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AAR24PC01. Pre-Conference: Emerging Leader in Your Firm - Part 1

Part 1 of 2. This highly interactive session is targeted at professionals with less than 5 years of EBP experience. Panelists will lead discussion about both technical topics and soft skills that are beneficial to ERISA professionals. Participants will have the opportunity to share their own experiences, network with each other, and learn about developing themselves within this niche. Active participation is required to receive CPE.  Session continues on Day 2 of conference. 


Learning Objectives:

  • Learn ERISA basics – develop a basic understanding of plan financials, plan documents, and Form 5500
  • Learn about resources available to EBP auditors
Date/Time
CPE Credits
1.0
NASBA Field of Study
Auditing
Level
Basic
Prerequisites
1 - 2 years
Advanced Preparation
N/A