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

Employee Benefit Plan Conference - Broadcast

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7:00 – 7:45 a.m. 



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


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.



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.


Melissa Critcher, CPA

Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA Member
AICPA Member

Conference Cost

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


+ $399.00

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