November 2025 Regular Minutes

STATE BOARD OF

CERTIFIED PUBLIC ACCOUNTANTS

OF LOUISIANA

601 Poydras Street, Suite 1770

New Orleans, Louisiana 70130

November 6, 2025*

The regular meeting of the State Board of Certified Public Accountants of Louisiana was called to order by Chair Mrs. Hutchinson on Thursday, November 6, 2025, in the offices of the Board at 601 Poydras Street, Suite 1770, New Orleans, Louisiana.

The purposes of the meeting were to review information and statistics concerning the Uniform CPA Examination, review information concerning reinstatement of Certificates, consider applications for certification, consider Firm Permit applications and related issues, consider executive session matters, and to transact any other business that requires the Board’s attention.

The following Members were present:

Lynn V. Hutchinson, CPA – Chair

Letti Lowe-Ardoin, CPA – Member

Michele Avery, CPA – Member

Daniel P. Brown, CPA – Member

Christie Dunn, CPA – Member

Dennis E. James, CPA – Member

Kandace M. Mauldin, CPA – Member

Also present were:

Staff: Lisa A. Benefield – Executive Director

Caren Singleton – Deputy Director

Bomani Brown – Director of Compliance

Tre’ Mouriz – Compliance Investigator

Betsy Boudreaux – Licensing Analyst

Guests: Ronald A. Gitz, II, CPA – CEO/Executive Director, LCPA

Stacey Lockwood – Director of Professional

Oversight, LCPA

David Zoller – Director of Government & Political

Affairs, LCPA

The meeting was called to order by Chair Mrs. Hutchinson at 9:00 a.m. on Thursday, November 6, 2025, upon motion by Mrs. Lowe-Ardoin, seconded by Mr. Brown and unanimously adopted.

*New Board Member Orientation was held on November 5, 2025 at 1:00 PM

CHAIR’S REPORT

Appointment of Board Members

Governor Jeff Landry appointed five new Members to the Board as follows:

Daniel P. Brown, CPA

Mr. Brown is the owner of Daniel Brown CPA in Cottonport. He was appointed September 5, 2025, to replace Desireé Honoré Thomas to an at-large position; R.S. 37:74.

Dennis E. James, CPA

Mr. James is managing director of James, Lambert, Riggs and Associates, Inc. in Hammond. He was appointed September 5, 2025, to replace Letitia A. Lowe-Ardoin to an at-large position; R.S. 37:74.

Christine R. Dunn, CPA

Ms. Dunn is a partner at Darnall, Sikes & Frederick in Lafayette. She was appointed September 12, 2025, to replace Nicholas Langley’s vacant position to represent parishes in the “other” parts of the state; R.S. 37:74 (B)(3).

Michele Avery, CPA

Ms. Avery is a partner at Carr, Riggs & Ingram, LLC in Metairie. She was appointed October 3, 2025, to replace Grady Hazel to represent parishes in the southeast portion of the state; R.S. 37:74 (B)(2).

Kandace M. Mauldin, CPA

Ms. Mauldin is Chief Financial Officer at Terrebonne Parish Consolidated Government. She was appointed October 3, 2025, to replace Michael Bergeron to represent parishes in the southeast portion of the state R.S. 37:74 (B)(2).

B. Reappointment of Board Members

Lynn V. Hutchinson, CPA

Mrs. Hutchinson serves as CFO and Secretary-Treasurer of Lincoln Builders, Inc. She was reappointed on September 12, 2025 to represent parishes in “other” parts of the state; 37:74 (B)(3).

Letti Lowe-Ardoin, CPA

Mrs. Lowe-Ardoin is an accounting instructor at Louisiana State University’s E.J. Ourso College of Business. She was reappointed September 26, 2025 to replace Suemarie Alizadeh to represent the southeast portion of the state; R.S. 37:74 (B)(2).

Office Closure

The Pan American Life Building experienced a power outage for floors 11-20 at 10:00 a.m. on Tuesday, September 16, 2025 and power remained out until Thursday, September 18, 2025. Our office was without power & internet and was closed during this time.

D. Staff Compensation

Unclassified personnel received a 5% performance adjustment effective July 15, 2025 as was determined by the Board at the July 2025 Board Meeting.

E. Reminder – One Hour of Governmental Ethics Requirement for Public Servants

All Board Members (and staff) were reminded to complete one hour of education and training on the Louisiana Code of Governmental Ethics for 2025. This is an annual requirement. The course must be completed prior to December 31, 2025.

F. Reminder – One Hour of Sexual Harassment Training Requirement for Public Servants

All Board Members (and staff) were reminded to complete a minimum of one hour of education and training on sexual harassment no later than December 31, 2025. This is an annual requirement. The course is available through the Department of Civil Service.

G. Reminder – Financial Disclosure Statements – Due Annually On or Before May 15th.

Board Members were reminded that the “Tier 2.1 Personal Financial Disclosure Statement” must be filed with the State Ethics Board by each individual Board member on or before May 15 each year.

APPROVAL OF MINUTES

The regular and executive session minutes for the July 2025 Board Meeting were previously sent to Board members for review.

By motion of Mrs. Hutchinson, seconded by Mrs. Lowe-Ardoin and unanimously adopted, the Board approved the July 2025 regular and executive session minutes as drafted.

TREASURER’S REPORT

Financial statements for the quarter and fiscal year ended July 31, 2025 were presented for the Board’s review.

By motion of Ms. Dunn, seconded by Mr. James and unanimously adopted, the Board approved the financial statements.

The Annual Financial Report (AFR) for the 2024-25 fiscal year was completed and filed online with the Office of Statewide Reporting (OSRAP) and emailed to the Legislative Auditor (LLA), as required by State policy.

