This agenda is current as of May 11, 2022.

Printer-friendly Agenda

Tuesday, May 3, 2022

9:00 AM – 10:15 AM CDT

EBP22004. Peer Review Part I

Speakers: Michael Brand, Randy Dummer, Marilee Lau, Marcus Aron
11:00 AM – 12:15 PM CDT

EBP22005. Peer Review Part II

Speakers: Michael Brand, Randy Dummer, Marilee Lau, Marcus Aron

Monday, May 9, 2022

12:00 PM – 6:00 PM CDT

EBP22R01. Registration

2:00 PM – 6:00 PM CDT

EBP22001. Emerging Professionals Workshop

Speakers: Matthew Hale, Kathleen Jackson, Lisa Germano
Pre-Conference Optional Workshop Additional Fee
2:30 PM – 6:00 PM CDT

EBP22002. Form 5500 Workshop

Speakers: Laura Taylor, Christopher King, Laura Anderson, Scott Albert
Pre-Conference Optional Workshop Additional Fee
3:00 PM – 5:00 PM CDT

EBP22003. Complex Testing/Consulting in Employee Benefits

Speakers: Norma Sharara, Norman Levinrad, Cindy Dwyer
Pre-Conference Optional Workshop Additional Fee

Tuesday, May 10, 2022

7:00 AM – 8:00 AM CDT

EBP22CB01. Continental Breakfast

7:00 AM – 5:30 PM CDT

EBP22R02. Registration Open

9:00 AM – 10:40 AM CDT

EBP2201. Opening Remarks | Washington Regulatory Update: DOL and IRS

Speakers: Ali Khawar, Eric Slack
10:40 AM – 11:05 AM CDT

EBP22B01. Networking Break and Exhibits

11:05 AM – 12:20 PM CDT

EBP2202. Compensation & Benefits Foundations

Speakers: Nicole Kelley, Karen Field
11:05 AM – 12:20 PM CDT

EBP2204. ESOP Overview

Speakers: Tanner Coulter, Anne Bushman
11:05 AM – 12:20 PM CDT

EBP2205. Lessons Learned from Peer Review

Speakers: Jim Brackens, Jr., Randy Dummer
11:05 AM – 12:20 PM CDT

EBP2206. ERISA Basics and DOL Overview

Speakers: Patrick Blanchard, Marcus Aron
11:05 AM – 12:20 PM CDT

EBP2208. New EBP Audit Standard (AU-C Section 703) Part I

Speakers: Michelle Buckley, Erin Breit
12:20 PM – 1:20 PM CDT

EBP22L01. Luncheon

1:20 PM – 2:35 PM CDT

EBP2207. Basics of Employer-Provided Healthcare & Fringe Benefits

Speakers: Robert Davis
1:20 PM – 2:35 PM CDT

EBP2209. Nondiscriminatory & Compliance Testing - What Auditors Need to Know

Speakers: Renee Cahill, Theresa Banka
1:20 PM – 2:35 PM CDT

EBP2210. UBIT - Definitions, Investment Pros & Cons, Reporting (Employee Benefit Plan Related)

Speakers: Israel Tannenbaum, Christopher Anderson
1:20 PM – 2:35 PM CDT

EBP2211. Understanding Plan Documents

Speakers: Gwendolyn Mazzola, Chip Harris
1:20 PM – 2:35 PM CDT

EBP2237. New EBP Audit Standard (AU-C Section 703) Part II

Speakers: Josie Hammond, Deborah Smith
2:35 PM – 3:00 PM CDT

EBP22B02. Networking Break and Exhibits

3:00 PM – 3:50 PM CDT

EBP2213. Discover What's New at the Office of the Chief Accountant

Speakers: Michael Auerbach
3:00 PM – 3:50 PM CDT

EBP2214. 3D Matters: The Intersection of Divorce, Death, and (Plan) Distributions

Speakers: Jennifer Shirkey, Renee Cahill
3:00 PM – 3:50 PM CDT

EBP2215. Health and Welfare Claims Testing

Speakers: Jason Eddy, Kory Hoggan
3:00 PM – 3:50 PM CDT

EBP2216. Planning and Risk Assessment: Part I

Speakers: Randi Chambers, Kerri Franz
3:00 PM – 3:50 PM CDT

EBP2223. Qualified Plan Issues in Transactions

Speakers: Norma Sharara, Patrick Blanchard
3:50 PM – 4:05 PM CDT

EBP22B03. Transition Break

4:05 PM – 5:20 PM CDT

EBP2217. Benefit Conundrums & Sticky Wickits Deliberated

Speakers: Deb Walker, Jeffrey Martin
4:05 PM – 5:20 PM CDT

EBP2218. Electronic Information – Where has all the paper gone?

