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Accounting and Auditing Institute for Employee Benefit Plans

Monday, June 24 - Wednesday, June 26, 2019
Hilton San Francisco Union Square, San Francisco, CA


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.

2019 Topics

  • ​Economic Update
  • Accounting and Auditing Update
  • DOL Update
  • Internal Controls 
  • Payroll Auditing and Accounting for Contributions
  • Legislative Update
  • Cybersecurity
  • DOL/IRS Audits
  • Claims Auditing
  • Hard-to-Value Assets
  • Challenges of Withdrawal Liability
  • Risk Assessment
  • Technology in Auditing
  • Inside the Board Meeting

The Accounting and Auditing Institute is focused and provides much needed education in a complicated industry.

Iann Jensen CliftonLarsonAllen LLP

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)​


Speakers will be announced soon.


Speakers for 2019 will be announced soon.

Michael E. Auerbach
Chief Accountant,
Employee Benefits Security Administration (EBSA)

Carey S. Blakeman
Sr. Mgr. Port Strategy & Mgmt


Kathleen M. Jackson

Novak Francella LLC

Scott M. Price
Partner in Charge-D.C. Office
WithumSmith+Brown PC

Patrick C. Stines
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 Compliance credit. Visit www.cebs.org/compliance for additional information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 5/13/2019 US $1,515.00 US $1,845.00
After 5/13/2019 US $1,815.00 US $2,145.00