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You are here: Home / Anne Morris

Anne Morris

With nearly 20 years of public accounting experience, Anne specializes in not-for-profit and employee benefit plan audits. She is an integral part of the Firm’s assurance practice and is the Audit and Assurance Leader of the Not-for-Profit Services Practice and Employee Benefit Plan Practice at Windham Brannon.

She works closely with clients during the planning phase of an audit in order to identify potential issues as early as possible, thereby ensuring that the process is effective, efficient, and completed in a timely manner. She regularly communicates with her clients to help them answer any questions that may arise during the course of the year.

Anne has presented to many nonprofit clients’ Board of Directors and Audit Committees to discuss the company’s audited financial statements as well as any important matters that arose during the audit. Anne has also presented to various non-profit groups about emerging issues in the non-profit arena.

She has served as the chairperson for the Georgia Society of Certified Public Accountants Employee Benefit Plan Conference and has been a frequent speaker at the AICPA National Employee Benefit Plan Conference. Additionally, Anne is regularly invited by the Board of Directors of her benefit plan clients to present findings from their audits as well as other industry-specific topics.

She joined Windham Brannon in 2001 after graduating from Auburn University with a Bachelor of Science in Accounting. Anne then completed her Masters of Accountancy in 2003 from Kennesaw State University.

Anne is an active member of the American Institute of Certified Public Accountants, the Georgia Society of Certified Public Accountants, and the Georgia Center for Nonprofits. She is also on the Board of Directors for Kate’s Club, Inc. and is a former board member of National Women in Pensions, Inc.

She currently is on the Advisory Committee for the Atlanta Chapter of Women in Pensions Network.

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Read our 2023 President’s Letter by clicking PECA President’s Letter 2023.

PECA (Pension Education Council of Atlanta) was established by a committee that includes some of the most tenured and esteemed retirement plan professionals in the Atlanta area. PECA is committed to providing high quality continuing education and networking opportunities for all types of professionals, newer entrants into the industry, and benefits specialists working for plan sponsors, all of whom work with retirement plans.

PECA’s Board includes local experts with national reputations in the industry as speakers and thought leaders, years of success creating in-person and online educational programs, and relationships that have brought other nationally known experts to Atlanta to share their expertise:

  • Katie Green – President
  • Alison Cohen – Secretary (Past President)
  • Candace Jackson  – Treasurer
  •  Shawn Slemons  – Technical Committee  VP
  •  Mike Zahariades – Membership Committee VP
  •  Lindsey Dolbeer  – Continuing Education VP
  • Alvaro Galvis – Community Outreach
  • Joni Jennings – Board Member (Past President)
  • Heather Bailey – Board Member
  • Chelsea Deppert – Board Member
  • Evan Melcher  – Board Member
  • Anne Morris – Board Member
  • Nick Westmoreland – Board Member

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