Financial Institutions Conference 

Speaker Biographies

Financial Institutions Conference
October 23-24, 2023
Dallas and Webcast

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Professor Loescher teaches healthcare management, human resources, and general management classes. She has her doctorate in business administration from Nova Southeastern University, specializing in human resources management. Prior to her career in academia, she worked in the healthcare industry for 15 years in the areas of quality assurance, utilization management, and clinical research. Her academic publications focus on ethical education, organizational ethics, communication, change management, diversity management, process improvement in health care delivery systems, and health care reform. Dr. Loescher is the assistant dean for instructional innovation for the McCombs School and the academic director for the Healthcare Innovation Initiative. Dr. Loescher is also a co-author of the book, Communication Matters: Write, Speak, Succeed published by Kendall Hunt in 2007 with a second edition in 2010. 

 

Bob Scott is the Executive Director of Administrative Services for the Town of Prosper, a rapidly growing suburb in the Dallas Fort Worth metroplex. Mr. Scott is a CPA and began his career in public accounting for a large national firm ultimately serving as audit manager for numerous state and local government entities. His municipal experience includes most aspects of municipal management. He has served on GFOA's Executive Board is a past president of GFOA of Texas and was twice named Finance Officer of the year by his peers.  He has taught and conducted seminars for GFOA, AICPA, GFOAT and currently serves as a trustee for the Texas Municipal Retirement System. 

 

Angie Dunlap is an Audit Partner at FORVIS. With over 30 years of experience, she regularly provides financial statement audit services to a variety of higher education, not-for-profit and government entities. Angie has a thorough understanding of the requirements associated with governmental accounting and federal and state Single Audits. She is responsible for ensuring an efficient and effective audit, advising clients in audit and financial reporting issues, and assisting clients with internal control and process improvement projects. Prior to joining FORVIS, she spent 28 years of her career at three international public accounting firms focused on the not-for-profit, education, and public sector industry. 

 

Angie received her BBA in Accounting from Baylor University, and a Master of Business Administration (MBA) in Sports and Entertainment Management from The University of Dallas. 

 

 

 

 

 

 

Brittany George is the Partner-in-Charge, Technology Services at Weaver. She has nearly two decades of experience, including former Big Four experience with a focus on public company audits. Her current focus includes cybersecurity, system, and organization controls (SOC) reporting, evaluation and testing of IT general controls (ITGCs) and regulatory compliance (including Payment Card Industry and Sarbanes-Oxley). She is also deeply experienced with system integration and user acceptance testing. Having spent the beginning of her career with TXU/Capgemini Energy, she has a deep understanding of utilities and the energy industry. She also has extensive government experience, having led IT audit activities for numerous municipalities and school districts. Additional industry experience includes technology service providers, financial services, oil and gas, health care and banking. 

 

Brittany is a member of the IIA, AFCOM and Tech Titans, for which she serves as Tri-Chair on the Cybersecurity Forum. She is also a member and past president of the North Texas chapter of ISACA. Highly respected in her field, she has been a guest lecturer at the University of Texas at Austin and often presents on security and other IT advisory topics, including having recently presented at the InfoSec World Conference & Expo. 

 

A Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), and a PCI Qualified Security Assessor (QSA), she earned a Bachelor of Business Administration in management information systems from the University of Oklahoma and a professional graduate certificate in cybersecurity from Harvard. 

 

Holly Heard is the Vice President, Data and Analytics at Texas 2026. Holly joined Texas 2036 after nine years at the Houston Education Research Consortium, a research-practice partnership dedicated to educational equity that is located at Rice University. She served in various roles at HERC, including Senior Research Scientist, Manager of Research and Data Operations, and Associate Director 

 

Holly’s team co-maintained the secure data infrastructure and co-created data governance policies for more than 20 researchers and staff. She also led and managed multiple education research projects with Houston Independent School District, including the Study on Social and Emotional Skills, an international survey sponsored by the Organization for Economic Cooperation and Development.  

 

Holly is passionate about data policy and educational equity; she has provided trainings on data infrastructure through the National Network of Education Research-Practice Partnerships, consulted several research organizations on their data systems, and served on advisory groups for Children at Risk, ESCAPE Family Resource Center, and Data Quality Campaign. 

 

Holly received her Ph.D. from the University of North Carolina at Chapel Hill, her M.A. from Penn State University, and her B.A. from the University of Notre Dame.  

Danny is a Managing Director in the National Public Sector Group at Cherry Bekaert. In this role, he performs advisory and consulting services on a variety of technical accounting issues, including implementation of new standards. He also oversees audit engagements of governmental entities, including Single Audits in accordance with the Uniform Guidance. He has over 13 years of experience providing audit, advisory, and training services to a client base that includes municipalities and their component units, counties, 

utilities, school districts, state agencies, tribal governments and other entities receiving federal assistance. 

 

Danny serves on the American Institute of CPAs Technical Issues Committee, a group that provides a voice for its constituents in the standard-setting process, as the Zone 3 (GASB) Chair. He is also the membership director for the Dallas Chapter of the Association of Governmental Accountants. 

Danny received his BS in Accounting from the University of Southern California 

 

Linh S. Truong (LT) is currently the Senior Director of Internal Audit and Enterprise Risk at NTTA (North Texas Tollway Authority). As the head of this department, Linh is responsible for transforming the Internal Audit department as well as launching an Enterprise Risk Management process. In this role, she is a member of the executive leadership team reporting administratively to the CEO and functionally to the Board. 

 

Linh has extensive experience encompassing 30 years of corporate governance, risk, and control frameworks in public accounting as well leadership roles in multiple industries including financial services, oil/gas, and healthcare.  

 

Ms. Truong’s experience includes positions with KPMG, Credit Suisse Group, Alon USA, Kosmos Energy and Orthofix Medical. As the former Chief Audit Executive (CAE) at three of her former employers, she established the enterprise risk management initiatives and launched the internal audit functions from ground zero. She has also built first year SOX frameworks and brought these efforts in-house from third-party service providers. Her audit career provided her with the opportunity to travel to West and North Africa, Morocco, Brazil, Yemen, and most countries in Europe as well as spend four years in Germany and Switzerland as an expatriate. 

 

Ms. Truong received her MBA at Tarleton State University, and her B.B.A. from the University of Texas at Arlington. She is a Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA) and the Certified Internal Controls Auditor (CIA) designations. 

 

 

 

 

 

Bhakti is the principal in-charge of state and local government assurance for Central Texas for CliftonLarsonAllen LLP.  She specializes in providing governmental auditing and accounting services and has more than 16 years' experience in accounting, auditing, and compliance services. 

 

Bhakti earned her Bachelor of Arts in economics from University of Virginia, Charlottesville, Virginia, and her a Master of Science in accounting information systems from Virginia Tech, Blacksburg, Virginia 

 

She is a member of American Institute of Certified Public Accountants and is a Certified Public Accountant in Texas, California, and Virginia 

 

 

Mark is a Manager in Deloitte’s Accounting & Reporting Advisory practice, advising clients on robotic process automation “RPA”, Machine Learning, data analytics, and overall financial transformation. He delivers RPA marketplace presentations to small and large audiences via live demos and “build-a-bot” workshops. He supports end-to-end development lifecycle of process design, testing, implementation, and operation for various digital technologies solutions, such as RPA and Data Analytics. In his role, he is also responsible for hosting and producing finance close optimization labs for c-suite executives. 

 

Mark previously worked in state and local tax at another big 4 accounting firm where he was introduced to the use of RPA and emerging technologies within the tax space. He has 5+ years of experience building automations in Alteryx and UiPath and complemented the automations with visualization tools such as Tableau. He has built automations used by external clients as well as internal automations that have been scaled to widespread use. 

 

Mark graduated from Michigan State University with a Master of Science in Accounting as well as a Bachelor of Arts in Accounting. He is a certified public accountant (CPA) in Michigan and is a member of the American Institute of Certified Public Accountants (AICPA) and the Michigan Institute of Certified Public Accountants (MICPA). 

 

 

Kiana Farokhpour    

Kiana is the Intelligent Automation and Analytics Senior for Deloitte. Prior to joining Deloitte, Kiana served in various roles at EY including as a Data and Technology Analyst and Assurance Senior.  Her love for solving puzzles and analyzing various types of information has helped her build a career that combines audit and analytics.  

 

Kiana earned her Bachelor’s and Master of Science in Accounting from the University of Houston.   

 

Lindsey Kennimer is an Audit Partner at Snow Garrett Williams, a local public accounting firm in Weatherford, Texas.  Lindsey has over 17 years of experience performing audits of local governments, specifically audits of Texas independent school districts, including extensive experience in single audits and was awarded the AICPA’s Advanced Single Audit Certificate.  Lindsey also performs peer reviews of other CPA firms throughout the State of Texas through the AICPA's peer review program and serves as a subject matter expert performing enhanced oversight reviews of Government Auditing Standards/Single Audit engagements reviewed during a firm's peer review for the AICPA's Oversight Task Force.   

Lindsey is currently serving on the TXCPA Planning Committee for the Texas School District Accounting and Auditing Conference, Professional Standards Committee, and Peer Review Committee; the GFOA Special Review Committee; and the AICPA Government Audit Quality Center (GAQC) Executive Committee. 

 

Lindsey received her Bachelor of Business Administration (BBA) in Accounting for The University of Texas at Arlington  

 

Sandy is an attorney for Husch Blackwell in Houston. Sandy’s practice focuses on governance and compliance with an emphasis on complex public business and infrastructure matters. She works closely with clients to satisfy ethical and compliance requirements while still achieving the public functions required of them. 

 

Sandy’s current and previous community leadership includes the Texas State Bar Government Law Section, Secretary, Yellow Rose of Texas, Governor Commission, City of West University Place, Zoning Board of Adjustment, National School Boards Association – Council of School Attorneys, and Texas Association of School Business Officials. 

 

Sandy received her J.D. from William & Mary Law School, her M.A. at the University of Houston and her B.A. at Wellesley College 

 

Ben Stephens, J.D. 

