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Benefits of Attending
  • Get the most up-to-date information on plan disclosure requirements.
  • Understand the current issues that impact multiemployer pension and health and welfare plan audits.
  • Network with your peers who face similar challenges, and brainstorm workable solutions.
  • Opportunity to earn meaningful continuing professional education (CPE) credits
Who Should Attend
The Institute is designed for internal and external accountants and auditors who serve employee benefit plans. Sessions will appeal to both new and seasoned practitioners.
Past Sessions Included
  • Economic Update
  • DOL Update
  • Accounting and Auditing Update
  • Auditing Employee Benefit Plans
  • Payroll Auditing
  • Not All Assets Are the Same: Hard-to-Value Assets
  • Lease Standards: Back to Basics
  • Cybersecurity
  • Finding and Mitigating Fraud
  • State of the Accounting Profession for Partners and Managers
  • Preparing to Lead—Becoming a Leader in the Accounting Profession
  • Best Practices
  • Mental Health Support and Suicide Prevention in the Workplace
  • Guided Open Forum—Know Your Toolbelt

The Accounting and Auditing Institute is focused and provides much-needed education in a complicated industry.

Iann Jensen

CliftonLarsonAllen LLP

Pricing

Until May 13, 2024

$1,695.00

US Member

$2,025.00

US Non-member

After May 13, 2024

$1,995.00

US Member

$2,325.00

US Non-member

Join the Foundation!
More than 31,000 members rely on the Foundation to provide comprehensive health care, pension, fiduciary responsibility, investment, retirement security and other benefits education.
Get discounts on educational events, resources to support you in your work, and a community of peers who face the same challenges as you.

Learn More

 

Speakers will be announced soon.

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit www.cebs.org/compliance for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2.