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EBP1844

How to Build a Winning Hand: Collaboration for EBP Audit Quality

Date
May 16, 2018
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for Employee Benefit Plans Conference 2018
This includes sessions from the conference: Employee Benefit Plans Conference 2018

This session will discuss best practices for training your EBP team on effectively planning and completing plan audits. Attendees will:
• Evaluate their EBP team's needs, considering experience level and firm size/workload, to develop an internal training program
• Assess where to find resources and develop an effective and efficient training curriculum for their team, considering common deficiencies, regulatory focus/developments and types of plans audited
• Reconstruct conference experience and networking with other EBP firms of differing specialties and EBPAQC resources to build their firm’s EBP knowledge base and collaborate with outside professional resources
• Predict which firm templates need to be developed, improved and leveraged to improve formal training programs as well as ease of on-the-job training
• Learn how to develop professional relationships to help your firm fill in the knowledge or expertise gaps to prepare for the time when these resources are needed to be called upon.

Speakers

Speaker Image for Heidi LaMarca
President/Managing Partner, Windham Brannon,P.C.
Speaker Image for Robert Lavenberg
Robert A. Lavenberg, CPA, CGMA, JD, LL.M. (Taxation)
President, ERISAworks LLC
Speaker Image for Amisha Patel
Audit Principal, Johnson Lambert LLP

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