Chapter Meeting/Event Information

Lunch & Learn

September 19, 2018
11:00 AM to 1:00 PM
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PA Med Center
777 East Park Drive
Harrisburg, PA 17111
 Directions

Presenters:  Dan Sturm and Danielle Guinter

Dan is a Partner with McKonly & Asbury and a key leader of the firm’s external audit segment serving middle-market, closely held businesses. His industry focus includes employee benefit plans, manufacturing, insurance, and construction. Dan also serves as the firm’s designated partner for the AICPA Employee Benefit Plan Audit Quality Center.

Dan is a graduate of Towson University with a Bachelor of Science Degree in Accounting. He is a member of both the American and Maryland Institutes of Certified Public Accountants.

 Danielle is a Senior Manager with McKonly & Asbury. As a member of the firm’s assurance practice, she focuses on providing client services particularly in the areas of construction and manufacturing as well as performing employee benefit plan audits.

Danielle is a graduate of James Madison University with a Bachelor of Business Administration Degree. She is a member of both the American and Pennsylvania Institutes of Certified Public Accountants.

Presentation:

Human resources professionals will learn how to plan and survive an ERISA employee benefit plan audit. Plans such as 401k’s and health & welfare plans that meet certain criteria are required to have an audit opinion from an independent accountant attached to the Plan’s annual 5500 filing.  We will teach you best practices from our extensive experience in auditing employee benefit plans so that your audits are efficient and have minimal distraction to you and your team. We will also help you understand the role of your audit with ERISA compliance.

 This program has been approved by SHRM and HRCI for 1.5 hoursGeneral recertification credits.

Lunch will be provided for thos registering prior to September 13th.

Tickets

$0.00 Member

$20.00 Non-Member

$0.00 Student