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Financial Literacy Committee

The Financial Literacy Committee coordinates the Society’s Financial Literacy efforts to provide financial education opportunities for all ages. Builds liaisons within the financial literacy community and organizes community service events.

Leadership

  • Staff Liaison

    Ann Lupo

    Communications/PR Director

    Society of Louisiana CPAs - Metairie

  • Chair

    Jalen Taylor

    BDO - Baton Rouge

Members

  • Tina Alderson

    Controller

  • Suzanne Borders

    The Honor Society of Phi Kappa Phi - Baton Rouge

  • Jodi Buckner

    Lyons Specialty Co - Port Allen

  • Ricky Burke

    Partner

    Burke Taylor CPAs, PLLC - New Orleans

  • Kenneth Champagne

    Confie - Baton Rouge

  • Sherina Clavier

    Vice President of Finance

    Greater New Orleans Foundation - New Orleans

  • Mary Coco

    Assistant Director

    LSU AgCenter Botanic Gardens - Baton Rouge

  • Cloreece Davis

    Owner

    Knight CPA Services, LLC - New Orleans

  • Nicole Dugas

    Vice President

    Hancock Whitney Bank - New Orleans

  • Shawne Favre

    CFO

    Hynes Charter School Corporation - New Orleans

  • Karen Fournet

    Secretary Treasurer

    Louisiana Lottery Corporation - Baton Rouge

  • Melanie Garofalo

    Director

    Mauldin & Jenkins, LLC - Metairie

  • Kelly Helffrich

    EisnerAmper - Metairie

  • Katherine Hernandez

    Director of Finance

    Formic Technologies - Chicago

  • Frankie Jackson

    Senior Accountant

    Ericksen Krentel, L.L.P. - New Orleans

  • Kristen Kernion

    Malcolm M. Dienes, L.L.C. - Metairie

  • Gus Levy

    The Levy Company, APC, CPAs - Baton Rouge

  • Desmond Lloyd

    Senior Internal Auditor

    Lloyd Financial Group - Baton Rouge

  • Toni McCord

    Shirley 'Toni' McCord, CPA, APAC - Metairie

  • Layne McDaniel

    Managing Member

    Layne R. McDaniel, CPA, LLC - Baton Rouge

  • Cheryl Metrejean

    University of Louisiana at Lafayette - Lafayette

  • Anne Oestriecher

    Oestriecher Financial Mgmt. Services - Alexandria

  • Andrew Perret Jr.

    Accountant III

    Service Corporation International - New Orleans

  • Don Quintana

    Dir of Financial Strategy & Analysis

    Gulf Coast Bank - Metairie

  • Nicolette Releford

    Tax Expert Lead

    Intuit - Plano

  • J.R. Rozyskie

    John S. Dowling & Company, ACCPAs - Opelousas

  • Darla Saux

    Retired Executive Director

  • Jenny Schiller
  • Margaret Tauzier

    Senior Manager, Tax

    PriceWaterhouseCoopers, LLP - New Orleans

  • Trevor Thompson

    Crescent Sterling, Ltd - Metairie

  • Stephen Truxillo
  • Richard Tullier Jr.

    Wegmann Dazet, A Professional Corporation - Metairie

  • Brian Vela

    Ernst & Young, LLP - Lafayette

  • Happy Watsky

    LongueVue Capital, LLC - Metairie

  • Kearia White

    Kearia White, CPA, LLC - Broussard

  • Chip Wylie

    Bourgeois Bennett, LLC - Metairie