Tim Ball is a Partner and Leader of The Bonadio Group’s Advisory & Consulting division and Fraud & Forensics team. A Certified Fraud Examiner (CFE) with over 20 years of experience, he specializes in fraud investigations, forensic accounting, internal investigations, and white-collar crime across for-profit, non-profit, and government organizations. Tim frequently collaborates with attorneys and clients on complex investigations and disputes, and he shares his expertise nationwide through seminars, webinars, and training sessions. He also provides annual fraud prevention and detection training to over 1,200 Bonadio professionals each year.
Gayle Anderson
Partner, SeatonHill
Gayle Anderson is a Partner on the Central team at SeatonHill and an award-winning CFO with over 30 years of experience in strategic planning, M&A, finance and accounting operations, and systems implementation. She has a diverse background across public, private, and non-profit sectors, serving in leadership roles for PE-backed companies, technology, entertainment, SaaS, and Big 4 accounting firms. Gayle has also served on several boards and received multiple honors, including 2008 CFO of the Year for Mid-Size Public Companies by the Dallas Business Journal and finalist recognitions from DCEO Magazine for Non-Profit and Mid-Size Company CFO of the Year.
Tim Ball
Partner, The Bonadio Group
Roger Burns
CFO at RWB Consulting
Roger is a fractional CFO and partner to entrepreneurs, bringing over 40 years of experience in project-based accounting and corporate leadership. After serving as CFO of a mid-size engineering consulting firm, he now helps multiple firms succeed by aligning financial systems with business strategy and fostering a culture that balances risk-taking and creativity. Roger approaches the CFO role as both a mentor and teacher, ensuring managers and employees understand the business beyond the product or service. His expertise spans finance, HR, compensation, operations, and strategic planning, giving him a holistic perspective as a member of the management team.
Michael Chittenden
Of Counsel at Covington and Burling LLP
Michael Chittenden practices in tax and employee benefits, focusing on withholding taxes, FATCA compliance, and information reporting for forms such as 1095, 1099, W-2, and 1042-S. He advises large employers on complex employment tax matters, including nonqualified deferred compensation, executive perks, and successor employer rules, and assists clients with voluntary corrections and penalty abatements. Michael also represents clients in IRS examinations and appeals, and as part of Covington’s Global Workforce Solutions practice, he counsels on mobile workforce issues, state income tax withholding for remote employees, and expatriate and inpatriate tax matters.
David Colmenero
Partner, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.
David is a Certified Public Accountant and attorney with extensive experience in state tax controversy, litigation, and planning. He represents individuals, closely held businesses, and large corporations in Texas tax disputes at all levels, including the Texas State Office of Administrative Hearings, state courts, and federal courts, and has experience with IRS audits and litigation. Previously a Texas sales tax auditor, he has successfully handled cases involving sales and use tax, franchise tax, employment tax, and more. He is actively involved in professional organizations, including TXCPA and the State Bar of Texas, and frequently speaks on federal and state tax issues.
Dr. Shannan Crawford
Dr. Crawford & Associates PLLC
Dr. Shannan Crawford is a psychologist, executive performance expert, and sought-after keynote speaker specializing in the impact of emotional intelligence on high-performing professionals and organizations. As Founder and CEO of Crawford Clinics, she developed the Restoring-Self-Cohesion (RSC) Method, a proprietary approach that uncovers and resolves unconscious patterns that can undermine leadership, decision-making, and team performance. She works with CPAs, executives, and business owners to enhance leadership presence, reduce burnout, and unlock sustainable peak performance—without compromising ethics or well-being. Known for translating complex psychological and neurological insights into actionable strategies, Dr. Crawford helps leaders and consultants drive measurable business results. She is also the host of the Psychology of You podcast, exploring the internal dynamics that shape leadership, performance, and long-term success.
Jasmine DiLucci
DiLucci CPA Firm
Jasmine DiLucci is a tax attorney, CPA, and lifelong tax specialist, having earned her Enrolled Agent designation in high school. She advises individuals and business owners nationwide on tax planning, returns, accounting, and resolution. Passionate about demystifying tax law, Jasmine works to make complex regulations accessible while actively combating misinformation online.
Neely Duncan
Nonprofit Partner at Forvis Mazars
Neely D. Duncan is a Nonprofit Partner at Forvis Mazars with over 20 years of public accounting experience, specializing in nonprofit financial management, audits, compliance, and tax-exempt matters. She advises organizations on governance, internal controls, operational efficiency, and strategic planning, drawing on expertise in forensic accounting, data analytics, and CFO support. A former U.S. Navy officer and Certified Fraud Examiner (CFE), Neely is also a nationally recognized speaker, sharing insights and best practices with the accounting community.
Chris Gorman
Principal at RSM US LLP
Chris is a state and local tax (SALT) specialist focusing on state income and franchise tax compliance, planning, and strategic guidance for expansions, mergers, and acquisitions. He serves as the single point of contact for clients at RSM, coordinating support across sales and use tax, property tax, employment tax, and credits and incentives. With experience serving high-growth, middle-market, and large enterprises, Chris combines legal and tax expertise to deliver comprehensive solutions.
