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Conferences
AICPA Employee Benefit Plans Accounting, Auditing and Regulatory Update
Dec 10 - Dec 11, 2018
|
Marriot Wardman Park, Washington, DC
| Live online
Conference details

It is more important than ever for you to have a firm grasp on the latest regulations and standards for the upcoming audit season. The AICPA Employee Benefit Plans Accounting, Auditing, and Regulatory Update (AARU) is a high-level conference that addresses these critical auditing issues with presentations given by regulators, administrators and industry experts as well as panel discussions, Q&A opportunities and case studies.

Who Should Attend

CPAs and financial professionals who specialize in accounting and auditing for employee benefit plans.

Attendance options
AICPA Employee Benefit Plans Accounting, Auditing and Regulatory Update
Dec 10-Dec 11, 2018

On-site: Immersed in the energy
Step away from your desk, and join us in Washington, DC. Youíll interact directly with thought leaders and have the advantage of dedicated networking time with your professional community. (12.5 CPE credits).

Pricing:
Full Registration Rate
AICPA member: $995.00
Nonmember: $1295.00
AICPA Employee Benefit Plans Accounting, Auditing and Regulatory Online Update
Dec 10-Dec 11, 2018

Online: When travel isnít your preference
Sessions will be streamed live, in real time, direct to your computer or mobile device. Youíll have access to audio and video sessions, remote networking through polls and chat rooms, and handouts and slides, just as if you were there on-site. (12.5 CPE credits).

Pricing:
Full Registration Rate
AICPA member: $995.00
Nonmember: $1295.00
AICPA Employee Benefit Plans Accounting, Auditing and Regulatory Update: Flex Pass
Dec 10-Dec 11, 2018

New > Flex Pass: The best of all worlds
Now you donít have to choose. Enjoy the flexibility of on-site AND online: attend some of the conference sessions in person to network with your peers, and view other sessions online. (12.5 CPE credits).

Already registered but interested in this new attendance option? Call Member Service to upgrade to Flex Pass: 888.777.7077.

Pricing:
Full Registration Rate
AICPA member: $1195.00
Nonmember: $1495.00
Agenda
MONDAY, December 10
7:30 AM - 5:25 PM

Registration

7:30 AM - 8:45 AM

Continental Breakfast & Vendor Displays

8:30 AM - 8:40 AM

Welcome and Introduction

8:40 AM - 9:55 AM

GENERAL SESSION

AAR1801. In the Mind of a Plan Sponsor
Field(s) of Study: Auditing
Knowledge Level: Overview | CPE: 1.5

Speaker:  Alison Mintzer, Global Editor In-Chief, PLANADVISER


PLANADVISER, with its reputation for editorial integrity, objectivity, and leadership, is the trusted information and solutions resource for America’s retirement benefits decisionmakers. Alison, the Global Editor-in-Chief of PLANADVISER, interacts first hand with plan sponsors. Attend this session to hear Alison’s opinion of how you, as an auditor and trusted business advisor, can help your clients and other plan sponsors with plan operations. Take this information back to your practice to assist your clients in ensuring each is monitoring plan operations correctly and efficiently.

Learning objectives:

  • Identify processes, procedures, and internal controls your clients can put in place to operate a plan correctly.
  • Recall how to position your EBP practice as one that works alongside retirement benefits decisionmakers.

Prerequisites: None
Advanced Prep: None

9:55 AM - 10:25 AM

Networking Break - Refreshment & Vendor Displays

10:25 AM - 12:05 PM

GENERAL SESSION

AAR1802. What's New This Year - Hot Topics for 2018 for A&A and Tax
Field(s) of Study: Auditing, Tax
Knowledge Level: Update | CPE: 2

Speakers:

Beth Thompson, CPA, Partner, KPMG;
Thomas Pevarnik, JD, LL.M. (Taxation), Managing Director, Deloitte


This session will provide an update of various accounting, auditing, and reporting matters affecting employee benefit plans. Members of the panel will share their perspectives and experiences.

