Best Practices in EBP Audit Project Management

Session Date: 
May 10th, 2017 - 8:00AM9:15AM


Round table discussion by attendees and speakers of best practices in performing and managing employee benefit plan audits.

Session discussion topics will include engagement planning, leveraging technology and efficiency best practices in every phase of the audit. The goal of the session is to leave with implementable ideas to increase the practices' efficiency and realization for EBP audits.

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Shannon Black CPA, CMA, CEBS, Managing Partner and Co-Founder, Black & Pinckard LLC, Birmingham, AL 16, 63
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