SAS No. 136: Applying Lessons Learned for the Future

Start time:
December 13, 2022 9:00 AM PT
1 hour
Melissa White, Moss Adams, (206) 302-6828
Cost to attend:

As we approach year-end, you may be wondering how others have been affected by the impacts of Statement on Auditing Standards (SAS) No. 136 and what you can do to stay up to date and prepare for upcoming changes.

Join us for our webcast, SAS No. 136: Applying Lessons Learned for the Future, for insights on employee benefit plans. Industry professionals and audit specialists will answer questions, address concerns, and expand on key topics, such as:

  • The impacts of SAS No. 136 on employee benefit plan sponsors
  • Lessons learned as we approach year-end
  • Key recommendations for educating your workforce on recent changes


Catrina Blackwell, CPA, Partner, Moss Adams

Catrina has practiced public accounting since 1992. In 2007, she joined Moss Adams from a Big Four firm, where she was an assurance director and leader of the Employee Benefit Plan Assurance Practice. Catrina now leads the Employee Benefit Plans Audit Practice in Los Angeles.

Erin Goldfarb, CPA, Partner, Moss Adams

Erin has practiced public accounting since 2000. Erin is a leader in the firm’s Northern California Employee Benefit Plan Practice and works with employee stock ownership plan (ESOP) companies. She oversees assurance and consulting engagements for clients in the agricultural, food and beverage, manufacturing, distribution, and professional services industries.

Jered Villacorte, CPA, Senior Manager, Moss Adams

Jered has practiced public accounting since 2013, and has extensive experience with auditing benefit plans, including defined contribution and health and welfare plans. He helps lead the Los Angeles Employee Benefit Plan Practice, which includes training our teams and advising clients to ensure their compliance. Jered also works with private investment funds, including private equity and venture funds, guiding them through technical accounting and industry standard practices.

Registration Form

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CPE Information

Program Level:
Auditing: 1
Delivery Method:
Learning Objectives:

After completing this training, participants will be able to list three ways the new audit standards have impacted benefit plan audits; identify the key recommendations for educating their workforce on recent changes; and describe the changes that lie ahead for benefit plan reporting and how to be prepared.

Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Melissa White at (206) 302-6828 or send them an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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