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Executive Education Series Webinar
Webinar: Employee Benefit Plan Hot Topics

Join our Employee Benefit Plan experts for a concise review of audit and accounting issues and the latest tax updates and tax strategies for compliant plan design. Other topics include changes to the IRS Determination Letter Program, substantiation guidelines for hardship distributions and cybersecurity basics for employee benefit plans.

Learning Objectives

Upon completing this course, you will be able to:

  • Explain the major accounting and auditing standards that affect employee benefit plan accounting and reporting.
  • Identify key compliance concerns uncovered in the IRS and DOL inspections and related audit implications, regulatory compliance issues and other risks affecting plans.
Hal Hunt

Hal HuntHal Hunt, CPA
Hal leads MHM's Employee Benefit Plan Audit Practice. With over 25 years of diverse experience with employee benefit plan accounting, auditing and compliance issues, he is also a member of the firm's Professional Standards Group as subject matter expert on EBP plan audits, as well as Business Combinations and Leasing. As the National Practice Leader for EBP Audits, Hal is responsible for providing internal training on the subject, along with providing technical support to engagement teams, serving as engagement quality reviewer and developing resource tools for our EBP audit professionals.

Linda Lauer

Linda LauerLinda Lauer, CPA
Linda is the EBP Audit Leader for the midwest region and Co-Attest Practice Leader for our Memphis office. She also serves on the MHM Board of Directors and MHM's National EBP Audit task force, which is responsible for developing audit methodology for the national EBP practice. Lauer's previous experience includes more than 25 years with local and international accounting firms as well as plan administration for Fortune 500 companies.

Ryan Rold

Kyle KonopasekKyle Konopasek
Kyle is a Manager in our Kansas City office who works closely with the Business and Technology Risk Services group at CBIZ MHM, LLC and has been with the organization since 2001. He is experienced in planning, conducting, supervising, reviewing and reporting on internal audit engagements, SOC engagements, and financial statement audits. He assists client management in preparing risk assessments, audit plans and product deliverables and maintains client relationships. Kyle serves a variety of clients within multiple industries including financial institutions, payroll processing and manufacturing.

Patrick McKie

Patrick McKiePatrick McKie
Based in our Philadelphia office, Patrick is a member of the accounting & attestation group, with significant experience in employee benefit plan audits. Patrick has experience in attest and accounting profession for several years, including a wide variety of clients ranging from public companies to start-up companies in industries such as construction, real estate, not-for-profit, manufacturing and several others. He is responsible for the completion of many attest engagements throughout the year, and provides management and development of our dedicated attest personnel.


Contact us at You can also follow the discussion using the hashtag #CBIZMHMwebinar on Twitter.


*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

For more information regarding complaint and program cancellation policies, please contact our offices at (216) 447-9000.

CPE Sponsor LogoAll webinars are produced using the LearnLive platform. LearnLive is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Additional Details

Cost: No fee required.

CPE: Eligible for 1 CPE credit in Accounting and 1 CPE credit in Auditing*

Prerequisites: None

Who Should Attend? CFOs, CEOs, business owners and financial executives

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet-based

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