Wednesday, December 2, 2026

11:00 AM – 12:20 PM EST

AAR2601. Welcome and Accounting & Auditing Update

Nadia Matthie

- Partner | Withum

Julie Verrekia

- Consultant | Julie Verrekia, CPA

12:30 PM – 1:25 PM EST

AAR2602. Definition of Compensation

Sylwia Hejzner

- Eisner Amper

Crystal Coleman

- CLA Connect

12:30 PM – 1:25 PM EST

AAR2603. Advanced Defined Benefit Topics

Jason Eddy

- Partner | Grant Thornton, LLP

Tristan Christ

- U.S. Resource Actuary | Willis Towers Watson

2:05 PM – 3:00 PM EST

AAR2604. Regulatory Update - What will Impact you in the Next Year?

3:10 PM – 4:30 PM EST

AAR2605. The NAV-igator's Guide to Alternative Investments

Sandi Carrier

- Managing Director | Deloitte & Touche LLP

Jennifer Allen

- Partner | Crowe LLP

3:10 PM – 4:30 PM EST

AAR2606. QM - Implementation Challenges, Monitoring and Remediation, and The New Peer Review QM Checklists

Andrew Merryman

- Senior Manager | AICPA & CIMA - Center for Plain English Accounting (CPEA)

Thursday, December 3, 2026

11:00 AM – 11:55 AM EST

AAR2607. Welcome Day 2 and DOL Update

12:05 PM – 1:25 PM EST

AAR2608. Auditing Outsourced Plan Operations

Kendra Dodson

- Managing Director | Grant Thornton

Ingrid Boyd

- Principal | Sikich

12:05 PM – 1:25 PM EST

AAR2609. What Tripped Me Up This Year: Busy Season Debrief

David Torrillo

- Managing Member | LBMC

Gwen Mazzola

- Assurance Partner | HoganTaylor LLP

Wendy Schmitz

- Assurance Quality Director, Employee Benefit Plans | BDO USA, P.C.

2:05 PM – 3:00 PM EST

AAR2610. Legislative Update

Rachel Dresen

- Senior Director of Congressional & Political Affairs | AICPA & CIMA

2:05 PM – 3:00 PM EST

AAR2611. How are you Auditing SECURE 2.0 provisions?

Karolyn Ladas

- Assurance Principal, Employee benefit plans | BDO

Alison Cohen

3:10 PM – 4:30 PM EST

AAR2612. Asking for a Friend - Closing Panel Q&A