6th Annual Employee Benefit Plans Conference

6th Annual Employee Benefit Plans Conference (EBPC2019)

Thursday, May 9, 2019 / Washington, DC



Event Status: OPEN

Event ID: #EBPC2019

CPE: 8.0 credits

Total Price: $299.00

Join the Greater Washington Society of CPAs for our sixth Annual Employee Benefit Plans Conference. This conference is for both plan auditors and fiduciaries covering topics relevant to your EBP audits. 

Who should attend: CPAs, auditors, and financial professionals who specializes in accounting and auditing for employee benefit plans; officers/administrators responsible for plan compliance or daily activities of the plan, including plan sponsors, HR managers or directors, trustees and plan professional staff (personnel).

Thursday, May 9, 2019
General Sessions

Registration & Breakfast
8:00 AM-8:30 AM

Welcome, Opening Remarks
8:30 AM-8:35 AM

Richard L. Ruvelson, J.D.
Principal / WithumSmith+Brown, PC
Bethesda, MD

DOL Update Credits: 1.0 AU
8:35 AM-9:25 AM

Pensions and VEBAs and Taxes: Oh My Credits: 1.5 TA

Richard L. Ruvelson, J.D.
Principal / WithumSmith+Brown, PC
Bethesda, MD
We will discuss preparation tips and common errors with respect to multiemployer pension and VEBA tax filings. We will cover Form 990 and  Form 990-T. We will, also, discuss pension and VEBA UBIT, generally, including new rules resulting from the Tax Cuts and Jobs Act relating to offsetting gains and losses from different UBI generating activities, NOL limitations and income from the provision of qualified transportation benefits such as transit passes and employee parking.


Life in the Fast Lane: Optimizing Your Firm's High-Quality Approach to Employee Benefit Plan Audits Credits: 1.0 AU

Julia Lafferty, CPA
Principal / Councilor, Buchanan & Mitchell, P.C.
Bethesda, MD

Optimizing the success of your firm’s benefit plan audit service line is not for the faint of heart. The right professionals must collaborate in a fieldwork scheduling and administrative planning process intended to serve each client’s specific needs. Join Julia Lafferty, Mark Thomas and Lori Reynolds, experienced professionals with oversight of the employee benefit plan audit practice at CBM, for a panel session where they plan to identify the proper balance between technical expertise, education, client service and resource management to accelerate your firm’s approach to a robust employee benefit plan practice.

Learning Objectives:
• Attendees will gain insights about effective teamwork and collaboration during the planning process
• Attendees will recognize how to recognize and deploy resources for each audit engagement
• Attendees will learn effective communication strategies to educate clients and respond to their needs
• Attendees will acquire tips for staying educated on a year-to-year basis to ensure service delivery continues to meet up-to-date standards and requirements


2019 EBPAQC and Audit Quality Update Credits: 1.0 AU

Susan W. Hicks, CPA
Senior Manager / Association of International Certified Professional Accountants
Washington, DC
The AICPA’s Employee Benefit Audit Quality Center provides support and resources to help your firm perform quality audits. Learn about new tools developed in the past year, other resources offered by the Center, and how to effectively use them in your EBP audit practice. Also hear about the AICPA’s enhancing audit quality initiative, the new EBP SAS, and other AICPA activities that may affect your EBP audit practice.


10 Common Issues in Managing Retirement Plan and Fiduciary Risk – Best Practices prescribed by ERISA Counsel and Plan Auditors Credits: 1.0 SK

Eric Ernest, CPA
McConnell & Jones
Washington, DC
Adam Meehan, LLM
Smith & Downey
Baltimore, MD

A look at a breadth of issues related to fiduciary responsibility covering plan governance, tax qualification, plan design and more. These are insights and best practices shared by ERISA Counsel and a Benefit Plan Auditor based on their observations and experience.

Creates awareness of fiduciary risk amongst plan management and those charged with governance; covers the most common issues noted by law and audit practitioners related to plan management and fiduciary risk; provides practical solutions and best practices to avoid or fix these issues; provides guidance for audit practitioners for identifying and assessing audit risk related to plan governance and management.

Accounting & Auditing Update Credits: 1.0 AA

Mary M. Prange, CPA
Partner / Calibre CPA Group, PLLC
Bethesda, MD

This program will highlight recent accounting standards updates, auditing standards updates, and other issues related to Employee Benefit Plans. A basic - intermediate understanding of employee benefit plans and auditing are required for complete comprehension of material.

Several new Accounting Standards Updates related to employee benefit plans Changes for Limited Scope audits New Multi-employer chapter of Employee Benefit Guide.

Closing Remarks

Richard L. Ruvelson, J.D.
Principal / WithumSmith+Brown, PC
Bethesda, MD

Conference Site

American University Wash Coll. of Law
4300 Nebraska Ave., NW
Washington, DC 20016

Standard Registration

$299 GWSCPA Members, $399 Non-Members


Cancellation by registrant / refund policy

If you are unable to attend a seminar or conference, please notify us as soon as possible.

The GWSCPA cancellation and refund schedule for offsite events is as follows:
100% refund minus $150 processing fee within 4 weeks (20 business days) of the event
75% refund within 3 weeks (15 business days) of the event
50% refund within 2 weeks (10 business days) of the event
No refund to be issued if cancellation is 9 business days, or less, of the event date
*Substitutes will be accepted, in writing to GWSCPA, up to 2 business days prior to the event date (see below for details).
* Non-member substitutes will be charged the fee difference if they are substituting for a member-discounted registration.

Refunds in the same form of tender as the original purchase minus the processing fee. Payments made by check will be refunded via check within 30 days of cancellation.

*Cancellations and/or substitutions must be submitted in writing and sent to Kari Bedell at:

For more information on how to become a sponsor for this event, please contact Ashley Fearn: 202-347-5520 or afearn@gwscpa.org