As a woman, leading teams and accomplishing tasks involves confidence, setting expectations and accomplishing the goals set forth by the leader. During this session we will discuss ways in which More
Melissa Hooley, Partner, Melissa’s background includes over 25 years of experience in accounting, auditing, taxation and consulting: specializing in qualified employee benefit plan and welfare plan services. Melissa has developed and directed a highly specialized benefit services audit practice providing services to some of the largest pension plans in the region. She has successfully consulted with clients of various sizes on plan-related matters including compliance issues, plan design and financial reporting issues. She is also experienced in working with clients on a variety of plan qualification issues (i.e., identification, correction and resolution procedures with governmental agencies), preparation and/or review of Form 5500 filings, due diligence reviews, and operational reviews. She has also worked with governmental plans on GASB financial reporting requirements, 403(b) Plans on various compliance, filing and reporting matters. Melissa has developed and presents national training programs for employee benefit plan auditors and consultants. She is a member of a national technical team responsible for development of firm-wide audit policies, procedures and training programs and participated as a member of a practice review expert team in this area. Melissa has been a guest speaker on qualified plan matters at the annual Western Pension Benefits Conference, the American Women’s Society of CPA’s annual conference, and the AICPA’s National Employee Benefits Annual Conference as well as the AICPA’s Employee Benefit Plan Audit Quality Center Webcasts. During her career, Melissa has been active in various AICPA committees (the AICPA Employee Benefits Expert Panel and related sub-task forces), is the Chair of the AICPA Women’s Initiatives Executive Committee, and is a frequent speaker at national AICPA and State Society conferences.