AICPA Employee Benefit Plans Accounting, Auditing and Regulatory Update

Learn about the latest issues and legal guidelines vital to the successful completion of year-end audits.

Every year critical new accounting and auditing issues arise that require a thorough understanding of their effect on employee benefit plans. In light of recent economic times, it has become even more important to be keenly aware of the latest standards and regulations and know what to expect in the upcoming audit season.

The 2009 AICPA Employee Benefit Plans Accounting, Auditing and Regulatory Update is an important high-level conference that provides you with critical updates, new guidelines, and regulatory information to help you successfully execute year-end audits.

INSIGHTS, UPDATES AND BEST PRACTICES
You’ll benefit from having access to regulators and standard setters as well as timely insights from auditors who are currently practicing in the field. You’ll learn best practices and be able to apply them to your own audit planning.

IMPORTANT INFORMATION FROM THE DOL
Department of Labor experts from the Employee Benefits Security Administration (EBSA) will provide key information on enforcement and regulatory activities taking place today, and what you should expect in the near future. You’ll be able to discuss complex auditing issues and problems directly with senior members of the DOL.

BE PREPARED FOR UPCOMING AUDIT SEASON
This conveniently-timed December conference will prepare you for the upcoming audit season, while you network with fellow practitioners, and leading industry experts throughout the event. Register today and be ready for tomorrow.

WHO SHOULD ATTEND
CPAs and financial professionals who specialize in employee benefit plan audits.

DECEMBER 7 – MAIN CONFERENCE – DAY ONE

7:00 am - 5:40 pm Registration & Message Center Open

7:00 am - 8:00 am Continental Breakfast

8:00 am - 8:15 am Welcome & Introduction
Robert Lavenberg, BDO Seidman, LLP, New York, NY

8:15 am - 9:00 am Keynote Presentation
1. View from the DOL’s EBSA: What To Expect in 2010
Phyllis C. Borzi, U.S. Department of Labor (EBSA), Washington, DC

9:00 am - 9:45 am General Session
2. ACCOUNTING & AUDITING UPDATE
Michele Weldon, PricewaterhouseCoopers LLP, Boston, MA

9:45 am - 10:15 am Morning Refreshment Break

10:15 am - 11:15 am General Session
3. DEPARTMENT OF LABOR UPDATE
Ian Dingwall, U.S. Department of Labor (EBSA), Washington, DC

11:15 am - 12:30 pm General Session
4. AVOIDING TAX ANNOYANCES
Jason Russell, Deloitte Tax LLP, San Francisco, CA
Diane Wasser, Amper, Politziner & Mattia, LLP, Bridgewater, NJ

12:30 pm - 1:15 pm Luncheon

1:15 pm - 1:30 pm Luncheon Presentation
L1 AUDIT QUALITY CENTER UPDATE
Marilee Lau, Retired Partner, KPMG LLP, San Francisco, CA

1:40 pm - 2:55 pm General Session
5. PLANNING AN EFFECTIVE AND EFFICIENT AUDIT
Diane Marotta, Johnson Lambert & Co. LLP, Falls Church, VA
Lara Stanton, BDO Seidman, LLP, New York, NY

2:55 pm - 3:25 pm Afternoon Refreshment Break

3:25 pm - 4:40 pm General Session
6. PREPARE FOR THE NEW SCHEDULE C
Scott Albert, U.S. Department of Labor (EBSA), Washington, DC
Erik Pienkos, Grant Thornton LLP, Oakbrook Terrace, IL

4:40 pm - 5:40 pm General Session
7. A QUESTIONING MIND
Marilee Lau, Retired Partner, KPMG LLP, San Francisco, CA
James Merklin, Bober, Markey, Fedorovich & Co., Akron, OH
Debbie Smith, Grant Thornton LLP, Oakbrook Terrace, IL

5:40 pm - 6:40 pm Welcome Reception

DECEMBER 8 – MAIN CONFERENCE – DAY TWO

7:30 am - 1:15 pm Registration & Message Center Open

7:30 am - 8:30 am Continental Breakfast

8:30 am - 9:30 am General Session
8. INVESTMENT HOT TOPICS AND FAIR VALUE
John Hubbe, KPMG LLP, New York, NY
Michele Weldon, PricewaterhouseCoopers LLP, Boston, MA

9:30 am - 10:15 am General Session
9. FASB CODIFICATION
Jeffrey Mechanick, Financial Accounting Standards Board, Norwalk, CT

10:15 am - 10:35 am Morning Refreshment Break

10:35 am - 11:50 am General Session
10. AUDITING 403(B) PLANS
Scott Albert, U.S. Department of Labor (EBSA), Washington, DC
Robert Lavenberg, BDO Seidman, LLP, New York, NY

11:50 am - 1:15 pm General Session
11. SPEAKER PANEL DISCUSSION
Ian Dingwall, U.S. Department of Labor (EBSA), Washington, DC
Robert Lavenberg, BDO Seidman, LLP, New York, NY
Jason Russell, Deloitte Tax LLP, San Francisco, CA
Michele Weldon, PricewaterhouseCoopers LLP, Boston, MA

1:15 pm Conference Adjourns

Gaylord National Resort & Convention Center on the Potomac
201 Waterfront Street
National Harbor, MD 20745
Hotel Phone: (301) 965-4000
Hotel Reservations: (301) 965-4000
Hotel Cutoff Date: November 7, 2009
Hotel Room Rate: $219 Single/Double + $15 Resort Fee

http://hotels.gaylordhotels.com/gaylord-national/index.html

Don't miss the region's most spectacular holiday celebration at the DC region's only waterfront resort.
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