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Live Webcast

2020 AUDITS OF EMPLOYEE BENEFIT PLANS CONFERENCE


Total Credits: 8

Average Rating:
   61
Categories:
Accounting and Auditing |  Conference Webcast
Duration:
8 Hours 30 minutes
License:
Product Setting: Expires 90 day(s) after program date.

Dates



Description

Audits of Employee Benefit Plans Conference Webcast

Audits of Employee Benefit Plans Conference

This convenient one-day live program provides an opportunity to learn about recent regulatory updates from the Department of Labor and the Internal Revenue Service. This conference will provide updates on accounting and auditing standards in addition to helpful tools to assist you in maintaining your edge and delivery on expectations to your clients.

CPE InfoLine: 800-428-0272 or 972-687-8500. E-mail Customer Service

8 a.m. - 9:15 a.m. - Department of Labor Update
In this informative session, the senior auditor of the Employee Benefits Security Administration, Marcus Aron, shares the DOL’s latest news and developments. He’ll discuss the current EBSA/OCA audit quality initiatives and other current regulatory and compliance initiatives.
Marcus Aron/Department of Labor

9:15 a.m. - 9:30 a.m. - BREAK

9:30 a.m. - 10:30 a.m. - Employee Benefit Plan Auditing and Accounting Update
We’ll discuss accounting and auditing considerations for the 2019 audits, including the impacts of the new investment related codification changes, mortality improvement scales and IRS changes to the hardship rules. Other topics will include what’s on the horizon that could impact our plan audits in the future, including the changes to our audit opinions.
Rance Buss/Weaver LLP
Kerri Franz/Weaver LLP

10:30 a.m. - 11:30 a.m. - How the SECURE Act Affects Employee Benefit Plan
Part of the federal budget bill signed into law in December included the SECURE Act, which in addition to modifying some of the timing and structure for IRA accounts for individual taxpayers, includes some modifications to employee benefit plans.
Rance Buss/Weaver LLP

11:30 a.m. - 12:15 p.m. - LUNCH BREAK

12:15 p.m. - 12:25 p.m. - CARES Act Update
Kristin Ryan

12:25 p.m. - 12:55 p.m. - Legislative Intent - The PPP and Beyond
Jason Freeman, CPA, JD, Managing Member, Freeman Law, PLLC
Jodi Ann Ray, CAE, TXCPA President and CEO

12:55 p.m. to 1:55 p.m. - Avoiding Common Errors When Preparing Financial Statements
You’ll learn how to avoid the common reporting errors that auditors continue to make when drafting financial statements. This will include a reporting and disclosure requirements’ refresher and examples of disclosures.
Gwen Stoute/Hogan Taylor LLP

1:55 p.m. - 2:10 p.m. - BREAK

2:10 p.m. - 3 p.m. - Employee Benefit Plan Risk Assessment
We’ll identify common misconceptions that are leading to noncompliance with AU-C Section 315 (Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement) and AU-C Section 330 (Performing Audit Procedures in Response to Assessed Risk) as it relates to identifying risks relevant to the FS audit, assessing risks using professional judgment and more. We’ll also recognize how the requirements in the standards should be applied during the audit.
Kristin Ryan/PKF Texas

3 p.m. - 4 p.m. - Best Practices for EBP Audit Project Management
This session will be an interactive one covering common challenges auditors face in project management, as well as identifying practical solutions and tools to improve audit efficiency.
Gwen Stoute/Hogan Taylor LLP
Kerri Franz/Weaver LLP

WHO SHOULD ATTEND: Auditors providing employee benefit audit and accounting services, benefit plan Administrators and employees of companies with responsibility for accounting and reporting for plan benefits.

 

 

 

Course Materials

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Overall:      4.6

Total Reviews: 61