Insurance & Financial Institutions Conference - Webcast

Michael A. Ernst, CPA
Partner
KPMG LLP
 

Michael is a partner in KPMG LLP’s Philadelphia office. He has 21 years of experience with KPMG and provides audit and advisory services to insurance companies. 

Michael has served as lead audit engagement partner on a variety of insurance companies, both publicly traded and private, during his recent eight years in Mid-Atlantic area.  Prior to that, Mike focused on insurance accounting consultations for KPMG’s largest insurance clients while spending three years in KPMG’s National Office. He participated in the drafting of KPMG’s comment letter responses on insurance related accounting developments and in developing KPMG’s insurance publications. Mike also participated in the AICPA Task Force’s that developed life insurance accounting standards on non-traditional contracts and deferred acquisitions costs.  He served for three years as KPMG’s lead in monitoring and disseminating information on NAIC and insurance accounting developments.  Michael is a technical advisor and quality reviewer on several of KPMG’s insurance clients listed with the Securities and Exchange Commission (SEC).

Charles E. Marston, CPA, MST
President, Director of Tax Group
SR Snodgrass PC

Chuck is the firm’s President and the Director of the Tax Group with 25 years of experience in corporate return preparation and overall tax planning, including over 18 years of experience working primarily with financial institutions and their tax needs. 

He earned his master’s degree in taxation in 2004 from Robert Morris University and acquired his bachelor’s degree in accounting in 1991, also from Robert Morris. 

Chuck is particularly proficient in compliance issues and interpreting the varying complexities in IRS, state, and local taxing entities as they relate to the banking industry.  His tax expertise and experience in the banking industry allow him to work with our tax clients to help them meet their tax compliance needs, understand the impact of their tax situation on overall business performance, develop appropriate tax strategies that are compatible with the specific goals of each institution, and stay aware of the current tax environment as it relates to the banking industry.  Chuck has also worked with a wide range of business types, including closely held private and S corporations, limited liability corporations, and partnerships. 

He’s a member of the Pennsylvania and American Institutes of Certified Public Accountants.  Chuck has published several articles on tax issues related to the banking industry and has been a speaker at various seminars.

Oct 2017

Kenneth N. Hugendubler, CPA
Partner and Insurance Industry Practice Leader
ParenteBeard LLC

Ken has over 20 years of experience in accounting and private industry, including 14 years with an international accounting firm. He primarily focuses his practice in the insurance sector where he specializes in property and casualty, life, health/managed care and self insurance. His responsibilities in the audit  and accounting group include the coordination of the annual audit, assistance with financial statement preparation, consultation on accounting and reporting matters, and assistance with merger and acquisition activities. Ken also is experienced in all aspects of SEC reporting and filings under both the 1933 and 1934 Acts, communications with the SEC and initial public offerings.

Allison M. Henry, CPA
Vice President, Professional & Technical Standards
PICPA

Allison is presently the Vice President - Professional & Technical Standards for Pennsylvania Institute of CPA’s (PICPA) where she is responsible for overseeing the administration of the AICPA’s Peer Review Program in Pennsylvania, Delaware, and the Virgin Islands. She also administers PICPA’s Joint Ethics Enforcement Program with the AICPA, and serves as the technical staff liaison to seven state-wide committees and two newly-created task forces; specifically, the Peer Review, Professional Ethics, Accounting and Auditing Procedures, Forensic and Litigation Services, Business Valuation, Not-for-Profit and Employee Benefit Plan Committees and the Healthcare Reform and Marcellus Shale Task Forces. In addition, she fields technical inquiries, writes columns for the CPA Journal and Pursuit publications, provides technical updates at PICPA chapter events, and assists in writing responses to technical exposure drafts.