Audited Financials – the Louisiana Legislative Auditor is currently conducting its audit and should be done by November 30, 2025.

Bank Signature Authorizations

First Horizon and Chase have asked for a “resolution” making changes to the authorized signers on our bank accounts.

Staff requested that the Board make a blanket resolution acknowledging inactive board members (those no longer serving) should be removed as an authorized signers on the Board’s bank accounts and active board members (including any newly appointed members) should be added as an authorized signer on all of the Board’s bank accounts.

“At its meeting of November 6, 2025, the State Board of Certified Public Accountants of Louisiana adopted the following RESOLUTION:

WHEREAS, in order to transact the State Board’s legal fiscal business, all active board members should be an authorized signer of the Board’s bank accounts; and

WHEREAS, from time to time it is necessary to remove an authorized signer of the Board’s bank accounts when that board member is no longer serving as a board member; and

WHEREAS, it is in the Board’s best interest that all Board members actively serving have authority to approve, sign, and perform financial transactions with our bank partners;

THEREFORE BE IT RESOLVED, that the State Board of Certified Public Accountants of Louisiana hereby approves that all Board members actively serving shall become an authorized signer of the Board’s bank accounts; and

BE IT FURTHER RESOLVED, that all Board members no longer serving the Board as a Board member be removed as an authorized signer of the Board’s bank accounts; and

BE IT FURTHER RESOLVED that all board members actively serving shall have authority to approve, sign, and perform financial transactions with our bank partners.”

By motion of Ms. Mauldin, seconded by Mr. Brown, the Board unanimously adopted the above resolution.

By motion of Ms. Mauldin, seconded by Mr. Brown, the Board approved the Treasurer’s report.

DEATHS AND RESIGNATIONS

A. Deaths (4: 3 Active; 1 Inactive; 0 Retired)

A moment of silence was requested in memory of the above.

B. Resignations (1: 1 Active; 0 Inactive; 0 Retired)

CERTIFICATE & INACTIVE STATUS REINSTATEMENTS

Reinstatement of Certificates / Inactive Status That Expired March 2025

(Same Year Reinstatements)

The Executive Director informed the Board the following CPAs and CPA Inactive or Retired Registrants with expirations on March 1, 2025, reinstated their CPA Certificates or CPA Inactive or Retired Status registrations since the last board meeting. (3 Total: 3 Active; 0 Inactive Status)

B. Certificates / Inactive / Retired Status That Expired March 1, 2025 and have NOT

Renewed for 2025

A list of CPAs, CPA Inactive and Retired Registrants with expirations on March 1, 2025 who have not renewed for 2025 was provided for the Board’s review.

CPA EXAMINATION

CBT Results Compared – Previous Windows and National Rates

Performance – All candidates – By section.

The reports were attached for the Board’s review.

Candidates Passing Examination Sections (44)

The following candidates passed the Uniform CPA Examination. CPA Examination Services (CPAES) sent a final grade letter (“passing” letter) to these candidates notifying them they completed the examination and are eligible to apply for a license if they have met the experience and education requirements.

C. Request for Exception to the Reference Requirement for CPA Candidate

Ms. Elle Craft submitted a request to the Board for an exception to the reference requirement for the Louisiana CPA exam application, specifically the policy that a reference must be a Louisiana resident who has known the candidate for a period of at least 12 months. She is a recent college graduate who just moved to Louisiana and, while she now meets the 120-day residency requirement, she does not know any Louisiana residents for 12 or more months.

She requested an exception to the reference requirement for the Louisiana CPA exam application.

LA. R.S. 37:73 (7) Definition of “Good moral character”: and LA. R.S. 37:75 (A) Good moral character requirement for a CPA certificate are included in addition to her request and documentation for the Board’s review.

Upon motion by Ms. Avery, seconded by Mr. James the Board approved an exception to the reference requirement of having known the person for 12 months or more.

The Board was asked if they would consider removing the restriction altogether.

Upon motion by Ms. Lowe-Ardoin, seconded by Ms. Dunn, the Board approved removing the requirement for a first time applicant to provide three-character references to sit for the CPA Exam.

Request for Approval of License Application – (Deferred to Executive Session pursuant

to Open Meetings Law, La. R.S. 42:17)

E. Request for Approval to Apply to Sit for the CPA Exam – (Deferred to Executive Session

Pursuant to Open Meetings Law, La. R.S. 42:17)

VII. APPROVAL OF CERTIFICATES (Issued / Reissued)

A. Ratification of Original Actives Issued by the Executive Director

The following individuals passed the Uniform CPA Examination and submitted applications for CPA

Certificates. The Executive Director evaluated the applications and the applicants’ experience and issued

CPA Certificates, subject to ratification by the Board.

Current CPA Applicants (Passed Exam After June 1999) (41)

Reissuance of Certificates as Active (Licensed) (1)

(Previous CPA Examination – Passed Exam Before June 1999)

Upon motion by Ms. Dunn, seconded by Mrs. Lowe-Ardoin and unanimously adopted, the Board ratified the issuance of the following CPA Certificates. (Items A. 1 & 2)

B. Reinstatements of Prior Active Certificates (Licenses) (2)

Prior Year Reinstatement

The following CPAs were initially licensed, later elected not to renew their licenses, and recently

submitted applications to reinstate to active status. The Executive Director evaluated the applications and

the applicants’ experience and continuing education as applicable and re-issued CPA Certificates to

Practice (License Reinstatements), subject to ratification by the Board.

Upon motion by Mr. Brown, seconded by Mr. James and unanimously adopted, the Board

ratified the re-issuance of the following CPA Certificates (License Reinstatements) (Item B):

C. Reinstatements of Prior Active Certificates (Licenses) to Inactive

Prior Year Reinstatement (0)

There have been none since the last Board Meeting.

