    August 15, 2018
    This 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

    Speaker Image for John Good
    Managing Director, Ernst & Young
    Speaker Image for Melisa Galasso
    Melisa F. Galasso, CPA, CGMA, CPTD
    CEO, Galasso Learning Solutions
    $79
    Standard Price
  • Thumbnail for The Form 990 Under the Microscope
    Identification
    GOV18101
    Date
    October 14, 2018
    This 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

    Speaker Image for Dave Moja
    CPA, Moja & Company
    Speaker Image for Brian Yacker
    Principal, Nonprofit Tax, Baker Tilly Advisory Group
    $79
    Standard Price
  • Thumbnail for Single Audit: A to Z
    Identification
    GOV18102
    Date
    October 14, 2018
    This 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

    Speaker Image for Rachel Stushek
    Professional Practice Director, Grant Thornton LLP
    Speaker Image for Eric Formberg
    Eric Formberg, CPA,CGFM
    Retired Partner, Plante Moran
    $79
    Standard Price
  • Thumbnail for Hands-on Data Analytics and Visualizations
    Identification
    FVC18101
    Date
    November 5, 2018
    Click Here for Data Analytics Workshop Handouts [https://www.dropbox…

    Speakers

    Speaker Image for Travis Armstrong
    Partner, Hemming Morse, LLP
    Speaker Image for Aditya Yerramilli
    Aditya Yerramilli, CPA, CFE, CGMA
    Data Analytics & Forensics Manager, Google Inc.
    $79
    Standard Price
  • Thumbnail for Developing an Effective Business Development Plan for Your FVS Practice
    Identification
    FVC18102
    Date
    November 5, 2018
    This 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

    Speaker Image for Robert Gray
    Robert P. Gray, CPA, CGMA, ABV, CFF, CFE
    Member/Principal, Gray Schrupp & Associates PLLC
    Speaker Image for Rob Kester
    Rob Kester, CPA, ABV, CFF
    Director (Partner), Blue & Co., LLC
    $79
    Standard Price
  • Thumbnail for Introduction to Employee Benefit Plan Audits
    Identification
    EBP19101
    Date
    May 5, 2019
    This 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

    Speaker Image for Marcus Aron
    Chief, Division of Accounting Services, Employee Benefits Security Administration, U.S. Department of Labor
    Speaker Image for Marilee Lau
    Partner, Retired KPMG Partner
    Speaker Image for Bob Cote
    Cote, LLP
    $79
    Standard Price
  • Thumbnail for Form 5500 Workshop
    Identification
    EBP19102
    Date
    May 5, 2019
    This 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

    Speaker Image for Deborah Packer
    Director, PricewaterhouseCoopers LLP
    Speaker Image for Kimberly Flett
    Partner, ERISA & Tax Financial Services, Inc.
    Speaker Image for Katherine Smith
    Manager, Ernst & Young LLP
    Speaker Image for Michael Kraemer
    Fidelity
    Speaker Image for Scott Albert
    Chief of the Division of Reporting Compliance, U.S. Department of Labor (EBSA)
    $79
    Standard Price
  • Thumbnail for Emerging EBP Professionals Workshop
    Identification
    EBP19EP
    Date
    May 5, 2019
    This workshop has it all: hands-on training in specific areas, professional development skills, building credibility, fostering relationships, and communication tips…

    Speakers

    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    Speaker Image for Amisha Patel
    Audit Principal, Johnson Lambert LLP
    Speaker Image for Jennifer Lehman
    Jennifer Lehman, CPA, CGMA
    CEO and Managing Partner, Hantzmon Wiebel LLP
    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
    $79
    Standard Price
  • Thumbnail for Conquering Single Audit Challenges
    Identification
    GAE19302
    Date
    August 14, 2019
    This session will discuss several of the more advanced nuances of performing a single audit…

    Speakers

    Speaker Image for Amanda Ward
    Partner, Plante Moran
    Speaker Image for George Strudgeon
    George D. Strudgeon, CPA, CGFM, CGMA, MBA
    Audit Director, Virginia Auditor of Public Accounts
    Speaker Image for Brittney Williams
    Audit Partner, HeinfeldMeech
    Speaker Image for Teresa Bordeaux
    Teresa Bordeaux, CPA, CGMA
    Senior Manager — Governmental Accounting & Auditing — Public Accounting, AICPA
    $79
    Standard Price
  • Thumbnail for Your Brain on Goals
    Identification
    WOM19101
    Date
    November 6, 2019
    Neuroscientists 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

    Speaker Image for Jane Moran
    Co-Founder, Noesis Learning Inc.
    $79
    Standard Price
  • Thumbnail for Demystifying CyberSecurity: Why It’s Not a Technology Problem?
    Identification
    WOM19102
    Date
    November 6, 2019
    Join 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

    Speaker Image for Amber Welch
    Amber Welch, MA, CISSP, CISA, CIPP/E, CIPM, FIP, CCSK
    Cyber Risk Specialist, McKinsey & Company
    $79
    Standard Price

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.