WP&BC SF Brown Bag Lunch Program
The Auditors Are Coming!
How to Prepare for Audit Season
Sponsored by
FREE for WP&BC SF Chapter Members
$45 for Non-Members
Thursday, February 25, 2016 (11:45 AM - 1:00 PM)
Come join us for a lively round table discussion!
Every year the auditors descend and camp out in your conference room and pepper you with their data requests and questions. This year resolve to be ready for the auditors in advance and prepare for the smoothest audit season yet. We will share tips and best practices and our discussion leader will provide the auditor's perspective.
Brad Wall from Moss Adams LLP and WP&BC SF Chapter Board Member will lead the discussion.
Brad Wall has been performing audits of employee benefit plans since 1999, having managed over 800 such audits for clients ranging from small privately held businesses to global public companies. He specializes in auditing 401(k), pension, employee stock ownership, and health and welfare plans. In addition, he has assisted in and supervised audits included in Form 11-K filings with the SEC.
Alison Wright from Hanson Bridgett LLP will moderate.
DATE: Thursday, February 25, 2016
TIME: 11:45 AM - 1:00 PM - Please arrive promptly.
PLACE: Trucker Huss 1 Embarcadero Center, 12th Floor San Francisco, CA 94111
BRING: Your lunch! Dessert and beverages will be provided.
Trouble logging in? Call (415) 730-5479 or email info@wpbcsf.org
MEMBERS FREE – PRE-REGISTRATION REQUIRED
NON-MEMBERS: $45
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Frank McDonald, MBA, Chapter Administrator
info@wpbcsf.org
Address:
Western Pension and Benefits Council - San Francisco Chapter 1540 River Park Drive, Suite 211 Sacramento, CA 95815-4608 916-550-2608
