Planning and Risk Assesment

Session Date: 
May 8th, 2017 - 2:25PM3:40PM


This session will be a continuation of a defined contribution case study and will focus on audit planning and risk assessment in a defined contribution plan. Facilitators recommend bringing your laptop to this session to fully participate in the case study.

Attendees Will Learn How To:

  • Identify the risk of errors in financial statement accounts
  • Design audit procedures that focus on identified risks
  • Incorporate an element of unpredictability in the audit
  • Develop best practices in audit documentation​

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Maggie Wise CPA, Senior Manager, Windham Brannon, Atlanta, GA 5, 13
Monique Elliott CPA, Partner, Elliott Group CPAs, Charlotte, NC 13, 46

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2