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Plan Sponsor

  • Thumbnail for New EBP Reporting Standard
    Identification
    EBP1903
    Date
    May 6, 2019
    The 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

    Speaker Image for Linda Delahanty
    Technical Director, AICPA
    Speaker Image for Josie Hammond
    National Director of Employee Benefit Plans, RSM US LLP
    Speaker Image for Tracy Harding
    Principal, Berry Dunn
    $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 Is an ESOP Right for Your Company?
    Identification
    EBP1921
    Date
    May 6, 2019
    This session will discuss whether an ESOP is the best business succession planning tool for a company. We will provide an overview of an ESOP, why a company might or might not want one, and tax/economic/business perspectives of an ESOP. We will provide a case study to illustrate the analysis…

    Speakers

    Speaker Image for Mark Welker
    Partner, Husch Blackwell LLP
    Speaker Image for Keandra Greene
    Keandra Greene, Enrolled Agent
    Washington Nat'l Tax, RSM US LLP
    $49
    Standard Price
  • Thumbnail for Beyond Cybersecurity: Attack of the New Wave of Privacy Regulations
    Identification
    EBP1922
    Date
    May 6, 2019
    Emerging data privacy regulations globally constitute a “third wave” of corporate security and privacy risk that most companies don’t realize yet…

    Speaker

    Speaker Image for Alain  Marcuse
    Director, Security, Privacy and Risk, RSM US LLP
    $49
    Standard Price
  • Thumbnail for Plan Sponsor Best Practices, Fees & Communications
    Identification
    EBP1924
    Date
    May 6, 2019
    Plan sponsors dealings with plan fees and communications vary widely; however, there are some very specific requirements…

    Speakers

    Speaker Image for Wayne Kamenitz
    Wayne R. Kamenitz, CPA, Dual MBA Taxation & Finance
    Vice President & Regional Compliance Practice Leader, Segal Company
    Speaker Image for Christopher Shankle
    Senior Vice President, Argent Financial Group, Inc
    $49
    Standard Price
  • Thumbnail for Executive Compensation: Tax Reform & Beyond
    Identification
    EBP1931
    Date
    May 7, 2019
    Session will detail the changes in section 162(m) and describe how to preserve some deductions in the future. Also will cover considerations for simplifying executive and partner compensation planning…

    Speakers

    Speaker Image for Kelli Cacciotti
    Senior Associate, KPMG LLP
    Speaker Image for Karen Field
    Senior Director, RSM US LLP
    Speaker Image for Eddie Adkins
    Retired Partner, Grant Thornton LLP
    $49
    Standard Price
  • Thumbnail for Legal Update and Recent Court Cases
    Identification
    EBP1937
    Date
    May 7, 2019
    This session is intended to provide an update on key legal developments over the last year including legislation, agency guidance, and relevant court cases surrounding significant employee benefit plan issues…

    Speakers

    Speaker Image for Keith Mong
    Keith Mong, JD, LL.M.
    Grant Thornton
    Speaker Image for Renee Cahill
    Managing Director, Grant Thornton Advisors LLC
    $49
    Standard Price
  • Thumbnail for What Officers and Directors Need to Know
    Identification
    EBP1938
    Date
    May 7, 2019
    Officers and directors are not always aware of their responsibility for information and oversight. This session will provide information to those who are responsible for their employer’s retirement plan or who want to know the details for the oversight responsibilities…

    Speakers

    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    Speaker Image for Jennifer Lehman
    Jennifer Lehman, CPA, CGMA
    CEO and Managing Partner, Hantzmon Wiebel LLP
    $49
    Standard Price
  • Thumbnail for Effective Audit Planning: Best Practices for Plan Sponsor and Auditors
    Identification
    EBP1940
    Date
    May 7, 2019
    Provide best practices regarding the planning and management of benefit plans audit engagements, from a Plan Sponsor perspective…

    Speakers

    Speaker Image for Santiago Bianchi
    Benefit Plans Reporting Manager, ExxonMobil
    Speaker Image for Peggy Bradley
    Senior Vice President | Client Business Solutions, Northern Trust
    Speaker Image for J. White
    Century Link
    $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 Revival of Pension Plans for Executives
    Identification
    EBP1951
    Date
    May 7, 2019
    Session covers the use of pension plans as a tool for mitigating the impact of section 162(m), section 4960, and allowing for access to the section 199A deduction for a specified service trade or business…

    Speaker

    Speaker Image for Christa Bierma
    Principal, Ernst & Young LLP
    $49
    Standard Price
  • Thumbnail for What Does an IRS/DOL Exam Look Like?
    Identification
    EBP1965
    Date
    May 8, 2019
    Pre and post exam and all in-between…

    Speakers

    Speaker Image for Wayne Kamenitz
    Wayne R. Kamenitz, CPA, Dual MBA Taxation & Finance
    Vice President & Regional Compliance Practice Leader, Segal Company
    Speaker Image for Christopher Shankle
    Senior Vice President, Argent Financial Group, Inc
    $49
    Standard Price
  • Thumbnail for State of the Profession
    Identification
    EBP2302
    Date
    May 8, 2023
    The business environment is complex and evolving more rapidly than ever. With changing demographics, revised client and talent expectations, and new technologies, we have to work differently, accelerate our adoption of technology by years and address the new risks presented…

    Speaker

    Speaker Image for Susan Coffey
    Chief Executive Officer - Public Accounting, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for Plan Sponsor Panel – Best Practice Discussion
    Identification
    EBP2308
    Date
    May 8, 2023
    This session includes a panel of plan sponsors who will discuss best practices of working with service providers, best features these plan sponsors utilize to help their plan meet participant needs and key/relevant internal controls and challenges…

    Speakers

    Speaker Image for Santiago Bianchi
    Benefit Plans Reporting Manager, ExxonMobil
    Speaker Image for April Setlik
    Global Benefits Plans Controller, Mars, Incorporated
    Speaker Image for Lisa Green
    Lisa A. Green, QPA, QKA
    Retirement Plan Manager, Sherman & Howard, L.L.C.

