WEBINAR: Plan Sponsor Compliance Check-Up
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WEBINAR: Plan Sponsor Compliance Check-Up

9/16/2019
When: Monday, September 16, 2019
12:00 PM - 1:00 PM
Where: GoToWebinar
United States
Contact: SHRM-Atlanta
404-442-7335


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Plan Sponsor Compliance Check-up: The key cybersecurity, fiduciary and regulatory updates you need to know

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Overview

Moore Colson CPAs and Advisors invites you to join us for a presentation and Q&A session on the latest cybersecurity, regulatory and fiduciary updates that impact your role and responsibilities as a plan sponsor. 

 

LEARNING OBJECTIVES

  • Become aware of the impact of cybersecurity on EBPs and what you should do about it
  • Get an update on the Hardship Withdrawal Rules under the Bipartisan Budget Act and why it matters
  • Understand the new EBP Auditing Standard (SAS No. 136) that was just issued in July
  • Get a refresher on plan audits and your fiduciary responsibilities

 

Facilitators

Candace Jackson

Assurance Director

Candace Jackson, CPA, is a Director in Moore Colson’s Business Assurance Practice. Candace manages audit and review teams and serves as a practice area leader in the firm's Employee Benefit Plan practice. With over 10 years of experience with employee benefit plans, Candace serves both public and private company plans to ensure compliance with reporting requirements and advise on plan operations. She annually assists clients with 401(k), pension, and health and welfare plans.

Candace’s professional background in public accounting, along with her strong interpersonal and team-oriented skills, complement Moore Colson’s already diversified Business Assurance team. In addition to her expertise in employee benefit plan audits, Candace also has extensive experience serving clients in the transportation, distribution, and services industries.  

 

 

Patrick Daniel

RACS Director

Patrick Daniel is Director of IT Audit and Consulting in the firm's Risk Advisory & Compliance Services Practice. Patrick is responsible for enhancing IT auditing services focusing on Sarbanes-Oxley initiatives, compliance and security governance for many of Moore Colson’s major clients. He also leads many of the firm’s SOC audits and attestation engagements.

Patrick has a Bachelor of Science in Computer Science from Kennesaw State University and holds the CISA, CRISC, and CISSP certifications, and is an active member of the Atlanta Chapters of Information Systems Security Association, and the Information Systems Audit and Control Association. 

 

Leslie Ball

Assurance Senior Manager

Leslie Ball, CPA is a Senior Manager in Moore Colson’s Business Assurance Practice. Leslie is responsible for planning and overseeing all aspects of financial statement audits as well as managing staff members. Leslie’s successful business experience of over 19 years includes serving clients in a wide variety of industries including construction, non-profit, governmental (specifically ERISA), manufacturing, real estate and investment funds.

Leslie specializes in coordination of audit services for clients primarily in the construction industry by planning and organizing engagements, managing the progress of work, maintaining and expanding good client relations, suggesting and implementing planning ideas, performing research, and supervising staff. Leslie’s professional background in public accounting, along with her strong interpersonal and team-oriented skills, complement Moore Colson’s already diversified Business Assurance team.   

 

Pricing

  • SHRM-Atlanta Member: Complimentary
  • Non-Member: $30

Re-certification Credit: (1) HRCI General Credit and (1) PDC SHRM Credit

Who should attend:

Benefit plan sponsors, Business Leaders, HR Departments of One, People Manager