Venue
Virtual

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Event Date Wed Dec 15 EST (12 months ago)
Location Virtual
Region Americas
Details

Agenda topics:
• Department of Labor Update
• Accounting and Auditing Update: What’s Trending
• Breaking Down SAS 136
• Economic Update
• Alphabet Soup: How the Plan Design Landscape is Changing
• Investing Trends Across Generations
• Department of Labor Cybersecurity Guidance: What It Means for the Audit Process

Speakers

2021 Speakers

Marcus Aron, CPA, CGMA
Senior Auditor, U.S. Department of Labor

Rance Buss, CPA
Partner-in-Charge; Employee Benefit Plan Services, Weaver

Luanne MacNicol, CPA
Partner, BDO USA, LLP

Pam Slagh, CPA
Assurance Director, BDO USA, LLP

Claire Rubin
Private Bank Investment Strategist, Assistant Vice President, Fifth Third Bank

Sam Valeo, CFP, CIMA, CRPS
Corporate Retirement Director, Senior Vice President Financial Advisor, Morgan Stanley

Alison J. Cohen, JD
ERISA Attorney/Partner, Ferenczy Benefits Law Center

MODERATOR:

Brent DeMay, CPA
Partner, Sikich LLP

PANELISTS:

Rich Sirus, JD
Shareholder, Greenberg Traurig, LLP

Bridgette P. Rutter
Regional Vice President, John Handcock Retirement

Curt T. Young
Partner of Wealth Solutions, Aon