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

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Session handouts were available to registered attendees from Wednesday, June 21 through Sunday, August 20. Please contact if you have questions or need assistance.

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Monday, June 26

7:30 AM – 8:45 AM

TAA01  Opening Session: Economic Outlook

Anirban Basu Speaker
Chairman and Chief Executive Officer
Sage Policy Group, Inc.
Baltimore, MD

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

From jobs to interest rates, so much of what happens in the economy impacts the benefits world. This session will give you a snapshot of economic performance so you can understand the environment that your plans are operating in and plan for the future. • Impact of the 2016 elections • Current landscape • Jobs and employment outlook • Short- and long-term expectations • Financing issues • Social issues (#10—General Topics)

9:00 AM – 10:15 AM

AAI01  Accounting and Auditing Update

Lawrence R. Beebe, CPA Moderator/Co-Speaker
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: • Audit guide changes • Audit efficiency • Exposure draft of SAS on auditing employee benefit plans • Proposed multiemployer chapter to EBP Audit and Accounting Guide for Employee Benefit Plans (#43—Fund Professionals - Accountants)

10:30 AM – 11:45 AM

AAI02  Auditing and Accounting for Employer Contributions

Ann Kellen, CPA Moderator
Director of Finance
Wilson-McShane Corporation
Bloomington, MN

Eileen E. Brassil, CFE, CPA Speaker
Legacy Professionals LLP
Chicago, IL

The health of any fund requires a systematic approach to collecting and accounting for employer contributions. This session will focus on: • Understanding payroll audits • Delinquency • Withdrawal liability • Best practices (#43—Fund Professionals - Accountants)

TAA06  Future of ACA

Kathryn L. Bakich Co-Speaker
Senior Vice President, National Director, Health Care Compliance
Segal Consulting
Washington, DC

Rhonda R. Kitter Moderator
Chief Financial Officer/Plan Administrator
Public Education Health Trust
Anchorage, AK

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

The election results may be known, but what about the future of ACA? This session will give an overview of where we are and what might be coming down the road. • What are the areas of concern and uncertainty? • Potential adjustments under consideration • Prospects for change • What about the Cadillac tax? • What must be done now • Planning for the future (#12—Health and Welfare)

1:15 PM – 2:30 PM

AAI06  Peer Review

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

Scott M. Price, CPA Moderator
Bond Beebe, Accountants and Advisors
Bethesda, MD

There has been much attention in the accounting profession on audit quality following an assessment by the Department of Labor in 2015. Much discussion has surrounded the peer review process. This session will discuss that process and the goals and outcomes of peer review. (#43—Fund Professionals - Accountants)

TAA02  DOL Reflections

Ian Dingwall, CPA Co-Speaker
Chief Accountant, Retired
Washington, DC

Neal S. Schelberg Moderator
Proskauer Rose LLP
New York, NY

Phyllis C. Borzi, J.D., M.A. Co-Speaker
Washington, DC

This session will feature experts whose reflections on the Department of Labor will provide insight on the agency’s past and future direction. (#8—Fiduciary Responsibility)

2:45 PM – 4:00 PM

TAA03  Preparing For and Surviving a DOL Audit

Glenn M. Eyrich, CPA Co-Speaker
Calibre CPA Group, PLLC
Bethesda, MD

John E. Mossberg Co-Speaker
Reinhart Boerner Van Deuren s.c.
Milwaukee, WI

Thomas Vasiljevich, Esq. Moderator
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
Chicago, IL

Surviving a DOL audit can be time-consuming and frustrating. This session will help you understand what you need to do to prepare for and manage through a DOL audit. • Preparation, documents and files • Flow and process • Best practices • Differences in DOL regional offices (#2—Administration)