Optimizing Performance Through Listening and Observing (C54366)

Log In to Register

Cancellation Policy
Optimizing Performance Through Listening and Observing

Available Until:

5/10/2024

Registration Open:

onDemand

Time:

onDemand

Facility:

 onDemand

Meeting Type:

CPEOnDemand

CPE Credit:

1.00

Field(s) Of Study:

Personal Development (1.00)

Level of Knowledge:

Basic

Price:

Member: $39.20
Nonmember: $59.00

Individual Discounts:

Not Available

Group Discounts:

Not Available

Overview

• Recognize the benefits of using OnPoint EBP for employee benefit plan audits. • Understand the guided methodology that drives quality and efficiency and identify the common risk profile present in in-scope plans. • Differentiate between basic functionalities within the Smart Engagement platform. • Identify the default workflow designed into OnPoint EBP. • Become familiar with the procedures and steps to create and accept an engagement. • Complete the Plan Profile form to identify risk present in the plan and draft disclosure notes in the financial statements. • Document use of subservice organizations, evaluate control design. • Use the included sampling methodology to determine proper sample sizes for testing. • Use audit programs and testing templates to complete audit testing. • Explain how diagnostics and guardrails are employed to guide you while completing an engagement. • Identify the key activities than enable the completion and delivery of an engagement. • Discover the tools built into OnPoint EBP that enable and efficient file re-view.

Highlights

Employee Benefit Plan auditors

Speaker(s)

Prerequisites

None, but must be an active OnPoint EBP subscriber.