Employee Benefit Plan Virtual Conference
Begins: Ends:
(Check-In 8:30am EST)
Virtual
8.00 Credits
Member Price $359.00
Non-Member Price $519.00
Overview
You could pay $0 for this course!
This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-1856. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.
MassCPAs is excited to bring back our ERISA Conference this spring! Based on feedback from our members, this year’s conference will be presented virtually over two half-days, and is ideal for CFOs and staff, auditors and tax practitioners, plan sponsors and service providers and any professionals working with or managing employee benefit plans. We’ll cover essential information you need to guide your businesses and clients.
Sponsored by:
Tuesday, May 21
General Session
8:55am - 9:00am EDT Welcome and Opening Remarks
This session is available to registrants only.
General Session
9:00am - 9:30am EDT A&A Update
Jake ParenteJake Parente
Jake Parente is an assurance senior manager in the Asset and Wealth Management Practice at PwC’s Boston office. A designated employee benefit plan specialist within PwC’s Employee Benefit Plan Audit Practice, he serves clients relating to employee benefit plans, registered investment companies, collective investment products and other financial services companies. In addition, Parente has served many employee benefit plan clients, including 11-k and non-11-k, full scope and limited scope audits, and defined contribution and defined benefit plans, in a variety of industries, including asset management, higher education, insurance, biotechnology and computer technology.
Megan Brooks
Megan Brooks is an assurance director at PwC LLP in the asset and wealth management practice, serving clients relating to employee benefit plans, registered investment companies, collective investment products, hedge funds and other financial services companies. Additionally, she is a designated employee benefit plan specialist within the PwC LLP employee benefit plan audit practice. Brooks also spent two years in the PwC LLP Sydney, Australia office with a client base including an ASX-listed investment manager, a global investment manager, registered investment products and superannuation funds
This session is available to registrants only.
General Session
9:40am - 10:30am EDT SAS 145 Update
Corey Kohnle, Grant Thornton LLPCorey Kohnle
Corey Kohnle is a director in the New England Employee Benefit Plan Practice with over eight years of public accounting experience. Kohnle’s responsibilities on engagements have included the supervision and review of work performed by senior associates and junior staff; leading communications between the audit team, firm specialists and clients; reviewing financial statements for conformity with U.S. GAAP and identifying control deficiencies, as well as preparing recommendations for improvement to management. Corey’s auditing experience includes investments, contributions, benefit payments, claims, post-retirement benefit obligations, asset transfers, plan mergers, plan spin offs, annuity buyouts and ERISA compliance. She has led and performed financial statement audits for various industries, with a variety of employee benefit plans, including full scope audits and ERISA Section 103(a)(3)(C) audits of 401(k), 403(b), defined benefit plans and health and welfare plans as well as 11k audits.
Jason Eddy
Jason Eddy, CPA, is the practice leader for Grant Thornton LLP’s National Employee Benefit Plan Practice, where he is responsible for providing services to complex employee benefit plan engagements across the U.S. He has extensive experience in dealing with reporting and disclosure issues related to benefit plans and serves as a technical resource for his firm on employee benefit plan auditing, accounting and reporting issues. Eddy has over 20 years of experience leading large employee benefit plan engagement teams and also performing both peer reviews and internal inspections for other employee benefit plan engagements.
This session is available to registrants only.
General Session
10:40am - 11:50am EDT Job SECUREity for Plan Auditors – An Analysis of SECURE 2.0 Act
Barry Beck, Barry D Beck CPA PFS DABFA
This session is available to registrants only.
General Session
12:00pm - 1:00pm EDT Technology Session
Brian Tankersley, K2 EnterprisesBrian Tankersley
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.
Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.
Brian and his family make their home in Farragut, Tennessee.
This session is available to registrants only.
General Session
1:00pm - 1:05pm EDT Closing Remarks
This session is available to registrants only.
Wednesday, May 22
General Session
8:55am - 9:00am EDT Opening Remarks
This session is available to registrants only.
General Session
9:00am - 9:50am EDT Department of Labor (DOL) Update
Michael AuerbachMichael Auerbach
Michael Auerbach, CPA, is chief accountant for the Employee Benefits Security Administration (EBSA), where he is responsible for managing resources and implementing various comprehensive, nationwide enforcement programs relating to certain provisions of the Employee Retirement Income Security Act (ERISA). Auerbach also provides ERISA-related accounting and auditing technical expertise within the EBSA and is the liaison to the American Institute of Certified Public Accountants (AICPA), the Financial Accounting Standards Board (FASB) and other professional organizations. Auerbach provides executive oversight and leadership for the EBSA fiduciary oversight program for the federal government’s Thrift Savings Plan (TSP), the largest defined contribution plan in the world, with assets of in excess of $800 billion and 6.5 million participants.
