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Tuesday, April 30, 2024

8:00 AM – 9:15 AM PDT

EBP24001. Peer Review Workshop Part I

Speakers: David Torrillo, Lynne McMennamin, Marilee Lau
10:00 AM – 11:15 AM PDT

EBP24002. Peer Review Workshop Part II

Speakers: David Torrillo, Lynne McMennamin, Marilee Lau

Sunday, May 5, 2024

1:30 PM – 6:00 PM PDT

Registration Open

2:30 PM – 6:00 PM PDT

EBP24003. Form 5500 Workshop (In-Person Only)

Speakers: Laura Taylor, Laura Anderson, Scott Albert

Monday, May 6, 2024

7:00 AM – 8:00 AM PDT

Breakfast

7:00 AM – 5:30 PM PDT

Registration Open

8:00 AM – 9:55 AM PDT

EBP2401. Opening Remarks | Chairs' Welcome & Introductions | Washington Regulatory Update with the DOL and IRS

Speakers: Lisa Gomez, Eric Slack - Invited
9:55 AM – 10:15 AM PDT

Networking Break and Exhibits

10:15 AM – 11:30 AM PDT

EBP2402. Advanced issues for ESOP Plans

Speakers: Mary Giganti, Anne Bushman
10:15 AM – 11:30 AM PDT

EBP2403. DOL Audit Quality Study

Speakers: Marcus Aron
11:45 AM – 12:35 PM PDT

EBP2404. Account-based Health and Welfare Plans (including HSA, HRA, FSA, QSEHRA) and ACA Penalties

Speakers: Robert Davis, Christa Bierma
11:45 AM – 12:35 PM PDT

EBP2405. A&A Update

Speakers: Nicole Hilbert, Jason Eddy
11:45 AM – 12:35 PM PDT

EBP2406. Foundations and Intricacies of Compensation (Part I)

Speakers: Amber Salotto, Bertha Minnihan
11:45 AM – 12:35 PM PDT

EBP2407. ESOPs - Unique Auditing Considerations (Part I)

Speakers: Dena Herbolich, Mark Wirth
11:45 AM – 12:35 PM PDT

EBP2408. ERISA Basics and DOL Overview

Speakers: Michelle Buckley, Marcus Aron
12:35 PM – 1:35 PM PDT

Lunch

1:00 PM – 1:30 PM PDT

Live Wellness Session: Desk Stretches for Better Posture

1:35 PM – 2:25 PM PDT

EBP2409. 403(b) Plans

Speakers: Ali Blackburn, Lisa Todd
1:35 PM – 2:25 PM PDT

EBP2410. Basic Executive Compensation

Speakers: Allison Hoeinghaus, Jeffrey Martin
1:35 PM – 2:25 PM PDT

EBP2411. Foundations and Intricacies of Compensation (Part II)

Speakers: Amber Salotto, Bertha Minnihan
1:35 PM – 2:25 PM PDT

EBP2412. ESOPs - Unique Auditing Considerations (Part II)

Speakers: Dena Herbolich, Mark Wirth
1:35 PM – 2:25 PM PDT

EBP2413. Understanding Plan Documents

Speakers: Kristin Ryan, Monique Elliott
2:35 PM – 3:50 PM PDT

EBP2414. Advanced Executive Compensation

Speakers: Allison Hoeinghaus, Jeffrey Martin
2:35 PM – 3:50 PM PDT

EBP2415. Initial Audits

Speakers: Jennifer Keim, Anne Morris
2:35 PM – 3:50 PM PDT

EBP2416. Case Study - When everything goes wrong…

Speakers: Patrick Blanchard, Jodi Malis
2:35 PM – 3:50 PM PDT

EBP2417. A Stroll Through a DOL Investigation and an IRS Exam

Speakers: Stephanie Harris - Invited, Daniel Schiffer, Lisa Germano
2:35 PM – 3:50 PM PDT

EBP2418. Planning and Risk Assessment: Part I

Speakers: Randi Chambers, Kerri Franz
3:50 PM – 4:20 PM PDT

Networking Break and Exhibits

3:50 PM – 4:20 PM PDT

Virtual Networking Break: Roundtable Discussions

4:20 PM – 5:35 PM PDT

EBP2419. Basic Testing in Qualified Plans; Qualified Plan Coverage and Nondiscrimination Testing

