Thumbnail for 2021 AICPA & CIMA Employee Benefit Plans Accounting, Auditing and Regulatory Update

2021 AICPA & CIMA Employee Benefit Plans Accounting, Auditing and Regulatory Update



The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately. 

Packages Display Packages

This includes sessions from the conference: 2021 AICPA & CIMA | Employee Benefit Plans Accounting, Auditing and Regulatory Update

Sessions Included:

Retirement Legislative Update (Dec 06, 2021 12:30 PM)

Audit & Accounting Update Part 1: Current Year Considerations (Dec 06, 2021 01:40 PM)

Audit & Accounting Update Part 2: Q&A (Dec 06, 2021 04:00 PM)

Financial Statement Refresh (Dec 07, 2021 12:30 PM)

MEPs and PEPs (Dec 07, 2021 01:40 PM)

Cybersecurity and DOL Guidance for EBPs (Dec 07, 2021 03:00 PM)

$29900
Standard Price
  • Thumbnail for Retirement Legislative Update
    Identification
    AAR2101
    Date
    December 6, 2021

    The session will provide an update on new and pending legislation affecting retirement plan, including recent pension funding changes and SECURE 2.0. It will also cover regulatory initiatives affecting retirement plan investing, proxy voting, and investment advice

    Speaker

    Speaker Image for Michael Kreps
    Principal, Groom Law Group, Chartered

    Moderator

    Speaker Image for Monique Elliott
    Shareholder/Owner, Elliott Group CPAs, PLLC
    $4900
    Standard Price
  • Thumbnail for Audit & Accounting Update Part 1: Current Year Considerations
    Identification
    AAR2102
    Date
    December 6, 2021

    The session will provide participants with an overview of the recently issued accounting and auditing standards, with a focus on SAS 136, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA. The course will also discuss the new multi-employer chapter in the EBP guide and ASC 606 applicability to EBPs.

    Objectives

    • Recently Issued Auditing Standards
    • Recently Issued Attestation Standards
    • Recently Issued Exposure Drafts
    • Other Resources and EBP References

    Moderator

    Speaker Image for Erin Breit
    Audit Principal, BDO USA, P.C.

    Speakers

    Speaker Image for Jessica Friedly
    Assurance Principal- Employee Benefit Plans, BDO USA, P.C.
    Speaker Image for Tiana Wynn
    Tiana D. Wynn, CPA, MBA
    Partner, SB & Company LLC
    Speaker Image for Kerri Franz
    Partner, Weaver, LLP
    $4900
    Standard Price
  • Thumbnail for Audit & Accounting Update Part 2: Q&A
    Identification
    AAR2104
    Date
    December 6, 2021

    Question and Answer session related to SAS 136 implementation.  

    Objectives

    • To gain an understanding on SAS 136 implementation.

    Speakers

    Speaker Image for Kerri Franz
    Partner, Weaver, LLP
    Speaker Image for Erin Breit
    Audit Principal, BDO USA, P.C.
    Speaker Image for Brian Price
    Brian Price, CPA, QKA
    Partner, Autire Technologies, LLC

    Moderator

    Speaker Image for Rance Buss
    Partner, Employee Benefit Plan Audit Services, Weaver LLP
    $4900
    Standard Price
  • Thumbnail for Financial Statement Refresh
    Identification
    AAR2105
    Date
    December 7, 2021

    SAS 136 means that we will need to change our auditors' report. This is also a great opportunity to revisit financial statements and ensure that they are up to date with fair value standards and other relevant standards that impact reporting. We will drill down into key areas that are critical to have in reporting and discuss some of the main challenges within those areas.

    Party in interest/related party, fv disclosures, FBRICs, tax status-as examples

    Objectives

    • Ensure accurate and complete financial statement disclosures
    • Understand common missteps with financial statement reporting

    Speakers

    Speaker Image for Jennifer Allen
    Partner, Crowe LLP
    Speaker Image for Wendy Terry
    Wendy Y. Terry, CPA, CGMA
    Partner, WithumSmith+Brown, PC

    Moderator

    Speaker Image for Kelly Mann
    CEO and Co-Founder, AuditMiner
    $4900
    Standard Price
  • Thumbnail for MEPs and PEPs
    Identification
    AAR2106
    Date
    December 7, 2021

    Update on the new PEPs (Secure Act) - consideration of Form 5500 filings, Audit requirements, etc.

    PEP plans and foreseeable audit issues - how to handle; what guidance is available, any tools etc.

    Moderator

    Speaker Image for Josie Hammond
    National Director of Employee Benefit Plans, RSM US LLP

    Speakers

    Speaker Image for Maria Christiaens
    Retired Partner, Eide Bailly, LLP
    Speaker Image for Debbie Smith
    Partner, Grant Thornton LLP
    $4900
    Standard Price
  • Thumbnail for Cybersecurity and DOL Guidance for EBPs
    Identification
    AAR2107
    Date
    December 7, 2021

    Thomas Shola, AVP IT Cyber Security Officer with John Hancock Retirement, is responsible for the development, execution and oversight of all GWAM’s (Global Wealth Asset Management) IT risk management and information security activities, with an emphasis on cyber security and continuous improvement of the technical aspects of risk management and security. Thom will provide an overview of the current challenges, industry trends, and best practices for plan sponsors and retirement professionals to follow regarding protecting plan assets, data, and retirement participant’s accounts.

    Speaker

    Speaker Image for Thom Shola
    Manulife Investment Management

    Moderators

    Speaker Image for Lara Stanton
    Assurance Director, Sikich, LLP
    Speaker Image for Jason Yepko
    Jason Yepko, CRPS, CPFA
    Director, Retirement Plan Consulting, One Digital
    $4900
    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.