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Audit Fundamentals

  • 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 I
    Identification
    EBP1811
    Date
    May 15, 2018
    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 #18…

    Speakers

    Speaker Image for Anne Morris
    Principal, Windham Brannon, LLC
    Speaker Image for Mark Blackburn
    Shareholder, LBMC,PC
    Speaker Image for Alice Evans
    Partner, A.C. Evans LLC
    $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 Contributions & Participant Data - Part I
    Identification
    EBP1826
    Date
    May 16, 2018
    This session will focus on the eligibility and contribution process of a defined contribution plan, and the testing of these areas. This session will be continued in Session #32…

    Speakers

    Speaker Image for Megan Knoblauch
    Partner, RubinBrown
    Speaker Image for Anne Morris
    Principal, Windham Brannon, LLC
    Speaker Image for Gwendolyn Mazzola
    Assurance Partner, HoganTaylor LLP
    $49
    Standard Price
  • Thumbnail for Contributions & Participant Data - Part II
    Identification
    EBP1833
    Date
    May 16, 2018
    This will be a continuation of session #26. This session will continue to focus on the eligibility and contribution process of a defined contribution plan, and the testing of these areas. See a full session description at Session #26…

    Speakers

    Speaker Image for Megan Knoblauch
    Partner, RubinBrown
    Speaker Image for Gwendolyn Mazzola
    Assurance Partner, HoganTaylor LLP
    $49
    Standard Price
  • Thumbnail for Distributions & Plan Expenses
    Identification
    EBP1839
    Date
    May 16, 2018
    This session will focus on the distribution process of a defined contribution plan…

    Speakers

    Speaker Image for Mark Blackburn
    Shareholder, LBMC,PC
    Speaker Image for Travis Jack
    Travis Jack, CPA, QKA
    Managing Member, Metz & Associates, PLLC
    $49
    Standard Price
  • Thumbnail for Common Investments Used in Employee Benefit Plans
    Identification
    EBP1846
    Date
    May 16, 2018
    This session will focus on investments held by a defined contribution plan. Facilitators recommend bringing your laptop to this session to fully participate in the case study…

    Speakers

    Speaker Image for Jill Pierce
    Senior Manager, HoganTaylor LLP
    Speaker Image for Chip Harris
    Partner, RubinBrown LLP
    $49
    Standard Price
  • Thumbnail for Audit Completion and Financial Statements for Employee Benefit Plans
    Identification
    EBP1854
    Date
    May 17, 2018
    This session will cover audit completion and 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…

    Speakers

    Speaker Image for Jill Pierce
    Senior Manager, HoganTaylor LLP
    Speaker Image for Chip Harris
    Partner, RubinBrown LLP
    $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 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, 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 Distributions and Plan Expenses
    Identification
    EBP1948
    Date
    May 7, 2019
    This session will provide an overview of distributions and common errors in a defined contribution plan and will focus on the testing of distributions and plan expenses for the fundamentals track case study…

    Speakers

    Speaker Image for Anne Morris
    Principal, Windham Brannon, LLC
    Speaker Image for Tiffany White
    Shareholder, Clark Schaefer Hackett
    $49
    Standard Price
  • Thumbnail for Financial Reporting and Audit Wrap-Up
    Identification
    EBP1956
    Date
    May 8, 2019
    This session 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 Anne Morris
    Principal, Windham Brannon, LLC
    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

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