Terry Cosand
Audit Partner
Terry Cosand has more than 25 years of experience auditing public and private companies in a variety of industries with a primary focus on employee benefit plans for the past 16 years. Terry oversees the firm’s Employee Benefit Plan practice which includes more than 300 employee benefit plan audits, as well as preparation of Form 5500 filings.
Terry Cosand
Audit Partner
Terry Cosand has more than 25 years of experience auditing public and private companies in a variety of industries with a primary focus on employee benefit plans for the past 16 years. Terry oversees the firm’s Employee Benefit Plan practice which includes more than 300 employee benefit plan audits, as well as preparation of Form 5500 filings.
Terry is the leader of Whitley Penn’s employee benefit plans group. She has significant experience with a variety of types of plans including plans held in a master trust, 403(b) plans, defined benefit plans, plans with Form 11-Ks filing with the Securities Exchange Commission (SEC), and plans with mergers/terminations/ spinoffs. In addition, she has experience assisting clients through Department of Labor (DOL) investigations.
Professional Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Texas Society of Certified Public Accountants (TXCPA)
Member, Southern Methodist University Alumni Association
Member, DallasHR
Member, SouthWest Benefits Association
Member, ASPPA Benefits Council – DFW Chapter
Member, The Worldwide Employee Benefits Network
Member, Society for Human Resource Management
Member, International Society of Certified Employee Benefits Specialists – DFW Chapter
Board Member, Southern Methodist University’s Cox School of Business Advisory Board to the Master of Science in Accounting Program
Professional Certifications
- Certified Public Accountant (CPA)
- AICPA Advanced Defined Contribution Plans Audit Certified
- AICPA Advanced Defined Benefit Plans Audit Certified
Education
- B.B.A. in Accounting, Southern Methodist University