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 Peer Review: Case Studies and What Can Auditors Learn from the Mistakes of Others Inspection Results

Instructor: Jennifer Clayton
Track: Enhanced Knowledge
Knowledge Level: None
Field of Study: None
CPE Credits: 1.5

07

Tuesday
11:40AM-12:30PM

EBP1939. "Keys for Effective Training"

Instructor: Carey Blakeman, Dr. Reggie R. Padin
Track: Enhanced Knowledge
Knowledge Level: None
Field of Study: None
CPE Credits: 1.0

07

Tuesday
1:30PM-2:45PM

EBP1946. Managing Self-Insured Benefits Costs

Instructor: Garret Hansen
Track: Enhanced Knowledge
Knowledge Level: Advanced
Field of Study: None
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: None
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:

  • Session discussion topics will include tools and resources to enhance specialized knowledge necessary for employee benefit plan audits.
  • We will also discuss successful marketing strategies to grow your practice and opportunities to implement efficiencies as you scale your practice.

08

Wednesday
7:00AM-7:50PM

EBP19206. Future Workforce

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

08

Wednesday
8:00AM-9:15AM

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

Instructor: Jean Hackstock
Track: Enhanced Knowledge
Knowledge Level: None
Field of Study: None
CPE Credits: 1.5