Total Credits: 8 including 5 Auditing- Technical, 3 Specialized Knowledge - Technical
Employee benefit plan audits present a unique bouquet of challenges. As an auditor, you need fresh, hand-picked ideas for performing quality audits while providing top-notch service for your clients. This specialized conference is blooming with the latest details on plan rules and regulations as well as practical guidance to help you improve the effectiveness and efficiency of your audits. Plus, earn valuable continuing education credits to help maintain your CPA license and meet AICPA Employee Benefit Plan Audit Quality Center requirements.
Schedule:
8:30 – 9:45 a.m. A1. Department of Labor Update (Marcus J. Aron)
9:45 – 10:35 a.m. B1. The Do's and Don’ts of Third-Party Reports (Kristin D. Tveit)
10:35 – 10:50 a.m. Morning Break
10:50 a.m. – 12:05 p.m. C1. Accounting and Auditing Update: New Reporting Standards for Employee Benefit Plans (Rance Buss)
12:05 – 12:55 p.m. Lunch Break
12:55 – 2:10 p.m. D1. Panel Discussion: Ask the Experts (Moderator: Marjorie H. Heap; Panelists:Marcus J. Aron, Rance Buss, Marilee P. Lau)
2:10 – 2:25 p.m. Afternoon Break
2:25 – 3:15 p.m. E1. First-Time and Final Audits (Marilee P. Lau)
3:15 – 4:30 p.m. F1. Value-Added Services: Developing a Business Niche and Growing Your Practice (Rance Buss)
Important CPE Credit Information (0.06 MB) | Available after Purchase |
All Handouts Combined (3.60 MB) | 122 Pages | Available after Purchase |
Session A1 Handout (1.03 MB) | 21 Pages | Available after Purchase |
Session B1 Handout (1.96 MB) | 31 Pages | Available after Purchase |
Session C1 Handout (0.61 MB) | 26 Pages | Available after Purchase |
Session D1 Handout (0.27 MB) | 6 Pages | Available after Purchase |
Session E1 Handout (0.41 MB) | 28 Pages | Available after Purchase |
Session F1 Handout (0.27 MB) | 10 Pages | Available after Purchase |
Agenda (0.05 MB) | 1 Pages | Available after Purchase |
Marcus J. Aron, CPA, CGMA, senior auditor in the division of accounting services for the Employee Benefits Security Administration (EBSA) at the U.S. Department of Labor, has more than 25 years of experience working with audits of ERISA-covered plans. He is responsible for the day-to-day implementation of the EBSA CPA Firm Inspection Program, providing technical assistance to plan filers and plan professionals as well as supplying ERISA-related accounting and auditing expertise within the EBSA.
Rance Buss, CPA, serves as the full time ERISA partner over the employee benefit plan services group at Texas-based firm Weaver LLP. He has more than 25 years of experience in employee benefit plan auditing and is a repeat speaker at national conferences and webinars on employee benefit plans. Buss regularly participates in the leadership activities of the AICPA’s Employee Benefit Plan Audit Quality Center.
Marilee P. Lau, CPA, is the former national partner-in-charge of the employee benefit audit practice at KPMG LLP. Retired from the firm since 2009, she now teaches courses and provides consulting services regarding employee benefit plan accounting and auditing. Lau is a past chair of the Executive Committee for the AICPA Employee Benefit Plan Audit Quality Center and the AICPA Employee Benefit Plans Expert Panel. She serves on various task forces and committees, having recently completed a three-year term representing the accounting profession on the ERISA Advisory Council of the Department of Labor.
Kristin D. Tveit, CPA, is a principal in the employee benefit plan group at CliftonLarsonAllen LLP. She specializes in providing assurance, tax and consulting services to plan sponsors of 401(k), profit sharing, money purchase pension, employee stock ownership, defined benefit, and health and welfare plans. Tveit serves as a firm-wide audit quality liaison for employee benefit assurance services and is the partner in-charge of the Northern Region. In addition, she previously served a three-year term on the AICPA Employee Benefit Plan Expert Panel.
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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