Our Contributors
Content contributors to ComplianceHeadquarters™ are subject matter experts with experience and knowledge on various regulatory compliance topics. This directory is organized by topic and by author name to allow you to easily locate an author's credentials.
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Diana TheisConsultant, IRAs/HSAs, Wolters Kluwer Financial ServicesAn IRA Consultant since 1995, Diana counsels callers from financial organizations through Wolters Kluwer Financial Services' IRA Consulting Service. Prior to becoming an IRA consultant, Diana was a Wolters Kluwer Financial Services IRA administrator for seven years. She puts this experience to good use assisting with the development of IRA/CESA/HSA forms as a member of Team Documents. As part of Team Communication, she assists in the scheduling of IRA seminars and determination of seminar content and produces PowerPoint training presentations for financial organizations. She also conducts approximately 50 IRA seminars each year throughout the United States and numerous Internet/telephone training sessions. |
