How to Build a Winning Hand: Collaboration for EBP Audit Quality

Wednesday, May 16, 2018 - 1:25pm2:40pm

This session will discuss best practices for training your EBP team on effectively planning and completing plan audits. Attendees will: • Evaluate their EBP team's needs, considering experience level and firm size/workload, to develop an internal training program • Assess where to find resources and develop an effective and efficient training curriculum for their team, considering common deficiencies, regulatory focus/developments and types of plans audited • Reconstruct conference experience and networking with other EBP firms of differing specialties and EBPAQC resources to build their firm’s EBP knowledge base and collaborate with outside professional resources • Predict which firm templates need to be developed, improved and leveraged to improve formal training programs as well as ease of on-the-job training •learn how to develop professional relationships to help your firm fill in the knowledge or expertise gaps to prepare for the time when these resources are needed to be called upon.

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CPE Credit: 
1.50
Prerequisite: 
Extensive qualified retirement/ERISA plans/employee benefit plan knowledge or experience.
Advanced Preparation: 
None
Speaker(s) Speaker Details Session(s)
Heidi LaMarca CPA, President/Managing Partner, Windham Brannon, P.C., Atlanta, Georgia 44, 47
Robert Lavenberg CPA, CGMA, JD, LL.M. (Taxation), President, ERISAworks LLC, North Wales, Pennsylvania 44, 51, 57
Amisha Patel CPA, Senior Manager, Johnson Lambert LLP, Vienna, Virginia 28, 44