Speakers: Renee Cahill, Cindy Dwyer
4:20 PM – 5:35 PM PDT

EBP2420. Risk Assessment - SAS 145

Speakers: Julie Verrekia, Debbie Smith, Erin Breit
4:20 PM – 5:35 PM PDT

EBP2421. Common Operational Mistakes and the Impact to the Audit

Speakers: Lindy Beldyga, Patrick Blanchard
4:20 PM – 5:35 PM PDT

EBP2422. Fraud in EBP: Analyzing Recent Cases

Speakers: Daniel Schiffer, Brandon Long
4:20 PM – 5:35 PM PDT

EBP2423. Planning and Risk Assessment: Part II

Speakers: Randi Chambers, Kerri Franz
5:35 PM – 6:35 PM PDT

Networking Reception

Tuesday, May 7, 2024

6:30 AM – 8:00 AM PDT

Breakfast

6:30 AM – 5:40 PM PDT

Registration Open

7:00 AM – 7:50 AM PDT

EBP24SS01. Strategic Resilience: Navigating Career Challenges with CPA-turned-Tech Founder, Kelly Mann, presented by AuditMiner

Speakers: Kelly Mann
7:00 AM – 7:50 AM PDT

EBP24SS02. Automation Strategies to Manage Risk and Increase EBP Audit Efficiency and Profitability, presented by Bahwan CyberTek

Speakers: Srinivasan Hariharan, Prashanth Ravi
7:00 AM – 7:50 AM PDT

EBP24SS03. Keys to Maximizing Sustainable Profitability of your Firm Through Running a Best-In-Class EBP Practice, presented by Makosi

Speakers: Wayne Kaplan
8:00 AM – 8:50 AM PDT

EBP2424. Fringe Benefit Trends

Speakers: Devin Tenney, Stephen Tackney
8:00 AM – 8:50 AM PDT

EBP2425. Defined Benefit Plans: Audit, Accounting and Reporting Issues - Part I

Speakers: Kendra Dodson, Chip Harris
8:00 AM – 8:50 AM PDT

EBP2426. ERISA Litigation Trends - Issues That Are Causing Trouble.

Speakers: Mary Giganti, Brandon Long
8:00 AM – 8:50 AM PDT

EBP2427. Pros and Cons of Offshore Outsourcing

Speakers: Travis Jack, Sandi Carrier
8:00 AM – 8:50 AM PDT

EBP2428. Contributions and Participant Data: Part I

Speakers: Alice Evans, Melissa Critcher
9:00 AM – 9:50 AM PDT

EBP2429. Compensation Issues For Partnerships

Speakers: Kristen Smith, Karen Field
9:00 AM – 9:50 AM PDT

EBP2430. Defined Benefit Plans: Audit, Accounting and Reporting Issues - Part II

Speakers: Kendra Dodson, Chip Harris
9:00 AM – 9:50 AM PDT

EBP2431. What Bothers Me Most - 50 Tips in 50 Minutes

Speakers: Deborah Walker, Christopher Shankle, Lisa Germano, Cindy Dwyer
9:00 AM – 9:50 AM PDT

EBP2432. Prohibited Transactions

Speakers: Bryce Loveland, S. Derrin Watson
9:00 AM – 9:50 AM PDT

EBP2433. Contributions and Participant Data: Part II

Speakers: Alice Evans, Melissa Critcher
10:00 AM – 10:50 AM PDT

EBP2434. SECURE 2.0 New Distribution Round Up

Speakers: Michael Haberman, Cindy Dwyer
10:00 AM – 10:50 AM PDT

EBP2435. Best Practices in Documentation ("The Good, the Bad, the Ugly in Documentation")

Speakers: Gwendolyn Mazzola, Alice Evans
10:00 AM – 10:50 AM PDT

EBP2436. Multiple Employer Plan Audits, Including MEPS and PEPs

Speakers: Doug Bertossi, Travis Jack
10:00 AM – 10:50 AM PDT

EBP2437. H&W Plans - Part I

Speakers: Jessica Henry, Kory Hoggan
10:00 AM – 10:50 AM PDT

EBP2438. Everything You Ought to Know About Distributions and Plans Expenses

Speakers: Kristin Ryan, Mark Blackburn
10:50 AM – 11:20 AM PDT

Networking Break and Exhibits

11:00 AM – 11:15 AM PDT

Live Wellness Session: Focus and Center Meditation

11:20 AM – 12:35 PM PDT

EBP2439. KEYNOTE: Becoming Unflappable – How to thrive in even the most stressful times and avoid burnout

