Account and Auditing Institute

Accounting and Auditing Institute for Employee Benefit Plans

Account and Auditing Institute for Employee Benefit Plans
Monday, June 23 - Wednesday, June 25, 2025

Renaissance Nashville Hotel,
Nashville, TN

Sessions Include:

9:00 AM - 10:15 AM

Legal, Legislative and Compliance Update

With a new administration in place, this session will provide insights on:

  • Post-election impact on benefits
  • Potential retirement legislation
  • Potential health care legislation
  • Anticipated regulatory activity.

Available Virtually

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7:30 AM - 8:45 AM

Working With the Fund Office: What Fund Staff and Accountants Want From Auditors

As part of a guided discussion, this session will share how fund staff and accountants can effectively collaborate with auditors to ensure a smooth audit process. Topics include:

  • Communications:
    • Coordinating information and responses
    • Addressing nonresponse delays
    • Answering inquiries
    • Trustee communications
  • Why timing and completeness are important
  • How to create efficiencies.

Available Virtually

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9:00 AM - 10:15 AM

Leveraging AI in Accounting

Explore how artificial intelligence (AI) is reshaping the accounting profession. Gain practical knowledge about integrating AI into accounting workflows, enhancing accuracy and efficiency, and preparing for emerging trends. The session will combine theoretical insights with real-world examples to demonstrate AI’s impact on key accounting processes, including financial reporting, auditing, communications and decision making.

Available Virtually

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10:30 AM - 11:45 AM

Addressing Industry Challenges: Sharing Best Practices and Building Community

Round out the conference with a discussion on industry challenges. A panel of your peers will share best practices in key areas of the profession, including:

  • The future of auditing
  • Recruitment and retention initiatives
  • Addressing burnout and wellness.

Available Virtually

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Speakers Include:

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2025 Brochure