People

Director, Educational Programs, International Foundation of Employee Benefit Plans

Brookfield, WI

Chief Financial Officer, The New York Hotel Trades Council & Hotel Association of New York City, Inc. Employee Benefit Funds

New York, NY

Patrick Stines, CPA

Partner, Novak Francella, LLC

New York, NY

Katherine Hesse, Esq., CEBS

Partner, Murphy, Hesse, Toomey & Lehane, LLP

Quincy, MA

Jacquelyn Coyle, CFE, CPA

Partner, Novak Francella, LLC

Philadelphia, PA

Kristi Wagner, CEBS

Trust Administrator, AirConditioning & Refrigeration Industry Joint Trust Funds

Orange, CA

Michael Joliat

Shareholder, Reinhart Boerner Van Deuren s.c.

Minneapolis, MN

Shalom Wilburn, CEBS, CEBS Compliant

Director, Benefits - Financial Wellness, USAA

San Antonio, TX

Jesse Sargent

Principal, Calibre CPA Group, PLLC

Bethesda, MD

Pierce Martin

Consulting Actuary, United Actuarial Services, Inc.

Carmel, IN

Michelle Zettergren

President, Chief Sales and Marketing Officer, MagnaCare

New York, NY

Neal Schelberg, Esq.

President, Counsel Advisors, Inc.

North Hills, NY

Christine Fletcher

President, Ullico Casualty Group, LLC

Silver Spring, MD

Joshua Davis, FSA, EA, MAAA

Principal Consulting Actuary, Cheiron, Inc.

San Luis Obispo, California

Gregory Heise, FCA, FCIA, FSA

Partner, Convyta Partners LP

Vancouver, BC

George Wang

Vice President, BFL Canada Inc.

Vancouver, BC

Jeff Hensel

Director, Technology Consulting, Eide Bailly

Fargo, ND

Michael Auerbach, CPA

Chief Accountant, Employee Benefits Security Administration (EBSA), Retired, United States Department of Labor

Washington, DC

Amanda Cronk, CPA

Audit Principal, Plante Moran

Flint, MI

Katie Vought, CPA

Senior Manager, Plante Moran

Pittsburgh, PA