Harry L. Gutman
Of Counsel at Ivins, Phillips & Barker
Harry L. (Hank) Gutman brings 50 years of tax experience, including leadership roles in the U.S. Treasury, Congress, and major law schools. As Joint Committee Chief of Staff, he advised the House Ways and Means and Senate Finance Committees on technical, economic, and revenue aspects of tax legislation. Hank has represented multinational corporations and clients before the Treasury and IRS, with extensive expertise in estate, gift, and generation-skipping taxes. He is also co-author of a widely used wealth transfer tax casebook, a former reporter for the American Law Institute on the generation-skipping tax, and has testified before Congress on estate tax matters.
May Lee Harris
Principal Consultant at Force10 Consulting
May Lee Harris, CPA, is a finance executive with over 20 years of experience leading accounting operations, financial reporting, and process transformation for private equity-backed and multi-entity organizations. As Managing Partner of Force10 Consulting, she provides fractional Controller and CFO services, helping organizations build GAAP-compliant, audit-ready infrastructures while improving internal controls and close processes. Known for her expertise in global consolidations, GAAP conversions, and M&A integration, May Lee translates complex accounting requirements into practical, scalable solutions.
Seth Hopkins
Director at Forvis Mazars
Seth Hopkins is a Director in the Nonprofit Advisory Practice at Forvis Mazars, advising mission-driven organizations on building the financial and operational infrastructure needed for sustainable growth. With over 20 years of experience, he brings combined CFO and COO expertise to help nonprofits translate vision into strategy, implement financial systems, and strengthen governance. Seth partners with executive teams and boards to develop organizational roadmaps, optimize operations, and ensure long-term impact, making him a trusted advisor for emerging and established nonprofits.
Jesse Ihde
Executive Coach at Trade Last
Jesse Ihde is an executive coach, consultant, and speaker dedicated to fostering authentic leadership, connected teams, and organizational excellence. As founder of Trade Last Coaching & Consulting, she helps leaders and organizations align purpose, connection, and vitality with tangible business results. With experience scaling startups, nonprofits, and Fortune 500 companies, Jesse brings a holistic, systems-driven approach to leadership development and team building. She is also co-facilitator of the LEAP Academy, advancing women in executive leadership, and serves on the board of Girls Embracing Mothers, supporting social impact and justice initiatives.
Brad Leffler
Audit Partner, Southwest Audit Leader at Aprio
Brad brings over 29 years of audit experience and currently serves as Southwest Audit Leader and Audit Partner at Aprio, where he leads the firm’s expansion in Texas. He has extensive experience across manufacturing, distribution, energy, technology, healthcare, retail, and consumer products sectors. Previously, Brad spent 23 years at a Big 4 firm, including 11 years as an audit partner, and later built a top 50 firm’s Texas practice, leading teams of over 400 auditors while fostering a culture of collaboration and exceptional client service.
Cody Lewis
Partner at Hayes, Berry, White & Vanzant, LLP
Cody J. Lewis is a Board-Certified Construction Law attorney practicing construction, real estate, and business law across Texas. With experience in both the legal and construction fields, he represents owners, developers, contractors, and suppliers in litigation, contract negotiations, and transactions. Licensed since 2010, Cody maintains a statewide practice and has handled court proceedings in every major urban county, bringing practical field knowledge and legal expertise to complex construction matters.
Cynt Marshall
Former CEO of the Dallas Mavericks
Cynt Marshall is a business leader with a 36-year career at AT&T and nearly seven years as CEO of the Dallas Mavericks, renowned for driving results through inclusive leadership and operational excellence. She founded Marshalling Resources, a consulting firm focused on leadership development and culture transformation, and has held groundbreaking roles including Senior Vice President of Human Resources at AT&T and President of AT&T North Carolina. Recognized globally for her visionary leadership, Cynt has received numerous honors, including Forbes’ Most Inspiring Female Leaders and induction into the Junior Achievement Business Hall of Fame. She serves on multiple corporate and nonprofit boards, is a dedicated advocate for vulnerable children, and is the author of You’ve Been Chosen, an NAACP Image Award–nominated book.
Jens Mielke
CFO Services at Venturity Financial Partners
Jens Mielke has over 30 years of experience in finance and accounting leadership, currently serving as a Fractional CFO with Venturity Financial Partners. He has held CFO roles at Rocky Mountain High Brands and HASCO Medical and was National Partner for Technical Accounting at Aventine Hill Partners. Jens spent much of his career as an Audit Partner at Deloitte, advising large public companies and leading IPOs, M&A projects, divestitures, and Sarbanes-Oxley implementations. His expertise spans strategic management, financial reporting, investor relations, and process and systems improvement for mid-cap to multi-billion-dollar organizations.
