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Sunday, September 25, 2011

2:00 PM - 4:00 PM
Track: Pre-Conference Workshop: CFO View Track

CFO PRE-CONFERENCE WORKSHOP: EMPLOYEE BENEFIT PLAN AUDITS - CFO'S RESPONSIBILITIES (2 CPE CREDITS)

Gary Broder, Senior Partner, SALIBELLO & BRODER
Hosanna Custodio, Audit Manager, SALIBELLO & BRODER
Bob Hamilton, Senior Audit Manager, SALIBELLO & BRODER

This session is a must-attend for every CFO taking an active role in the administration of their company’s employee benefit plans.  This session will provide the foundation every CFO needs in order to properly weigh-in on their company’s employee benefit plan audits and oversight.

  • What every CFO should expect in the annual audit of their Employee Benefit Plan (EBP)
  • Fiduciary Responsibilities
  • Regulatory Filings
  • DOL Expectations
  • 401(k) Diagnostics
  • Speaking the Language of the EBP Professionals
  • Investment Oversight
  • Risk Assessment

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