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AICPA & CIMA Employee Benefit Plans Conference 2021

EBP21101 - Emerging Professionals Workshop

May 2, 2021 11:00am ‐ May 2, 2021 2:30pm


NOTE:  Because this program is designed to meet the needs of CPAs with 5 years or less years of experience with employee benefit plans we request that you submit a brief professional history/CV to lindsay.wood@aicpa-cima.com so that we may verify that you qualify for this program. You will then be given a code to register for the program, which includes the pre-conference workshop and main conference!

This part of the AIPA & CIMA Employee Benefits Conference provides emerging employee benefit professionals tools to fit the variety of pieces they are exposed to in their professional day. From where to start planning to adding value to colleagues, to the firm and the client along the way. Experienced employee benefit professionals will each bring their own jigsaw puzzle piece to fit - from leaders in the profession, in the AICPA Employee Benefit Audit Quality Center to conference leaders – a broad force perspective to complete the picture for this specialized practice area.

Those who attend will leave with a cadre of technical checklists, and nontechnical but-work-necessary lists of how to plan and organize projects including the nuances that make some communications beneficial to clients and the firm.

Participating will specifically provide:

  1. Pre-conference personalized planning to discern what they are looking to gain from the conference via virtual meetings with discussion leaders for the entire afternoon session and those who will play a cameo role during the conference session.
  2. Which conference sessions are a must-attend and what to expect as a lead-in or follow-on from those sessions. Which conference sessions provide complimentary learning experiences. Participants will also be able to ask some of the speakers for many conference sessions, anything they wish, preplanning to get the best use of conference time.
  3. Bringing it home: how to learn skills from experienced leaders to expand the firm’s EBP clientele and the participant’s own professional fulfillment in this practice area. Tools, perspectives and stories of how to claim the ideal place in this area of practice that makes it fun, with resources that help make it fulfilling.

Learning Objectives:
  • Identify sessions to attend during remaining days of conference.
  • Indicate your goals in attending the conference to mentors and experts.
  • Recall EBP training and apply to rest of conference.


Category: Pre-Conference Optional Workshop

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