Speakers Scott Albert Chief of the Division of Reporting Compliance U.S. Department of Labor (EBSA) Laura Anderson Senior Manager E&Y Marcus Aron CPA Chief, Division of Accounting Services Employee Benefits Security Administration, U.S. Department of Labor Lindy Beldyga CPA Partner Plante & Moran, PLLC Stephanie Bennett Voluntary Compliance Program Coordinator Internal Revenue Service Doug Bertossi CPA, CEBS Principal CLA Christa Bierma Principal Ernst & Young LLP Ali Blackburn CPA Managing Director Ernst & Young LLP Mark Blackburn CPA, CGMA Shareholder LBMC,PC Patrick Blanchard JD, LL.M. (Taxation) Managing Director Alvarez & Marsal Erin Breit CPA Audit Principal BDO USA, P.C. 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 Melissa Critcher CPA, EBPAQC Member Owner Melissa G. Critcher, CPA, PC Robert Davis Partner Davis & Harman LLP Kendra Dodson CPA Managing Director Grant Thornton Cindy Dwyer CPA Managing Director CBIZ MHM LLC Jason Eddy Managing Director Grant Thornton, LLP Monique Elliott CPA Shareholder/Owner Elliott Group CPAs, PLLC Kristin Esposito CPA, MST Director - Tax Policy & Advocacy AICPA Alice Evans CPA. CGMA Principal A.C. Evans LLC Karen Field J.D. Senior Director RSM US LLP Christine Figge CPA Partner RubinBrown LLP Denise Finney CPA Partner EisnerAmper LLP Kerri Franz CPA Partner Weaver, LLP Lisa Germano JD, CPA, CGMA President and General Counsel Actuarial Benefits & Design Company Mary Giganti JD Shareholder Waldheger Coyne Lisa Gomez Assistant Secretary Employee Benefits Security Administration, U.S. DOL Michael Haberman J.D., LL.M. Managing Director Deloitte Josie Hammond CPA National Director of Employee Benefit Plans RSM US LLP Srinivasan Hariharan Vice President Bahwan CyberTek Chip Harris CPA Partner RubinBrown LLP Stephanie Harris - Invited EP Area Manager, Pacific Coast Internal Revenue Service Jessica Henry Managing Director Deloitte Dena Herbolich CPA Partner Moss Adams LLP 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 Kory Hoggan CPA, CIA Partner Moss Adams LLP Travis Jack CPA, QKA Managing Member Metz & Associates, PLLC Kathleen Jackson CPA Audit Senior Manager A.C. Evans LLC Wayne Kaplan CPA CFO Makosi Audit and Tax Jennifer Keim CPA, CEBS Senior Analyst Employee Benefits Security Administration, U.S. Department of Labor Stephen LaGarde Principal EY Marilee Lau CPA Marilee Lau, CPA Retired KPMG Partner Brandon Long JD, LLM - Tax Attorney, Shareholder McAfee & Taft Dr. Darria Long Emergency Physician, Bestselling Author, National TV health + safety expert, Trueve.com Bryce Loveland Shareholder Brownstein Hyatt Farber Schreck, LLP Jodi Malis CPA, CGMA Partner Hancock Askew & Co.,LLP Kelly Mann CPA CEO and Co-Founder AuditMiner Jeffrey Martin CPA Partner Grant Thornton LLP Gwendolyn Mazzola CPA Assurance Partner HoganTaylor LLP 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 Anne Morris Principal Windham Brannon, LLC Melinda Nolen CPA Manager, Employee Benefit Plan Audit Quality Center AICPA Thomas Pevarnik Managing Director Deloitte Tax LLP Adam Prichard CISSP, CEH Director of Cyber Security Services Staley Technologies Prashanth Ravi Audit Manager Bahwan CyberTek Kristin Ryan CPA Founder & CEO Ryan + Mann LLC Amber Salotto JD Partner Andersen Tax LLC Daniel Schiffer JD Senior Advisor for Criminal Investigations U.S. Department of Labor, Employee Benefits Security Administration Christopher Shankle CPA, CGMA Senior Vice President Argent Financial Group, Inc Jason Shultz Partner of Innovation HoganTaylor LLP Eric Slack - Invited Director, Employee Plans Internal Revenue Service Debbie Smith CPA Partner Grant Thornton LLP Kristen Smith Director, Washington National Tax Grant Thornton LLP Stephen Tackney J.D. Principal KPMG, LLP Laura Taylor Partner Plante Moran Devin Tenney J.D. Senior Manager BakerTilly Lisa Todd CPA Partner Moss Adams David Torrillo CPA/ABV, CVA Managing Member Torrillo & Associates, LLC Jason Underwood CPA President ERISA CPA Julie Verrekia Director-Quality Control Torrillo & Associates, LLC Deborah Walker CPA, MBA National Director, Compensation and Benefits Cherry Bekaert LLP S. Derrin Watson APM Of counsel Ferenczy Benefits Law Center Paul Whitmore Professional Services Consultant -Audit CPA.com Mark Wirth CPA Senior Director RSM US LLP Jason Yepko CRPS, CPFA Director, Retirement Plan Consulting One Digital
