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

  • Article: Understanding ERISA and Its Impact on Benefit Plan Audits

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

AICPA Advanced Defined Contribution Plans Audit Certificate
  • Certified Public Accountant
  • AICPA Advanced Defined Contribution Plans Audit Certificate
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: SECURE 2.0: Navigating the Key Provisions for Retirement Plans
  • Article: Ensuring Compliance with 401(k) Participant Disclosures: A Guide for Employers
  • Article: Does Your Employee Benefit Plan Need an Audit?
  • Article: Three Key Areas to Review in Your Employee Benefit Plan Document
  • Article: Maintaining and Retaining Employee Benefit Retirement Plan Records
  • Article: Department of Labor Announces Inflation Adjustments for ERISA-Related Penalties
  • Article: Understanding Retirement Plan Fees and Expenses
  • Presentation: Retirement Plan Audits, Michigan Community Action Conference
  • Presentation: MICPA EBP Annual Conference
  • Presentation: Internal Controls in Small and Medium-Sized Businesses, MICPA CPEconomy Event
  • Presentation: Applying COSO Standards in Small to Medium-Sized Enterprises, MICPA Spring Accounting & Auditing Conference
  • Training: Internal trainings on employee benefit plans

Community Involvement

  • Mid-Michigan Children’s Museum, treasurer
  • Saginaw County Business & Education Partnership, past treasurer (2015-2019)
  • 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
  • Employee benefit plan audits
  • Internal controls and procedures analysis
  • Single audit (2 CFR 200)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Michigan State University, Bachelor of Science in Accounting

Professional Membership

  • AICPA Employee Benefit Plan Audit Quality Center
  • American Institute of Certified Public Accountants (AICPA)
  • Auburn Hills Chamber of Commerce
  • Detroit Economic Club
  • Government Finance Officers Association (GFOA)
  • Macomb-St. Clair School Business Officials
  • Michigan Association of Certified Public Accountants (MICPA)
  • Michigan Government Finance Officers Association (MGFOA)
  • Michigan School Business Officials (MSBO)
  • Troy Chamber of Commerce

Publications/Seminars

  • Article: GASB 84 – Planning Ahead for a Smooth Transition (two-part series)
  • Article: Public Library Financial Management Guide – written for Library of Michigan
  • Article: GASB 84 – Defining Four Generic Types of Fiduciary Funds
  • Article: How to Develop a Fund Balance Policy to Help Communicate With Governmental Stakeholders
  • Article: COVID-19 Update for Local Governments
  • Article: Looks Like We Need a Single Audit This Year – What Do We Need to Do?
  • Article: The UCA Is Here to Stay!
  • Podcast: Single Audits for Government Entities
  • Podcast: Michigan Uniform Chart of Accounts for Local Government
  • Podcast: Troy Chamber of Commerce: Members on the Mic, Season 5, Episode 1
  • Training: ARPA for NEU’s – presented at MGFOA conference
  • Training: GASB Statement 84 Fiduciary Activities – developed and presented in-house and to government clients
  • Training: Financial Management for Nonprofits
  • Training: SAS 115 and Common Audit Findings – presented at MGFOA conference
  • Training: GASB 54 Overview and Implementation Strategies – presented to Central Michigan School Business Officials
  • Training: Career Fair and Interviewing Tips and Tricks – presented at Davenport University
  • Training: Budgeting Basics, Preparing for an Audit, and Introduction to New Financial Management Guide – presented at Michigan Library Association Conference
  • Training: Budgeting Basics – presented at Michigan Library Association Conference
  • Training: Breaking Down the Audit – presented at Michigan Municipal Treasurer’s Association

Community Involvement

  • Clarkston-Independence District Library, trustee
  • Knights of Columbus, St. Daniel Council 15967, treasurer