    Moderator

    Speaker Image for Theresa Banka
    Partner, Plante & Moran, PLLC
    $49
    Standard Price
  • Thumbnail for Basics of Derivatives
    Identification
    EBP2315
    Date
    May 8, 2023
    This session will describe common derivative investments held by employee benefits plans (including forwards, futures, options and swaps) including how they are valued and on what exchanges they trade, if applicable…

    Speakers

    Speaker Image for Theresa Banka
    Partner, Plante & Moran, PLLC
    Speaker Image for Kristi Kamykowski
    Vice President, Client Business Solutions, Northern Trust
    $49
    Standard Price
  • Thumbnail for Consideration of internal controls: what changed as a result of AU-C 703?
    Identification
    EBP2318
    Date
    May 8, 2023
    Recent auditing and accounting standards have updated both management and auditor responsibilities for considering internal controls. This session will address key internal controls that you should consider at the plan sponsor and with service providers and when to seek reliance on SOC 1 reports…

    Speakers

    Speaker Image for Kory Hoggan
    Partner, Moss Adams LLP
    Speaker Image for Darlene Bayardo
    Owner, Bayardo Accounting and Consulting, PC
    $49
    Standard Price
  • Thumbnail for Cyber Incident Journey
    Identification
    EBP2319
    Date
    May 8, 2023
    Hear from the cyber experts behind one of the top recordkeepers for 401(k) plans and an attorney who helps plan sponsors protect against cybercrime as well as works to ensure compliance with reporting requirements…

    Speakers

    Speaker Image for Darius Davenport
    Partner, Crenshaw, Ware & Martin
    Speaker Image for Trish McGinity
    Head of Cybersecurity Communications, Empower Retirement
    $49
    Standard Price
  • Thumbnail for The Impact and Correction of Common Operational Errors
    Identification
    EBP2320
    Date
    May 8, 2023
    Learn about common operational errors in qualified retirement plans, the proper corrective action of those errors, the impact on plan financial statements, and an overview of the IRS and DOL correction programs from the perspective of an EBP auditor and an ERISA attorney…

    Speakers

    Speaker Image for Brandon Long
    Attorney, Shareholder, McAfee & Taft
    Speaker Image for Gwendolyn Mazzola
    Assurance Partner, HoganTaylor LLP
    $49
    Standard Price
  • Thumbnail for SECURE Act 2.0
    Identification
    EBP2322
    Date
    May 8, 2023
    This course will provide an overview of the new retirement legislation…

    Speakers

    Speaker Image for Stephen Tackney
    Principal, KPMG, LLP
    Speaker Image for Brandon Long
    Attorney, Shareholder, McAfee & Taft
    $49
    Standard Price
  • Thumbnail for Future Ready Benefits Packages: Tax Considerations
    Identification
    EBP2325
    Date
    May 9, 2023
    The tax landscape is changing as employers revamp fringe benefits packages to accommodate remote workers and other changing workforce dynamics. This course will cover tax consequences pertaining to these benefit trends, such as student loan payments, travel expenses, etc…

    Speakers

    Speaker Image for Deborah Walker
    National Director, Compensation and Benefits, Cherry Bekaert LLP
    Speaker Image for Jeffrey Martin
    Principal, Grant Thornton Advisors LLC
    $49
    Standard Price
  • Thumbnail for A Fiduciary Journey: Case Studies in Best Practices
    Identification
    EBP2326
    Date
    May 9, 2023
    Come hear how a plan auditor who is part of his Retirement Committee completed an RFP for an investment advisor and recordkeeping platform while another former plan auditor part of his plan’s Retirement Committee went through a full plan benchmarking study…

    Speakers

    Speaker Image for Matthew Hale
    Manager, Hantzmon Wiebel LLP
    Speaker Image for John Utz
    Managing Member, Utz & Lattan, LLC

    Moderator

    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    $49
    Standard Price
  • Thumbnail for Anatomy of Plan Costs - What they mean and how to value them
    Identification
    EBP2330
    Date
    May 9, 2023
    Investments have a cost…

    Speakers

    Speaker Image for William Thurmond
    Regional Vice President, John Hancock
    Speaker Image for J. Cory Hoffer
    J. Cory Hoffer, MSFS, CFP, C(k)P, AIF
    President, Hermitage Wealth Management, Inc.
    $49
    Standard Price
  • Thumbnail for Equity Compensation Advanced
    Identification
    EBP2332
    Date
    May 9, 2023
    This course will assume a general understanding of different types of equity and cover more advanced technical aspects such as common errors, deposit and reporting rules for equity compensation, the netting rule implications for the new stock buyback excise tax, and redeferral arrangements…

    Speakers

    Speaker Image for Anne Bushman
    Partner, RSM
    Speaker Image for Christa Bierma
    Principal, Ernst & Young LLP
    $49
    Standard Price
  • Thumbnail for Common Investments in Employee Benefit Plan Plans
    Identification
    EBP2340
    Date
    May 9, 2023
    This session provides an overview of investments commonly held by defined contribution plans and focuses on investment testing and disclosures relevant to the fundamentals track case study…

    Speakers

    Speaker Image for Monique Elliott
    Shareholder/Owner, Elliott Group CPAs, PLLC
    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
    $49
    Standard Price

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