D. Reinstatements of Prior Inactive (Certificates) (0)

Prior Year Reinstatement

There have been none since the last Board Meeting.

E. Approval of Reciprocal Certificates Issued (7)

The following individuals submitted applications for Louisiana Reciprocal Certificates. The Executive Director evaluated the applications and approved the Reciprocal Certificates, subject to ratification by the Board.

Upon motion by Mrs. Lowe-Ardoin, seconded by Mrs. Mauldin and unanimously adopted, the Board ratified the issuance of the following Reciprocal Certificates:

F. Approval by the Executive Director of Transfer of Grades for Original

Louisiana Certificates (2)

The following individuals submitted Transfer of Grades applications for Louisiana Certificate. The Executive Director evaluated the application and the applicants experience and issued a CPA Certificate, subject to ratification by the Board.

Upon motion by Mr. James, seconded by Mrs. Lowe-Ardoin and unanimously adopted, the Board ratified the issuance of the following Transfer of Grades Certificate:

G. Request for NASBA Experience Verification for Transfer of Grades Application

Mr. Alejandro Gonzalez has applied for a Transfer of Grades certificate and, due to his place of employment not having an Actively licensed CPA on staff, he utilized the NASBA Experience Verification Service.

His application and documentation were provided for the Board’s review.

Upon motion by Ms. Dunn, seconded by Mr. Brown and unanimously adopted, the Board approved the experience verification provided by NASBA Experience Verification for Mr. Gonzalez.

H. Request for Approval of Community College Credits to Meet 150 Hour Requirement

Ms. Lauren Warren submitted a request to the Board for approval of community college credits taken at South Louisiana Community College. She requested the Board’s acceptance of the 9 semester hours taken at South Louisiana Community College after the completion of her Bachelor’s degree.

Her request and documentation were provided for the Board’s review.

Upon motion by Mrs. Lowe-Ardoin, seconded by Mr. Brown the Board approved acceptance of the 9 semester hours from at South Louisiana Community College, as requested by Ms. Warren for completion of the 150-semester hour requirement. Ms. Dunn recused herself from the vote.

CPA FIRM PERMITS AND FIRM RELATED ISSUES

Reinstatements of CPA Firm Permits that Expired March 1, 2025 (0)

(Same Year Reinstatements)

There have been none since the last Board Meeting.

CPA Firms that have not renewed for 2025

A list of CPA Firms that have not renewed for 2025 were provided listed for the Board’s review.

New CPA Firm Permit Applications (11)

The following Firms submitted applications for CPA Firm Permits. The Executive Director reviewed the applications and determined that the Firms satisfied all requirements. The Executive Director issued the Firm Permits, subject to Board ratification.

Upon motion by Ms. Mauldin, seconded by Mrs. Lowe-Ardoin and unanimously adopted, the Board ratified the issuance of the following CPA Firm Permits:

** Name approved ay July 2025 Board meeting

Reinstatement of Firm Permits Expired In Prior Years (1)

Upon motion by Mr. James , seconded by Mrs. Lowe-Ardoin and unanimously adopted, the Board ratified the reinstatement of the following firm permit:

CPA Firms – Change in Name or Legal Entity (3)

*Name approved at July 2025 Board meeting

CPA Firms Retired or Canceled (1)

PEER REVIEW ITEMS

Peer Review Oversight Committee (PROC) Reports

Individual reports submitted by PROC Members were provided for the Board’s review.

2. Peer Review Results – Prior Years vs Current Year to Date

(Accumulated from Louisiana Society Peer Review program)

Report on Selected Staff Activity Stemming from Peer Reviews

RECURRING MATTERS AND DEFERRED ITEMS

Society of Louisiana CPAs (LCPA)

Ronald Gitz, LCPA CEO/Executive Director, reported on items of interest to the profession.

CPE ITEMS

A. Audit of 2024 CPE Reported

CPE Coordinator, Jean Palmer, is in the process of conducting an audit of CPE Reporting for the 2024 reporting period.  A total of 68 CPAs were selected for audit. Supporting documentation has been submitted by 67 licensees.

Thus far, 11 of 68 audit files have been reviewed by Ms. Palmer.

The tentative breakdown of the audit results is as follows:

11 – 16.18% Pass – No deficiencies or problems found

57 – 83.82% In-progress

68

Special Audit of 278 CPAs with a 2024 CPE Reporting Deficiency

81 (29%) Resolved – Documentation submitted, hours completed by 30-day grace period, or

approved for Retired status 170 (61%) Referred to IO –Consent Order (158 returned signed; 12 pending) 2 – (<1%) Audit Pool – Selected for 2024 CPE audit review 25 ( 9%) Inactive – Moved to Inactive status 278 Total

Changed to Inactive Status 2024 CPE non-compliance (25)

The following CPAs, included in the special audit, were switched to Inactive for 2024 CPE non-compliance.

Returned to Active Status for 2025

The following CPAs had been switched to Inactive Status then submitted documentation showing valid evidence of completion for the required 2024 CPE and were returned to Active Status.

Proposed Board Policy: CPE Extension to Complete Required CPE

For the past several CPE reporting periods the Board has adopted a standard policy for CPE extension requests, whereby the licensees would sign a Consent Order and pay a fine for an extension to complete their CPE requirements and continue to maintain their license in good standing. The Consent Orders were standardized relative to the length of extension requested, and the Investigating Officer had authority to grant waivers of fines for extenuating circumstances.

Upon motion by Ms. Mauldin, seconded by Mr. James the Board approved the CPE extension policy with a revision limiting each CPA to a single 30-day extension over the course of their career. If an individual requests a second 30-day extension, it would default to 90-day extension with a fine and consent order.

