Benefit Plan Professionals Institute for Accountants

Monday, June 11 - Wednesday, June 13, 2012
Hilton San Francisco Union Square, San Francisco, CA

As an auditor or accountant who works with multiemployer benefit plans, it is important for you to stay up to date on the latest disclosure requirements, informed of the changing strategies funds
are using and well versed in your role with the fund. The Benefit Plan Professionals Institute for Accountants will offer the latest on health and pension fund information that is relevant to today’s auditor and accountant. Don’t pass up this opportunity to earn continuing professional education (CPE) credit while networking with your peers and others attending the concurrent Trustees and Administrators Institutes.

Multiple Registration Discount
Invite individuals from your firm/fund who have NOT previously attended the Institute and they will receive a $400 discount with your paid registration (at the regular rate).  New attendees should enter discount code “NewAttendee” when registering.

Session Schedule and Handouts (available to registered attendees June 6)

Topics Overview  (Download Full Brochure)

  • Opening Session:  "It's the Economy, Stupid"
  • Auditing Standards Update
  • Health Care reform Update
  • Alternative Investments—An Overview
  • Alternative Investments:  Effective Auditing Procedures
  • Department of Labor Update
  • Reporting and Disclosure for Employee Benefit Plans
  • Prohibited Transactions—A Refresher
  • Understanding the Auditor's Responsibility—Payroll Auditing, Claims Testing and Participant Data
  • Practitioner Roundtables
  • Is Retirement Security an Oxymoron?
  • Top Ten Mistakes Preparers and Filers Make

Key Takeaways

  • Get the most up-to-date information on plan disclosure requirements.
  • Understand the current issues that impact multiemployer pension and health and welfare plan audits.
  • Network with your peers who face similar challenges and brainstorm workable solutions.
  • Opportunity to earn meaningful continuing professional education (CPE) credits.

Registration Includes

  • Continental breakfasts
  • Lunches
  • Beverage breaks
  • A welcome reception
  • A networking reception
  • Exhibit hall

Accompanying Educational Events

The Benefit Plan Professionals Institute will be held in conjunction with the Trustees and Administrators Institutes. Take this opportunity to join your administrator and/or trustees for an exceptional educational experience and network while you are in San Francisco.

Sponsorships and Exhibits

Sponsorships and exhibits are available at this program. For more information, please contact Sandra Lange at (262) 373-7657 or sandral@ifebp.org regarding exhibits or Ronaelle Carlson at (262) 373-7748  ronaellec@ifebp.org regarding sponsorships.

Continuing Education

Continuing professional education (CPE) credit is available through attendance at the institure.  See brochure or contact Lisa Walbrandt at (262) 373-7642 or lisaw@ifebp.org for more information.

Hotel Information

The International Foundation is no longer assisting with hotel.
Contact the Hilton San Francisco Union Square to make new reservations and changes.
Phone: 800-445-8667

Who Should Attend

U.S. Program Multiemployer Training Public Employee Training Paths
level 1level 2level 3level 4level 5level 6level 7level 8level 9level 10
Levels

The institute is designed for internal and external auditors and accountants who serve multiemployer benefit plans.  This year’s sessions are geared to benefiting both seasoned benefits professionals and new practitioners.

Download the Brochure

Download the full brochure [PDF]

For more information about this program contact Tiffany Ulbing at (262) 373-7652 or tiffanyu@ifebp.org
Registration Information
  Member Non Member

Through 4/30/2012 $1,080.00 $1,305.00
After 4/30/2012 $1,280.00 $1,505.00
 (#09-12G1)
Multiple Registration Discount
Invite individuals from your firm/fund who have NOT previously attended the Institute and they will receive a $400 discount with your paid registration (at the regular rate). New attendees should enter discount code “NewAttendee” when registering.
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