Mary Espinosa, Director, BDO to Speak at the KG’s Pension Plan Investments Event
Mew York, NY, June 11, 2015 --(PR.com)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts, has announced today that Mary Espinosa, Director, BDO will speak at the Knowledge Group’s webcast entitled: “Pension Plan Investments: Practical Guidance for Auditing, Reporting and Disclosure Requirements in 2015 Live Webcast.” This event is scheduled for June 23, 2015 from 12:00pm – 2:00pm (ET).
For further details, please visit:
http://theknowledgegroup.org/event_name/pension-plan-investments-practical-guidance-for-auditing-reporting-and-disclosure-requirements-in-2015-live-webcast/
About Mary Espinosa
Mary joined BDO USA, LLP in 2004 and has more than 20 years of experience in public and private accounting. Mary specializes in the audits of employee benefit plans. She advises and assists clients in the area of benefit plan accounting and compliance and has extensive experience in the preparation of financial statements and footnotes for employee benefit plans. Her employee benefit plan client experience has included all types of defined contribution, defined benefit and health and welfare plans; numerous plans with one sponsor and various service providers; 11-K filings; and master trusts.
In addition to her role as Audit Director, Mary is the local office coordinator for BDO’s National Employee Benefit Plan Group. She also is a supervisor to manager, senior and staff auditors.
Mary earned her Bachelor of Science in Accounting from California State University, Fullerton. She is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants.
About BDO
BDO is the brand name for BDO USA, LLP, a U.S. professional services firm providing assurance, tax, financial advisory and consulting services to a wide range of publicly traded and privately held companies. For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through 52 offices and more than 400 independent alliance firm locations nationwide. As an independent Member Firm of BDO International Limited, BDO serves multi-national clients through a global network of 1,328 offices in 150 countries.
BDO USA, LLP, a Delaware limited liability partnership, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. BDO is the brand name for the BDO network and for each of the BDO Member Firm. For more information, please visit www.bdo.com.
Event Synopsis:
In a two hour live webcast, a panel of thought leaders and practitioners assembled by The Knowledge Group will discuss the most significant and latest issues in pension plan investment. The panel will provide practical Guidance in Auditing, Reporting, and Disclosing of Pension Plan Investments in 2015 and discuss some of the investment strategies, filing requirements, and fiduciary requirements.
Key topics include:
· Pension Plan Investment in 2015
· Investment Strategies: LDI
· Fair Value and Investment Plan Terms
· Filing IRS Form 5500
· Audited GAAP Financial Statements
· FASB ASC 820 Requirements
· Fiduciary Considerations
· Pension De-risking
· Regulatory Compliance and Risk
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Group, LLC was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register to an event, please visit: http://theknowledgegroup.org/
For further details, please visit:
http://theknowledgegroup.org/event_name/pension-plan-investments-practical-guidance-for-auditing-reporting-and-disclosure-requirements-in-2015-live-webcast/
About Mary Espinosa
Mary joined BDO USA, LLP in 2004 and has more than 20 years of experience in public and private accounting. Mary specializes in the audits of employee benefit plans. She advises and assists clients in the area of benefit plan accounting and compliance and has extensive experience in the preparation of financial statements and footnotes for employee benefit plans. Her employee benefit plan client experience has included all types of defined contribution, defined benefit and health and welfare plans; numerous plans with one sponsor and various service providers; 11-K filings; and master trusts.
In addition to her role as Audit Director, Mary is the local office coordinator for BDO’s National Employee Benefit Plan Group. She also is a supervisor to manager, senior and staff auditors.
Mary earned her Bachelor of Science in Accounting from California State University, Fullerton. She is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants.
About BDO
BDO is the brand name for BDO USA, LLP, a U.S. professional services firm providing assurance, tax, financial advisory and consulting services to a wide range of publicly traded and privately held companies. For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through 52 offices and more than 400 independent alliance firm locations nationwide. As an independent Member Firm of BDO International Limited, BDO serves multi-national clients through a global network of 1,328 offices in 150 countries.
BDO USA, LLP, a Delaware limited liability partnership, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. BDO is the brand name for the BDO network and for each of the BDO Member Firm. For more information, please visit www.bdo.com.
Event Synopsis:
In a two hour live webcast, a panel of thought leaders and practitioners assembled by The Knowledge Group will discuss the most significant and latest issues in pension plan investment. The panel will provide practical Guidance in Auditing, Reporting, and Disclosing of Pension Plan Investments in 2015 and discuss some of the investment strategies, filing requirements, and fiduciary requirements.
Key topics include:
· Pension Plan Investment in 2015
· Investment Strategies: LDI
· Fair Value and Investment Plan Terms
· Filing IRS Form 5500
· Audited GAAP Financial Statements
· FASB ASC 820 Requirements
· Fiduciary Considerations
· Pension De-risking
· Regulatory Compliance and Risk
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Group, LLC was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register to an event, please visit: http://theknowledgegroup.org/
Contact
The Knowledge Group
Thomas LaPointe, Jr., Executive Director
1.800.578.4370
www.theknowledgegroup.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Contact
Thomas LaPointe, Jr., Executive Director
1.800.578.4370
www.theknowledgegroup.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
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