Description

If you know there are resources that you could be missing, this is the session to attend. Include a network of EB Specialists in your list of EB resources. From audit to tax, to consulting to enforcement of audit quality, these speakers will describe and offer tools that EBP practitioners need to know about. Focusing on audit, but including tax resources, this session will describe how EBP auditors can partner with another firm for some or all of the audit work. It will also update you on state board enforcement efforts.

This session offers you:

• Opportunities to meet subject matter experts
• Understand your responsibility for EBP audit documentation
• Hear about resources and develop an EBP network of resources.
• Learn how different types of agreements can be used for audit consultation.

Speaker(s):

• Lisa Germano, President and General Counsel, Actuarial Benefits & Design Company
• Heidi L. LaMarca, CPA, President/Managing Partner, Windham Brannon,P.C.
• Jennifer Lehman, CPA, CGMA, COO and A&A Partner , Hantzmon Wiebel LLP
• Bertha A. Minnihan, CPA, Partner, Northern California Regional Assurance Leader, Moss Adams
• Amisha Patel, CPA, Audit Principal, Johnson Lambert LLP