Sessions For All Days

06

Monday
1:15PM-2:30PM

EBP1910. Understanding Management's Responsibilities for Your Plan

Instructor: Santiago Bianchi, Bonnie Marcantel, Chris Shankle
Track: Enhanced Knowledge
Knowledge Level: Intermediate
Field of Study: Business Management & Organization
CPE Credits: 1.5

The panel will provide an overview of benefit plans' management responsibilities, including, but not limited to: accomplishing all regulatory requirements under management scope and all necessary elements, activities, recommendations, and decisions that ensure those requirements are satisfied
Learning Objectives:

  • Identify management's main/key areas of focus regarding a benefit plan's scope of responsibilities.
  • Apply the panel's recommendations on areas of focus and responsibilities to your company.

06

Monday
2:40PM-3:55PM

EBP1917. Common Mistakes Identified in Inspections

Instructor: Michele Weldon, Jennifer Clayton
Track: Enhanced Knowledge
Knowledge Level: Basic
Field of Study: Auditing
CPE Credits: 1.5

Inform participants of the common mistakes that are identified in employee benefit plan audits during DOL inspections, ethics investigations, and peer reviews

07

Tuesday
11:40AM-12:30PM

EBP1939. Insights into multi-generational learning and training

Instructor: Carey Blakeman, Dr. Reggie R. Padin
Track: Enhanced Knowledge
Knowledge Level: Basic
Field of Study: Personal Development
CPE Credits: 1.0

There are over five generations in the workforce. How many are in your firm or company? If there are more than one, you should attend this session! Professional development is key to one's success. Training, whether informal or formal, is included in that. Be the valuable employer your staff believes you are and come to this session to learn the latest and most innovative ways to train your multi-generational staff.
Learning Objectives:

  • Recognize staff training needs to make you a valuable employer
  • Recall latest training trends and techniques for your multi-generational staff
  • Identify innovative learning solutions and current initiatives in the learning industry

07

Tuesday
1:30PM-2:45PM

EBP1946. Managing Self-Insured Benefits Costs

Instructor: Garret Hansen, Jonathan Trionfi
Track: Enhanced Knowledge
Knowledge Level: Advanced
Field of Study: Business Management & Organization
CPE Credits: 1.5

A review of self-insured medical benefits costs, what has been driving the costs up recently, and steps companies are taking to manage, contain, and reduce costs.
Learning Objectives:

  • Predict self-insured benefit plans costs based on plan characteristics
  • Evaluate benefit plan costs management processes

07

Tuesday
2:55PM-3:45PM

EBP1953. How an Auditor Adds Value to a Client's Plan Governance

Instructor: Jewell Esposito
Track: Enhanced Knowledge
Knowledge Level: Advanced
Field of Study: Auditing
CPE Credits: 1.0

Session gives CPAs tools and topics to coach their EB Plan clients on plan governance: reach of fiduciary responsibility/oversight, understanding "bundled" arrangements, why the DOL demands an IPS (even if the law does not), choosing a 3(21) or a 3(38) to assist, issues even auditors sometimes miss.
Learning Objectives:

  • Formulate your firm's plan to be a value-add to an EBP client
  • Interpret comments from a recent client survey to customize your EBP practice
  • Predict issues auditors should find or consult on for their EBP clients

08

Wednesday
7:00AM-7:50PM

EBP19204. Building your EBP Practice

Instructor: Travis Jack, David Torrillo
Track: Enhanced Knowledge
Knowledge Level: Basic
Field of Study: Personal Development
CPE Credits: 1.0

Overview of the step by step process of building a niche practice or service line focused on employee benefit plan attestation services.
Learning Objectives:

  • Identify tools and resources to enhance specialized knowledge necessary for employee benefit plan audits.
  • Recall successful marketing strategies to grow your practice and opportunities to implement efficiencies as you scale your practice.

08

Wednesday
7:00AM-7:50PM

EBP19206. How one profession is preparing another (ours)

Instructor: Gus De Franco
Track: Enhanced Knowledge
Knowledge Level: None
Field of Study: Accounting
CPE Credits: 1.0

Have you wondered, as an employer, what your incoming staff is learning? Will those classes of recruits have knowledge on technology, critical thinking, and data analytics? Dr. Gus De Franco from Tulane will give you a taste of what he is currently teaching his accounting students, who will eventually be your next class of associates. Dr. De Franco will share how Tulane, and other universities he is aware of, stay on the cutting edge of what changes in the accounting profession in order to keep accountants and financial professionals relevant tomorrow.
Learning Objectives:

  • Identify changes in degree programs to adapt to changes in the accounting profession
  • Recall what accounting students are currently learning in accounting degree programs

08

Wednesday
8:00AM-9:15AM

EBP1961. Service Providers - Working Together Effectively Working with Service Providers

Instructor: Jean Hackstock, Michael Kraemer, Kizzy Gaul
Track: Enhanced Knowledge
Knowledge Level: None
Field of Study: Business Management & Organization
CPE Credits: 1.5

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

  • Tips and general framework of getting the most out of plan service providers you work with.
  • 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.