Featured Speakers

Principal | BerryDunn
Tracy is BerryDunn's Director of Quality Assurance. In this role, he coordinates the firm’s audit and accounting technical resources. Tracy helps clients with a variety of issues including: •Audits... More
Principal & National Practice Leader, Forensic Technology Services | Grant Thornton LLP
Johnny Lee is a forensic investigator, management consultant, and attorney, specializing in data analytics, digital forensics, and electronic discovery in support of investigations, data breach... More

Committee Members

Committee Member
CPA
Partner | Plante Moran
Committee Member
JD
Principal | Ernst & Young LLP
Committee Member
CPA
Tax Senior Manager | RSM US LLP
Committee Member
CPA, CGMA, JD
President | Actuarial Benefits & Design
Committee Member
CPA
National Director of Employee Benefit Plan Services | RSM US LLP
Committee Member
CPA, CGMA
Partner | RubinBrown LLP
Committee Member
CPA
Partner | Moss Adams LLP
Committee Member
Managing Member | Metz & Associates PLLC
Committee Member
CPA
Partner | Grant Thornton LLP
Committee Member
Partner | Grant Thornton LLP
Committee Member
CPA
Assurance Partner | HoganTaylor LLP
Committee Member
CPA
National Director,Compensation and Benefits | Cherry Bekaert LLP
Committee Member
CPA
Partner | Thomas, Zurcher & White, P. A.

Speakers

CPA
Retired Partner | Grant Thornton LLP
Eddie Adkins is a retired partner of Grant Thornton LLP, where he served in the firm’s national tax... More
Chief of the Division of Reporting Compliance | U.S. Department of Labor (EBSA)
Mr. Albert has been the Chief of the Division of Reporting Compliance since 2000. He has over ten years... More
Fund Accounting Manager | Galliard Capital Management
As a Stable Value Fund Accounting Manager, Mike leads the team of seasoned accountants in Galliard’s... More
CPA
Senior Auditor | U.S. Department of Labor (EBSA)
Mr. Aron has nearly thirty years of experience in working with audits of ERISA-covered plans. He is... More
CPA
Partner | Plante Moran
Theresa has over 30 years of experience in her practice specialization in the audits of employee benefit... More
BBA / MBA
Benefit Plans Reporting Manager | ExxonMobil
Santiago Bianchi is one of ExxonMobil’s US benefit plans fiduciary and global technical expert (GTE) for... More
JD
Principal | Ernst & Young LLP
Christa Haas Bierma is a member of Ernst & Young LLP’s Washington, DC, National Tax compensation and... More
CPA
Senior Manager | AICPA
Carey Blakeman is a senior manager in portfolio strategy and management at the Association of... More
BA
Senior Vice President | Client Business Solutions | Northern Trust
Peggy Bradley is a consultant in Northern Trust’s Client Business Solutions consulting team, providing... More
CPA
Partner | Meaden & Moore Ltd
Michelle is a Vice President in Meaden & Moore’s Assurance Services Group with over 25 years of... More
CPA
Tax Senior Manager | RSM US LLP
Anne Bushman leads RSM’s Washington National Tax Compensation and Benefits group, where she addresses... More
JD
Senior Associate | KPMG LLP
Kelli Cacciotti is a Senior Associate with KPMG LLP’s Washington National Tax Practice in the... More
CEBS
Manager | Grant Thornton LLP
CPA
Managing Director | Deloitte & Touche LLP
Sandi is an Managing Director with Deloitte & Touche LLP where she is a member of the Firm’s... More
CPA
Partner | RSM US LLP
Eric Carroll, CPA is a partner at RSM US LLP with over 15 years of employee benefit plan accounting and... More
CPA, CGMA
Senior Manager | AICPA
Jennifer Clayton, CPA, CGMA Senior Manager, Professional Ethics Jennifer Clayton is a Senior Manager in... More
CPA
President | Cote & Company
Bob is the sole shareholder in Coté & Company, APC located in San Francisco, California. He... More
CPA
Owner | Melissa G. Critcher,CPA,PC
Melissa G. Critcher, CPA attended Appalachian State University where she received a bachelor of science... More
