Are You Audit Ready? The Best Practices for Your Benefit Plan Audit Webinar

 

Live Webinar

Are You Audit Ready?

The Best Practices for Your Benefit Plan Audit

Join Us Thursday, February 14, 2019 11:30 a.m. (CST)

The CPAs of McConnell & Jones invite you to a complimentary live webinar focused on audit readiness for employee benefit plans. During this informative seminar, our professional auditors will review tips and best practices to successfully prepare your benefit plan for its next audit.


Learning Objectives

At the end of this webinar, participants should be able to:

  • Identify the most common processes needed to prepare for an audit.
  • Understand the issues that would pose audit delays.
  • Learn how plan management can avoid or abate commons issues identified during audit preparation.
  • Recognize the top requests that auditors desire to get the audit process started.

Presenters:

Michelle Brumfield, CPA
Director
Employee Benefit Plan Assurance

Michelle Brumfield,CPA serves as the Employee Benefit Plan Audit and Compliance Director. She has the unique experience required for managing numerous employee benefit plan audits and consulting with both publicly held and privately owned employee benefit plan sponsors. Michelle has over 22 years of experience in accounting and financial audits for a variety of industries and employee benefit plans. This includes defined contribution plans, defined benefit plans, health and welfare plans with a section 401(h) arrangement, and master trust investment accounts. Connect with Michelle on Twitter or LinkedIn.

 

 

 

 

 

 

Sharjeel Ahsan, CPA
Senior Audit Manager
Employee Benefit Plan Assurance

As a senior manager on our employee benefit plan assurance team, Sharjeel has more than 12 years of experience in accounting and financial audits for a variety of industries and employee benefit plans. He has planned and supervised numerous audits of defined contribution (401(a), 403(b), 401(k)) plans (including plans requiring Form 11-K filings), defined benefit (traditional pension and cash balance) plans, health and welfare plans, and master trust investment accounts. Sharjeel leads the Form 5500 preparation services and has assisted several clients with the DOL & IRS voluntary correction programs.

Connect with Sharjeel on LinkedIn or follow him on Twitter.

 

 

 


Additional Details: 

Location:

Virtual Training- Register Today for Participation Instructions 

Fee/Cost:

Complimentary

Who Should Attend:

Plan sponsors, members of plan management as well as financial and HR professionals who specialize in the management and accounting for employee benefit plans.  

Program Level:

Intermediate

Total CPE:

1 CPE from National Association 
of State Boards of Accountancy

1 PDC for the SHRM-CPSM or SHRM-SCPSM

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Complaint Resolution: Any complaints should be directed to Michelle Brumfield using any of the following contact methods: Office Telephone: 713.968.1655, E-mail: mbrumfield@mjlm.com, US Mail: 4828 Loop Central Dr., Suite 1000, Houston, TX 77081. McConnell & Jones will make every effort possible to investigate the cause of all complaints and to take any corrective action that may appropriate. McConnell & Jones LLP is registered with the National  Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.