Accounting and Auditing Institute for Employee Benefit Plans Virtual Conference—Session Schedule, Speakers and Handouts

Session handouts will post as they are available starting on Monday, August 3, 2020. Handouts will be available through Friday, August 13, 2021.

In order to download session handouts you must be logged in and registered for the program.

Session handouts will be available to registered attendees Monday, August 3, 2020 through Friday, August 13, 2021.

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Monday, August 10

11:00 AM – 11:50 AM

AAIVC01  Accounting and Auditing Update

Eileen E. Brassil, CFE, CPA Speaker
Partner
Legacy Professionals LLP
Chicago, IL

This live Zoom session will review the latest accounting and auditing technical guidance, including:

  • Delayed Financial Accounting Standards Board (FASB) standards
  • Auditing Standards Board (ASB ) standards
  • Other delays
  • What hasn’t been delayed
  • ASU 2017-06
  • ASU 2018-09
  • Mortality updates
  • The new chapter in the audit guide.

 

This session is worth 1 credit toward CEBS compliance. 

Viewed live, this session may count as one CPA CPE credit.

NASBA Subject Area: Accounting and Auditing.

(#43—Fund Professionals - Accountants)

12:00 PM – 12:50 PM

AAIVC02  Cybersecurity

Christopher Madison, CFF, CPA Co-Speaker
Partner, Audit and Assurance Services
Anders CPAs+Advisors
St. Louis, MO

Jason Gotway Co-Speaker
Solutions Architect and Team Lead
Anders CPAs+Advisors
Saint Louis, MO

Cybersecurity is not just an IT issue. It impacts every organization and needs to be addressed strategically and practically. This live Zoom session will consider:

  • Risk in health care and retirement
  • Responsibilities
  • What to do if there is a breach
  • Insurance coverages
  • Communication and training
  • Penetration testing
  • How to protect data
  • SOC-1
  • Fraud.

 

This session is worth 1 credit toward CEBS compliance. 

Viewed live, this session may count as one CPA CPE credit.

NASBA Subject Area: Specialized Knowledge.

(#18—Technology)

1:00 PM – 1:50 PM

AAIVC03  Emerging Issues and Best Practices

Eric J. Wallin, CPA Co-Speaker
Partner
Legacy Professionals LLP
Westchester, IL

Jennifer L. Snow, CPA Co-Speaker
Partner
Eide Bailly, LLP
San Ramon, CA

This live Zoom session will help you prepare for what lies ahead, including:

  • Red flags
  • Blockchain
  • Regulatory updates
  • Communicating with clients.

 

This session is worth 1 credit toward CEBS compliance. 

Viewed live, this session may count as one CPA CPE credit.

NASBA Subject Area: Specialized Knowledge.

(#43—Fund Professionals - Accountants)