Jodi Malis is a principal with Baker Tilly. She has more than 35 years of public accounting experience. In her role, she oversees assurance and advisory services for numerous public and private companies. Jodi specializes in audits, researching complex accounting and auditing issues, and SEC and financial reporting.
Jodi is deeply involved in the employee benefit plan (EBP) community. She currently serves on the Expert Panel and served on the Executive Committee of the American Institute of Certified Public Accountants (AICPA) EBP Audit Quality Center. She also currently is a member and Chair of the AICPA’s Enforcement Committee – Department of Labor (DOL) Subgroup. Jodi holds two advanced AIPCA Certifications, Advanced Defined Contribution and Advanced Defined Pension Plans. Jodi was past Chair and committee member of the Georgia Society of CPAs EBP Conference. Jodi has presented at the AICPA Nation EBP and Engage Conferences, along with the Florida Mega Conference and the Massachusetts State Conference on EBP technical standards. She is a founding member and active participant of the BDO Alliance EBP community and past member of the Alliance Partners’ Advisory Council (APAC).
- American Institute of Certified Public Accountants (AICPA), Expert Panel, EBP Audit Quality Center
- American Society of Pension Professionals and Actuaries (ASPPA)
- BDO Alliance EBP
- Georgia Society of Certified Public Accountants (GSCPA)
- GSCPA EBP Conference, past chair, committee member
- Pension Education Council of Atlanta (PECA)
- Women in Pensions Network (WiPN), past president, past vice president
- Girls on the Run Atlanta, board of directors and co-chair of finance committee
- Advanced Defined Contribution, AICPA
- Advanced Defined Pension Plans, AICPA