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Advanced Auditing of Employee Benefit Plans: Analysis, Evaluation, and Testing
Technology
CPE Self-study

Advanced Auditing of Employee Benefit Plans: Analysis, Evaluation, and Testing

Enhance your existing knowledge in evaluating audit outcomes and strategy for defined contribution, defined benefit, and health and welfare plan audits. In this CPE course, explore how assessing audit evidence is an important step in evaluating the engagement objectives related to an employee benefit plan audit.

$75 - $95
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Auditing

Level

Advanced

CPE Credits

1.5

Author(s)

Melissa G. Critcher, JulieAnn C. Verrekia, Alice Evans

Availability

1 year

Learning Outcomes
  • This course will prepare you to do the following:
  • Formulate a strategy for delivering on engagement objectives.
  • Assess procedures necessary to meet engagement objectives.
  • Assess if the information and evidence collected supports the engagement objectives.
  • Evaluate an assessment of results from the analysis or tests performed.
Key Topics
  • EBP audit strategy
  • Audit evidence
  • Evaluating test results
Product Details

Understanding an employee benefit plan's audit strategy and how engagement results are evaluated is paramount in completing the EBP audit engagement. This module is part of Advanced Auditing for Employee Benefit Plans. This interactive online self-study course covers many of the same competencies found on the advanced employee benefit plans audit certificate exams . To learn more, visit the Employee Benefit Plans Audit Certificate Programs website for more information on the certificates and additional learning options.

In this new CPE course, you will explore opportunities to efficiently validate information in all areas of an EBP audit. Learn to increase your audit efficiency in an employee benefit plan audit by performing exercises related to gaining audit evidence. Collecting proper data contributes to audit quality and efficiency.

Enhanced On-Demand Format

This enhanced on-demand format incorporates all available features including full audio, 3D animation, and video to improve the learning experience by leveraging technology and social platforms for peer-to-peer engagement. "Whiteboarding" and interactive exercises offer a dynamic presentation of relevant content that help the learner master the desired learning outcomes.

Who Will Benefit
  • Auditors from small to large firms interested in enhancing their intermediate to advanced competencies in employee benefit plan auditing
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$95.00
AICPA Members
Online
$75.00

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Credit Info
CPE Credits
Online
1.5
NASBA Field of Study
Auditing
Level
Advanced
Prerequisites
Prior experience auditing DC, DB, or H&W benefit plans
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Instructors
Melissa G. Critcher
CPA
Melissa is a member of both the American Institute of Certified Public Accountants (AICPA) and the North Carolina Association of Certified Public Accountants (NCACPA). She has served in various roles with the NCACPA including member of the Board of Directors, committee member for the Accounting and Attestation Committee as well as local chapter positions. Melissa's background in accounting includes more than 19 years of experience in public accounting specializing in auditing defined contribution and defined benefit employee benefit plans as well as manufacturing, distribution and professional service organizations. Her public accounting experience includes a position as a senior audit manager with Greer & Walker, LLP in Charlotte, North Carolina, a manager at a regional firm in Raleigh, North Carolina prior to re-locating to Charlotte. Melissa also worked with a local firm in Winston-Salem. During her career, Melissa has been responsible for managing the employee benefit plan niche, marketing and business development and conducting in-house training seminars. Currently, she has her own practice located in the Charlotte, NC area where she concentrates her work on employee benefit plan audits and consulting. Melissa has been recognized as an outstanding discussion leader for both the AICPA and the NCACPA. In addition to teaching courses for the associations, Melissa has also authored several publications for the AICPA and the NCACPA. Melissa is a 2014-15 recipient of the AICPA Outstanding Instructor Award.
JulieAnn C. Verrekia
CPA
"Julie has more than 20 years of experience in accounting and auditing specializing in employee benefit plans. Julie is a former managing director of the employee benefit plan practice in the Philadelphia office of PricewaterhouseCoopers LLP. Julie's responsibilities included serving Fortune 500 clients as well as major financial services firms. She also was responsible for employee benefit plan quality issues for the southeast region of PwC and was a key member of a team of national office employee benefit plan specialists who oversaw the development of practice aids and training for the entire firm. Our director of quality control, Julie assists the AICPA in writing employee benefit plan publications including Audit and Accounting Guide Employee Benefit Plans."
Alice Evans
CPA, CGMA
Alice has been a CPA since 1985 and has specialized in ERISA benefit plan audits since 1999. Her current firm specializes in audits of ERISA plans, preparation of financial statements for ERISA plans, and work related to peer review and firm inspections of ERISA practices. Prior to the formation of her current firm in 2008, she was an audit executive with EBP practice of a Big Four firm. Alice enjoys meeting and talking with other EBP practitioners about their work and their lives. She and her family are the fifth generation living on their family farm in Missouri, where she enjoys cutting grass, looking after her livestock and viewing the night skies.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Advanced Auditing of Employee Benefit Plans: Analysis, Evaluation, and Testing
Select from the following options:
Online
$95.00
Nonmember Price
$95.00
Price excluding sales tax
$95.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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