Stay Sharp on Auditing Employee Benefit Plans
CPE sessions for Autire clients, led by former EBP auditors.
Autire Technologies, LLC 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 website: www.NASBARegistry.org(opens in a new window).
No upcoming sessions — view past sessions
Every session uses real plan data, not hypotheticals. Your team learns to distinguish true failures from false failures using actual source files, so they stop flagging issues that aren't issues and start catching the ones that are.
Each session walks through how to assess impact, assign reportable findings, make AJEs, and accumulate uncorrected misstatements correctly.
Attribute testing is where the most time gets lost. Teams that go through this program come out of it faster, more consistent, and producing cleaner work that requires fewer review cycles, which is how firms get to 30 hours or less per audit.
Pricing by firm
Your CPA firm must be an Autire client with a signed licensing agreement in place to participate. Read the full course notification (opens in a new window)
Current clients can access past recordings via autire.ai(opens in a new window) Self Help.
Chief Experience Officer
Jen is responsible for teaching advanced, data-driven auditing techniques to CPA firms throughout the U.S. As an EBP auditor herself, she has helped hundreds of firms transition to Autire's methodology and runs every CPE session from a practitioner's perspective, not just a vendor's.
Chief Compliance Officer
Sonal leads the compliance team responsible for ensuring Autire meets all AICPA auditing standards in order to perform a complete and accurate EBP audit. She has over 15 years experience auditing 401(k) retirement plans and is widely recognized as a subject matter expert regarding 401(k) audit compliance.
Client Success Manager
Kevin brings over 12 years of specialized EBP auditing experience to his role at Autire, where he helps accounting firms streamline their benefit plan audits. His deep industry knowledge helps participants gain practical insights and to enhance their auditing practices — not just theory.
Client Success Manager
Cori brings nearly a decade of experience auditing defined contribution plans and leading process improvement initiatives. Having taught both entry-level staff and partners, she guides CPAs through analyzing source data files, differentiating between true and false failures, and concluding on full population testing with precision.
We build our CPE calendar around what firms are actually working through. If there's a methodology question, workflow challenge, or compliance topic your team needs covered, we want to hear it.
Suggest a TopicSee how live CPE training and on-demand sessions fit into your firm's EBP audit workflow — book a walkthrough with our team.