Speakers: Dr. Darria Long
12:35 PM – 1:35 PM PDT

Collaborators Lunch

12:35 PM – 1:35 PM PDT

Lunch

12:45 PM – 1:15 PM PDT

Virtual Networking Break: Roundtable Discussions

1:35 PM – 2:50 PM PDT

EBP2440. IRS Corrections Under EPCRS

Speakers: Stephanie Bennett, Thomas Pevarnik
1:35 PM – 2:50 PM PDT

EBP2441. What Auditors Need to Know About Mergers and Plan Terminations

Speakers: Michelle Buckley, Josie Hammond
1:35 PM – 2:50 PM PDT

EBP2442. Using Cloud Technology for a More Efficient, Higher Quality Audit

Speakers: Jason Underwood, Adam Prichard, Paul Whitmore
1:35 PM – 2:50 PM PDT

EBP2443. Hot Topics and Trends in 401(k) Plans in Light of SECURE 2.0

Speakers: Christopher Shankle, Brandon Long
1:35 PM – 2:50 PM PDT

EBP2444. Common Investments in Employee Benefit Plans

Speakers: Randi Chambers, Kathleen Jackson
2:50 PM – 3:20 PM PDT

Networking Break and Exhibits

3:20 PM – 4:10 PM PDT

EBP2445. Plan Document Options and Mandatory Nuances - Pre and Post SECURE

Speakers: S. Derrin Watson, Laura Taylor
3:20 PM – 4:10 PM PDT

EBP2446. Form 5500 - It's Not Just a Signature Page and When is it "Substantially" Complete?

Speakers: Jennifer Keim, Gwendolyn Mazzola
3:20 PM – 4:10 PM PDT

EBP2447. H&W Plans - Part II

Speakers: Jessica Henry, Kory Hoggan
3:20 PM – 4:10 PM PDT

EBP2448. Tax Hot Topics

Speakers: Kristen Smith, Deborah Walker, Stephen Tackney, Stephen LaGarde
3:20 PM – 4:10 PM PDT

EBP2449. Financial Reporting and Wrap-Up

Speakers: Kathleen Jackson, Mark Blackburn
4:25 PM – 5:40 PM PDT

EBP2450. Ask The Regulators

Speakers: Stephanie Harris - Invited, Eric Slack - Invited, Daniel Schiffer, Scott Albert, Marcus Aron

Wednesday, May 8, 2024

6:30 AM – 8:00 AM PDT

Breakfast

6:30 AM – 12:30 PM PDT

Registration Open

7:00 AM – 7:50 AM PDT

EBP2451. Resource Jackpot!

Speakers: Devin Tenney, Christopher Shankle, Kristin Esposito
7:00 AM – 7:50 AM PDT

EBP2452. AICPA EBPAQC

Speakers: Melinda Nolen, Susan Hicks, Debbie Smith
7:00 AM – 7:50 AM PDT

EBP2453. Best Practices < 100 plans

Speakers: Kathleen Jackson, Monique Elliott
7:00 AM – 7:50 AM PDT

EBP2454. Best Practices > 100 plans

Speakers: Doug Bertossi, Jodi Malis
8:00 AM – 9:15 AM PDT

EBP2455. AI in the EBP World and Data Analytics For Users and Auditors

Speakers: Jason Shultz
8:00 AM – 9:15 AM PDT

EBP2456. Common Errors in Financial Reporting

Speakers: Ali Blackburn, Michelle Buckley
8:00 AM – 9:15 AM PDT

EBP2457. Post Deal Issues with Qualified Plans

Speakers: Christa Bierma, Karen Field
8:00 AM – 9:15 AM PDT

EBP2458. Learning From the Mistakes of Others

Speakers: Denise Finney, Marilee Lau
9:15 AM – 9:45 AM PDT

Networking Break and Exhibits

9:45 AM – 11:00 AM PDT

EBP2459. Common Errors in the Classification and Disclosure of Investments

Speakers: Jason Yepko, Sandi Carrier
9:45 AM – 11:00 AM PDT

EBP2460. Controlled Groups and Affiliated Service Groups

Speakers: Thomas Pevarnik, Stephen LaGarde
9:45 AM – 11:00 AM PDT

EBP2461. ITGCs and CUECs

Speakers: Christine Figge, Lisa Todd
9:45 AM – 11:00 AM PDT

EBP2462. Asking For A Friend

Speakers: Kerri Franz, Melissa Critcher, Monique Elliott
11:15 AM – 12:30 PM PDT

EBP2463. Town Hall

Speakers: Jason Eddy, Renee Cahill, Sandi Carrier, Chip Harris, Marcus Aron