Employee Benefit Plans Audit Virtual Conference 2022 | CalCPA Institute | 9 June 2022 | Virtual Event

Regulatory, reporting and disclosure requirements surrounding employee benefit plan auditing are growing and changing. Audit deficiencies are more common than firms care to see. The risk of plan failures or fraud is always present for plan sponsors. Learn about the complexities, trending issues and steps you can take to be up to date on regulatory, audit and accounting requirements, perform quality audits and serve your clients with timely and accurate advice.

Learning Objectives:
• Recognize which updates on standards and regulations impact your employee benefit plan audit practice.
• Identify areas of risk for plan failure and fraud.
• Determine new tools to successfully perform high-quality audits.

Major Subjects:
• Department of Labor Update
• SAS 136 (Part 1): Overview and Lessons from an Early Adopter
• SAS 136 (Part 2): Deeper Dive
• A&A Update
• Legislative Issues: What’s Coming
• Common Audit Deficiencies
• Most Common Operational Errors and Fixes

2022 Speakers

Jasmine S. Baker
Partner, Lindquist LLP

Lynne Mcmennamin, Cpa
Assistant Chief of the Division of Reporting Compliance, U.S. Department of Labor

Jill Kitchin
Audit Director, Hood & Strong LLP

Sherry Dabney
Quality Control Manager, Hood & Strong LLP

Marcel Weiland
Shareholder, Employee Benefits Law Group PC

Jeff Stone
Senior Manager, Schwartz, Giannini, Lantsberger & Adamson

Marilee Lau
Employee Benefit Plan Accounting and Auditing Consultant

Darlene Bayardo
Owner, Bayardo Accounting And Consulting, PC

Alison Cohen
Partner, Ferenczy Benefits Law Center

Mary Espinosa
Assurance Director, BDO

Erin Breit
Audit Partner, BDO

2022 Sponsor

SILVER SPONSOR:
• Suralink