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Working With Auditors: Stories From Inside the Audit Engagement


The practice note Working With Auditors of Pension and OPEB Plans will provide actuaries with insights to help them engage in productive conversations with auditors as they work together to support their mutual clients. During this webinar, our panelists—including individuals who routinely support audit engagements and actuaries serving as valuation actuaries for their clients—will provide background on the standards that guide audit engagements and how those influence the work of auditors and actuaries when supporting an audit engagement.

The speakers will also discuss some areas that commonly result in a dialogue between actuaries and auditors, including:

  • Assessing actuarial assumptions and methods;
  • Rollforward techniques;
  • Issues unique to OPEB plans; and
  • Accounting concepts such as materiality, preferability, and changes in prior period results.
Continuing education credit and JBEA non-core continuing professionalism education credits will be available (click here for more information).


  • John T. Stokesbury, MAAA, FSA, FCA, EA

    Vice Chairperson, Actuarial Board for Counseling and Discipline

  • Stephen N. Eisenstein, MAAA, FSA, FCA, EA

  • Stephen S. Breeding, MAAA, FSA, EA

    Member, Pension Accounting Resource Group

  • Ellen L. Kleinstuber, MAAA, FSA, FCA, FSPA, EA

    Member, Pension Risk Transfer Work Group

December 16, 2019
Mon 12:00 PM EST

Duration 1H 30M

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