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.
|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.