Virtual Conference

Accounting and Auditing Institute for Employee Benefit Plans

Monday, August 10 - Thursday, August 13, 2020
International Foundation Training Center, Brookfield, WI
Accounting and Auditing Institute for Employee Benefit Plans


This program is made up of 12 live sessions, each an hour long.

Day 1 – August 10

Session 1

11:00 a.m. ET: Accounting and Auditing Update

Session 2

12:00 p.m. ET: Cybersecurity

Session 3

1:00 p.m. ET: Emerging Issues/Best Practices

Day 2 – August 11

Session 1

11:00 a.m. ET: DOL Update

Session 2

12:00 p.m. ET: Understanding Peer Review

Session 3

1:00 p.m. ET: Risk Assessment—Back to Basics

Day 3 – August 12

Session 1

11:00 a.m. ET: Data Analytics

Session 2

12:00 p.m. ET: Claims Auditing and Data Analytics

Session 3

1:00 p.m. ET: Working in a Virtual Environment

Day 4 – August 13

Session 1

11:00 a.m. ET: Auditing Contributions

Session 2

12:00 p.m. ET: Hard-to-Value Assets

Session 3

1:00 p.m. ET: Guided Open Forum—Accountants

Session Details

Who Should Attend

This program is designed for internal and external accountants and auditors who serve employee benefit plans. Sessions will appeal to both new and seasoned practitioners.


Ignite your learning experience by attending sessions whenever it is convenient for you.

  • Session recordings—Not able to watch the sessions right away? Return to the virtual environment to watch recorded sessions at any time for up to one year. (Please note: attendees must watch sessions live in order to receive CE credit for the session.) 
  • Ask the experts—Answers to questions posed during the sessions will be posted in the virtual conference website as a resource for all attendees.
  • Session handouts and documents—Download session handouts and other resources ahead of time so that you are prepared to follow along with each presentation.
  • Access anytime—The virtual environment will be open 24/7 giving you the opportunity to access everything in the environment on your time.
  • Session Format—This virtual conference includes a mix of live and prerecorded sessions. Live sessions are hosted through Zoom. After registering, please watch for emails about access instructions.


  • Michael E. Auerbach, CPA Chief Accountant, Employee Benefits Security Administration (EBSA) U.S. Department of Labor
  • Eileen E. Brassil, CFE, CPA Partner Legacy Professionals LLP
  • Linh Crider, CFE, CPA Director Of Claims Audits WithumSmith+Brown, PC
  • Kimberly M. Frost Administrative Manager Local 1102 Health & Benefit Fund
  • Jason Gotway Solutions Architect and Team Lead Anders CPAs+Advisors
  • Kathleen M. Jackson, CPA Partner Novak Francella, LLC
  • Leslie C. Kirsch, CFE, CIDA, CISA, CIA Director, Data Analytics WithumSmith+Brown, PC
  • Marilee P. Lau, CPA Consultant, Retired Partner KPMG LLP
  • Christopher Madison, CFF, CPA Partner, Audit and Assurance Services Anders CPAs+Advisors
  • Lonnie Maxwell-Cook, CPA, CCIFP Partner, Benefit Plan Audits Plante & Moran, PLLC
  • James Poulos, CPA Senior Manager Calibre CPA Group PLLC
  • Mary Margaret Prange, CPA Partner Calibre CPA Group PLLC
  • 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
  • Eric J. Wallin, CPA Partner Legacy Professionals LLP

Continuing Education

Attendees who participate in live scheduled sessions may be eligible to receive continuing professional education (CPE) credit. Click here to learn more.

Each session is worth one credit toward CEBS Compliance. You should self-report your attendance depending on how many full sessions you watch.

cebs cpe.jpg


Registration Information
  Member Nonmember

US $495.00 US $695.00

In order to achieve a more secure and compliant experience, we no longer support Internet Explorer. Please use one of the browsers listed below:

  • Microsoft Edge
  • Google Chrome
  • Mozilla Firefox
  • Apple Safari

View our system requirements for more details.