2017 Employee Benefit Plan Conference

Date: May 15, 2017 Location: Columbia, MD CPE: 8 Format: In-Person + Simulcast
EVENT DESCRIPTION

Employee Benefit Plans are important to the hiring and retention of employees for any business. However, they do present challenges to the CPAs engaged to audit them and Plan Sponsors who administer them.  The Employee Benefit Plan Conference equips CPAs in public and private sectors with guidance to better audit and operate Employee Benefit Plans (EBP). The conference offers three tracks (Basic, Intermediate/Advanced and Plan Sponsors), each dealing with issues that impact EBPs.   The Basic track walks through the required audit procedures for CPAs who are new to auditing EBPs.  The Intermediate/Advanced track provides CPAs who are experienced in auditing EBPs a more in-depth discussion of challenges in planning and risk assessments, an update on accounting issues and insight on proper auditing procedures to avoid trouble with the DOL.  The Plan Sponsor track will feature sessions on correcting and avoiding plan errors, plan design and employee benefit and executive compensation planning.  Learn more about accounting, auditing, and reporting requirements, and receive updates on EBP legislative and regulatory issues, including current developments at the Department of Labor.

EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Accounting & Auditing Employee Benefits Tax
CPE FIELD OF STUDY
Auditing (8 Credits)
WHO SHOULD ATTEND
If you are a CPA working in the corporate environment, interested in performing these types of audits, advising corporate clients, or are a plan sponsor you need to be here.
COURSE LEVEL
Intermediate
LOCATION

AGENDA

DAY 1 of 1 May 15, 2017
7:30 am - 8:00 am
Registration and Continental Breakfast
8:00 am - 8:10 am
Welcome to the Day
8:10 am - 8:40 am
Department of Labor Update

Speaker: Michael Auerbach, CPA, Employee Benefits Security Administration

8:40 am - 9:25 am
Employee Benefits and Executive Compensation Developments Since January 20, 2017

Speaker: Henry Smith, Smith & Downey

9:25 am - 9:40 am
Networking Break
9:40 am - 11:30 am
01- Basic Audit Workshop: 1 of 3

Speakers: Marilee Lau, CPA, KPMG & Michael Auerbach, CPA, Employee Benefits Security Administration

Please note, it is recommended that you plan to attend all 3 sessions of these sessions as a continuous track. They are not duplicate courses.

02- Intermediate/ Plan Sponsor: Definition of Compensation

Speaker: Henry Smith, Smith & Downey

11:30 am - 12:30 pm
Lunch
12:30 pm - 1:45 pm
03- Basic Audit Workshop 2 of 3

Speakers: Marilee Lau, CPA, KPMG & Michael Auerbach, CPA, Employee Benefits Security Administration

Please note, it is recommended that you plan to attend all 3 sessions of these sessions as a continuous track. They are not duplicate courses.

04- Intermediate/ Advanced: A&A Update

Speaker: Heather Karpawich, Grant Thornton LLP

05- Plan Sponsors: Anticipating, Preparing and Effectively Responding to Government Oversight of Your Employee Benefit Plans

Speakers: Mark Flanagan, Aronson LLC & Andrea O’Brien, Esq., IslerDare PC

Growing concerns over the adequacy of retirement income, heightened scrutiny of plan fiduciaries, and increased disclosure requirements, combined with rigorous oversight by the IRS and the DOL’s Office of Chief Accountant and Employee Benefits Security Administration, are enough to keep any plan sponsor up at night.  Join us for a panel discussion where we will discuss steps that plan sponsors can take to anticipate, prepare, and effectively respond to government inquiries of all types regarding employee benefit plans.  Topics to be addressed include:

  • The basics of what an IRS or DOL inquiry means to you; the dos and don’ts of responding to a regulator.
  • What are the “hot button” issues that are the focus of IRS and DOL plan reviews and of recent surges in plan-related litigation; how real are those risks; and what strategies can you implement to mitigate those challenges?
  • What kind of oversight and monitoring should you be doing of your plan’s operations?
  • What “best practices” should plan sponsors be following today’s regulatory environment?

 

1:45 pm - 2:00 pm
Networking Break
2:00 pm - 3:15 pm
06- Basic Audit Workshop 3 of 3

Speakers: Marilee Lau, CPA, KPMG & Michael Auerbach, CPA, Employee Benefits Security Administration

Please note, it is recommended that you plan to attend all 3 sessions of these sessions as a continuous track. They are not duplicate courses.

07- Intermediate/ Advanced: Advanced Issues Affecting Your Audit File

Speakers: Jennifer Downs, CPA, Benefit Audit Group, LLC and Kate Petrillo, CPA, Aronson LLC

This session will be dedicated to advanced issues that often create challenges in our audit engagements.  Topics include auditing in an electronic environment, initial audit procedures, proper use of SOC 1s and other unique audit considerations for DC, DB, H&W and ESOPs.

08- Plan Sponsor: Practical Takeaways for Employee Benefit Plans

Speaker: Tribridge Partner Representative

3:15 pm - 3:30 pm
Networking Break
3:30 pm - 4:30 pm
End-note: Cyber Security

Speakers: Jeff Bathurst, SC&H Group,  Leslie Kirsch, Bond Beebe Forensics, & Michael Auerbach, Employee Benefits Security Administration

MACPA MEMBER


$ (% off)
$275.00
Price includes $xx early registration discount(s) - expires xx/xx
Price increases to $300.00 on 04/17/2017

NON-MEMBER


$ (% off)
$375.00
Price includes $xx early registration discount(s) - expires xx/xx
Price increases to $400.00 on 04/17/2017
REGISTER FOR THIS EVENT
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