Description

This session will cover financial reporting for a defined contribution plan. This is a continuation of the defined contribution case study and will utilize the case study financial statements. Facilitators recommend bringing your laptop to this session to fully participate in the case study.

Attendees will:

• Identify presentation requirements for defined contribution plans in accordance with ASC 962
• Recall audit procedures related to presentation of financial statements, including journal entries testing
• Best practices in audit documentation

Speaker(s):

• Mark A. Blackburn, CPA, CGMA, Shareholder, LBMC,PC
• Anne Morris, Principal, Windham Brannon, LLC