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Shelly Hayes, CPA

Shelly Hayes, CPA

Senior Manager, Audit | 

  • What I Do For Clients
  • Experience
  • Associations
  • Thought Leadership

Shelly’s primary client service focus is with audits of defined benefit and defined contribution plans, including 11K and DOL reporting for privately-held businesses in a broad range of industries. On the compliance side, her experience includes ensuring a plan is operating in compliance with the plan document and the plan satisfies the regulatory reporting requirements. On the consulting side, Shelly assists clients with plan analysis, provides guidance on the correction of plan failures and operational deficiencies and provides consultation when there are delinquent 5500 filings.

She also has experience with financial audits in the area of hospitality and distribution.


Industries Served:

  • Employee Benefit Plans
  • Hospitality
  • Manufacturing
  • Distribution
  • Energy & Oilfield Services
  • Healthcare
  • Professional Services
  • Technology


CPA, Certified Public Accountant

Pannell Kerr Forster of Texas, P.C., Houston, TX
Senior Manager

Neighbors Federal Credit Union, Baton Rouge, LA
Vice President of Internal Audit

Hancock Bank, Baton Rouge, LA
Internal Audit

Nicholls State University
Bachelor of Business Administration - Accounting, 1992




Current Commitments:

  • American Institute of Certified Public Accountants
  • Houston Texas Society of CPAs
  • Louisiana State Board of Accountancy



Speaking Engagements:

  • Designs, implements and manages technical training for PKF Texas employee benefit plan audit team members

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The PKF Texas Painless Planning approach facilitates a smoother audit experience through proactive planning, consistent staff assignment and continuous communication.

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