12th Annual MNCPA Audits of Employee Benefit Plans Conference WEBCAST

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Stay on track: Make sure your audits don't veer off course.

Employee benefit plan audits present a unique array of challenges. As an auditor, you need the best, most current information and tools to navigate your clients’ plan issues. At this specialized conference, hear the latest from the Department of Labor about current rules and regulations and get fresh ideas for increasing the effectiveness and efficiency of your audits. Plus, earn valuable continuing education credits to help maintain your CPA license and meet AICPA Employee Benefit Plan Audit Quality Center requirements.


  • Auditing

Designed For

CPAs, auditors and other financial professionals who are responsible for auditing employee benefit plans.


  • Get up to date on current audit rules and regulations.
  • Learn how to increase the efficiency of your audits.
  • Understand how to identify and solve plan issues.
Your Price: $375.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $50.00 on this event. Not a member? join today.


May 24, 2018

8:30am - 9:20am (Central Time)

Are you familiar with what is expected of you as an auditor? What about the consequences of failing to meet those expectations? The Department of Labor is here to help. Take a look at the latest updates from the world of employee benefit plans, including recent work by the Employee Benefit Security Administration (EBSA). Find out what enforcement actions the EBSA Office of the Chief Accountant can take and examine the Office’s role in protecting plan participants and beneficiaries. Discuss the results of recent filing and workpaper reviews and understand the implications of deficient filings.

Speaker: Lynne McMennamin

9:20am - 10:35am (Central Time)

Stay on top of recent standards changes affecting the modern auditor. In this timely session, review current accounting and auditing standards, examine potential issues and gain best practices that will help you stay ahead of the curve. Dig deep into topics like readily determinable fair value, data analytics and auditing in an electronic environment, and get an update on emerging practice trends.

Speaker: Gregory Clark

10:50am - 12:05pm (Central Time)

When it comes to financial statement disclosures, mistakes can be common, so it’s important to be well versed on the principles and rules that require them. Examine financial reporting requirements for both defined contribution and defined benefit plans. Delve into supplemental schedules and footnote disclosures for these types of plans. Plus, better understand Form 5500 and its relation to financial reporting.

Speaker: Donna Massanova

12:55pm - 2:35pm (Central Time)

It can be a challenge to keep your audits from jumping the track. Here’s your chance to hear useful advice straight from the experts. In this interactive session, get practical guidance on common pitfalls, best practices, reporting and much more. Ask your questions the old-fashioned way or submit them via your mobile device, where you can also “vote up” questions from other audience members.

Speakers: Gregory Clark, Marjorie Heap, Carolee Lindsey, Donna Massanova, Lynne McMennamin

2:50pm - 4:05pm (Central Time)

The current peer review environment for employee benefit plans (EBPs) is one of increased scrutiny. The negative Department of Labor study results over the last several years have made it imperative for EBP auditors to focus more time and energy on these engagements to ensure they are following the standards. Get familiar with documentation requirements, gain some perspective from recent EBP audit peer review findings and understand how to prevent similar issues at your own firm. Plus, learn how to avoid common deficiencies through practical examples.

Speaker: Carolee Lindsey

4:05pm - 4:30pm (Central Time)

You often hear about the big deficiencies or common issues encountered during an audit, but what about the laundry list of items that don’t get as much consideration? Many plans have opportunities for improvement beyond the “high profile” deficiencies. Rather than dismiss these items, turn the tables and create value-add opportunities. Leave this session with a top 10 list of ideas, crafted by a group of experienced practitioners, designed to help you add value to your audits.

Speaker: Marjorie Heap