Please Note: This pre-conference workshop requires pre-registration in the Emerging Professionals Program and is onsite only. This workshop is not available as part of the flex pass option.
This preconference offering delivers a wealth of practical technical and vast resources often found only by experienced EBP practitioners. Part compliance issues, part audit tools and resources, this session will allow new and developing EBP CPAs the ability to understand how to find the best audit resources and tools, and find new marketing opportunities to grow a compliant and robust practice.
Develop a focused approach to an engagement from initial client meeting to audit wrap up, where key steps are discussed to ensure great peer reviews and streamlined work processes.
Create a personalized approach to classes needed in the main conference, with mentoring from conference leadership during the entire conference. Mentors will take attendees under their wing as much as they want - to help enhance the overall conference experience – and this will provide valuable networking and post-conference resources.
Career track enhancement – specializing in certain EBP audits pros and cons and how to develop a niche practice, working with peer reviewers – hear from those who have done it.
President and General Counsel,
Actuarial Benefits & Design Company