Are you feeling overwhelmed by the prospect of year-end preparations and unsure where to even begin? Are you dreading the year-end crunch as you grapple with the intricacies of measurement versus valuation dates, document requests, and journal entry preparations? Fear not—we’re here to guide you through every step of the process: getting you ready for year-end close, what your auditor will need from you & what they’ll be looking at when performing your audit.

Join LSL Managers, Krystal Cabrera, CPA and Riley Greenlee, CPA as they outline the fundamentals for beginners: where to start, which documents to request and when, and the essential items needed to prepare accurate journal entries and footnotes. They will demystify the distinction between measurement and valuation dates, and GASB 68 and 75. Additionally, you will gain invaluable insights on preparing journal entries, allocations, and schedules for your year-end audit, empowering you to proactively anticipate auditor inquiries, requests and streamline your audit process. From common auditor requests to essential checks and tie-outs, they’ll address prevalent errors, challenges, and questions to enhance your proficiency in handling pension and OPEB accounting with confidence.