This agenda is current as of Nov 17, 2025 .

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Wednesday, December 3, 2025

11:30 AM – 12:50 PM EST

(1h 20m)

AAR2501. Welcome Day 1 and Accounting & Auditing Update

Speakers: Jason Eddy, Julie Verrekia

1:00 PM – 2:15 PM EST

(1h 15m)

AAR2502. Firm Audit Efficiency: Best Tools & Staffing Solutions

Speakers: Kristin Ryan, Joseph Farrenkopf, Jena Ford

1:00 PM – 2:15 PM EST

(1h 15m)

AAR2503. Navigating SOC 1 Reports

Speakers: Kerri Franz, Ingrid Boyd

2:15 PM – 2:45 PM EST

(30m)

AAR25TD01. TECH DEMO: Participant Reconciliation Made Easy: AuditMiner's EBP Engagement Platform

2:45 PM – 3:35 PM EST

(50m)

AAR2504. Navigating the (Cyber and AI) Digital Risk Landscape

Speakers: Michael Stoyanovich, Anna Bell

2:45 PM – 3:35 PM EST

(50m)

AAR2505. ERISA Litigation Update

Speakers: Matthew Eickman

3:45 PM – 4:35 PM EST

(50m)

AAR2506. PEP Update

Speakers: Debbie Smith, Rachel Mahmood, Alicia Schmidt

3:45 PM – 4:35 PM EST

(50m)

AAR2507. Government Plan Reporting

Speakers: Jennifer Jackson, Scott Warnetski

Thursday, December 4, 2025

11:30 AM – 12:50 PM EST

(1h 20m)

AAR2508. Welcome Day Two & Regulatory and Legislative Update

1:00 PM – 2:15 PM EST

(1h 15m)

AAR2509. You Have an ERROR Now What? - Understanding the Impact of Retirement Plan Corrections

Speakers: Laura Ferguson, Chris Ciminera

1:00 PM – 2:15 PM EST

(1h 15m)

AAR2510. Payroll Processes and Compliance for EBP Audits

Speakers: Jason Moss, Karolyn Ladas

2:45 PM – 3:35 PM EST

(50m)

AAR2511. Form 5500 - What Auditors Need to Know

Speakers: Gwendolyn Mazzola

2:45 PM – 3:35 PM EST

(50m)

AAR2512. Common Internal Controls Used to Reduce Control Risk in an EBP Audit

Speakers: Wendy Schmitz, Emily Toler

3:45 PM – 4:35 PM EST

(50m)

AAR2513. Asking for a Friend - Q&A

Speakers: Jason Eddy, Debbie Smith, Alicia Schmidt