REGISTER - LIVE WEBCAST

Overview:

In this LIVE Webcast, a panel of thought leaders and professionals brought together by The Knowledge Group will provide and present an in-depth analysis of the fundamentals as well as recent developments in Employee Benefit Plans Update: Best Compliance Practices for New and Existing Legislations. Speakers will also present all important issues surrounding this significant topic. Join us for this Knowledge Group Webinar!

Credit:

Course Level:

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

Live Webcast

 

Prerequisite:

 

Course Code:

149926

 

NY Category of CLE Credit:

Areas of Professional Practice

 

Total Credit:

2.0 CLE

Speaker:

Michelle Buckley, CPA, AIFA, Vice President, Practice Leader, Benefit Plan Group
Meaden & Moore

Michelle is a Vice President in Meaden & Moore’s Assurance Services Group with 23 years of public accounting experience serving publicly held and private companies.

As a practice leader of the firm’s employee benefits and consulting practice, Michelle has had extensive experience with qualified benefit plan audits, operational reviews, tax issues and the unique complexities of these engagements. She understands the risks to plan sponsors and continuously offers suggestions for improvement to minimize any potential fiduciary liability.

Michelle’s primary responsibility is to ensure that each of her clients receive high-quality, timely service. She continually looks for ways to reduce the costs of the engagement while finding ways to add value to the relationship.

Michelle maintains close contact with clients to develop long-term relationships and earn their confidence. Through sound business judgment and prior experience, she makes effective suggestions and recommendations to maximize efficiencies and to help a company meet its long-term goals.

As an Accredited Investment Fiduciary Analyst TM (AIFA®), Michelle also assists in consulting retirement plan sponsors and investment advisors in fiduciary best practices and prudent investment process.

Agenda:

Michelle Buckley, CPA, AIFAVice President, Practice Leader, Benefit Plan Group

Meaden & Moore

Date & Time:

Wednesday, March 23, 2022

12:00 pm to 2:00 pm (ET)

A recording will be available to view 24-48 hours after the live date.

Materials:

Coming Soon.

Please check back again later.

Who Should Attend:

Coming Soon.

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SPEAKER

Michelle Buckley, CPA, AIFAVice President, Practice Leader, Benefit Plan Group
Meaden & Moore

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