Live Session: What Fiduciaries Need to Know about Administering Employee Benefit Plans​ , April 27

AAFCPAs’ Annual Nonprofit Educational Seminar is Virtual Again in 2022!

AAFCPAs is offering a full day of educational content (9am – 3pm) designed to educate, challenge, and inspire nonprofit professionals! As a client and/or friend of AAFCPAs, your registration is complimentary.

Featured Session: What Fiduciaries Need to Know about Administering Employee Benefit Plans​ (2:20pm – 2:35pm)

Leaders in AAFCPAs’ Employee Benefit Plan Audit & Consulting practice, Shawn Huxley and Davide Villani, provide attendees with what they need to know about their obligations to provide promised benefits and to satisfy ERISA’s requirements for managing and administering private retirement and welfare plans. This includes an overview of a new AICPA Statement on Auditing Standards enacting new requirements in all phases of an audit of ERISA plan financial statements (EBP audit), including engagement acceptance, risk assessment and response, communication with those charged with governance, performance procedures, and reporting.

Review the full agenda and join us from wherever you are for AAFCPAs Nonprofit Educational Seminar, which is virtual again on April 27^th.

8:45am – 9:00am | Welcome & Introduction

9:00am – 9:50am | Accounting Standards Update

9:50am – 10:20am | Cybersecurity

10:20am – 10:35am | Break

10:35am – 11:05am | Panel: Insight from CFOs on Data Use

11:05am – 11:45am | Building a Best-In-Class Finance Function

11:45am – 12:00pm | What’s New at AAFCPAs

12:00pm – 12:35pm | Lunch Break

12:35pm – 1:05pm | Nonprofit Tax Update: Insight from AAFCPAs’ Tax Consulting Attorneys

1:05pm – 2:05pm | Keynote: Laura Lanzerotti, Partner, The Bridgespan Group!

2:05pm – 2:20pm | Break

2:20pm – 2:35pm | What Fiduciaries Need to Know about Administering Employee Benefit Plans​

2:35pm – 2:50pm | State of the Market from AAF Wealth Management

2:50pm – 3:00pm | Closing Remarks