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Building Growth and Innovation around EBP Audits

When auditing employee benefit plans, firms often struggle balancing process efficiency and engagement quality. From implementing new standards, to evolving technology, to managing client collaboration, managing EBP audits has its own challenges and opportunities.

Join us as we discuss with James Moyna, Founder of JMM CPA, how he has overcome obstacles and expanded into new markets, leveraging key technology as the hub for his growing EBP audit practice. You’ll gain insight into key topics including:

  • Areas where most firms struggle and why
  • Opportunities to improve quality, efficiency, and value in your EBP practice
  • What role technology plays in affecting positive change in your audit process

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