Board Chair, Mrs. Hutchinson, appointed Mr. Bomani Brown as the Investigating Officer assigned to the cases.

Professional Ethics Requirement for 2026

The following Sponsors have submitted for the 2026 Reporting Year Ethics.

Beacon Hill

Becker

Checkpoint Learning by CeriFi, LLC

CPA Self Study (Surgent McCoy CPE, LLC)

CPE Think

Kaplan

LCPA

MasterCPE (Surgent McCoy CPE, LLC)

My CPE

WebCE

Learn CPE

Illumeo

Committee members (Mrs. Hutchinson, Mrs. Lowe-Ardoin and Ms. Dunn) have been provided information via SmartSheet for review. Staff will communicate any recommended changes to the vendors and the target date to have final courses approved and available for Louisiana CPAs is January 1, 2026.

Request for Approval of CPE for Published Material

Under Board Rule 1309(D), credit for writing published articles and books requires the Board’s approval of hours in order to be claimed as CPE. The maximum credit allowed for preparation of articles and books cannot exceed 10 hours of CPE earned in a calendar year. Credit, if any, will only be allowed after the article or book is published.

Mia Catalanotto Celino, CPA (License No. 28863) submitted a request for approval of CPE credit for publication of a book:

Five-Point Alignment Method

The PDF version of the book was provided to the Board via Smartsheet and is included for the Board’s review.

This vote was deferred until after lunch and research on a similar previous request.

Upon motion by Ms. Avery, seconded by Ms. Dunn the Board approved 8 hours of Personal Development CPE for Mia Catalanotto Celino’s Book, “Five Point Alignment Method”.

H. Request for Approval of CPE for Certification Exams

Benjamin A. Broughton (License No. 28551) has submitted a request for approval of CPE for completion of Financial Planning & Analysis (CFPA) exam sponsored by Wharton & Wall Street Prep.

Mr. Broughton’s request was provided for the Board’s review.

This item was deferred to the January Boad Meeting, pending additional information requested by the Board. If disallowed in January 2026, Mr. Broughton would be provided additional time to complete his 2025 CPE.

NEW MATTERS

ADA Web Accessibility Compliance

In February 2025, Board Staff was notified by Rikki David, State ADA Coordinator, of the U.S. Department of Justice’s final rule amending ADA Title II regulations to establish web and mobile accessibility standards for all state and local government agencies. The compliance deadline is April 24, 2026.

Staff has been meeting quarterly milestones, completing accessibility training, and evaluating our web properties. We submitted our action plan by the September 30 deadline and are actively implementing it. We have consulted with Design the Planet, Deque, Ansrsource, and USAbleNet, thus far.

Staff will continue researching options and provide an update at the January 2026 Board Meeting.

Rules and Statutes Committee Selection

A Rules and Statutes Committee will be assigned to review the Louisiana Administrative Code (Board Rules) and Statutes and identify and discuss any necessary updates or revisions.

The following Board Members were appointed as members of the 2026 Rules and Statutes Committee:

Mrs. Hutchinson, Mrs. Lowe-Ardoin, and Ms. Mauldin.

NASBA Releases CPA Mobile App for Future CPAs

The National Association of State Boards of Accountancy (NASBA) announced on September 8, 2025 the launch of its new NASBA CPA mobile app, designed to give CPA Exam candidates a convenient mobile-friendly way to prepare for, apply to and stay informed about the Uniform CPA Examination.

A copy of the press release was provided for the Board’s review.

NASBA’s Nominating Committee

Mrs. Lynn V. Hutchinson has been selected as a member of NASBA’s nominating committee, which is a two-year term.

Executive Directors Committee

Ms. Benefield has been reappointed as a member of the 2025-26 NASBA’s Executive Directors’ Committee. The committee’s charge is to support Executive Directors in their roles with Boards of Accountancy.

The communication was attached for the Board’s review.

F. NASBA Relaunches CPAMobility.org

The National Association of State Boards of Accountancy (NASBA) has relaunched CPAMobility.org, a modernized, online resource that helps Certified Public Accountants determine where and how they can practice across state lines.

A copy of the press release was provided for the Board’s review.

G. NASBA, AICPA Release Exposure Draft of Proposed Revisions to CPE Standards

The National Association of State Boards of Accountancy (NASBA) and the American Institute of CPAs (AICPA) released for public comment an exposure draft of proposed changes to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards). Public comment is open until December 16, 2025.

The exposure draft was provided to the Board via Smartsheet and a copy of the press release was provided for the Board’s review.

H. Delegation of Purchasing Authority

Ms. Benefield was notified on September 19, 2025 by the Office of State Procurement that pursuant to the release of Executive Order JML 25-104, Small Purchase Procedures, the maximum threshold of purchasing delegation for this Board has been raised to $30,000.00. This was effective as of September 19, 2025.

A copy of the letter was provided for the Board’s review.

I. Retiring Members – Resolutions

The Board was asked to consider the following resolutions expressing recognition and gratitude to each of the former Board Members:

Desireé Honoré Thomas, CPA

The Board was asked to consider the following resolution expressing gratitude to resigned Board Member Desireé Honoré Thomas, CPA for her years of service to the Board:

“At its meeting of November 6, 2025, the State Board of Certified Public Accountants of Louisiana adopted the following RESOLUTION:

WHEREAS, our esteemed member, Desireé Honoré Thomas, CPA has contributed to the guidance and destiny of the profession of public accounting by giving over twenty years of devoted service to membership on the State Board of Certified Public Accountants of Louisiana; and

WHEREAS, she has consistently demonstrated her integrity and resourcefulness in the acceptance and performance of her various responsibilities and duties as a member of this Board; and

WHEREAS, the current members of the Board realize how much she and her sound judgment will be missed;

THEREFORE BE IT RESOLVED, that the State Board of Certified Public Accountants of Louisiana does hereby express to, Desireé Honoré Thomas, CPA its profound gratitude for a job very well done; and

BE IT FURTHER RESOLVED that a copy of this resolution be presented to her in testimony thereof.”

