Douglas Bertossi CPA, CEBS

Principal, CLA

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, 11K filers, 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