BOURGEOIS BENNETT - Key Persons
Job Titles:
- Manager, Accounting and Auditing Services
- Manager, Accounting and Auditing Services 504 - 831 - 4949 Brandons Bb - Cpa.Com
- Member of the Society of Louisiana CPAs
Brandon Sherman, CPA joined the firm in 2012 and has been in public accounting since 2006. He is an Audit Manager who has emphasized performing attestation engagements for closely held private companies, non-profit companies, and employee benefit plans in his career. His clients include those in the following industries: Health Care, Telecommunications, Oilfield Services, Advertising, Education, Government Municipalities, Governmental Entities, Public Assistance Housing, and Religious Affiliated Organizations. He works to ensure that his clients' management and staff are more efficient and empowered after leaving a client than before he arrived.
Brandon earned his Bachelor of Accountancy at Loyola University New Orleans, and his Masters of Accountancy at the University of New Orleans. He served as the treasurer of the Beta Alpha Psi accounting honor society at Loyola University New Orleans.
Brandon is a member of the Society of Louisiana CPAs, and served on the board of Sweet Home New Orleans for four years. He has volunteered at several other local events including the French Quarter Festival, NOLA on Tap, Habitat for Humanity, and the YLC Wednesday's at the square.
Job Titles:
- Director, Accounting and Auditing Services
- Director, Accounting and Auditing Services 504 - 831 - 4949 Carriec Bb - Cpa.Com
Carrie H. Calvin, CPA, is a Director of Accounting and Auditing Services and manages our Northshore practice. Carrie received her Bachelor of Science degree in Accounting and her Master of Business Administration with an emphasis in Accounting from Southeastern Louisiana University. Carrie is a member of the Society of Louisiana Certified Public Accountants, the American Institute of Certified Public Accountants, and the Accounting & Financial Women's Alliance. Carrie has spent majority of her career working with privately held businesses. Her industry specializations include healthcare entities, retail and maritime entities, manufacturing companies, insurance agencies and employee benefit plans. Carrie has served on the finance committee of the United Way of Southeast Louisiana as well as their audit committee. Carrie is actively involved in her community. She is a graduate of Leadership Northshore and currently serves as President of their Board of Trustees. She is the President and Founder of the Friends of Slidell Police Foundation as well as the President and Co-founder of the Steel Mimosas. Carrie is the Vice President and Co-Founder of the East St. Tammany Business Alliance and also serves on the Board of Directors of the St. Tammany Chamber of Commerce where she is a member of their finance committee. She has previously served as President of the Rotary Club of Slidell Northshore and a commissioner of the Northshore Harbor Center. Carrie is the recipient of the 2022 Pearl Williams Superior Leadership award, the 2021 Professional Women of St. Tammany's Women's Choice award and has been named as one of the Junior Achievement and City Business Empower Women mentors for the past two years. She is the recipient of the 2018 Young Athenian Award for the East St. Tammany Chamber, the 2017 Leadership Slidell Northshore Alumni of the year and has received the Citizen Service Award from the Slidell Police Department along with a certificate of appreciation from the City of Slidell for her service to the community. Carrie enjoys traveling with her two young daughters and her husband Eric, who serves as a reserve officer for the Slidell Police Department and is the Co-founder of the Men of Steel. Carrie and Eric are actively involved in their church and oversee their bible quizzing ministry.
Job Titles:
- Manager
- Manager, Pension Administration Services
- Manager, Pension Administration Services 504 - 831 - 4949 Debil Bb - Cpa.Com
- Member of the Association of Employee Benefit Planners
Debi LaJaunie is a Manager in the Pension Department with over 20 years experience and specialization is Employee Pension and Welfare Benefit Plans. With the Enrolled Retirement Plan Agent (ERPA) and Qualified Pension Administrator (QPA) certifications, she provides administration and consulting services to a broad range of client industries and professional firms.
Debi is a member of the Association of Employee Benefit Planners and American Society of Pension Professionals and Actuaries.
Job Titles:
- Board Member and Treasurer of the Louisiana Policy Institute for Children
- Member of the Accounting and Auditing Services
- Member of the Accounting and Auditing Services 504 - 831 - 4949 Drewc Bb - Cpa.Com
Drew earned his Bachelor of Accountancy and Master of Accountancy at the University of Mississippi and was active in the Beta Alpha Psi accounting honor society. In 2012 he earned the Silas M. Simmons Bronze Medal for achieving the third-highest score on the CPA exam in the state.
A member of the Society of Louisiana CPAs, Drew is also a Board Member and Treasurer of the Louisiana Policy Institute for Children. He is active in the New Orleans Young Leadership Council, and has served as a committee member of the New Orleans Chapter of the American Cancer Society.
