Sessions Included:

State of the Profession (May 08, 2023 10:30 AM)

403(b) Plans Basic to Intermediate (May 08, 2023 11:30 AM)

Technology in the Audit (May 08, 2023 01:20 PM)

Plan Sponsor Panel – Best Practice Discussion (May 08, 2023 01:20 PM)

Risk Assessment under SAS 145 (May 08, 2023 01:20 PM)

Understanding Plan Documents (May 08, 2023 01:20 PM)

Multiemployer Plans: Annual Update and Considerations (May 08, 2023 02:45 PM)

Learning from experience: Peer review deficiencies and best practices for corrections (May 08, 2023 02:45 PM)

Basics of Derivatives (May 08, 2023 02:45 PM)

Planning and Risk Assessment: Part I (May 08, 2023 02:45 PM)

Tax Hot Topics (May 08, 2023 04:05 PM)

Consideration of internal controls: what changed as a result of AU-C 703? (May 08, 2023 04:05 PM)

Cyber Incident Journey (May 08, 2023 04:05 PM)

The Impact and Correction of Common Operational Errors (May 08, 2023 04:05 PM)

Planning and Risk Assessment: Part II (May 08, 2023 04:05 PM)

SECURE Act 2.0 (May 08, 2023 05:05 PM)

Audit and Accounting Update (May 09, 2023 08:00 AM)

Health and Welfare plans (May 09, 2023 08:00 AM)

Future Ready Benefits Packages: Tax Considerations (May 09, 2023 08:00 AM)

A Fiduciary Journey: Case Studies in Best Practices (May 09, 2023 08:00 AM)

Contributions and Participant Data: Part I (May 09, 2023 08:00 AM)

Defined Benefit Plans: Unique Audit Issues (May 09, 2023 09:00 AM)

Anatomy of Plan Costs - What they mean and how to value them (May 09, 2023 09:00 AM)

Equity Compensation Advanced (May 09, 2023 09:00 AM)

Contributions and Participant Data: Part II (May 09, 2023 09:00 AM)

Analyzing and understanding actuarial reports (May 09, 2023 10:20 AM)

Shifting Sands: Up and Coming EBP Professionals (May 09, 2023 10:20 AM)

Understanding ITGC for EBP Audits (May 09, 2023 10:20 AM)

MEPs, PEPs and Group Filings under the SECURE Act (May 09, 2023 10:20 AM)

Common Investments in Employee Benefit Plan Plans (May 09, 2023 10:20 AM)

MEPs/MEWAs/PEPs - 2021 Lessons Learned, 2022 & Beyond (May 09, 2023 11:20 AM)

Electronic Audit Evidence (May 09, 2023 11:20 AM)

Digging Into the Definition of Compensation + 414(s) (May 09, 2023 11:20 AM)

Everything You Ought to Know About Distributions and Plans Expenses (May 09, 2023 11:20 AM)

KEYNOTE: Unlock an Ownership Culture (May 09, 2023 01:35 PM)

Utilizing SOC 1 Reports in an EBP Audit (May 09, 2023 03:20 PM)

Compensation & Benefits Foundations (May 09, 2023 03:20 PM)

ESOPs (May 09, 2023 03:20 PM)

Financial Reporting and Wrap-Up (May 09, 2023 03:20 PM)

Trail Guide: Finding Your Way Around the Mountain of Resources (May 10, 2023 07:00 AM)

AICPA EBPAQC (May 10, 2023 07:00 AM)

Peer Roundtable: Plans > 100 (May 10, 2023 07:00 AM)

Peer Roundtable: Plans < 100 (May 10, 2023 07:00 AM)

Project Management Best Practices (May 10, 2023 08:00 AM)

Dynamic Company Transactions: A study of mergers, acquisitions, and spinoffs (May 10, 2023 08:00 AM)

Putting the Employee in ESG (May 10, 2023 08:00 AM)

Asking for a Friend (May 10, 2023 08:00 AM)

Managing the Audit of the Future Now (May 10, 2023 09:45 AM)

The Great Sand Dunes: Pitfalls in Plans M&A/Mergers, Spin-offs, and Terminations (May 10, 2023 09:45 AM)

Come Together: Roles and Responsibilities, and Collaboratively Working Together (May 10, 2023 09:45 AM)

The Talent Shortage, presented by alliantgroup (May 09, 2023 07:00 AM)

Improving EBP Audit Quality Starts With Why, presented by Makosi (May 09, 2023 07:00 AM)