Marilee Lau, CPA
Marilee Lau provides consulting services to firms specializing in employee benefit plans which include practice and in-house engagement reviews. She also presents and teaches various educational programs on accounting and auditing for employee benefit plans. Before retiring in 2009, Marilee was the National Partner in Charge of KPMG’s Employee Benefit Plan Audit Practice.
She is a founding member and a former Chair of the AICPA Employee Benefit Plan Audit Quality Center’s Executive Committee which was established in 2004. Marilee was the 2011-2013 AICPA’s representative to the DOL’s ERISA Advisory Council. She has served on the AICPA’s Employee Benefits Plans Experts Panel and was the chair of the EBP Audit Guide Overhaul Task Force. She assisted the AICPA in writing the ESOP chapter for the EBP Guide as well as the pension chapters for the State and Local Government Guide. Currently she is heading the task force to write the Multiemployer chapter and is a subject matter expert performing peer review oversights of EBP plans.
Marilee is a former member of the Advisory Board for the Bureau of National Affairs Pension & Benefits Reporter which provided input on various pension issues and has served on the Accountants Committee for the International Foundation of Employee Benefit Plans.
She is a member of the AICPA, California Society of CPA’s, and the International Foundation of Employee Benefit Plans and a frequent speaker for numerous professional conferences and programs. She is a graduate of Santa Clara University with a BS in economics and an MBA in accounting.