Upon motion by Mrs. Lowe-Ardoin, seconded by Mr. Brown, by a vote of 6 to 0 the Board approved the above Resolution for retired Board Member Desireé Honoré Thomas, CPA.

Ms. Dunn stepped out and did not vote.

Michael D. Bergeron, CPA

The Board was asked to consider the following resolution expressing gratitude to resigned Board Member Michael D. Bergeron, CPA for his years of service to the Board:

“At its meeting of November 6, 2025, the State Board of Certified Public Accountants of Louisiana adopted the following RESOLUTION:

WHEREAS, our esteemed member, Michael D. Bergeron, CPA has contributed to the guidance and destiny of the profession of public accounting by giving over seventeen years of devoted service to membership on the State Board of Certified Public Accountants of Louisiana; and

WHEREAS, he has consistently demonstrated his integrity and resourcefulness in the acceptance and performance of his various responsibilities and duties as a member of this Board; and

WHEREAS, the current members of the Board realize how much he and his sound judgment will be missed;

THEREFORE BE IT RESOLVED, that the State Board of Certified Public Accountants of Louisiana does hereby express to, Michael D. Bergeron, CPA its profound gratitude for a job very well done; and

BE IT FURTHER RESOLVED that a copy of this resolution be presented to him in testimony thereof.”

Upon motion by Mrs. Lowe-Ardoin, seconded by Mr. James, by a vote of 6 to 0 the Board approved the above Resolution for retired Board Member Michael D. Bergeron, CPA.

Ms. Dunn stepped out and did not vote.

Grady R. Hazel, CPA

The Board was asked to consider the following resolution expressing gratitude to resigned Board Member Grady R. Hazel, CPA for his years of service to the Board:

“At its meeting of November 6, 2025, the State Board of Certified Public Accountants of Louisiana adopted the following RESOLUTION:

WHEREAS, our esteemed member, Grady R. Hazel, CPA has contributed to the guidance and destiny of the profession of public accounting by giving over nine years of devoted service to membership on the State Board of Certified Public Accountants of Louisiana; and

WHEREAS, he has consistently demonstrated his integrity and resourcefulness in the acceptance and performance of his various responsibilities and duties as a member of this Board; and

WHEREAS, the current members of the Board realize how much he and his sound judgment will be missed;

THEREFORE BE IT RESOLVED, that the State Board of Certified Public Accountants of Louisiana does hereby express to, Grady R. Hazel, CPA its profound gratitude for a job very well done; and

BE IT FURTHER RESOLVED that a copy of this resolution be presented to him in testimony thereof.”

Upon motion by Mr. Brown, seconded by Ms. Mauldin, by a vote of 6 to 0 the Board approved the above Resolution for retired Board Member Grady R. Hazel, CPA.

Ms. Dunn stepped out and did not vote.

Suemarie S. Alizadeh, CPA

The Board was asked to consider the following resolution expressing gratitude to resigned Board Member Suemarie S. Alizadeh, CPA for her years of service to the Board:

“At its meeting of November 6, 2025, the State Board of Certified Public Accountants of Louisiana adopted the following RESOLUTION:

WHEREAS, our esteemed member, Suemarie S. Alizadeh, CPA has contributed to the guidance and destiny of the profession of public accounting by giving over nine years of devoted service to membership on the State Board of Certified Public Accountants of Louisiana; and

WHEREAS, she has consistently demonstrated her integrity and resourcefulness in the acceptance and performance of her various responsibilities and duties as a member of this Board; and

WHEREAS, the current members of the Board realize how much she and her sound judgment will be missed;

THEREFORE BE IT RESOLVED, that the State Board of Certified Public Accountants of Louisiana does hereby express to, Suemarie S. Alizadeh, CPA its profound gratitude for a job very well done; and

BE IT FURTHER RESOLVED that a copy of this resolution be presented to her in testimony thereof.”

Upon motion by Mrs. Lowe-Ardoin, seconded by Ms. Mauldin, by a vote of 6 to 0 the Board approved the above Resolution for retired Board Member Suemarie S. Alizadeh, CPA.

Ms. Dunn stepped out and did not vote.

The Resolutions are to be suitably formatted, printed on special Board Resolution letterhead, and signed by the current Board members for presentation to the former members.

A commemorative plaque, worded as is customary, was obtained for presentation to each of the five former Board members (to include Nicholas Langley who retired from the Board in October 2024) at a dinner on November 6, 2025.

J. Election of Officers and Appointment of Investigating Officers

Election of Officers

Chair Mrs. Hutchinson announced an election of Board Officers was in order. The Board Secretary had been Mrs. Alizadeh and the Treasurer Mrs. Honoré Thomas, but both positions were vacant due to the reappointment of the Board.

Upon motion by Mrs. Hutchinson and seconded by Mr. Brown, the Board elected Mrs. Lowe-Ardoin to serve as Board Secretary effective November 6, 2025.

Upon motion by Mrs. Hutchinson and seconded by Mrs. Lowe-Ardoin, the Board elected Ms. Avery to serve as the Board’s Treasurer effective November 6, 2025.

Board Officers for the year November 6, 2025 – July 31, 2026:

2. Appointment of Investigating Officers

Chair Mrs. Hutchinson appointed the following Board Members to serve as 2025-2026 Investigating Officers to replace outgoing Board Members.

