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Person Data

Name: Lisa C Germano

Committee Service

Service Year Role Volunteer Group 2024 Member Employee Benefits Tax Technical Resource Panel 2023 Member Employee Benefits Tax Technical Resource Panel 2017 Member Council - Elected Members 2016 Member Council - Elected Members 2015 Member Designated Council Representative For One Year 2011 Member Investments Committee 2011 Member AICPA National Conference on Employee Benefit Plans 2011 Member Financial Literacy Commission 2010 Member Financial Literacy Commission 2010 Member Employee Benefit Plans Conference 2010 Member Investments Committee 2009 Member Investments Committee 2009 Member Employee Benefit Plans Conference 2009 Member Financial Literacy Commission 2008 Member Finance Committee 2008 Member Board Of Directors 2008 Co-Chair Employee Benefit Plans Conference 2008 Board Liaison Investments Committee 2008 Member AICPA/ABA JCEB Task Force 2007 Member AICPA/ABA JCEB Task Force 2007 Board Liaison Investments Committee 2007 Co-Chair Employee Benefit Plans Conference 2007 Member Board Of Directors 2007 Member Finance Committee 2006 Member Finance Committee 2006 Member Board Of Directors 2006 Co-Chair Employee Benefit Plans Conference 2006 Board Liaison Investments Committee 2006 Member AICPA/ABA JCEB Task Force 2005 Member AICPA/ABA JCEB Task Force 2005 Member At Large Council - Members At Large 2005 Member Tax Executive Committee 2005 Co-Chair Employee Benefit Plans Conference 2004 Co-Chair Employee Benefit Plans Conference 2004 Chair Employee Benefits Taxation Practice Guides Task Force 2004 Member Council - Members At Large 2004 Member Comparability Cross-Testing Task Force 2004 Member Tax Executive Committee 2004 Member 401(k) Practice Guide Task Force 2004 Chair Mandatory Withholding Rules Practice Guide Task Force 2004 Member Task Force on Role and Responsibility of Council 2004 Member Pension and IRA Simplification Task Force 2004 Member AICPA/ABA JCEB Task Force 2003 Member AICPA/ABA JCEB Task Force 2003 Member Pension and IRA Simplification Task Force 2003 Chair Employee Benefits Taxation Practice Guides Task Force 2003 Chair Mandatory Withholding Rules Practice Guide Task Force 2003 Member 401(k) Practice Guide Task Force 2003 Member Tax Executive Committee 2003 Member Comparability Cross-Testing Task Force 2002 Member Comparability Cross-Testing Task Force 2002 Chair Employee Benefits Taxation Practice Guides Task Force 2002 Chair Member Retirement Committee 2002 Member 401(k) Practice Guide Task Force 2002 Chair Mandatory Withholding Rules Practice Guide Task Force 2002 Member Employee Benefits Tax Technical Resource Panel 2002 Member Pension and IRA Simplification Task Force 2002 Member AICPA/ABA JCEB Task Force 2001 Member AICPA/ABA JCEB Task Force 2001 Member Pension and IRA Simplification Task Force 2001 Member Employee Benefits Tax Technical Resource Panel 2001 Chair Mandatory Withholding Rules Practice Guide Task Force 2001 Member 401(k) Practice Guide Task Force 2001 Chair Employee Benefits Taxation Practice Guides Task Force 2001 Member Comparability Cross-Testing Task Force 2001 Chair Member Retirement Committee 2000 Chair Member Retirement Committee 2000 Member Comparability Cross-Testing Task Force 2000 Chair Employee Benefits Taxation Practice Guides Task Force 2000 Member 401(k) Practice Guide Task Force 2000 Chair Mandatory Withholding Rules Practice Guide Task Force 2000 Member Pension and IRA Simplification Task Force 2000 Member AICPA/ABA JCEB Task Force 1999 Chair Member Retirement Committee 1998 Member Member Retirement Committee 1995 Chair Employee Benefits Taxation Committee 1994 Chair Employee Benefits Taxation Committee 1993 Chair Employee Benefits Taxation Committee 1992 Member Employee Benefits Taxation Committee 1991 Member Employee Benefits Taxation Committee 1990 Member Employee Benefits Taxation Committee 1989 Member Employee Benefits Taxation Committee