manager, Assurance Services
In one word, Dana describes BCG&Co. as ... “Supportive.”
Dana has been instrumental in the management and planning of ERISA audits and Form 5500 filings for clients of BCG & Company for over 15 years.
Her comprehensive knowledge of complex tax rules and experience managing technical audits has allowed her to become the team expert at sorting through complicated situations and creating effective correction strategies.
As segment leader of the firm’s ERISA and Employee Benefit Plan group, Dana’s specialties are in ERISA compliance issues and accounting requirements of employee benefit plans (Defined Contribution, Defined benefit, Health and Welfare, and Employee Stock Ownership plans).
Professional Associations and Service
American Institute of Certified Public Accountants (AICPA),
Ohio Society of Certified Public Accountants (OSCPA)
AICPA Employee Benefit Plan Audit Quality Center
OSCPA’s Employee Benefit Plan Audit Conference Planning Committee
Who is Dana outside of the office?
Dana resides in Green with Louis Giffels and her two sons.
She grew up in … Uniontown.
Spends her time … enjoying the outdoors, spending time with her children, family and friends.
Roots for … Green Bulldogs, Akron Zips, OSU Buckeyes, Cleveland Browns, Indians and Cavs.
Favorite vacation spot ... Beaver Island, Michigan (but ALWAYS wears Ohio State gear!)