Mackenzie Doyle
Mackenzie Doyle is a Manager based in the firm’s Alma office. She is a member of the Assurance Service Line. She joined Yeo & Yeo in 2021.
Specializations
- Assurance services with an emphasis on government entities, school districts, for-profit organizations, and employee retirement benefit plans
- Audit under government auditing standards
- Single audits and audits under 2 CFR 200
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Northwood University, Bachelor of Business Administration in Accounting
Professional Membership
- American Institute of Certified Public Accountants
- Michigan Association of Certified Public Accountants
Publications/Seminars
Marisa Ahrens is a Principal in the Saginaw office. She is the leader of the firm’s Employee Benefit Plan Audit Services Group. She joined Yeo & Yeo in 2009.
Specializations
- Specialization in Employee Benefit Plan Audits and Advisory services including defined contributions, 401(k) and 403(b) plan audits; employee stock ownership plan (ESOP) audits; internal controls; and efficiency consulting.
- Audit and assurance services for retirement plans, for-profit companies and nonprofit organizations
Professional Certifications and Education
- Certified Public Accountant
- Saginaw Valley State University, Bachelor of Business Administration in Accounting
- AICPA Advanced Defined Contribution Plans Audit Certificate
Professional Membership
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
Publications/Seminars
- Internal Controls in Small and Medium-Size Businesses at the MICPA CPEconomy Event
- Applying COSO Standards in Small to Medium-sized Enterprises at the MICPA Spring Accounting & Auditing Conference
- Presented various internal trainings related to employee benefit plans
- SECURE 2.0: Navigating the Key Provisions for Retirement Plans
- Ensuring Compliance with 401(k) Participant Disclosures: A Guide for Employers
- Does Your Employee Benefit Plan Need an Audit?
- Three Key Areas to Review in Your Employee Benefit Document
- Maintaining and Retaining Employee Benefit Retirement Plan Records
- Department of Labor Announces Inflation Adjustments for ERISA-related Penalties
- Understanding Retirement Plan Fees and Expenses
Community Involvement
- Saginaw County Business & Education Partnership, past treasurer (2015-2019)
- Mid-Michigan Children’s Museum, treasurer
- St. Lorenz Church, treasurer
Alan Panter is a Principal in the Troy office audit department. He is a member of the firm’s Government Services Group and Employee Benefits Group. Alan joined the firm in 2017 with more than 28 years of experience in providing audit and consulting services.
Specializations
- Audit and consulting for state and local government entities, education, and nonprofit organizations.
- Single audit (2 CFR 200)
- Employee benefit plan audits
- Internal controls and procedures analysis
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Certified Government Financial Manager (CGFM)
- Michigan State University – B.A. in Accounting
Professional Membership
- American Institute of Certified Public Accountants (AICPA)
- AICPA Employee Benefit Plan Audit Quality Center
- Michigan Association of Certified Public Accountants (MICPA)
- Government Finance Officers Association (GFOA)
- Michigan Government Finance Officers Association (MGFOA)
- Michigan School Business Officials (MSBO)
- Macomb-St. Clair School Business Officials
- Auburn Hills Chamber of Commerce
- Troy Chamber of Commerce
- Detroit Economic Club
Publications/Seminars
- ARPA for NEU’s – presented at MGFOA conference
- GASB Statement 84 Fiduciary Activities – developed and presented in-house and to government clients
- Financial Management for Nonprofits
- SAS 115 and Common Audit Findings – presented at MGFOA conference
- GASB 54 Overview and Implementation Strategies – presented to Central Michigan School Business Officials
- Career Fair and Interviewing Tips and Tricks – presented at Davenport University
- Budgeting Basics, Preparing for an Audit, and Introduction to New Financial Management Guide – presented at Michigan Library Association Conference
- Budgeting Basics – presented at Michigan Library Association Conference
- Breaking Down the Audit – presented at Michigan Municipal Treasurer’s Association
- GASB 84 – Planning Ahead for a Smooth Transition (two-part series) published in the firm’s Government Advisor eNewsletter
- Public Library Financial Management Guide – written for Library of Michigan
- Podcast: Single Audits for Government Entities, June 2021
- Podcast: Michigan Uniform Chart of Accounts for Local Government, June 2021
- GASB 84 – Planning Ahead for a Smooth Transition published in the firm’s Government Advisor eNewsletter
- GASB 84 – Defining Four Generic Types of Fiduciary Funds published in the firm’s Government Advisor eNewsletter
- How to Develop a Fund Balance Policy to Help Communicate With Governmental Stakeholders published in the firm’s Government Advisor eNewsletter
- COVID-19 Update for Local Governments published in the firm’s Government Advisor eNewsletter
- Looks Like We Need a Single Audit this Year – What Do We Need to Do? published in the firm’s Government Advisor eNewsletter
- The UCA is Here to Stay! published in the firm’s Government Advisor eNewsletter
Community Involvement
- Clarkston-Independence District Library, Trustee
- Knights of Columbus, St. Daniel Council 15967, Treasurer