Job Titles:
- Director in Charge of Audit
- Director, Accounting and Auditing Services
- Director, Accounting and Auditing Services 504 - 831 - 4949 Erics Bb - Cpa.Com
Eric Smith is Director in Charge of Audit and Assurance. He came to the Firm following graduation from the University of New Orleans in 1978 and was admitted to membership in 1991. He serves as the firm's Director of Accounting and Auditing.
Eric's industry specialties include oil and gas, healthcare and law firm administration and marine transportation. His consulting, audit and tax planning skills assist corporations, partnerships and individuals.
Committed to community service, Eric is a past Chairman of the United Way-Young Volunteer Leadership Development Committee and a past president of the Epilepsy Council of Southeast Louisiana-a United Way Agency. Eric is a member of the Metropolitan Area Committee Leadership Talent Bank and served as Finance Committee Chairman of the Louisiana Institute for Education in the Arts (LAIEA). He is also member of the American Institute of CPAs and is active in the Society of Louisiana CPAs.
Job Titles:
- Director, Accounting and Auditing Services
- Director, Accounting and Auditing Services 504 - 831 - 4949 Ericf Bb - Cpa.Com
Eric Fullmer is the former Managing Member. He began his career with the Firm in 1979 and was admitted to the membership in 1994.
Eric is a valuable consultant to his clients and has auditing experience in a wide range of industries: telecommunications, wholesale/retail trade, construction, not-for-profit and hospitality. He has performed extensive operational studies and internal control reviews for several clients. In addition, Eric's tax experience includes partnership, limited liability company and corporate income taxation, including multi-state corporate income tax reporting, as well as not-for- profit reporting
A graduate of Brother Martin High School and the University of New Orleans, he is a member of the Louisiana Restaurant Association, Hospitality Financial and Technology Professionals, the Society of Louisiana CPAs, and the American Institute of CPAs.
Job Titles:
- Director, Tax Services
- Director, Tax Services 504 - 831 - 4949 Jenm Bb - Cpa.Com
Jennifer C. McGinnis, CPA is a Director of Tax Compliance and Consulting Services. Her area of specialization is state taxation, tax planning and compliance and non-profit taxation. She joined the firm in 1993 and has over 25 years experience in taxation. Her clients include individuals, oil and gas entities, a variety of businesses and non-profit organizations. She also provides tax planning and compliance for complex real estate transactions. She received her Bachelor of Science from Louisiana State University.
She is the designated "Expert on Louisiana Tax Law" by the AGN International, a prestigious association of almost 200 accounting and consulting firms with nearly 400 offices worldwide. In that capacity, she provides advice and counsel relative to Louisiana tax law to those firms.
She is a member of the Society of Louisiana CPAs and a member of the American Institute of CPAs. She is also frequent presenter to various groups regarding the 2017 Tax Cuts and Jobs Act. Jennifer is a member of the New Orleans Estate Planning Council and the Krewe of Muses.
Job Titles:
- Director
- Director, Tax Services
- Director, Tax Services 504 - 831 - 4949 Jessicak Bb - Cpa.Com
- Member of the Society of Louisiana CPAs
Jessica K. Reilly, CPA is a Director in the Tax Services Department who specializes in Federal and state tax compliance, tax planning and research for family owned businesses and related individuals, trusts, and estates. She has experience with a wide range of client industries including retail, restaurants and bars, professional service industries and marine transportation. Jessica earned her Bachelor of Science in accounting from LSU.
She is a member of the National Association of Women Business Owners and frequent presenter for Junior Achievement teaching young students about financial literacy. She has also volunteered with various causes including Lowernine.org homebuilding, Second Harvest Food Bank, WYES fundraisers and others.
Active in her profession, Jessica is a devoted member of the Society of Louisiana CPAs and has held several positions on the New Orleans Chapter Board, the most recent being President for the 2017-2018 fiscal year. She has held other leadership positions on LCPA committees and is a former chapter representative for the Emerging CPA committee. She also regularly speaks to college students regarding the CPA career path and represents the firm at recruiting and networking events at universities.
Job Titles:
- Audit Director
- Director, Accounting and Auditing Services
- Director, Accounting and Auditing Services 504 - 831 - 4949 Keitht Bb - Cpa.Com
- Member of the Society of Louisiana Certified Public Accountants
Keith Tregle is an Audit Director. He provides audit services to various industries including charter and private schools, retailers, non-profit organizations, governmental entities, hospitality, oil andc gas companies and the entertainment industry.
