Marjorie Heap, CPA
Eide Bailly LLP
Minneapolis, MN

Monday, 2:10 pm - 3:00 pm
E1. Unique Considerations for Auditing DB Plans and ESOPs

Monday, 3:15 pm - 4:30 pm
F1. Panel Discussion

Debra Linder, JD/MA, CPA
Fredrikson & Byron, P.A.
Minneapolis, MN

Monday, 11:00 am - 11:50 am
C1. Plan Documentation and Retention Policies

Rachel Rafik
Grant Thornton LLP
Oklahoma City, OK

Monday, 12:40 pm - 1:55 pm
D1. Navigating SOC 1 Reports: A Guide for Employee Benefit Plan Audits

Monday, 3:15 pm - 4:30 pm
F1. Panel Discussion

Alicia Schmidt, CPA
CliftonLarsonAllen LLP
Minneapolis, MN

Monday, 9:30 am - 10:45 am
B1. Audit Pitfalls: Experiences From the Field

Monday, 3:15 pm - 4:30 pm
F1. Panel Discussion

Debbie Smith
Grant Thornton LLP
Chicago, IL

Monday, 9:30 am - 10:45 am
B1. Audit Pitfalls: Experiences From the Field

Speaker(s) TBD

Monday, 8:00 am - 9:15 am
A1. Department of Labor Update

Monday, 3:15 pm - 4:30 pm
F1. Panel Discussion