Events & Webinars

Accounting & Auditing Institute for Employee Benefit Plans

Date	June 23 – 25, 2025
Type	In-Person
Location	Renaissance Nashville Hotel, Nashville TN

The Accounting and Auditing Institute for Employee Benefit Plans is the leading conference for professionals who audit employee benefit plans. Taking place June 23–25, 2025, in Nashville, Tennessee, this event offers timely updates on reporting and disclosure requirements, opportunities to exchange insights with peers, and continuing professional education credits.

Anders team members Jeanne Dee, CPA/CGMA, Christopher Madison, CPA, CFF, will be presenting, and Stephanie Jones, CPA, will participate in a panel discussion.

SESSION | Accounting and Auditing: Key Updates and Insights for 2025

Monday, June 23 | 10:30 – 11:45 AM

This session will review the latest accounting and auditing topics, including:

2025 updates to the AICPA Audit and Accounting Guide for Employee Benefits Plans (EBP Guide)
Quality management standards
Peer review hot buttons
Risk assessment
Form 5500 changes

Jeanne Dee, CPA/CGMA | Partner, Audit and Assurance

Presenting with Eileen Brassil, CFE, CPA | Partner, Legacy Professionals LLP

SESSION | Building the Audit Team

Monday, June 23 | 2:45 – 4:00 PM

In an ever-changing environment, it is crucial to keep abreast of forces at play that impact the profession. A panel of professionals will lead a discussion addressing:

What audit teams will look like
- Aligning skill sets
- Other skills needed on the team
- Maximizing efficiencies
- Interacting with the client
How and where to find talent
Role of technology in creating efficiencies
What is considered material.

Christopher Madison, CPA, CFF | Partner, Audit and Assurance

Presenting with Susan Weaver, CPA | Principal at WithumSmith+Brown, PC
and
Lonnie Maxwell-Cook, CPA, CCIFP | Partner, Taft-Hartley Vertical Leader, Plante Moran

SESSION | Guided Open Forum

Tuesday, June 24 | 2:45 – 4:00 PM

This session will feature a panel of professionals who will address topics submitted by the audience throughout the first two days of the conference, plus a few additional topics of current significance. Take advantage of this great opportunity to share stories with other practitioners and hear about others’ successes and failures.

Stephanie Jones, CPA | Partner, Audit and Assurance

Panel also features David Evangelista, CPA, CGMA
and
Michael Auerbach, CPA | Chief Accountant, Employee Benefits Security Administration (EBSA), Retired United States Department of Labor

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