Education

Bachelor’s of science, accounting, St. Cloud State University

Overview

Stacy is a principal in the Employee Benefit Plan Group and is the national assurance resource principal at CLA for the firm wide Employee Benefit Plan practice. Her background includes audits of single, multiple-, and multi-employer employee benefit plans, including defined benefit and defined contribution plans (including 11-k filers), health and welfare plans, and other tax-exempt organizations. Stacy has also consulted on numerous employee benefit plans regarding plan administration, operations, and compliance.

Stacy has more than 18 years of employee benefit plan audit experience. She has prepared, assisted, and trained employees in preparation of reporting and disclosure requirements applicable to employee benefit plans as well as providing training on auditing investments. In addition, Stacy has consulted with plans regarding compliance with the Employee Retirement Income Security Act of 1974 (ERISA) and with many entities on accounting for and reporting on investments, including alternative investments and securities lending.

Upcoming speaking engagements

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Resources and event materials

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In the community

American Institute of Certified Public Accountants (AICPA)

  • Current member on the AICPA Employee Benefit Plan Expert Panel

International Foundation of Employee Benefit Plans (IFEBP)

Minnesota Society of Certified Public Accountants

Presenter for the IFEBP, AICPA, state societies, and many other organizations