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Program Description
Employee Benefit Plan Auditors are facing capacity, quality, and efficiency challenges like never before. According to the department of labor, 39% of all Employee Benefit plan audits contain major deficiencies. Fortunately, there are emerging technology and automation solutions to level-up your audit process and improve major challenges. Join Kelly Mann, CEO & Co-Founder of AuditMiner and Kim S. Moore, Director and 401(k) Audit Practice Leader of Anders CPA as they discuss best practices to improve your audit process to:
- Save 20-30 hours per employee benefit plan audit engagement including senior and partner review time.
- Produce standardized workpapers, no matter the recordkeeper.
- Improve your audit process to reduce common deficiencies in your audit.
Program Learning Objectives – After attending this webinar you will have learned:
- Audit solutions technology and automation to perform high quality and efficient audits.
- Best practices for your audit process from an efficient firm.
- Solutions to capacity and efficiency challenges in the audit space.
Does the company serve clients in the U.S. only; or worldwide? U.S. only. To date, AuditMiner has processed more than 1,000 plans with customers in over 40 states. Customers range from sole proprietors to top 100 CPA firms.
Target Audience COO’s and Audit Practice Leaders and Managers
CPE Credits No CPE Credit is being offered for attending this webinar
Registration Fee Free
Presenters
Kelly Mann, CPA, Co-Founder and CEO, AuditMiner
Kelly worked in public accounting for 12 years before starting her own CPA firm. During this process, she noticed a lack of technology in the employee benefit plan audit space, so she googled “how to start a software company”. Then she put one foot in front of the other while building AuditMiner. Since its release in 2021, AuditMiner continues to streamline the employee benefit plan audit for CPA firms across the country. Her mission is to transform the way auditing takes place!
Kim S. Moore, CPA, CGMA, CIA, CRMA
Director, 401(k) Audit Practice Leader, Anders CPA
Kim has over 30 years of audit experience, working for the Indiana Department of Revenue and moving through the audit department ranks at Lincoln Financial Group where she assisted in the development of the company’s Sarbanes-Oxley compliance program.
Kim joined Summit CPAs, who merged their 401(k) practice with Anders in April 2022, and led the 401(k) audit division through a period of significant growth. Since 401(k) plans are governed by ever-changing rules and regulations issued by Congress, the IRS, DOL, ERISA, and the Social Security Administration, her team helps ensure employee benefit plans are in compliance with all necessary regulations.
