Discuss strategies to develop an adaptable and sustainable employee benefit plan practice at your firm. Understand the importance of proper documentation and delegation, as well as how to use Artificial Intelligence like ChatGPT appropriately. Plus, examine payroll issues, SOC 1, changes to certifying entities mid-year, and more!
Speakers:
JoAnn Cassell, CPA, QKA, President | Cassell Plan Audits
Ken Kobiernicki, CPA, Manager | CLA (CliftonLarsonAllen LLP)
Aimee Urnikis, CPA, Partner | Sassetti LLC
Amber Williams, CPA, Audit Director | Sikich