Learning objectives:

  • Recall accounting and auditing issues that affected this year's audits of employee benefit plans
  • Recognize accounting and auditing considerations for upcoming audit season
  • Identify changes in tax regulations that affect EBPs now, and going forwad

Prerequisites: None
Advanced Prep: None

12:05 PM - 1:05 PM

Luncheon

1:05 PM - 2:20 PM

GENERAL SESSION

AAR1803. Panel with DOL, Peer Review and Ethics Compliance
Field(s) of Study: Auditing
Knowledge Level: Intermmediate | CPE: 1.5

Speakers:

Karl Ruben, CPA, Manager - Peer Review, AICPA;
Summer Young, CPA, Manager, AICPA


Representatives from AICPA Peer Review and Professional Ethics, and the DOL EBSA Office of Chief Accountant will participate in a roundtable discussion on current audit quality reviews initiatives and findings. Hear about the latest approaches employed by AICPA and DOL to assess improvements in audit quality, and new areas of audit quality focus.

Learning objectives:

  • Apply information on recent audit quality review trends and findings to your engagements.
  • Distinguish between Peer Review's, Ethics', and DOL’s approaches and perspectives in determining whether audits are considered non-conforming or deficient.
  • Identify audit areas that are at a higher risk of an audit deficiency occuring so your firm can prepare for your audits and engagement quality reviews.

Prerequisites: Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.
Advanced Prep: None

2:20 PM - 2:50 PM

Networking Break - Refreshments & Vendor Displays

2:50 PM - 4:05 PM

GENERAL SESSION

AAR1804. Everything You Want to Know from an ERISA Attorney
Field(s) of Study: Tax
Knowledge Level: Intermmediate | CPE: 1.5

Speakers:

Edmund Emerson, JD, Partner, Morris, Manning & Martin, LLP;
Jodi Malis, CPA, CGMA, Partner, Hancock Askew & Co.,LLP


What do our clients really need to know - from a legal perspective? What do we need to know - including, when we/they should make the call!

This session will field questions from the audience directed at what you really want to ask an ERISA knowledgeable attorney. We’ll get an update on what’s new, including any new significant litigation. We will also explore the most common legal problems facing the industry today. We’ll discuss practical approaches on corrections - what should be corrected and what must be - and the pros and cons of specific correction methods.

Learning Objectives:

  • Identify the role of the ERISA attorney plays in resolving issues commonly asked by auditors.
  • Determine if/when your clients may encounter commonly found deficiencies and the applciable corrections for the identified deficiency.

Prerequisites: Basic knowledge of qualified retirement/ERISA plans. General employee benefit plan experience.
Advanced Prep: None

4:10 PM - 5:25 PM

GENERAL SESSION

AAR1805. Technology & Auditing and How the Two Go Together
Field(s) of Study: Auditing, Tax
Knowledge Level: Basic | CPE: 1.5

Speakers:

Dale Tuttle, Ph.D, Partner, Withum Digital;
Stephanie McCasland, CPA, Audit Manager, Briggs & Veselka Co.


Technology is reshaping every face of our profession and audits are no exception. As advanced analytics, machine learning, and blockchain become more prevalent, how we conduct audits will inevitably change. This session will explore some of these technologies and discuss how audits will change based on the introduction of these technologies.

Learning Objectives:

  • Recall what technologies are at the forefront of this change.
  • Recognize how technology is reshaping how audits are conducted.
  • Indicate the change needed in auditor skill sets and competencies to deal these with technologies effectively.

Prerequisites: None
Advanced Prep: None

5:25 PM - 6:25 PM

Welcome Reception

TUESDAY, December 11
7:00 AM - 12:30 PM

Registration

7:00 AM - 8:30 AM

Continental Breakfast

8:00 AM - 8:50 AM

GENERAL SESSION

AAR1806. DOL Update from Chief Accountant
Field(s) of Study: Auditing
Knowledge Level: Update | CPE: 1

Speaker:  Jeanne Klinefelter Wilson, CPA, JD, Deputy Assistant Secretary for Policy, Employee Benefits Security Administration (EBSA)


Ms. Wilson will provide a summary and update of EBSA's policy and regulatory initiatives.

Learning Objectives:
To inform the audience of EBSA's policy and regulatory agenda. To inform of EBSA's efforts in response to the President's Executive Orders in the employee benefit area.

Prerequisites: None
Advanced Prep: None

9:00 AM - 10:15 AM

GENERAL SESSION

AAR1807. Best Practices Roundtable
Field(s) of Study: Accounting, Auditing
Knowledge Level: Basic | CPE: 1.5


Participants will examine and discuss practice issues that relate to current industry and conference topics with their peers.

  • Identify common practice areas that EBP practitioners struggle with and share among each other.
  • Recall standards and proper auditing and accounting techniques discussed during session.

