SENIOR MANAGER, AUDIT AND ASSURANCE SERVICES
Trish has been practicing public accounting since 2008. She provides audit and consulting services to a variety of clients, including employee benefit plans and healthcare, nonprofit, and public sector entities.
EMPLOYEE BENEFIT PLANS
Trish is a member of LaPorte’s Employee Benefit Plan Services Group. She has experience auditing a variety of employee benefit plans, including 401(k)s, 403(b)s, and defined benefit plans.
Trish is also a member of the Healthcare Industry Group. She has served on LaPorte’s hospital service district and health system audit engagements. Trish’s services include managing financial statement audits, testing for compliance in accordance with Government Auditing Standards, and assisting in the preparation of financial statements.
Trish’s primary public sector experience includes performing audits and single audits of governmental healthcare entities and school boards. She applies Government Auditing Standards and measures and reports on compliance with applicable laws and regulations. Trish is a member of the Public Sector Industry Group.
Bachelor of Arts in Psychology, Southeastern Louisiana University
Certified Public Accountant
AICPA Intermediate Single Audit Certificate
American Institute of Certified Public Accountants
Society of Louisiana Certified Public Accountants, Medical and Healthcare Services Committee, Not-for-Profit Issues Committee, Women’s Initiatives Committee
American Business Women’s Association, Treasurer
Healthcare Financial Management Association (HFMA)
Junior League of Greater New Orleans, Assistant Treasurer
Leadership Jefferson, Class of 2022
Society of Louisiana Certified Public Accountants, New Orleans Chapter, “Overview of SSARS Changes and Forms of Engagement Letters.” December 2019
Louisiana Hospital Association, “Internal Controls.” October 2019
Bellingrath Wealth Management, “Audit Triggers, the 80/120 Rule, & Preparing.” May 2019
University of New Orleans, “The Impact of Information Technology on Accounting.” March 2018
Louisiana Hospital Association,
“Value of the Patient Experience.” October 2016
“Assessing the Financial Health of a Healthcare Organization.” October 2016
- “Treasury-Backed “Fiscal Recovery Funds Present Unique Funding Opportunities to State and Local Governments.” October 8, 2021
- “What Employee Benefit Plan Sponsors Need to Know About Cybersecurity.” August 20, 2018
AREAS OF CONCENTRATION
Employee Benefit Plans