How to get the best from your client's service providers: Auditor Communicating with Service Providers

Session Date: 
May 9th, 2017 - 11:10AM12:25PM


This session will provide tips and general framework for working with plan service providers to achieve a successful, quality audit.

Attendees will learn:

  • Tips and generall framework of getting the most out of plan service providers you work with every day
  • How to enhance the flow of information by involving providers early in the process and agreeing on timing expectations
  • Positive impact of working together as a team and how to remove common obstacles in the audit process

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Mike Kraemer CPA, Director, Fidelity Investments, Covington, KY 38, 102
Theresa Banka CPA, Partner, Plante Moran PLLC, Southfield, MI 38, 53, 207
Michael Zelda CPA, Audit Partner, Moss Adams LLP, Campbell, CA 38, 54
Angela Payne 38

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