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Tuesday, April 9, 2024 Live Webcast

Common Deficiencies in EBP Audits (X2-42606)

9:30 AM - 11:30 AM EDT
webcast

Vendor Platform

2 CPE Credits in AA

OVERVIEW

During this presentation, the most common mistakes made by employee benefit plan auditors, as well as plan sponsors will be identified. Best practices for handling specific issues that arise during the course of the engagement will also be explored.

DESIGNED FOR

Practitioners working with employee benefit plans

BENEFITS

After attending this presentation, you will be able to...

  • Identify and address common peer review issues
  • Recognize and avoid mistakes made by plan sponsors
  • Apply best practices to prevent audit mistakes

HIGHLIGHTS

The major topics covered in this course include:

  • Employee benefit plans
  • Audit procedures and documentation

COURSE LEVEL

Intermediate

PREREQUISITES

Knowledge of and experience with Employee Benefit Plan audits

ADVANCE PREPARATION

None

INSTRUCTOR

Melissa Critcher

Melissa G. Critcher, CPA, PC

AICPA/Professional Development Institute

Melissa G. Critcher attended Appalachian State University where she received a BS in Accounting. Throughout the course of her career, she has had the opportunity to work with small and large, local and regional firms across North Carolina. Currently, Melissa has her own practice located in Charlotte, NC. She has extensive experience in auditing and accounting, which includes manufacturing, professional service, healthcare, and retail industries with a specialization in employee benefit plans. Currently, her practice concentrates on auditing employee benefit plans and consulting with CPA firms and plan sponsors. Melissa’s experience has led to various opportunities, which include teaching numerous continuing professional education courses for the AICPA, NCACPA, Surgent McCoy, and CPA firms, as well as, public and privately held entities. She has been repeatedly recognized as an outstanding discussion leader by the AICPA and NCACPA. Melissa has also authored several different courses for the AICPA, Surgent McCoy and others on topics ranging from employee benefit plans, internal controls, and compilation and review engagements. Throughout, the course of her career, she has served in various roles with both the NCACPA and AICPA. These positions include serving as a member of the NCACPA Board of Directors, committee member for the NCACPA Accounting and Attestation Committee, as well as, local chapter positions for the NCACPA. For the past six years, Melissa has also served as a volunteer on the AICPA Technical Standards Committee for Employee Benefit Plans which is responsible for evaluating referrals from the Department of Labor for deficient audits and makes recommendation for disciplinary actions.