Please join us for a morning "exercise" for CFOs, Administrators and Plan Committee Members to improve your Plan's health.
Topics of Discussion
Registration & breakfast: 7–7:30am
Maria is a Partner at Eide Bailly and the current Minneapolis office Audit Department Head, as well as a member of Eide Bailly’s ERISA Technical Issues Committee, a committee ensuring technical guidance, training, and quality oversight is provided for all of the firm’s employee benefit plan staff and partners on a regular basis. Maria has specific experience with audits of defined contribution, defined benefit, ESOP and health and welfare plans. Maria has more than 14 years of experience in public accounting, with a specific focus on employee benefit plans. Maria is a graduate of the University of Minnesota, Twin Cities and holds an active Certified Public Accounting (CPA) license.
Adam is a Senior Audit Manager at Eide Bailly. Adam has over 8 years of public accounting experience providing audit, assurance and compliance services for a variety of industries, with a specific concentration in the employee benefit plan audit industry and Service Organization Control audits (SOC 1). Because of this experience, Adam also serves as a designated SOC 1 reviewer for the firm’s employee benefit plan SOC 1 reports. Adam is also heavily involved in the creation of the firm’s annual employee benefit plan technical trainings that are provided to internal staff. Adam is a graduate of Concordia College in Moorhead, Minnesota and holds an active Certified Public Accounting (CPA) license.
Dan Schroeder is a Principal at ACG and is its Director of Retirement Plan Consulting. He has been consulting to retirement plans for over 20 years and has created and delivered plan participant and fiduciary education, plan sponsor administrative support, relationship management, and has been involved with personnel management. Dan is a graduate of the University of Northern Iowa and holds the Qualified 401(k) Administrator (QKA) and Qualified Plan Financial Consultant (QPFC) designations from the American Retirement Association, formerly known as the American Society of Pension Professionals and Actuaries.
Michael Lynch is a managing director of strategic markets for Hartford Funds. In his current role, Mike is responsible for engaging and educating both financial advisors and their clients about current and emerging opportunities in the financial-services marketplace. These opportunities range from tactical strategies in areas such as retirement-income planning, investment planning, and charitable planning, to anticipating and preparing for long-term demographic and lifestyle changes.
CPE Credits: 1 CPE and 1 SHRM
Field of Study: Accounting
Level of Knowledge: Basic
Delivery Method: In-Person Group Session
These are In person-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 701.476.8773.