Instructions for using the Tab Container template:
Note: there are 2 Sitefinity tabs on the right hand side of this page, "Content" and "Layout". Some template options/widgets will be found in the Content tab and others will be found in the Layout tab.- Navigate to Content tab > Navigation dropdown and drag a ""Navigation widget" onto the page.
- Click Edit on the Navigation widget
- Choose the radio option for "Custom selection of pages" and click "Change"
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Choose the "External URLs" tab and then click "Add external URL".
Note: All this is doing is creating the titles for the tabs. You only need to provide a Title you do not need to provide a URL, leave this blank. - Navigate to Layout tab > Grid widgets and drag a "tab-container" onto the page directly below the Navigation widget.
- Drag and drop any content you would like into each of the tab-container tabs where it says "Tab x content here:"
April 22, 2025
8:30 a.m. – 4:30 p.m. | 8 credits (AU)
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Ready to register your team? Call our Customer Experience team at 614.764.2727.
Have more questions? Email Larry A. McGrath at [email protected] and we'll be happy to help!
Get up to speed on employee benefit plans and audits. We have a specially designed boot camp for beginners, and everyone will have the opportunity to hear from the DOL and peer review experts on the latest updates and top audit issues.
Unlock access to important topics covering:
- A U.S. Department of Labor update
- Accounting and auditing update
- Retirement legislation update
- Fiduciary responsibilities, ERISA compliance and best practices
- Initial plan audit overview
- Peer review update
- Form 5500
- Audit technology
- Risk management best practices
- EBP audit beginner bootcamp
April 22, 2025
8:30 a.m. – 4:30 p.m. | 8 credits (AU)
Agenda
April 22, 2025
Virtual
Note: This agenda will continue to evolve as we move closer to the event date. Check back for updates.
1. The Current State and Future Direction of Employee Benefit Plan Audits
Marcus Aron, Senior Auditor, Office of the Chief Accountant, U.S. Department of Labor - LinkedIn
- Get an update on the key regulatory changes impacting employee benefit plan audits
- Analyze current challenges in employee benefit plan audits, identify potential risk areas, and develop strategies to enhance audit quality and compliance
- Gain insights into emerging trends and technologies in the field of employee benefit plan audits, enabling them to anticipate and adapt to future audit requirements
2. Accounting & Auditing Update
Michelle Buckley, CPA, AIFA, Vice President, Practice Leader, Meaden and Moore - LinkedIn
- Update on accounting and auditing issues
- Discuss SAS 145 year 2
- Explore updates on Secure Act 2.0 and potential audit considerations
3. Retirement & Legislative Update
Aaron Lane, Financial Advisor, Edward Jones - LinkedIn
- Gain insight into recent legislative changes impacting retirement plans, including tax reforms, contribution limits, and compliance requirements.
- Understand how upcoming regulatory changes affect retirement plan administration and employer obligations.
- Learn strategies for maintaining compliance and efficiency in retirement plans amidst evolving legal requirements.
4. Initial Plan AuditsDana Howell, CPA, Director, Sikich - LinkedIn
- Identify the essential regulatory requirements and documentation needed for an initial employee benefit plan audit.
- Recognize common risks and compliance challenges in first-time audits to improve audit quality.
- Learn best practices for planning and executing an effective and efficient initial plan audit.
5. Understanding Fiduciary Responsibilities, ERISA Compliance & Best Practices
Ed Redder, J.D. - Thompson Hine - LinkedIn
- Explain fiduciary responsibilities under ERISA and their impact on employee benefit plan audits.
- Identify key ERISA compliance requirements to ensure proper plan management and oversight.
- Apply best practices to strengthen fiduciary governance and minimize compliance risks.
6. EBP Audit Bootcamp
Marilee Lau, CPA - LinkedIn
- Develop a strong foundation in employee benefit plan audit fundamentals, including key regulations and standards.
- Identify common audit deficiencies and strategies to enhance audit quality and compliance.
- Apply practical techniques to improve efficiency and accuracy in employee benefit plan audits.
7. Peer Review Update: Hear from the Audit Quality Experts
Peter Zender, CPA, A&A and Technology Trainer, Galasso Learning Solutions - LinkedIn
- Understand recent peer review findings and their impact on employee benefit plan audits.
- Identify common audit quality issues and strategies for improvement.
- Learn best practices from audit quality experts to enhance compliance and performance
8. What you Need to Know: Form 5500
Krystal Mitchell, CPA, Manager, Assurance and Advisory, SEK, CPAs & Advisors - LinkedIn
- The form 5500 session will provide an overall review of the Form 5500 and related schedules.
- From the audit perspective we will cover best practices for reviewing and reconciling the Form 5500 and related schedules to the Financial Statements.
- We will also briefly discuss instances where you might expect Form 5500 reporting to differ from Financial Statement reporting.
9. Emerging Technology for an Efficient Audit
Kim Conaway, CPA - Director of Product Management Audit, Wolters Kluwer - LinkedIn
- Explore emerging technologies that enhance efficiency and accuracy in employee benefit plan audits.
- Understand how data analytics and automation can improve audit quality and compliance.
- Learn best practices for integrating technology into the audit process to streamline workflows.
10. Risk Management
Duncan Will, CPA/ABV/CFF, CFE, Loss Prevention Director & A&A Specialist, CAMICO - LinkedIn
- Identify key risk factors in employee benefit plan audits and their potential impact.
- Develop strategies to mitigate risks and enhance audit effectiveness.
- Learn best practices for implementing a risk-based approach to auditing.
April 22, 2025
8:30 a.m. – 4:30 p.m. | 8 credits (AU)
Want to get in front of this audience?
We can help connect you and create brand awareness through our many sponsorship packages. For more information, email Jack Williams at [email protected] or call 614.764.2727.
Why sponsor the Employee Benefit Plan Audit Conference?
- Expose your organization to hundreds of virtual attendees.
- Showcase your partnership with OSCPA and it's 17,000+ members.
- Reach Ohio's top business professionals.
- Opportunity to share relevant and timely information and resources.
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