A&A Update and SAS 145 Overview

OL1149  |  On Demand Course  |  Update  |  Self-Study

Description

This session will discuss recent audit and accounting standards which impact employee benefit plan audits.  It will also cover the new risk assessment standard (SAS 145) that is effective for 2023 EBP audits.  The discussion will include implementation considerations, assessment of risk, IT General Controls, etc.

This course is part of the 2024 Employee Benefit Plans Conference Bundle. Purchase the conference bundle here.

Credits

Number of Credits Type of Credits
1.00 Auditing

Prices

Member (Early Bird)
$49.00
Non-Member (Early Bird)
$79.00
Member
$49.00
Non-Member
$79.00
Your Price: $79.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $30.00 on this event. Not a member? join today.

Instructors

Anne Morris, CPA

With 16 years of public accounting experience, Anne specializes in employee benefit plan and not-for-profit audits and currently serves as the leader of Windham Brannon's Employee Benefit Plan Practice. As the practice leader, Anne is committed to helping clients ensure that they are in compliance with reporting requirements and advising clients on plan operations and giving recommendations on process and administrative improvements.

She works closely with clients during the planning phase of an audit in order to identify potential issues as early as possible, thereby ensuring that the process is effective, efficient, and completed in a timely manner. She regularly communicates with her clients to help them answer any questions that may arise during the course of the year.

Anne enjoys sharing her knowledge and experience with others. She is currently serving on the Task Force for the Georgia Society of Certified Public Accountants Employee Benefit Plan Conference and has been a frequent speaker at the AICPA National Employee Benefit Plan Conference. Additionally, Anne is regularly invited by the Board of Directors of her clients to present findings from their audits as well as other industry specific topics.

She joined Windham Brannon in 2001 after graduating from Auburn University with a Bachelors of Science in Accounting. Anne then completed her Masters of Accountancy in 2003 from Kennesaw State University.

Anne is an active member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, Women in Pensions, and the Georgia Center for Nonprofits. She is also a Certified Nonprofit Accounting Professional (CNAP).

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