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Employee Benefit Plans Conference 2018

EBP18EP - Emerging EBP Professionals Workshop: New to the Game? Learn Tips from Expert Players

May 14, 2018 2:00pm ‐ May 14, 2018 5:00pm

Standard: $79.00


This workshop has it all: hands-on training in specific areas, professional development skills, building credibility, fostering relationships, and communication tips. This workshop is designed to give technical and soft skills to those professionals who are fairly new to employee benefit plans, or who have much audit experience but are new to employee benefit plan audits. This is an ideal precursor to the main conference’s Fundamental Track. The EEBP workshop will be led by EBP professionals with extensive experience in both accounting, auditing and tax practices within Employee Benefit Plans. Mentors and experts will be on hand so you leave this afternoon with a cadre of new skills and competencies. Emerging EBP participants will have an opportunity to interact directly with the workshop leaders on a wide variety of EBP topics.

Learning objectives:

- Identify sessions to attend during remaining days of conference.

- Indicate to mentors and experts your goals in attending the conference.

- Recall EBP training and apply to rest of conference.


  • Lisa Germano, JD, CPA, CGMA, President and General Counsel, Actuarial Benefits & Design Company
  • Jennifer Lehman, CPA, CGMA, CEO and Managing Partner, Hantzmon Wiebel LLP
  • David Stern, Partner, Fasten Halberstam LLP

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