Brian D. Dunfee, CPA, CEBS

Experience

With over 20 years in public practice, Brian has extensive audit experience with a specialty focus in audits of employee benefit plans (EBP).  He has a thorough and deep understanding of the operations and compliance aspects of many types of EBPs, providing him with the ability to consult, guide, and advise clients on best practices and opportunities to improve plan processes and to protect fiduciary liability. 

Brian continues to develop his EBP audit expertise through regular attendance at conferences sponsored by the American Institute of Certified Public Accountants (AICPA) and other continuing education opportunities throughout the year. He approaches each engagement as a business partner of his clients and has the necessary skills and knowledge to provide them with best-case solutions.

Areas Of Specialization

• Defined Contribution Plan Audits
• Defined Benefit Plan Audits
• Health and Welfare Audits
• PCAOB Benefit Plan Audits

Education

• The Ohio State University, Bachelor of Science in Business Administration
• Wharton School of Business and International Foundation of Employee Benefits Plans

Professional Development

• American Institute of Certified Public Accountants (AICPA)
• Ohio Society of Certified Public Accountants (OSCPA)
• Central Ohio Chapter of Certified Employee Benefit Specialists (CEBS), Past President
• American Society of Pension Professionals & Actuaries (ASPPA)
• Published author in Compensation & Benefits Review
• Certificate holder for Advanced Defined Contribution Audits through AICPA
• Educational speaker at various local benefit groups
• Community/Philanthropic Pursuits
• Ohio State University Alumni Association