Speakers: Kim Carl-Cooke, Deborah Smith, Chip Harris
4:05 PM – 5:20 PM CDT

EBP2219. Unique Aspects of Auditing Defined Benefit Plans

Speakers: Sandi Carrier, Theresa Banka
4:05 PM – 5:20 PM CDT

EBP2220. Digging Into the Definition of Compensation for Auditors + 414(s)

Speakers: Sharjeel Ahsan, Cindy Dwyer
4:05 PM – 5:20 PM CDT

EBP2221. Planning and Risk Assessment: Part II

Speakers: Randi Chambers, Kerri Franz
5:20 PM – 6:20 PM CDT

EBP22RC01. Networking Reception and Exhibits

Wednesday, May 11, 2022

6:30 AM – 8:00 AM CDT

EBP22CB02. Continental Breakfast and Exhibits

6:30 AM – 4:30 PM CDT

EBP22R03. Registration Open

7:00 AM – 7:50 AM CDT

EBP22SS01. Efficient, high quality employee benefit plan audits in the cloud - presented by cpa.com

Speakers: Paul Whitmore
7:00 AM – 7:50 AM CDT

EBP22SS02. Adding Value to Ret. Plan Audits Benchmarking Trends -by Ashford Investment Advisors

Speakers: Kathleen Dulko
8:00 AM – 8:50 AM CDT

EBP2212. A Fiduciary Roundtable

Speakers: Jennifer Shirkey, Greg Ash, Lisa Germano
8:00 AM – 8:50 AM CDT

EBP2222. 403(b) Plans Basic to Intermediate

Speakers: Israel Tannenbaum, Maria Hurd
8:00 AM – 8:50 AM CDT

EBP2224. EBPAQC Update

Speakers: Sandi Carrier, Ian MacKay
8:00 AM – 8:50 AM CDT

EBP2225. Financial Statement Hiccups

Speakers: Kevin Testo, Jayme Malimban
8:00 AM – 8:50 AM CDT

EBP2226. Tax (free) Resources and AICPA Tax Resources

Speakers: Christopher Shankle, Kristin Esposito
9:00 AM – 9:50 AM CDT

EBP2227. ACA - Where Are We Today?

Speakers: Robert Davis, Christa Bierma
9:00 AM – 9:50 AM CDT

EBP2228. How to Use SOC 1 in an EBP Audit and How it Impacts Internal Controls

Speakers: Patricia McCormick, David Torrillo
9:00 AM – 9:50 AM CDT

EBP2229. ESG

Speakers: Allison Hoeinghaus, Christopher Shankle
9:00 AM – 9:50 AM CDT

EBP2231. Contributions and Participant Data: Part I

Speakers: Lisa Sanford, Kathleen Jackson, Sara Wilson
9:00 AM – 9:50 AM CDT

EBP2260. Auditing Alternative Investments

Speakers: Stephen Perazzoli, Stacy Meyer
9:50 AM – 10:15 AM CDT

EBP22B04. Networking Break and Exhibits

10:15 AM – 11:05 AM CDT

EBP2232. Qualified and Non-Qualified Deferred Compensation Deductions

Speakers: Christa Bierma, Veena Murthy
10:15 AM – 11:05 AM CDT

EBP2233. Fraud in EBP Plans

Speakers: Daniel Schiffer, Steve VanSteenkiste
10:15 AM – 11:05 AM CDT

EBP2235. Documentation Best Practices

Speakers: Tiana Wynn, David Torrillo, Marcus Aron
10:15 AM – 11:05 AM CDT

EBP2236. Contributions and Participant Data: Part II

Speakers: Lisa Sanford, Sara Wilson
11:15 AM – 12:30 PM CDT

EBP2203. A&A Update

Speakers: Jennifer Allen, Josie Hammond
11:15 AM – 12:30 PM CDT

EBP2238. Equity Compensation Basics

Speakers: Allison Hoeinghaus, Anne Bushman
11:15 AM – 12:30 PM CDT

EBP2239. Qualified Plan Corrections

Speakers: Ryan McDonald, Thomas Pevarnik
11:15 AM – 12:30 PM CDT

EBP2240. Career Pathways for an EB Tax Consultant

Speakers: Peg Friel, Deb Walker
11:15 AM – 12:30 PM CDT

EBP2241. Everything You Ought to Know About Distributions and Plans Expenses

Speakers: Mae Elbohy, Travis Jack
12:30 PM – 1:30 PM CDT

EBP22L02. Luncheon

1:30 PM – 2:45 PM CDT

EBP2242. Hacking the ROCKSTAR ATTITUDE: How To Ignite Rockstar Performance During Uncertain Times

