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Life in the Fast Lane: Optimizing Your Firm’s High-Quality Approach to Employee Benefit Plan Audits (For the GWSPCA’s 6th Annual Employee Benefits Plan Conference)

May 9, 2019 @ 10:55 am - 11:45 am Eastern

CBM’s Chairwoman of the Board Patricia Drolet, Principal Julia Lafferty and Manager Mark Thomas are scheduled to present at the Greater Washington Society of Certified Public Accountants’ 6th Annual Employee Benefit Plans Conference on Thursday, May 9.

Presentation Description: Optimizing the success of your firm’s benefit plan audit service line is not for the faint of heart. The right professionals must collaborate in a fieldwork scheduling and administrative planning process intended to serve each client’s specific needs. Join Ms. Drolet, Ms. Lafferty and Mr. Thomas, experienced professionals with oversight of the employee benefit plan audit practice at CBM, for a panel session where they plan to identify the proper balance between technical expertise, education, client service and resource management to accelerate your firm’s approach to a robust employee benefit plan practice.

They will address the following:

• Effective teamwork and collaboration during the planning process
• How to recognize and deploy resources for each audit engagement
• Effective communication strategies to educate clients and respond to their needs
• Tips for staying educated on a year-to-year basis to ensure service delivery continues to meet up-to-date standards and requirements

Who should attend: CPAs, auditors, and financial professionals who specialize in accounting and auditing for employee benefit plans; officers/administrators responsible for plan compliance or daily activities of the plan, including plan sponsors, HR managers or directors, trustees and plan professional staff (personnel).

Visit the GWSCPA website to register for the conference (and this session).

Julia Lafferty, CPA Principal

Patricia Drolet, CPA, PFS, Chairwoman of the Board

Mark Thomas headshot

Mark Thomas, CPA Manager












May 9, 2019
10:55 am - 11:45 am