Designed for both experienced and up-and-coming auditors, TSCPA’s Employee Benefit Plans Conference delivers the most relevant updates and insights to equip you to carry out employee benefit plan audits more efficiently and effectively. Join us to find out the latest on the SECURE 2.0 Act, discover practical uses of AI, learn from industry experts in our popular panel discussion, and hear about what’s currently making an impact in the world of employee benefit plan audits.
Registering for more than 5 people in your organization or firm? Save 15% off conferences and conference live stream events and 10% off all TSCPA seminars and seminar live streams! Click here to register your team.
LIVE STREAM OPTION: If you are unable to join us in Brentwood - or prefer to skip the travel - you can still take part in the conference. Our online attendance option brings the conference direct to you via live streaming. Please visit this link for more information and registration.
Get in front of CPA Decision Makers - Explore Sponsorship Opportunities
8.00 credits
6.67 credits
Marcus Aron, CPA, CGMA
Randy Dummer, CPA
Kristen Hicks, CPA
Jennifer Kiesewetter, JD
Aleisha Marbury, CPA
Jennifer Merritt, CPA
Gary Mitchell, CPA
Rachel Rafik, CPA
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.
Jennifer Sturgeon, CPA
Jenn Sturgeon brings over two decades of financial and auditing expertise to Blankenship, having resided in Middle Tennessee more than 25 years. A graduate of Lipscomb University, her career spans diverse roles, including IT Audit, Internal Audit, External Audit, and Firm Administration. Prior to joining Blankenship in June 2021, she served as Controller for a non-profit organization with a budget exceeding $9 million. Currently Jenn leverages her passion to enhance and support nonprofits by providing outsourced accounting and audits for non-profits. Jenn excels at collaborating with clients to identify and implement process improvements to optimize their resources and sharing ideas based on her experience and observations.
Fun fact: Jenn has served on the TSCPA Scholarship committee for several years and "runs the spreadsheet" (if you know, you know)!