Ben is a Senior Associate for Husch Blackwell in Houston. Ben represents a broad range of public and private clients in state and federal court. As a Houston public law attorney, he keeps the big picture in mind, including clients’ long-term goals, priorities and public relation needs. 

 

A major focus of Ben's practice is public law and real-estate law. He represents government entities, private companies and public officials in cases related to eminent domain, zoning and land use, title litigation, and civil rights litigation, as well as other matters of public policy. Ben also provides government relations advice to public-sector clients. 

 

Ben earned his J.D. at Southern Methodist University and his B.A. at Wheaton College. 

Glenda Hinsley 

Having worked with federal grants as a district-level Federal Programs Director, Assistant Director of Federal Programs for a regional education service center, and as a private consultant, Glenda has written and provided technical assistance for hundreds of grants. 

 

She provides expertise to Superintendents, Federal Programs Directors, Business Managers/CFOs, and Principals in evidence-based leadership practices, strategic planning, financial management, and audit support for their Federal, State, and Local Programs. 

 

Glenda has served as a statewide trainer for the Texas Principal Evaluation and Support System (T-PESS), the Texas Teacher Evaluation and Support System (T-TESS), and Advancing Educational Leadership (AEL). 

 

Glenda earned her MEd in Educational Administration at Texas A&M University. She is a  

SBEC Certified Superintendent, Principal, Counselor, and Teacher. 

 

Jeff is an Audit Senior Manager at Weaver in Dallas.  Jeff is skilled in government auditing, government accounting, Generally Accepted Auditing Standards (GAAS), compliance auditing and auditing standards. 

 

Prior to joining Weaver, Jeff was a Senior Auditor at Moss Levy and Hartzheim, LLP. 

 

Mark is a CPA.  He graduated from Cal State Fullerton, College of Business and Economics with a Master of Science in Accounting.  Mark also holds a Bachelor of Science from University of California San Diego.  

 

John is a Partner, Assurance Services at Weaver and has over 20 years of experience managing and performing audits for municipalities and other government entities. He manages annual financial audits for entities with government-wide net positions in excess of $500 million; prepares audit reports for approximately nine entities. 

 

John, a certified public accountant, holds memberships with the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Public Accountants (TXCPA), as well as its Dallas chapter. He is also a member of the Government Finance Officers Association (GFOA) special review committee, the Government Finance Officers Association of Texas (GFOAT) and the Texas School Districts Annual Accounting and Auditing Conference planning committee.  

 

John earned a Master of Science from New Hampshire College and a Bachelor of Business Administration from the University of New Hampshire. 

Louis Stratton, CPA, CITP, CGMA, MBA 

Louis is the Managing Director of Strategic Partnerships at DebtBook. He is a Certified Public Accountant (CPA) who now works with innovative fintech companies to transform the lives of finance and accounting professionals. In addition to serving public sector clients in his accounting role and holding leadership positions at Blackbaud and Porte Brown, Louis has also served as an adjunct professor of Accounting, Auditing, Finance, and Management.” 

 

Louis completed their Bachelor of Science in Accounting and Psychology at Bob Jones University and earned a Master of Business Administration - MBA in Business Administration and Management at Olivet Nazarene University. 

 

Lupe Garcia, CPA 

Lupe is an Audit Partner at Whitley Penn and has over fifteen years of public accounting experience serving various governmental entities and not-for-profit organizations. Lupe has extensive experience in financial statement audits and single audits of counties, cities, colleges/universities, school districts, council of governments and other special-purpose governments.  

 

Lupe is a CPA and holds a Bachelor of Business Administration in Finance from the University of Houston. 

 

Adam Berry is a Data Analyst with the Texas State Auditor’s Office, where he has worked for over 9 years. His primary focus is on leading the SAO’s Data Solutions Group, bringing innovative data analytics techniques to governmental auditing, and building interactive dashboards to supplement audit reports and for internal decision making. Prior to becoming a Data Analyst, he worked as a Senior Auditor, leading various performance and financial audits, such as the Audit of the Schedule of Expenditures of Federal Awards, and gaining expertise in Federal Compliance audits. Adam has had additional impact at the SAO training new auditors and teaching classes in self-leadership.  

 

Adam is currently pursuing an MBA and MS in Business Analytics from The University of Texas at Dallas, as well as a Certificate in Applied Machine Learning. Prior to that, he graduated with a BBA in Finance from Stephen F. Austin State University and is a Certified Fraud Examiner. 

 

 

 

 

 

Becky Beachy is an Audit Manager with the Texas State Auditor’s Office where she has worked for over 20 years. Her primary area of focus is performance audits, including work with the criminal justice agencies, state contracts, and foster care. In addition, she has gained expertise in the Schedule of Expenditures of Federal Awards. An area of impact for Becky at the SAO is leading a group that reviews and updates audit processes for performance audits.  

 

Becky graduated from Texas State University with a business degree in Economics and is a Certified Internal Auditor and a Certified Government Audit Professional.  

 

Becky loves to crochet blankets while waiting for her 3 kids at their various activities. 

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