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Employee Benefit Plan Audit Technology Roundtable
Type: Webinar with NA CPE
Starts
18 December 2024 2:00 pm ET
Ends
18 December 2024 3:00 pm ET
2:00–3:00 pm ET
Employee Benefit Plan Tech Virtual Roundtable
Many AGN firms are looking at different platforms for managing 401k/employee benefit plan audits. This roundtable discussion will give practitioners an opportunity to discuss their experiences with different products (Autire, Audit Miner, etc.) and ask questions of other users.
Learning Objectives
Participants will learn more about different software/tech tools available, including:
- Implementation process
- User experience
- Client responsibilities
- Overall results
CPE/CPD: 1 hr
Field of Study: Computer Software & Application
Format: Group-Based Internet
Program Level: Intermediate
Prerequisite: Experience with employee benefit audits or responsibility for selecting/implementing software for your firm.
Roundtable Facilitator
Lisa D. Edwards, CBP
Manager – Employee Benefit Plan Services
Sisterson & Co. LLP
Lisa D. Edwards, CBP
Manager – Employee Benefit Plan Services
Sisterson & Co. LLP
Pittsburgh, PA
| Lisa is a Core Team Lead for AGN’s Employee Benefit Plan sharegroup. |
AGN is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.