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Accounting and Auditing Institute for Employee Benefit Plans

Monday, June 27 - Wednesday, June 29, 2016
MGM, Las Vegas, NV Images/abstract-banner-colors.jpg
Conference begins in:


As accountants and auditors who work with 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. Take advantage of this opportunity to earn continuing professional education (CPE) credit while networking with peers and those attending the accompanying programs.


Below are the topics from the 2016 Institute topics​.

  • ​Economic Out​​lo​ok​
  • ACA C​​ompliance
  • Accounting and Auditing Update
  • Advanced Issues in Government Reporting and Disclosure
  • Auditors and Fund Accountants Working Together
  • Data Breaches, Hacking and Privacy
  • DOL Audits: Real-Life Stories and Lessons Learned
  • ​​​​​​DOL​ Update
  • Financial Statement Disclosures: Presenting to Board o​f Trustees or Management
  • Guided Open Forum
  • Hard-to-Value Assets
  • Hot Topics in DC Plans
  • Pension Legislative Update
  • Welfare Claims Testing​

 Session Schedule/Speakers/Handouts

The International Foundation provides great educational opportunities helping me and my co-workers stay up to date with the latest information in the ever-changing world of employee benefits administration.

Katy R. Pannell, CEBS Financial Manager
Toledo Electrical Welfare Fund

Benefits of Attending

  • 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

Who Should Attend

The Institute is designed for internal and external accountants and auditors who serve employee benefit plans. Sessions will appeal to both new and seasoned practitioners.

​​Accompanying Educational Event

Trustees and Administrators Institutes (June)​


This is a sample of the many industry professionals speaking at the 2016 conference.​

Lawrence R. Beebe​

Bond Beebe, Accountants
and Advisors


James M. Hei​​​nzm​an

Schultheis & Panettieri LLP

Larry P. McNutt, CPA

Senior Vice President
Corporate and Pension Administration Northwest Administrators, Inc.

Jeffrey L. Goss, CPA​

Miller Kaplan Arase, LLP

​​Patrick C. Sti​nes



Joseph M. Thie​​rmann

Lindquist LLP

Preconference Program

Auditing Employee Bene​​fit Plans

Sunday, June 26, 2016  |  8:00 a​.m.-5:00 p.m.

We are proud to partner with the AICPA to offer their Auditing Employee Benefit Plans course as a preconference session. Develop your competence and gain a deeper understanding of EBP audits before taking the Intermediate Employee Benefit Plans Audit Certificate exam.​​​​ [Learn more]​

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Continuing Education

​​The International Foundation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of group-live continuing professional education (CPE) on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. For more information, please contact our Continuing Education Department at (262) 786-6710, option 2.

Educational sessions at this program can qualify for CEBS continuing professional education (CPE) credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 5/16/2016 US $1,245.00 US $1,575.00
After 5/16/2016 US $1,495.00 US $1,825.00