Planning & Risk Assessment – Part I

Tuesday, May 15, 2018 - 2:25pm3:40pm

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. Participants will be able to:
- Recognize a variety of planning documents and procedures that are necessary to properly plan an employee benefit plan, through provided example.
- Recall why these elements are important.
- Indicate when limited-scope audits are appropriate and what documents must be obtained when performing a limited-scope audit.

Knowledge Level:


Field of Study:

Session Type:

CPE Credit: 
Advanced Preparation: 
Speaker(s) Speaker Details Session(s)
Mark Blackburn CPA, CGMA, Partner, LBMC, PC, Franklin, Tennessee 11, 39
Alice Evans CPA, CGMA, Owner, A.C. Evans LLC , Union, Missouri 11, 18, 61
Anne Morris CPA, Principal, Windham Brannon, P.C. , Atlanta, Georgia 11, 26, 61