Total Credits: 8 including 2 Accounting - Technical, 5 Auditing- Technical, 1 Information Technology - Technical
The Mega CPE Conference is FICPA's premier learning and networking experience. Attendees will participate in a wide-ranging series of sessions, keynote addresses from experts in the field, and networking opportunities with hundreds of fellow CPAs and finance professionals. The Mega CPE Conference is an immersive, comprehensive training experience designed to give you the tools and networks you need to succeed. Attend in person or join us online via simulcast.
Wednesday, June 12, 2019
Event Opens
7:30am-8:15am
Introduction & Opening Remarks
7:55am-8:15am
The Human Behavior Aspect of Cybersecurity - Cautionary Tales to Mitigate Risk (Credits: 1.0 AA)
8:15am-9:05am
Christophe Réglat
President/CEO / Coaxis International
Tallahassee, FL
Today’s technological advances allow businesses to be more efficient than ever before. But, it also increases the threats from cybercriminals. This program will explore how hackers use social engineering and explain how it works, how to prepare for it, and how to protect your firm.
Peer Review of EBP & Effect of "the Bolded" (Credits: 1.0 AA)
9:10am-10:00am
Gwen Stoute, CPA
Assurance Partner, ERISA Leader / Hogan Taylor LLP
Fayetteville, AR
AND
Jean M. Malis, CGMA,CPA
Partner / Hancock Askew & Co LLP
Norcross, GA
Peer Review Checklist Walkthrough - Avoiding the No’s
During your inspection, getting a “NO” response on the checklist from your peer reviewer could result in written comments – or even a non-conforming engagement. Either of these may have negative ramifications – to you, the engagement and/or your firm. We will explore the new "bolded" questions on the peer review checklist and what to do to avoid getting a “NO” answer to any of these questions. Practical solutions will be presented.
Fraud in EBP-How to Tell if There's a Hand in the Cookie Jar (Credits: 1.0 AA)
10:15am-11:05am
Robert A. Lavenberg, CPA, JD, LLM
President / ERISAworks, LLC
North Wales, PA
There is fraud in employee benefit plans! Where and how can fraud occur? What are some new exposures and risks for plans? This session will discuss protecting plan data and communicating fraud findings to the plan sponsor.
IRS and DOL Correction - EBP (Credits: 1.0 AA)
11:10am-12:00pm
Bret Hamlin
Shareholder / Hill Ward & Henderson
Tampa, FL
AND
John Burgess, CPA,Esq.,LLM (TAX)
Partner / Shumaker, Loop & Kendrick, LLP
Tampa, FL
We will discuss the types of errors that frequently occur in qualified retirement plans along with the correction programs that have been published by the IRS and DOL that can be used to fix them.
Lunch Break - No Presentation
12:00pm - 1:00pm
Common EBP Errors and How to Correct Them (Credits: 1.0 AA)
1:00pm-1:50pm
Robert A. Lavenberg, CPA, JD, LLM
President / ERISAworks, LLC
North Wales, PA
This session will highlight and examine the Top 10 most common retirement plan operational errors that result in compliance, audit and tax issues. Also, an overview of the IRS and DOL correction programs will be included.
Deparment of Labor Update for EBP Audits (Credits: 1.0 AA)
2:10pm-3:00pm
Marcus Aron, CPA, CGMA
Senior Auditor / US Department of Labor, EBSA
Washington, DC
What’s going on at the DOL that will impact the upcoming is season’s benefit plan audits? Marcus Aron from the DOL’s Office of Chief Accountant will share with you:
• what’s going on at the DOL’s Office of the Chief Accountant;
• the importance of knowing what you know and what you don’t;
• which pitfalls most often plague benefit plan audits and result in rejection of Form 5500 filings; and
• the Department’s latest reporting compliance initiatives.
FASB Update (Credits: 2.0 AA)
3:15pm-4:45pm
Mary Mazzella
Senior Project Manager / Financial Accounting Standards Board
Norwalk, CT
This session will provide an update on the various projects currently on the Financial Accounting Standards Board's Technical Agenda and recently completed projects.
Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase |
MEGAWEB1 EZ Materials (4.7 MB) | Available after Purchase |
Christophe Réglat founded Coaxis, a Florida corporation, based in Tallahassee, in 2002. Coaxis originated as an application service provider (ASP), offering businesses access over the Internet to applications and related services that would otherwise have to be located on their own business computers. ASP has evolved to cloud computing, and more distinctly to managed data hosting services for Coaxis.
As President and CEO, Christophe leads the Coaxis team, serving clients in all 50 states, Canada, and India. Coaxis focuses provision of its managed hosting services to the financial, healthcare, criminal justice, and legal professions. The company maintains the highest levels of security and regulatory compliance for these targeted industry sectors through the ownership and operation of Coaxis’ private, single-tenant, data center. The data center features multiple power sources, four generators, four major Internet Service Providers, and has more than 10 levels of security to access the data center.
Professionally, Christophe is recognized as an industry expert in managed data hosting and cybersecurity. He is an active Board and Executive Council member for the Florida Technology Council. Christophe serves as a member on the FBI’s Counter-Intelligence Task Force and has been invited to conduct Cybersecurity training with the FBI. Based on the FBI’s recommendation, Christophe serves as the Vice President of the Southeast Chapter of InfraGard. InfraGard is a partnership between the FBI and key members of the private sector which is designed to provide a vehicle for seamless public-private collaboration with government to expedite the timely exchange of information while also promoting mutual learning opportunities relevant to the protection of Critical Infrastructure.
Through his leadership and corporate sponsorship, Christophe has been the driving force for the inception, continued success and growth of the Astronaut Challenge, the national STEM competition for middle and high school students, held annually at the Kennedy Space Center.
In addition to leading Coaxis, Christophe has over three decades of certification and experience as a commercial pilot. As an avid aviator, Christophe enjoys flying for business and personal trips. He is an avid runner and fitness enthusiast.
Prior to founding Coaxis, Christophe worked with Sprint PCS and Ikon Technology Service. Christophe completed his university studies in Marmande, France, majoring in Math, Physics and Biology.
John brings a depth of experience to his law practice. Focused on employee benefit plans, he is a certified public accountant with an extensive tax and accounting background, which includes experience as an auditor with a large accounting firm. Clients draw on John’s ability to take a 360 degree view of their benefit plans and how they affect other areas of their business. His significant experience includes:
He routinely counsels clients on plan documentation (drafting plan documents, SPDs, amendments, and plan administrative procedures), plan qualification, and other benefit plan issues, including tax and fiduciary matters. John regularly represents clients before the Internal Revenue Service (IRS) and Department of Labor (DOL) in benefits matters. In addition, clients draw on his wide-ranging experience in benefits issues in the context of business mergers and acquisitions, including assistance with due diligence on benefit plans sponsored by an acquired company.
Currently, John devotes a significant portion of his practice to ESOPs, advising clients on matters such as plan design, distribution policies, the structure and implementation of ESOP transactions, and administration matters. Active within the ESOP community, he frequently presents on ESOP issues at national and regional conferences.
Practicing for more than 15 years, John is also well-versed in individual, corporate, partnership, and estate and gift taxation issues at both the federal and state levels. He uses such knowledge to assist clients in tax planning and compliance issues, including matters for international employees and non-profit organizations.
Clients value John’s significant experience assisting in the correction of errors in both qualified and non-qualified retirement plans, including representing clients in Voluntary Compliance Program applications before the IRS. He regularly assists clients with executive employment agreements, severance agreements, change in control agreements and non-qualified deferred compensation plans, including compliance with Internal Revenue Code Sections 409A, 457(b) and 457(f).
Mr. Aron has thirty years of experience in working with audits of ERISA-covered plans. He is responsible for the day-to-day implementation of EBSA’s CPA Firm Inspection Program, providing technical assistance to plan filers and plan professionals, and providing ERISA-related accounting and auditing expertise within EBSA.
Mr. Aron is a certified public accountant and holds a B.B.A. degree with a major in accounting from the College of William and Mary in Virginia.
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