Janice Forgue Email & Phone Number

Northbrook, Il

Senior manager in assurance group responsible for performing firm quality control responsibilities including engagement quality reviews, coordination of annual monitoring and inspection procedures, update of the firm's quality control policies and practice aids, and assistance with complex accounting issues. Assist in expansion of the firm's attest practice, including employee benefit plan audits and peer review services. Develop staff through leading in-house training and identifying external CPE opportunities, on-the-job-training, and technical research skills. Plan and manage client attest engagements in specialized industry areas.

Deerfield, Il

Assurance senior manager with an emphasis on serving clients in the specialized areas of employee benefit plans and real estate at Marcum LLP, one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., Grand Cayman and China. Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting and assurance services; advisory, valuation and litigation support; and an extensive range of specialty and niche industry practices. The Firm serves both privately held and publicly traded companies, as well as high net worth individuals, private equity and hedge funds, with a focus on middle-market companies and closely held family businesses

Schaumburg, Il

Served as regional employee benefit plan assurance leader, engagement leader and in various quality assurance roles (engagement quality reviewer and independent report reviewer) on audits and attest services for employee benefit plans, real estate entities including HUD, and other industries for both public and private companies. Participated in the firm’s employee benefit plan audit quality monitoring program, in development of the firm’s employee benefit plan audit policies and procedures, in approval of client acceptance and continuation decisions, and in growth and diversity initiatives for the firm. Consulted with local public accounting firms on technical auditing, attest, accounting and reporting matters, including employee benefit plan audit and tax compliance.Prepared and presented seminars and training on technical attest, accounting and tax topics as well as soft skills, both internally and for clients, prospects, centers of influence and professional groups. Performed peer reviews as team captain for local public accounting firms, and enhanced peer review oversights for employee benefit plan audits for the AICPA. Served on the ICPAS Employee Benefit Plan Committee as chair and member and on the ICPAS Peer Review Executive and Peer Review Report Acceptance Committees. (Partner November 2006 to April 2014).

Deerfield, Il

Served as partner in charge of the firm's employee benefit plan audit practice and as engagement leader on audits and attest services for employee benefit plans, real estate entities including HUD, professional service companies, not for profit organizations, manufacturing and distribution companies, and other specialized industries for both public and private companies. Participated in development of the firm’s employee benefit plan audit policies and procedures and in growth initiatives for the firm. Consulted with local public accounting firms on technical auditing, attest, accounting and reporting matters, including employee benefit plan audit and tax compliance.  Prepared and presented seminars and training on technical attest, accounting and tax topics as well as soft skills, both internally and for clients, prospects, centers of influence and professional groups. Performed peer reviews as team captain for local public accounting firms. Served on the AICPA Employee Benefit Plan Expert Panel and the AICPA Employee Benefit Plan Audit Quality Center Executive Committee (founding member).

Bachelor Of Arts (B.A.) - Business And Management, Accounting

Pharmacy