Back to Search

The Ins and Outs of Auditing Investments (Employee Benefit Plans Conference)


CPE Credits



PICPA Member: $29 | Nonmember: $39

 More Information

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 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 Donna M. Massanova, CPA speak about the following:

  • Identifying investment types
  • Auditing investments in a limited and full scope engagement
  • Investment presentation and disclosure in the financial statements


Donna M. Massanova, CPA
Partner, Practice Leader of the Employee Benefit Plan Audit Services Group
ParenteBeard LLC

Donna is a partner in our audit and accounting services group and is the practice leader of the firm’s employee benefit plan (EBP) audit services group. As practice leader, Donna’s widespread expertise in this area has enabled ParenteBeard to expand this practice and become a national leader in the field. In addition to being responsible for practice quality, Donna is also responsible for marketing, business development and directing team members’ education and training on employee benefit plans. Her leadership has provided a significant contribution to the employee benefit plan practice to become one of the fastest growing service lines within the firm’s assurance practice.
Donna’s unique experience enables her to provide audit, accounting and regulatory advice and attest services to our large public and privately held EBP clients. She has extensive experience in all aspects of accounting, auditing and tax services with employee benefit plans. Her areas of expertise include the Securities and Exchange Commission 11K filings, employee stock ownership, defined contribution, defined benefit and health and welfare plan auditing.
Donna is responsible for both internal and external education regarding this practice line. She has conducted numerous seminars and is a frequent guest speaker, addressing peers and colleagues on various topics, including the Department of Labor regulations, implications of new accounting and auditing pronouncements and 403(b) plans to name a few. She has authored several articles, including “Working Through Benefit-Responsive Investment Contract Guidelines,” which was published in both the Pennsylvania CPA Journal and SumNews, the newsletter of the Massachusetts Society of Certified Public Accountants.
Donna is a graduate of LEAP (Leadership, Entrepreneurism and Achievement at ParenteBeard), a three year program to develop leaders who embrace our values and principles. The program helps our professionals formulate effective management and business development attributes, enhance their leadership capabilities and engage in continuous development.
In 2012, Donna was a Women of Distinction award recipient from the Philadelphia Business Journal.

You May Also Like

High Quality SSARS Engagements and Peer Review
April 29 | Feasterville
Cover the basic requirements for performing preparation, compilation, and review engagements under the current SSARS standards, as well as the new SSARS No. 25, Materiality in a Review of Financial ...
Personal Financial Planning Conference
Nov. 5 | Malvern
This conference provides accounting and financial professionals with the knowledge, skills, and tools needed to broaden their practice in the area of financial planning by learning about current economic factors, ...
Accounting & Auditing Conference
Dec. 10 | Malvern
Get the latest relevant information and updates on current accounting, auditing, and financial reporting issues. ...