Theresa is the lead technical partner of Plante Moran’s employee benefit plan practice. With more than 25 years of experience, she is known for her no-nonsense approach to auditing and reporting for benefit plans, ensuring that professional standards are met in the most effective manner.
Plante Moran audits more than 1,200 benefit plans annually with total assets exceeding $175 billion. With clients throughout the United States, the firm is the sixth largest auditor of benefit plans in the nation. Theresa is responsible for developing the firm’s employee benefit plan approach and oversees the technical group that performs quality control reviews on all audits.
Theresa enjoys sharing her passion and expertise on benefit plans and investments at live trainings, webinars, and state and national level conferences. She has served on the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plans Expert Panel as well as its Employee Benefit Plan Audit Quality Center’s Investment Task Force and the Michigan Association of Certified Public Accountants’ (MACPA) Employee Benefit Plan Audit Task Force. She currently serves on numerous national technical committees, task force groups, and the AICPA National Conference on Employee Benefit Plans committee. She is a sought-after speaker for AICPA and MACPA benefit plan conferences.
Theresa spends a significant time consulting with audit engagement teams and clients on the audit challenges and risks affecting employee benefit plans today, including auditing and reporting of alternative investments, private equity funds, limited partnerships, derivatives, offshore funds, trust-owned life insurance (TOLI), trust-owned health insurance (TOHI), and other creative investments. Theresa has a B.A. in accounting and an M.B.A. in financial accounting from Michigan State University.