Calibre CPA Group

2019 Virtual Employee Benefit Plan Conference

Presented By Calibre CPA Group, PLLC

JANUARY 24, 2019

About

Calibre CPA Group invites you to join us for our 2019 Virtual Employee Benefit Plan Conference on January 24th.

One of the things we can count on is change …

In 2019, there are new tax regulations, legislative decisions, and shifting economic trends that will impact industry best practices. In this financial climate, administering employee benefit plans can be a complex and challenging task – the increasingly digital world means there are new types of fraud to guard against, in order to ensure the safety of your funds. It is imperative to stay up-to-date on current regulatory and fiduciary issues so that you can increase the efficiency of your plans.

This year’s conference speakers have extensive experience working with trustees, administrators, and other service providers to help them comply with Federal regulations and auditing a broad spectrum of funds and plans. Presenters from Calibre CPA Group, along with other professionals, will share their knowledge, equipping you to oversee employee benefit plans as effectively and efficiently as possible.

“As a firm that has worked with Employee Benefit Plans for decades, we are proud to continue our support and offer this forum for open discussion and sharing of ideas. The conference is specifically designed to provide attendees with both valuable insights and practical information to help in long and short-term planning and ongoing organizational strategies. We welcome you and your contribution to the conversation.”

—James Kokolas, Managing Partner, Calibre CPA Group

Agenda

2019 Virtual Employee Benefit Plan Conference
1:00 pm to 1:30 pm EST

2019 Audit and Accounting Update

  • Jacqueline M. Dunn, CPA, Partner | Calibre CPA Group
  • Mary Margaret Prange, CPA, Partner | Calibre CPA Group
1:30 pm - 2:00 pm EST

Preparing for a Department of Labor Audit: Best Practices Plan Sponsors Should Consider

  • Glenn M. Eyrich, CPA, Partner | Calibre CPA Group
  • Joseph M. Herishen, CPA, Partner | Calibre CPA Group
2:00 pm - 2:30 pm EST

Update on Legislative Proposals / Relief for Multiemployer Defined Benefit Plans

  • Mayoung Nham, Principal | Slevin & Hart, PCA
2:30 pm - 3:00 pm EST

Top 10 Fraud Risks to Guard Against in Employee Benefit Plans

  • Arthur E. Budich, CPA, CFE, Partner | Calibre CPA Group
3:00 pm - 3:15 pm EST

Employee Benefit Plan Q&A

Valid for 2.0 CPE credits – *See below

Meet the Speakers

Mayoung Nham, Principal

Principal | Slevin & Hart, PC
Art Budich

Arthur E. Budich, CPA, CFE

Partner | Calibre CPA Group
Jackie Dunn

Jacqueline M. Dunn, CPA

Partner | Calibre CPA Group
Glenn M. Eyrich

Glenn M. Eyrich, CPA

Partner | Calibre CPA Group

Joseph M. Herishen, CPA

Partner | Calibre CPA Group
Mary Margaret Prange, CPA

Mary Margaret Prange, CPA

Partner | Calibre CPA Group

Webinar Registration

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*This program is designed for Plan Trustees, Labor Union Officials/Employees, Business Managers, Controllers, Chief Financial Officers, Accounting Managers, Third Party Administrators, and accounting professionals for 2.0 credits of Continuing Professional Education (CPE) :

CPE Credit: 2.0 | Delivery Method: Group | Program Level: Update | Advanced Preparation: N/A | Prerequisites: N/A

Calibre CPA Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding the registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.learningmarket.org

Refund Policy and Complaint Resolution: For more information on administrative policies regarding refunds or complaint resolutions, contact Calibre CPA Group at 202.331.9880.