Allison has been in the profession for about twenty years, including twelve years in public accounting and over eight years with PICPA. Her public accounting experience consists of several years as senior manager with a regional accounting firm and nine years at Deloitte & Touche, LLP, where she worked in their assurance and advisory services group. Her diverse client service experience includes many not-for-profit, healthcare, and world relief organizations, as well as small and large manufacturing, distribution, and other service-oriented entities. She has also served as the designated employee benefits specialist. Prior to her experience with Deloitte, she spent four years in internal accounting positions including the Department of Defense, while her husband was serving on active duty with the U.S. Army.

Allison is a graduate of Washington University in St. Louis and holds an accounting equivalency from the University of Arkansas in Little Rock. She is a member of the Pennsylvania Institute of Certified Public Accountants and the American Institute of Certified Public Accountants. She is also a member of Washington Crossing United Methodist Church, where she serves on the financial accountability team, and volunteers for the children’s ministry. She is a native of St. Louis, Mo. and is an avid runner.

Barry M. Pelagatti, CPA
Partner & Leader, Financial Services Industry Group
RKL LLP

Barry is a trusted advisor to his clients in the financial services industry. Throughout his many years of experience serving the financial services industry, Barry has advised clients on improving overall operating efficiency; reporting practices related to Section 404 of the Sarbanes-Oxley Act, Internal Controls Over Financial Reporting and Basel III. His responsibilities have ranged from financial statement review to consultation on complex accounting and reporting matters including mergers and acquisitions, capital market transactions and SEC reporting requirements.

Professional & Business History
Barry joined the firm in 2017 and has more than 20 years of experience in public accounting, most recently with a “Top 10” firm, as well as experience with an international firm.

Education
B.S. Accounting, St. Joseph’s University

Professional Activities & Memberships
• American Institute of Certified Public Accountants (AICPA)
• Pennsylvania Institute of Certified Public Accountants (PICPA)
• AICPA Depository and Lending Institutions Expert Panel
• Delaware Society of Certified Public Accountants
• New Jersey Bankers Association
• Pennsylvania Association of Community Bankers

Sept. 2017

Andrew Prior
Managing Director
PwC

Andrew Prior is a Managing Director in the Washington National Tax Services (WNTS) office of PwC. As a member of the Legislative & Regulatory Services group, he oversees the monitoring and analysis of federal tax legislative developments. He also assists individuals, companies, associations and coalitions with lobbying and advocacy initiatives before Congress, the US Treasury Department, and the Internal Revenue Service. In addition, Andrew is a frequent speaker at tax meetings and conferences on current tax legislative developments. From 1993 to 1996, Andrew worked as the chief Capitol Hill tax reporter for CCH, Inc. He was responsible for covering the US Congress, including House Ways and Means and Senate Finance Committees, and reporting on tax, budget, health, retirement, and entitlement legislation, including the Omnibus Budget Reconciliation Act of 1993, and the policy debates over President Clinton's health care reform plan, comprehensive tax reform, and balancing the federal budget.

Jeff is a Senior Manager with Brown Schultz Sheridan & Fritz and serves as a member of the Firm’s Audit and Accounting Committee.  He earned his Bachelor of Science degree in Professional Accountancy from the Pennsylvania State University, Smeal College of Business.

Jeff has over ten years of public accounting experience and specializes in providing accounting audit and focused advisory services to the property and casualty insurance and alternative-risk insurance industries located in various domiciles.  Jeff is also a key member of the Employee Benefit Plan (EBP) Management Group. In that role, he advises clients and assists in all phases of compliance and advisory services to our EBP clients.

Eric K. Bowman
Supervisory Examiner
FDIC

Mr. Bowman currently serves as a Supervisory Examiner for the FDIC Philadelphia Territory. He joined the FDIC in 1989 and served as a field Bank Examiner for 14 years. He has worked closely with new banks and on bank liquidations and closings. He has also assisted on Shared National Credit reviews and has worked on the development of FDIC operating systems. He has been actively involved in training and has served as an instructor at the FDIC’s Training Center for several years. In addition, he coordinates the Directors College outreach program for the FDIC New York Region. He graduated from Bloomsburg University in 1989 with a Bachelor of Science degree in Business Administration.

July 2016