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Plan Sponsor
IdentificationEBP1903DateMay 6, 2019The 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
Technical Director, AICPA
National Director of Employee Benefit Plans, RSM US LLP
Tracy Harding, CPAPrincipal, Berry Dunn$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
IdentificationEBP1921DateMay 6, 2019This 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
Mark D. Welker, CPA, JDPartner, Husch Blackwell LLP
Keandra Greene, Enrolled AgentWashington Nat'l Tax, RSM US LLP$49Standard Price
IdentificationEBP1922DateMay 6, 2019Emerging data privacy regulations globally constitute a “third wave” of corporate security and privacy risk that most companies don’t realize yet…Speaker
Director, Security, Privacy and Risk, RSM US LLP$49Standard Price
IdentificationEBP1924DateMay 6, 2019Plan sponsors dealings with plan fees and communications vary widely; however, there are some very specific requirements…Speakers
Wayne R. Kamenitz, CPA, Dual MBA Taxation & FinanceVice President & Regional Compliance Practice Leader, Segal CompanySenior Vice President, Argent Financial Group, Inc$49Standard Price
IdentificationEBP1931DateMay 7, 2019Session 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
Kelli Cacciotti, JDSenior Associate, KPMG LLP
Karen M. Field, J.D.Senior Director, RSM US LLP
Eddie Adkins, CPARetired Partner, Grant Thornton LLP$49Standard Price
IdentificationEBP1937DateMay 7, 2019This 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
Keith Mong, JD, LL.M.Grant Thornton
Managing Director, Grant Thornton Advisors LLC$49Standard Price
IdentificationEBP1938DateMay 7, 2019Officers 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
President and General Counsel, Actuarial Benefits & Design Company
Jennifer Lehman, CPA, CGMACEO and Managing Partner, Hantzmon Wiebel LLP$49Standard Price
IdentificationEBP1940DateMay 7, 2019Provide best practices regarding the planning and management of benefit plans audit engagements, from a Plan Sponsor perspective…Speakers
Santiago R. Bianchi, BBA / MBABenefit Plans Reporting Manager, ExxonMobil
Peggy A. Bradley, BASenior Vice President | Client Business Solutions, Northern Trust
Century Link$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 PLLC
Garrett Hansen, CPA, CGMASr. Mgr, Benefit and Risk Management Finance, Quest Diagnostics, Inc.$49Standard Price
IdentificationEBP1951DateMay 7, 2019Session 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
Principal, Ernst & Young LLP$49Standard Price
IdentificationEBP1965DateMay 8, 2019Pre and post exam and all in-between…Speakers
Wayne R. Kamenitz, CPA, Dual MBA Taxation & FinanceVice President & Regional Compliance Practice Leader, Segal CompanySenior Vice President, Argent Financial Group, Inc$49Standard Price
IdentificationEBP2302DateMay 8, 2023The 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
Chief Executive Officer - Public Accounting, AICPA & CIMA$49Standard Price
IdentificationEBP2308DateMay 8, 2023This 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
Santiago R. Bianchi, BBA / MBABenefit Plans Reporting Manager, ExxonMobil
April Setlik, CPAGlobal Benefits Plans Controller, Mars, Incorporated
Lisa A. Green, QPA, QKARetirement Plan Manager, Sherman & Howard, L.L.C.Moderator
Theresa K. Banka, CPAPartner, Plante & Moran, PLLC$49Standard Price
IdentificationEBP2315DateMay 8, 2023This 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
Theresa K. Banka, CPAPartner, Plante & Moran, PLLC
Vice President, Client Business Solutions, Northern Trust$49Standard Price
IdentificationEBP2318DateMay 8, 2023Recent 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
Partner, Moss Adams LLP
Owner, Bayardo Accounting and Consulting, PC$49Standard Price
IdentificationEBP2319DateMay 8, 2023Hear 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
Partner, Crenshaw, Ware & Martin
Head of Cybersecurity Communications, Empower Retirement$49Standard Price
IdentificationEBP2320DateMay 8, 2023Learn 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
Attorney, Shareholder, McAfee & Taft
Assurance Partner, HoganTaylor LLP$49Standard Price
IdentificationEBP2322DateMay 8, 2023This course will provide an overview of the new retirement legislation…Speakers
Principal, KPMG, LLPAttorney, Shareholder, McAfee & Taft$49Standard Price
IdentificationEBP2325DateMay 9, 2023The 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
National Director, Compensation and Benefits, Cherry Bekaert LLP
Principal, Grant Thornton Advisors LLC$49Standard Price
IdentificationEBP2326DateMay 9, 2023Come 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
Matthew W. Hale, CPAManager, Hantzmon Wiebel LLP
John L. Utz, J.D.Managing Member, Utz & Lattan, LLCModerator
President and General Counsel, Actuarial Benefits & Design Company$49Standard Price
IdentificationEBP2330DateMay 9, 2023Investments have a cost…Speakers
Regional Vice President, John Hancock
J. Cory Hoffer, MSFS, CFP, C(k)P, AIFPresident, Hermitage Wealth Management, Inc.$49Standard Price
IdentificationEBP2332DateMay 9, 2023This 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
Partner, RSMPrincipal, Ernst & Young LLP$49Standard Price
IdentificationEBP2340DateMay 9, 2023This 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
Shareholder/Owner, Elliott Group CPAs, PLLC
Audit Partner, A.C. Evans LLC$49Standard Price
