Theresa Banka

Partner | Plante Moran

Theresa has over 30 years of experience in her practice specialization in the audits of employee benefit plans. She is Plante Moran's lead technical partner for the employee benefit plan practice that audits more than 1,500 benefit plans annually (including audits of defined contribution, defined benefit and health and welfare plans sponsored by single employer, multiple employer and multi-employer, church organizations and governmental retirement systems).

She maintains firsthand knowledge of developments in the profession and provides staff with interpretations and explanatory material on new professional pronouncements as they relate to benefit plan financial statements. She is for a member of the Plante Moran team that performs firm-wide pre-issuance quality control reviews on employee benefit plan financial statements.

Theresa actively contributes to various AICPA task forces and is on the AICPA Employee Benefit Plans Conference Planning Committee. She is also a former member of the AICPA’s Employee Benefit Plan Expert Panel. Theresa has authored many articles on benefit plan auditing and financial reporting matters and is a frequent speaker at state and national conferences. She is a Spartan, holding a BA and MBA from Michigan State University.


Sessions

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

Learning Objectives:

  • Recognize relevant provisions of ESOPs
  • More

This session will provide an overview of key changes in the audit and reporting when a plan sponsor of a retirement plan concludes the plan’s termination is imminent. This session will also cover More