Speakers Sharjeel Ahsan CPA Audit Director McConnell & Jones LLP Scott Albert Chief of the Division of Reporting Compliance U.S. Department of Labor (EBSA) Jennifer Allen CPA Partner Crowe LLP Christopher Anderson CPA Shareholder Maloney + Novotny LLC Laura Anderson Senior Manager E&Y Marcus Aron CPA Chief, Division of Accounting Services, Office of the Chef Accountant EBSA, U.S. Department of Labor Greg Ash JD Partner, Employee Benefits Practice Group Chair Spencer Fane LLP Michael Auerbach CPA Chief Accountant Employee Benefits Security Administration, U.S. D Theresa Banka CPA Partner Plante & Moran, PLLC Lindy Beldyga CPA Partner Plante & Moran, PLLC Debbie Berkey Senior Manager, Internal Audit Data Analytics Manager TIAA Christa Bierma Principal Ernst & Young LLP Mark Blackburn CPA, CGMA Shareholder LBMC,PC Patrick Blanchard JD, LL.M. (Taxation) Managing Director Alvarez & Marsal Jim Brackens, Jr. CPA, CGMA Vice President of Ethics and Practice Quality AICPA Michael Brand CPA, CGMA Member BMSS, LLC Erin Breit CPA Audit Partner BDO USA, LLP Michelle Buckley CPA, AIFA Partner Meaden & Moore, Ltd. Anne Bushman CPA Partner RSM Renee Cahill Director Grant Thornton LLP Kim Carl-Cooke CPA Managing Director Deloitte & Touche LLP Sandi Carrier CPA Managing Director Deloitte & Touche LLP Eric Carroll CPA Partner RSM Randi Chambers CPA Assurance Senior Manager HoganTaylor LLP Ken Cooper Senior Director, Internal Investigations TIAA Tanner Coulter Principal Ernst & Young, LLP Eric Dahm Director, Testing & Reporting Services Fidelity Investments Darius Davenport Robert Davis Partner Davis & Harman LLP Kathleen Dulko CPA | CPFA President Ashford Investment Advisors Randy Dummer CPA Partner Henderson, Hutcherson & McCullough, PLLC/Chattanooga, TN Cindy Dwyer CPA Managing Director CBIZ MHM LLC Jason Eddy Managing Director Grant Thornton, LLP Mae Elbohy Senior Manager Plante Moran, PLLC Kristin Esposito CPA, MST Director - Tax Policy & Advocacy AICPA Sonal Fernandez CPA, QKA Chief Compliance Officer Autire Technologies LLC Karen Field J.D. Senior Director RSM US LLP Kerri Franz CPA Partner Weaver, LLP Peg Friel JD/MBA Legal Counsel FIS Lisa Germano JD, CPA, CGMA President and General Counsel Actuarial Benefits & Design Company Matthew Hale CPA Manager Hantzmon Wiebel LLP Josie Hammond CPA National Director of Employee Benefit Plans RSM US LLP Chip Harris CPA Partner RubinBrown LLP Jessica Henry Managing Director Deloitte Allison Hoeinghaus CPA Managing Director Alvarez & Marsal Kory Hoggan CPA, CIA Partner Moss Adams LLP Maria Hurd CPA, RPA Director - Retirement Plan Audit Services Belfint, Lyons & Shuman, CPAs Travis Jack CPA, QKA Managing Member Metz & Associates, PLLC Kathleen Jackson CPA Audit Manager A.C. Evans LLC Nicole Kelley Manager RSM US LLP Ali Khawar Acting Assistant Secretary U.S. Department of Labor (EBSA) Christopher King CPA Managing Director PwC Marilee Lau CPA Marilee Lau, CPA Retired KPMG Partner Norman Levinrad Chief Actuary EGPS Brandon Long JD Attorney, Shareholder, & Practice Group Leader McAfee & Taft Ian MacKay CPA, CGMA Director, Federal Regulatory Affairs Association of International Certified Professional Accountants Jayme Malimban CPA Principal Johnson Lambert LLP Ely Martens Senior Director, Internal Audit Services TIAA Jeffrey Martin CPA Partner Grant Thornton LLP Gwendolyn Mazzola CPA Assurance Partner HoganTaylor LLP Patricia McCormick CPA Audit Senior Manager Deloitte & Touche Ryan McDonald Technical Advisor Internal Revenue Service Trish McGinity Head of Cybersecurity Communications Empower Retirement Stacy Meyer CPA Principal CLA Jennifer Moore CPA, QKA Chief Experience Officer Autire Technologies LLC Anne Morris Principal Windham Brannon, LLC Veena Murthy JD, LLM Taxation Principal, Washington National Tax Crowe LLP Greg Nix Communications Analyst Internal Revenue Service, Employee Plans Stephen Perazzoli Employee Benefit Plans Practice Leader PwC Bobbi Perkins Director - Product Strategy, Retirement & Income Solutions Principal Financial Group Thomas Pevarnik Managing Director Deloitte Tax LLP Brian Price CPA, QKA Partner Autire Technologies, LLC Lisa Sanford CPA Manager RubinBrown Daniel Schiffer JD Supervisory Investigator U.S. Department of Labor, Employee Benefits Security Administration Jodi Schmidt Senior Manager KPMG LLP Mark Schulman World-class drummer for PINK, Foreigner, Billy Idol, Beyonce', Cher & Author Christopher Shankle CPA, CGMA Senior Vice Presidnet Argent Financial Group, Inc Norma Sharara JD Managing Director BDO Jennifer Shirkey Shareholder Flora Pettit Eric Slack Director, Employee Plans Internal Revenue Service Deborah Smith CPA Partner Grant Thornton LLP Mark Swedelson CPA, QPA Vice-President Goldberg, Swedelson & Associates Inc. Israel Tannenbaum Partner Withum Laura Taylor Principal Plante Moran Kevin Testo CPA Partner The Bonadio Group David Torrillo CPA/ABV, CVA Managing Member Torrillo & Associates, LLC Steve VanSteenkiste CPA Partner Plante Moran, PLLC Deb Walker CPA, MBA National Director, Compensation and Benefits Cherry Bekaert LLP Paul Whitmore Customer Success Manager, OnPoint CPA.com Sara Wilson CPA Managing Director Grant Thornton LLP Tiana Wynn CPA, MBA Partner SB & Company LLC Curt Young Partner, Retirement Solutions Aon