Heidi is the managing partner of Windham Brannon. She is a past chair of the planning committee for the AICPA National Conference on Employee Benefit Plans and has recently completed a 3-year term on the executive committee of the Employee Benefit Plan Audit Quality Center of the AICPA. With 25 years of experience, Heidi has expertise in various types of benefit plans including 401(k), 403(b), pension plans and health & welfare plans. Additionally, Heidi has expertise in internal control reviews in connection with SOC 1 engagements for 401(k) record-keepers and claims administrators, compliance with Section 404 of Sarbanes-Oxley, due diligence, and several CPA firm peer reviews. Heidi has a Bachelor of Science in Accounting from Florida State University in Tallahassee, Florida and began her career in auditing with KPMG in Atlanta.