Investigating Officer: Ms. Avery

Investigating Officer: Ms. Dunn*

Investigating Officer: Mr. Brown

Investigating Officer: Mr. James

Investigating Officer: Ms. Mauldin*

*Ms. Dunn and Ms. Mauldin will be the current year’s Investigating Officers and assigned to new cases.

INFORMATION ITEMS AND ANNOUNCEMENTS

A. 2026 Renewals

The following renewal notices were emailed on November 6th :

7,175 Active Certificate Holders (licenses)

2,110 Inactive Status Registrants (unlicensed)

424 Retired Status Registrants

1,734 Firm Permits

11,443 TOTAL

B. State Board of CPAs of Louisiana Newsletters

Our Spring edition newsletter was emailed to all Active, Inactive and Retired CPAs on May 27, 2025 and our Fall edition was emailed on October 16, 2025, which included some renewal information.

C. CPA, CPA Inactive, CPA Retired, and CPA Firm Registrants as of October 23, 2025.

REPORTS ON CONFERENCES / MEETINGS

PSHRA LA Chapter 1st Quarterly Meeting

August 14, 2025

Baton Rouge, LA

Ms. Singleton attended.

PSHRA (Public Sector HR Association) Annual Conference

September 29-October 1, 2025

Cleveland, OH

Ms. Singleton attended.

LASERS Agency Open Forum

October 14, 2025

Ms. Singleton and Ms. Bunley attended virtually.

Louisiana Attorney General – Good Government Program

October 14, 2025

Baton Rouge, LA

Mr. Mouriz attended.

New Orleans Civil District Court – Conducting a Chain of Title

October 15, 2025

New Orleans, LA

Ms. Benefield and Ms. Singleton attended.

NASBA’s 118th Annual Meeting

October 26-29, 2025

Chicago, IL

Mrs. Hutchinson, Ms. Dunn, Mr. Brown, Mr. James and Ms. Benefield attended in person.

Ms. Singleton and Ms. Boudreaux attended virtually.

FUTURE MEETING / CONFERENCE DATES

PSHRA LA Chapter 2nd Quarterly Meeting

November 13, 2025

Baton Rouge, LA

Ms. Singleton plans to attend.

Louisiana Chapter of NIGP 2025 Educational Conference and Exposition

December 2-5, 2025

Lake Charles, LA

Ms. Singleton plans to attend.

Louisiana Secretary of State’s Office Records Management Training

December 10, 2025

Baton Rouge, LA

Ms. Benefield, Ms. Singleton, Ms. Boudreaux and Mr. Mouriz plan to attend.

NASBA 31st Annual Conference for Board of Accountancy Legal Counsel

March 24-26, 2026 (Tentative)

Austin, TX

Mr. Brown and Mr. Mouriz plan to attend.

NASBA 44th Annual Conference for Executive Directors and Board Staff

March 24-26, 2026 (Tentative)

Austin, TX

Ms. Benefield & Ms. Singleton plan to attend.

NASBA Western Regional Meeting 2026 (Includes Louisiana)

June 23-25, 2026 (Tentative)

Park City, UT

NASBA Eastern Regional Meeting 2026

June 9-11, 2026

Rio Grande, PR

NASBA’s Annual Meeting

October 25-28, 2026

Litchfield Park, AZ

UPCOMING BOARD OFFICE HOLIDAYS

November 11, 2025 Veterans Day

November 27, 2025 Thanksgiving Day

December 25, 2025 Christmas Day*

January 1, 2026 New Year’s Day*

*Note: The sitting Governor has at times declared additional holidays for Christmas and New Year’s. No information has yet been received to indicate whether these additional holidays will be declared this year.

NEXT BOARD MEETINGS

Future Board Meetings

Monday, January 12, 2026 and Tuesday January 13, 2026 had been previously reserved for the January meeting, but the dates were changed to Thursday January 8, 2026 and Friday January 9, 2026, to better meet the availability of the newly appointed Board Members. If an administrative hearing is necessary, a date will be determined.

April 2026 Board Meeting

Thursday April 23, 2026 and Friday April 24, 2026 were reserved for the April meeting. If an administrative hearing is necessary, a date will be determined.

July 2026 Board Meeting

Thursday July 30, 2026 and Friday July 31, 2026 were reserved for the July meeting. If an administrative hearing is necessary, a date will be determined.

EXECUTIVE SESSION MATTERS

In order to conduct an administrative hearing, report on the status of compliance with Board Decisions and Consent Orders and status of investigations, and to address other executive session matters, an executive session was convened and called to order by Chair Mrs. Hutchinson on November 6, 2025 upon motion(s) made, as follows:

Upon motion by Mrs. Lowe-Ardoin, seconded by Mr. James, the Board went into executive session on November 6, 2025 at 3:29 p.m.

Upon motion by Mrs. Lowe-Ardoin, seconded by Ms. Dunn, the executive session adjourned at 4:16 p.m.

DISPOSITION OF MATTERS DISCUSSED IN EXECUTIVE SESSION

The Board considered the matters reported on and discussed in Executive Session, and considered motions and voted on those matters where applicable.

