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Accounting and Auditing Institute for Employee Benefit Plans Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, June 22 through Monday, August 15. Please contact edprog@ifebp.org if you have questions or need assistance.

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Monday, June 27

7:30 AM – 8:45 AM

TAA01  Opening Session: Economic Outlook

David Evangelista, CPA Moderator
Principal
MSPC Certified Public Accountants and Advisors, PC
Cranford, NJ

Edward J. Sullivan Speaker
Chief Economist and Group Vice President
Portland Cement Association
Skokie, IL

As trustees of pension and health and welfare funds, many of your decisions are driven by the economy. This session will give you an overview of investment markets, labor statistics and other key economic indicators so you can effectively manage your funds and plan for the future. This is especially important in a presidential election year when economic measures are sure to be in the press with regularity. (#10—General Topics)

9:00 AM – 10:15 AM

TAA02  Pension Legislative Update

Larry Magarik, Esq. Co-Speaker
Independent Fiduciary and Benefits Attorney
New York, NY

Mary Ann T. Dunleavy, ASA, EA, MAAA Moderator
Consulting Actuary
Horizon Actuarial Services
Silver Spring, MD

Melissa M. Conklin Kolle, EA, FCA, MAAA Co-Speaker
Associate Director of Member Relations and Compliance
The Cultural Institutions Retirement System (CIRS)
New York, NY

The Pension Protection Act and, more recently, the Multiemployer Pension Reform Act have altered the defined benefit landscape. Strategies for “Green Zone” plans are far different than those for deeply troubled plans. This session will look at the pension legislative and regulatory environment to help you understand your options and obligations. Topics include: • Recent laws and regulations • Your zone status and your options • Communication. (#16—Pension)

TAA03  ACA Compliance

Daniel R. Brice, Esq. Co-Speaker
Partner
Blitman & King LLP
Syracuse, NY

Lawrence R. Beebe, CPA Moderator
Partner
Bond Beebe, Accountants and Advisors
Bethesda, MD

William A. Sokol, Esq. Co-Speaker
Partner
Weinberg, Roger & Rosenfeld
Oakland, CA

Trustees, administrators and contributing employers must all deal with the complexity of the Affordable Care Act. This session will focus on: • Dealing with part-time, seasonal and freelance employees • Active and retiree options • Creative ancillary and supplemental benefits • Flexible plan designs • Cadillac tax • Penalties—When and how to absorb • Administrative burden and calculations. (#12—Health and Welfare)

10:30 AM – 11:45 AM

AAI09  Financial Statement Disclosures: Presenting to Board of Trustees or Management

Patrick C. Stines, CPA Speaker
Partner
SaxBST
New York, NY

Financial statement disclosures are important. This session will help you make presentations focused on the key areas including: • Required disclosures • Common deficiencies • What to include? • Effective presentation • Sample prepared by client letter. (#43—Fund Professionals - Accountants)

1:15 PM – 2:30 PM

AAI02  Accounting and Auditing Update Part 1

Lawrence R. Beebe, CPA Moderator/Co-Speaker
Partner
Bond Beebe, Accountants and Advisors
Bethesda, MD

Marilee P. Lau, CPA Co-Speaker
Partner (Retired)
KPMG LLP (Retired)
Kentfield, CA

This session will provide the latest updates related to accounting and auditing topics such as: • EBP audit and accounting guide standards • Audit efficiency • Emerging issues (#43—Fund Professionals - Accountants)

2:45 PM – 4:00 PM

AAI03  Accounting and Auditing Update Part 2: Followup Workshop

Lawrence R. Beebe, CPA Moderator/Co-Speaker
Partner
Bond Beebe, Accountants and Advisors
Bethesda, MD

Marilee P. Lau, CPA Co-Speaker
Partner (Retired)
KPMG LLP (Retired)
Kentfield, CA

This session is a followup to the Accounting and Auditing Update. The workshop will focus on how to address and implement technical changes and other issues of concern. (#43—Fund Professionals - Accountants)