Venue
The Westin Nashville
The Westin Nashville, 807 Clark Pl, Nashville, TN 37203, USA

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Event Date Mon Jul 19 EDT - Wed Jul 21 EDT (6 months ago)
Location The Westin Nashville
807 Clark Pl, Nashville, TN 37203, USA
Region Americas
Details

The Accounting and Auditing Institute for Employee Benefit Plans is the premier conference for those who audit employee benefit plans. This conference will keep you up to date on the latest in reporting and disclosure requirements, best practices in your profession and issues impacting the employee benefits industry.

The program offers focused learning on the technical topics of greatest concern to the accounting and auditing profession. Learn best practices, interact with other professionals who face similar issues and fulfill your need for continuing professional education.

Agenda
Below is a list of sessions being presented at the 2021 program.
• Top Trends in Fraud
• Accounting and Auditing Update
• DOL Update
• Conducting an Effective Risk Assessment
• Understanding the SOC 1 Audit and Report
• Overview of the New Chapter on Multiemployer Plans in the Audit Guide
• Remote Auditing: Lessons Learned From the Pandemic
• Building Essential Soft Skills—New Challenges
• Data Analytics
• Cybersecurity
• Mental Health Concerns
• Uncovering Fraud in Employee Benefit Plans
• Open Forum on Emerging Issues and Best Practices

Benefits of Attending
• Get the most up-to-date information on plan disclosure requirements.
• Understand the current issues that impact multiemployer pension and health and welfare plan audits.
• Network with your peers who face similar challenges and brainstorm workable solutions.
• Opportunity to earn meaningful continuing professional education (CPE) credits

Who Should Attend
The Institute is designed for internal and external accountants and auditors who serve employee benefit plans. Sessions will appeal to both new and seasoned practitioners.

Speakers

2021 Speakers

Michael E. Auerbach
Chief Account, Employee Benefits Security Administration

Lawrence R. Beebe, CPA
Partner, WithumSmith+Brown, PC

Eileen E. Brassil
Partner, Legacy Professionals

Eric S. Carroll
Partner, RSM US LLP

David P. Dorsey, CPA
Partner, WithumSmith+Brown, PC

Glenn M. Eyrich, CPA
Partner, Calibre CPA Group, PLLC

Jordan L. Fischer, Esq., CIPP-E, CIPP-US, CIPM
Global Data Privacy Group LEader Beckage PLLC

Kathleen M. Jackson, CPA
Partner, Novak Francella, LLC

Marilee P. Lau, CPA
Consultant, Retired Partner, KPMG LLP

Sean Perry
Manager, Buchbinder Tunick & Company LLP

Scott M. Price, CPA
Managing Partner-D.C. Office, WithumSmith+Brown, PC

Jennifer L. Snow, CPA
Partner, Eide Bailly, LLP

Patrick C. Stines, CPA
Partner, Novak Francella LLC

Carol Westfall
Co-Managing Partner Schulteis & Panettieri LLP