Calibre CPA Group

Employee Benefit Plan Virtual Conference

November 10, 2022 | 12:00 PM – 2:30 PM EST

Please join us for our 2022 Employee Benefit Plan Virtual Conference on November 10, 2022.

Calibre CPA Group’s 2022 Employee Benefit Plan Virtual Conference offers a team of experts both within and outside our firm who will share critical insights for your organization.

Special guest speaker Thomas DeMayo, CISSP CISA CIPP/US, Principal, PKF O’Connor Davies, LLP, joins our s team for this year’s Conference with his presentation on “Cybersecurity & DOL Regulations.”

The extensive expertise of our speakers brings decades of knowledge into one Conference. Their experience working with trustees, administrators, and other service providers, ensuring compliance with federal regulations, and auditing a broad spectrum of funds and plans offers invaluable tips for your organization. This conference will provide your organization with essential insight regarding cybersecurity, auditing and accounting updates, best practices for employee benefit plans, tax updates, and answers to your employee benefit plan questions.

“Regulatory and compliance mandates are continually evolving, and we are dedicated to providing up-to-date information impacting employee benefit plans for our clients, their members, and plan participants. Each year we commit to this Conference to offer organizations the necessary resources to strengthen their operations in the coming year.”

— James C. Kokolas,CPA
Managing Partner

Our Conference is valid for up to 2.5 credits of Continuing Professional Education.

Agenda

Welcome and Opening Remarks (12:00pm – 12:05pm EST)

James C. Kokolas, CPA | Managing Partner

James C. Kokolas, CPA | Managing Partner

James C. Kokolas, CPA, is currently the firm’s Managing Partner with more than 30 years of experience in the accounting industry. Jim has significant experience providing audit and accounting services to the tax-exempt community. He has concentrated his career on labor organizations, employee benefit plans, associations, foundations, charitable and educational organizations and other membership organizations. He is active in many industry organizations, helping to collaborate with peers on improvements within the industry and the firm. In his role as Managing Partner, Jim leads the Management and other governance committees and is responsible for the overall operations, vision and strategy of Calibre CPA Group.

Audit and Accounting Updates (12:05pm – 12:45pm EST)

Mary Margaret Prange, CPA | Partner

Mary Margaret Prange, CPA | Partner

Mary Margaret Prange, CPA, is an audit partner with Calibre CPA Group. She has been in public accounting since 2001. Mary Margaret has significant audit experience with tax-exempt organizations including employe benefit plans, labor unions, trade and professional associations, charitable foundations, advocacy groups, and faith-based organizations. She is the head of the firm’s Continuing Education Committee and is responsible for planning, developing and delivering a majority of the firm’s internal Continuing Professional Education (CPE) programs each year.

Tax Updates (12:45pm – 1:00pm EST)

Jeffrey W. Lewis, CPA, CFE | Partner

Jeffrey W. Lewis, CPA, CFE | Partner

Jeffrey W. Lewis, CPA, CFE, is a tax partner at Calibre CPA Group and has been in public accounting since 1998. Jeffrey specializes in providing tax services for labor organizations and all types of Taft-Hartley multiemployer employee benefit plans, as well as the firm’s commercial clients.

Break (1:00pm – 1:05pm EST)

Cybersecurity and Department of Labor Regulations (1:05pm – 1:45pm EST)

Thomas J. DeMayo, Principal | PKF O'Connor Davies, LLP

Thomas J. DeMayo, Principal | PKF O'Connor Davies, LLP

Thomas DeMayo is a Principal in the Cybersecurity and Privacy Advisory Group of PKF O’Connor Davies, LLP and is responsible for the implementation and design of the firm’s cybersecurity service client offerings, internal and external audit programs and testing procedures. His cybersecurity services relate to threat and vulnerability management, governance, privacy, incident response, business continuity, disaster recovery and computer forensics.

Department of Labor Audits & Best Practices for Employee Benefit Plans (1:45pm – 2:20pm EST)

Joseph M.Herishen, CPA | Partner

Joseph M. Herishen, CPA | Partner

Joseph M. Herishen, CPA, is an audit partner at Calibre CPA Group and has been in public accounting since 1985. Joseph specializes in providing auditing and consulting services for labor organizations and all types of Taft-Hartley multiemployer employee benefit plans. His responsibilities include planning, performing and coordinating audits, reviews and compilations with a particular concentration in International and Local Unions and employee benefit plans. These plans range from local to national jointly-trusteed single and multiemployer funds.

Question and Answer Session (2:20pm – 2:30pm EST)

Registration

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*This program is designed for financial personnel and accounting professionals for up to 2.5 credits of Continuing Professional Education (CPE) :

  • CPE Credit: up to 2.5 credits
  • Delivery Method: Group Internet Based
  • 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.