ANNE MORRIS

Principal, Assurance

Atlanta, GA

Experience

With nearly 20 years of public accounting experience, Anne specializes in not-for-profit and employee benefit plan audits. She is an integral part of the Firm’s assurance practice and is the Audit and Assurance Leader of the Not-for-Profit Services Practice and Employee Benefit Plan Practice at Windham Brannon.

She works closely with clients during the planning phase of an audit in order to identify potential issues as early as possible, thereby ensuring that the process is effective, efficient, and completed in a timely manner. She regularly communicates with her clients to help them answer any questions that may arise during the course of the year.

Anne has presented to many nonprofit clients’ Board of Directors and Audit Committees to discuss the company’s audited financial statements as well as any important matters that arose during the audit. Anne has also presented to various non-profit groups about emerging issues in the non-profit arena.

She has served as the chairperson for the Georgia Society of Certified Public Accountants Employee Benefit Plan Conference and has been a frequent speaker at the AICPA National Employee Benefit Plan Conference. Additionally, Anne is regularly invited by the Board of Directors of her benefit plan clients to present findings from their audits and other industry-specific topics.

She joined Windham Brannon in 2001 after graduating from Auburn University with a Bachelor of Science in Accounting. Anne then completed her Master of Accountancy in 2003 from Kennesaw State University.

Anne is an active member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, and the Georgia Center for Nonprofits. She is also on the Board of Directors for Kate’s Club, Inc. and is a former board member of National Women in Pensions, Inc.

She currently is on the Advisory Committee for the Atlanta Chapter of Women in Pensions Network.

Credentials

involvement

  • Atlanta Chapter of Women in Pensions Network, Former Advisory Committee Member
  • American Institute of Certified Public Accountants, Member
  • Georgia Center for Nonprofits, Member
  • Georgia Society of Certified Public Accountants, Leadership Council Member
  • Kate’s Club, Inc., Board of Directors
  • Pension Education Council of Atlanta , Board of Directors

education

  • Kennesaw State University, Master of Accountancy
  • Auburn University, Bachelor of Science in Accounting