The OnPoint EBP Essentials training is a 4-hour virtual session designed to assist learners in using the software efficiently and effectively, in alignment with the OnPoint EBP methodology. OnPoint EBP continues to facilitate engagements when management elects to have an audit performed pursuant to ERISA Section 103(a)(3)(C), as well as engagements not performed pursuant to ERISA Section 103(a)(3)(C), for all in-scope plan types. The training course will focus on 401(k) plans but will also address the major differences with the other plan types. After the course, attendees will receive study exercises for hands-on practice in the software and to reinforce the learning objectives.
Who Should Take the Training
CPAs responsible for the preparation of Employee Benefit Plan audits.
LEARNING OBJECTIVES
At the end of the OnPoint EBP Essentials training session, the learner will be able to:
- Recognize the benefits of using OnPoint EBP
- Recall concepts specific to OnPoint EBP's guided methodology and the types of plans within the application's scope
- Complete the Plan Profile, import the trial balance template, and draft or edit letters, financial statements and notes
- Identify risks by audit area and determine appropriate sample sizes using OnPoint EBP
- Use the audit programs, testing templates, and built-in features to effectively complete audit testing
- Identify and leverage OnPoint EBP tools that support efficient file review and documentation
Contact Us
Price listed is per attendee.
CPE Credit
Requirements: To be successful in this course, you should have knowledge of Employee Benefit Plan auditing.
Advanced Preparation: None
Field of Study: Computer Software & Applications - Non-technical
Number of CPE credits: 4
Program Level: Intermediate
Instructional Method : Group Internet Based
Location: Online
CPA.com (Registration # 108347) 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 web site: www.nasbaregistry.org
AGREEMENTS:
By registering for this event, you agree to the terms and conditions located at https://www.cpa.com/legal/online-training-terms.
CANCELLATION POLICY:
You may cancel your attendance at the training at any time, but you will not be eligible for a refund or credit. You can reschedule your attendance to the same training, at a later date if the following conditions are met: i) this is the first time that you are rescheduling this training, ii) you are providing your request to reschedule at least one day prior to the training that you were originally scheduled to attend, iii) this training is scheduled to be repeated at least once in the 6 months following your written request to reschedule, and iv) you are selecting a date to attend the training that is no later than 6 months from the date of your request to reschedule.
For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact Trainings@hq.cpa.com.
Your Facilitators
Scott Smith
Sales Engineer / Technical Trainer
CPA.com
Rob Trexler
Sr. Manager, Audit Professional Services
CPA.com
Monica McGee
Manager, Audit Professional Services
CPA.com