Speakers 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 Chef Accountant EBSA, U.S. Department of Labor Michael Auerbach CPA Chief Accountant Employee Benefits Security Administration, U.S. D 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 Eileen Brassil CPA, CFE Partner Legacy Professionals LLP Erin Breit CPA Audit Partner BDO USA, LLP Pablo Breuer Helm Services Michelle Buckley CPA, AIFA Partner Meaden & Moore, Ltd. Anne Bushman CPA Partner RSM Renee Cahill Director Grant Thornton 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 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 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 Christina MacLeod Enrolled Retirement Plan Agent Managing Director Deloitte Jodi Malis CPA, CGMA Partner Hancock Askew & Co.,LLP 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 Auditor U.S. Department of Labor (EBSA) April Mitchell Beasley Anne Morris Principal Windham Brannon, LLC Thomas Pevarnik Managing Director Deloitte Tax LLP Kristin Ryan CPA Founder & CEO Ryan + Mann LLC Lisa Sanford CPA Manager RubinBrown Daniel Schiffer JD Supervisory Investigator U.S. Department of Labor, Employee Benefits Security Administration Alicia Schmidt 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 Allison Smaluk The Northern Trust Company Deborah Smith CPA Partner Grant Thornton LLP Leslie Spears Compliance Analyst Fidelity Stephen Tackney J.D. Deputy Associate Chief Counsel, IRS Office of Chief Counsel Internal Revenue Service Israel Tannenbaum Partner Withum Laura Taylor Partner Plante Moran Edward Thurmand JohnHancock Emily Tillis Partner Moss Adams John Utz J.D. Managing Member Utz & Lattan, LLC Bobby Vercoe CPA Principal Windham Brannon LLC Deb 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 Tiana Wynn CPA, MBA Partner SB & Company LLC