Keith is a member of the Society of Louisiana Certified Public Accountants, the St. Dominic X Men's Club and is a Past President of the East Jefferson Business Association. He is a graduate of the University of New Orleans and holds a Bachelor of Science in Business Administration.
Job Titles:
- Director
- Director, Tax Services
- Director, Tax Services 504 - 831 - 4949 Kenf Bb - Cpa.Com
- Member of the Board of Directors of the Greater New Orleans Sports Foundation
Ken Franz, CPA, is a Director in the Tax Services Department and has over 30 years experience in taxation. As a Tax Director, Ken handles a variety of tax matters and planning for individuals and closely-held businesses.
Ken has specialized experience in the areas of law firm administration, oil and gas taxation and the restaurant industry.
Ken is a member of the Board of Directors of the Greater New Orleans Sports Foundation. He is a member of the Society of Louisiana CPAs, the American Institute of Certified Public Accountants, and the Elmwood Business Association. Ken also participates in various other community activities sponsored by the Firm.
Job Titles:
- Director, Accounting and Auditing Services
- Director, Accounting and Auditing Services 504 - 831 - 4949 Larryh Bb - Cpa.Com / Music and Entertainment
Larry Holmes, CPA joined the Firm in 1980 and became a Director in 1995. Graduating summa cum laude from the University of New Orleans, he earned a Bachelor of Science in Accounting.
Larry works with a broad spectrum of clients: not-for-profit organizations, family owned businesses, construction companies, retail industry clients and individuals in numerous professions.
A member of the Society of Louisiana CPAs, he has served on committees of its New Orleans Chapter for many years. He is also a member of the American Institute of CPAs.
Extremely active in the community, Larry served on the Boards of Directors and committees of several charitable and business organizations. He serves as the Treasurer of Global Maritime Ministries, is a member of the Boards of Directors of the Jefferson Chamber of Commerce and Cool Cooperative Program, and is a member of Rotary Club of Metairie and East Jefferson Business Association. He served for many years as the Chairman of the Finance Committee of First Baptist Church of New Orleans.
Job Titles:
- Member of the Accounting and Auditing Services
- Member of the Accounting and Auditing Services 504 - 831 - 4949 Leslieg Bb - Cpa.Com
Leslie A. George, CPA, CGMA is an Audit Member. Her specialized experience is in auditing for non-profit industries, governmental entities, law firms and museums.
Leslie began her career in a Big 4 accounting firm and joined Bourgeois Bennett in 2008. She received a Bachelor of Science in Accounting from the University of New Orleans. She was a member of the accounting honor society Beta Alpha Psi and continues to participate in their recruiting events.
She is a member of the American Institute of CPAs and the Society of Louisiana CPAs. Leslie has a COSO Internal Control Certification and specializes in internal controls. She is a graduate of the Leadership Jefferson class of 2019 and the Emerging Leaders Academy. Leslie also serves on the Louisiana Accounting and Auditing Conference Committee and the Women's Initiatives Committee for the Society of Louisiana Certified Public Accountants.
Job Titles:
- Director, Litigation and Forensic Accounting Services 504 - 831 - 4949 Lid Bb - Cpa.Com
Li Downing, CPA, CITP, CIA is a Director in Litigation and Forensic Accounting Services. Her areas of specialization include services related to complex and class action litigation, claims administration and disbursements, accounting and business consulting, financial analyses, data analysis, database management, information systems consulting, and mapping and geocoding.
She also has financial and operational internal audit, internal control review, financial audit and review and controllership experience in both public accounting and private industry.
Li received a Master of Science in Accounting from the University of New Orleans. She graduated Magna cum Laude from the Oklahoma City University with a Bachelor of Science degree in Business.
In addition to Certified Public Accountant, Certified Information Technology Professional and Certified Internal Auditor credentials, she is also accredited in Certified in Financial Forensics (CFF) and is a Sage 300 Certified Consultant.
Li is a member of the American Institute of CPAs, Society of Louisiana CPAs and Institute of Internal Auditors. She volunteers as the Programming Officer for the Institute of Internal Auditors New Orleans Chapter. She is an active member of St. Catherine of Siena Church, and she has also previously served as a Treasurer of a homeowners association.
Job Titles:
- Audit Director
- Director, Accounting and Auditing Services 504 - 831 - 4949 Lindae Bb - Cpa.Com
- Director, Tax Services
Linda Eberle is an Audit Director. She holds both a Bachelor of Business Administration, magna cum laude, and a Master of Business Administration from Loyola University. Linda's areas of focus include employee benefit plans and law firm audit and tax services.
