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Accounting and Auditing Institute for Employee Benefit Plans

Monday, June 26 - Wednesday, June 28, 2017
Hilton San Diego Bayfront, San Diego, CA
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The Accounting and Auditing Institute for Employee Benefit Plans is the premier conference for those who audit employee benefit plans. This conference will keep you up to date on the latest in reporting and disclosure requirements, best practices in your profession and issues impacting the employee benefits industry.

The program offers focused learning on the technical topics of greatest concern to the accounting and auditing profession. Learn best practices, interact with other professionals who face similar issues, and fulfill your need for continuing professional education. Network with your peers and those attending the accompanying conferences to maximize your learning experience.


Below are the topics from the 2017 Institute​. For a full discription of these sessions view the brochure.

  • Economic Outlook
  • Auditing and Accounting for Employer Contributions
  • Future of ACA
  • Preparing for and Surviving a DOL Audit
  • Accounting and Auditing Update
  • Tax Filings and Consequences
  • Internal Controls for the Fund Office
  • Peer Review
  • Privacy and Security
  • ​​​​​​Hard-to-Value Assets
  • PBGC Update
  • Guided Open Forum
  • Maximizing Your International Foundation Relationship
  • Health and Welfare Claims Audits
  • Best Practices
  • DOL Reflections

Session Details and 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)​


Below are a few of the speakers that will be at this conference. For a full list visit the session handouts and speakers page.

Lawrence R. Beebe​

Bond Beebe, Accountants
and Advisors


Eileen E. Brassil

Legacy Professionals LLP

David Evangelista

MSPC Certified Public Accountants and Advisors, P.C.

Glenn M. Eyrich

Calibre CPA Group PLLC


James M. Hei​​​nzm​an

Schultheis & Panettieri LLP


Kathleen M. Jackson

Novak Francella LLC

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 5/15/2017 US $1,445.00 US $1,775.00
After 5/15/2017 US $1,745.00 US $2,075.00