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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.
All CalCPA Education Foundation conferences include free Wi-Fi, discounted parking, continental breakfast, networking lunch and afternoon refreshments.
Wireless Internet access, continental breakfast and plated lunch will be provided at this event and are included in your registration fee.
FOR INDIVIDUALS: Value-Priced Education (VPE) for CalCPA members.
FOR GROUPS: Coupon 10 and Share 100*—Great for nonmembers and firms.
Not a member? Join Today!
Welcome with Bertha Minnihan, CPA | Conference Chair
Accounting and Auditing Update
Common Pitfalls by Plan Type: DC, ESOPs, DB with Jill C. Kitchin, CPA, MBA | Hood & Strong, LLP and Mark Wirth, CPA | RSM, LLP.
Common Pitfalls by Plan Type: Health and Welfare, Multi-Employer, and General Plans with Troy M. Atkinson, CPA | Vavrinek, Trine, Day & Co., LLPand Sandy P. Purdy | Lindquist, LLP
Peer Review and Documentation with Bertha Minnihan, CPA | Moss Adams, LLP
Ask the Experts Panel with Moderator: Bertha Minnihan, CPA | Moss Adams, LLP
Please check back for speaker profiles.
536 Mission St.
San Francisco, CA 94105
The Park Central SF
50 3rd St.
San Francisco, CA 94103
2 New Montgomery St.
San Francisco, CA 94105
CalCPA | CalCPA Education Foundation offers a few ways to register. You may:
You are required to legibly sign your name on the official sign-in sheet prior to the start of the event. Late arrival/early departure must be noted and partial credit will be awarded. Certificates of Completion are awarded 3–5 business days after the course completion; access your certificate of completion from calcpa.org/CPE_Tracker.
Webcast Attendees: Group attendance is verified and documented by the group leader on the group attendance form the day of the event. Your name must be listed under the “Group Sign-In Sheet”. If your name is not listed, please call (800) 922-5272. We are unable to grant CPE credit in cases where technical difficulties and operational requirements are not met.
If you have accessibility needs, please contact Customer Service at email@example.com or (800) 922-5272.