2019 Employee Benefit Plan Audit Conference

Description

Employee Benefit Plans (EBPs) present challenges to the CPA firms engaged to audit them. In addition to the dissimilarity they pose from the corporate audit, CPA firms performing EBP audits are subject to the scrutiny of the Department of Labor (DOL). The Employee Benefit Plan Audit Conference equips CPAs in public practice with guidance on how to perform a quality audit of an EBP. The conference offers two tracks – Basic and Intermediate/Advanced – 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 an update on accounting and auditing issues and offers a variety of sessions designed to address areas that add complexity to EBP engagements.

The DOL notes they find the highest audit quality deficiency rates in firms performing less than 100 EBP audits. Come learn about the many specialized compliance requirements and audit and accounting rules that affect EBPs to better equip your firm for performing quality audits. Also, receive updates on EBP legislative and regulatory issues, including current developments at the DOL.

*If you choose to attend the simulcast, please note that only certain sessions will be offered in this format.* . Those sessions are indicated by the * (intermediate/advanced track)

If you’re interested in sponsoring this event, please contact Amy Puente at amyp@macpa.org.

Provider
Maryland Association of CPAs
Course Level
TBD
Professional Area of Focus
Employee Benefits
CPE Field of Study
TBD
Location

Sheraton Columbia Hotel, 10207 Wincopin Cir, Columbia, MD 21044, United States

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When
May 13, 2019
8:00 am - 4:30 pm EDT
Location
Sheraton Columbia Hotel, 10207 Wincopin Cir, Columbia, MD 21044, United States
Total CPE Credits
8
Format
In-Person + Simulcast

AGENDA

DAY 1 of 1 May 13, 2019
7:30 am - 8:00 am
Registration and Continental Breakfast
8:00 am - 8:10 am
Welcome to the Day
1.2 CREDITS 8:10 am - 9:10 am
Department of Labor Update

Speaker: Marcus Aron, CPA, Senior Auditor at U.S. Department of Labor

9:10 am - 9:25 am
Networking Break
2.5 CREDITS 9:25 am - 11:30 am
Basic Audit Workshop Session 1

Speakers: Marilee Lau, CPA, MBA, Employee Benefit Plan Accounting and Auditing Consultant and Marcus Aron, CPA, Senior Auditor at U.S. Department of Labor

*Interpreting Plan Documents / SOC1*

Speakers: Jen Amato, CPA, Audit Director at SC&H Group and Adam Meehan, JD, LL.M., Employee Benefits and Executive Compensation Attorney at Smith & Downey, P.A.

11:30 am - 12:30 pm
Lunch
.9 CREDIT 12:30 pm - 1:15 pm
Basic Audit Workshop Session 2

Speakers: Jennifer Downs, CPA, 401(k) and 403(b) Audit Specialist at Benefit Audit Group, LLC & Conference Committee Chair and Marcus Aron, CPA, Senior Auditor at U.S. Department of Labor

*Accounting and Auditing Update*

Speaker: Marilee Lau, CPA, MBA, Employee Benefit Plan Accounting and Auditing Consultant

1:15 am - 1:30 am
Networking Break
1.5 CREDITS 1:30 pm - 2:45 pm
Basic Audit Workshop Session 3

Speakers: Marilee Lau, CPA, MBA, Employee Benefit Plan Accounting and Auditing Consultant and Marcus Aron, CPA, Senior Auditor at U.S. Department of Labor

*Unique Plan Session*

Speakers: Kate Petrillo, CPA, Partner at Aronson LLC and Mark Buckberg, CPA, CFE, CFF, Partner at WithumSmith+Brown

2:45 pm - 3:00 pm
Networking Break
1.8 CREDITS 3:00 pm - 4:30 pm
*Electronic Environment Session*

Speakers: Josh Zimmerman, CPA, Audit Manager at HCF&L and Olga Meadowcroft, CPA, Senior Director at RSM US LLP

MEMBER


$ (% off)
$275.00
Price includes $25 early registration discount(s) - expires 04/16/2019
Price increases to $300.00 on 04/17/2019

NON-MEMBER


$ (% off)
$375.00
Price includes $25 early registration discount(s) - expires 04/16/2019
Price increases to $400.00 on 04/17/2019
Become A Member

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2019 Employee Benefit Plan Audit Conference


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