Member and Security, Risk and Controls Group Practice Leader


Scheduled Events

Louisiana Society of CPA's Oil and Gas Conference

  • December 8, 2022 | Baton Rouge, LA | Topic: The Business Risk of ESG

Vistage CEO Group

  • April 11, 2023 | Houston, TX | Topic: Creating a Cybersecurity Awareness Culture


Speaking Topics

 Creating a Cybersecurity Awareness Culture (including IT General Controls)

This presentation focuses on the threat of cybersecurity and loss of data and helps an organization understand how to protect its people and information. We will explore the different opportunities hackers use to gather information and what to do if loss of data has occurred. We will also address the areas of solid IT controls and provide examples for securing information throughout the IT environment.

This session will explore the importance of technology controls and processes that help a company remain safe in the ever-changing world with cybersecurity as the number one threat to businesses. We will explore what threats are out there, how to combat them and why they are prevalent and general information technology controls that an organization can put into place to secure their organization. This session is focused on all individuals within an organization - from CEOs and CFOs to IT Personnel. All individuals in an organization should understand the importance of solid technology-related controls to keep the healthcare organization as safe as possible.

Past Speaking Engagements:
    • BDO | October 2022 | Webinar
    • ASCPA's Financial Accounting & Auditing Conference | September 2022 | Montgomery, AL
    • Private Corporation Cyber Awareness Education | August 2022 | Webinar
    • Vistage Group | August 2022 | Nashville, TN
    • CyberNow Conference | May 2022 | Birmingham, AL
    • ASCPA Employee Benefit Forum | May 2022 | Webinar
    • HFMA Southeast Summit | April 2022 | Nashville, TN
    • BMC (NIPA Conference) | January 2022 | Scottsdale, AZ
    • Louisiana Society of CPAs | November 2021 | Lafayette, LA
    • AWFA Huntsville Chapter | September 2021 | Huntsville, AL
    • North American Securities Administration Association | April 2021 | Webinar
    • FBI Los Angeles (Presentation and Roundtable) | January 2021 | Webinar
    • ASPPA Annual Conference | October 2019 | Washington, D.C.

ESG and Sustainability

This session provides an overview of what ESG is for a company and how they need to be prepare for and respond to questions regarding sustainability. We will explore the frameworks used by companies to gather and report on their responses to ESG and provide updates to changes in the environments. We will also explore the response to ESG by regulatory bodies including the SEC and AICPA.

Past Speaking Engagements:
    • GSCPA Business & Industry Conference | November 2022 | Atlanta, GA
    • GSCPA Accounting & Auditing Conference | October 2022 | Atlanta, GA
    • OSCPA Oil and Gas Summit | October 2022 | Webinar
    • ASCPA Educator's Conference | October 2022 | Montgomery, AL
    • Summer Education Conference | July 2022 | Gulf Shores, AL
    • ASCPA | September 2021 | Webinar

Understanding the Internet of Things

This session will explore the concept of the Internet of Things and explain how business organizations can better their processes, outcomes and procedures to grow and innovate. This presentation can be modified to include other emerging technology topics as they relate to the accounting, auditing and advisory space, including artificial intelligence, blockchain and robotic processing automation.

Past Speaking Engagements:
    • AICPA | October 2022 | Emerging Technologies Webinar
    • Florida Chapter HFMA | March 2021 | Webinar
    • ASCPA Industry Conference | March 2019 | Birmingham, AL
    • Financial Crimes Meeting - SSA | March 2019 | Birmingham, AL


Understanding Big Data and Data Analysis

This session explores the concept of Big Data and Data Analysis. From understanding what Big Data is and why it is important to utilizing data analysis techniques to make better accounting and business decisions. We will explore the security issues of Big Data. We will show examples of data analysis techniques and best practices for finance and accounting departments to better predict revenue, expenses, potential fraud, waste and unknown issues that exist within the data of the organization.

Past Speaking Engagements:
    • ARELLO Investigators Conference | October 2021 | Birmingham, AL
    • North America Securities Administrators Association | August 2021 | Miami, FL
    • Montevallo University Class Meeting | December 2020 | Webinar
    • BDO Alliance Conference | May 2017 | Las Vegas, NV

Internal Controls: From A to Z and Why to How

This session will explore the importance of internal controls to the organization. We will explore all concepts related to internal control - from the COSO model, fraud-related topics/ideas, accounting internal controls, enterprise-wide internal controls and common IT controls. We will understand WHY internal controls are important and HOW to go about implementing solid internal controls to make your organization better.

Past Speaking Engagements:
    • ASPPA | October 2020 | Webinar
    • ACUIA | October 2018 | Nashville, TN
    • Vistage | August 2018 | Huntsville, AL