Professional Development and Event Catalog

This session will discuss recent audit and accounting standards which impact employee benefit plan audits.  Also, there will be discussion about relevant tools and resources which can be used to assist in identifying and applying recent guidance.

Help Wanted. We're Hiring. The signs are everywhere, but why can't we hire anyone? The presentation will discuss the current labor market, recruitment trends, and human resources strategies to rebuild staffing capacity.

This course will give participants a thorough understanding of the objectives and principles of SAS 145 and aim to give a succinct overview of the key changes introduced by SAS 145 and their implications on their audits.

Join Marcus Aron from the DOL’s Office of the Chief Accountant and Jason Newman for a discussion of the DOL’s audit quality study report – the good, bad, and the ugly.  Learn practical considerations for performing EBP audits and common reporting deficiencies to help your clients be compliant with ERISA. Also learn why some audits of employee benefit plans are deemed deficient and what you can do to help make sure your audits are satisfactory.   This session was recorded at CTCPA's Employee Benefit Plans Conference on May 22, 2024. 

This session will give an overview of the GASB pronouncements that become effective in the coming fiscal years including Statements 99, 100, 101, and 102 as well as a refresher on Statements 94, 96, and 99.  The session also will explain some of the projects on GASB’s current technical agenda and research agenda.

During this session, we will set out to identify key factors that attribute to government fraud. How do the perpetrators go undetected, who is committing these fraudulent acts, and why? We will draw information from multiple resources such as the 2024 ACFE Report to the Nations and national statistics to provide an overview of how and why government fraud occurs. In addition, we will walk you through cases that we’ve personally investigated. We’ll provide our thoughts on the findings and how the fraud could have possibly been prevented.

This session provides a deeper dive into trends such as the growing retirement savings gap, how the aging workforce is transforming employer retirement plans and holistic financial wellness benefits.

SECURE 2.0 brings with it a whole host of interesting (and complex) mandatory and optional provisions.  We will be going through the mandatory provisions that are most relevant to larger plans, as well as those optional provisions that have generated the most interest from Plan Sponsors (such as matching of student loan payments).

Following a dynamic 2023 coupled with a continually evolving legal landscape, plan sponsors and auditors may feel that they are left with more questions than answers. During this session, Robinson+Cole’s Virginia McGarrity will review the most pertinent legal updates of 2023 and will shed light on uncertainties to prepare for in the year ahead. This discussion will cover new regulations and rules taking effect in 2024 and beyond, and recent case law and other legal developments. *NOTE: This session does not include an update on the Secure 2.0 Act.  Please see the session "Job SECURE-ity for Plan Auditors: An Analysis of Secure 2.0 Act"

This session will cover misconceptions regarding specific compliance requirements and other misconceptions regarding what both recipients of federal awards need to do and what auditors are required to do for their Single Audits. This session will also cover what is required to have an accurate and complete Schedule of Expenditures of Federal Awards (SEFA).

Are leases, P3s, and SBITAs really behind us?  The answer is no. Learn about the current implementation issues that may be encountered after the initial implementation of these standards.  In addition, new guidance on the financial reporting model is scheduled to be issued in the Spring. Hear how Statement 103 came to be and how it will impact Connecticut governments.