This session is available to registrants only.
General Session
10:00am - 10:50am EDT Legal and Regulatory Update
David Guadagnoli, Sullivan & Worcester LLPDavid Guadagnoli
David Guadagnoli is a tax partner in the Boston office of the law firm of Sullivan & Worcester LLP. Guadagnoli is a graduate of the Boston University School of Law and has an MBA and an LLM in Tax, also from BU. Guadagnoli specializes in employee benefits and represents employers, individuals and advisors on a wide variety of employee benefit issues. He is well versed in all aspects of retirement plans including nondiscrimination testing issues, plan recordkeeping and conversion issues, fee analysis and fiduciary issues, IRS and DOL audits and the use of self-correction and agency-approved correction programs. Guadagnoli is a regular speaker and commentator at seminars and conferences.
Amy Sheridan
Amy Sheridan is a partner in the Tax Department of Sullivan & Worcester’s Boston office. She concentrates her practice in the employee benefits and executive compensation area and is experienced in addressing documentation and compliance issues for welfare plans (including federal health care reform and HIPAA privacy and security requirements), qualified retirement plans and individual retirement accounts. Additionally, Sheridan designs and reviews nonqualified deferred compensation arrangements, including for compliance with Internal Revenue Code Sections 409A and 457A.
This session is available to registrants only.
General Session
11:00am - 11:50am EDT Plan Corrections
David Guadagnoli, Sullivan & Worcester LLPDavid Guadagnoli
David Guadagnoli is a tax partner in the Boston office of the law firm of Sullivan & Worcester LLP. Guadagnoli is a graduate of the Boston University School of Law and has an MBA and an LLM in Tax, also from BU. Guadagnoli specializes in employee benefits and represents employers, individuals and advisors on a wide variety of employee benefit issues. He is well versed in all aspects of retirement plans including nondiscrimination testing issues, plan recordkeeping and conversion issues, fee analysis and fiduciary issues, IRS and DOL audits and the use of self-correction and agency-approved correction programs. Guadagnoli is a regular speaker and commentator at seminars and conferences.
This session is available to registrants only.
General Session
12:00pm - 12:50pm EDT Peer Review Update
Beth Thorenson
This session is available to registrants only.
General Session
12:50pm - 12:55pm EDT Closing Remarks
This session is available to registrants only.
- Jaimie Adelizzi - Johnson O'Connor (Wakefield, 01880)
- Bedros Aprahamian - AAFCPAs (Westborough, 01581)
- Robin Aronson-Katzman - Miller Wachman LLP (Boston, 02114)
- Kevin Barthel - tonneson + co (Wakefield, 01880)
- Courtney Beliveau - Bollus Lynch LLP (Worcester, 01604)
- Saul Berelowitz - DunlapSLK (Chalfont, 18914)
- Sharon Blazejowski - MP P.C. (Springfield, 01144)
- Jill Blumen - Walter Shuffain (Westwood, 02090)
- Andrew Brown - Downey & Company LLP (Braintree, 02184)
- Anthony Caruso - Worthington, Hughes & Hoar PC (Woburn, 01801)
- Amy Christian - Lombardi, Clairmont & Keegan (Pittsfield, 01201)
- Jordan Cohen - Johnson O'Connor (Wakefield, 01880)
- Ryan Crowley - Lee and Crowley (South Boston, 02127)
- Andrea Crowley - Lee and Crowley (South Boston, 02127)
- Nicholas Czernicki - Greenberg, Rosenblatt, Kull & Bitso li, P.C. (Worcester, 01608)
- Katie Deknikker - Manzi & Associates, LLC (North Andover, 01845)
- Sean Donlan - Johnson O'Connor (Wakefield, 01880)
- Bradley Dumais - Johnson O'Connor (Wakefield, 01880)
- Jill Dunn - Pozerski Hatch & Company, P.C. (Rockland, 02370)
