Kathleen_Jackson

Kathleen Jackson

Audit Partner, A.C. Evans LLC

Kathleen Jackson is an Audit Partner at A.C. Evans, LLC. She has worked for the firm for seven years specializing in Employee Benefit Plans. Prior to that, she spent several years at PwC. She is an active volunteer with both the AICPA and Missouri Society of CPAs. Kathleen graduated from University of Missouri-Kansas City with a B.S. in Accounting and a B.A. in Communications.


Appearances

  • Thumbnail for Emerging EBP Professionals Workshop
    Identification
    EBP19EP
    Date
    May 5, 2019
    This workshop has it all: hands-on training in specific areas, professional development skills, building credibility, fostering relationships, and communication tips…

    Speakers

    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    Speaker Image for Amisha Patel
    Audit Principal, Johnson Lambert LLP
    Speaker Image for Jennifer Lehman
    Jennifer Lehman, CPA, CGMA
    CEO and Managing Partner, Hantzmon Wiebel LLP
    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
    $79
    Standard Price
  • Thumbnail for Emerging Professionals Workshop: Unique and Refreshing Approach to Guiding the Emerging EBP Professional
    Identification
    EBP20103
    Date
    May 3, 2020
    Please Note: This pre-conference workshop requires pre-registration in the Emerging Professionals Program and is onsite only. This workshop is not available as part of the flex pass option…

    Speakers

    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
    Speaker Image for Jeffrey Snader
    Vice President, Charles W. Snader PC
    Speaker Image for David Stern
    Partner, Fasten Halberstam LLP
  • Thumbnail for Emerging Professionals Workshop
    Identification
    EBP21101
    Date
    May 2, 2021
    NOTE:  Because this program is designed to meet the needs of CPAs with 5 years or less years of experience with employee benefit plans we request that you submit a brief professional history/CV to lindsay.wood@aicpa-cima.com so that we may verify that you qualify for this program…

    Speakers

    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
    Speaker Image for David Stern
    Partner, Fasten Halberstam LLP
    Speaker Image for Jeffrey Snader
    Vice President, Charles W. Snader PC
    Speaker Image for Jennifer Lehman
    Jennifer Lehman, CPA, CGMA
    CEO and Managing Partner, Hantzmon Wiebel LLP
  • Thumbnail for Emerging Professionals Workshop
    Identification
    EBP22001
    Date
    May 9, 2022
    NOTE: Because this program is designed to meet the needs of CPAs with 5 years or less years of experience with employee benefit plans we request that you submit a brief professional history/CV to lindsay.wood@aicpa-cima.com so that we may verify that you qualify for this program…

    Speakers

    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    Speaker Image for Matthew Hale
    Manager, Hantzmon Wiebel LLP
  • Thumbnail for Contributions and Participant Data: Part I
    Identification
    EBP2231
    Date
    May 11, 2022
    This session is part 1 of 2 that focuses on the testing of eligibility, participant data and contributions for the fundamentals track case study, including discussion of common errors found in these areas. This session will be continued in Session #36…

    Speakers

    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
    Speaker Image for Lisa Sanford
    Manager, RubinBrown
    $49
    Standard Price
  • Thumbnail for Common Investments in Employee Benefit Plan Plans
    Identification
    EBP2340
    Date
    May 9, 2023
    This session provides an overview of investments commonly held by defined contribution plans and focuses on investment testing and disclosures relevant to the fundamentals track case study…

    Speakers

    Speaker Image for Monique Elliott
    Shareholder/Owner, Elliott Group CPAs, PLLC
    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
    $49
    Standard Price
  • Thumbnail for Common Investments in Employee Benefit Plans
    Identification
    EBP2444
    Date
    May 7, 2024
    This session provides an overview of investments commonly held by defined contribution plans and focuses on investment testing and disclosures relevant to the fundamentals track case study…

    Speakers

    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
    Speaker Image for Randi Chambers
    Assurance Partner, HoganTaylor LLP
    $49
    Standard Price
  • Thumbnail for Financial Reporting and Wrap-Up
    Identification
    EBP2449
    Date
    May 7, 2024
    This session is part of the fundamental case study and will cover audit completion and financial reporting for a defined contribution plan, focusing on the fundamental track case study, including required communications to management and those charged with governance…

    Speakers

    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
    Speaker Image for Mark Blackburn
    Shareholder, LBMC,PC
    $49
    Standard Price
  • Thumbnail for Best Practices < 100 plans
    Identification
    EBP2453
    Date
    May 8, 2024
    Join us for a roundtable of your peers for firms that perform less than 100 EBP audits. This will be a roundtable discussion to talk about issues, ideas, best practices facing your firm and your EBP Practice…

    Speakers

    Speaker Image for Monique Elliott
    Shareholder/Owner, Elliott Group CPAs, PLLC
    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
    $49
    Standard Price
  • Thumbnail for Common Investments in Employee Benefit Plans
    Identification
    EBP2539
    Date
    May 6, 2025
    This session provides an overview of investments commonly held by defined contribution plans and focuses on investment testing and disclosures relevant to the fundamentals track case study…

    Speakers

    Speaker Image for Mark Blackburn
    Shareholder, LBMC,PC
    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
  • Thumbnail for Financial Reporting and Wrap-Up
    Identification
    EBP2548
    Date
    May 7, 2025
    This session is part of the fundamental case study and will cover audit completion and financial reporting for a defined contribution plan, focusing on the fundamental track case study, including required communications to management and those charged with governance…

    Speakers

    Speaker Image for Kerri Franz
    Partner, Weaver, LLP
    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC

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