Lisa Schallenberg

Lisa A. Schallenberg, CPA, QKA, has been in the benefits field since 1991. She obtained her bachelor of science degree in accounting from the University of New Orleans. Her knowledge of plan operations and administration allows her clients to receive the most efficient and timely plan services in her job as Executive Vice President of Employee Incentive Plans, Inc. She is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, American Society of Pension Professionals and Actuaries, and has participated in public speaking and several community activities. Lisa has served on the IRS panel as an ERISA expert and is an adjunct professor at the University of Texas at Austin.

Credentials: 

Schallenberg received a bachelor of science degree in accounting from the University of New Orleans. Lisa is a Certified Public Accountant (CPA) and a Qualified 401k Administrator (QKA).

Instructor Lisa Schallenberg