LICENSED IN:
Texas
EDUCATION:
University of Texas at Dallas
Bachelors of Arts—Literary Studies and Historical Studies
Masters of Science—Accounting and Information Management
CERTIFICATIONS:
Certified Public Accountant (CPA)
PUBLICATIONS:
PPC’s Guide to GAAP (Contributing Editor)
PPC’s Guide to Audits of Nonprofit Organizations (Contributing Author)
PPC’s Guide to Small Business Consulting Engagements (Contributing Author)
PPC’s Nonprofit Update Newsletter (Author)
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EXPERIENCE
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AREA OF FOCUS
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AFFILIATIONS
Lucas is a Texas Society of CPAs Rising Star Award-winning experienced auditor, director, board member, manager, and publisher with more than 15 years of leadership experience in external audit and internal audit with an emphasis on risk-based (COSO) audit approaches. His responsibilities include the oversight and management of a department of more than 30 professionals (budget monitoring, analysis metrics, recruiting/retention, coaching, mentoring); partnering with clients with assets in excess of $150MM+ to identify, analyze, and mitigate financial and industry risks to their strategic plan; planning and execution of multiple, large-scale, simultaneous projects; and development and implementation of numerous accounting and finance presentations to external clients, committees, and boards as well as to local, state, and national audiences about accounting industry developments.
Construction Services
Not-for-Profit Audits
A-133 Audits
Internal Controls Specialist
Retirement Plan Audits
Manufacturing Services
Dealer Services
American Institute of Certified Public Accountants (AICPA)
Texas Society of Certified Public Accountants (TSCPA)
Institute of Internal Auditors
- National Organization
- Dallas Chapter
Dallas CPA Society
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EXPERIENCE
Lucas is a Texas Society of CPAs Rising Star Award-winning experienced auditor, director, board member, manager, and publisher with more than 15 years of leadership experience in external audit and internal audit with an emphasis on risk-based (COSO) audit approaches. His responsibilities include the oversight and management of a department of more than 30 professionals (budget monitoring, analysis metrics, recruiting/retention, coaching, mentoring); partnering with clients with assets in excess of $150MM+ to identify, analyze, and mitigate financial and industry risks to their strategic plan; planning and execution of multiple, large-scale, simultaneous projects; and development and implementation of numerous accounting and finance presentations to external clients, committees, and boards as well as to local, state, and national audiences about accounting industry developments.
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AREA OF FOCUS
Construction Services
Not-for-Profit Audits
A-133 Audits
Internal Controls Specialist
Retirement Plan Audits
Manufacturing Services
Dealer Services
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AFFILIATIONS
American Institute of Certified Public Accountants (AICPA)
Texas Society of Certified Public Accountants (TSCPA)
Institute of Internal Auditors
- National Organization
- Dallas Chapter
Dallas CPA Society
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HONORS/AWARDS
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COMMUNITY INVOLVEMENT
Rising Star Award—Texas Society of CPAs
Living the Vision—Lane Gorman Trubitt, LLC
Young Professionals Alumni Award—Lane Gorman Trubitt, LLC
Young Professionals Founders Award—Lane Gorman Trubitt, LLC
Strongest Link Award—Compass Bank
Voices of Change—Board Member
Dallas Institute of Humanities and Culture—Finance Committee
Technology Ball by Digital ConduIT—Event Elements Committee
North Texas Food Bank—Volunteer
University of Texas at Dallas Alumni Association
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HONORS/AWARDS
Rising Star Award—Texas Society of CPAs
Living the Vision—Lane Gorman Trubitt, LLC
Young Professionals Alumni Award—Lane Gorman Trubitt, LLC
Young Professionals Founders Award—Lane Gorman Trubitt, LLC
Strongest Link Award—Compass Bank
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COMMUNITY INVOLVEMENT
Voices of Change—Board Member
Dallas Institute of Humanities and Culture—Finance Committee
Technology Ball by Digital ConduIT—Event Elements Committee
North Texas Food Bank—Volunteer
University of Texas at Dallas Alumni Association