Estate and Financial Planning Committee
Committee Structure & Function
The committee should be made up of no more than 13 members. The members shall be representatives of the various membership constituencies and work in the financial estate and planning areas.
The objectives of the Estate and Financial Planning Committee are:
To present information to the membership on Estate and Personal Financial Planning. This might include a technical program of high quality and other CPE offerings on pertinent Financial Planning issues.
1. To educate the membership on estate and financial planning practice aids.
2. To provide educational programs which address expressed members financial planning needs and to expand into financial planning member support programs.
3. To increase the public awareness of the CPA’s expertise in the area of estate and financial planning.
2011-2012 Committee Officers & Members
Mr. Austin G. Robertson, Jr. CPA - Chairman
Cole, Evans & Peterson • Shreveport, LA
Ms. Michele Avery, CPA - Member
LaPorte CPAs & Consultants • Covington, LA
Mr. Craig A. Cheramie, CPA - Member
Cheramie Financial Services • New Orleans, LA
Ms. Vanessa B. Claiborne, CPA - Member
Chaffe & Associates, Inc. • New Orleans, LA
Mrs. Robin A. Conrad, CPA - Member
McElroy, Quirk & Burch APC • Lake Charles, LA
Mr. Roger M. Cunningham, CPA - Member
Johnson, Thomas & Cunningham • Natchitoches, LA
Mrs. Vicki G. Herbert, CPA - Member
UBS Financial Services • New Orleans, LA
Mr. Daniel C. Imbornone, CPA - Member
Daniel C. Imbornone, CPA • New Orleans, LA
Mr. David L. Johnston, CPA - Member
Johnston and Company, L.L.P., CPAs • Monroe, LA
Mr. Jeffrey W. Koonce, CPA - Member
Phelps Dunbar, LLP • Baton Rouge, LA
Grady J. Layfield, CPA - Member
Grady J. Layfield, CPA, LLC • Baton Rouge, LA
Mr. Craig C. LeBouef, CPA - Member
Going, Sebastien, Fisher & LeBouef • Opelousas, LA
Mr. Robert B. McNabb, CPA - Member
Thomas, Wilson, Ragusa, Uffman & Company • Baton Rouge, LA
Mr. Jim E. Miller, CPA - Member
Miller and Brown, CPAs • Shreveport, LA
Ms. Anne M. Oestriecher, CPA - Member
Oestriecher Financial Management • Alexandria, LA
Mr. Eric Rigby CPA/PFS - Member
Rigby Financial Group • New Orleans, LA
Mr. Anthony V. Rizzutto CPA - Member
Rizzutto & Thornton, LLC • Baton Rouge, LA
Mr. Ralph B. Bender, CPA - Board Coordinator
Capital City Press • Baton Rouge, LA
Mr. Ron Gitz, CPA, CGMA - Staff Liaison
Society of Louisiana CPAs • Kenner, LA
Ms. Misean Reed, CPA - Staff Liaison
Society of Louisiana CPAs • Kenner, LA
