Past Event: Wednesday, August 25, 2021

Objectives: Upon completion of this course participants should be able to:

  1. Understand the structure of the most common employee benefit plans.
  2. Plan and conduct audits of employee benefit plans in accordance with AICPA standards and ERISA requirements.
  3. Understand the audit areas unique to employee benefit retirement plans.
  4. Design and perform specialized audit tests.
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Speakers
Silvia Bonet
Senior Manager - Audit

Ms. Bonet has over seventeen years of experience in public accounting. She is responsible for all phases of ongoing projects and of the administration of engagements for clients in the manufacturing, distribution, depository and lending institutions, investment companies, retailing, not-for- profit, government, real estate development and subsidized housing projects (HUD) audits; also has experience in the employee retirement plan financial and compliance audit sector.

Janice Velázquez
Manager - Audit

Mrs. Velázquez has over sixteen years of experience in public accounting. She is responsible for all phases of ongoing projects and of the administration of the engagements for clients in the hospitality, dealership, real estate development, manufacturing, retail, media, retirement plans, and service industries.

Marisol Rodríguez
Manager - Audit

Mrs. Rodríguez has over fifteen years of experience in public accounting. She is responsible for all phases of ongoing projects and of the administration of engagements for clients in the government, service industry, investment companies, brokers and dealers, subsidized housing projects (HUD), and pension plan audits.

Virnáliz Cabán
Manager - Audit

Ms. Cabán has over sixteen years of experience in public accounting. She is responsible for all phases of ongoing projects and of the engagement for clients in the manufacturing, hospitality, services, education, real estate entities, government, SFA Title IV Compliance Audits and employee retirement pension plan audits.

Frances Soto
Manager - Audit

Ms. Soto has over seven years of experience in public accounting and external audits with mid-size accounting firms. Industries mainly exposed to include services, technology, retirement plans, hospitality, manufacturing, local government, non-for-profit institutions, retail stores, and distribution.