Calibre CPA Group

2021 Employee Benefit Plan Virtual Conference

Presented By Calibre CPA Group, PLLC

November 10, 2021

About

Please join us for our 2021 Employee Benefit Plan Virtual Conference on November 10, 2021.

As the COVID-19 pandemic continues to affect legislation and compliance, it is imperative to stay up-to-date on ever-evolving regulatory and fiduciary issues to increase the efficiency of your employee benefit plans. Calibre CPA Group’s 2021 Employee Benefit Plan Virtual Conference provides a team of experts who will share essential tips and updates for your organization. Our speakers have extensive expertise working with trustees, administrators, and other service providers, ensuring compliance with federal regulations and auditing a broad spectrum of funds and plans. Special guest speaker Alp A. Atabek, AIF, Founder & Principal, AFS Financial Group, joins Calibre’s team for this year’s conference with an “Economic Update: A Look at 2022”. This conference equips your organization with pivotal knowledge regarding cybersecurity, auditing and accounting updates, payroll audits, economic update and answers your employee benefit plan questions.

“As we continue to adapt to evolving regulatory and compliance mandates, our team of experts is committed to providing our clients, their members, and plan participants with critical updates impacting employee benefit plans. This conference provides your organization with timely resources to enhance your plan’s operations for the coming year.”

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

Agenda

2021 Employee Benefit Plan Virtual Conference
12:00 pm to 12:10 pm EST

Welcome & Opening Remarks

  • James C. Kokolas, CPA, Managing Partner | Calibre CPA Group
12:10 pm - 12:50 pm EST

Economic Update: A Look at 2022

  • Alp A. Atabek, AIF, Founder & Principal | AFS Financial Group
12:50 pm - 1:30 pm EST

Audit & Accounting Updates

  • Jacqueline M. Dunn, CPA, Partner| Calibre CPA Group
1:30 pm - 1:35 pm EST

Break

1:35 pm - 2:15 pm EST

Payroll Audits

  • Timothy G. Kalnes, Senior Compliance Manager | Calibre CPA Group
  • Justin P. Sargent, Senior Compliance Manager | Calibre CPA Group
2:15 pm to 2:55 pm EST

DOL Regulations - Cybersecurity

  • Arthur E. Budich, CPA, CFE, Partner | Calibre CPA Group
  • Brian M. Isenstein, Senior Information Technology Manager | Calibre CPA Group
2:55 pm - 3:10 pm EST

Employee Benefit Plan Q&A

Valid for up to 3.0 Continuing Professional Education (CPE) credits – *See below

Meet the Speakers

Calibre CPA Group - Alp Atabek / AFS (401(k) Financial Advisors

Alp A. Atabek, AIF

Founder & Principal | AFS 401(k) Retirement Services
Calibre CPA Group - Arthur E Budich (EBP)

Arthur E. Budich, CPA, CFE

Partner | Washington, DC
Calibre CPA Group - Jacqueline M Dunn (EBP)

Jacqueline M. Dunn, CPA

Partner | Chicago, IL
Calibre CPA Group - Brian M Isenstein

Brian M. Isenstein

Senior Information Technology Manager | Chicago, IL
Calibre CPA Group - Timothy G Kalnes

Timothy G. Kalnes

Senior Compliance Manager | Chicago, IL
Calibre CPA Group - Justin P Sargent

Justin P. Sargent

Senior Compliance Manager | Washington, DC

2021 Employee Benefit Plan Virtual 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 up to 3.0 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.