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8.0 Credits

This CTCPA conference updates practitioners on a variety of topics in the employee benefit plans area.

Designed For

Auditors of employee benefit plans or who advise companies in this area, as well as benefit plan administrators


Please select the appropriate session or option below to continue with your online purchase.

Wednesday, May 20, 2020

General Sessions

Presented by: Marcus J. Aron, CPA, CGMA - Acting Chief, Division of Accounting Services, Employee Benefits Security Administration, U.S. Department of Labor


Jason D. Newman, CPA - Partner at CohnReznick LLP


Session details coming soon

Presented by: Gregory M. Clark, CPA, CGMA - Principal, Business Compliance & Controls Group (BCCG)

This session will address the top accounting, auditing and reporting changes affecting the EBP auditor in 2020.  This discussion will include a review of recent changes to GAAP accounting standards as well a review of changes to the audit and reporting literature. Detailed discussion of emerging practice trends and issues and best practices when performing EBP attest services in 2020 will be addressed. 

Learning Objectives:

  • *Recall accounting and auditing issues that affected this year’s audits of employee benefit plans
  • *Recognize accounting and auditing considerations for the upcoming audit season

Presented by: Leonard G. Brown, FSA, MAAA - Actuary & Vice President at Pension Benefit Consultants, Inc

Nicholas DaPaz, CPA - Senior Manager, CironeFriedberg, LLP

JC Hallinan, CPA - Client Manager at Jim Hallinan Pension Consulting, LLC

George J. Kasper, Esq. - Pullman & Comley LLC

This session will provide employee benefit plan auditors with a high level overview of the provisions of the Act that are applicable to defined contribution plans, including 401(k) plans, as well as defined benefit plans.

Presented by: Raymond M. Nowicki, CPA - Partner at EFPR Group, LLP


• Is peer review becoming more stringent?
• It’s not just about the numbers and disclosures
• Common risk assessment and documentation findings 
• The impact of “bolded questions” on Matters, Findings and Reports
• The normal RAB acceptance process
• The impact of an Oversight Review by an SME on your peer review
• How are firms or engagements picked for an Oversight
• Steps you can take to be most prepared 
• Should firms handle only 1 or 2 pension audit clients? The economic risks/rewards

More details coming soon    

Presented by: Matthew Derba, CPA - Partner at CohnReznick

Session details coming soon

Materials Option

How would you like to receive your course materials?:

Your registration fee includes an electronic copy of the course manual.  Your eMaterials will be available for download in the “My CPE” area of the website one week before the program date. Please note: program cancellations will not be allowed once you have downloaded your eMaterials from the website. 

Copyright note: Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

We will print a manual and provide it to you at registration the morning of the program.

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