Pam Dunlap

CPA, CGMA
Principal, Director of Benefit Plan Audit Services
Cleveland, OH
Resident of Westlake, OH
Rea Team Member Since 2019
  • Oversee the firm’s EBP practice and other activities to allow me to be staying ahead of the needs of our clients. That includes planning, directing, supervising and reviewing Rea’s audits of ERISA plans, training the team of professionals, working with third party providers, staying current on retirement plan trends and financial reporting and regulatory technical content.

Topics or areas of expertise that Pam can talk about (even in her sleep):

Plan Audit Requirements

Fiduciary Responsibility

Retirement Plan Compliance

Retirement Plan Best Practices

How we know she knows what she's doing:

  • She earned her bachelor's degree from The Ohio State University
  • Has over 30 years of experience in accounting
  • Prior to Rea, she held positions at Ernst & Young, Apple Growth Partners and Cohen & Company
  • She has received the AICPA Advanced Defined Contribution Plans Audit Certificate (2017)
  • YWCA Women of Professional Excellence Award (2012)

Furthering her professional development, Pam is involved with:

Certified Public Accountant (Ohio)

Ohio Society of CPAs

American Institute of CPAs

When she's not in the office, you can find her:

Traveling

Spending time with her three girls, or her boyfriend and his three kids (yes they are the “Brady Bunch”!)

Renovating her properties

Pam is involved in her community:

Sisters of the Humility of Mary Investment Committee (Board Member)

St Bernadette Church (Eucharistic Minister)

Inside The Mind Of...

What does “A Brighter Way” mean to you? A culture of encouragement, accountability and service.

Why do you choose to work at Rea? The firm’s culture and attention to not only their clients but internally to those who serve them every day!

What’s your favorite aspect of your job? I never know what the day will bring! It’s always changing whether that’s because of a client request, a regulatory change or technical content.

Describe your work style. Goal oriented but adaptive, driven, and dependable

Just For Fun:

What profession would you choose if you didn’t go into accounting? Interior Decorating

What was your first job? Babysitting

What is one trait you possess that you inherited from your mother or father? Work Ethic

What is the best restaurant you’ve ever eaten at? Disney’s Epcot Wine and Food Fest – everything at Disney is great!

In addition to great client service, I specialize in audits and consulting on all types of ERISA plans. Those include 401(k), 403(b), ESOPs, defined benefit plans (frozen and active), for companies of all sizes.