- Tara Ellis - King McNamara Moriarty LLP (Norwood, 02062)
- Sydney Emery - O'Connor Maloney & Company, P.C. (Worcester, 01608)
- Giuseppe Femia - G.T. Reilly & Company (Milton, 02186)
- Derek Fitzgerald - R A Hall & Co LLC (Boston, 02109)
- Lindsay Francoeur - QRGA, LLP (Norwood, 02062)
- Richard French - PKF JND, P.C. (Boston, 02109)
- George Gillmore - Greenberg, Rosenblatt, Kull & Bitso li, P.C. (Worcester, 01608)
- Eric Hall - R A Hall & Co LLC (Boston, 02109)
- Joseph Hastry
- Ben Hoffman - AAFCPAs (Westborough, 01581)
- Yasmine Hubby - Manzi & Associates, LLC (North Andover, 01845)
- David Hurwitz - QRGA, LLP (Norwood, 02062)
- Theresa Hussey - Manzi & Associates, LLC (North Andover, 01845)
- Shawn Huxley - AAFCPAs (Westborough, 01581)
- Janelle Iannone - QRGA, LLP (Norwood, 02062)
- James Johnston - Bollus Lynch LLP (Worcester, 01604)
- Sandy Keegan - AAFCPAs (Westborough, 01581)
- John Keegan - Lombardi, Clairmont & Keegan (Pittsfield, 01201)
- Thomas Kirwin - Sullivan Bille PC (Andover, 01810)
- Linda Kramer - G.T. Reilly & Company (Milton, 02186)
- Nicholas LaPier - LaPier, Dillon & Associates, P.C. (West Springfield, 01089)
- Richard Lombardi - Lombardi, Clairmont & Keegan (Pittsfield, 01201)
- Jeremy Lowell - O'Connor Maloney & Company, P.C. (Worcester, 01608)
- Alfred Magid - Manzi & Associates, LLC (North Andover, 01845)
- Kevin Maguire - Bollus Lynch LLP (Worcester, 01604)
- Matthew Makarski - Pozerski Hatch & Company, P.C. (Rockland, 02370)
- Tiffany Mangiameli - Johnson O'Connor (Wakefield, 01880)
- Gary Marini - Peck Associates PC (Wellesley Hills, 02481)
- Stephen Mason - PKF JND, P.C. (Boston, 02109)
- Mary May - tonneson + co (Wakefield, 01880)
- John McNamara - Sullivan Bille PC (Andover, 01810)
- Alex Mellen - AAFCPAs (Westborough, 01581)
- Matthew Michienzi - LGA, LLP (Woburn, 01801)
- Jeanne Mickel - Manzi & Associates, LLC (North Andover, 01845)
- David Miller - Miller Wachman LLP (Boston, 02114)
- Michael Minton - PKF JND, P.C. (Quincy, 02169)
- Thomas Moretti - PKF JND, P.C. (Boston, 02109)
- Thomas Muldoon - AAFCPAs (Westborough, 01581)
- Monica Needle - King McNamara Moriarty LLP (Norwood, 02062)
- Donna Neely - QRGA, LLP (Norwood, 02062)
- Christine Niland - QRGA, LLP (Norwood, 02062)
- Tina Novo - Sullivan Bille PC (Andover, 01810)
- Sarah Oldham - AAFCPAs (Westborough, 01581)
- Jill Olson - Manzi & Associates, LLC (North Andover, 01845)
- Tyler Peich - LaPier, Dillon & Associates, P.C. (West Springfield, 01089)
- Rebecca Pierce - PKF JND, P.C. (Quincy, 02169)
- Laura Pizzimenti - Bollus Lynch LLP (Worcester, 01604)
- Richard Powell - Greenberg, Rosenblatt, Kull & Bitso li, P.C. (Worcester, 01608)
- Thomas Quin - QRGA, LLP (Norwood, 02062)
- Rachel Retos - Johnson O'Connor (Wakefield, 01880)
- Barbara Rowell - Sullivan Bille PC (Andover, 01810)
- Michael Ryan - Manzi & Associates, LLC (North Andover, 01845)
- John Sartucci - PKF JND, P.C. (Quincy, 02169)
- Adam Shaker - LGA, LLP (Woburn, 01801)
- Ryan Sturgis - Manzi & Associates, LLC (North Andover, 01845)
- Daniel Sullivan - Johnson O'Connor (Wakefield, 01880)
- Jeffrey Swanberg - Bollus Lynch LLP (Worcester, 01604)
- Tampson Tavares - PKF JND, P.C. (Boston, 02109)
- Karina Tomlinson - Johnson O'Connor (Wakefield, 01880)
- Jamie Tong-Chow - tonneson + co (Wakefield, 01880)
- Tracy Vaughan - Goulet Salvidio & Associates PC. (Worcester, 01605)
- Tom Ventullo - Manzi & Associates, LLC (North Andover, 01845)
- Davide Villani - AAFCPAs (Westborough, 01581)
- Dorothy Whalen - National Brain Tumor Society (Newton, 02458)
- Brooke Williams - MP P.C. (Springfield, 01144)
- Mark Wojcicki - Bollus Lynch LLP (Worcester, 01604)
Non-Member Price $519.00
Member Price $359.00