Finding Errors When Performing Testing: What’s An Auditor to Do? (Employee Benefit Plans Conference)

CPE

CPE Credits
1-A&A

Details

 Pricing

PICPA Member: $29 | Nonmember: $39


 More Information

Course No.
ON-DEMAND
Level
Update
Prerequisites
None
Note

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Description

If you attended this session at the Employee Benefit Plans Conference on May 18, 2017, this course is considered a duplicate. The State Board of Accountancy will not accept credits for the same course twice.

Earn CPE anywhere!

Hear Deborah A. Schneider, CPA and Roland J. O'Brien, CPA speak about the following:

  • Processes for identifying errors
  • Most common errors identified
  • Best practices for resolving identified errors


Speaker(s)

Deborah A. Schneider, CPA
Director of Accounting and Assurance Services

Debbie is a director in the accounting and assurance practice area at Morris J. Cohen & Co. Throughout her career, Debbie has performed financial statement audits, reviews, compilations and tax services for companies ranging from pre-revenue startups to multi-entity operations. She has experience with manufacturing, construction, software development, wholesale distribution and not-for-profit entities with a concentration in employee benefit plans.

Roland J. O’Brien, CPA
Director, Quality Control
Novak Francella LLC

Roland J. O’Brien has over 25 years of accounting experience with local, regional, and national public accounting firms. He has been responsible for all areas related to the audits and reviews of single employer, multiemployer, and multiple-employer sponsored plans, including employee benefits, qualified retirement, health and welfare, and fringe benefits plans.

In 2007, Roland was the founder of the Pennsylvania Institute of CPAs (“PICPA”) Employee Benefit Plan (“EBP”) Committee and was instrumental in creating the annual PICPA Employee Benefit Plans Conference.

Roland has been responsible for creating and presenting technical training programs at the national, regional, and local level, as well as providing quality assurance services, including national EBP quality inspections. Roland is a frequent speaker on various technical issues for industry and professional organizations.

PROFESSIONAL AFFILIATIONS
American Institute of Certified Public Accountants
AICPA Emerging Industries and Risk Areas Taskforce
AICPA Practice Monitoring Task Force – Employee Benefit Plans

Pennsylvania Institute of Certified Public Accountants
Founding Member and Chair (2007-2010), PICPA Employee Benefit
Plans Committee 2007-current
PICPA Employee Benefit Plans Technical Subcommittee
PICPA Employee Benefit Plans Conference Subcommittee
PICPA Ethics Committee 2011-2012, Chair 2013-2014

EDUCATION
B.A., M.A., Bob Jones University

Post-graduate studies:
Temple University 
The Wharton School, University of Pennsylvania

Feb 2018

 


You May Also Like

Auditing 401(k) Plans: Critical Issues and Annual Update
Nov. 28 | Malvern
Understand current changes and risks associated with 401(k) plans. Identify best practices for a benefit plan engagement. Avoid common mistakes noted during peer reviews. ...
Audits of 401(k) Plans: New Developments and Critical Issues for an Effective and Efficient Audit
Dec. 11 | Cranberry
Learn how to prepare an employee benefit plan audit engagement. Grasp the importance of reading, reviewing, and documenting controls in a service organization control report. Identify audit triggers that may ...
Advanced Audits of 401(k) Plans: Best Practices and Current Developments Webcast
Nov. 16 | Webcast
Examine the most common compliance issues encountered in 401(k) plan audits, what to watch out for, and what can be done to ensure compliance. Explain the documentation and procedures related ...