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Employee Benefit Plans Fundamentals and Planning - Part I (Employee Benefit Plans Conference)


CPE Credits



PICPA Member: $58 | Nonmember: $78

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Course No.

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


If you attended this session at the Employee Benefit Plans Conference on May 20, 2016, this course is considered a duplicate. The State Board of Accountancy will not accept credits for the same course twice. Explore the different types of employee benefit plans and audit requirements. Receive an in-depth review of all that is required to properly plan and execute an engagement. Discover the key elements to risk assessment while exploring the outline of internal controls. Hear best practice tips to planning a benefit engagement.

Earn CPE on your schedule!

Hear Mark Metzler, CPA and JoAnne Szupka, CPA, cover the following:

  • Types of plans
  • Oversight
  • Filing deadlines
  • Basic planning items


Mark G. Metzler, CPA
Partner in Charge of Employee Benefit Plan Practice
Kreischer Miller

Mark Metzler has over 25 years of audit and accounting experience, including
time with KPMG as well as in industry. Although he has a wide range of
experience providing business advisory, audit, and accounting services to a
variety of businesses, Mark’s primary area of expertise involves employee
benefit plans, where he leads the firm’s practice area. In this regard, he works
with sponsors of single employer, multiple employer, and multi-employer
plans, including defined contribution and defined benefit plans, ESOPs, and
health and welfare plans.
Mark is responsible for developing and presenting the firm’s employee
benefit plan technical training and is the firm’s liaison to the AICPA’s
Employee Benefit Plan Audit Quality Center. He has written articles for
various publications and has served as a speaker for a variety of professional
and industry organizations.

JoAnn Szupka, CPA
Assurance Manager, Employee Benefit Plan Specialist

Joanne has over 15 years of accounting experience with regional and national public accounting firms in the areas of employee benefit plans. She has been responsible for all areas related to audits and reviews of single employer, multiemployer and multiple-employer sponsored plans, including defined benefit, defined contribution, 403(b), ESOP and health and welfare benefit plans.
Joanne is a Local Office Coordinator for BDO’s National Employee Benefit Plan Team. She is a member of the National Employee Benefit Plan Team and is involved with national and local training.
She is also the BDO Counts Coordinator and Local Champion for the Women’s Initiative. Joanne is responsible for events under both programs that challenge the office while promoting the significance of the programs and growth of employees.

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