Wednesday, May 21, 2025
8:00 am-9:15 am
A - All Things DOL From a CPA and Lawyer Perspective
Credits: 1.5 AI
Anne E. Morris, CPA
Windham Brannon, PC
,
Atlanta, GA
Jodi L. Green, Esq.
Tatum Hillman & Powell
,
Atlanta, GA
In this session you will receive an update on current DOL topics as well as learn how to keep your clients in compliance with DOL standards and help them avoid costly pitfalls in their retirement plans.
9:25 am-10:40am
B - Accounting & Auditing Update for Employee Benefit Plans
Credits: 1.5 AO
Anne E. Morris, CPA
Windham Brannon, PC
,
Atlanta, GA
Melissa C. Herbert, CPA
Partner
/
Warren Averett, LLC
,
Atlanta, GA
Discuss recent audit and accounting standards that impact employee benefit plan audits. Reflect on the 2024 audit season and areas to focus on for 2025 audits, including a refreshed discussion on investments and fair value methodology.
10:50am-12:05pm
C - SECURE 2.0: Current Status, Successes, and Challenges
Credits: 1.5 AI
Ilene H. Ferenczy, J.D., CPC, APA
Ferenczy Benefits Law Center LLP
,
Atlanta, GA
Examine where we stand with portions of SECURE 2.0 that are currently effective. New regulations will be discussed, as well as open questions and what's still to come.
12:50pm-2:05 pm
D - Practical Applications for EBP Testing: Where the Rubber Meets the Road
Credits: 1.5 AI
Candace A. Jackson, CPA
Moore Colson CPAs and Advisors
,
Atlanta, GA
Nathan S. Lummus, CPA
Partner of Audit and Advisory Service
/
MJCO, LLC, DBA Marshall Jones
,
Alpharetta, GA
Cover practical ideas for planning, sampling, working with various record keepers, contribution testing, participant data testing, loan testing, compliance testing and reporting. Also, discuss what good work looks like and how to avoid the pitfalls that often plague benefit plan audits.
2:15 pm-3:05 pm
E - Data Analytics Revolution: Transforming Employee Benefit Plan Audits Through Technology
Credits: 1.0 AI
Perfect for practitioners seeking to modernize their audit approach, this session bridges the gap between traditional auditing methods and emerging technological capabilities in employee benefit plan audits. Explore how advanced data analytics are revolutionizing traditional approaches through real-world applications. Attendees will understand:
• How SAS 142 and its Appendix A guide the integration of data analytics into audit processes.
• Techniques for implementing risk-based testing approaches using analytics.
• Current tools and technologies available for audit analytics.
• Apply data analytics concepts through a practical case study demonstrating how to identify and investigate audit risk areas in employee benefit plans.
3:15 pm-4:05 pm
F - Lightning Round Audit Panel
Credits: 1.0 AI
Jeffery J. Seay, CPA, CIT
Managing Partner
/
Seay & Weissinger, LLC --
,
Atlanta, GA
Anne E. Morris, CPA
Windham Brannon, PC
,
Atlanta, GA
Melissa C. Herbert, CPA
Partner
/
Warren Averett, LLC
,
Atlanta, GA
Wrap up the day and get your most challenging questions on employee benefit plans answered by experts in the field.
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