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Employee Benefit Plans Audit Virtual Conference | 1000002256

May 23, 2023 | 8:30 a.m. PT – May 24, 2023 | 12:01 p.m. PT

CPE: 8
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Regulatory, reporting and disclosure requirements surrounding employee benefit plan auditing are growing and changing. Audit deficiencies are more common than firms care to see. The risk of plan failures or fraud is always present for plan sponsors. Learn about the complexities, trending issues and steps you can take to be up to date on regulatory, audit and accounting requirements, perform quality audits and serve your clients with timely and accurate advice.

  • Product Code


  • Credit Type
    CPE: 8
  • Format


  • 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


  • Level of Difficulty


  • Prerequisites

    Basic knowledge of accounting and auditing and experience with employee benefit plan audits.

  • Advance Preparation


Learning Objectives

Recognize which updates on standards and regulations impact your employee benefit plan audit practice

Identify areas of risk for plan failure and fraud

Determine new tools to successfully perform high-quality audits

Major Subjects

  • Standards and regulations
  • Risk areas for failure and fraud
  • Tools to perform high-quality audits


8:30–8:31 a.m. PT
  • Welcome

8:31–9:45 a.m. PT
9:45–9:55 a.m. PT
  • Break

9:55–11:10 a.m. PT
11:10–11:35 a.m. PT
  • Legislative Update

    Debbie Smith
11:35 a.m.–12 p.m. PT
12–12:01 p.m. PT
  • Final Remarks/Adjourn

8:30–8:31 a.m. PT
  • Welcome

8:31–9:45 a.m. PT
9:45–10:10 a.m. PT
  • The Current Audit Environment

    Julie Tracy
    Michael Meihaus
10:10–10:20 a.m. PT
  • Break

10:20–11:10 a.m. PT
11:10 a.m.–12 p.m. PT
  • The Plan Auditor and Form 5500

    Roger A Martinez
12–12:01 p.m. PT
  • Final Remarks/Adjourn

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