Employee Benefit Plans Conference - VIRTUAL

Rance Buss, Weaver LLP

Kerri Franz, Weaver LLP

Are we taking the correct Audit approach to find "material" fraud? 

Understand the auditor's responsibilities relating to fraud in an audit of plan financial statements
Hear cases about how plan fiduciaries and retirement plans have been victimized
Discuss the ways you can incorporate audit approaches to detect these fraudulent activities

Kerri Franz, Weaver LLP

Obtain knowledge of essential accounting and auditing considerations affecting employee benefit plan audits. This session offers discussions on existing guidance and practical insight on implementing new and proposed accounting and auditing standards for employee benefit plan financial statements.

Marcus Aron, Acting Chief Accountant, U.S. Department of Labor

Stay current on the latest developments from the U.S. Department of Labor affecting employee benefit plans. This session will cover recent enforcement initiatives, regulatory update and compliance priorities from the DOL's Employee Benefits Security Administration (EBSA). Gain insights into current examination trends, voluntary correction programs and emerging issues impacting plan sponsors, auditors and service providers. Attendees will walk away with a practical understanding of how these developments may affect plan audits, fiduciary responsibilities, and overall plan operations.

Kathy Aslinger, Esq., Shareholder, Kennerly Montgomery & Finley PC

This session will provide an in-depth update on recent legal and regulatory developments impacting employee benefit plan audits, with a special focus on the SECURE Act and SECURE 2.0 provisions. Attendees will gain a clear understanding of how these changes affect plan sponsors, auditors, and fiduciaries and learn practical steps to ensure compliance and audit readiness.

Darius Davenport, Esquire, CRENSHAW, WARE & MARTIN, P.L.C.

As artificial intelligence becomes increasingly integrated into accounting, auditing and advisory services, so do the risks that come with it. This session explores the cybersecurity threats associated with the use of AI tools and technologies from data privacy and client confidentiality concerns to the vulnerabilities introduced through third-party platforms and automation.

Attendees will gain practical insights into identifying, mitigating and managing these emerging risks while maintaining compliance with professional and regulatory standards.