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
IdentificationEBP19EPDateMay 5, 2019This workshop has it all: hands-on training in specific areas, professional development skills, building credibility, fostering relationships, and communication tips…Speakers
President and General Counsel, Actuarial Benefits & Design CompanyAmisha Patel, CPAAudit Principal, Johnson Lambert LLPJennifer Lehman, CPA, CGMACEO and Managing Partner, Hantzmon Wiebel LLPAudit Partner, A.C. Evans LLC$79Standard Price
IdentificationEBP20103DateMay 3, 2020Please 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
President and General Counsel, Actuarial Benefits & Design CompanyAudit Partner, A.C. Evans LLCJeffrey Snader, CPAVice President, Charles W. Snader PCPartner, Fasten Halberstam LLP- IdentificationEBP21101DateMay 2, 2021NOTE: 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
President and General Counsel, Actuarial Benefits & Design CompanyAudit Partner, A.C. Evans LLCPartner, Fasten Halberstam LLPJeffrey Snader, CPAVice President, Charles W. Snader PCJennifer Lehman, CPA, CGMACEO and Managing Partner, Hantzmon Wiebel LLP - IdentificationEBP22001DateMay 9, 2022NOTE: 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
Audit Partner, A.C. Evans LLCPresident and General Counsel, Actuarial Benefits & Design CompanyMatthew W. Hale, CPAManager, Hantzmon Wiebel LLP 
IdentificationEBP2231DateMay 11, 2022This 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
Sara Wilson, CPAManaging Director, Grant Thornton LLPAudit Partner, A.C. Evans LLCLisa Sanford, CPAManager, RubinBrown$49Standard Price
IdentificationEBP2340DateMay 9, 2023This 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
Shareholder/Owner, Elliott Group CPAs, PLLCAudit Partner, A.C. Evans LLC$49Standard Price
IdentificationEBP2444DateMay 7, 2024This 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
Audit Partner, A.C. Evans LLCAssurance Partner, HoganTaylor LLP$49Standard Price
IdentificationEBP2449DateMay 7, 2024This 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
Audit Partner, A.C. Evans LLCShareholder, LBMC,PC$49Standard Price
IdentificationEBP2453DateMay 8, 2024Join 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
Shareholder/Owner, Elliott Group CPAs, PLLCAudit Partner, A.C. Evans LLC$49Standard Price- IdentificationEBP2539DateMay 6, 2025This 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
Shareholder, LBMC,PCAudit Partner, A.C. Evans LLC - IdentificationEBP2548DateMay 7, 2025This 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
Partner, Weaver, LLPAudit Partner, A.C. Evans LLC
