This session explores the complex, interconnected challenges CPA firms face when auditing employee benefit plans—spanning people, processes, and technology. From increasing quality scrutiny and margin pressure to specialized talent shortages, compressed timelines, and evolving tech constraints, the demands on firms continue to intensify.

Attendees will gain practical strategies and informed perspectives to navigate these pressures—helping firms strengthen audit quality, improve operational resilience, and stay competitive in a rapidly shifting landscape.

The discussion is designed to be technical, relevant, and grounded in real-world considerations, with a brief closing overview of Makosi and optional opportunities for follow-up conversations.