Peer Review Part II

Session Date: 
May 9th, 2017 - 1:25PM2:40PM


This session will address challenges and recent changes related to the Peer Review Employee Benefit Plan Audit Engagement Checklist.  In order to reinforce the topics covered, this session will include hands-on application of learning objectives using case studies and example working papers.

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