Peer Review Part I

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

Track:

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

Accounting
Auditing
Behavioral Ethics
Business Management & Organization
Economics
Personal Development
Specialized Knowledge
Tax

Skill Levels Legend

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