The Basic Audit Track walks through the required audit procedures for CPAs who are new to auditing EBPs.
Conference Presenters:
Speakers: Phil Mills, CPA, Senior Manager, Aprio, LLC
Jeanette Stillwagner, CPA, Signing Director, Clifton Larson Allen
Agenda:
Introductions - 8:00 - 8:15 a.m.
Theory - 8:15 - 8:30 a.m.
Trial Balances/Grouping/Materiality 8:50 - 9:15 a.m.
Selection Methodology 9:15 - 9:45 a.m.
Break 9:45 - 10:00 a.m.
Contributions 10:00 - 10:35 a.m.
Loans 10:35 - 11:00 a.m.
Withdrawals 11:00 - 11:35 a.m.
Lunch 11:35 a.m. - 12:20 p.m.
Participant Testing 12:20 - 2:00 p.m.
Break 2:00 - 2:15 p.m.
Discrimination Testing 2:15 - 2:25 p.m.
Expenses 2:25 - 2:40 p.m.
Investments 2:40 - 3:00 p.m.
Financial Statement 3:00 - 3:25 p.m.
Conclusion 3:25 - 4:00 p.m.