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Onpoint EBP Essentials

Available Until

**OnDemand**

5.5 Credits

Member Price $295.00

Non-Member Price $295.00

Overview

OnPoint EBP - Product Training

OnPoint EBP is a cloud-based application designed to streamline your audit process using a unique plan profile that drives risk assessment, generates disclosures, and links directly to appropriate testing procedures and templates. The built-in collaboration tool streamlines documentation gathering, keeping important client data secure inside the engagement binder.

Begin your journey and learn how to optimize employee benefit plan audits using OnPoint EBP - Created by Auditors for Auditors. Gain the knowledge to efficiently and effectively perform employee benefit plan audits that are within scope of the tool.

Areas covered include:

  • Complete the Plan Profile form to identify risk
  • Use audit programs and testing templates
  • Explain how diagnostics and guardrails are employed to guide you
  • Identify the key activities than enable the completion and delivery of an engagement
  • Discover the tools built into OnPoint EBP that enable and efficient file review

Gain practical experience

The practical hands-on exercise uses real-world examples, designed to give accounting professionals real-world knowledge and an understanding of OnPoint EBP processes and efficiencies.

Prerequisites

None, but must be an active OnPoint EBP subscriber.

Designed For

Who Will Benefit

  • Employee Benefit Plan auditors

Objectives

Learning Outcomes

  • Recognize the benefits of using OnPoint EBP for employee benefit plan audits.
  • Understand the guided methodology that drives quality and efficiency and identify the common risk profile present in in-scope plans.
  • Differentiate between basic functionalities within the Smart Engagement platform.
  • Identify the default workflow designed into OnPoint EBP.
  • Become familiar with the procedures and steps to create and accept an engagement.
  • Complete the Plan Profile form to identify risk present in the plan and draft disclosure notes in the financial statements.
  • Document use of subservice organizations, evaluate control design.
  • Use the included sampling methodology to determine proper sample sizes for testing.
  • Use audit programs and testing templates to complete audit testing.
  • Explain how diagnostics and guardrails are employed to guide you while completing an engagement.
  • Identify the key activities than enable the completion and delivery of an engagement.
  • Discover the tools built into OnPoint EBP that enable and efficient file review.

Non-Member Price $295.00

Member Price $295.00