Speakers: Mark Schulman
2:45 PM – 3:10 PM CDT

EBP22B05. Networking Break and Exhibits

3:10 PM – 4:25 PM CDT

EBP2243. Cybersecurity Insecurity

Speakers: Trish McGinity, Darius Davenport
3:10 PM – 4:25 PM CDT

EBP2244. Mergers, Spin-offs, and Terminations

Speakers: Lindy Beldyga, Michelle Buckley, Michael Auerbach
3:10 PM – 4:25 PM CDT

EBP2245. Operation Errors: Corrections and Impact to Reporting and Communications

Speakers: Gwendolyn Mazzola, Brandon Long
3:10 PM – 4:25 PM CDT

EBP2246. MEPS, PEPS, and MEWA

Speakers: Eric Dahm, Curt Young, Bobbi Perkins, Travis Jack
3:10 PM – 4:25 PM CDT

EBP2247. Common Investments in Employee Benefit Plan Plans

Speakers: Anne Morris, Erin Breit
4:40 PM – 5:55 PM CDT

EBP2248. Ask the Regulators

Speakers: Ryan McDonald, Eric Slack, Daniel Schiffer, Scott Albert, Marcus Aron
6:00 PM – 7:15 PM CDT

EBP2208-REPLAY. New EBP Audit Standard (AU-C Section 703) Part I (REPLAY)

Speakers: Michelle Buckley, Erin Breit

Thursday, May 12, 2022

6:30 AM – 8:00 AM CDT

EBP22CB03. Continental Breakfast and Exhibits

6:30 AM – 12:15 PM CDT

EBP22R04. Registration Open

7:00 AM – 7:50 AM CDT

EBP22SS03. The Not-So-Hidden Costs of EBP Audits by Autire Technologies LLC

Speakers: Sonal Fernandez, Jennifer Moore, Brian Price
7:00 AM – 7:50 AM CDT

EBP22SS04. Art of Possibilities - Leveraging Data Analytics in Audits and Fraud Detection, Presented by TIAA

Speakers: Ken Cooper, Debbie Berkey, Ely Martens
8:00 AM – 9:15 AM CDT

EBP2249. Nondiscrimination Testing in Qualified Plan

Speakers: Thomas Pevarnik
8:00 AM – 9:15 AM CDT

EBP2250. Multi-employer Plans Annual Update and Considerations

Speakers: Stacy Meyer, Eric Carroll
8:00 AM – 9:15 AM CDT

EBP2251. Prohibited Transactions and Other Out-of-the-Ordinary Audit Findings

Speakers: Deb Walker, Tiana Wynn
8:00 AM – 9:15 AM CDT

EBP2252. Best Practices in Project Management

Speakers: Gwendolyn Mazzola, Travis Jack
8:00 AM – 9:15 AM CDT

EBP2253. Financial Reporting and Wrap-Up

Speakers: Anne Morris, Mark Blackburn
9:15 AM – 9:30 AM CDT

EBP22B06. Networking Break and Exhibits

9:30 AM – 10:45 AM CDT

EBP2254. Equity Compensation Advanced

Speakers: Anne Bushman, Karen Field
9:30 AM – 10:45 AM CDT

EBP2255. ESOP Audit and Accounting Nuances

Speakers: Jennifer Allen, Kory Hoggan
9:30 AM – 10:45 AM CDT

EBP2256. Unique Aspects of Auditing H&W Plans

Speakers: Jodi Schmidt, Jessica Henry
9:30 AM – 10:45 AM CDT

EBP2257. IRS Resources: Built to Provide Key Resources

Speakers: Greg Nix
9:30 AM – 10:45 AM CDT

EBP2258. Asking for a Friend

Speakers: Kerri Franz, Patrick Blanchard, Anne Morris, Sara Wilson
10:45 AM – 11:00 AM CDT

EBP22B07. Networking Break and Exhibits

11:00 AM – 12:15 PM CDT

EBP2259. Town Hall

Speakers: Renee Cahill, Anne Morris, Sandi Carrier, Theresa Banka, Michael Auerbach