Conference Speakers

Thank you for joining us in 2018. Below is the 2018 agenda and speakers. We will offer more great topics in 2019! Check back for the agenda in January 2019!

Keynote Speakers


Amanda Wilkie, PMP
Consultant, Boomer Consulting, Inc.

L. Gary Boomer
Boomer Consulting, Inc., Visionary and Strategist

Drew Dudley, PMP
Founder of Day One Leadership’

All Speakers

Monique Elliott

Elliott Group CPAs, PLLC
CPA

Nancy Manary

RSM US LLP
CPA

Patrick Blanchard

Alvarez & Marsal Tax and, LLC

Peggy Bradley

Northern Trust
BA

Robert Cote

Cote & Company
CPA

Robert Delgado

KPMG LLP
JD, LL.M.

Robert Lavenberg

ERISAworks LLC
CPA, CGMA, JD, LL.M. (Taxation)

Russ Proctor

Pacific Life Insurance
FSA, CFA, EA, MAAA

Ryan Koch

Moss Adams LLP
CPA

Santiago R Bianchi

ExxonMobil
BA, MBA

Sara Wilson

Grant Thornton LLP
CPA

Scott Albert

U.S. Department of Labor (EBSA)

Pages

Committee Members

Anne Bushman

CPA
RSM US LLP

Carey Mitchell

CPA
Association of International Certified Public Accountants

Carol Zurcher

CPA, CGMA, PFS
Thomas, Zurcher & White, P. A.

Chip Harris

CPA, CGMA
RubinBrown LLP

Cindy Dwyer

CPA
Mayer Hoffman McCann PC

Deborah Smith

CPA
Grant Thornton LLP

Deborah Walker

CPA
Cherry Bekaert LLP

Dena Herbolich

CPA
Moss Adams

Gwendolyn Bryant

CPA
Hogan Taylor LLP

Jeffrey Martin

CPA
Grant Thornton LLP

Josie Hammond

CPA
RSM US LLP

Karen Field

JD
KPMG LLP

Kris Esposito

CPA, MST
Association of International Certified Public Accountants

Lisa Germano

CPA, CGMA, JD
Actuarial Benefits & Design Company

Marilee Lau

CPA
Marilee Lau CPA

Michael Auerbach

CPA
U.S. Department of Labor (EBSA)

Theresa Banka

CPA
Plante Moran PLLC

Travis Jack

CPA, QKA
Metz & Associates PLLC