A. Consideration of Consent Orders – Multiple Files were Presented

(Investigating Officer Mr. B. Brown)

2025-46 2025-47 2025-48

2025-49 2025-50 2025-51

2025-52 2025-53 2025-55

2025-56 2025-57 2025-58

2025-59 2025-60 2025-61

2025-62 2025-63 2025-64

2025-65 2025-66 2025-67

2025-68 2025-69 2025-70

2025-71 2025-72 2025-73

2025-74 2025-75 2025-76

2025-78 2025-79 2025-80

2025-81 2025-82 2025-83

2025-84 2025-85 2025-87

2025-88 2025-89 2025-90

2025-91 2025-92 2025-93

2025-94 2025-95 2025-96

2025-97 2025-98 2025-99

2025-100 2025-101 2025-102

2025-103 2025-104 2025-105

2025-106 2025-107 2025-108

2025-109 2025-110 2025-111

2025-112 2025-113 2025-114

2025-115 2025-116 2025-117

2025-118 2025-119 2025-120

2025-121 2025-122 2025-123

2025-124 2025-125 2025-126

2025-128 2025-129 2025-130

2025-131 2025-132 2025-133

2025-134 2025-135 2025-136

2025-137 2025-138 2025-139

2025-140 2025-141 2025-142

2025-143 2025-144 2025-145

2025-147 2025-148 2025-149

2025-150 2025-151 2025-152

2025-154 2025-155 2025-156

2025-157 2025-158 2025-159

2025-160 2025-161 2025-162

2025-163 2025-165 2025-166

2025-167 2025-168 2025-169

2025-171 2025-172 2025-173

2025-174 2025-176 2025-178

2025-179 2025-180 2025-183

2025-184 2025-185 2025-186

2025-188 2025-189 2025-191

2025-192 2025-193 2025-197

2025-198 2025-199 2025-200

2025-201 2025-202 2025-203

2025-204 2025-205 2025-208

2025-209 2025-210 2025-211

2025-212 2025-213 2025-214

2025-217 2025-218 2025-219

2025-220 2025-221 2025-222

2025-227 2025-235

Upon motion by Mr. Dunn, seconded by Mr. James, the Board, by a vote of 6-0 approved the Consent Orders in this matter.

B. Files Recommended to be Closed with No Cause for Further Action

File No. 2021-42 File No. 2022-3 File No. 2023-41

File No. 2024-7 File No. 2025-14

Upon motion by Mrs. Mauldin, seconded by Mrs. Lowe-Ardoin, the Board found no cause for further action and officially closed the above files.

C. Files Recommended Closed with No Cause for Action

File No. 2025-54 File No 2025-77 File No. 2025-153

File No. 2025-159 File No. 2025-164 File No. 2025-170

File No. 2025-175 File No. 2025-187 File No. 2025-195

File No. 2025-215

Upon motion by Mrs. Lowe-Ardoin, seconded by Mr. D. Brown, the Board found no cause for action and closed the above files.

D. Application to Become Licensed

Upon Motion by Mr. D. Brown, seconded by Mr. James, the Board, by a vote of 6-0 approved the application for Mr. Lyon to become a CPA pending confirmation that there are no outstanding matters in Louisiana.

E. Application to Become Licensed

The Board determined that Ms. Hall’s matter did not meet the criteria requiring Board action; therefore, no vote was necessary.

F. The Board accepted the reports made by each respective Investigating Officer on the status of their

investigative files and other reports on status of matters provided by Board staff.

Upon motion by Mrs. Lowe-Ardoin, seconded by Mr. James the Board accepted the above-described reports.

ADJOURNMENT

Thursday, November 6, 2025:

There being no further business to discuss, upon motion by Mrs. Lowe-Ardoin, seconded by Ms. Dunn and unanimously adopted, the meeting adjourned at 4:23 p.m. on November 6, 2025.

