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Efficiently Conducting Employee Benefit Plan Audits

23 June, 2021 13:00 - 14:30 EDT (New York)


Jeff Myers | Cyndi LeBerthon

Managing Partner | Partner-in-Charge, Audit Department

jmyers@cpa-wfy.com | cleberthon@cpa-wfy.com

Details

Start: 23 06 2021
End: 23 06 2021

Event category:
Webinar

Venue:

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Wednesday, June 23, 2021 - 13:00 - 14:30 EDT

Join Jeff Myers, Managing Partner of Wright Ford Young & Co. (WFY), and Cyndi LeBerthon, Partner-in-Charge of WFY's Audit Department, as they share how their firm efficiently conducts employee benefit plan audits.

Learn what is new this year and what peer reviewers are looking for when they review employee benefit plan audits. Jeff and Cyndi will also cover common deficiencies and helpful tips to perform employee benefit plan audits in a remote environment. 

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Who Should Attend

CPAs, accountants, auditors, practitioners and others seeking guidance regarding how to efficiently conduct employee benefit plan audits. 

Event Objective 

Webinar attendees will gain a better understanding of how to efficiently conduct employee benefit plan audits. 

Prerequisites 

Auditing experience

About the Speakers

Jeff Myers
Managing Partner
Wright Ford Young & Co.
jmyers@cpa-wfy.com

Jeff Myers joined Wright Ford Young & Co. in 2007.  As the Firm’s Managing Partner, Jeff oversees the audit department as well as the management of the firm.  Jeff is also actively involved in the Firm’s business development and strategic initiatives.
Jeff has experience servicing and consulting with small, emerging businesses to large multinational corporations for all types of organisations, from retail, wholesale, restaurants, manufacturing, construction, high-tech, and professional service organisations, to private foundations and employee benefit plans. 

In addition to traditional services, Jeff assists clients with accounting systems and controls establishment, bank financing obtainment, due diligence procedures, and financial ratio and benchmarking. He also has extensive experience with the challenges facing rapidly growing companies, including revenue recognition, business acquisitions, and international expansion.

Cyndi LeBerthon

Partner-in-Charge, Audit Department
Wright Ford Young & Co.
cleberthon@cpa-wfy.com  

Cyndi joined Wright Ford Young & Co in 2018 as an Audit Partner. As Senior Audit Partner, she currently serves as the Partner-in-Charge for the Audit Department.  Cyndi also oversees the Firm’s peer review practice. She is responsible for overseeing audits, reviews and compilations and ensuring compliance with quality control standards.
Cyndi has extensive experience in Employee Benefit Plan audits and ERISA regulations, and the unique compliance issues related to employee benefit plans. She stresses compliance with plan provisions and ERISA, and has audits 401(k), 403(b), ESOP, and Pension plans and has been a featured speaker at a variety of seminars, including the Western Pension & Benefits Council.

Cyndi has been performing peer reviews of other CPA firms for more than 10 years, and works with firms throughout California and Arizona to improve their audit practice.

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Please contact Barbie Gonzalez for more information barbie.gonzalez@mgiworld.com

If you do not have login details to the Member Area of the MGI Worldwide website, please contact emma.rowley@mgiworld.com