The OnPoint EBP Essentials training session is a four-hour virtual session designed to assist learners in using the software for an effective and efficient audit workflow in alignment with the OnPoint EBP methodology. OnPoint EBP can be used for the following benefit plan types: 401(k), 403(b), Defined Benefit, and Health and Welfare. OnPoint EBP continues to address 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, you 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 scope of OnPoint EBP
• Identify the details of the Plan Profile, complete and import the trial balance template, and draft and edit letters, financial statements and notes
• Recall how to use OnPoint EBP to identify risks by audit area and determine sample sizes
• Use the audit programs, testing templates, and their features that enable the effective completion of testing
• Discover the tools built into OnPoint EBP that enable an efficient file review
Requirement
To be successful in this course, you should have knowledge of Employee Benefit Plan auditing.
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
No advanced preparation is required to participate in this course.
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
CANCELLATION POLICY
You may cancel without penalty if written cancellation requests are received up to and including 7 days prior to the start of a training scheduled in our virtual classroom. Due to financial obligations incurred by CPA.com, a credit less 50% of the registration fee will be issued for written requests received up to and including 3 days prior to the start of the course. No refunds or credits will be issued on cancellation requests received less than 3 days prior to the start of the course.
Day of cancellations are non-refundable. We can move your registration to another scheduled training course date, if needed, within three months of the originally scheduled course, limited to one request.
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