Mr. Greetis is a partner in the Employee Benefits &
Executive Compensation Department of Seyfarth Shaw LLP. Seyfarth Shaw LLP
maintains one of the nation’s largest groups of attorneys practicing Employee
Benefits & Executive Compensation Law. Adam has a broad-based, comprehensive
practice which involves all areas of employee benefits law, including retirement
plan, health and welfare plan and executive compensation
matters.
Nancy has more than 25 years of experience in tax and
employee benefit matters. In her current role, Nancy serves as RSM’s Form 5500
practice leader and works with clients throughout RSM with respect to federal
tax and Employee Retirement Income Security Act of 1974 (ERISA) compliance and
planning related to employee benefit plans, and assists the firm’s employee
benefit plan audit practice with tax issues that may arise in the course of a
plan audit, including: • Review of qualified retirement plan documents and plan
operations for compliance with IRS and Department of Labor (DOL) rules in form
and operation, including 401(k), 403(b) employee stock ownership plans (ESOPs)
and other qualified retirement plans • Guidance and correction of plan failures
under IRS and DOL regulations and correction programs, including the IRS’
Employee Plans Correction Resolution System (EPCRS) and the DOL’s Voluntary
Fiduciary Correction Program (VFCP) and Delinquent Filer Voluntary Compliance
Program (DFVCP). Professional affiliations and credentials • Certified public
accountant, Iowa and Minnesota • American Institute of Certified Public
Accountants and Iowa Society of Certified Public Accountants
Sara Shean is a managing director at PGIM Global Head
of Defined Contribution for the Real Estate business. In addition to her
portfolio management responsibilities for PGIM's daily-valued private market
funds for the DC market, Sara’s responsibilities include platform and product
strategy, business development and relationship management, and industry
advocacy and collaboration. Sara has 25 years of defined contribution experience
and is a member of the Defined Contribution Real Estate Council. Sara also
serves on the Defined Contribution Institutional Investment Association’s
Investment Policy & Design leadership committee, and is a member of the
Defined Contribution Alternatives Association and the Defined Contribution
Investment Forum in the U.K. Prior to joining PGIM, Sara was head of
institutional defined contribution at Cohen & Steers, where she was a board
member for the Defined Contribution Real Estate Council and the Defined
Contribution Institutional Investment Association. Sara also spent 19 years at
J.P. Morgan, primarily focused on investment strategy work for the firm’s
defined contribution clients. Sara earned a bachelor’s degree in Economics and
Business Management from Cornell University and is a CFP® certificant.
John Manilla is a Partner in Crowe’s Public Sector
Consulting practice, where he leads initiatives focused on artificial
intelligence (AI) enablement, data analytics and visualization, cloud solution
deployment, business process automation, and geospatial technology integration.
With over 17 years of experience across the financial services and public sector
industries, John brings deep expertise in regulatory compliance and has
successfully supported a wide range of complex client engagements. He is both a
Certified Public Accountant (CPA) and a Project Management Professional (PMP)
and holds bachelor’s and master’s degrees in accounting from Grand Valley State
University. John is a recognized speaker on the topic of generative AI and has
delivered presentations for national organizations including NASACT, NGMA, and
The IIA.