Session Tracks

Plan Design & Tax Compliance

Benefits and trade-offs
Learn the nuances of different plan types and their related compliance requirements. These sessions are designed for plan auditors, tax professionals, service...

Accounting & Auditing

Ideal if you have intermediate to advanced experience
Sessions include employee benefit plan audit and accounting updates, lessons learned from recent accounting standard...

Industry Update

Breaking news and inside chatter
Bring yourself up to date on current trends and hot topics in the employee benefit world including regulatory and nonregulatory changes that affect employee...

Advanced Professional

More time for technical deep dives
For plan sponsors and practitioners who work with complex and unique benefits, plan design, and investment arrangements. These sessions are designed...

Enhanced Knowledge

Beyond the technical
Conference attendees who are looking for a broader range of knowledge beyond the technical compliance and accounting sessions offered. The sessions are designed...

Audit Fundamentals

Essential to your growth
Emerging EBP auditors should attend these sessions to obtain a strong base of EBP audit knowledge, testing techniques and financial reporting requirements....

Levels

Basic

This session is appropriate for all types of professionals learning to apply skills to employee benefit plans. At the completion of attending foundational sessions, attendees will be aware of regulations,...

Intermediate

This session is appropriate for all types of professionals with moderate experience with employee benefit plans. At the completion of attending intermediate sessions, attendees will be able to apply and...

Advanced

This session is appropriate for all types of professionals with a strong knowledge base in, and extensive experience with, employee benefit plans. At the completion of attending advanced sessions, attendees...

For more information on learning levels, visit competency.aicpa.org to download the FREE AICPA and CIMA competency frameworks related to auditing employee benefit plans, tax, and CGMA competencies.