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EBP2116
Documentation Best Practices - What You Think You Know or Should Know
Date
May 3, 2021
$49
Standard Price
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This includes sessions from the conference: AICPA & CIMA Employee Benefit Plans Conference 2021
Join us for an in-depth session on documentation techniques for ERISA plan audits. Participants will have opportunity to explore the key areas where audit documentation is critical - and how insufficient documentation practices can cause a non-conforming engagement even when sufficient substantive procedures have been performed. Our speakers will also share best practices that have been proven successful in their employee benefit plan audits.
Learning Objectives
- Recall the AICPA Professional Standards for documentation and how to apply them in an EBP audit.
- Identify key areas in an EBP audit where excellent documentation practices can significantly contribute toward meeting professional standards.
- Identify and locate resources which are available for the EBP auditor to comply with documentation standards.
Speakers
Principal, Windham Brannon, LLC
Tiana D. Wynn, CPA, MBA
Partner, SB & Company LLC
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