About the AICPA Employee Benefit Plans Conference

Why Attend

Every employee benefit plan audit you sign and every tax strategy you design reflects the promise of accuracy, sound judgment and expertise.

More simply, quality.

We know the challenges you face in the pursuit of quality, and that’s how the AICPA Employee Benefit Plans Conference can help. Our comprehensive lineup of sessions, delivered by top regulators, key decision-makers and expert practitioners, offers targeted learning for all experience levels, for situations you face every day — and others you may face in the future. Combined with a thorough review of the latest tax updates and tax strategies for compliant plan design, this conference offers technical knowledge and management skills to strengthen all aspects of your employee benefit plan practice.

Join us May 8-10th in Nashville or stream live.

No matter your experience level, area of involvement or professional interest, find answers relevant to your work during the AICPA Employee Benefit Plans Conference.

Each session of the conference is sorted by track, skill level, and fields of study so that you can completely customize your learning experience.

What's New This Year

  • Fundamental Accounting and Auditing Track: Designed to create a strong foundation of EBP Audit Knowledge. Explore
  • EBP Emerging Professional Program: Your Blueprint to the Next Stage of Your Career. The EEP Program was uniquely designed for those professionals with fewer than five years of experience actively administrating, auditing, performing tax compliance employee benefit plans. Explore
  • Tax Learning Path: Coming Soon.

Networking Opportunities

This year’s conference offers unrivaled networking opportunities throughout all three days. Opportunities for chance encounters as well as formal meet-and-greets serve as the foundation of success at this event.

Kick-off your 2017 Employee Benefit Plans Conference on May 7th! Pick up your name badge and get a head start on mingling with exhibitors. AICPA conferences bring together attendees and vendors all in one space for optimal networking opportunities.

Attend two networking receptions on Sunday, May 7th and Monday, May 8th. Share ideas inside and outside the classroom and discover what your peers are experiencing. These receptions are your ideal chance to shake hands with top regulators, key decision-makers, and expert practitioners.

Additional networking opportunities include:

  • Breakfast networking sessions each morning
  • Luncheons on Monday and Tuesday
  • Five networking and refreshment breaks

Who Should Attend?

  • CPAs, auditors and tax practitioners
  • CFO’s and their staff
  • Plan sponsors and other service providers, including third-party administrators
  • Reporting Managers for Plan Sponsors
  • Emerging EBP professionals
  • Consultants and other professionals specializing in employee benefit plans including:
    • Financial reporting for plans
    • Auditing plan financial statements
    • Tax and ERISA consulting for plans, employer sponsors and employee participants
    • Tax reporting for plans, employer plan sponsors and plan participants preparing and submitting returns

When You Attend This Conference Online, You Can:

  • Learn from the convenience of any location – sessions are live audio webcasts with select video
  • Attend full conference or select 9 sessions to curate your conference learning experience
  • Ask questions to presenters in real time
  • Interact with other online attendees during sessions via chat
  • Access all presentation materials
  • Access archives of session recordings and materials post-conference

Specialized Tracks

  • NEW! Fundamental Track (FA&A): Build a strong base of EBP audit knowledge through real world examples of planning considerations and testing procedures
  • Title I of ERISA & Fiduciary Guidance (TE&FG): ERISA Title 1 basics and advance, fiduciary best practices and more
  • Accounting & Auditing (A&A): Accounting and Auditing topics relevant to employee benefit plans
  • Plan Types (PT): Targeted focus on accounting, auditing and compliance requirements
  • Best Practices (BP): Special focus on best practices from professional practitioners and plan sponsor standpoints
  • Specialized Knowledge (SK): Skills to help you be a better professional by taking you out of the technical audit and tax focus
  • Corrections (CORR): Basic framework for correction methods, plus a deeper dive for practitioners
  • Tax Code (TAX): Strict compliance requirements imposed by governing statutes and IRS regulations

Skill Level

  • LEVEL 1 (L1) - Sessions provide an overview and general explanation of the session topic.
  • LEVEL 2 (L2) - Sessions focus on specific and/or complex issues for those who already have a general understanding of the topic.
  • LEVEL 1 & LEVEL 2 (L*) - Sessions are relevant for both Level 1/Level 2. Some sessions may include elements of both levels, but the primary focus is on the level designated for the session.

Sessions You Can’t Miss

  • ASU 2015-07, ASU 2015-10 and ASU 2015-12 - Lessons learned from the early adopters
  • Form 5500 - What's New and Changing
  • Is a Hybrid Plan the right Solution?
  • Discrimination Testing for Auditors and Others
  • Ensuring Plan Compliance - ERISA Title I - The Basics
  • Case Studies Involving EPCRS Correction Programs