On-Demand
Employee Benefit Plans Audit Conference 2023 On-Demand (No CPE)
CPE: 0
Overview
Regulatory, reporting, and disclosure requirements surrounding employee benefit plan auditing are constantly evolving. As audit deficiencies continue to rise, it is crucial for firms and professionals to stay informed and adapt to these changes. The risk of plan failures and fraud is ever-present for plan sponsors.
At this event, we will delve into the complexities of employee benefit plan auditing, explore the latest trending issues, and provide actionable steps to ensure you are up to date on regulatory, audit, and accounting requirements. Our expert speakers will share insights on performing high-quality audits and delivering timely and accurate advice to your clients.
Product Code
1000002408
Format
Online Self-Study
Intended Audience
CPAs who perform employee benefit plan audits and senior managers, staff, financial professionals, individual advisers and attorneys who specialize in working on employee benefit plans.
NASBA Field of Study
Auditing
Level of Difficulty
Update
Prerequisites
Basic knowledge of accounting and auditing and experience with employee benefit plan audits.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Standards and regulations
- Risk areas for failure and fraud
- Tools to perform high-quality audits
Faculty
Jasmine Starr Baker
Jasmine. S. Baker, CPAJasmine is a Partner at WithumSmith+Brown, PC, in the San Ramon, California, office. She has 20 years of specialized experience providing audit and accounting services to employee benefit plans and labor organizations. Her experience includes auditing single-employer and multi-employer plans, including defined contribution plans, defined benefit pension plans, and health and welfare plans. Jasmine excels at both client en...
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Darlene M. Bayardo
Darlene Bayardo, the founder of Bayardo Accounting and Consulting, PC, has more than 25 years of experience with national public accounting firms and private accounting. She has extensive knowledge in the audits of employee benefit plans. She focuses on ERISA audit quality and risk management. Her expertise facilitates technical consultations, development of audit and accounting guidance, resources and training programs for employee benefit pl...
More about Darlene M. BayardoJason Figgat
Jason began his career auditing employee benefit plans with Mohler, Nixion, and Williams Corporation in July 2007. Since that time, Jason continued providing audit services to clients at Moss Adams LLP and Armanino LLP, and, currently, serves as Practice Leader at Pension Assurance LLP. When not working with his clients, Jason enjoys watching movies, running, and learning about history.
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Marilee P. Lau
Marilee Lau provides consulting services to CPA firms specializing in employee benefit plans which includes practice and in house engagement reviews. She also presents at EBP conferences and teaches various educational programs on accounting and auditing for employee benefit plans. She is the Consulting CPA on Staff for the Colorado Society of CPAs overseeing the AICPA Peer Review Program for Colorado, New Mexico, and Washington. Before retiri...
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Roger A Martinez
Roger Martinez is audit practice partner in charge of Vasquez & Company's audit practice and the firm's quality control program. He joined the company in 2012. His expertise includes financial and compliance audits, including internal control reviews, single audits performed in accordance with the Uniform Guidance, program-specific audits, and financial statement reviews, as well as forecasts and projections for some of California's largest an...
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Lynne McMennamin
Lynne McMennamin is an Assistant Chief in the Division of Reporting Compliance (DRC) in EBSA’s Office of the Chief Accountant (OCA). Lynne has been with OCA for 10 years. She has been involved as a supervisory reporting compliance specialist in the DRC for over 8 years and previously as an auditor for two years in the Division of Accounting Services. Before joining the Department of Labor, Lynne worked in public accounting, specializing in Em...
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Michael Meihaus
Michael Meihaus is San Diego born and raised, and the owner of Meihaus CPA, a firm specializing exclusively in retirement plan audits. Prior to starting his firm, he managed the California benefit plan audit practice at a Top 100 firm. He has performed over 250 ERISA audits during his career and his experience includes 401(k), 403(b), Health and Welfare, ESOP, and defined benefit plans.
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Bertha A. Minnihan
Bertha leads the Assurance Practice for the firm’s Northern California region. She oversees audit quality, staffing and engagement management, and client services. The Northern California assurance practice specializes in a variety of industries and service lines with over 300 professionals serving clients.Bertha has served as the firm’s national practice leader for the Employee Benefit Plan Services group. She has extensive experience directi...
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Debbie Smith
Debbie is a partner in Grant Thornton’s national professional standards group, specializing in employee benefit plan assurance. She has over 35 years of experience in auditing benefit plans and has practiced exclusively in this area for the past 28 years. Debbie is a current chairperson of the executive committee of the AICPA's Employee Benefit Plan Audit Quality Center. Her previous service in the profession includes having served a three-yea...
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Jeff Stone
Jeff has over 30 years of audit and accounting experience having spent 10 years with Deloitte as he began his career. Jeff has provided a broad range of advisory services in the areas of financial statement audits, strategic planning, internal controls, financial management, and operations/compliance. While Jeff has extensive experience in a variety of industries, his primary focus now includes financial statement audits of qualified employee ...
More about Jeff StoneJulie Tracy
I am currently an executive cyber security advisor with Withum. I work with organizations on their cyber security programs from development to implementation and assessments. I enjoy working with organizations of all sizes to meet their cyber security goals and helping them understand the risks they face and how to best remediate those risks to an acceptable level.Prior to joining Withum, I served as the CISO for a rapidly growing community ba...
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Mark Jeffrey Wirth
With over 40 years of audit and accounting experience, Mark is responsible for audits of privately held companies as well as audits of many types of employee benefit plans, including ESOPs, 401(k) Plans, other types of defined contribution plans, and defined benefit plans. He also consults with clients on employee benefit plan issues, and serves as engagement quality control reviewer and as audit engagement leader, with significant training an...
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