People - Grid

Ann Kellen, CPA

Finance Manager, IBEW 292 Fringe Benefit Plans

Brooklyn Park, MN

Kathleen Jackson, CPA

Partner, Novak Francella, LLC

Bala Cynwyd, PA

Catalina Kirby, CPA

Partner, Miller Kaplan Arase LLP

Seattle, WA

Stacy Meyer, CPA

Principal, CliftonLarsonAllen LLP

Minneapolis, MN

Paul Selfinger, CPA

Partner, Novak Francella, LLC

Boston, MA

Anthony Pepe, CPA, MT

Manager, Schultheis & Panettieri, LLP

Hauppauge, NY

Stephanie Jones, CPA

Partner, Audit and Assurance, Anders CPAs + Advisors

Saint Louis, MO

Eileen Brassil, CFE, CPA

Partner, Legacy Professionals LLP

Chicago, IL

Thomas DeRoche

Director, Educational Programs, International Foundation of Employee Benefit Plans

Brookfield, WI

Lisa Kaiser, CEBS, CEBS Compliant

Fund Administrator, Plumbers & Pipefitters Local 189, Fund Administration Office

Columbus, OH

John Heim, MBA

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

Joseph Ohm, M.B.A.

Fund Administrator, Plumbers' and Technical Engineers' Local 130 Benefit Funds

Chicago, IL

Calvin Beyer, CWP, NAC

Senior Director, SAFE Workplaces, SAFE Project

Maple Valley, WA

James Heinzman, CFE, CPA

Partner, Schultheis & Panettieri, LLP

Hauppauge, NY

Michael Joliat

Shareholder, Reinhart Boerner Van Deuren s.c.

Minneapolis, MN

Shalom Wilburn, CEBS

Director, Benefits - Financial Wellness, USAA

San Antonio, TX