BASIC audit workshop | 2026 DIGITAL PROGRAM

Welcome! We’re thrilled to have you join us for MACPA’s 2026 Employee Benefit Plan Audit Conference - Basic Audit Workshop.

Today’s conference runs from 8:00 a.m. - 3:00 p.m. ET. It will be an interactive conference, so please make sure to turn your cameras on and plan to ask questions. Jennifer and Jeanette are so excited to present to you all today! 

A special thank you to the Employee Benefit Plan Audit Conference Planning Community, whose dedication and thoughtful planning made this conference possible. They’ve organized a great agenda. 

We will be using Zoom chat for any questions for our presenters today. 

Advocacy Team
ATTENDANCE

Virtual Instructions

We are pleased to host our conference on the MACPA website. You simply need to be logged into your MACPA account and click on the My CPE tab. Find the 2026 Employee Benefit Plan Audit Conference - Basic Audit Workshop.  “Launch Event Lobby.”

This virtual conference qualifies for 6 CPE credits. With your conference registration, you will receive 2 additional hours of CPE, which may be completed as One 2-hour program (webcast replay or on-demand), so you will receive 8 hours of CPE. 

To redeem your additional 2 CPE hours: 

  • Log in to MACPA.org, click the Learning & Events tab, and choose CPE Catalog.
  • You can search for the webcast replay or on-demand product of your choice (up to 2 hours).
  • Use this coupon code EBP26WEBCAST2 at checkout.
  • Reach out to team@macpa.org if you have any issues.

If you need any assistance on the day of the virtual conference, please use the chat in the lower right-hand corner of your screen to reach our Member Service Center or call us at 800-782-2036.

AGENDA

2026 Employee Benefit Plan Audit Conference - Basic Audit Workshop

Agenda

April 27

Intros

The day will begin with introductions. We will also hear a few words from our sponsor, ADP. 


Theory

Trial Balance/Group/Materiality

Sample Selections

Break

Contributions

Loans

Withdrawals

Kahoots

Participant Testing

Lunch Break

Participant Testing

Discrimination testing

Expenses

Investments

Break

Financial Statements

Conclusion

HOW TO GET YOUR CPE

Virtual Learning Platform

The virtual day allows for 6 CPE credits. Upon completion of the conference, you will need to complete a short evaluation to receive your CPE certificate. Please complete this evaluation within one week of the program. 

If you have any questions about your CPE certificate, please contact our member services

team through the chatbot in the lower right-hand corner of your screen, email us at team@macpa.org, or give us a call at 800-782-2036.

Spread the Word!

Feel free to post event photos and tag MACPA! #MarylandCPAProud

Conference Advisory Group

Employee Benefit Plan Audit Conference Advisory Group Members

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event Sponsors

Thank you to our event sponsors for their support so we can continue meeting the needs of our membership and conference attendees.

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