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Our seasoned employee benefit plan professionals have the industry knowledge and speaking experience that can help make your next event a hit.

Industry trends

Employee Benefit Plan Speakers Bureau

There is no substitute for the unique financial perspective of a CPA who has knowledge and experience with employee benefit plans. CLA (CliftonLarsonAllen) has a team of benefit plan speakers who can deliver relevant and thought-provoking presentations for your conference or organization. This listing is a sample of popular topics in the industry.

CLA speakers are nationally acclaimed resources and frequently featured at top industry conferences.

Contact CLA or any of our professionals below to request a speaker for your upcoming event or to learn about additional topics not listed.

Topics Speakers
11K and large group plans Ann Joda
ACA reporting, compliance and penalty notices Anita Baker, Kelly Davis, Darren Paumen
Compensation benchmarking studies and litigation support Kelly Davis, Nykki Milhaupt
Cybersecurity risk Mark Eich, Randy Romes
De-risking plans Steven Jones
Employee stock ownership plan feasibility, design, and implementation Jeremy Newcomb
Executive compensation, regulatory compliance, and reporting Kelly Davis, Nykki Milhaupt
Fiduciary responsibilities John Stiglich
Form 5500s and other tax topics Kelly Davis, Denise Falbo, Darren Paumen
Human resources compliance Kim Orsolits
Mergers and acquisitions support, including compensatory transactions and termination Kelly Davis, Denise Falbo, Nykki Milhaupt
Multiemployer employee benefit plans Doug Bertossi, Stacy Meyer, Mike Mead
Retirement plan operations Crystal Coleman
Qualified plan compliance and corrections Denise Falbo, Kelly Davis
Regulatory compliance and DOL examination preparation Kelly Davis
Retirement plan design, including cash balance plans and compliance John Stiglich, Denise Falbo
Single employer employee benefit plans, including 401(k), 403(b), profit sharing, and pensions Beth Auterman, Ann Joda, Michele Chalmers, Kris Tveit, Anita Baker, Crystal Coleman, Kelly Davis, Denise Falbo
Small plan compliance Denise Falbo
Vendor selection, asset management, plan administration, and recordkeeping John Stiglich

Merger and acquisition, wealth management, and investment planning services are offered through CliftonLarsonAllen Wealth Advisors, LLC, member FINRA and SIPC.