Financial Statements in Defined Contribution and Benefit Plans (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 the Employee Benefit Plans Conference on May 19-20, 2016, this course is considered a duplicate. The State Board of Accountancy will not accept credits for the same course twice. Review the required financial reporting and disclosures for defined contribution and defined benefit plans. Learn about the DOL rules and regulations with respect to supplemental schedules and reporting.

CPE without leaving your desk!

Hear Jennifer Rhea, CPA and Melissa Wolf, CPA, cover the following:

  • Auditors' report
  • Financial statements and notes
  • Applicable supplemental schedules


Speaker(s)

Jennifer Rhea, CPA
Senior Manager


An assurance senior manager, Jennifer has been a member of the Baker Tilly team for over fifteen years and is heavily involved in the employee benefits plan practice.  Jennifer’s involvement includes scheduling team members to complete engagements, coaching and mentoring team members throughout the engagements, and reviewing engagement workpapers, financial statements, and IRS Form 5500. Jennifer has extensive expertise in defined contribution (including 403(b) plans), defined benefit, employee stock ownership, and health and welfare audits.   Jennifer is a member of the Industry Centers of Excellence- Technical Committee for employee benefit plans which works closely with the practice leader and assists in the development of the firm’s annual training and best practices. In addition Jennifer is considered a technical resource for the employee benefit plan practice group.

Jennifer is a graduate of the firm’s leadership development program.  Team members chosen to participate in this three year program explore the characteristics that established leaders leverage to create organizational cultures that attract and retain key talent.  Jennifer was also a recipient of the 2009 40 under 40: PICPA Members to Watch.

 

Melissa M. Wolf, CPA, Senior Manager
Baker Tilly Virchow Krause, LLP

 

An assurance senior manager, Melissa is a leader of our northern Pennsylvania region’s employee benefit plan practice. Melissa’s responsibilities include the coordination and completion of all audits and preparation and review of IRS Form 5500. Her areas of expertise include employee stock ownership, defined contribution, defined benefit and health and welfare plan auditing. In addition, she is the firm specialist for Form 5500. Melissa conducts both internal and external education regarding this practice line.

 

Melissa is a graduate of the firm's leadership development program.  Team members chosen to participate in this three year program explore the characteristics that established leaders leverage to create organizational cultures that attract and retain key talent. She is also a 2010 graduate of Leadership Wilkes-Barre, where she currently serves as Treasurer of the Board of Directors, and was the recipient of the 2010 40 under 40: PICPA Members to Watch. More recently, Melissa has participated in the La Salle University 2014 Women’s Leadership Conference.