Accounting and Auditing Institute for Employee Benefit Plans

Attend the Accounting and Auditing Institute for Employee Benefit Plans Virtually!

Can't make it to Nashville?—Join us virtually! When you select the virtual option, you have the flexibility of participating in the live sessions as they are scheduled or watching them on demand in the 30 days following the conference. Virtual attendees are also eligible to receive a Certificate of Attendance, provided they meet the same participation requirements as those attending in person. Continuing education credit for professional licenses/designations/certifications is only available for those who attend in person.

Agenda

Monday | June 23, 2025

• Economic Update
• Legal, Legislative and Compliance Update
• DOL Update
• Audits of the Future
• Accounting & Auditing: Key Updates and Insights for 2025
• Building the Audit Team

Tuesday | June 24, 2025

• Mastering Project Management: Essential Skills for Success
• Understanding the Tax Implications of Investments
• Beyond the Payroll Audit—Impact on Financial Statements
• Why Does Audit Planning Matter?
• Recognizing and Mitigating the Latest Fraud Schemes
• Guided Open Forum

Wednesday | June 25, 2025

• Working with the Fund Office: What Fund Staff and Accountants Want From the Auditor
• Leveraging AI in Accounting
• Addressing Industry Challenges: Sharing Best Practices and Building Community