Accounting and Auditing Institute for Employee Benefit Plans

Monday, July 19 - Wednesday, July 21, 2021
The Westin Nashville, Nashville, TN
Accounting and Auditing Institute for Employee Benefit Plans

Now at the Westin Nashville, July 19-21 and including a virtual option.

As the accounting industry adapted this past year, we are left asking what the future of the profession looks like. 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.


Below is a list of sessions being presented at the 2021 program.

  • Accounting and Auditing Update
  • DOL Update
  • Conducting an Effective Risk Assessment
  • Understanding the SOC 1 Audit and Report
  • Overview of the New Chapter on Multiemployer Plans in the Audit Guide
  • Remote Auditing: Lessons Learned From the Pandemic

  • Building Essential Soft Skills—New Challenges
  • Data Analytics
  • Cybersecurity
  • Mental Health Concerns
  • Uncovering Fraud in Employee Benefit Plans
  • Open Forum on Emerging Issues and Best Practices

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.


  • Michael E. Auerbach, CPA Chief Accountant, Employee Benefits Security Administration (EBSA) U.S. Department of Labor
  • Lawrence R. Beebe, CPA Partner WithumSmith+Brown, PC
  • Eileen E. Brassil, CFE, CPA Partner Legacy Professionals LLP
  • Eric S. Carroll Partner RSM US LLP
  • David P. Dorsey, CPA Partner WithumSmith+Brown, PC
  • Glenn M. Eyrich, CPA Partner Calibre CPA Group, PLLC
  • Jordan L. Fischer, Esq., CIPP-E, CIPP-US, CIPM Global Data Privacy Practice Group Leader Beckage PLLC
  • Kathleen M. Jackson, CPA Partner Novak Francella, LLC
  • Marilee P. Lau, CPA Consultant, Retired Partner KPMG LLP
  • Scott M. Price, CPA Managing Partner-D.C. Office WithumSmith+Brown, PC
  • Jennifer L. Snow, CPA Partner Eide Bailly, LLP
  • Patrick C. Stines, CPA Partner Novak Francella LLC
  • Carol Westfall Co-Managing Partner Schultheis & Panettieri LLP


Speakers for 2020 will be announced shortly. Please check back soon.

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 (in person) continuing professional education (CPE) on the National Registry of CPE Sponsors. Due to flexibility being offered by NASBA, we may be able to offer CPE credit for the virtual presentation of the real time live sessions at the 2021 Accounting and Auditing Institute for Employee Benefit Plans. However, please note that each State board of accountancy is the final authority on determining the acceptance of any program for CPE credit for their respective state. For more information, please contact our Continuing Education Department at (262) 786-6710, option 2.

Other Continuing Education Credit: Continuing Education credit for additional professions and designations MAY be available for attendance at live sessions. You must register for the program and request CE credit at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Note: Requests made for continuing education credit do not guarantee administration of credit. For further information on continuing education credit, please call (262) 786-6710, option 2.

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

Register With Confidence

We can't wait to see you. Our mission is to create the best learning environment for you, and that includes ensuring a safe learning environment following the latest health guidelines. This event is also available virtually so those learning remotely can share in the educational experience. The virtual format includes all key content, and you can still qualify for a Certificate of Attendance (assuming you attend the minimum number of sessions required).

All conferences have a no-penalty transfer policy, allowing you to transfer to any other 2021 or 2022 program. Hotel cancellation policies apply. See

Here's How It Works

You choose your format: in-person or virtual. You have the flexibility to change your format should your plans change—Just give us a week's notice so we can best prepare for your participation. With an in-person format, you'll receive access to the recorded sessions after the program concludes. To qualify for a Certificate of Attendance (if applicable), you must complete all the required sessions in your chosen format. For example, if you choose the in-person option, you must complete all the required sessions in person.

COVID-19 Preparations

The International Foundation is closely monitoring local, state and federal agencies regarding the latest safety precautions. We are also working closely with the event property to implement the current safety guidelines. As the event draws closer, watch for safety guidelines that will be in place.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 6/7/2021 US $1,550.00 US $1,880.00
After 6/7/2021 US $1,850.00 US $2,180.00