Expand your Learning Opportunities

Basic Audit Workshop

SUNDAY, May 7th, 2017 - 9:00AM to 6:00PM CPE Credits: 8

Megan Knoblauch, CPA, Manager, RubinBrown, Kansas City, MO

Marilee Lau, CPA, Retired Partner, KPMG, San Francisco, CA

This workshop is geared toward individuals interested in a general overview of the audit, accounting and reporting requirements for employee benefit plans. Auditors new to employee benefit plan audits, experienced auditors interested in a refresher course, benefit plan professionals as well as service providers who want to understand the audit process, could benefit from this workshop. It provides a basic understanding of the requirements for all types of employee benefit plans based on the provisions of the new AICPA Employee Benefit Plans Accounting and Audit Guide as well as the clarified standards. Participants will have ample time to discuss specific issues and resolutions for real-life employee benefit problems. This workshop addresses:

  • ERISA regulations
  • Employee benefit plan audit quality issues based on findings from the DOL and PEER review engagements
  • Unique accounting and reporting issues
  • Problems and potential resolutions


Form 5500 Workshop

SUNDAY, May 7th, 2017 - 1:00PM to 5:00PM CPE Credits: 5

Kimberly A. Flett, CPA, QPA, QKA, Senior Director, BDO USA LLP, Akron, OH

Michael Kraemer, CPA, Director, Regulatory Analysis and Consulting, Fidelity Investments, Covington, KY

Debbie Packer, J.D., Director, PricewaterhouseCoopers, New York, NY

This workshop will be an in-depth look at the 2015 Form 5500, including recent changes to the form, coordination with new accounting pronouncements, and best practices for completing an accurate return. Participants will:

  • Learn about the latest updates to Form 5500, as well as DOL and IRS initiatives
  • Participate in an interactive case study of the Form 5500 and related schedules