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Michele Weldon

Michele is a partner in the Financial Services industry practice group of the Assurance practice at PwC. She is also the Employee Benefit Plan Practice Leader for PwC. She has specialized in employee benefit plan and investment fund audits since 1990. Michele performs employee benefit plan audits for more than 50 Boston office clients each year. She assists PwC’s National office in developing employee benefit plan practice aids and in resolving auditing, accounting and reporting issues. She is a frequent speaker at industry conferences on employee benefit plans.

Monique Elliott

In March 2012 Monique founded Elliott Group CPAs, PLLC after a fifteen year career with international accounting firms. Monique had a dual role of running an EBP practice while also serving as a national technical resource to other benefit plan teams within her firm and alliance firms. She was involved with the development and updates to her prior firm's internal guidance, manual, and forms/programs. She served as an inspector for internal inspection, and conducted training. Her experience includes a wide range of types/sizes of plans.

Bertha Minnihan

Bertha leads the employee benefit plan audit practice and Moss Adams. she has practiced public accounting since 1995 and has extensive experience directing all phases of audits for a variety of benefit plans, including 401(k), 403(b), pension, employee stock ownership, health, and welfare benefit plans. She has also worked with a number of 11-k clients. Her ERISA expertise includes the specialized knowledge required for audits, Form 5500s, and related filings.

Learn to Hedge Your Bet Against the Challenges of Auditing in an Electronic Environment

Learn about best practices for auditing in an electronic environment. Session will compare and contrast controls reliance versus no controls reliance audit approaches. Included will also be a discussion of testing completeness and accuracy of electronic reports including understanding the nuances of utilizing SOC1 reports.

Objectives:

  • Understand best practices for auditing in electronic environment 
  • Learn about utilizing SOC1 reports to assist in audit testing