Dena Herbolich

Partner | Moss Adams LLP

Dena has practiced public accounting since 1993. Dena is part of the Moss Adams Employee Benefit Plan Steering Committee. Her related responsibilities include firmwide benefit plan education and quality control. Her benefit plan practice includes audits and consulting for defined contribution and defined benefit retirement and health plans, including employee stock ownership, cash balance, and complex investment arrangements.
Dena maintains current knowledge of industry regulations through formal continuing education sponsored by the American Institute of Certified Public Accountants (AICPA), the American Society of Pension Professionals and Actuaries, the Western Pension & Benefits Counsel, the IRS, and the Department of Labor. She received the Moss Adams Technical Excellence Award for her knowledge of the employee benefit plan industry. She was the co-chair of the AICPA EBP Conference Planning Committee in 2017 and 2018.


Sessions

This hands on class will walk through the key areas of accounting, auditing and financial reporting for ESOPs.
Learning Objectives:

  • Understand relevant provisions of ESOPs
  • More