CPA
Managing Director | Deloitte & Touche LLP
Catherine L Daubek is an audit managing director with Deloitte & Touche LLP in the Employee Benefits... More
Principal, Employee Benefit Plans | CliftonLarsonAllen LLP
Kelly Davis leads CLA’s employee benefit plan consulting and tax practices of who consults nationally... More
PhD
Professor | Tulane University
CPA
Senior Manager | AICPA
Linda Delahanty, CPA is a senior manager with the American Institute of Certified Public Accountants.... More
CPA
Shareholder | Mayer Hoffman McCann PC
Cindy Dwyer is the President of MHM Retirement Plan Solutions LLC with over 30 years of experience in... More
CPA
Shareholder/Owner | Elliott Group CPAs,PLLC
Monique Elliott founded Elliott Group CPAs, PLLC (formerly Whitfield Elliott, PLLC) in 2012 after a... More
Partner & ERISA Attorney | FisherBroyles LLP
Jewell Lim Esposito offers 25 years of in-the-trench practical experience in the Employee Benefits/Tax... More
CPA,MST
Senior Manager - Tax Policy & Advocacy | AICPA
Kristin Esposito, AICPA Tax Policy & Advocacy, Washington, DC Kristin is the AICPA staff liaison to... More
JD
Senior Director | RSM
Karen Field has over 34 years of experience in the Employee Benefits area. Karen recently joined the... More
CPA
Managing Director, National Practice Leader | BDO
Kim is a managing director in BDO’s Compensation and Benefit Services practice. With over 20 years of... More
Senior Principal | Galliard Capital Management
Chad is Chief Operating Officer of Galliard Capital Management. In this role, he oversees all back-... More
JD
Manager, Regulatory Supervision | Prudential Retirement
Kizzy is the Manager of Regulatory Supervision with Prudential Retirement, where she manages a team of... More
CPA, CGMA, JD
President | Actuarial Benefits & Design
Lisa C. Germano, JD, CPA, President and General Counsel, Actuarial Benefits & Design Company. Lisa... More
Enrolled Agent
Washington Nat'l Tax | RSM US LLP
Keandra is member of Washington National Tax for the compensation and benefits team of RSM US LLP.... More
JD
Shareholder | Littler Mendelson, P.C.
With over 30 years of legal experience, Mark J. Grushkin focuses on providing clients with employee... More
CPA
Senior Manager | Plante Moran PLLC
Jean Hackstock is a senior manager in Plante Moran’s assurance practice. Jean has over 13 years of... More
CPA
National Director of Employee Benefit Plan Services | RSM US LLP
Josie Hammond is the National Director of Employee Benefit Plan Services for RSM US LLP. She is... More
CPA
Sr Mgr. Benefit and Risk Management Finance | Quest Diagnostics,Inc.
Garrett Hansen, CPA, CGMA Garrett has over 20 years of experience in management roles relating to... More
CPA, CGMA
Partner | RubinBrown LLP
Chip Harris is a partner at RubinBrown LLP and is the practice leader for the firm’s Benefit Plan Audit... More
CPA, CGMA
Partner | Clark,Schaefer,Hackett & Co.
James Haubrock, CPA, CGMA Shareholder Assurance Services Firm Treasurer Designated Shareholder-in-Charge... More
CPA
Partner | Moss Adams LLP
Dena has practiced public accounting since 1993. Dena is part of the Moss Adams Employee Benefit Plan... More
Managing Member | Metz & Associates PLLC
Travis is the designated EBPAQC audit partner at Metz & Associates PLLC. Additionally, he... More
Senior Auditor | A.C. Evans LLC
Kathleen Jackson is a Senior Auditor at A.C. Evans, LLC. She joined the firm last year to specialize in... More
Employee Plans Director | Internal Revenue Service
CPA, MBA
Vice President & Regional Compliance Practice Leader | Segal Company
Mr. Kamenitz is a Vice President and Regional Retirement Compliance Practice Leader in Segal’s New York... More
Managing Director | BCG Penbridge
Steve is Managing Director of BCG Penbridge. He has over 20 years of experience in defined benefit... More
CPA, JD, LL.M.
