Preparing Your Firm for 2007 EBP Audits –
For Firm EBP Designated Partners
January 30, 2007
1:00 p.m. - 2:30 p.m. Eastern Time
Dear Center Members
Enter the Forum
This alert contains dial-in instructions for participating in the upcoming EBPAQC Live Forum on Preparing Your Firm for 2007 EBP Audits- For Firm EBP Designated Partners, to be held on Tuesday, January 30, 2007, from 1:00 pm to 2:30 pm Eastern Time. This event is specifically designed to assist you, as your firm's designated EBP audit partner, in planning for the 2007 employee benefit plan audit season.
Topics will include:
- Partner involvement in the EBP audit planning process
- Key issues for 2007 EBP audits
- How your firm should prepare for 2007 audits
- New auditing, accounting and regulatory developments
- Audit challenges and common deficiencies
- EBP tools and resources every firm should have
The presenters for this live forum will be EBPAQC Executive Committee members Becky Miller, Partner, McGladrey & Pullen LLP; David Evangelista, Partner, Goldstein Lieberman & Company LLC; and Diane Wasser, Partner, Amper Politziner & Mattia PC.
You will be able to ask questions via email during the call. Those questions will be addressed by the speakers in a question and answer session at the end of the presentation. Please email your questions at any time prior to or during the call to firstname.lastname@example.org. We encourage you to submit questions in advance.
To log on to the call on January 30, 2007:
- At or a few minutes before 1:00 p.m. Eastern Time, please call the toll-free number 1-866-802-4324.
- The operator will ask you for the Conference ID number or the name of the call: 1034382 or EBPAQC Designated Partner 2007 Planning.
- The operator will then connect you to the conference. You will hear music until the conference call starts.
During the Call:
- If you experience technical difficulties at anytime during the call, press *0, and the operator will assist you.
- If you have any other difficulties during the call, please call 202-434-9207.
After the Call:
We will archive on our website an audio file of the call, which will be available for you and others in your firm to listen to after February 15, 2007.
Attached to this Alert are PowerPoint slides that will be used in the presentation. Please download or print the slides prior to the call so that you can follow along with the speakers. For our exclusive member's use, we have also attached the following EBPAQC reference tools:
No CPE is offered for participating in this EBPAQC Live Forum. The EBPAQC Executive Committee offers members these free informational and informal live forums in the conference call format with no registration required. They are not designed or intended to meet formal CPE requirements. The Center supports CPE opportunities for members through formal webcasts and the national EBP conferences.
The EBPAQC previously sponsored a 2007 planning live forum for audit managers and in-charges on January 8, 2007. The presentation materials and audio recording of this call are currently available on the Center website at www.aicpa.org/ebpaqc under "Past Events".
Thank you for "attending" this important event. We hope you find the call informative and helpful in preparing for your 2007 EBP audit season.
AICPA Employee Benefit Plan Audit Quality Center
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As a member of the Center, your firm will receive periodic updates on important developments related to employee benefit plan auditing as well as the activities of the Center. To stay abreast of these and other relevant events, please visit the Center Web site at www.aicpa.org/EBPAQC. Also, we welcome any suggestions or questions—please send them by e-mail at EBPAQC@aicpa.org.
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If you do not wish to receive emails from the Employee Benefit Plan Audit Quality Center, please e-mail us at EBPAQC@aicpa.org.
Members of the Employee Benefit Plan Audit Quality Center (EBPAQC) may only reproduce and distribute EBPAQC e-alerts internally within the firm to other Center member firm personnel as part of the firms' professional services. For information about permission to copy any part of these documents for redistribution or inclusion in other work, please click on the copyright notice at the bottom of the page or phone the AICPA copyright permission hotline (919) 402-4031.
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