AICPA EBP Conference Debrief

AICPA EBP Conference Debrief
2:00 - 3:00 pm ET
Untitled Document

2 hr(s) CPE/CPD in Specialized Knowledge         

Program Level: Update         

AICPA EBP Conference Debrief 

Join us for an update on the highlights and key takeaways from the AICPA's Employee Benefit Plans Conference. The session will be led by Michelle Buckley, Denise Crisler Woods and Sharon King. Note: this will be set up as a meeting (rather than a traditional webinar) and attendees are able and encouraged to be present on video and unmute themselves to ask questions or participate in roundtable discussion about the topics addressed. 

Speaker Bios

Michelle Buckley
Vice President - Assurance Services Group
Meaden & Moore

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.


Denise Crisler Woods

Director, Benefit Plan Audits
Weinstein Spira
Denise Woods heads Weinstein Spira's Employee Benefit Plan Audit practice. After an early start in oil and gas audit, Denise quickly recognized the potential of benefit plan audits as a growing field of specialization. She became an early advocate in that field, playing an integral part in the growth and success of Arthur Andersen LLP's benefit plan practice.

Warm and congenial, Denise brings the structure and confidence needed to improve plan management, ensure compliance and build efficient controls. She leads the firm's training efforts for the attest practice and has developed and taught benefit plan training both internally for Weinstein Spira and on a larger scale with AGN International. She also enjoys assisting clients by presenting at human resource niche conferences and meetings, guiding HR professionals through the audit process and other technical considerations.   

Denise takes an active role in the management of the firm. She is an innovative teacher, making her a superb coach and mentor to growing Weinstein Spira professionals and a resolute sounding board to her colleagues. 

After earning her BS in Accounting in 1994 from Texas A&M University, Denise moved to Houston where she started her career with Arthur Andersen LLP. In 2002, she joined KPMG and in 2006, she found her true home at Weinstein Spira. She is the firm's Director for employee benefit plan audits.

Denise and her husband, Michael, have two teen boys, Ryan and Connor. Whether she is gardening in her yard or wade fishing with her boys, Denise loves creating memories for her family and friends. She is a creative amateur photographer and a crafter extraordinaire.

Sharon King

Manager
Lanigan Ryan Malcolm & Doyle PC

Sharon King works closely with clients to help them enhance their internal controls.  The work she has performed includes audits, reviews, compilations, business income tax planning and preparation, and accounting and consulting services.  Her audit experience includes managing audits of Construction Contractors and audits of qualified retirement plans.

Sharon received her Bachelor of Science Degree in Accounting from George Mason University.  She is a licensed CPA in Maryland and a member of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants.  She is a core team leader for the AGN employee benefit plan share group and has volunteered with Habitat for Humanity and with the Big Brothers/Big Sisters organization.

When Sharon is not in the office, she likes to spend time with her family and enjoying various outdoors activities.

When
6/10/2021 2:00 PM - 3:00 PM

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