Leadership

FelixLozano
Felix Lozano
Director of Audit | Partner

Felix Lozano oversees the audit practice at the firm with a focus on public and private clients in the manufacturing, wholesale, retail, employee benefit plans, and nonprofit industries. His specific audit experience focuses on forensic accounting, fraud auditing, and special services related to internal control assessments In addition, he serves as the Partner in Charge of the Dallas office and as a member of the firm’s management committee. Felix is active in both the internal and external growth strategy of the firm.

Professional Certifications

  • Certified Public Accountant (CPA)
  • Certified Fraud Examiner (CFE)

 

Professional Organizations

  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (including Litigation Services Section) (TXCPA)
  • Dallas Chapter, TXCPA
  • Association of Certified Fraud Examiners (ACFE)

Board and Community Service

  • State Fair of Texas – Board of Advisors (2019-Present)
  • 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 – Audit Committee Chairman (2007-2013)
  • Nexia International – Chair of the International Digital Committee (2020-Present)
  • Leadership Fort Worth – Class of 1994
  • Leadership Dallas – Class of 2007

Education

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

Professional 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

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

Podcast Episodes