Tax Managing Director | KPMG LLP
Rob is a Managing Director in Washington National Tax with KPMG LLP (KPMG). He specializes in the... More
CPA
Director, Regulatory Analysis and Consulting | Fidelity Investments
Mike F. Kraemer, CPA Director, Regulatory Analysis and Consulting Fidelity Investments Mike supports the... More
JD, LL.M. (Taxation)
Shareholder | Littler Mendelson, P.C.
Melissa B. Kurtzman focuses her practice on representing management in a variety of employee benefits... More
CPA
Sole Practitioner | Marilee Lau CPA
Marilee Pierotti Lau, CPA Marilee Lau provides consulting services to firms specializing in employee... More
CPA, CGMA
COO and A&A Partner | Hantzmon Wiebel LLP
CEO and A&A Partner | Hantzmon Wiebel LLP Jennifer Lehman, CPA, CGMA Chief Executive Officer and... More
CPA, CGMA
Director | AICPA
Mr. MacKay is responsible for directing the Employee Benefit Plan Audit Quality Center; monitoring... More
CPA
Director | Postlethwaite & Netterville
Bonnie M. Marcantel, CPA, CCIFP, is a Director in the Postlethwaite & Netterville Accounting and... More
Director,Security,Privacy,and Risk | RSM US LLP
Alain Marcuse Director, Risk Advisory Services RSM US LLP Boston, Massachusetts alain.marcuse@rsmus.com... More
CPA, Enrolled Agent
Manager | Johnson Lambert LLP
Calvin Marks is a Tax Manager with Johnson Lambert LLP, a multi-office, niche-focused firm that provides... More
CPA
Partner | Grant Thornton LLP
Jeff Martin is a partnerr in the Washington National Tax Office of Grant Thornton LLP located in... More
CPA
Associate Director - CPA Quality and Evolution | AICPA
Carl Mayes is a Senior Manager on the Public Accounting team at the AICPA. He is the project lead for... More
CPA
Audit Manager | Deloitte & Touche
Patricia McCormick is an audit manager with Deloitte & Touche. She specializes in employee benefit... More
CPA
Partner | Plante Moran
I lead the employee benefit plan audit practice for our Rocky Mountain region, overseeing a team of... More
Sr. Director | Pacific Life Insurance Company
Marty joined Pacific Life in 2012 as a Director in the Retirement Solutions Division. He is responsible... More
CPA
Principal | CLA
Stacy is a principal in the Employee Benefit Plan Group at CLA with more than 19 years of employee... More
JD, LL.M.
Managing Director | Grant Thornton
CPA
Principal | Windham Brannon, P.C.
Anne Morris is a Principal with Windham Brannon, P.C. in Atlanta, GA with 18 years of experience,... More
CPA
Senior Manager | Mayer Hoffman McCann, P.C.
CPA, JD, LL.M.
Partner | Marks Paneth LLP
Avery E. Neumark, CPA, JD, LL.M, is a Partner in the Tax Group at Marks Paneth LLP. Mr. Neumark is an... More
CPA
Partner | Plante Moran
Gabe is a partner with more than 19 years of experience managing benefit plan audit engagements for... More
CPA
Senior Director | RSM US LLP
Bill O’Malley is a Senior Director in RSM’s national tax practice focusing on compensation and benefits... More
Senior Manager | Moss Adams LLP
Francis has over 10 years experience in the health care industry, involving all types of managed care... More
JD
Director | PricewaterhouseCoopers LLP
Debbie Packer is a Director in the New York City office of PwC’s Global Human Resources Solutions Group... More
Dean of Kaufman Rossin University | Kaufman Rossin & Co
Dr. Reggie Padin's goal is to help Kaufman Rossin achieve its strategic objectives through learning... More
CPA
Partner | Navolio & Tallman LLP
Tom is a partner at Navolio & Tallman LLP, a boutique CPA firm located in San Francisco, California... More
CPA
Principal | Johnson Lambert LLP
As an Audit Principal in the Vienna, VA office, Amisha Patel manages all aspects of performing financial... More
CPA
Principal | Apple Growth Partners
Sue Peirce is a principal and leads the employee benefits audit and specialty services team at Apple... More
JD, LL.M. (Taxation)
Managing Director | Deloitte Tax LLP
Thomas Pevarnik Thomas Pevarnik is a Managing Director in Deloitte Tax’s Washington National Tax Office... More
FSA, MAAA, FCA
Director | KPMG LLP
Mr. Polisner is an actuary based in the Chicago office of KPMG. He is a Director in charge of the... More
Director, Retirement Solutions Division | Pacific Life Insurance Company
Russ joined Pacific Life in 2011 as a director in the Retirement Solutions Division. He is responsible... More
LL.M.
