AICPA & CIMA Employee Benefit Plans Conference 2022 | Association of International Certified Professional Accountants | 9 May 2022 | Gaylord Opryland Resort & Convention Center, 2800 Opryland Dr, Nashville, TN 37214, USA

Join policymakers, peers and expert speakers for this one-of-a-kind event dedicated to the evolving world of employee benefit plans. No other conference provides this level of direct access to the standard setters, regulators and thought leaders who can provide the latest plans, guidance and tools.

Come network with your community, explore recent trends in tax and audit, and deepen your technical expertise. Whether you’re new to the EBP field or an established professional, you’ll find answers to all your questions and be ready for whatever comes next.

Critical topics
• Guidance directly from leaders at the IRS and the U.S. Department of Labor
• Remote work, virtual burnout, the worker shortage and other pandemic-related issues
• Pain points in data privacy
• Equity compensation (basic and advanced)
• In-depth examinations of MEPs/PEPs, Security 2.0 and much more

Who Should Attend?
• Auditors and tax practitioners
• CFOs and their staff
• Plan sponsors and other service providers, including third-party administrators
• Reporting managers for plan sponsors
• Emerging EBP professionals
• Consultants and other professionals specializing in employee benefit plans, including:
-Financial reporting for plans
-Auditing plan financial statements
-Tax and ERISA consulting for plans, employer sponsors and employee participants
-Tax reporting for plans, employer plan sponsors and plan participants preparing and submitting returns

2022 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

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

Tanner Coulter
Principal, Ernst & Young, LLP

Eric Dahm
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

Cathleen Finneran

Kerri Franz, CPA
Partner, Weaver, LLP

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

Christopher King, CPA
Managing Director, PwC

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, Association of International Certified Professional Accountants

Jayme Malimban, CPA
Principal, Johnson Lambert LLP

Jeffrey Martin, CPA
Partner, Grant Thornton LLP

Gwendolyn Mazzola, CPA
Assurance Partner, HoganTaylor LLP

Patricia McCormick, CPA
Audit Senior Manager, Deloitte & Touche

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

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

Mike Sanders - Invited
Program Manager - Rulings & Agreements Voluntary Compliance Program, Internal Revenue Service

Lisa Sanford
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 - Invited
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