Skills to help you be a better professional, by taking you out of the technical audit and tax focus, and helping you pull it all together as a plan sponsor, auditor or employee benefits practitioner. These sessions provide technical information that is outside the traditional ERISA/code compliance areas included in other sessions, but is useful to advance personal development skills as well as professional judgment.

May 8th, 2017 - 4:10PM5:25PM
This session will discuss what expenses can be charged to Plans and what expenses should...
May 9th, 2017 - 11:10AM12:25PM
This session will address: Assessing retirement readiness and cash flow needs Evaluate...
May 9th, 2017 - 1:25PM2:40PM
Participants will learn how the ethic process works and the results of ethics...
May 9th, 2017 - 3:00PM4:15PM
The use of data analytics continues to evolve and become increasingly prevalent as an...
May 10th, 2017 - 7:00AM7:50AM
A targeted approach to learning can play a crucial part in your career advancement and...
May 10th, 2017 - 7:00AM7:50AM
With a particular focus on employee benefit plan audit considerations, this session will...
May 10th, 2017 - 8:00AM9:15AM
No individual, organization or industry is immune from cyber attacks, and entities with...
May 10th, 2017 - 9:45AM11:00AM
This session will cover the basics of reviewing Form 5500 from an auditor's perspective...

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2