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Breezing Through Your Peer Review (Employee Benefit Plans Conference)

Details

 Pricing

PICPA Member: $29 | Nonmember: $39

Free with CPE Academy. Learn More.


 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. *excludes CPE Academy unlimited access.

Description

Learn from Allison Henry and Cathy Seiler as they bring a practical approach to the peer review process.


If you attended this session at the Employee Benefit Plans Conference on May 1, 2018, this course is considered a duplicate. The State Board of Accountancy will not accept credits for the same course twice.


Highlights

The major topics that will be covered in this class include…

  • How to avoid common deficiencies peer reviewers see in employee benefit plan audits
  • Areas to focus while reviewing employee benefit plan audits
  • The AICPA enhanced oversight findings
  • Practical documentation requirements, examples, and resources
  • The future of peer review



Speaker(s)

Cathy N. Seiler, CPA
Partner
Brinker Simpson & Co. LLC

Cathy joined Brinker Simpson & Company as a Partner in October 2014, bringing more than 25 years of experience to the firm. Prior to joining, Cathy was a Senior Manager at a national accounting firm, as well as the Director of Quality Control for a large regional firm.

Cathy provides sophisticated audit, accounting, general business advisory, and tax services to clients in a broad range of industries including manufacturing, wholesale distribution, construction, professional service, not-for-profit, and governmental.

Cathy resides in Lafayette Hill, PA, with her husband Marc. Her son, Eric, is currently working for a health care consulting company. Her son, Jared, is a Junior at the Pennsylvania State University.

Areas of Concentration
• Audits of Employee Benefit Plans
• Audits of Local Governments
• Audits of Non-Public Companies
• Audits of Nonprofit Organizations
• Forensic and Litigation Engagements
• Quality Control and Peer Review
• Strategic Tax Planning and Compliance for Companies and Individuals

Industries Served
• Construction Contractors
• Healthcare
• Hospitality
• Local Government and Municipal Authorities
• Manufacturing
• Not-for-Profit Organizations
• Professional Services and Consulting
• Wholesale Distribution

Designations
• Certified Public Accountant – Pennsylvania

Memberships and Affiliations
• American Institute of Certified Public Accountants (AICPA)
• Chester County Chamber of Commerce
• Delaware County Chamber of Commerce
• Federation Early Learning Services – Vice Chair, Operation and Development Committee Chair
• Main Line Chamber of Commerce
• Pennsylvania Institute of Certified Public Accountants (PICPA), Peer Review committee, Employee Benefit Plan committee including the EBP Technical Issues sub-committee

Education
Bachelor of Science in Business Administration and Accounting - Temple University

March 2018

Allison M. Henry, CPA
Vice President, Professional & Technical Standards
PICPA

Allison is presently the Vice President - Professional & Technical Standards for Pennsylvania Institute of CPA’s (PICPA) where she is responsible for overseeing the administration of the AICPA’s Peer Review Program in Pennsylvania, Delaware, and the Virgin Islands. She also administers PICPA’s Joint Ethics Enforcement Program with the AICPA, and serves as the technical staff liaison to seven state-wide committees and two newly-created task forces; specifically, the Peer Review, Professional Ethics, Accounting and Auditing Procedures, Forensic and Litigation Services, Business Valuation, Not-for-Profit and Employee Benefit Plan Committees and the Healthcare Reform and Marcellus Shale Task Forces. In addition, she fields technical inquiries, writes columns for the CPA Journal and Pursuit publications, provides technical updates at PICPA chapter events, and assists in writing responses to technical exposure drafts.

Allison has been in the profession for about twenty years, including twelve years in public accounting and over eight years with PICPA. Her public accounting experience consists of several years as senior manager with a regional accounting firm and nine years at Deloitte & Touche, LLP, where she worked in their assurance and advisory services group. Her diverse client service experience includes many not-for-profit, healthcare, and world relief organizations, as well as small and large manufacturing, distribution, and other service-oriented entities. She has also served as the designated employee benefits specialist. Prior to her experience with Deloitte, she spent four years in internal accounting positions including the Department of Defense, while her husband was serving on active duty with the U.S. Army.

Allison is a graduate of Washington University in St. Louis and holds an accounting equivalency from the University of Arkansas in Little Rock. She is a member of the Pennsylvania Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. She is also a member of Washington Crossing United Methodist Church, where she serves on the financial accountability team, and volunteers for the children’s ministry. She is a native of St. Louis, Mo. and is an avid runner.


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