Agency Audits: How to Create Efficient, Profitable and Defensible Workflows

CE Credit:

Approved 3 GEN CE Hours

Deadline to register is May 17th, 2026

Does the word “audit” give you night sweats? Instructor Kym Martell taps into her decades of experience auditing agencies to discuss why welcoming an audit might be the best decision your agency can make. She’ll discuss best practices of agency auditing and how it will identify workflow deficiencies, E&O exposures, lost profitability, and the strengths your agency can build upon.

24-48 hours before the webinar, PIANEIA will send an information email with the link to connect to the Webinar and sign-in procedures.

May 19, 2026

8:00 am - 11:00 am

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Google Outlook Desktop Outlook.com Office

Webinar

$63.00

PIA Members: $43.00

May 19, 2026

8:00 am - 11:00 am

Add to Calendar

Google Outlook Desktop Outlook.com Office

Webinar

Instructors

Kym Martell

CIC, CRM, AAI, CRIS, MLIS

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Additional Information

Cancellation Policy:

Cancellations received between May 9th at 8:00 AM and May 16th at 7:59 AM will incur a $2.00 non-transferable fee.

Cancellations received after May 16th at 8:00 AM will incur a $5.00 non-transferable fee.

If you fail to show up for the class, your registration fee is forfeited. NO Exceptions. All cancellations must be in writing, emailed to frontdesk@pianeia.com. There is no penalty for substitutions from your company or agency. All credit card refunds will incur a $2 processing fee or minus the cancellation fee. All check payments will be refunded in full or minus the cancellation fee. All refund payments will be made via check payment.

Please Note:

Recording devices, paging systems, cell phones, wristwatch alarms, laptops or other electronic devices may not be used during presentations. In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any request for accommodation to that disability. Please submit your request as far as possible in advance of the institute you wish to attend.

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