Leadership Team

• Bachelor of Science degree in Accounting, Louisiana State University
• Beta Alpha Psi, Honorary Accounting Fraternity
• Former senior accountant, Arthur Andersen & Company, international CPA firm
• Former chief financial and operating officer, $100 million diversified corporation
• Lecturer on accounting, finance, tax, business and business information technology, management control systems, business valuation, fraud and forensic accounting to groups sponsored by RCA, IBM, Louisiana State University, Tulane University, A. B. Freeman School of Business, University of New Orleans and other leading companies and institutions
• Active in community service on numerous boards and committees
• Recognized with numerous awards including:
  • Role Model, Young Leadership Council of New Orleans, 1996
  • 1994 Small Business Champion, The New Orleans Regional Chamber of Commerce
  • Accountant Advocate, U.S. Small Business Administration 1995 for the state of Louisiana
  • Entrepreneur in Residence, College of Business Administration, University of New Orleans
  • “Who’s Who,” National Directory, 1994-1995
• Actively involved in providing business consulting and planning services to the Firm’s clients to maximize their profits, shareholder value and individual wealth
• Qualified as an expert witness on numerous occasions before various United States Federal District and State Courts and the American Arbitration Association in various areas of Certified Public Accountancy, Business and Management
• Member, American Institute of Certified Public Accountants
• Member, Society of Louisiana Certified Public Accountants
• Member, National Forensic Center
• Certified Fraud Examiner with Advanced Standing
• Member, The American College of Forensic Examiners
• Certified in Financial Forensics

Bill’s extensive corporate management, public accounting and consulting backgrounds uniquely qualify him to provide considerable tangible benefits to the Firm’s clients in all areas of accounting, business and management consulting.

• Bachelor of Science degree in Accounting, University of South Alabama, Magna Cum Laude
• International Business studies at the University of London, School of Economics
• Beta Alpha Psi, Honorary Accounting Fraternity
• Former senior accountant, Arthur Andersen & Company, international CPA firm
• Member, American Institute of Certified Public Accountants
• Member, Society of Louisiana Certified Public Accountant
• Member, National Association of Certified Fraud Examiners
• Former Member, Turnaround Management Association
• Former board member and treasurer, Jefferson Society for the Prevention of Cruelty to Animals
• Areas of expertise include analyzing complex financial transactions; calculating and refuting financial damages and lost profits; detecting fraud and mismanagement in fraud investigations; valuing businesses; identifying and locating non-apparent assets; analyzing factors as to corporate veil piercing and single business enterprise; evaluating insolvency and other bankruptcy issues such as preferences and plans of reorganization; financial analysis of businesses; preparing strategic business plans; evaluating investments as to risk-reward factors; evaluating internal controls; and providing services in connection with forensic and investigatory accounting and expert witness testimony
• Certified Forensic Accountant
• Certified in Financial Forensics
• Certified Fraud Examiner

J.C.’s extensive accounting and business background enables her to provide services that facilitate the maximization of profits for the firm’s clients and in the litigation arena, services that build and prove stronger cases.

• Masters degree in Business Administration, University of New Orleans
• Bachelor of Science degree in Accounting, University of New Orleans
• Member, American Institute of Certified Public Accountants
• Member, Louisiana Association of Certified Public Accountants
• Former senior accountant in the oil field services industry
• Lori’s areas of expertise include: financial accounting, fraud and forensic accounting, management consulting, analyzing complex financial transactions, calculation and refuting financial damages, loss profits and business interruption claims, business valuations, strategic business planning, evaluating investments as to risk – reward factors, evaluating internal controls, and all aspects of financial accounting, reporting and budgeting.

Lori’s extensive accounting and business background enables her to provide tangible benefits to the Firm’s clients.

• Bachelor of Science degree in Accounting, Louisiana State University
• Certified Public Accountant (Licensed in Louisiana and Georgia)
• Certified Fraud Examiner (ACFE)
• Certified Valuation Analyst (NACVA)
• Certified in Financial Forensics (AICPA)
• Member, Georgia Society of Certified Public Accountants
• Member, Association of Certified Fraud Examiners
• Member, National Association of Certified Valuation Analysts
• Areas of expertise include: quantifying economic damages and evaluating economic damages calculations; leading fraud and forensic accounting investigations, preparing business valuations, evaluating corporate veil piercing and single business enterprise criteria; evaluating insolvency and other bankruptcy issues such as preferences, and providing expert testimony in support of opinions in Federal and State Court and before the American Arbitration Association

John has over 25 years of experience as a forensic accountant leading fraud and accounting investigations, quantifying and refuting economic damages claims and preparing business valuations. He has testified multiple times in Federal and State court in several states and before the American Arbitration Association. Previously John was the Controller and Accounting Manager for a pharmaceutical distribution company in Bethesda Maryland, preparing financial statements and supporting schedules and overseeing all accounting functions.