What is new with plan audits!

We invite you to our May PECA event to discuss current changes and other hot topics in employee benefit plan audits! This event will be in-person and held on May 17, 2022 from Noon to 1:40 pm at a new conference space located at 2200 Century Parkway where lunch will be provided.  Our panel of EBP auditors will discuss the New EBP Audit Standard and its impact on plan audits being performed this year, provide real life examples of common audit issues, ideas for more efficient audits, how technology is being incorporated into the audit process, and more! These topics will be insightful for recordkeepers producing certified audit packages, TPAs assisting their clients through the audit process, auditors in the industry, and attorneys assisting their clients with compliance issues found during these audits.

Atlanta-based EBP Audit Partners, Candace Jackson, Moore Colson, and Anne Morris, Windham Brannon, will lead an interactive discussion on these topics. Both Candace and Anne serve on the Georgia Society of CPAs Employee Benefit Plan Conference task force, are frequent webinar speakers and blog authors on current audit topics, and lead their respective firm practice areas to produce high quality audit processes for a large number of plans annually.

The world of employee benefit plans is continually evolving and audit processes continue to be refined each year. Bring your questions and discuss plans, guidance and tools with local thought leaders!

Candace Jackson, CPA, is a Partner in Moore Colson’s Business Assurance Practice. Candace manages audit and review teams and serves as a practice area leader in the firm’s Employee Benefit Plan audit practice. With over 13 years of experience with employee benefit plans, Candace serves both public and private company plans to ensure compliance with reporting requirements and advise on plan operations. She annually assists clients with 401(k), 403(b), pension, ESOP, and health and welfare plans.

With nearly 20 years of public accounting experience, Anne specializes in not-for-profit and employee benefit plan audits. She is an integral part of the Firm’s assurance practice and is the Audit and Assurance Leader of the Not-for-Profit Services Practice and Employee Benefit Plan Practice at Windham Brannon.

She has served as the chairperson 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 benefit plan 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 Bachelor 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, and the Georgia Center for Nonprofits. She is also on the Board of Directors for Kate’s Club, Inc. and is a former board member of National Women in Pensions, Inc.

She currently is on the Advisory Committee for the Atlanta Chapter of Women in Pensions Network.

Lunch will be provided.

Two hours of CE credit for ASPPA, NIPA, and other organizations should be self-reported.  Certificates of attendance will be provided for those who have attended for the required amount of time. ERPA CE credit has been applied for and will be reported on behalf of each attendee who has requested it, attended for the required amount of time and provided a valid PTIN.

Sponsors – Thank you to our Platinum Sponsors for this Event: