Lisa_Germano

Lisa Germano JD, CPA, CGMA

President and General Counsel, Actuarial Benefits & Design Company

Lisa is admitted to the Bars of Virginia and Ohio and is licensed as a Certified Public Accountant by the Commonwealth of Virginia. She is a Principal in the law firm of Coyner & Germano, located in Charlottesville, Virginia, a boutique law firm serving small business owners, professional athletes and horse enthusiasts. Lisa is past Chair of the Board of the Virginia Society of CPAs (VSCPA) and past Board member for the American Institute of Certified Public Accountants (AICPA). Lisa has chaired numerous high-level committees for the AICPA, VSCPA and the Internal Revenue Service (IRS) (Appointed IRPAC Committee member by IRS Commissioner Shulman). She is currently serving on the faculty committee for the IRS TE/GE Joint Council meeting, co-chairs the IRS Mid-Atlantic Liaison Group and was the 2015 Tax Chair of the AICPA National Employee Benefits Conference. She is a Senior Advisor to the AICPA National Financial Literacy Commission and a member of the AICPA Employee Benefits Tax Resource Panel. 

In November 2015, Lisa received the Arthur J. Dixon Memorial Award from the American Institute of CPAs, the highest award given in the field of tax. In September 2012 Lisa received the National Multiple Sclerosis Award for Women on the Move for her demonstrated commitment to her profession and the Greater Richmond Community volunteerism. 

In January 2019, Lisa was inducted as a Fellow into the Virginia Law Foundation. In 2011, Lisa was inducted as a Fellow into the American College of Employee Benefits Counsel for her contributions in the employee benefits field. Also in 2011, Lisa received the inaugural AICPA Sustained Contribution Award for her contributions to the CPA profession. 


In 1996 Lisa received the Hammer Award from Vice President Gore for her regulatory work with the Pension Benefit Guaranty Corporation. Each year from 2001 to 2013 when the survey ended, Lisa was nominated by her peers as a Super CPA by Virginia Business Magazine. Lisa contributed to the book Save Happily, Spend Wisely: Real Stories About Money and How to Thrive from Trusted Advisors. 

Access to information for planning retirement income is a passion of hers - send her anything to review, look at or collaborate with because she will find a good place to share your ideas! Passionate about leadership within the profession, Lisa collaborates often to share information and grow professional resources. She writes a monthly newsletter and blog related to retirement plan best practices highlighting nuances and always looks forward to featuring a guest with a good idea or concept to share.


Appearances