Kerri D. Franz

Kerri D. Franz, CPA, is a partner at Weaver and leads the firm’s single-employer benefit plan audit practice. With over 30 years of experience in public accounting, Kerri brings extensive knowledge of financial audits, tax and accounting services and technical reporting standards across a wide range of industries. For the past 17 years, she has focused on employee benefit plan audits, serving both public and private clients, including Fortune 500 and 1000 companies with plan assets exceeding $4 billion.

As a key leader in Weaver’s employee benefit plan practice, Kerri has been instrumental in expanding the firm’s footprint across Texas and nationally. She has overseen hundreds of audits for defined contribution (including 11-K filers), defined benefit, health and welfare plans and master trust investment accounts.

Kerri serves as the firmwide technical and quality leader for the employee benefit plan audit practice, advising staff and clients on complex accounting and auditing standards. She also leads the Texas and West Coast employee benefit plan practice and serves as the firm’s lead for Form 5500 engagements. Her responsibilities include oversight of audit quality, development and delivery of national training programs and continuous improvement of Weaver’s EBP audit methodology and tools. She also mentors junior staff through the firm’s Employee Retirement Income Security Act (ERISA) training program and consults with plan sponsors on fiduciary responsibilities and operational issues related to retirement plans.

A certified public accountant (CPA), Kerri holds memberships with the American Institute of Certified Public Accountants (AICPA), the AICPA’s Employee Benefit Plan Audit Quality Center (EBPAQC), the Houston chapter of the Texas Society of CPAs, SouthWest Benefits Association (SWBA) and Houston Compensation & Benefits (HC&B).  She currently serves on the AICPA EBPAQC Executive Committee and the AICPA Employee Benefit Plans Conference Planning Committee, contributing to national conferences and the development of key audit tools and guidance materials. Additionally, she currently serves on the Executive Committee of the SWBA Board of Directors and was the Treasurer for five years on the HC&B Board of Directors. Kerri is a frequent national speaker at AICPA conferences and various state CPA society ERISA events. She graduated with a Bachelor of Business Administration in accounting from St. Edward’s University in Austin, Texas.