Felix Lozano

Audit Partner

Felix Lozano
Office
Dallas
Direct Dial
214.393.9340
214.393.9341
214.393.9340
214.738.7128
Felix.Lozano@whitleypenn.com
Education

B.B.A. in Accounting, Texas Christian University, 1987

Felix Lozano is the Partner in Charge of Whitley Penn’s Dallas office. Felix has more 30 years of experience in auditing public and private companies. He oversees the audit practice at the firm with a focus on manufacturing, wholesale & retailemployee benefit plans, and not-for-profit industries.

Experience
  • Whitley Penn, Dallas Office, (1995-Present)
    • Partner in Charge – Dallas office (2002-Present)
    • Director – Audit (1995-Present)
  • Ernst & Young, Dallas, and Fort Worth Offices, (1989-1994)
    • Audit Department
  • Arthur Young, Dallas, and Fort Worth Offices, (1987-1989)
    • Audit Department
Professional Certifications
  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)

Felix AICPA Certification

Professional Organizations
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (including Litigation Services Section)
  • Dallas Chapter, TSCPA
  • Association of Certified Fraud Examiners (ACFE)
Board and Community Service
  • YMCA of Metropolitan Dallas – Board Member (2007- 2013, 2015-Present) – Chairman Audit Committee (2008-2013)
  • YMCA of Metropolitan Fort Worth – Former Chairman of the Board (2003-2004); Board Member (1996-2006)
  • Dallas Regional Chamber  – Board Member (2016-Present) – Advisory Member (2015-Present)
  • The Dallas Assembly – Member (2015-Present)
  • Park Cities Club – Board of Governors (2016- Present)
  • Fort Worth Opera – Board Member (2002); Finance Committee
  • Texas Christian University Fort Worth Alumni Chapter – Board Member (2002)
  • Hispanic Chamber of Commerce – Former Board Member; Former Treasurer
  • Nexia International – Chairman Audit Committee (2007-2013)
  • Leadership Fort Worth – Class of 1994
  • Leadership Dallas – Class of 2007
Seminars/Lectures/Publications
  • AICPA National Conference on Employee Benefit Plans
  • Whitley Penn LLP Annual Employee Benefit Conference
  • How to Audit Employee Benefit Plans Instructor
  • DFW SEC Reporting Group – Consideration of Fraud
  • Principles of Fraud Examination
  • Fraud Prevention – Past Speaker at Texas Tech University, University of North Texas, Southern Methodist University, Texas Christian University, Treasury Management Association, and Bank of America

 

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