She completed United Way's board training program and was active on the Board of Directors and Finance Committee of United Cerebral Palsy of Greater New Orleans. Linda is also a member of the Society of Louisiana Certified Public Accountants and the American Institute of CPAs.
Job Titles:
- Audit Director
- Director, Accounting and Auditing Services
- Director, Accounting and Auditing Services 504 - 831 - 4949 Paulp Bb - Cpa.Com
Paul V. Pechon, CPA is an Audit Director. He joined the firm in 2007. He has over twenty-five years of experience, including service at two large local firms in the New Orleans area. He received a Bachelor of Science in Accounting from Loyola University in 1987. Paul's area of specialization include audits of non profit organizations, hospitals, governmental entities, employee benefit plans, small business, construction companies, private and charter schools and hotels.
An active community leader, he is a graduate of the Jefferson Chamber of Commerce's Leadership Jefferson program and a Chamber member. He is Treasurer of the Association of Employee Benefit Planners and Board Member of EDUCARE. He is also a member of the American Institute of CPAs, the Society of Louisiana CPAs and its New Orleans Chapter and has served on several of the Chapter's committees. He served on the Board of Directors of Langston Hughes Charter School and is the former treasurer and board member of Harriet Tubman Charter School.
Job Titles:
- Director, Litigation Consulting and Forensic Accounting Services 504 - 831 - 4949 Philipm Bb - Cpa.Com / Commercial
Philip P. Monteleone,CPA/CFF,CMA,CFM is a Director in Litigation and Forensic Accounting Services. His practice area includes serving as a financial and accounting expert witness through the calculation of damages in economic loss claims, admiralty and commercial litigation, business interruption insurance, fraud and embezzlement claims, lost profits, shareholder disputes and a variety of other forensic accounting matters. Philip has over 20 years of experience working with clients at local and national law firms and insurance companies. His degree in Finance and completion of securities license exams enables him to also consult on business valuations, capital budgeting, investment decisions and disputes and serve as an arbitrator for FINRA. Philip also serves as Chair of the firm's Management Committee.
After graduating with honors in Finance from LSU, Philip earned a Masters in Accounting from the University of New Orleans, where he is a frequent guest speaker and Alumni Mentor. In addition to teaching professional education courses, he was an Adjunct Professor at Loyola University's College of Business. Philip is a Certified Management Accountant, Certified Financial Manager and is Certified in Financial Forensics. He served as Chair of the Society of Louisiana Certified Public Accountants Litigation Services Committee and is a member of the American Institute of Certified Public Accountants, the Institute of Management Accountants, the New Orleans Claims Association, the Lakeview Civic Improvement Association and Past President of the St. Dominic Men's Club and the former cross-country coach.
Philip is active with several local charity groups and events, and was Treasurer of the New Orleans Area Habitat for Humanity, a committee member of Boys Hope Girls Hope, and various functions in the accounting and legal community.
Job Titles:
- Tax Manager
- Manager, Tax Services
- Manager, Tax Services 504 - 831 - 4949 Rachaeld Bb - Cpa.Com
Rachael K. Dupuy, CPA is a Tax Manager whose clients include individuals, businesses, fiduciaries and not-for-profit organizations. In addition to preparing and reviewing income tax returns, she helps her clients with tax planning and accounting services. Her areas of specialization are multi-state businesses, charitable remainder trusts, and estate and gift taxes and trusts.
Rachael received her Bachelor of Science with a double major in Accounting and Information Systems and Decision Sciences (ISDS) from Louisiana State University. She is a member of the Society of Louisiana CPAs, the Accounting and Financial Women's Alliance, and Ochsner Planned Giving Committee. She is a former board member of the New Orleans Speech and Hearing Center.
She volunteers at her children's schools having served on various committees and as room mother. She is involved in both several school and community athletic programs and extracurricular activities.
Job Titles:
- Principal
- Principal - Accounting and Auditing Services Principal 504 - 831 - 4949 Steveh Bb - Cpa.Com
Stephen C. Himel , CPA, is a Principal in the firm and is focused on providing clients auditing, compliance, and consulting services related to employee benefit plans. He has over 30 years of experience in this area.
Steve began his career with the international accounting firm KPMG and then served as the Director of Human Resources for a large food manufacturer before returning to public accounting to focus on employee benefit plan services.
Steve is considered a leader in the field of employee benefits and holds an advanced certification from the AICPA related to defined contribution plan audits. He is a member of the AICPA Employee Benefit Plan Audit Quality Center. Steve holds a B.S. in accounting from the University of New Orleans and currently serves on the board of the Association of Employee Benefit Planners of New Orleans.
Job Titles:
- Director, Tax Services - Houma