NameCertificate No.Year IssuedStatus
Scott Jude Comeaux178811986Active
Kevin Charles Cox262782009Active
Larry Gene Johnson95921974Active
Christopher Louis Hufft228282000Inactive
NameCertificate No.Year IssuedStatus
Gary Russell Nelson2943905/04/2022Active
NameCredential NumberCertification Status
Roxenne Yi Jacob27410Active
Patrick William Suffern16048Active
Sandra Greene Whitehead21973Active
NameName
Tonya AlamondSarah Bonura
Madeleine Claire BoudreauxLaura Madeline Businelle
Piush ChoudharyEthan Dartez
Christopher DavisAbigail Federroll
Adam FranceAnna Gautreaux
Nicholas GoschaNatalie Gunter
Lauren HamptonWilliam Healy
Grant Connor HickingbottomLuan Hoang
Luke Renard JamesJacob Kerr
Tobie LandryZachary LeBeouf
Arthur Abraham Lemann VJason Lyon
Gabrielle Elizabeth McDonaldGeorge Henry Mercer
Benjamin MollereAnna Montanio
Megan Elizabeth NaquinKen Nguyen
Sean Quoc-Vuong NguyenRachel Orr
Reagan OsborneKale Wayne Parks
Maggie PeltierChristian Richard
Jamie SchexnaydreEmily Simons
Lawren ThompsonThi Tran
Thinh Duc TrangAbigail Wertz
Emma WestbrookCorinne Zemmer
Joe ZhengZijian Zhou
NameCertificate NumberLicense Issue DateCity, State
Cody Arnaud3002407/30/2025Austin, TX
Ashton Alan Kennedy3002507/30/2025Walker, LA
Lakin Elizabeth Hawkins3002607/30/2025Mandeville, LA
Christopher Davis3002708/07/2025Metairie, LA
Madeleine Claire Boudreaux3002808/07/2025Baton Rouge, LA
Abigail Federroll3002908/07/2025New Orleans, LA
Zijian Zhou3003008/07/2025Denham Springs, LA
Kaitlyn Bowlin Turnbull3003108/07/2025Waco, TX
Jerri Anne Callahan3003208/07/2025Gretna, LA
Kale Wayne Parks3003308/07/2025Oakdale, LA
Emma Westbrook3003408/07/2025New Orleans, LA
Megan Elizabeth Naquin3003508/07/2025Denham Springs, LA
Adam France3003608/07/2025Lafayette, LA
Sarah Bonura3003708/07/2025Ponchatoula, LA
Mengviseth Prak Khuon3003808/07/2025Terrytown, LA
Jamie Schexnaydre3003908/08/2025Bentonville, AR
Arthur Abraham Lemann V3004008/08/2025New Orleans, LA
Lauren Hampton3004108/08/2025West Monroe, LA
Sean Quoc-Vuong Nguyen3004208/08/2025New Orleans, LA
Ethan Dartez3004508/11/2025New Orleans, LA
Cody Ryan Moore3004708/18/2025Dallas, TX
Megan Weinmann3004808/19/2025New Orleans, LA
Grant Connor Hickingbottom3004908/19/2025Denham Springs, LA
Connor Haynes3005008/21/2025Kenner, LA
Thinh Duc Trang3005108/22/2025Marrero, LA
Amelie Zimmer Bond3005209/02/2025Metairie, LA
Shelby Hughes3005309/05/2025Marksville, LA
Kimberly Taylor3005409/15/2025Covington, LA
Laura Madeline Businelle3005509/18/2025New Iberia, LA
Piush Choudhary3005809/22/2025Worcester, MA
Haley Rietschel3006010/08/2025Covington, LA
Grant Edgar Cretin3006210/13/2025Baton Rouge, LA
Luke Renard James3006410/16/2025Baton Rouge, LA
William Michael Chemell3006510/22/2025Metairie, LA
Christian Renee Richard3006610/22/2025Lafayette, LA
Natalie Selene Gunter3006710/22/2025Ponchatoula, LA
Luan Hoang3006810/22/2025Baton Rouge, LA
Gabrielle Elizabeth McDonald3006910/22/2025Marrero, LA
George Henry Mercer3007010/22/2025Baton Rouge, LA
Janson C. Matte3007110/22/2025Scott, LA
Rachel Orr3007210/22/2025Calhoun, LA
NameCertificate No.Re-issue to Active Date
Mark Randall Robinson2240007/30/2025
NameCertificate No.Active Certification Reinstatement Date
Charlotte Katherine Wright2425308/07/2025
Amy W. Stricker2525209/24/2025
NameCertificate No.Issue DateOriginal State
Christine Hurtado3004308/08/2025TX
Matthew Lash3004408/08/2025AL
Ashley Blair Hamilton3004608/18/2025OK
Harland J. Hebert3005609/22/2025TX
Courtney Nicole Hebert3005709/22/2025TX
Aileen Yanlai Jiang3005910/01/2025CT
Albert Lee Butler3006310/16/2025GA
NameCertificate No.Issue DateCity, State
Merideth Wethern3006110/08/2025New Orleans, LA
Grace-Anne Jones3007310/23/2025Baton Rouge, LA
Firm NameFirm LocationFirm Permit No.Issue Date
Rick Robert CPA LLCLA580608/07/2025
FOCAL Advisory, LLC **LA580708/07/2025
Briley Consulting Group LLCLA580808/07/2025
Tiffany E Ashley CPA LLCLA580908/22/2025
Ashley Hamilton CPA, LLCLA581009/03/2025
Sweet CPAs LLCLA581109/22/2025
Achilles D Williams CPA LLCLA581209/22/2025
PM Tax LLCLA581309/22/2025
Katy McClure, CPA, LLCLA581410/01/2025
Trevor P Bellard, CPA, CVALA581510/01/2025
DRB CPA, LLCLA581610/23/2025
Firm NameFirm LocationFirm Permit No.Issue Date
George E. McGovern III, CPAShreveport283510/09/2025
Firm NameFirm Permit No.Previous Firm NameIssue Date
IKTP, LLC *5651Mary Young, CPA, LLC07/28/2025
Parish CPAs + Business Advisors, LLC *5658Jeromy T Bourque CPA, LLC08/12/2025
Matthews Accounting Group, CPAs, LLC4552Matthews, Beatty & Company, CPAs, LLP08/12/2025
Firm NameFirm Permit No.Issue Date
M. Carlene Dumas3650Prior to LAA
2025202420232022
Engagement Reviews25211735
Pass21171226
Pass w/def.2428
Fail2031
System Reviews39643555
Pass30573452
Pass w/def.8613
Fail1100
Grand Total64855290
Engagement Reviews – Pass39322449
No. PROC Meetings during calendar year5658
Since 7/28/25 (Last Meeting Reported)Calendar Year Jan. 2025Calendar Year Jan. 2024Calendar Year Jan. 2023Calendar Year Jan. 2022
# Practice Restrictions13215
# Extensions2961215
# Year End Changes00010
# First Fail Letters286512
NameCertificate No.
Lynne Campo Bird18446
Alisha Bujol Bourgoyne24583
Daniel Francis Burns25877
David Scott Chategnier25565
Phillip Troy Courville20676
Amy Diane David19983
Jonathan Colby Domingue22534
Berta Galicia28810
Phillip Jude Garzotto18796
Leslie Aymond Hatchett25233
Fallon Foti Kallenberger28071
Marc Steven Katsanis23277
Courtney A. LaBorde27079
Joey Anthony Landry27456
Chasity Sibille Lavergne28888
Pamela Engelke Mosley18595
Rachel Denise Neal26368
Blake Matthew Nichols28281
Edward B. O’Connor21424
Donald E. Rosenberg18206
Christin Vilardo24924
Mark Paul Wamsley11739
Robin Elaine Welch24187
William Blake Wright29217
Tammy Tullis Yandle22203
NameCertificate No.
J. Adam Judice25464
Chelsie Walters28356
20252024202320222021
RegisteredRegisteredDifferenceRegisteredRegisteredRegistered
Active7,1757,205-307,2677,2877,446
Inactive2,1102,249-1392,5312,6082,627
Retired424401+23378322271
Firms1,7341,787-531,8451,8631,923
TOTAL REGISTERED11,44311,642-19912,02112,08012,267