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
IdentificationEBP1804DateMay 15, 2018This 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
Sara Wilson, CPAManaging Director, Grant Thornton LLPTravis Jack, CPA, QKAManaging Member, Metz & Associates, PLLC$49Standard Price
IdentificationEBP1818DateMay 15, 2018This 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
Sara Wilson, CPAManaging Director, Grant Thornton LLPPartner, A.C. Evans LLC$49Standard Price
IdentificationEBP1861DateMay 17, 2018There 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
Sara Wilson, CPAManaging Director, Grant Thornton LLPPrincipal, Windham Brannon, LLCTravis Jack, CPA, QKAManaging Member, Metz & Associates, PLLCAssurance Partner, HoganTaylor LLPPartner, A.C. Evans LLC$49Standard Price
IdentificationEBP1927DateMay 7, 2019This 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
Shareholder, Clark Schaefer HackettSara Wilson, CPAManaging Director, Grant Thornton LLPAssurance Partner, HoganTaylor LLP$49Standard Price
IdentificationEBP1934DateMay 7, 2019Continuation 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
Shareholder, Clark Schaefer HackettSara Wilson, CPAManaging Director, Grant Thornton LLPAssurance Partner, HoganTaylor LLP$49Standard Price
IdentificationEBP1969DateMay 8, 2019There 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
Assurance Partner, HoganTaylor LLPTravis Jack, CPA, QKAManaging Member, Metz & Associates, PLLCSara Wilson, CPAManaging Director, Grant Thornton LLPPrincipal, Windham Brannon, LLC$49Standard Price
IdentificationEBP1912DateMay 6, 2019This 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
Theresa McDowell, CPAPartner, Plante MoranChip Harris, CPAPartner, RubinBrown LLPSara Wilson, CPAManaging Director, Grant Thornton LLPGregory M. Clark, CPA, CGMAPartner, Business Compliance & Controls$49Standard Price
IdentificationEBP1919DateMay 6, 2019This 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
Theresa McDowell, CPAPartner, Plante MoranChip Harris, CPAPartner, RubinBrown LLPSara Wilson, CPAManaging Director, Grant Thornton LLPGregory M. Clark, CPA, CGMAPartner, Business Compliance & Controls$49Standard Price
IdentificationEBP2128DateMay 4, 2021This 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
Shareholder, LBMC,PCSara Wilson, CPAManaging Director, Grant Thornton LLP$49Standard Price
IdentificationEBP2133DateMay 4, 2021This 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
Shareholder, LBMC,PCSara Wilson, CPAManaging Director, Grant Thornton LLP$49Standard Price
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
IdentificationEBP2236DateMay 11, 2022This 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
Sara Wilson, CPAManaging Director, Grant Thornton LLPLisa Sanford, CPAManager, RubinBrown$49Standard Price
IdentificationEBP2258DateMay 12, 2022There 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
Managing Director, Alvarez & MarsalSara Wilson, CPAManaging Director, Grant Thornton LLPPrincipal, Windham Brannon, LLCPartner, Weaver, LLP$49Standard Price
