Tony Black, RPA, AIF
SevenHills Cleveland Benefit Partners
Bloomington, MN

Monday, 2:50 pm - 3:40 pm
E1. A Retirement Plan Advisor's Insights: Improving Plan Sponsor Consultation

Jeffrey Cairns, JD, CPA
Stinson LLP
Minneapolis, MN

Monday, 3:40 pm - 4:30 pm
F1. Friday Phish Fries: Benefit Plan Fraud and Embezzlement

Marjorie Heap, CPA
Peterson Whitaker & Bjork, LLC
Plymouth, MN

Monday, 12:55 pm - 2:35 pm
D1. Panel Discussion: Ask the Experts

Rebecca Kehr, CPA
CliftonLarsonAllen LLP
Minneapolis, MN

Monday, 9:20 am - 10:10 am
B1. Best Practices in SOC1 Report Reviews and Related Documentation

Monday, 12:55 pm - 2:35 pm
D1. Panel Discussion: Ask the Experts

Donna Massanova, CPA
Baker Tilly US, LLP
Philadelphia, PA

Monday, 10:25 am - 12:05 pm
C1. Understanding the Changes and Impact of the SECURE Act and SAS 136

Monday, 12:55 pm - 2:35 pm
D1. Panel Discussion: Ask the Experts

Lynne McMennamin, CPA
US Department of Labor
Washington, DC

Monday, 8:30 am - 9:20 am
A1. Department of Labor Update

Monday, 12:55 pm - 2:35 pm
D1. Panel Discussion: Ask the Experts