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WP&BC SF Brown Bag Lunch: The Auditors Are Coming! How to Prepare for Audit Season

  • February 25, 2016
  • 11:45 AM - 1:00 PM
  • Trucker Huss LLP, 1 Embarcadero Center 12 Floor, San Francisco, CA 94111


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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.

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



Deadline to register: Monday, February 22, 2016 

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:

Frank McDonald, MBA, Chapter Administrator


Western Pension and Benefits Council - San Francisco Chapter
1540 River Park Drive, Suite 211
Sacramento, CA 95815-4608

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