Biography

Bertha leads the assurance practice for the Moss Adams Northern California region. She oversees audit quality, staffing and engagement management and client service. Northern California assurance practice specializes in a variety of industries and service lines with over 300 professionals serving clients.

Bertha has served as the national practice leader for the employee benefit plan practice at Moss Adams. She has extensive experience directing all phases of audits for a variety of benefit plans, including 401(k), 403(b), pension, employee stock ownership, health, and welfare benefit plans. She has also worked with a number of 11-K clients. Her ERISA expertise includes the specialized knowledge required for audits, Form 5500s, and related filings. Bertha provides various consulting services related to the ERISA industry nationwide and dedicates her time to staying on top of the DOL requirements while they are still in the proposal and discussion stage.

Additionally, Bertha has served on the AICPA’s Employee Benefit Plans Expert Panel and on the AICPA Employee Benefit Plan Audit Quality Center’s Executive Committee, has chaired the annual national AICPA and California State Society Benefit Plan conference for several years, and served on the AICPA’s Technical Standards Subcommittee, which assists with the DOL’s review of ERISA audits and auditors.

Selected Publications

  • "Render Retirement Plan Audits Painless" (Society for Human Resource Management, April 2013)
  • "Retirement Plan Audits—What You need To Know" (Benefits Briefing 1100 KFNX Radio Arizona, November 2012)

Selected Speaking Engagements

  • Best Practices in EBP Audits
    (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2016)
  • What Is Compensation and How Do You Audit?
    (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2016)
  • Mergers, Spin-Offs, and Termination
    (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2016)
  • What You Need to Know for Form 11k Filings
    (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2015)
  • Best Practices When Working with Service Providers
    (American Institute of Certified Public Accountants National Conference on Employee Benefit Plans, May 2015)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California State Society of Certified Public Accountants

Education

  • BS, accounting, Marist College, New York