Prerequisites: A basic understanding of artifical intelligence.
Advanced Prep: None

10:15 AM - 10:45 AM

Networking Break - Refreshments & Vendor Displays

10:45 AM - 11:35 AM

GENERAL SESSION

AAR1808. Top Five with the DOL and IRS
Field(s) of Study: TBA
Knowledge Level: Overview | CPE: 1

Speaker:  Rob Choi, Director, Employee Plans, Internal Revenue Service


Session Description Coming

Prerequisites: A basic understanding of the new revenue recognition standard.
Advanced Prep: None

11:40 AM - 12:30 PM

GENERAL SESSION

AAR1809. Stump the Chumps!
Field(s) of Study: Accounting, Auditing
Knowledge Level: Update | CPE: 1

Speakers:

Wendy Terry, CPA, CGMA, Partner, WithumSmith+Brown, PC;
David Torrillo, CPA/ABV, CVA, Managing Member, Torrillo & Associates, LLC;
Beth Thompson, CPA, Partner, KPMG


Bring your specific questions and hear from industry experts as they strive to deal with emerging issues and current service opportunities in terms that are practical and helpful.

Learning objectives:

  • Identify emerging issues in EBPs.
  • Indicate which emerging issues affect your clients and how you can best serve them as their EBP practitioner.

Prerequisites: Basic knowledge of lease accounting under the current accounting standards.
Advanced Prep: None

More details

Employee Benefit Plans Audit Quality Center (EBPAQC) Members Save an Additional $100

If you are an EBPAQC member, you can take $100.00 off the registration price.

Find out more information and to obtain the coupon code log onto the EBPAQC Website.

Create learning retreats for your team!

Groups of 2–9 can receive significant savings when registering for one conference. Contact AICPA customer service team to learn more: 888.777.7077.

10+ conference registrations each year qualify for significant savings. The benefits don’t stop there! You will receive invoicing before or after the event. For more information or guidance through the registration process, contact your conference group sales representative, Corinne Alford at Corinne.Alford@aicpa-cima.com.

Attending Online is easy! Check the System Requirements below and install Adobe Flash if you haven't already, then visit this demo page once you're ready to check for compatibility.

NOTE: For sessions that are audio-only, you use the same player and have the experience as the above demo page, but there will be a static image in place of the video stream.

  • Adobe Flash plugin (Click on link to install) http://get.adobe.com/flashplayer/
  • Supported Browsers: Internet Explorer 8 or Higher, Firefox, Chrome, Safari
  • Computer with Speakers / Headset
  • High speed internet connection

On-Site Conference: You may cancel without penalty if cancellation request is received up to and including 45 days prior to the start of the conference. Due to financial obligations incurred by the AICPA, a credit less 50% of the registration fee will be issued for requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event.

Online Conference: You may cancel and receive a refund if cancellation request is received up to and including 15 days prior to the start of the conference. You can cancel and receive a 100% credit if your registration is canceled within 7 days of the start of the conference. Due to financial obligations incurred by the AICPA, a 60% credit will be issued for requests received up to the day prior to the start of the conference. No refunds or credits will be issued on cancellation requests received once the online conference begins.

For more information about AICPA's conference cancellation policy, contact the AICPA Service Center at 1-888-777-7077 or service@aicpa.org.

Resolution of Disputes

Transactions at this site are covered by binding arbitration. Any controversy or claim arising out of or relating to the use of this Web site that cannot be settled to your satisfaction by our member satisfaction team shall be settled by arbitration in New York, New York. Such disputes will be administered by the American Arbitration Association (https://www.adr.org/), 335 Madison Avenue, 10th floor, New York, New York 10017-4605, (800) 778-7879, in accordance with its Arbitration Rules, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

Should you feel that there has been a breach to the integrity or security of this site, please contact the service center immediately at 888.777.7077.

PRICING SUMMARY
AICPA Employee Benefit Plans Accounting, Auditing and Regulatory Update (In person)
$995.00 - $1295.00
AICPA Employee Benefit Plans Accounting, Auditing and Regulatory Online Update (Online Conference)
$995.00 - $1295.00
AICPA Employee Benefit Plans Accounting, Auditing and Regulatory Update: Flex Pass (Flex Pass)
$1195.00 - $1495.00
CREDIT INFO
CPE credits
Conference
: 12.5,
Online Conference
: 12.5
NASBA Field of Study
NONE
Level
Intermediate
Prerequisites
None
ADVANCE PREPARATION
None

Location & Accommodations

Location:

2660 Woodley Rd NW Washington, DC 20008

Room rate:

Cutoff date:

Hotel phone:

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