EBP_1140x225

When
May 1
7:45 a.m. - 4:00 p.m.

Where
Best Western Premier the Central Hotel & Conference Center
Harrisburg - Map it

CPE Credits
6-A&A; 2-Other

J Conference registrants - Conference materials and webcast login information are available in Course Materials in My Account.

Thanks to all of our 2018 speakers and attendees for a great conference! On-Demand sessions will be available shortly.


“This conference keeps me in the loop on cutting edge changes.”

Marjorie Frisk, CPA
Grandizio Wilkins Little & Matthews LLP

Speakers


Level:
Update

Prerequisites:
None

Conference Agenda

7:15 a.m.
Breakfast and Check-in
7:45 a.m.
Greetings from PICPA Leadership and the Employee Benefit Plans Committee 
8:00 a.m.
g   Everything You Wanted to Know About Employer-Sponsored Retirement Plans and Were Afraid to Ask
  • Plan designs
  • Fiduciary responsibilities
  • Investments
  • Plan fees and expenses – negotiating and allocating
Speakers
Michael Falcone
Vice President, Retirement Division
NFP Retirement Services
Robert A. Lavenberg, CPA, JD, LLM
President
ERISAWorks LLC
8:50 a.m.
Impress Your Clients: Know the Latest A&A Standards for Employee Benefit Plan Auditors
  • Recent accounting, auditing, and attestation updates, including SAS No. 132, The Auditor's Consideration of an Entity’s Ability to Continue as a Going Concern, FASB ASU No. 2017-06, Employee Benefit Plan Master Trust Reporting, PCAOB AS 3101, The Auditor's Report on an Audit of Financial Statements When the Auditor Expresses an Unqualified Opinion, and ASU 2017-06 EBP Master Trust Reporting
  • Implementation issues with recent FASB ASUs, including FASB ASU No. 2015-07, Disclosures for Investments in Certain Entities that Calculate Net Asset Value Per Share (or Its Equivalent)
  • The latest information on the proposed SAS, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA
  • Tax Cuts and Job Act: How it impacts employee benefit plans

Preview this session >

Speakers
David A. Torrillo, CPA, CVA, ABV
Managing Member
Torrillo & Associates LLC
JulieAnn C. Verrekia, CPA
Director of Quality Control
Torrillo & Associates LLC
9:40 a.m.
Take a Breather
9:55 a.m.
g   The Investment Scope Dilemma: Auditor Responsibilities in Limited and Full Scope Audits
  • Useful examples of audit procedures and financial reporting
  • Mind the gap: Common pitfalls in investment disclosures
Speakers
Debi Jacobs, CPA
Principal
CliftonLarsonAllen
Yen Tieu, CPA
Executive Director
EY
10:45 a.m.
Unlock Your Sherlock: Finding Common Errors in Performing Compliance Testing
  • Auditor’s responsibilities and the potential impact of errors
  • Examples of compliance testing and common errors using case studies
  • Tips on how to present findings

Preview this session >

Speakers
Roland J. O’Brien, CPA
Director, Quality Control
Novak Francella LLC
Deborah A. Schneider, CPA
Director of Accounting and Assurance Services
Morris J. Cohen & Company PC
11:35 a.m.
Lunch
12:25 p.m.
g   Cybersecurity Concerns in Employee Benefit Plans
  • Best practice tips and tricks for employee benefit plan administrators and auditors
  • Importance of risk assessments, vulnerability assessments, and penetration tests
  • Managing the human element in cybersecurity
Speaker
Charles Sgrillo II, CISSP, CEH
Senior Information Security Specialist
Kreischer Miller
1:15 p.m.
Breezing Through Your Peer Review
  • How to avoid common deficiencies often seen in employee benefit plan audits
  • Reviewing employee benefit plan audits: Where to focus?
  • The AICPA enhanced oversight findings
  • Practical documentation requirements, examples, and resources
  • The future of peer review
Speakers
Allison M. Henry, CPA
Vice President, Professional & Technical Standards
Pennsylvania Institute of CPAs
Cathy N. Seiler, CPA
Partner
Brinker Simpson & Co. LLC
2:05 p.m.
Snacks and Chats
2:20 p.m.
Department of Labor: Must-Know Developments
  • DOL audit quality
  • How to avoid common pitfalls
Speaker
Michael E. Auerbach, CPA
Chief, Division of Accounting Services
Employee Benefits Security Administration
US Department of Labor (DOL)
3:10 p.m.
Ask the Experts
  • Get answers to your most difficult questions from our panel of experts
Email your questions to mmichiels@picpa.org and get your answers at the conference!
Moderator
Jill E. Gilbert, CPA
Partner
RKL LLP

Panelists
Debi Jacobs, CPA
Principal
CliftonLarsonAllen

Robert A. Lavenberg, CPA, JD, LLM
President
ERISAWorks LLC

Charles Sgrillo II, CISSP, CEH
Senior Information Security Specialist
Kreischer Miller

David A. Torrillo, CPA, CVA, ABV
Managing Member
Torrillo & Associates LLC
4:00 p.m.
See You Next Year