Areas of Special Competence
Audit and financial consulting to publicly-owned private-equity backed and privately-held businesses in a broad range of industries including oil & gas service companies, oilfield equipment manufacturing and fabricating, construction, engineering and architectural service, entertainment, hotels and hotel management companies, clubs, food service operations, leasing, importing and wholesale distribution, telecommunications and technology companies and software development companies.
SEC reporting experience includes initial public registrations and secondary debt and equity filings, annual and quarterly compliance filings (Form 10-K and Form 10-Q, etc.). Additional experience includes assisting with reverse merger transactions, private placement filings for debt and equity securities and transaction services for buyers and sellers, including transaction structuring and due diligence investigations.
Associations
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- PKF North America - Member of Board of Directors
- University of Houston - CEO Organization, Bauer College Department of Accounting & Taxation Advisory Board - Founding member and past Chairman
- National Association of Corporate Directors - Houston Chapter, Board of Advisors
- Prepared 4 Life - Board of Directors
Professional Achievements
Awards
- 2007 CPA Magazine Top 100 Most Influential Practitioners
- 2004 Leading Edge Alliance Innovative Leader of the Year
Speaking Engagements
- Greater Houston Partnership:
- 2010 - Business Leadership Council - "The Best of Best Practices in Leadership" - panelist
- University of Houston:
- 2010 - Guest Speaker at Executive MBA Leadership Circle for the Bauer College
- 2006-2007 - Guest Lecturer at UH MAnet Meeting
- Leading Edge Alliance:
- 2007 - Managing Partners Conference: Firm Culture
- 2006 - International Conference, Dublin, Ireland: Marketing & Practice Growth
- PKF North America:
- 2007 - Panel Member Presentation on Firm Leadership
- 2006 - Panel Member Presentation on Firm Management
- Houston Angel Network:
- 2009 - Corporate Governance - How to Build a Strong Board of Directors
- 2006 - Financial Elements of AIM Flotations
- 2005 - Due Diligence Investigations in Private-Equity Transaction
- The Forum on Recruiting & Retention - Presented by the Advisory Board
- 2008 - The Managing Partner's Impact on Human Capital
- HR Houston:
- 2008 - HR Innovation: Impacting the Bottom Line - panelist
Articles
- - "Hurricane of a Season: Business Continuity Planning Key to Up-Time Survival" – Leading Edge Magazine – Volume 9, Issue 3
- - "Volunteer Outreach Provides Benefits to Community & PKF Texas" – Leading Edge Magazine – Volume 5, Issue 3
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Industries Served
Real Estate
Hospitality
Distribution
Oilfield Services
Designations
CPA, Certified Public Accountant
Texas, California, Louisiana
Experience
Pannell Kerr Forster of Texas, P.C., Houston, TX
President, 2004 - Present
Chief Operating Officer and Director, 1982 - 2004
Ernst & Young, Houston, TX
Audit Manager, 1977 - 1982
Education
University of Houston, Houston, TX
Bachelor of Arts - Accounting, 1977
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