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ERISA Conference - Webcast

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8.0 Credits

Member Price $315.00

Non-Member Price $390.00

Overview

Employee benefit plan audits are complex. It can be an immense challenge to follow proper procedures and maintain current compliance. Our ERISA experts will address plan documentation, compliance and the most relevant issues and topics to help you master the ERISA process.

Highlights

Topics Include:

  • Payroll Processes & Compliance for Employee Benefit Plan Audits
  • ERISA Plan Document Arena
  • Cybersecurity
  • Loper Bright & Chevron 
  • Ask the Experts Panel
  • And more!

Designed For

Auditors in public practice seeking an update on topics affecting ERISA audits and professionals who want to increase their understanding of this unique area.

Objectives

To provide you with an overview of important issues related to ERISA audits.

May 13, 2025

General Session

- Welcome & Opening Remarks

Ryan Northcutt, Senior Manager, Aldrich CPAs + Advisors LLP

Ryan Northcutt

Ryan Northcutt, CPA, is a senior audit manager in the financial services group of Aldrich CPAs + Advisors LLP. Ryan is the leader of Aldrich's benefit plan assurance practice. This includes leading internal training, supervision of retirement plan team members, and implementation of new technical accounting standards. He has experience auditing 401(k), 403(b), defined benefit pensions, health and welfare, and 401(a) profit sharing plans. He enjoys working with his clients to help find practical solutions to benefit plan organization and accounting issues. Ryan routinely attends the AICPA national conference on employee benefit plans. He is a member of the American Institute of Certified Public Accountants (AICPA), Western Pension and Benefits Council, and the Oregon Society of CPAs, including being the past chair of one of the OSCPA's strategic committee.

Ryan enjoys golfing, enjoying the outdoors, and spending quality time with his 8 year old son and 5 year old daughter.

(11/19/20)

This session is available to registrants only.

General Session

- Topic TBD

 

This session is available to registrants only.

General Session

- Payroll Processes & Compliance for Employee Benefit Plan Audits

 

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- ERISA Plan Document Arena

Jason Douthit, Attorney, Schwabe Williamson & Wyatt PC

Jason Douthit

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.

(8/12/20)

This session is available to registrants only.

General Session

- Lunch Break

This session is available to registrants only.

General Session

- Cybersecurity

Christian Perrier, Vice President of Technical Solutions, Fixed Fee IT

Christian Perrier

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.

(1/14/21)

 

This session is available to registrants only.

General Session

- Loper Bright & Chevron

Valerie Sasaki, Samuels Yoelin Kantor LLP

Valerie Sasaki

Valerie Sasaki is a partner with Samuels Yoelin Kantor LLP where she chairs the Taxation Practice. She focuses her practice on resolving complex tax matters for clients with state and federal revenue agencies. She regularly speaks and writes on tax topics of interest to her. Ms. Sasaki is a member of the Oregon, Washington, Idaho, and Utah State Bars.  She regularly appears on behalf of clients in US Tax Court and the Oregon Tax Court.

She is a "Big-4" accounting alumna who worked as a State and Local Tax Manager for KPMG LLP as well as with the Miller Nash LLP tax department.  Valerie has served as Chair of Portland Tax Forum, The Oregon State Bar Taxation Section, and the Oregon State Bar Business Law Section.  Valerie has served on the laws committee of the Oregon State Bar's Taxation Section since 2003. She is now involved in leading an Oregon Laws Commission Project to modernize and restate Oregon's Limited Liability Company Act.  

Valerie serves and has served as an Adjunct Professor of Taxation with: Portland State University's Masters in Tax Program; Northwestern School of Law, Lewis & Clark College;  Portland Community College; and the University of Oregon School of Law. She is a fellow of the American College of Taxation and has been recognized as an outstanding tax attorney by the SuperLawyers and Best Lawyers in America organizations. 

Valerie received her BA degree, magna cum laude, from Tulane University, earned her JD degree from University of Oregon School of Law and her LLM in Taxation from the University of Washington School of Law.

(7/13/21)

 

This session is available to registrants only.

General Session

- Break

This session is available to registrants only.

General Session

- Ask the Experts Panel

Jason Douthit, Attorney, Schwabe Williamson & Wyatt PC

Jason Douthit

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.

(8/12/20)

 

This session is available to registrants only.

General Session

- Closing Remarks & Conference Adjourns

This session is available to registrants only.

Non-Member Price $390.00

Member Price $315.00