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Audit Fundamentals
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 LLP
Travis Jack, CPA, QKAManaging Member, Metz & Associates, PLLC$49Standard Price
IdentificationEBP1811DateMay 15, 2018This 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
Principal, Windham Brannon, LLC
Shareholder, LBMC,PC
Partner, A.C. Evans LLC$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
IdentificationEBP1826DateMay 16, 2018This 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
Megan Knoblauch, CPAPartner, RubinBrownPrincipal, Windham Brannon, LLC
Assurance Partner, HoganTaylor LLP$49Standard Price
IdentificationEBP1833DateMay 16, 2018This 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
Megan Knoblauch, CPAPartner, RubinBrownAssurance Partner, HoganTaylor LLP$49Standard Price
IdentificationEBP1839DateMay 16, 2018This session will focus on the distribution process of a defined contribution plan…Speakers
Shareholder, LBMC,PCTravis Jack, CPA, QKAManaging Member, Metz & Associates, PLLC$49Standard Price
IdentificationEBP1846DateMay 16, 2018This 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
Jill M. Pierce, CPASenior Manager, HoganTaylor LLP
Chip Harris, CPAPartner, RubinBrown LLP$49Standard Price
IdentificationEBP1854DateMay 17, 2018This 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
Jill M. Pierce, CPASenior Manager, HoganTaylor LLPChip Harris, CPAPartner, RubinBrown LLP$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
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 LLP
Gregory 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
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
IdentificationEBP1948DateMay 7, 2019This 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
Principal, Windham Brannon, LLCShareholder, Clark Schaefer Hackett$49Standard Price
IdentificationEBP1956DateMay 8, 2019This 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
Principal, Windham Brannon, LLCAssurance 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
