Employee Benefit Plans Annual Audit Conference

2017 Employee Benefit Plans Annual Audit Conference

May 19, 2017 | Los Angeles/Burbank & Webcast

 

8:30 a.m.      Welcome with Bertha Minnihan, CPA (Moss Adams LLP)

8:35 a.m.      Regulatory Update with Marcus Aron

9:30 a.m. What’s On the Horizon with Darlene Bayardo, CPA (BDO USA, LLP)

  • The New 5500 – the auditor’s perspective
  • The New Auditor’s Report (full and limited)
  • Risk Alert and Audit Guide
  • ASUs implementation 2015-7 and 2015-12
  • New fiduciary rules
  • Plan provider fees/benchmarking
  • Level of Engagement

10:30 a.m.   Break

10:45 a.m. Operational Errors - Problems with Dina A. Firestine (Burr Pilger Mayer) and Mike Spence (Burr Pilger Mayer)

11:45 a.m.   Lunch – Table Questions

1:00 p.m. Operational Errors – Solutions with Jill C. Kitchin, CPA, MBA (Hood & Strong LLP), Nancy J. Manary (RSM US LLP), and Bertha Minnihan, CPA (Moss Adams LLP)

2:00 p.m.      Break

2:15 p.m. Skit – The Auditor in Trouble

2:45 p.m. Audit Quality with Marilee P. Lau, CPA (Marilee P. Lau, CPA) and Thomas J. Parry, CPA (Benson & Neff CPA's)

4:00 p.m. Ask the Experts

5:00 p.m.      Adjourn