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Susan P. Weaver, CPA

weaver_web.jpgPrincipal
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301.272.6016

Sue joined the Firm in 1992 and has quickly gained the attention and respect of the labor and employee benefits plan community, as well as her colleagues at Bond Beebe. Within our Firm, she has emerged as a natural leader and serves important roles within the Firm's Labor and Benefits team and our internal Audit Committee. Sue brings creativity to problem solving and contributes a different perspective that reveals her insight and judgment. She has risen to lead some of the Firm's largest and most complex audit engagements and provides clients with accurate, flexible and comprehensive solutions to resolve issues or attain a desired goal. Sue is a frequent speaker and noted author whose topics have covered such diversified topics as Paperless Auditing, Best Practices in Health Claims Auditing, and Implementing Fraud Procedures in an Audit.

Professional Experience

Sue's areas of expertise include financial statement auditing, operational auditing, internal control evaluation, fraud investigation, management advisory services, and IRS/DOL return preparation specializing in Forms 990, 990-T, 5500, and OLMS filings. In addition to several International Unions, Sue's clients include Single and Multi-Employer Defined Benefit, Defined Contribution and Health and Welfare Plans and federal health plans operating under the FEHBP. Sue also assists clients in specialized calculations including Beck and Hudson Calculations and Shared-Cost allocations.

Business & Professional Affiliations:

  • Member, American Institute of Certified Public Accountants
  • Member, Maryland Association of Certified Public Accountants
  • Speaker and Author, International Foundation of Employee Benefit Plans

Education and Licenses:

  • Bachelor of Arts, Western Maryland College
  • Certified Public Accountant - District of Columbia and Maryland
 
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