Ask Your Peers < 100 Plans

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


This session will be an open discussion of best practices for firms that perform less than 100 employee benefit plan audits. Attendees and speakers will share best practices for project management, training staff, and audit efficiency.

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Scott Price CPA, Principal, Bond Beebe, P.C., Bethesda, MD 53, 206
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