Thursday, May 30, 2019 – Thursday, May 30, 2019 | 7:45am – 4:00pm

Employee Benefit Plan Conference - Broadcast

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Broadcast

Agenda

7:00 – 7:45 a.m. 

Registration/Breakfast

 

7:45 – 8:00 a.m. 

Welcome and Opening Remarks

Donna Neely, CPA, QRGA, LLP

 

8:00 – 9:15 a.m. 

Update from the Department of Labor

Lynne McMennamin, Office of the Chief Accountant

This session will feature the work that is done in EBSA's Office of the Chief Accountant. It will include a discussion of the results of OCA's reviews of employee benefit plan audits and why some of the areas are deemed deficient. We will also discuss the enforcement initiatives related to Form 5500 Annual Returns/Reports.

 

9:15 a.m. – 10:15 a.m. 

Employee Benefit Plan Audit Quality Center Update and Quality Initiatives

Ian MacKay, CPA, CGMA, AICPA EBPAQC

This session will help you perform efficient and effective EBP audits. Topics of discussion will be:

  • EBP audit focus areas, including internal control and risk assessment;
  • New EBPAQC tools and resources;
  • AICPA Peer Review and Ethics activities affecting EBP audits; and
  • Future of Auditing and Enhanced Audit Quality (EAQ) Initiatives.

 

10:15 – 10:30 a.m. 

Networking Break

 

10:30 – 11:45 a.m. 

Legal and Regulatory Update

David Guadagnoli, Sullivan & Worcester LLP

Amy Sheridan, Sullivan & Worcester LLP

 

11:45 a.m. – 12:30 p.m.

Lunch

 

12:30 – 1:45 p.m. 

Planning and Risk Assessment

Melissa Critcher, CPA


1:45 – 2:00 p.m. 

Networking Break


2:00 – 3:15 p.m. 

Accounting and Auditing Update

Michele Weldon, CPA, PwC

 Megan Brooks, CPA, PwC

 

3:15 – 4:00 p.m.

Investments

Melissa Critcher, CPA

Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA-AICPA Member
$319.00
MSCPA Member
$319.00
AICPA Member
$399.00
Non-Member
$399.00

Conference Cost

You pay
$399.00
MSCPA Members save $80.00 on this course. Login or Join to take advantage of these savings.

Registrants

+ $399.00

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