Performing high-quality audits and providing top-notch service are crucial skills for employee benefit plan auditors. Let this specialized conference help you improve the effectiveness and efficiency of your audits through practical guidance from industry experts. Learn the latest rules and regulations from the Department of Labor and earn valuable continuing education credits to maintain your CPA license and meet AICPA Employee Benefit Plan Audit Quality Center requirements.
Highlights
- Department of Labor Update
- Accounting and Auditing Update
- ESOPS: Increasingly Popular Planning Vehicles and Their Audits
- Panel Discussion: Ask the Experts
- Substantive Testing: Best Practices and Pitfalls
- Initial Audits, Changing Providers and Merging Plans
8:30 – 9:45 a.m.
A1. Department of Labor Update
Lynne McMennamin, CPA, US Department of Labor
10:00 – 11:15 a.m.
B1. Accounting and Auditing Update
Rance Buss, CPA, Weaver LLP
11:15 a.m. – 12:05 p.m.
C1. ESOPs: Increasingly Popular Planning Vehicles and Their Audits
Kirk Lindemann, CPA, Eide Bailly LLP
12:55 – 2:10 p.m.
D1. Panel Discussion: Ask the Experts
Rance Buss, CPA, Weaver LLP, Cameron Edgar, CPA, RSM US LLP, Marjorie Heap, CPA, Peterson Whitaker & Bjork, LLC, Kirk Lindemann, CPA, Eide Bailly LLP, Lynne McMennamin, CPA, US Department of Labor
2:25 – 3:40 p.m..
E1. Substantive Testing: Best Practices and Pitfalls
Rance Buss, CPA, Weaver LLP
3:40 – 4:30 p.m.
F1. Initial Audits, Changing Providers and Merging Plans
Cameron Edgar, CPA, RSM US LLP