Dena Herbolich
Partner
National Practice Leader, Professional Services
CPA

Industry Expertise

Practice Focus

Biography

Dena has practiced public accounting since 1993. She provides business succession, consulting, tax, and attestation services for clients in the professional services industry, including consulting, legal, actuarial, engineering, architecture, and human resources firms. Dena also provides employee benefit plan services and oversees firmwide benefit plan education and quality control. Her benefit plan practice includes audits and consulting for defined contribution and defined benefit retirement and health plans, including employee stock ownership, cash balance, and complex investment arrangements.

Dena maintains current knowledge of industry regulations through formal continuing education sponsored by the American Institute of Certified Public Accountants, the American Society of Pension Professionals and Actuaries, the Western Pension & Benefits Counsel, the IRS, and the Department of Labor. She received the Moss Adams Technical Excellence Award for her knowledge of the employee benefit plan industry.

Selected Speaking Engagements

  • Investing in Your Career
    Washington Society of Certified Public Accountants Women’s Leadership Summit (June 2012)
  • ASC 820, Fair Value Measurements, The ASC that Keeps on Giving, and Auditing and Accounting for Investments in Benefit Plans
    Ohio State Society of Certified Public Accountants Employee Benefit Plan Audit Conference (May 2012)
  • Understanding Common Employee Benefit Plan Investments and Financial Statement Presentation and Disclosures
    American Institute of Certified Public Accountants Conference on Employee Benefit Plans (April 2012)
  • EBSA Reporting Compliance for Retirement and Benefit Plans
    Western Pension & Benefits Council Annual Conference (April 2012)
  • Speaker on various topics
    AICPA Employee Benefit Plan Annual Conference

Professional Affiliations

  • Member, AICPA task force, Use of Specialist Audit Tool for Audits of Employee Stock Ownership Plans (2014)
  • Member, Board of trustees, Western Pension & Benefits Council, Seattle chapter (2003-2005)
  • Member, ESOP Association
  • Member, National Center for Employee Ownership
  • Member, Washington Society of Certified Public Accountants & Women’s Leadership Summit Planning Committee (2013-2016)
  • Past Co-Chair, AICPA Employee Benefit Plan National Conference Planning Committee (2017)

Education

  • BS, accounting, University of Arizona