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.
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8.00 credits
6.67 credits
Randy Dummer, CPA
Kristen Hicks, CPA
Jennifer Kiesewetter, JD
Aleisha Marbury, CPA
Jennifer Merritt, CPA
Anne Morris, CPA
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 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.