2025 Employee Benefit Plans Conference Bundle

Online Learning
Expires on : 03-31-2026
7.00 credits
Member price: $319
Non-member price: $439
Members save $120.00.
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OVERVIEW

This is the 2025 Employee Benefit Plans Conference Bundle

Purchase this bundle and save 17% off the price of purchasing the courses individually. Discount percentages reflect discount on member price.

Total CPE Credit: 7.0 Hours (Auditing)
*CPE credit will be awarded upon completion of each course included in the bundle.

Expiration Date: March 31, 2026

Courses Included in this Bundle:

  1. A&A Update
  2. Transfers, Mergers, and Terminations, Oh My!
  3. Mistakes Happen! Correcting Plan Errors
  4. Best Practices in Efficiencies and Testing
  5. Compliance Challenges and Legal Considerations for Employee Benefit Plans in the Wake of SECURE 2.0
  6. Data Analytics Revolution: Transforming Employee Benefit Plan Audits Through Technology

CREDITS
Auditing
7.00 credits
FIELDS OF INTEREST
A&A
Employee Benefit Plans
LEVEL
Update
Members save $120.00.
You aren't a member... yet.

Kathy Aslinger, Esq.

 

As the leader of Kennerly Montgomery's pension, employee benefits, and ERISA practice, Kathy D. Aslinger assists public and private employers and plan fiduciaries maneuver through the complex world of audits, fiduciary liability issues, DOL and IRS compliance, and state law obligations, as well as the design, implementation, and maintenance of retirement and health and welfare benefit plans. Kathy joined Kennerly Montgomery in 2010 after practicing for 11 years as a government attorney and prosecutor, and she also serves as the Managing Shareholder for the Firm.

Michael Baron, MBA, APA

 

Since 2001, Michael has worked in the financial services industry with a focus on helping employers, participants and financial advisors with their qualified plan needs. From working with some of the countries leading record keepers to becoming a partner of Acuff & Associates serving as a third party retirement plan administrator, he has experience with almost all aspects of qualified retirement plans. Currently, Michael serves as a Regional Sales Director for JULY Business Services, a full service retirement plan provider. Michael graduated from Tennessee Technological University with both his BS degree as well as his MBA. When not talking about 401(k) plans, Michael enjoys spending time with his wife Kristin and his 2 daughters, Harper & Avery.

Randy Dummer, CPA

 
No bio available

Srinivasan Hariharan

 

Srini serves as the Vice President at Bahwan CyberTek Inc. (BCT), where he leads the company's Knowledge Process Outsourcing (KPO) services and solutions for the U.S. market. Based in Birmingham, USA, he frequently travels to BCT's global locations to drive strategic initiatives.

Previously, Srini spent six years leading BCT's Middle East operations in Dubai, further expanding his global perspective. With over 27 years of professional experience, he brings a wealth of expertise, including a strong background in the Oil and Gas sector.

Srini holds a degree in Chemical Engineering and a Master of Business Management, blending technical knowledge with strategic leadership.

Kristen Hicks, CPA

 
No bio available

Kelly Mann, CPA

 

Kelly Mann, CPA is the CEO and co-founder of Audit Miner. Kelly sought software that would enhance her practice's efficiency and maintain competitive pricing without compromising quality. This need for a better solution sparked the creation of AuditMiner. Since 2021, the AuditMiner software has transformed 401k audits for firms nationwide.

To date, AuditMiner's 401k audit software has processed more than 3,500 plans with customers in over 40 states. Customers range from sole proprietor to top 100 CPA firms. The organization has grown from 2 employees to 19.

Anne Morris, CPA

 

With 16 years of public accounting experience, Anne specializes in employee benefit plan and not-for-profit audits and currently serves as the leader of Windham Brannon's Employee Benefit Plan Practice. As the practice leader, Anne is committed to helping clients ensure that they are in compliance with reporting requirements and advising clients on plan operations and giving recommendations on process and administrative improvements.

She works closely with clients during the planning phase of an audit in order to identify potential issues as early as possible, thereby ensuring that the process is effective, efficient, and completed in a timely manner. She regularly communicates with her clients to help them answer any questions that may arise during the course of the year.

Anne enjoys sharing her knowledge and experience with others. She is currently serving on the Task Force for the Georgia Society of Certified Public Accountants Employee Benefit Plan Conference and has been a frequent speaker at the AICPA National Employee Benefit Plan Conference. Additionally, Anne is regularly invited by the Board of Directors of her clients to present findings from their audits as well as other industry specific topics.

She joined Windham Brannon in 2001 after graduating from Auburn University with a Bachelors of Science in Accounting. Anne then completed her Masters of Accountancy in 2003 from Kennesaw State University.

Anne is an active member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, Women in Pensions, and the Georgia Center for Nonprofits. She is also a Certified Nonprofit Accounting Professional (CNAP).

Janet Neighbors, CPA

 
No bio available

Brian Price, CPA, QKA

 

Brian Price is the founder and leader of Autire Technologies, LLC. With over 30 years of experience as a CPA, Brian has built a successful assurance practice and has been in the shoes of Autire's client base. He recognized the need for a more efficient way to perform 401(k) audits and founded Autire Technologies to address this challenge. Under Brian's leadership, Autire Technologies has developed innovative solutions that have streamlined the audit process, saving time and reducing costs for their clients. Brian is passionate about leveraging technology to improve the accounting profession and is committed to providing exceptional service and support to CPAs conducting 401(k) audits. His extensive experience, innovative approach, and dedication to the profession have made Autire Technologies a trusted partner for CPAs across the country.

Michelle Selby, CPA

 
No bio available
Members save $120.00.
You aren't a member... yet.
Members save $120.00.
You aren't a member... yet.
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