Doug Bertossi CPA, CEBS

Doug has more than 25 years of employee benefit plan audit and consulting experience. Doug is currently the managing principal of CLA's employee benefit plan practice. His background includes audits of single, multiple-, and multiemployer employee benefit plans, including defined benefit and defined contribution pension plans, health and welfare plans, training funds, pooled employer plans, non-ERISA plans, and other tax-exempt organizations. Doug has also consulted on numerous employee benefit plans regarding plan administration, operations, and compliance matters. Technical experience • Reporting and disclosure requirements applicable to employee benefit plans • Consulting regarding compliance with the Employee Retirement Income Security Act of 1974 (ERISA) and with many entities on accounting for and reporting on investments, including alternative investments and securities lending Education and professional involvement • Bachelor of science, accounting and finance, Minnesota State University-Mankato • American Institute of Certified Public Accountants o Employee Benefits Audit Quality Center Executive Committee, current member o Employee Benefits Plan Expert Panel, former member o Multiemployer Task Force, current member • Minnesota Society of Certified Public Accountants • International Foundation of Employee Benefit Plans • International Society of Certified Employee Benefit Specialists o Twin Cities chapter, current member Speaking engagements • Presenter for the IFEBP, AICPA, MNCPA, TCISCEBS, and other state societies, and many other organizations