Emerging EBP Professional Program

Session Date: 
May 7th, 2017 - 2:00PM5:00PM

The workshop will set the stage for your success, specifically focusing on professional development skills, building credibility, fostering relationships and communications. Emerging EBP participants will have an opportunity to interact directly with the session leaders on a wide variety of EBP topics. This is an ideal precursor to the main conference’s Fundamental Track and Tax Learning Path.  The EBP workshop will be led by three EBP professionals with extensive experience in both accounting, auditing and tax practices within Employee Benefit Plans.  

EBP Emerging Professional Program + Main EBP Conference (On-Site Only):

  • $665 AICPA Member • $965 Nonmember
  • Groups of 4 or More Save $50
  • Register by 3/24/17

Seats are limited. Contact us at conferencesteam@aicpa.org to learn about eligibility criteria. Participants may earn up to 24 CPE for this program.

Field of Study:

Session Type:

Speaker(s) Speaker Details Session(s)
Lisa Germano CPA, CGMA, J.D., President, Actuarial Benefits & Design Company, Midlothian, VA 15, 103, 205
TBD 40, 51, 56, 75, 103
Jennifer Lehman CPA, CGMA, COO and A&A Partner, Hantzmon Wiebel LLP , Charlottesville, VA 32, 76, 103, 205
Travis Jack CPA, QKA, Managing Member, Metz & Associates PLLC, Phoenix, AZ 63, 103, 206

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