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Hot Off The Press—The Latest A&A Standards for Employee Benefit Plan Auditors (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 21, 2019, this course is considered a duplicate. The State Board of Accountancy will not accept credits for the same course twice.

Earn CPE anywhere!

Hear CPA's David A. Torillo and JulieAnn C. Vereekia speak about the following:

  • Learn the key points of New FASB Accounting Standards Updates and what they mean for your employee benefit plan audits, including:
    -FASB ASU No. 2017-06, Employee Benefit Plan Master Trust Reporting
    -FASB ASU No. 2016-01, Recognition and Measurement of Financial Assets and Financial Liabilities
    -FASB ASU No. 2018-09, Codification Improvements
  • Gain an introduction to guidance that is on the horizon including:
    -FASB ASU No. 2018-13, Changes to the Disclosure Requirements for Fair Value Measurement
  • Key changes to the new Employee Benefit Plan Auditor Reporting Standard
    -The  latest AICPA initiatives and what they mean for employee benefit plan audits including:
    -The Employee Benefit Plan Audit Guide and how it will be impacted by the new multi-employer plan chapter and Employee Benefit Plan Auditor Reporting Standard
    oAICPA Risk Assessment focus and learning initiative

 



Speaker(s)

David A. Torrillo, CPA/ABV, CVA
Managing Member
Torrillo & Associates LLC

David A. Torrillo, CPA/ABV, CVA, is the managing member of Torrillo & Associates, LLC, a local public accounting firm which specializes in the audits of employee benefit plans. Dave oversees the accounting, auditing, and valuation services for the firm. Formerly a senior manager at PricewaterhouseCoopers LLP, Dave has over twenty-five years of accounting, auditing, and financial reporting experience, primarily in employee benefit plans. Dave also volunteers on several committees, boards, and associations. He has instructed courses and authored papers on several accounting topics, and also performs quality control reviews. Dave currently serves on the Pennsylvania Institute of Certified Public Accountants Employee Benefit Plans Committee, as well as the American Institute of Certified Public Accountants Employee Benefit Plans Expert Panel.

Dave received his Bachelor of Science degree in Accounting with highest distinction and honors from Pennsylvania State University. He has been a Certified Public Accountant since 1994 and is licensed in Pennsylvania, New Jersey, Delaware, and New York. Dave has been a Certified Valuation Analyst (CVA) since 2004 and was awarded the Accredited in Business Valuation (ABV) credential by the AICPA in 2006. He is a member of both the American and Pennsylvania Institutes of Certified Public Accountants, as well as the National Association of Certified Valuation Analysts. In 2016, Dave received the Advanced Defined Benefit Plans and the Advanced Defined Contribution Plans Audit Certificates from the AICPA.

Feb 2018

 

JulieAnn C. Verrekia, CPA

Independent Contractor

American Institute of CPAs

Torrillo & Associates LLC

JulieAnn Verrekia has over twenty five years of experience in accounting and auditing specializing in employee benefit plans. Julie is the Director of Quality Control for Torrillo and Associates, LLC, a Philadelphia area public accounting firm that provides assurance and valuation services specializing in audits of employee benefit plans.
Julie also currently assists the AICPA in the development and update of various employee benefit plan publications.
Julie is a former Managing Director of the employee benefit plan practice in the Philadelphia office of PricewaterhouseCoopers (PwC) LLP. Her responsibilities included serving Fortune 500 clients as well as major financial services firms. She also was responsible for employee benefit plan quality issues for the southeast region of PwC and was a key member of a team of national office employee benefit plan specialists who oversaw the development of practice aids and training for the entire firm. Julie also has experience with SSAE 16 engagements.
Julie received her Bachelor of Science degree in accounting, summa cum laude, from Widener University. She is a certified public accountant in the State of Pennsylvania and is a member of the Pennsylvania Institute of Certified Public Accountants (PICPA). Julie was appointed to the Employee Benefit Plan Committee of the PICPA in 2009.

 


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