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Instructor
Employee benefit plan audits are complex and ensuring proper procedures are followed and all current compliance is maintained can be an immense challenge. Our ERISA experts will address plan documentation, compliance and operational issues and topics and examples to help you become an ERISA expert yourself.
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Auditors in public practice seeking an update on topics affecting ERISA audits and professionals who want to increase their understanding of this unique area.
Marcus J. Aron, CPA, CGMA, is the Acting Chief, Division of Accounting Services, Employee Benefits Security Administration for the U.S. Department of Labor, Washington, D.C.
Mr. Aron has over thirty years of experience in working with audits of ERISA-covered plans.As the Chief, Division of Accounting Services, Mr. Aron’s responsibilities include implementation of EBSA’s CPA Firm Inspection Program, providing technical assistance to plan filers and plan professionals, and providing ERISA-related accounting and auditing expertise within EBSA.
Mr. Aron is a certified public accountant and holds a B.B.A. degree with a major in accounting from the College of William and Mary in Virginia.
This session will provide an economic update for both the national and Oregon economy. Topics will current state of the economy,
interest rate forecast, and risks to monitor.
Nicole Elgin is an attorney at Barran Liebman LLP, where she represents employers in a variety of labor and employment law matters. Nicole’s employment law practice includes working with employers to adapt workplace policies to the ever-evolving legislative and regulatory changes at the local, state, and national levels. Nicole’s labor practice ranges from strategizing employer campaigns during union elections to negotiating collective bargaining agreements and representing employers in hearings before arbitrators and the National Labor Relations Board. Nicole was also a member of BOLI’s Rulemaking Advisory Committee for Oregon’s Equal Pay Act and has helped numerous employers perform equal pay analyses.
Nicole Elgin is an attorney at Barran Liebman where she advises employers on labor relations and employment law matters. In this presentation, Nicole will cover the laws governing common compensation issues in the construction industry. Topics will include prevailing wage rate rules, premium rate complications under the FLSA, bonus plans, project labor agreements, and other labor prehire agreements that all affect compensation in this field. Throughout the presentation, Nicole also always provides practice considerations
and best practices for employers.
Christian Perrier specializes in helping people with their technology so that they can achieve success in their business. He has spent the last 15 years working with organizations to allow them to harness the power of new technology while defending themselves against cyber-attack. As the Vice President of Technical Solutions at Fixed Fee IT, Christian oversees the security posture, policies, and management of a SOC II Type II audited organization and has experience with SEC, FINRA, HIPAA, PCI, SOC, and NIST compliance standards. He has a passion for helping people and organizations navigate the ever-changing world of cybersecurity and implementing solutions to keep themselves protected.
Since ChatGPT exploded in our lives in 2022, Artificial Intelligence (AI) is already having a significant impact on the tasks and and requirements needed for today’s education and professional work. While many are fearful that AI will replace the need for many, the reality is much more nuanced than what many are preaching, though the skill sets and tasks required are evolving. Attend this session to keep up the various tech tools that will impact your career moving forward.
Jason Douthit is a lawyer working out of the Portland office of Schwabe Williamson & Wyatt. Jason earned a B.A. at San Francisco State University (Labor Studies and Philosophy) and Juris Doctor from the School of Law and the University of California, Davis (2006). Jason’s practice is focused on ERISA/employee benefits (including both retirement and health plans) and executive nonqualified deferred compensation plans.
Marcus J. Aron, CPA, CGMA, is the Acting Chief, Division of Accounting Services, Employee Benefits Security Administration for the U.S. Department of Labor, Washington, D.C.
Mr. Aron has over thirty years of experience in working with audits of ERISA-covered plans.As the Chief, Division of Accounting Services, Mr. Aron’s responsibilities include implementation of EBSA’s CPA Firm Inspection Program, providing technical assistance to plan filers and plan professionals, and providing ERISA-related accounting and auditing expertise within EBSA.
Mr. Aron is a certified public accountant and holds a B.B.A. degree with a major in accounting from the College of William and Mary in Virginia.
In this session, we will walk through the current state of the surety bonding marketplace, and use this information to anticipate the direction of the construction industry.