Company: Plante Moran
San Francisco, CA 94108
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Sandy is a partner at Plante Moran and leads the ESOP services group. She has been in public accounting since 1990, and has been with Plante Moran for more than 19 years. She works with companies on transition planning and focuses on educating executives on ESOP opportunities. Her expertise ranges from feasibility studies, initial ESOP transactions, structuring, and consultation on various accounting issues and audits of ESOPs and ESOP companies. Sandy is a national speaker on ESOP accounting issues, communicating in a lively fashion the impact that an ESOP has on both the corporate financial reporting as well as the Plan accounting. She has a depth of experience in auditing corporations that are employee owned in a variety of industries, and is our audit lead on ERISA plan audits for ESOPs.
BS, Accounting Missouri State University
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