May 22, 2023

Live Webcast

8 Total CPE Credits

Basic-Landing-Page-Hdr-MACPA-Employee-Benefit-Plan-Audit-Conference-2023

2023 EMPLOYEE BENEFIT PLAN AUDIT CONFERENCE (Basic Audit Workshop)

The Basic Audit Track walks through the required audit procedures for CPAs who are new to auditing EBPs.

Conference Presenters:

  • Phil Mills, CPA, Senior Manager, Assurance Services, Aprio, LLP
  • Jeanette Stillwagner, CPA, Signing Director, Clifton Larson Allen

Sponsors

CPE Credits Available

8
Total CPE
8
Auditing

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Accounting & Auditing
  • Employee Benefit Plans

Provider

Maryland Association of CPAs

Agenda

May 22

Basic Audit Workshop

Speakers: Phil Mills, CPA, Senior Manager, Aprio, LLC

Jeanette Stillwagner, CPA, Signing Director, Clifton Larson Allen

Agenda:

Introductions - 8:00 - 8:15 a.m.

Theory - 8:15 - 8:30 a.m.

Trial Balances/Grouping/Materiality 8:50 - 9:15 a.m.

Selection Methodology 9:15 - 9:45 a.m.

Break 9:45 - 10:00 a.m.

Contributions 10:00 - 10:35 a.m.

Loans 10:35 - 11:00 a.m.

Withdrawals 11:00 - 11:35 a.m.

Lunch 11:35 a.m. - 12:20 p.m.

Participant Testing 12:20 - 2:00 p.m.

Break 2:00 - 2:15 p.m.

Discrimination Testing 2:15 - 2:25 p.m.

Expenses 2:25 - 2:40 p.m.

Investments 2:40 - 3:00 p.m.

Financial Statement 3:00 - 3:25 p.m.

Conclusion 3:25 - 4:00 p.m.

This event has ended.