Basic Audit Workshop

Session Date: 
May 7th, 2017 - 9:00AM6:00PM

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


CPE Credits: 8

Session Price: $575.00

Field of Study:

Session Type:

Speaker(s) Speaker Details Session(s)
Marilee Lau CPA, Retired Partner, KPMG LLP, San Francisco, CA 42, 50, 62, 101
Robert Cote CPA, President, Cote & Company, San Francisco, CA 101
Megan Knoblauch CPA, Partner, RubinBrown LLP, Overland Park, KS 44, 52, 101
Marcus Aron CPA, CGMA, Senior Auditor, U.S. Department of Labor, EBSA, Washington, DC 68, 101, 203

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2