Speakers Eddie Adkins CPA Retired Partner Grant Thornton LLP Scott Albert Chief of the Division of Reporting Compliance U.S. Department of Labor (EBSA) Jennifer Allen CPA Partner Crowe LLP Angela Appleby CPA, CITP, CISSP, CISA, CIA, QSA-PCI Audit Partner Plante Moran Marcus Aron CPA Acting Chief, Division of Accounting Services 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 Director BDO Lindy Beldyga CPA Partner Plante & Moran, PLLC Douglas Bertossi CPA, CEBS Principal CLA Christa Bierma Principal Ernst & Young LLP Mark Blackburn CPA, CGMA Shareholder LBMC,PC Patrick Blanchard JD, LL.M. (Taxation) Managing Director Alvarez & Marsal Peggy Bradley BA Senior Vice President | Client Business Solutions Northern Trust Erin Breit CPA Audit Director Anton Collins Mitchell LLP Michelle Buckley CPA, AIFA Partner Meaden & Moore, Ltd. Renee Cahill CEBS Director Grant Thornton LLP Eric Carroll CPA Partner RSM Melissa Critcher CPA Owner Melissa G. Critcher, CPA, PC Lorraine Dorsa FCA, MAAA. MSPA. EA, CEBS Principal & Actuary Aegis Pension Services, Inc. Randy Dummer CPA Partner Henderson, Hutcherson & McCullough, PLLC/Chattanooga, TN Cindy Dwyer CPA Director CBIZ MHM LLC Mae Elbohy Manager Plante Moran, PLLC Bob Ellerbrock Jewell Esposito Partner & ERISA/Tax Attorney FisherBroyles LLP Kristin Esposito CPA, MST Director - Tax Policy & Advocacy AICPA Karen Field J.D. Senior Director RSM US LLP Kerri Franz CPA Senior Manager Weaver, LLP Beth Garner CPA National Practice Leader, ERISA Audits BDO USA, LLP Kizzy Gaul Esq. Manager, Regulatory Supervision Prudential Retirement Lisa Germano President and General Counsel Actuarial Benefits & Design Company Ahava Goldman CPA, CGMA Associate Director AICPA Jodi Green Esq. Partner Tatum Hillman & Powell LLP Cody Griffin Partner HoganTaylor Technology Dan Haines Director, Internal Controls Transamerica Josie Hammond CPA National Director of Employee Benefit Plan Services RSM US LLP Dr. Robyne Hanley-Dafoe Senior Educational Developer, Centre for Teaching and Learning Trent University Chip Harris CPA Partner RubinBrown LLP Timothy Hauser - Invited Deputy Assistant Secretary for Program Operations U.S. Department of Labor (EBSA) Jennifer Henderson Chief, Division of Field Operations and Support Employee Benefits Security Administration, U.S. DOL Susan Hicks CPA Senior Manager – Employee Benefit Plan Audit Quality Center—Public Accounting AICPA James Horvath Director PricewaterhouseCoopers LLP Travis Jack CPA, QKA Managing Member Metz & Associates, PLLC Kathleen Jackson CPA Audit Manager A.C. Evans LLC Catherine Jones Employee Plans Director Internal Revenue Service Wayne Kamenitz CPA, Dual MBA Taxation & Finance Vice President & Regional Compliance Practice Leader Segal Company Marilee Lau CPA Marilee Lau, CPA Retired KPMG Partner Robert Lavenberg CPA, CGMA, JD, LL.M. (Taxation) President ERISAworks LLC Jennifer Lehman CPA, CGMA CEO and Managing Partner Hantzmon Wiebel LLP Lou Leslie Technical Advisor to the Director, EP Internal Revenue Service Ian MacKay CPA, CGMA Director Association of International Certified Professional Accountants Jodi Malis CPA, CGMA Partner Hancock Askew & Co.,LLP J. Calvin Marks CPA, EA Senior Manager Johnson Lambert LLP Jeffrey Martin CPA Partner Grant Thornton LLP Patricia McCormick Audit Senior Manager Deloitte Rebecca Miller Retired CPA inactive Retired Retired from RSM US LLP Bertha Minnihan CPA Partner, Northern California Regional Assurance Leader Moss Adams Keith Mong JD, LL.M. Grant Thornton Anne Morris Principal Windham Brannon, LLC Jillian Mott CPA Shareholder Mayer Hoffman McCann P.C. Steve Nelson ASA Managing Director Chartwell Financial Advisory Ben Nemtin #1 New York Times Bestselling Author | Cofounder of The Buried Life Movement Melinda Nolen CPA Manager, Employee Benefit Plan Audit Quality Center AICPA Thomas Pevarnik Admitted to the Pennsylvania and DC Bar Managing Director Deloitte Tax LLP Kevin Price PMP Head of Inclusion & Diversity DHG Terrance Richardson Principal KPMG LLP Robert Rosenzweig National Cyber Risk Practice Leader Risk Strategies Toby Ruda CPA Senior Director, Washington National Tax, Compensation & Benefits RSM US LLP Kristin Ryan CPA Audit Senior Manager PKF Texas Mike Sanders Program Manager - Rulings & Agreements Voluntary Compliance Program Internal Revenue Service Christopher Shankle CPA, CGMA Senior Vice Presidnet Argent Financial Group, Inc Eric Slack Internal Revenue Service Deborah Smith CPA Partner Grant Thornton LLP Karen Smith JD, Enrolled Actuary President Nova 401(k) Associates Jeffrey Snader CPA Vice President Charles W. Snader PC Terri Stecher Director KPMG LLP David Stern Partner Fasten Halberstam LLP Gwendolyn Stoute CPA Assurance Partner HoganTaylor LLP Mark Swedelson CPA, QPA Vice-President Goldberg, Swedelson & Associates Inc. Matt Towers Product Lead, Assurance CPA.com Steve VanSteenkiste CPA Partner Plante Moran, PLLC Deb Walker National Director, Compensation and Benefits Cherry Bekaert Michele Weldon Partner PricewaterhouseCoopers LLP Tiffany White CPA Shareholder Clark Schaefer Hackett Sara Wilson CPA Managing Director Grant Thornton LLP Alice Wunderlich CPA Retired Partner Deloitte Tiana Wynn CPA, MBA Partner SB & Company LLC Jimmy Young Manager, Audit Data Analytics AICPA
