Speakers Marsha Ackerman Director Baker Tilly Scott Albert Chief of the Division of Reporting Compliance U.S. Department of Labor (EBSA) Jennifer Allen CPA Partner Crowe LLP Laura Anderson Senior Manager E&Y Marcus Aron CPA Chief, Division of Accounting Services, Office of the Chief Accountant EBSA, U.S. Department of Labor Michael Auerbach CPA Chief Accountant Employee Benefits Security Administration, U.S. Department of Labor Theresa Banka CPA Partner Plante & Moran, PLLC Darlene Bayardo CPA Owner Bayardo Accounting and Consulting, PC Lindy Beldyga CPA Partner Plante & Moran, PLLC Doug Bertossi CPA, CEBS Principal CLA Santiago Bianchi BBA / MBA Benefit Plans Reporting Manager ExxonMobil Christa Bierma Principal Ernst & Young LLP Mark Blackburn CPA, CGMA Shareholder LBMC,PC Patrick Blanchard JD, LL.M. (Taxation) Managing Director Alvarez & Marsal James Brackens, Jr. CPA, CGMA Vice President of Ethics and Practice Quality AICPA Jim Brady Vice Chairman of Advisory Services alliantgroup Eileen Brassil CPA, CFE Partner Legacy Professionals LLP Erin Breit CPA Audit Partner BDO USA, LLP Pablo Breuer CISSP Executive Director Morgan Stanley 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 Randi Chambers CPA Assurance Partner HoganTaylor LLP Susan Coffey CPA, CGMA Chief Executive Officer - Public Accounting Association of International Certified Professional Accountants Melissa Critcher CPA, EBPAQC Member Owner Melissa G. Critcher, CPA, PC Darius Davenport Partner Crenshaw, Ware & Martin Kendra Dodson Managing Director Grant Thornton Randy Dummer CPA Partner Henderson, Hutcherson & McCullough, PLLC/Chattanooga, TN Cindy Dwyer CPA Managing Director CBIZ MHM LLC Mae Elbohy Senior Manager Plante Moran, PLLC Monique Elliott CPA Shareholder/Owner Elliott Group CPAs, PLLC Mary Espinosa Partner BDO Kristin Esposito CPA, MST Director - Tax Policy & Advocacy AICPA Ilene Ferenczy Esq., CPC, APA Managing Partner Ferenczy Benefits Law Center Karen Field J.D. Senior Director RSM US LLP Kerri Franz CPA Partner Weaver, LLP Jessica Friedly CPA Assurance Partner- Employee Benefit Plans BDO USA, LLP Margaret Friel JD/MBA Retirement Plans Specialist Wilson Sonsini Goodrich & Rosati Lisa Germano JD, CPA, CGMA President and General Counsel Actuarial Benefits & Design Company Lisa Gomez Assistant Secretary Employee Benefits Security Administration, U.S. DOL Lisa Green QPA, QKA Retirement Plan Manager Sherman & Howard, L.L.C. 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 Greg Hawks Corporate Culture Specialist Hawks Agency Susan Hicks CPA Senior Manager - Employee Benefit Plan Audit Quality Center—Public Accounting AICPA Nicole Hilbert Partner KPMG Allison Hoeinghaus CPA Managing Director Alvarez & Marsal J. Cory Hoffer MSFS, CFP, C(k)P, AIF President Hermitage Wealth Management, Inc. Kory Hoggan CPA, CIA Partner Moss Adams LLP Dustin Hostetler Co-Founder and Visionary Transformity Solutions LLC Maria Hurd CPA, RPA Director - Retirement Plan Audit Services Belfint, Lyons & Shuman, CPAs Kathleen Jackson CPA Audit Manager A.C. Evans LLC Kristi Kamykowski Vice President, Client Business Solutions Northern Trust Nicole Kelley Manager RSM US LLP Stephen LaGarde Principal EY Karen Larsen CPA Partner Baker Tilly US, LLP Norman Levinrad Chief Actuary EGPS Brandon Long JD Attorney, Shareholder McAfee & Taft Jodi Malis CPA, CGMA Partner Hancock Askew & Co.,LLP Bonnie Marcantel CPA, CCIFP Director P&N Jeffrey Martin CPA Partner Grant Thornton LLP Carl Mayes CPA Senior Director - Audit and Accounting Quality AICPA Gwendolyn Mazzola CPA Assurance Partner HoganTaylor LLP Trish McGinity Head of Cybersecurity Communications Empower Retirement Lynne McMennamin CPA Assistant Director, Division of Reporting Compliance U.S. Department of Labor (EBSA) Bertha Minnihan CPA Partner, Northern California Regional Assurance Leader Moss Adams April Mitchell Senior Consultant USI Consulting Group Anne Morris Principal Windham Brannon, LLC James Moyna Principal JMM CPA - James Moyna Ajai Murali Senior Manager, Employee Benefit Plans Makosi Angelo Noe Pre-approved Plan Document Program Coordinator IRS Tax Exempt/Government Entities Thomas Pevarnik Managing Director Deloitte Tax LLP Kristin Ryan CPA Founder & CEO Ryan + Mann LLC Lisa Sanford CPA Manager RubinBrown Daniel Schiffer JD Senior Advisor for Criminal Investigations U.S. Department of Labor, Employee Benefits Security Administration Alicia Schmidt CPA Principal CLA April Setlik CPA Global Benefits Plans Controller Mars, Incorporated Christopher Shankle CPA, CGMA Senior Vice Presidnet Argent Financial Group, Inc Norma Sharara JD Managing Director BDO Eric Slack Director, Employee Plans Internal Revenue Service Deborah Smith CPA Partner Grant Thornton LLP Scott Smith Sales Engineer CPA.com Leslie Spears Compliance Analyst Fidelity Stephen Tackney J.D. Principal KPMG, LLP Israel Tannenbaum Partner Withum Laura Taylor Partner Plante Moran William Thurmond Regional Vice President John Hancock Emily Tillis Partner Moss Adams David Torrillo CPA/ABV, CVA Managing Member Torrillo & Associates, LLC John Utz J.D. Managing Member Utz & Lattan, LLC Bobby Vercoe CPA Principal Windham Brannon LLC Deborah Walker CPA, MBA National Director, Compensation and Benefits Cherry Bekaert LLP Diane Walker CPA Partner Johnson Lambert LLP Tiffany White CPA Shareholder Clark Schaefer Hackett Karen Wolfe Manger, Retirement Pograms Reliance Steel & Aluminum Company Tiana Wynn CPA, MBA Partner SB & Company LLC Joseph Zamboni CPA Senior Manager - Accounting & Auditing Tools & Methodology AICPA & CIMA
