EBP1956. Financial Reporting and Audit Wrap-Up

Track: 
Audit Fundamentals
Field of Study: 
Auditing
Taxes
CPE Credit: 
1.5
Knowledge Level: 
Basic
Advanced Preparation: 
None

Wednesday, May 8, 2019
 
8:00AM-9:15AM

This session will cover audit completion and financial reporting for a defined contribution plan, focusing on the fundamental track case study, including required communications to management and those charged with governance.
Learning Objectives:

  • Identify presentation requirements for defined contribution plans
  • Recognize financial statement and excerpts of communications to management and those charged with governance relevant to the fundamentals track case study
  • Recall procedures necessary related to a plan’s Form 5500, compliance/discrimination testing, and supplementary schedules
  • Distinguish between the required communications of the plan auditor to management and those charged with plan governance


SESSION SPEAKER(S)

CPA
Assurance Partner | HoganTaylor LLP
CPA
Principal | Windham Brannon, P.C.