Darlene Finzer, Director of Benefit Plan Audit Services, Rea & Associates to Speak at KC
For further details and updated list of speakers, please visit:
With the heightened scrutiny of employee benefit plan audits today, performing a plan audit in accordance with the Employee Retirement Income Security Act (ERISA) requirements is very crucial. Taking into account all the possible significant penalties and risks for a deficient audit, it is imperative for plan fiduciaries and participants to be mindful of their responsibilities and exercise due diligence in selecting plan auditors.
In this two-hour LIVE Webcast, a panel of distinguished professionals and thought leaders assembled by the Knowledge Group will provide the audience with an in-depth discussion of the significant aspects of Employee Benefit Plan Audits. Speakers will also share their valuable insights on how to effectively carry out auditing procedures, identify and mitigate risks and ensure compliance with employee benefit laws.
Key topics include:
§ Employee Benefit Plan Audits - Fiduciary Responsibility
§ Employee Benefit Plan Disclosure
§ Common Operational Deficiencies
§ Plan Auditor Selection
§ Risk Identification and Mitigation
§ Significant Penalties and Possible Implications
§ Recent Regulatory Updates
§ Best Compliance Practices
About Darlene Finzer
As a principal and the director of Rea & Associate's employee benefit plan audit practice, Darlene helps service providers obtain the tools and education needed to ensure ongoing compliance and continued organizational improvement. As a principal and the director of Rea & Associate's employee benefit plan audit practice, Darlene helps service providers obtain the tools and education needed to ensure ongoing compliance and continued organizational improvement.
Considered by many to be a thought leader in the fields of employee benefit plan audit requirements, retirement readiness, fiduciary responsibility and retirement plan compliance, Darlene has been recognized as the inaugural Accountant of the Month by Accounting Today; was chosen as inaugural recipient of Rea & Associate's Chet Stocker Award for Service to the Profession, and was recognized for her accomplishments by Kent State University Tuscarawas, her alma mater, as a Distinguished Alumni.
Darlene is a member of the Kent State University Tuscarawas' Accounting Advisory Committee; a board member and volunteer with the Full Life Center; a member and chairwoman of the Moore Stephens North America Employee Benefit Plan Special Interest Group; and a member of the planning committee and volunteer for the local Walk to End Alzheimer's group. She has also been invited to share her expertise as a presenter for events with the National Association of Public Treasurers, Employee Benefit News, the International Society of Certified Employee Benefit Specialists, The Knowledge Group and the Millennial Leadership Exchange's first annual Women's Success Series.
An active OSCPA member, Darlene has served on several committees since joining the organization in 2009 and is frequently invited to present at the society's annual employee benefit plan audit conference.
About Rea & Associates, Inc.
Since 1938, Rea & Associates, a regional CPA and consulting firm, has served thousands of businesses and individuals throughout Ohio. Consisting of more than 200 bright professionals in 11 offices across the state, Rea & Associates is the go-to resource for businesses in the construction, government, healthcare, manufacturing, oil & gas and not-for-profit industries - as well as family businesses - by providing them with innovative accounting, audit, tax and consulting solutions.
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. Its mission is to produce unbiased, objective, and educational live webcasts that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format.
The Knowledge Group, LLC