12th Annual MNCPA Audits of Employee Benefit Plans Conference
Total Credits: 8 including 8 Auditing- Technical
- Average Rating:
- 52
- Categories:
- Accounting and Auditing | Partner Produced
- Speakers:
- Gregory M. Clark, CPA, CGMA | Marjorie H. Heap, CPA | Carolee A. Lindsey, CPA, CGMA | Donna Massanova, CPA | Lynne McMennamin, CPA
- Course Levels:
- Update
- Duration:
- 8 Hours
- License:
- Product Setting: Expires 40 day(s) after program date.
Description
Employee benefit plan audits present a unique array of challenges. As an auditor, you need the best, most current information and tools to navigate your clients’ plan issues. At this specialized conference, hear the latest from the Department of Labor about current rules and regulations and get fresh ideas for increasing the effectiveness and efficiency of your audits. Plus, earn valuable continuing education credits to help maintain your CPA license and meet AICPA Employee Benefit Plan Audit Quality Center requirements.
8:30 – 9:20 a.m. A1. Department of Labor Update (Lynne McMennamin, CPA)
9:20 – 10:35 a.m. B1. Current Standards Update and Emerging Best Practices and Trends (Gregory M. Clark, CPA, CGMA)
10:35 – 10:50 a.m. Morning Break
10:50 a.m. – 12:05 p.m. C1. Employee Benefit Plan Financial Statement Disclosures and Form 5500 (Donna M. Massanova, CPA)
12:05 – 12:55 p.m. Lunch Break
12:55 – 2:35 p.m. D1. Panel Discussion: Ask the Experts
2:35 – 2:50 p.m. Afternoon Break
2:50 – 4:05 p.m. E1. Peer Review Findings Related to Employee Benefit Plan Audits (Carolee A. Lindsey, CPA, CGMA)
4:05 – 4:30 p.m. F1. Adding Value to an Audit: A Laundry List of Ideas (Marjorie H. Heap, CPA)
Basic Course Information
Learning Objectives*Learn about enforcement actions taken by the Department of Labor
*Understand new trends and emerging best practices
*Learn financial reporting requirements defined contribution and defined benefit plans
*Understand Form 5500 and its relation to financial reporting *Learn ways to add value to audits
Major Subjects
*Department of Labor Update
*Current Standards Update and Emerging Best Practices and Trends
*Employee Benefit Plan Financial Statement Disclosures and Form 5500
*Panel Discussion: Ask the Experts
*Peer Review Findings Related to Employee Benefit Plan Audits
*Adding Value to an Audit: A Laundry List of Ideas
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| 12th Annual MNCPA Audits of Employee Benefit Plans Conference - handouts (6.23 MB) | 170 Pages | Available after Purchase |
| Agenda (0.10 MB) | 1 Pages | Available after Purchase |
| Agenda (0.10 MB) | 1 Pages | Available after Purchase |
| Session A1 Handout (3.21 MB) | 29 Pages | Available after Purchase |
| Session B1 Handout (0.67 MB) | 38 Pages | Available after Purchase |
| Session C1 Handout (2.08 MB) | 67 Pages | Available after Purchase |
| Session D1 Handout (0.26 MB) | 6 Pages | Available after Purchase |
| Session E1 Handout (0.64 MB) | 16 Pages | Available after Purchase |
| Session F1 Handout (0.56 MB) | 10 Pages | Available after Purchase |
Speaker
Gregory M. Clark, CPA, CGMA Related Seminars and Products
Business Compliance and Controls Group (BCCG)
Gregory M. Clark, CPA, CGMA, is a principal with Business Compliance and Controls Group (BCCG), an accounting and consulting firm specializing in employee benefit plan audits and compliance, internal controls auditing, consulting and assessments, and technical accounting training. He has more than 35 years of experience in the audit and business compliance field and speaks nationally about employee benefit plans, operational auditing and more.
Marjorie H. Heap, CPA Related Seminars and Products
Peterson Whitaker & Bjork, LLC
Marjorie H. Heap, CPA, a manager with Peterson Whitaker & Bjork, LLC, has experience in all phases of employee benefit plan engagements including planning, execution and quality control. In addition, she has a wide variety of public accounting experience covering all levels of financial statement service, developing and teaching training programs, and involvement in various levels of firm quality control.
Carolee A. Lindsey, CPA, CGMA Related Seminars and Products
Weber & Deegan, Ltd.
Carolee A. Lindsey, CPA, CGMA, a principal with Weber & Deegan, Ltd., has 30 years of experience in accounting, auditing, income tax, business advisory and peer review engagements. She has served on the MNCPA Board of Directors, the MNCPA peer review committee and several other MNCPA committees and not-for-profit boards.
Donna Massanova, CPA Related Seminars and Products
CPA
Baker Tilly Virchow Krause, LLP
Donna M. Massanova, CPA, is a partner in the audit and accounting services group as well as a practice leader of the employee benefit plan services group at Baker Tilly Virchow Krause, LLP. She is responsible for marketing, business development and directing team members’ education and training in these practices. Massanova has expertise in the areas of the Securities and Exchange Commission 11-K filings, employee stock ownership, defined contribution, defined benefit and health and welfare plan auditing.
Lynne McMennamin, CPA Related Seminars and Products
U.S. Department of Labor
Lynne McMennamin, CPA, is an auditor in the division of accounting services and a senior reporting compliance specialist in the division of reporting compliance of the EBSA’s Office of the Chief Accountant at the U.S. Department of Labor (DOL). Prior to joining the DOL, she spent more than 20 years in public accounting, including 10 years as a partner with an international accounting firm. McMennamin has served on the AICPA Employee Benefit Plan Expert Panel as well as the AICPA Employee Benefit Plan Audit Quality Center executive committee. She is a frequent speaker at national and state conferences focused on employee benefit plans.
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs, auditors and other financial professionals who are responsible for auditing employee benefit plans.
Original Recording Date 5/24/2018
Yellow Book No
Course Developer Minnesota Society of Certified Public Accountants
Date Added to Catalog 03/08/2018
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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