Employee Benefit Plans Conference

Randy joined HHM in 2011 as a quality control partner in the Accounting and Assurance Department. He leads the firm in many initiatives including the peer review practice and employee benefit plan audit niche, in addition to providing technical reviews for clients in multiple industries such as auto dealerships, nonprofits, construction and manufacturing.

He is a nationally recognized employee benefit plan audit specialist and leads discussions for the American Institute of CPAs (AICPA) in this area. His skills as a discussion leader have deemed him an eight-time winner of the AICPA Outstanding Discussion Leader Award. His teaching pursuits include instructing the Audits of 401(k) plans webcast since 2014 and teaching various employee benefit plan audit courses since 2006.

As the captain for approximately 50 peer reviews each year, he helps other CPA firms raise the bar of quality for accounting, auditing and attestation services. He has been on the peer review committee of the Tennessee Society of Certified Public Accountants (TSCPA) since 2013. In addition, he is an approved Employee Retirement Income Security Act (ERISA) audit subject matter expert for the AICPA enhanced oversight project.

Kristen is a Senior Manager in the audit and advisory department of LBMC, PC.

She has diversified experience with a variety of industries serving private companies in healthcare, manufacturing, construction, services, and non-profits.

Kristen provides a wide range of services for clients. A majority of her time is spent working on audits of financial statements and retirement plans. She has extensive experience working with small to mid-size companies that require additional assistance with accounting and reporting matters.

Jenny Kiesewetter has more than 25 years of experience advising businesses in ERISA, employee benefits, compensation, fiduciary responsibility, and compliance matters.

As a member of the firm’s Employee Benefits and Tax Practice in Nashville, she advises clients on all aspects of employee benefits and executive compensation, including qualified and nonqualified retirement plans, health and welfare benefit plans, cafeteria plans, severance plans, and equity-based compensation plans.

Over the course of her career, Jenny has advised companies, governmental entities, plan sponsors, plan administrators, human resources professionals, and fiduciaries regarding employee benefit plan compliance (both ERISA and non-ERISA). She also has served as a retirement plan compliance consultant at a national brokerage where she supported both external clients and internal retirement plan advisors and consultants, helping to complement organizations’ benefits, compensation, and overall people programs.

Jenny has also worked with businesses and investors during mergers and acquisitions, focusing on due diligence and compliance related to employee benefit plans, including retirement, health and welfare, and executive compensation plans. Additionally, she has worked on many post-acquisition employee benefit matters, specifically related to plan compliance and correction.

Additionally, Jenny has over 10 years of experience in defending federal ERISA litigation claims for employers or insurers while also serving as an adjunct professor at the Cecil C Humphreys School of Law, University of Memphis, where she has taught Employee Benefits for over 14 years.

Jenny earned her law degree from the University of Tennessee College of Law, Knoxville, as well as a master’s in communications. She earned her undergraduate degree from the University of Florida. She has been consistently recognized by U.S. News - Best Lawyers for ERISA Litigation and Employee Benefits (ERISA) Law.

Jenny is a frequent speaker and author on topics including ERISA, employee benefits, retirement plans, health plans, and statutory and regulatory compliance.

McCall Marbury is a Senior Manager in the Assurance department at HHM CPAs with over 10 years of accounting experience. She supports clients across a wide range of industries by delivering high-quality audit and assurance services. While McCall works with a diverse client base, she has significant experience with Employee Benefit Plans, including Employee Stock Ownership Plans (ESOPs), Cash Balance Plans, Health and Welfare, and Pension plan, and helps lead our employee benefit plan practice. McCall also works on nonprofit organizations, real estate entities, manufacturing, franchising, and commercial entities.

She is known for her strong attention to detail, clear communication, and ability to translate complex financial information into practical, actionable insights. McCall is a graduate of the University of Tennessee at Chattanooga. She is a Certified Public Accountant and is actively involved in the community through her participation in the Association of Finance and Insurance Professionals, the Young Professionals Association of Chattanooga, and the Tennessee Society of Certified Public Accountants. Outside of work, McCall enjoys spending quality time with your husband and two kids, where you will find them at a sporting event or participating in sports.

Jenny Merritt is a Managing Director within LBMC’s employee benefit plan audit practice. She has more than 20 years of experience auditing benefit plans and has practiced almost exclusively in this area for more than 15 years. She serves as a technical resource for the firm on employee benefit plan audits and facilitates the firm’s annual training on audits of employee benefit plans. Her experience includes auditing defined contribution, defined benefit, and health and welfare plans. These plans range in size from small privately held businesses to publicly traded companies with 11-K filings. Jenny is based in the Firm’s Brentwood office.

With 16 years of public accounting experience, Anne specializes in employee benefit plan and not-for-profit audits and currently serves as the leader of Windham Brannon's Employee Benefit Plan Practice. As the practice leader, Anne is committed to helping clients ensure that they are in compliance with reporting requirements and advising clients on plan operations and giving recommendations on process and administrative improvements.

She works closely with clients during the planning phase of an audit in order to identify potential issues as early as possible, thereby ensuring that the process is effective, efficient, and completed in a timely manner. She regularly communicates with her clients to help them answer any questions that may arise during the course of the year.

Anne enjoys sharing her knowledge and experience with others. She is currently serving on the Task Force for the Georgia Society of Certified Public Accountants Employee Benefit Plan Conference and has been a frequent speaker at the AICPA National Employee Benefit Plan Conference. Additionally, Anne is regularly invited by the Board of Directors of her clients to present findings from their audits as well as other industry specific topics.

She joined Windham Brannon in 2001 after graduating from Auburn University with a Bachelors of Science in Accounting. Anne then completed her Masters of Accountancy in 2003 from Kennesaw State University.

Anne is an active member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, Women in Pensions, and the Georgia Center for Nonprofits. She is also a Certified Nonprofit Accounting Professional (CNAP).

Rachel serves as one of Grant Thornton’s Managing Director Center for Excellence (CFE) Leaders for Employee Benefit Plan Audits (EBPAs), dedicating her expertise exclusively to this practice. Since joining the Oklahoma City office in June 2006, Rachel has focused on public and private company audit clients nationwide. In her capacity as CFE Leader and Managing Director for EBPAs, she is responsible for providing services to some of Grant Thornton’s most complex employee benefit plan engagements across the nation, which include defined contribution plans, defined benefit plans, health & welfare plans, and employee stock ownership plans. She has extensive experience with a wide range of plan service providers.

Rachel leads the employee benefit plan SOC 1 project, to review the top service providers and provide key audit documentation to the EBP audit teams. With over 19 years of experience in the employee benefit plan industry, Rachel plays a key role in developing and leading national training programs for the Employee Benefit Plan practice, significantly enhancing the team’s expertise and performance.