Education

Bachelors of science in accounting Villa Julie College (Currently Stevenson University)

Overview

Michele is a Principal with CLA in the Benefit Services Group with over 19 years of experience in public accounting of which 9 years have been spent with CLA. She is the northeast leader of the employee benefit plan practices. She specializes in providing assurance and consulting services to plan sponsors of various single and multiple employer benefit plans including 401(k), 403(b), 401(a), 11-k, profit sharing, money purchase pension, employee stock ownership, defined benefit, and health and welfare plans. Michele also has experience performing audits of large federal government plans. Finally, Michele has extensive experience performing full scope audits for plans with large investment portfolios with complex alternative investments. 

Michele is also responsible for developing and implementing the Firm-wide employee benefit plan audit approach and the related trainings. Michele also serves as one of the Firm-wide audit quality reviewers for employee benefit assurance services and participates in internal inspection. Finally Michele is a member of the Firm-wide employee benefit plan marketing team.

Upcoming speaking engagements

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Resources and event materials

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