Accounting & Auditing Institute for Employee Benefit Plans

Date June 15 – 17, 2026
Type Hybrid
Location Hilton San Diego Bayfront, San Diego, CA

The Accounting and Auditing Institute for Employee Benefit Plans is the leading conference for professionals who audit employee benefit plans. Taking place June 15–17, 2026, in San Diego, California, this event offers timely updates on reporting and disclosure requirements, opportunities to exchange insights with peers, and continuing professional education credits.

Anders team members Stephanie Jones, CPA, and Stephen Kohler, CPA will each present at separate sessions during the conference, sharing their expertise on key industry topics

SESSION | Preparing to Lead—Becoming a Leader in the Accounting Profession

Tuesday, June 16 | 10:30 – 11:45 AM

This session will help working professionals develop the skills they need to become the next generation of leaders. Insights into the following will be discussed.

  • How to interact with the board of trustees and other plan professionals
  • How to add value beyond the audit
  • Using professional judgement
  • Navigating organizational culture
  • Working across generations.

Stephanie Jones, CPA | Partner, Audit and Assurance

Presenting with Michael Tiberi | Partner, Legacy Professionals LLP

SESSION | Artificial Intelligence in Accounting: Practical Uses and Emerging Trends

Wednesday, June 17 | 9:00 – 10:15 AM

Join this overview of how artificial intelligence can be utilized in accounting, with a focus on practical, real-world applications across key processes. The discussion highlights current uses, benefits, risks and emerging trends shaping the profession.

Stephen Kohler | Senior Manager, Audit and Assurance

Presenting with Michael Condon | Director of Sales, Audit Trullion

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