EBPAQC Managers and Supervisors Audit Planning — 2023

ohn has over 30 years of business experience, providing assurance and business advisory services to a diverse client base with focus on the consumer products, hospitality, and real estate industries. John also serves McGladrey in a national role as the National Employee Benefit Plan practice leader. He provides audit, tax and compliance related services to a wide variety of employee benefit plans ranging from traditional profit sharing and 401(k) plans to multi-employer pension and health and welfare plans. Prior to joining McGladrey, John was a partner at Caturano and Company. He joined Caturano and Company from PricewaterhouseCoopers, where he serviced a wide range of privately held and publicly traded companies in the retail and distribution, hospitality, and healthcare industries. He has significant acquisition experience in providing buy-side and sell-side due diligence and technical accounting advice on deal structure and related acquisition accounting matters. He also has in-depth knowledge of internal controls. John has provided internal audit services and related consulting services to privately-held and publicly traded companies. Before entering the public accounting profession, John spent nearly 10 years in the retail industry where he gained valuable experience in all aspects of retail operations. He developed significant expertise in hiring, training, and retaining staff, inventory management and control, merchandising, cash control, and loss prevention. This unique blend of operational and financial experience enables John to fully understand his client’s business risks and to apply a practical approach to client service.

David A. Torrillo is the managing member of Torrillo & Associates, LLC, and oversees the accounting, auditing, and valuation services for the firm. Formerly a senior manager at PricewaterhouseCoopers LLP, Dave has over thirty years of accounting, auditing, SEC and financial reporting experience, primarily in employee benefit plans. Dave also volunteers on several committees, boards and associations. He has instructed courses and authored papers on several accounting topics and also performs quality control reviews. Dave has served on the Pennsylvania Institute of Certified Public Accountants Employee Benefit Plan Committee since its inception in 2007 and has co-presented the Technical Update at the PICPA Employee Benefit Plan Conference numerous times. Dave has been a presenter for numerous topics for AICPA Employee Benefit Plans Conferences as well as for webinars of the AICPA EBPAQC. Dave has served as a member of AICPA Employee Benefit Plans Expert Panel and is currently serving on the AICPA Practice Monitoring Task Force for Employee Benefit Plans and as a member of the AICPA EBPAQC Executive Committee and PICPA Professional Ethics Committee. Dave received his Bachelor of Science degree in Accounting with highest distinction and honors from Pennsylvania State University. He has been a Certified Public Accountant since 1994 and is licensed in Pennsylvania, New Jersey, Delaware and New York. Dave has been a Certified Valuation Analyst (CVA) since 2004 and was awarded the Accredited in Business Valuation (ABV) credential by the AICPA in 2006. He is a member of both the American and Pennsylvania Institutes of Certified Public Accountants, as well as the National Association of Certified Valuators and Analysts. In 2016, Dave received the Advanced Defined Benefit Plans and the Advanced Defined Contribution Plans Audit Certificates from the AICPA.