Steve Orr
Chief Investment Officer, Texas Capital Private Bank
Steve Orr is Chief Investment Officer for Texas Capital’s Private Bank, overseeing the strategy, construction, and performance of client portfolios and trusts. He also serves as President of Texas Capital’s ETF trust and brings over 30 years of investment management experience, including leadership roles at Communities Foundation of Texas, Associates First Capital, and Caterpillar Inc. An attorney and holder of both CFA® and CMT® designations, Steve is active in the Dallas philanthropic community, serving on the investment committees for the Dallas Jewish Community Foundation and Parkland Foundation.
Philip Overly
Research Tax Credit Manager at DST Advisory Group
Philip Overly is a Research Tax Credit Manager at DST Advisory Group, leading strategic R&D tax credit engagements for Fortune 100 clients. He develops training on emerging tax law, efficient study processes, and tax strategies, bringing both technical depth and strategic perspective from his finance and taxation background. Known for clear communication and a client-focused approach, Philip manages cross-functional teams to ensure compliance while maximizing credit opportunities and delivering high-quality results.
Tim Pike
Regional Managing Partner at The Bonadio Group
Tim has 26 years of public accounting experience, specializing in assurance and forensic services. He has served as Regional Managing Partner for Bonadio Group, conducts peer reviews for other accounting practices, and is known for simplifying complex issues in assurance and litigation support. A frequent presenter at TXCPA CPE events and guest lecturer, Tim shares his expertise with both professionals and students.
Claudia Reed
Senior Vice President, Corporate Banking at Hancock Whitney
Claudia Reed is a Senior Vice President, Corporate Banking at Hancock Whitney, with over 20 years of experience supporting businesses across Texas. She specializes in partnering with middle-market and corporate clients to develop customized financial strategies that drive growth, optimize liquidity, and support long-term success. Known for her collaborative style and strategic mindset, Claudia leverages expertise in credit, treasury solutions, and relationship management to deliver practical, results-driven guidance.
Leigh Richardson
Principal Founder and CEO at The Brain Performance Center
Dr. Leigh Richardson is a brain health expert with a PhD in psychology, board certification in neurotherapy, and licensure as a professional counselor. She is the founder of The Brain Performance Center, where she helps individuals, leaders, and organizations improve performance by training the brain to think clearly, manage stress, and make better decisions under pressure. Her work translates neuroscience into measurable outcomes, enhancing focus, executive function, resilience, leadership, and productivity while reducing burnout.
Shakeb Syed, JD
Senior Manager, Tax Services, RSM US LLP
Shakeb Syed, JD, is a Senior Manager in Tax Services at RSM US LLP in Houston, Texas, with over 19 years of experience advising clients on state and local tax matters, including income and franchise, sales and use, property, employment, excise, and severance taxes. Before joining RSM, he spent eight years with Big Four accounting firms and an energy consulting firm, and also led the state income and franchise tax function in-house for a multinational oilfield services company. Shakeb has worked with clients across industries such as energy, healthcare, telecommunications, retail, and financial services, collaborating with professionals from tax associates to CFOs. He holds a Juris Doctor from South Texas College of Law and a BS in Information Systems Technology from the University of Houston, and is a member of the State Bar of Texas and its Tax Section.
Nuwandi Trahan
Partner - Southwest Real Estate Leader at Aprio
Nuwandi leads Aprio’s real estate segment across Texas and the Southwest, advising clients across multifamily, industrial, commercial, mixed-use, and affordable housing projects. A former Partner at a Top 6 accounting firm, she specializes in real estate audit and advisory, including LIHTC, HUD compliance, and financial reporting for complex projects. Nuwandi coordinates audit, tax, and consulting services to deliver integrated solutions, building strong teams and client-focused strategies that drive measurable results. She is a licensed CPA in Texas and Colorado and a founding advisory board member of the Women’s Affordable Housing Network (Texas Chapter).
Genevra M. Williams
Senior Counsel at Mendrygal Law, PLLC
Genevra is a nonprofit law expert with extensive experience advising tax-exempt organizations on governance, tax compliance, endowments, executive compensation, complex gifts, and employment matters. Previously the sole in-house attorney for a prominent Dallas community foundation, she brings a practical, insider perspective to her clients. Recognized on the Texas Super Lawyers list (2022–23) and by Best Lawyers® in Nonprofit/Charities Law—including 2025 “Lawyer of the Year” for Dallas/Fort Worth—Genevra counsels a wide range of nonprofits, community foundations, and social welfare organizations.
Eric Woelke
Senior Manager in Deloitte Tax LLP
Eric Woelke is a Senior Manager in Deloitte Tax LLP’s national Global Trade Advisory practice, bringing over 15 years of experience advising clients across diverse industries. He specializes in classification, country of origin, free trade agreements, customs valuation, duty reduction, and global trade operations. Eric has supported companies with import and export compliance, process design, first sale for export programs, and foreign-trade zone strategy and operations. He also provides guidance on mergers and acquisitions, helping clients navigate complex global trade considerations. Eric’s expertise combines strategic insight with practical solutions to optimize clients’ international trade operations.