2017 Employee Benefit Plans Conference Bundle

OL091-17  |  On Demand  |  Update  |  Self-Study


Purchase this bundle and save 13% off the price of purchasing the courses individually.

Total CPE Credit: 6.5 Total Hours (6.5 Hours A&A)
*CPE credit will be awarded upon completion of each course included in the bundle.

Expiration Date: March 31, 2018

Courses Included in this Bundle:

  1. Hot Topics in EBP Audits and the Department of Labor
  2. Do You Know Your Plan’s Investment?
  3. Audit Efficiencies in Today’s Electronic Environment
  4. Plan Document Pitfalls
  5. Expert Panel – Q&A Session







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Jason E. Underwood, CPA, APM

Underwood, a certified public accountant, has more than 17 years of experience providing professional retirement plan services, including audit, tax, administration and consulting services to clients in practically all industries including manufacturers, service providers, financial institutions, health care, professional sports and more.

Underwood is the managing member of Jason Underwood CPA, PLLC (ERISA CPA), a boutique accounting firm uniquely qualified to provide independent audits of retirement plans and Form 5500 tax preparation services. Jason is also the Chief Executive Officer of CPH Pension Administrators, Inc. (CPH), a pension administration, actuarial and plan consulting third party administrator providing custom retirement plan designs and innovative tax shelter strategies.

Underwood is a member of the American Institute of Certified Public Accountants (AICPA), Tennessee Society of Certified Public Accountants (TSCPA) and American Society of Pension Professionals & Actuaries. In addition to attending AICPA employee benefit plan (EBP) conferences regularly, Underwood has served on the TSCPA EBP Conference Task Force committee and presents on retirements plan topics to plan sponsors, third party administrators and CPAs. Underwood has earned the Advanced Defined Contribution Plans Audit Certificate and his firm is a voluntary member of the AICPA EBP Audit Quality Center.

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William E. Robinson, Esq.

Robinson has extensive experience in the areas of pension and welfare benefits. He also provides advice on benefit plans in connection with mergers and acquisitions.

Robinson has represented multi-employer pension and welfare plans and advises corporate clients on multi-employer plan issues. Robinson also represents governmental entities in connection with retirement plan matters. He represents both "for profit" and "tax exempt" employers with respect to non-qualified deferred compensation and other areas of executive compensation. He also works with the labor and employment and litigation attorneys in support of employee benefits litigation and advises business clients on ESOP matters.

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J. Brent Clark, CPA

Brent Clark, CPA, is an officer in the Audit, Accounting and Advisory Services Department. He is the lead manager of the firm’s Employee Benefit Plan Niche and has experience in accounting and auditing services related to a variety of businesses, including construction contractors, real estate developers, manufacturers, financial institutions and retirement plans.

As the lead manager of the firm’s growing Employee Benefit Plan Team, Brent is responsible for the development, staffing, training and management of the entire team. Pugh CPAs has a team of professionals that are dedicated to our Employee Benefit Plans Niche and is a member of the AICPA Employee Benefit Plan Audit Quality Center.

Brent is a member of the Tennessee Society of Certified Public Accountants (TSCPA) and a member of the TSCPA Employee Benefit Plans Conference Task Force.

Brent graduated from The University of Tennessee in 2001 with a Bachelor of Science in Business Administration, majoring in Accounting.

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Randy M. Dummer, CPA

Dummer is a Partner with HHM in the accounting and audit area, joining the firm in 2011. He is the engagement partner on several employee benefit plan audits at HHM, as well as for automobile dealerships, manufacturers, not-for-profit organizations and other commercial businesses. He also performs numerous peer reviews and serves on the East Tennessee Review Acceptance Board and the Tennessee Peer Review Committee.

He was previously the firm wide leader for the employee benefit plan audit practice at Baker Tilly Virchow Krause, LLP in Appleton, Wisconsin. The practice consisted of approximately 700 engagements performed by personnel in eight different offices. In this role, Randy developed and taught the firms internal training annually for their benefit plan audit staff, updated tools and templates, and served as the primary technical resource for employee benefit plan audit issues. He has extensive experience with audits of employee benefit plans, as well as not-for-profit organizations, and commercial businesses. He has been teaching seminars for the AICPA since 2003. Randy is a recipient of the AICPA Outstanding Instructor Award every year since 2008.

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James G. Haubrock, CPA, CGMA

Haubrock is the auditor and trusted business advisor to not-for-profit, construction, and real estate clients. He is also recognized as a national expert in employee benefit plan audit services. With Haubrock’s leadership of the Employee Benefit Plan Audit Services Group, CSH is one of the top 25 firms nationally to audit employee benefit plans. Haubrock has earned a seat on the elite AICPA Employee Benefit Plan Audit Quality Center Executive Committee, which is credited with establishing best practices in performing high-quality employee benefit plan audits through education and training. He has also been a frequent speaker for the OSCPA and AICPA, discussing a variety of topics such as limited scope audit requirements, the revised 403(b) plan audit requirements, 11-K audit issues, and employee benefit plan audit efficiencies.

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Gregory M. Clark, CPA, CGMA

Clark is a principal with the Business Compliance & Controls Group (BCCG), an accounting and consulting firm specializing in technical audit and accounting training and consulting, employee benefit plan audits, compliance and training, internal controls consulting and training, and assessments, technical accounting consulting, and engagement quality control review services.

With more than 35 years of experience in the audit and business compliance field, Clark has participated in all aspects of numerous attest engagements, including plan audit and business risk assessments, plan internal control assessment and design, plan regulatory compliance, financial reporting and quality control assessments, and administration contract compliance. BCCG provides technical accounting and auditing consulting services, continuing professional education services, quality control and effectiveness reviews, and compliance assistance to small businesses and CPA firms performing attest engagements.

Greg is an internationally known speaker on employee benefit plans, technical accounting and auditing, operational auditing and internal controls evaluations, integrated auditing, internal control self-assessment, organizational risk assessments, and various other topics. Greg has worked with accountants and auditors from throughout the world; many Fortune 500 companies; and numerous local, regional, and national CPA firms and small business clients as well as more than 40 state CPA society CPE organizations.

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