Resources, Mentoring and Collaboration: the CPA’s solution for EB Audit Quality and Enforcement

Session Date: 
May 10th, 2017 - 7:00AM7:50AM


If you know there are resources that you could be missing, this is the session to attend. Include a network of EB Specialists in your list of EB resources. From audit to tax, to consulting to enforcement of audit quality, these speakers will describe and offer tools that EBP practitioners need to know about. Focusing on audit, but including tax resources, this session will describe how EBP auditors can partner with another firm for some or all of the audit work. It will also update you on state board enforcement efforts.

This session offers you:

  • Opportunities to meet subject matter experts
  • Understand your responsibility for EBP audit documentation
  • Hear about resources and develop an EBP network of resources.
  • Learn how different types of agreements can be used for audit consultation.

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Lisa Germano CPA, CGMA, J.D., President, Actuarial Benefits & Design Company, Midlothian, VA 15, 103, 205
Heidi LaMarca CPA, President/Managing Partner, Windham Brannon, P.C., Atlanta, GA 19, 60, 205
Bertha Minnihan CPA, Partner, Moss Adams LLP, San Francisco, CA 31, 205
Jennifer Lehman CPA, CGMA, COO and A&A Partner, Hantzmon Wiebel LLP , Charlottesville, VA 32, 76, 103, 205
Amisha Patel CPA, Senior Manager, Johnson Lambert LLP, Vienna, VA 205

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