Total Credits: 2 including 2 Auditing- Technical
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. This discussion will help auditors recognize potential pitfalls in audit procedures/documentation and assist plan sponsors with compliance issues.
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Common Deficiencies in Employee Benefit Plans Handout (1.4 MB) | Available after Purchase |
Melissa owns and operates her own firm located in Charlotte, North Carolina that concentrates on audits of employee benefit plans, consulting with CPA firms and plan sponsors and providing professional education training. She has more than 20 years of experience working with employee benefit plans.
Melissa is also a discussion leader for the AICPA, NCACPA, Surgent McCoy, CPA firms, as well as public and privately held entities. She has been repeatedly recognized as an outstanding discussion leader. Melissa has also authored several courses on topics including employee benefit plans, internal controls, risk assessments, and SSARS engagements.
Before dedicating her time to helping clients make sense of their employee benefits plans, Melissa graduated from Appalachian State University with a bachelor of science degree in Accounting. Throughout the course of her career, she has had the opportunity to work with various size firms before settling in the Charlotte area.
Melissa has served in various roles with both the NCACPA and AICPA including serving as a member of the NCACPA Board of Directors and Accounting and Attestation Committee, as well as, local chapter positions. Melissa has also been a volunteer on the AICPA Technical Standards Committee since 2013 which evaluates referrals from the Department of Labor for deficient audits and proposes recommendations for disciplinary actions at both the AICPA and individual state board levels.
Mon, Dec 30, 2024 - 09:00am to 10:46am CST
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Thu, Jan 02, 2025 - 06:00pm to 07:46pm CST
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Fri, Jan 17, 2025 - 01:00pm to 02:46pm CST
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Tue, Feb 11, 2025 - 03:00pm to 04:46pm CST
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Sat, Feb 22, 2025 - 09:00am to 10:46am CST
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Wed, Mar 05, 2025 - 11:00am to 12:46pm CST
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Thu, Mar 20, 2025 - 01:00pm to 02:46pm CDT
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Wed, Apr 02, 2025 - 03:00pm to 04:46pm CDT
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Thu, Apr 17, 2025 - 09:00am to 10:46am CDT
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Sat, May 17, 2025 - 11:00am to 12:46pm CDT
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Mon, May 26, 2025 - 01:00pm to 02:46pm CDT
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Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Group Internet Based
Online Registration
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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