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 of... 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

Co-Chair
CPA, CGMA
Partner, Chairman – Benefit Plan Audit Services Group | Rubin Brown
Co-Chair
CPA
Partner | Grant Thornton LLP
Committee Member
CPA
Partner | Plante Moran
Committee Member
JD
Principal | Ernst & Young LLP
Committee Member
CPA
Assurance Partner | HoganTaylor 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
Partner | Moss Adams LLP
Committee Member
Managing Member | Metz & Associates PLLC
Committee Member
Partner | Grant Thornton 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
CPA, CPC, QKA, Certified Pension Consultant (ASPPA)
Senior Manager | Ernst & Young LLP
Laura is a Senior Manager in Ernst & Young’s People Advisory Services practice is based in the... 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 - Portfolio Development and Content Development | AICPA
CPA
Assurance Partner | HoganTaylor LLP
Gwen Bryant serves as the practice leader of HoganTaylor’s Employee Benefit Plan practice, one of the... More
CPA
Tax Senior Manager | RSM US LLP
Anne Bushman leads RSM’s Washington National Tax Compensation and Benefits group, where she addresses... More
CEBS
Manager | Grant Thornton LLP
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
Partner | Business Compliance & Controls
CPA
Owner | Melissa G. Critcher,CPA,PC
Melissa G. Critcher, CPA attended Appalachian State University where she received a bachelor of science... More
CPA
Principal | Galliard Capital Management,Inc.
Deloitte & Touche LLP
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
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
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
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
Principal | BerryDunn
Tracy is BerryDunn's Director of Quality Assurance. In this role, he coordinates the firm’s audit and... More
CPA, CGMA
Partner, Chairman – Benefit Plan Audit Services Group | Rubin Brown
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
CPA, MBA
Vice President & Regional Compliance Practice Leader | Segal Company
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, Licensed Attorney
Principal & National Practice Leader, Forensic Technology Services | Grant Thornton LLP
Johnny Lee is a forensic investigator, management consultant, and attorney, specializing in data... 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
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
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
CPA
Senior Manager | MOSS ADAMS LLP
Yuli Mihaylov is a senior manager with Moss Adams and has practiced public accounting since 2006,... More
JD, LL.M.
Managing Director | Grant Thornton
CPA
Principal | Windham Brannon, P.C.
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
JD
Director | PricewaterhouseCoopers LLP
Debbie Packer is a Director in the New York City office of PwC’s Global Human Resources Solutions Group... 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
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
CPA
Partner | Plante Moran,PLLC
Kimber Smail-Benedict is a partner in the assurance practice at Plante & Moran, PLLC. Kimber has... More
Partner | Grant Thornton LLP
CPA
Partner | Fasten Halberstam LLP
David is the designated EBPAQC partner at Fasten Halberstam LLP. He oversees the firm’s Employee Benefit... More
CPA, CGMA
Partner | WithumSmith+Brown,PC
CPA
Partner | Plante & Moran PLLC
Steve VanSteenkiste is a partner in Plante Moran’s assurance practice. Steve has over 15 years of... 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
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
Partner | Moss Adams
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
CPA
Shareholder | Clark Schaefer Hackett
Tiffany is well-versed in the complex area of ERISA compliance. She leads the employee benefit plan... 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