Peggy Bradley is a Senior Financial and Regulatory Reporting Consultant in the Client Operations and Reporting Solutions division, supporting institutional custody clients. She began her 30-year banking career at the Federal Reserve Bank of Chicago where she served as a product manager for U.S. Treasury auction and safekeeping services. Peggy joined Northern Trust in 1980 as part of the Midwest Treasury Management team and helped launch the automated cash sweep solution for real estate syndicators.
Michele Weldon is a partner in the Financial Services industry practice group of the Assurance practice at PricewaterhouseCoopers. She is also the Employee Benefit Plan Practice Leader for the Firm. She has specialized in employee benefit plan and ERISA collective investment fund audits since 1990. Michele performs employee benefit plan audits for more than 50 Boston office clients each year. She assists the Firm’s National office in developing employee benefit plan practice aids and in resolving auditing, accounting and reporting issues.
This session will cover a variety of investment topics that are critical for attendees who perform audits or accounting and reporting roles for employee benefit plans with complex investment products and/or investment strategies. Repeat Session 22