Kathryn E. Petrillo, CPA, leads the Firm’s Employee Benefit Plan Services Group, where she oversees the management of over 200 plan audits on an annual basis. Kate joined the firm in 1994 after six years with a national firm, and has spent over 22 years in public accounting. She earned her Bachelor’s of Business Administration Degree Cum Laude from James Madison University in 1988.
Kate specializes in auditing and assurance services to employee benefit plans, with significant experience auditing defined contribution, defined benefit and health and welfare plans with assets ranging from $100,000 to over $2 billion. She conducts training internally and externally on audits of employee benefit plans.
Kate is an active member of the AICPA and served three years on the AICPA’s Employee Benefit Plan Audit Quality Center Expert Panel