Accounting and Auditing Institute for Employee Benefit Plans
Attend the Accounting and Auditing Institute for Employee Benefit Plans Virtually!
Can't make it to Nashville?—Join us virtually! When you select the virtual option, you have the flexibility of participating in the live sessions as they are scheduled or watching them on demand in the 30 days following the conference. Virtual attendees are also eligible to receive a Certificate of Attendance, provided they meet the same participation requirements as those attending in person.
NASBA CPA continuing education credit is available for licensed CPAs who attend a session in full and live as it occurs and answer all required polling questions as required by NASBA regulations. No credit will be earned for viewing a recorded session. Continuing education credit for other professional licenses/designations/certifications is only available for those who attend in person.
Agenda
7:30 AM - 8:45 AM
Start your conference with an assessment of the economy so you can better plan for the future. This opening session will provide a post-election economic analysis covering:
- Economic indicators
- Short- and long-term growth prospects
- Jobs
- The global economy.
Available Virtually
9:00 AM - 10:15 AM
With a new administration in place, this session will provide insights on:
- Post-election impact on benefits
- Potential retirement legislation
- Potential health care legislation
- Anticipated regulatory activity.
Available Virtually
10:30 AM - 11:45 AM
This session will review the latest accounting and auditing topics, including:
- 2025 updates to the AICPA Audit and Accounting Guide for Employee Benefits Plans (EBP Guide)
- Quality management standards
- Peer review hot buttons
- Risk assessment
- Form 5500 changes.
Available Virtually
1:15 PM - 2:30 PM
A representative of the United States Department of Labor (DOL) has been invited to address agency topics, including:
- Regulatory agenda updates
- Enforcement priorities and activities
- Current (and ongoing) projects
- Important issues, including filing and reporting updates.
Available Virtually
2:45 PM - 4:00 PM
In an ever-changing environment, it is crucial to keep abreast of forces at play that impact the profession. A panel of professionals will lead a discussion addressing:
- What audit teams will look like
- Aligning skill sets
- Other skills needed on the team
- Maximizing efficiencies
- Interacting with the client
- How and where to find talent
- Role of technology in creating efficiencies
- What is considered material.
Available Virtually
7:30 AM - 8:45 AM
This session is designed to explore the core project management principles, including:
- Project scope
- Timeline
- Resources
- Communication
- Deliverables
- Differentiation between job management and project management.
Available Virtually
7:30 AM - 8:45 AM
With any new administration comes a possibility for changes in reporting and disclosures. This session will address the following:
- UBIT reporting
- Alternative investment compliance
- 990-T reporting
- T-1 and other reporting and disclosure impacts
- LM-10/LM-30
- Complex K-1s.
Available Virtually
9:00 AM - 10:15 AM
This session will explore payroll auditing’s impact on financial statements and the importance of all players. Topics include:
- Understanding the fund office perspective
- Understanding the audit perspective
- Evaluating the quality of the payroll auditor and audit process
- Examples of sufficient documentation
- Work-paper and report examples.
Available Virtually
10:30 AM - 11:45 AM
Audit planning meetings are designed to set the foundation for an efficient and effective audit for all involved—clients and audit firm personnel. To ensure that resources are focused on the most critical areas, this mock planning meeting will explore:
- How to initiate and execute a planning meeting
- Aligning parties/client interaction
- Scheduling and juggling the schedule
- Establishing objectives
- Identifying risks
- Preparing for what could go wrong.
Available Virtually
1:15 PM - 2:30 PM
We have reached a crossroads when it comes to internal controls and security, and it is important to recognize that work still needs to be done despite the many functions that have been outsourced or replaced by technology. This session will focus on the foundational elements required to safeguard your plans from evolving threats. Gain practical insights into:
- Understanding the plan
- Documentation practices
- Cybersecurity and on-site security best practices
- Internal controls
- Penetration testing
- Third-party controls
- Combating “old fraud” with new methods.
Available Virtually
2:45 PM - 4:00 PM
This session will feature a panel of professionals who will address topics submitted by the audience throughout the first two days of the conference, plus a few additional topics of current significance. Take advantage of this great opportunity to share stories with other practitioners and hear about others’ successes and failures.
Available Virtually
7:30 AM - 8:45 AM
As part of a guided discussion, this session will share how fund staff and accountants can effectively collaborate with auditors to ensure a smooth audit process. Topics include:
- Communications:
- Coordinating information and responses
- Addressing nonresponse delays
- Answering inquiries
- Trustee communications
- Why timing and completeness are important
- How to create efficiencies.
Available Virtually
9:00 AM - 10:15 AM
Explore how artificial intelligence (AI) is reshaping the accounting profession. Gain practical knowledge about integrating AI into accounting workflows, enhancing accuracy and efficiency, and preparing for emerging trends. The session will combine theoretical insights with real-world examples to demonstrate AI’s impact on key accounting processes, including financial reporting, auditing, communications and decision making.
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Jeff Hensel
Director, Technology Consulting
Eide Bailly
Available Virtually
10:30 AM - 11:45 AM
Round out the conference with a discussion on industry challenges. A panel of your peers will share best practices in key areas of the profession, including:
- The future of auditing
- Recruitment and retention initiatives
- Addressing burnout and wellness.
Available Virtually
Pricing
Through May 12, 2025
US$1,750.00
Member
US$2,080.00
Nonmember
After May 12, 2025
US$2,050.00
Member
US$2,380.00
Nonmember