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Accounting and Auditing Institute for Employee Benefit Plans

Monday, June 25 - Wednesday, June 27, 2018
The Cosmopolitan of Las Vegas, Las Vegas, NV
Conference begins in:


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.

2018 Topics

  • ​Economic Update
  • Accounting and Auditing Update
  • DOL Update
  • Internal Controls for the Fund Office
  • Developing Reasonable Assumptions
  • Tax Filings and Compliance Reporting
  • What’s Happening in Rx and Rx Management?
  • Fraud in Benefits
  • ​Followup Workshop: You Found Fraud—Now What?
  • Cybersecurity
  • DOL/IRS Audits
  • Advanced Health and Welfare Claims Audits
  • Hard-to-Value Assets
  • Best Practices
  • Guided Open Forum
  • Generational Issues in the Workplace

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 just a few of the subject matter experts that will be presenting at this year's conference. 

Michael E. Auerbach, CPA

Acting Chief Accountant/Chief, Division of Accounting Services, Employee Benefits Security Administration (EBSA)
U.S. Department of Labor

Eileen E. Brassil, CFE, CPA

Legacy Professionals LLP

Carey S. Mitchell, CPA

Senior Manager Portfolio Strategy and Management

Kurt D. Needles, CPA

Needles & Associates LLC

Scott M. Price, CPA

Managing Partner
WithumSmith+Brown, PC

Patrick C. Stines, CPA

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.
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Registration Information

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Registration Information
  Member Nonmember

Through 5/14/2018 US $1,485.00 US $1,815.00
After 5/14/2018 US $1,785.00 US $2,115.00