Insurance Industry Auditing and Consulting, Ltd. Insurance Industry Auditing and Consulting, Ltd.

HomeVisionServicesPeopleNewsContact IIAC

Jerome (Jerry) Dublan, CPA has more than 30 years of experience in accounting and auditing in both the public and private sectors with more than 20 years in the insurance industry. Prior to forming his own practice in January 2004, he was with the same firm for more than 15 years serving the needs of large and small clients exclusively in the insurance industry. His clients included P & C, life and A & H companies, reinsurance companies, insurance agencies, self-insurers, insurance service organizations and premium finance companies. Based on his expertise in matters such as loss reserving, reinsurance, tax accounting, investment reporting, internal control systems, internal auditing, and insurance company relations with actuaries, regulators and reinsurers, he has served as a consulting and research expert and authored articles for publication.

Jerry holds a B.S.B.A. with honors in accounting from Roosevelt University in Chicago and attained his CPA certification in Illinois. He is a member of the AICPA and Illinois CPA Society. He is also a past president of the Chicago Chapter of the Insurance Accounting and Systems Association (IASA) and has served on various committees of the IASA involved in the planning of local and regional educational conferences.

 

Jerome A. Zienty, JD, LLM graduated from Loyola University in Chicago with a B.A. in history and political science. He went on to earn a law degree and Master of Laws in Taxation from John Marshall Law School. He has served as a board member of numerous nonprofit organizations and trade associations, including the Better Business Bureau of Chicago and Northern Illinois.

Mr. Zienty spent most of his 25-year career in the insurance and member services industries. He has been involved in the management and oversight of many areas such as claims, underwriting, human resources and training, policyholder sales and service, real estate, tax compliance, regulatory relations and public affairs. He has also directed conversions to stock companies and managed M & A activities.

Most recently, he left his position of Senior Vice President, Secretary and General Counsel of AAA Chicago Motor Club and Chicago Motor Club Insurance to build his own private law practice. Jerome brings to IIAC, Ltd a rich background for consulting in the operational and regulatory areas of the insurance industry.

 

Joseph (Joe) Bates, CPA has more than 30 years experience in the insurance industry with Property and Casualty, and Life companies. He has held positions at various levels of management within the industry from Internal Audit to Chief Financial Officer.  In addition to working closely with various State Insurance Departments to resolve regulatory issues, he has many years of experience consulting with major insurance entities on matters such as redefining business strategies, statutory accounting requirements, tax compliance, and mergers and acquisitions. 

Joe holds a B.S. from Indiana University and attained his CPA certificate in Illinois.  He is a member of the AICPA and Illinois CPA Society. 

 

Debra Dublan is an Employee Benefits consultant with over 20 years of experience in ERISA, specializing in compliance, auditing, and the administration of defined contribution and defined benefit plans. She is a great contributor to CPA’s, assisting in the audits of plans for Form 5500’s (IRS Annual Reporting) providing guidance on compliance, developing test plans, testing and assisting in the resolution of issues. Through her consulting and guidance, clients experience an understanding of their benefit plans in an in-depth, but down-to-earth, hands-on manner. Debra is a graduate of Loyola University with post-graduate credentials from Roosevelt University for Employee Benefits. As an Employee Benefits Consultant for Mercer Human Resource Consulting, she excelled in client service for over 10 years and had many HR roles in the private and non-profit sector. These roles have afforded her the opportunity and experience to directly interact with the Internal Revenue Service, Department of Labor, and Pension Benefit Guaranty Corporation on employee benefit matters.