Monday, May 21, 2018 – Monday, May 21, 2018 | 7:45am – 4:00pm

Employee Benefit Plan Conference

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7:00 a.m. – 7:45 a.m. 



7:45 – 8:00 a.m. 


Welcome and Opening Remarks

Donna Neely, CPA, QRGA, LLP


8:00 – 9:30 a.m. 

Update from the Department of Labor

Office of the Chief Accountant


9:30 a.m. – 10:45 a.m.

Audit Efficiency

Joseph E. Manfre, CPA, Manfre CPA P.C.


10:45 – 11:00 a.m.

Networking Break


11:00 a.m – 12:00 p.m. 

Legal and Regulatory Update

David A. Guadagnoli, Sullivan & Worcester
Amy Sheridan, Sullivan & Worcester


12:00 – 12:45 p.m. 



12:45 – 2:00 p.m.

Fiduciary Oversight and Responsibilities

Robert  Lavenberg, BDO USA, LLP
Jodi Malis, CPA, Hancock Askew & Co., LLP


2:00 – 2:15 p.m. 

Networking Break


2:15 – 3:15 p.m. 

Accounting and Auditing Update

Michele Weldon, CPA, PwC
Jason Eddy, CPA, PwC


3:15 – 4:00 p.m. 

Ask the Experts Panel

Moderated by Davide Villani, CPA, CGMA, AAFCPAs

  • Michele Weldon, CPA, PwC
  • Jason Eddy, CPA, PwC
  • Jodi Malis, CPA, Hancock Askew & Co., LLP
  • David A. Guadagnoli, Sullivan & Worcester
  • Joseph E. Manfre, CPA, Manfre CPA P.C


Jason Eddy

Jason Eddy

Jason Eddy is a Director in PwC's asset management assurance practice in Boston. Eddy specializes in audits of employee benefit plans and also has significant experience working on registered and non-registered investment fund audits, as well as Form 5500 preparation for a wide variety of products. Eddy has experience leading large engagement teams for several key asset management clients, in addition to working with them on various technical accounting and reporting matters. Eddy also actively participates in PwC's Learning and Education Program, which includes developing and teaching numerous industry-specific courses. Eddy is a member of the AICPA.

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David Guadagnoli

David Guadagnoli

David Guadagnoli is a tax partner in the Boston office of the law firm of Sullivan & Worcester LLP. Guadagnoli is a graduate of the Boston University School of Law and has an MBA and an LLM in Tax, also from BU. Guadagnoli specializes in employee benefits and represents employers, individuals and advisors on a wide variety of employee benefit issues. He is well versed in all aspects of retirement plans including nondiscrimination testing issues, plan recordkeeping and conversion issues, fee analysis and fiduciary issues, IRS and DOL audits and the use of self-correction and agency-approved correction programs. Guadagnoli is a regular speaker and commentator at seminars and conferences.

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Robert Lavenberg

Robert Lavenberg

Robert Lavenberg has more than 25 years of experience with the Employee Retirement Income Security Act of 1974 (ERISA) and related business advisory services. His expertise spans reporting, government compliance and assessment of tax implications for plans, including qualified retirement, health, welfare and fringe benefit plans. As BDO's National Partner in Charge of Employee Benefit Plan Audit Quality, Lavenberg focuses on employee benefit plan (EBP) audit quality for his plan clients and BDO's 1,200+ plans. Lavenberg is a past chair of the AICPA's EBP Audit Quality Center Executive Committee as well as the two annual AICPA National EBP Conferences. Lavenberg was also an active member of the AICPA's EBP Expert Panel. Lavenberg has written articles for professional journals, contributed to BDO's internal employee benefit plan audit manual and is a frequent speaker on various technical issues for industry and professional organizations.

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Jean Malis

Jean Malis

Jodi is a Partner at Hancock Askew & Co., LLP (HAC) - a BDO Alliance member firm. With over 30 years of public accounting experience. She oversees assurance and advisory services for numerous public and private companies and manages the firm’s Employee Benefit Plan (EBP) Audit practice in her position at HAC. Working at the firm’s Atlanta office, Jodi specializes in audits, researching complex accounting and auditing issues, and SEC and financial reporting. Jodi began her career in Chicago at Price Waterhouse (PwC) after graduating from Indiana University, with highest distinction and with a Bachelor of Science in Accounting. She is now licensed in Georgia, Florida and Massachusetts. In addition, Jodi has served on the Executive Committee of the American Institute of Certified Public Accountants (AICPA) EBP Audit Quality Center, and currently serves on the AICPA’s Technical Standards Committee – demonstrating her deep involvement in the EBP community. She is also a conference speaker at AICPA events, a Past Chair, a current committee member of the Georgia Society of CPAs EBP Conference, and will speak at the Florida and Massachusetts EBP Conferences this year. She is a founding member and active participant of the BDO Alliance EBP community and a member of the Alliance’s Women’s Resource Group Leadership Team. Jodi is also Vice-President of WIPs (Women in Pensions) in Georgia and holds memberships in the American Society of Pension Professionals and Actuaries (ASPPA). As a resident of the Atlanta area for over 23 years, Jodi currently resides in Alpharetta, Georgia with her husband. They are proud parents of three Georgia Tech graduates - a son and twin daughters. Outside of the office, Jodi spends most of her time doing family activities and being a workout enthusiast.

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Joseph Manfré

Joseph Manfré

Joseph Manfré, CPA, is a discussion leader for Loscalzo Institute, a Kaplan company. He is the founder and president of Manfre CPA P.C., A Professional Corporation, located in Armonk, New York. While the services his firm offers to individuals and businesses are diverse, their specialization focuses on servicing the needs of multi- and single-employer employee benefit plans and labor unions. Manfré is licensed in the State of New York and has been servicing the needs of single-employer and multi-employer benefit plans for most of his 35-year career in accounting. He previously was the chairman of the NYSSCPAS Employee Benefits Committee and has been a speaker on audits of employee benefit plans at their annual conference.

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Michele Weldon

Michele Weldon

Michele Weldon leads PwC's Employee Benefit Plan Audit Practice. She is a partner in the Asset Management industry group of the Assurance Practice in PwC's Boston office. She has specialized in employee benefit plan and ERISA collective investment fund audits and regulatory filings since 1990. Weldon has more than 50 Boston office employee benefit plan clients and provides consulting to engagement teams across the U.S. She assists PwC’s National office in developing employee benefit plan practice aids and in resolving auditing, accounting and reporting issues. She is a frequent speaker at industry conferences on employee benefit plans. She also assists in developing and teaching in-house training sessions on the industry. She is currently serving as a member of the AICPA’s Employee Benefit Plans Expert Panel and is also a member of the Audit Guide Revisions Task Force. She served a three-year term on the DOL’s Advisory Council on Employee Welfare and Pension Plans. Weldon received a Bachelor of Arts from the University of Massachusetts, Amherst and MBA from Babson College.

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Conference Credits

This course is 8.00 credits

Conference Fees

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AICPA Member

Conference Cost

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