Employee Benefits Specialists – Speakers Bureau

Our employee benefits specialists  are sought after for speaking engagements by industry associations and by benefit plans and unions themselves, and often instruct other professionals in the field.  For more information on scheduling a Bond Beebe professional, contact us.

David Dorsey, CPA


Managing Principal
dorsey@bbcpa.com
301.272.6060

Noted advisor to labor organizations and benefit plans, Dave has served as the managing partner and president of Bond Beebe since 2002.  He has substantial experience in providing accounting and auditing services for local, national and international labor organizations and their related Taft-Hartley employee benefit plans.  Dave has expertise in all aspects of federal reporting and compliance.

Dave has performed highly specialized work in forensic and operational auditing and has often been called upon to testify as an expert witness in these areas.  He has also managed audits for a variety of other clients, including private schools, trade associations, and other not-for-profit organizations.

Recent Speaking Engagements:

Withdrawal Liability, IFEBP 2014 Benefit Plan Professionals Institute for Accountants

Apprenticeship and Training Programs: Lessons Learned from DOL Audits, IFEBP Benefit Plan Professionals Institute for Accountants, IFEBP Construction Industry Benefits Conference

Auditing and Accounting Hot Topics, IFEBP 58th Annual Employee Benefits Conference

An Update in Accounting and Auditing for Employee Benefit Plans, IFEBP 58th Annual Employee Benefits Conference

Using Specialists Effectively, IFEBP 2011 Benefit Plan Professionals Institute for Accountants

Pension Plan Rehabilitation, IFEBP 2011 Benefit Plan Professionals Institute for Accountants


Larry Beebe, CPA


Principal
beebe@bbcpa.com
301.272.6025

Larry Beebe has 40 years of experience in public accounting, over 20 years as head of Bond Beebe’s Audit Department, and is one of the Principals responsible for final review of accounting and auditing engagements.  He is the Principal-in-Charge on several of the Firm’s largest and most complex financial audit and accounting engagements.  One of his specialties is taking care of the firm’s labor union and employee benefit clients.

Recognized as an expert in the labor field, Larry is highly regarded among labor organizations for his substantial experience in auditing international, national and local unions, Taft-Hartley employee benefit funds, and employers to collectively bargained agreements.  He is a frequent speaker for the International Foundation of Employee Benefit Plans (IFEBP) and has served as the chair of its accounting committee and its continuing education committee, and was previously a member of its finance committee.  Larry has served as an advisory director of the IFEBP.  He has also served on the AICPA Employee Benefit Expert Panel and he continues to work on the annual update of the AICPA’s Employee Benefit Audit Guide.

Recent Speaking Engagements:

Best Practices in US Training Administration, IFEBP Trustees Institute for Jointly Managed Training and Education Funds

Running Your Training Fund as a Business, IFEBP Trustees Institute for Jointly Managed Training and Education Funds

Tools for the Ever-Changing Workplace, IFEBP Trustees Institute for Jointly Managed Training and Education Funds

Understanding the Collection Process, IFEBP Collections Procedures Institute

Beyond the Signatory Employer, IFEBP Collections Procedures Institute

ACA Update, IFEBP 2013 Construction Industry Benefits Conference

Living Through a Department of Labor Audit, IFEBP 58th Annual Employee Benefits Conference

Are You Wearing the Right Hat? Proper Trustee Roles, IFEBP 58th Annual Employee Benefits Conference

What Collections Are Important, IFEBP Collections Procedures Institute

Effective Collections,IFEBP Collections Procedures Institute

FASB Employer Disclosures for Multiemployer Pension Plans, American Academy of Actuaries, Conference of Consulting Actuaries


Scott Price, CPA


Principal
price@bbcpa.com
301.272.6028

With over 13 years of experience, Scott has developed expertise in all aspects of federal reporting and compliance for employee benefit plans and labor unions and in auditing and consulting for defined benefit, defined contribution pension and health and welfare plans.  Scott has hands-on experience in overseeing some of the Firm’s largest audits for both local and international labor organizations and their related employee benefit plans.

Additionally, Scott has conducted audits for Training Funds, Political Action Funds, Agency Fee and Fair Share Calculations and a variety of Building Corporations.  His broad experience encompasses agreed upon procedures such as a variety of payroll audits, fraud audits, internal controls consulting, claims audits, and management consulting.  Scott is also proficient in preparing Forms 990, 990-T, 5500 and LM-2.

Recent Speaking Engagements:

Multiemployer Benefit Plans: Part 1 and 2,  AICPA Employee Benefit Plans Conference

Healthcare Reform: Looking for Solutions,  IFEBP 58th Annual Employee Benefits Conference

Overview of Payroll Auditing, IFEBP Collections Procedures Institute

Maximizing Your Payroll Audits, IFEBP 57th Annual Employee Benefits Conference

Focus on Form 5500 Schedule C, IFEBP 2011 Benefit Plan Professionals Institute for Accountants


Brian Garstecki, CPA


Principal
garstecki@bbcpa.com
301.272.6075

With over 14 years of experience, Brian has expertise in all aspects of federal reporting and compliance for employee benefit plans and labor unions and in auditing and consulting for defined benefit and defined contribution pension and health plans.  He has hands-on experience in supervising and performing audit fieldwork for international, national and local unions and Taft-Hartley employee benefit funds.

Brian’s expertise encompasses agreed upon procedures such as a variety of payroll audits, forensic audits, internal controls consulting, claims audits, IT consulting and general management consulting.  He has conducted audits for Training Funds, Private Foundations, Political Action Funds, Agency Fee and Fair Share Calculations, LLCs and a variety of Building Corporations, and has extensive experience preparing Forms 990, 990-T, 5500 and LM-2.


Fabricia Edwards, CPA


Senior Audit Manager
edwardsf@bbcpa.com
301-272-6054

Fabricia has almost ten years of hands-on experience in overseeing some of the Firm’s largest audits for employee benefit plans and has supervised and performed audit fieldwork for international, national and local unions and Taft-Hartley employee benefit funds.  She has developed expertise in all aspects of federal reporting and compliance for employee benefit plans and in auditing and consulting for defined benefit and defined contribution plans.

Fabricia’s broad experience encompasses agreed-upon procedures such as internal control consulting and claims audits.  She is also proficient in preparing Forms 5500, 990 and 990-T.


Sherwin Abellera


Senior Audit Manager
abellera@bbpca.com
301-272-6036

An experienced professional, Sherwin has worked on numerous audits of labor unions and their related benefit plans since joining the Firm almost fifteen years ago.  He primarily focuses on audits of local and international labor organizations including the Bakery, Confectionery, Tobacco Workers and Grain Millers International Union and the American Federation of State, County and Municipal Employees.

Additionally, Sherwin has undertaken special projects including forensic auditing and the audits of local unions placed under trusteeship.  He is also experienced in the preparation Forms 990, 990-T, LM-2, and 5500.

Share this post


Bond Beebe in now Withum

Bond Beebe is now Withum. This powerful union expands and enhances our capabilities and services. Read More>>

+