January Town Hall: DOL Audit Quality Webcast

Alan D. Ross, CPA

Alan D. Ross, CPA is the founder and President of Alan Ross & Company, PC, which is a CPA firm located in Reading, Pennsylvania.  He is a 1978 graduate of Albright College, where he earned his BS in Accounting. He is a member of the adjunct faculty of Albright College, where he teaches accounting and auditing courses. 

In 1985, he founded Alan Ross & Company, PC, where he provides a wide range of accounting, auditing and tax related services for a variety of employee benefit plan clients.  He currently provides auditing services for a number of employee benefit plans, including very large plans with thousands of participants.  His firm provides consulting services relative to the design and formation of employee benefit plans, as well as administrative services and compliance services in connection with administering small plans for closely held companies. They also provide auditing services for large plans, including 401(k) Plans, Defined Benefit Pension Plans, Defined Contribution Retirement Plans (including money purchase and profit sharing plans), and a variety of Health and Welfare Plans. Alan Ross & Company, PC provides services for single employer plans and multiemployer plans. 

Mr. Ross serves as an instructor who teaches Continuing Educational Courses for the American Institute of Certified Public Accountants.  He currently teaches the courses Employee Benefit Plans Audit and Accounting Essentials, Audits of Defined Contribution Plans and Audits of 401(K) Plans. He has taught these courses for state societies throughout the country. He has been recognized by the American Institute of Certified Public Accountants as an authority in this specialized area of practice, and was appointed as a member of the AICPA Employee Benefit Plans Expert Panel in 2003.  He currently serves as a member of the PICPA Employee Benefit Plan Committee.  He also recently served on an AICPA task force to draft a primer on multiemployer plans. Mr Ross has also been identified as one of the top AICPA instructors in 2016.

JulieAnn C. Verrekia, CPA

Independent Contractor

American Institute of CPAs

Torrillo & Associates LLC

JulieAnn Verrekia has over twenty five years of experience in accounting and auditing specializing in employee benefit plans. Julie is the Director of Quality Control for Torrillo and Associates, LLC, a Philadelphia area public accounting firm that provides assurance and valuation services specializing in audits of employee benefit plans.
Julie also currently assists the AICPA in the development and update of various employee benefit plan publications.
Julie is a former Managing Director of the employee benefit plan practice in the Philadelphia office of PricewaterhouseCoopers (PwC) LLP. Her responsibilities included serving Fortune 500 clients as well as major financial services firms. She also was responsible for employee benefit plan quality issues for the southeast region of PwC and was a key member of a team of national office employee benefit plan specialists who oversaw the development of practice aids and training for the entire firm. Julie also has experience with SSAE 16 engagements.
Julie received her Bachelor of Science degree in accounting, summa cum laude, from Widener University. She is a certified public accountant in the State of Pennsylvania and is a member of the Pennsylvania Institute of Certified Public Accountants (PICPA). Julie was appointed to the Employee Benefit Plan Committee of the PICPA in 2009.

David A. Torrillo, CPA/ABV, CVA
Managing Member
Torrillo & Associates LLC

David A. Torrillo, CPA/ABV, CVA, is the managing member of Torrillo & Associates, LLC, a local public accounting firm which specializes in the audits of employee benefit plans. Dave oversees the accounting, auditing, and valuation services for the firm. Formerly a senior manager at PricewaterhouseCoopers LLP, Dave has over twenty-five years of accounting, auditing, and financial reporting experience, primarily in employee benefit plans. Dave also volunteers on several committees, boards, and associations. He has instructed courses and authored papers on several accounting topics, and also performs quality control reviews. Dave currently serves on the Pennsylvania Institute of Certified Public Accountants Employee Benefit Plans Committee, as well as the American Institute of Certified Public Accountants Employee Benefit Plans Expert Panel.

Dave received his Bachelor of Science degree in Accounting with highest distinction and honors from Pennsylvania State University. He has been a Certified Public Accountant since 1994 and is licensed in Pennsylvania, New Jersey, Delaware, and New York. Dave has been a Certified Valuation Analyst (CVA) since 2004 and was awarded the Accredited in Business Valuation (ABV) credential by the AICPA in 2006. He is a member of both the American and Pennsylvania Institutes of Certified Public Accountants, as well as the National Association of Certified Valuation Analysts. In 2016, Dave received the Advanced Defined Benefit Plans and the Advanced Defined Contribution Plans Audit Certificates from the AICPA.

Feb 2018

Michael E. Auerbach, CPA
Chief, Division of Accounting Services
Employee Benefits Security Administration
U.S. Department of Labor

As the Chief, Division of Accounting Services, Employee Benefits Security Administration, Mr. Auerbach's responsibilities include providing ERISA related accounting and auditing technical expertise within the Pension and Welfare Benefits Administration.  He is also the liaison with the American Institute of Certified Public Accountants (AICPA), the Financial Accounting Standards Board (FASB) and other professional organizations.  Mr. Auerbach is a certified public accountant and earned his B.S. in accounting from the University of Maryland.

April 2017