DataSnipper is an intelligent automation platform in Microsoft Excel. This industry training will introduce participants to the DataSnipper Platform features relevant for common Employee Benefit Plan (EBP) audit procedures. This training is for users who are experienced with DataSnipper and are interested in additional industry use cases. Throughout the session, there will be plenty of time for questions and you are encouraged to snip along! 

Training Time: August 8th, 2024 | 3 PM EST
CPE Credit: 1.0 CPE credits 
Program Level: Intermediate 
Field of Study: Technical – Information Technology 


  • Introduction to EBP audit use cases – 5 minutes 
  • Apply DataSnipper in practice with EBP audits – 50 minutes 
  • Q&A, Resources, and Next Steps – 5 minutes  

After this training, participants will: 

  • Understand more EBP audit use cases for the DataSnipper Platform 
  • Be able to use DataSnipper in performing common EBP audit procedures 
  • Know where to find resources available to further develop skills using the DataSnipper Platform in their daily work 

Earn 1.0 CPE credits 👇

To be awarded the full credits, you must respond to 3 out of the 4 polling questions asked during the program. 

Who Should Attend: Experienced DataSnipper users with EBP audit engagements

Prerequisites: Basic knowledge of accounting, tax, or consulting and familiarity with Microsoft Excel; Completed Introduction to DataSnipper training

Advanced Preparation: DataSnipper add-in installed and activated in Microsoft Excel; Download the related training materials and unzip the folder  

Delivery Method: Group Internet Based (live)

Meet our expert



Senior Transformation Manager


Refunds and Cancellations: This program is being offered free of charge and our refund policy is therefore not applicable. For more information regarding refunds, complaints, and/or program cancellation policies please contact our learning team at 

DataSnipper 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: 

In accordance with the standards of the National Registry of CPE Sponsors, CPE credit has been granted based on a 50-minute hour.

See the DataSnipper CPE Program Administrative Policies here.

This webinar is organized by DataSnipper using Zoom webinar software. Zoom is ISO/IEC 27001:2013 certified. Read more here.