Instructor
Instructor
Paul Perry has been with the Warren Averett since 2004 and is a Member and the leader of the Security and Risk internal control and information technology control related projects including SOC engagements. Paul is also responsible for general consulting projects for the Firm. Paul is the leader of the Firm’s Data Analysis Group, a team of individuals within the Firm who provide data analysis solutions to both internal and external clients. For more than 11 years, he specialized in auditing and assurance services. Paul has extensive experience serving clients in the nonprofit, governmental, financial, insurance and healthcare facilities/hospital industries. Paul has earned the Certified Information Technology Professional (CITP) certification. This credential is awarded to CPAs who possess both information technology and business expertise. Paul is also a published author, columnist and regular speaker on topics such as data analysis, internal controls and information technology for accountants and auditors.
Instructor
Instructor
Instructor
Instructor
Instructor
Instructor
The world of employee benefit plans is continually evolving. Sharpen your technical proficiencies, develop your leadership skills and learn about the latest updates, opportunities and issues affecting employee benefit plans. Discuss plans, guidance and tools with local and national thought leaders.
Receive in-depth coverage of the most recent matters affecting employee benefit plans from best practices to peer review issues. It's critical to have the most relevant and valuable information to make informed decisions.
TOPICS:
Paul Perry has been with the Warren Averett since 2004 and is a Member and the leader of the Security and Risk internal control and information technology control related projects including SOC engagements. Paul is also responsible for general consulting projects for the Firm. Paul is the leader of the Firm’s Data Analysis Group, a team of individuals within the Firm who provide data analysis solutions to both internal and external clients. For more than 11 years, he specialized in auditing and assurance services. Paul has extensive experience serving clients in the nonprofit, governmental, financial, insurance and healthcare facilities/hospital industries. Paul has earned the Certified Information Technology Professional (CITP) certification. This credential is awarded to CPAs who possess both information technology and business expertise. Paul is also a published author, columnist and regular speaker on topics such as data analysis, internal controls and information technology for accountants and auditors.
Employee Benefits Workshop
Friday, May 20, 2022
8:15am – 9:05am Department of Labor: The Latest Updates
Michael Auerbach, US Department of Labor
9:05am – 9:55am Participant Testing Session
Missy Herbert, Warren Averett
9:55am – 10:05am BREAK
10:05am - 11:45am SAS 136 Update
Jason Miller and Meg Hampton, Anglin Reichmann Armstrong
1145am – 1146am - Business Planning Inc. Presentation
11:46am – 12:30pm LUNCH sponsored by Business Planning Inc.
12:30pm – 1:20pm Defined Benefit, Health, and Welfare Plans – The New and the Old
Chris Rouse, Windham Brannon
1:20pm – 2:10pm Peer Review Insights
April Bouderaux, Smith Dukes
2:10pm – 2:20pm BREAK
2:20pm– 3:10pm ERISA Plans Legal Update
Philip Koehler, Hall Benefits Law
3:10pm – 4:00pm Cybersecurity for Employee Benefit Plans
Paul Perry, Warren Averett