Peer Review Part I

Session Date: 
May 9th, 2017 - 11:10AM12:25PM


This session will address new and recent changes to peer review guidance related to the reviews of Employee Benefit Plan engagements.

Presenters will provide:

  • Updates about recent or upcoming changes to Peer Review Guidance related to EBP audit engagements
  • Updates on reviewing firms’ quality control documentation and specific procedures that should be performed
  • Updates on the Enhanced Oversight Program and common issues identified in Matters for Further Consideration forms (MFCs)

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Marilee Lau CPA, Retired Partner, KPMG LLP, San Francisco, CA 42, 50, 62, 101
Thomas Parry CPA, Director, Benson & Neff CPA's, San Francisco, CA 42, 50
William Lajoie CPA, CFF, CFE, Shareholder, William G. Lajoie P.C., Centennial, CO 42, 50

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