Managing Director | Grant Thornton LLP
Mark is a Managing Director with Grant Thornton LLP, and is the Atlanta Compensation & Benefits... More
CPA, CGMA
Senior Vice President | Argent Financial Group
Chris is Senior Vice President with Argent Financial and operates a Registered Investment Advisory firm... More
CPA
Partner | Plante Moran,PLLC
Kimber Smail-Benedict is a partner in the assurance practice at Plante & Moran, PLLC. Kimber has... More
QKA
Manager | Ernst & Young LLP
Katie is a Manager in Ernst & Young’s People Advisory Services practice and is based in the... More
Partner | Grant Thornton LLP
Debbie is a partner in Grant Thornton LLP’s national professional standards group, specializing in... More
CPA
Assurance Partner | HoganTaylor LLP
Gwen Stoute Bryant serves as the practice leader of HoganTaylor’s Employee Benefit Plan practice, one of... More
CPA,QPA
VP | Goldberg,Swedelson & Associates
Mark is the third generation of a family owned pension consulting practice, joining the firm in 1990. A... More
CPA, CGMA
Partner | WithumSmith+Brown,PC
CPA/ABV, CVA
Partner | Torrillo & Associates, LLC
David A. Torrillo, CPA/ABV, CVA David A. Torrillo is the managing member of Torrillo & Associates,... More
Principal and Employee benefits Consultant | Plante Moran PLLC
Jonathon Trionfi is a health and welfare consultant with Plante & Moran’s Employee Benefits... More
CPA
Partner | Plante & Moran PLLC
Steve VanSteenkiste is a partner in Plante Moran’s assurance practice. Steve has over 15 years of... More
Sr. Investigator | U.S. Department of Labor (EBSA)
CPA
National Director,Compensation and Benefits | Cherry Bekaert LLP
Based in the Firm’s Washington, D.C. office, Deborah is National Director of the Firm’s Compensation... More
CPA
NA | Johnson Lambert LLP
Diane Walker, CPA, is a partner at Johnson Lambert LLP, a multi-office, niche-focused firm that provides... More
CPA
Partner | Moss Adams LLP
Brad has performed audits of employee benefit plans since 1999, having managed over 1,000 such audits... More
Partner | PricewaterhouseCoopers LLP
Michele is a Partner in PwC's Asset Management and Wealth industry group specializing in alternative... More
Partner | Husch Blackwell LLP
When owners of privately held businesses decide it’s time to transition out of ownership of their... More
Manager, Accounting | CenturyLink, Inc.
John is manager of Benefits Accounting at CenturyLink, Inc. He oversees accounting for Pension and Post-... More
CPA
Shareholder | Clark Schaefer Hackett
Tiffany is well-versed in the complex area of ERISA compliance. She leads the employee benefit plan... More
CPA
Deputy Assistant Secretary for Policy | U.S. Department of Labor (EBSA)
Jeanne Klinefelter Wilson is the Deputy Assistant Secretary for Policy of the Employee Benefits Security... More
CPA
Senior Manager | Grant Thornton LLP
Sara has over 18 years of experience auditing employee benefit plans, including audits of defined... More
CPA
Partner | Thomas, Zurcher & White, P. A.
Carol Zurcher is a CPA. On October 1st of 2018 she celebrated her 30th year at Thomas, Zurcher and... More