Calibre CPA Group

2020 Virtual Employee Benefit Plan Conference

Presented By Calibre CPA Group, PLLC

JUNE 11, 2020

About

Calibre CPA Group invites you to join us for our 2020 Virtual Employee Benefit Plan Conference on June 11.

2020 is unprecedented and the latest policies clearly indicate a shifting economic and regulatory climate amid the COVID-19 pandemic. While some things are rapidly changing, others remain the same. It is imperative to stay informed on current regulatory and fiduciary issues so you can increase the efficiency of your employee benefit plans. Calibre CPA Group has assembled a team of experts who will share can’t-miss tips and updates for your organization. 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 will be joined by a special guest from Employee Benefit Services. Together, we will share our knowledge and answer your questions, empowering you to lead during the challenging and precarious financial climate of 2020.

“As we face the uncertain financial climate of 2020, Calibre CPA Group has never been more dedicated to providing our clients, their members and plan participants with the most important updates relating to employee benefit plans. Each year we look forward to this Conference as a time to facilitate the sharing of expert knowledge and the fielding of crucial questions. This year’s virtual event is a great place to make sure you’re bringing the best and most current resources to the table to optimize your plan’s operations.”

—James C. Kokolas, Managing Partner, Calibre CPA Group

Agenda

2020 Virtual Employee Benefit Plan Conference
1:00 pm to 1:30 pm EST

Audit and Accounting Update

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

COVID-19 and Other Hot Tax Topics

  • Scott E. Hallberg, CPA, Senior Director | Calibre CPA Group
2:00 pm - 2:30 pm EST

Overview of the SECURE Act

  • Glenn M. Eyrich, CPA, Partner | Calibre CPA Group
2:30 pm - 3:15 pm EST

Financial Strategies for Health and Welfare Plans

  • Ben Bohonowicz, Director of Client Services | Employee Benefit Services
3:15 pm - 3:30 pm EST

Employee Benefit Plan Q&A

Valid for 2.5 Continuing Professional Education (CPE) credits – *See below

Meet the Speakers

James C. Kokolas, CPA

James C. Kokolas, CPA

Managing Partner | Washington, DC
Glenn M. Eyrich

Glenn M. Eyrich, CPA

Partner | Washington, DC
Mary Margaret Prange, CPA

Mary Margaret Prange, CPA

Partner | Washington, DC

Ben Bohonowicz

Director of Client Services | Employee Benefit Services
Scott E. Hallberg, CPA

Scott E. Hallberg, CPA

Senior Director | Washington, DC

2020 Virtual Employee Benefit Plan Conference 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 2.5 credits of Continuing Professional Education (CPE) :

CPE Credit: 3.0 | 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.