JoAnn has over 30 years of public accounting experience. For over 20 years, she has specialized in audits of qualified benefit plans. She is a founding member of a boutique accounting firm, Cassell Plan Audits, Inc. which provides assurance and consulting services for qualified employee benefit plans.
JoAnn has been a speaker at the American Institute of Certified Public Accountants (AICPA) and Illinois CPA Society (ICPAS) Employee Benefit Plan Conferences as well as the Plan Sponsor annual conference. She has also served on the AICPA Planning Committee for the AICPA Employee Benefit Plan Conferences, the task force of the ICPAS Employee Benefit Plan Conferences. JoAnn has also had the opportunity to speak to numerous industry groups in the employee benefit plan space.
JoAnn is a certified public accountant and a member of the American Institute of Certified Public Accountants (AIPCA) and the Illinois CPA Society (ICPAS). She's a past President of ICPAS’s Benefit Plan Committee. She is a member of the American Society of Pension Professionals and Actuaries (ASPPA), holding a designation of Qualified 401(k) Administrator.
Education
JoAnn earned a bachelor’s degree in accounting from Rosary College in River Forest, Ill. (n/k/a Dominican University)
Civic Roles
2014 - current member of the ICPAS Employee Benefit Plan Education Steering Committee
2014 - current member and President of the ICPAS Employee Benefit Plan Committee
2021 - current Saint Charles North High School PTO Treasurer
2021 - present SCN Friends of Music Treasurer
2015 - 2019 Saint Charles East High School PTO committee chair2014 & 2015 Chicago Area Runners Association marathon training pace leader
2013/2014 Treasurer, Wredling Middle School PTO
2012/2013 Secretary, Wredling Middle School PTO
2010/2011 President, Fox Valley Toastmasters Club. Awarded Area 12 President of the Year
2009/2010 Treasurer, Fox Valley Toastmasters Club
Personal
Avid long distance runner who runs marathons for fun! Fluent in Polish