11-K Audits

CPA

Debbie is a partner in Grant Thornton LLP's national professional standards group, specializing in employee benefit plan assurance. She has over 35 years of experience in auditing benefit plans and has practiced exclusively in this area for almost 30 years. Debbie is the current chairman of the Executive Committee of the AICPA's Employee Benefit Plan Audit Quality Center and is a past chairman of the AICPA Employee Benefit Plans Expert Panel. She served a three-year term on the U.S. Department of Labor's ERISA Advisory Council and also served multiple years on the Technical Standards Subcommittee of the Professional Ethics Committee. Debbie represents Grant Thornton through her continued active involvement in various AICPA committees and task forces, and she is a frequent speaker at industry conferences on employee benefit plans. Debbie is a member of the AICPA, the Illinois Certified Public Accountants Society, and earned her B.B.A. in Accounting from Loyola University of Chicago.

CPA

Kerri is a Partner at Weaver and Tidwell with More than 28 years of experience in public accounting, and over 18 years of experience focused on employee benefit plan audits for a variety of industries and plan sponsors, including several publicly traded companies that sponsor multiple plans, including defined contribution (savings, ESOP and 401k) plans, 11-K plans, defined benefit plans, health and welfare plans and master trust investment accounts. She is responsible for managing and coordinating all services related to benefit plans, including quality assurance and controls, in-house consultations and the firm’s continuing education courses and training for employee benefit plan audits. As co-practice leader, she is responsible for overall project performance, including all aspects of managing the fieldwork, supervision of the audit team, and audit report review/compliance. Kerri is a member of the AICPA Employee Benefit Plans Expert Panel, and a board member of Houston Compensation and Benefits and Texas Total Rewards Alliance. She received her Bachelor of Business Administration, accounting from St. Edward’s University, cum laude.

CPA, AIFA

Michelle is a Vice President in Meaden & Moore’s Assurance Services Group with 23 years of public accounting experience serving publicly held and private companies. As a practice leader of the firm’s employee benefits and consulting practice, Michelle has had extensive experience with qualified benefit plan audits, operational reviews, tax issues and the unique complexities of these engagements. She understands the risks to plan sponsors and continuously offers suggestions for improvement to minimize any potential fiduciary liability. Michelle’s primary responsibility is to ensure that each of her clients receive high-quality, timely service. She continually looks for ways to reduce the costs of the engagement while finding ways to add value to the relationship. Michelle maintains close contact with clients to develop long-term relationships and earn their confidence. Through sound business judgment and prior experience, she makes effective suggestions and recommendations to maximize efficiencies and to help a company meet its long-term goals. As an Accredited Investment Fiduciary Analyst TM (AIFA®), Michelle also assists in consulting retirement plan sponsors and investment advisors in fiduciary best practices and prudent investment process. Areas of Specialization • Defined Contribution and 403(b) Plan Audits • Defined Benefit Plan Audits • Health and Welfare Audits • SEC Benefit Plan • ESOP