Sara_Wilson

Sara Wilson CPA

Managing Director, Grant Thornton LLP

Sara is an assurance managing director with over 20 years of experience auditing benefit plans. She specializes in employee benefit plan audits, including defined contribution, defined benefit and health and welfare plans, including plans which require 11-K filings with the Securities and Exchange Commission. Sara currently leads Grant Thornton's west region employee benefit plan practice. Sara is a graduate of the University of Washington and a member of the AICPA.

Appearances

  • Thumbnail for Everything You Need to Know About Interpreting Plan Documents
    Identification
    EBP1804
    Date
    May 15, 2018
    This session will be a general introduction to plan documents and highlight certain key elements for plan auditors. It will also introduce the plan document provisions of the defined contribution case study and serve as the basis of the entire fundamental track case study…

    Speakers

    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    Speaker Image for Travis Jack
    Travis Jack, CPA, QKA
    Managing Member, Metz & Associates, PLLC
    $49
    Standard Price
  • Thumbnail for Planning & Risk Assessment - Part II
    Identification
    EBP1818
    Date
    May 15, 2018
    This session is a continuation of Session #11. Participants will see an example evaluation of a SOC report and how these reports are used in conjunction with the evaluation of a plan’s internal control environment, as well as cover other internal control considerations…

    Speakers

    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    Speaker Image for Alice Evans
    Partner, A.C. Evans LLC
    $49
    Standard Price
  • Thumbnail for Asking for a Friend
    Identification
    EBP1861
    Date
    May 17, 2018
    There will be a tremendous amount of information covered in the Fundamentals Track, and we are sure there will be questions that might not get answered during the sessions, or topics that just a need a little bit more explanation…

    Speakers

    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    Speaker Image for Anne Morris
    Principal, Windham Brannon, LLC
    Speaker Image for Travis Jack
    Travis Jack, CPA, QKA
    Managing Member, Metz & Associates, PLLC
    Speaker Image for Gwendolyn Mazzola
    Assurance Partner, HoganTaylor LLP
    Speaker Image for Alice Evans
    Partner, A.C. Evans LLC
    $49
    Standard Price
  • Thumbnail for Contributions, Eligibility and Participant Data, Part I
    Identification
    EBP1927
    Date
    May 7, 2019
    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 #34…

    Speakers

    Speaker Image for Tiffany White
    Shareholder, Clark Schaefer Hackett
    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    Speaker Image for Gwendolyn Mazzola
    Assurance Partner, HoganTaylor LLP
    $49
    Standard Price
  • Thumbnail for Contributions, Eligibility and Participant Data, Part II
    Identification
    EBP1934
    Date
    May 7, 2019
    Continuation of Session 27 focusing on the testing of eligibility, participant data and contributions for the fundamentals track case study, including discussion of common errors found in these areas…

    Speakers

    Speaker Image for Tiffany White
    Shareholder, Clark Schaefer Hackett
    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    Speaker Image for Gwendolyn Mazzola
    Assurance Partner, HoganTaylor LLP
    $49
    Standard Price
  • Thumbnail for Asking for a Friend
    Identification
    EBP1969
    Date
    May 8, 2019
    There will be a tremendous amount of information covered in the fundamental track sessions, and we are sure there will be questions that may not get answered during the sessions, or topics that just a need a little bit more explanation…

    Speakers

    Speaker Image for Gwendolyn Mazzola
    Assurance Partner, HoganTaylor LLP
    Speaker Image for Travis Jack
    Travis Jack, CPA, QKA
    Managing Member, Metz & Associates, PLLC
    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    Speaker Image for Anne Morris
    Principal, Windham Brannon, LLC
    $49
    Standard Price
  • Thumbnail for Risk Assessment and Planning Part I
    Identification
    EBP1912
    Date
    May 6, 2019
    This session is part 1 of 2 of working through the planning and risk assessment process for the fundamental track case study and will continue in Session #19. These sessions include consideration of SOC 1 reports and certifications for limited scope audits…

    Speakers

    Speaker Image for Theresa McDowell
    Partner, Plante Moran
    Speaker Image for Chip Harris
    Partner, RubinBrown LLP
    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    Speaker Image for Gregory Clark
    Gregory M. Clark, CPA, CGMA
    Partner, Business Compliance & Controls
    $49
    Standard Price
  • Thumbnail for Risk Assessment and Planning Part II
    Identification
    EBP1919
    Date
    May 6, 2019
    This session is part 2 of 2 of working through the planning and risk assessment process for the fundamental track case. These sessions include consideration of SOC 1 reports and certifications for limited scope audits…

    Speakers

    Speaker Image for Theresa McDowell
    Partner, Plante Moran
    Speaker Image for Chip Harris
    Partner, RubinBrown LLP
    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    Speaker Image for Gregory Clark
    Gregory M. Clark, CPA, CGMA
    Partner, Business Compliance & Controls
    $49
    Standard Price
  • Thumbnail for Contributions and Participant Data - Part 1
    Identification
    EBP2128
    Date
    May 4, 2021
    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 #34…

    Speakers

    Speaker Image for Mark Blackburn
    Shareholder, LBMC,PC
    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    $49
    Standard Price
  • Thumbnail for Contributions and Participant Data - Part 2
    Identification
    EBP2133
    Date
    May 4, 2021
    This session is part 2 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 is a continuation for Session #28…

    Speakers

    Speaker Image for Mark Blackburn
    Shareholder, LBMC,PC
    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    $49
    Standard Price
  • 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 Contributions and Participant Data: Part II
    Identification
    EBP2236
    Date
    May 11, 2022
    This session is part 2 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 is a continuation of Session #31…

    Speakers

    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    Speaker Image for Lisa Sanford
    Manager, RubinBrown
    $49
    Standard Price
  • Thumbnail for Asking for a Friend
    Identification
    EBP2258
    Date
    May 12, 2022
    There will be a tremendous amount of information covered in the fundamental track sessions, and we are sure there will be questions that may not get answered during the sessions or topics that just need a little bit more explanation…

    Speakers

    Speaker Image for Patrick Blanchard
    Managing Director, Alvarez & Marsal
    Speaker Image for Sara Wilson
    Managing Director, Grant Thornton LLP
    Speaker Image for Anne Morris
    Principal, Windham Brannon, LLC
    Speaker Image for Kerri Franz
    Partner, Weaver, LLP
    $49
    Standard Price

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.