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Wednesday, December 1, 2021 Live Webcast

Trend Report: Employee Benefit Plan Audits and Peer Review (E2112664)

12:00 PM - 1:00 PM EST

Registration: 11:30 AM EST

webcast

ON24

1.0 CPE Credits in AA

OVERVIEW

Join us for a panel discussion on the U.S. Department of Labor’s (DOL) upcoming review of recent employee benefit plan audits. The panel will recap the DOL Audit Quality Study that took place in 2011 and analyze how audits have changed over ten years.

DESIGNED FOR

CPAs in public practice

BENEFITS

The discussion will focus on employee benefit plan audit quality. Learn about the most common audit deficiencies and peer review findings as well as trends in improving audit quality and peer reviews.

HIGHLIGHTS

  • Recap of the DOL’s 2011 Audit Quality Study
  • What to expect from the DOL’s 2021 review of plan audits
  • Tthe most common peer review findings on a plan audit
  • Recent changes to peer review to improve audit quality

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Michael Gilchrist

Michael Gilchrist, CPA

Sr. Manager

RotenbergMeril

Michael Gilchrist, CPA, is a senior manager at RotenbergMeril servicing closely held businesses and their owners. He manages the firms' employee benefit plan audits. With over thirty years of diverse experience in public accounting and private industry, he is able to provide clients with comprehensive and expert client service. Michael serves on the NJCPA Accounting and Auditing Interest Group as the Employee Benefit Plan Subcommittee Chairman and as a Director of the Morris / Sussex Chapter Board of Trustees. He is involved with many community organizations and is a graduate of Seton Hall University.

Elizabeth Harper

Elizabeth B. Harper, CPA

Member of the Firm

SobelCo

Elizabeth Harper (Liz), Member of the Firm, joined SobelCo in the fall of 2009 to assume the role of Quality Control Senior Manager. In 2014 she was promoted to Director with responsibility for reviewing all of the financial statements and service organization control (SOC) reports issued by the firm along with client correspondences ensuring that the highest quality standards are met and that the reports are in accordance with the established authoritative standards. Liz is dedicated to ensuring that the firm complies with its internal quality standards. This includes involvement with the engagement teams during all phases of the work, personnel training and development, and monitoring of engagement quality. Liz is also responsible for client service of SOC, employment benefit plan (EBP) engagements and other audits.

In 2016 Liz was given the additional role as Director of the Employee Benefit Plan Audit Group and in 2017 was elected as a Member of the Firm. Liz brings insights gained based on her previous experiences at a "Big Four" firm and a local CPA firm to all of the roles she plays at SobelCo.

While at a local firm, Liz had a wide variety of responsibilities across a range of industries, which she draws on daily at SobelCo. From her years at KPMG, Liz is able to leverage the knowledge she gained managing financial and internal control audits, quarterly reviews and agreed upon procedures, with well-known clients ranging from Philips Lighting to Ricoh Corporation. This global exposure adds value to the current SobelCo regional environment and it will be a critical component of future growth as the firm continues to expand, serving national and international clients in the coming years. By combining her perspectives from private industry and public accounting, she can provide meaningful solutions to SobelCo's clients.

Brad Muniz

Brad E. Muniz, CPA

Partner in Charge of Accounting & Auditing

SobelCo

Brad is a member of the firm and director of accounting and auditing at SobelCo, serving small businesses and individuals in the areas of accounting, auditing, tax and business consulting. He has significant experience in financial reporting, tax compliance and planning for closely held businesses, SEC registrants, nonprofit organizations and strategic business planning, and in industries, such as real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Brad is a member of the AICPA and the NJCPA, and was a former NJCPA president. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.

PRICING

$39.00 - Member

$59.00 - Nonmember

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Note: Online pre-registration will close on December 1 at 12:00 PM.

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