2023 EMPLOYEE BENEFIT PLAN AUDIT CONFERENCE (Int/Adv)

Description

Employee Benefit Plans are important to the hiring and retention of employees for any business. However, there are many aspects of plan operations that if not properly administered by plan sponsors can lead to errors and possible loss of exempt status. The Employee Benefit Plan Audit Conference equips CPAs who audit these Employee Benefit Plans with guidance on planning and performing more efficient and effective audits in accordance with the AICPA Audit and Accounting Guide and Department of Labor audit requirements.


This year’s topics will include:

Department of Labor Update

SAS 136 – Best Practices, Lessons Learned

Cybersecurity

Vendor panel – we will discuss tech trends, tips, the changing environment, next best question to get audit evidence

We are in the process of planning this year’s conference and would appreciate your input!

Our presenters want to make sure these sessions are valuable to you, so feel free to use this link to view our topics and ask a question you would like answered during the presentation. 

Provider
Maryland Association of CPAs
Course Level
Intermediate
Professional Area of Focus
Employee Benefit Plans
Accounting & Auditing
CPE Field of Study
Auditing
8
Location
LIVE- ONLINE WEBCAST
Event Information
When
May 15, 2023
8:00 am - 5:00 pm EST
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
8
Format
Live Webcast

Agenda

Day 1

05/15/2023
8:00 am
Welcome to the Day / Housekeeping Items
8:10 am
Department of Labor Updae

Marcus Aron

9:10 am
Break
9:20 am
SAS 136 Best practices, lessons learned
10:50 am
Break
11:00 am
Topic: Cybersecurity – Ensuring Employee Benefit Plan Sponsors Incorporate DoL into Their Cyber Programs

Speaker: Julie Tracy, MS, WGU, Manager, Withum Cyber

 

Most businesses have an information security program that is managed by the CISO or CIO (depending on the size and scope of the business).  The focus of these programs is protecting the confidentiality, integrity and availability of the technology assets and information they store and process. We will discuss how to ensure that the overall Information Security Program of a business includes the Department of Labor cybersecurity best practices for the Employee Benefit Plan.

12:00 pm
Lunch
1:00 pm
Vendor Panel
2:00 pm
Break
2:20 pm
Case Studies - Different situations and the audit impact

Nelly Gizdova, CPA, Principal, UHY, LLP

Kate Petrillo, CPA, CGMA, Partner, Aprio, LLP

Josh Zimmerman, CPA, Principal, Handwerger, Cardenga, Gunkhouser & Lurman, PA

4:05 pm
Conference Adjourns

MEMBER


$ (% off)
$275.00
Price includes $25 early registration discount(s) - expires 04/15/2023
Price increases to $300.00 on 04/16/2023

NON-MEMBER


$ (% off)
$375.00
Price includes $25 early registration discount(s) - expires 04/15/2023
Price increases to $400.00 on 04/16/2023
Become A Member

Register for this Event

2023 EMPLOYEE BENEFIT PLAN AUDIT CONFERENCE (Int/Adv)


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