Leadership

Terry Cosand 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 has more than 20 years of experience auditing public and private companies in a variety of industries with a primary focus on employee benefit plans for the past 15 years.

• Certified Public Accountant (CPA)
• AICPA Advanced Defined Contribution Plans Audit Certified
• AICPA Advanced Defined Benefit Plans Audit Certified

• American Institute of Certified Public Accountants (AICPA)
• Texas Society of Certified Public Accountants (TXCPA)
• Southern Methodist University Alumni Association
• DallasHR
• SouthWest Benefits Association
• ASPPA Benefits Council – DFW Chapter
• The Worldwide Employee Benefits Network
• Society for Human Resource Management
• International Society of Certified Employee Benefits Specialists – DFW Chapter

• Southern Methodist University’s Cox School of Business Advisory Board to the Master of Science in Accounting Program

• B.B.A. in Accounting, Southern Methodist University

• Whitley Penn, Dallas Office, (2005-Present)
  • Audit Partner, Assurance and Advisory Services
• Ernst & Young, Fort Worth Office, (1993-1999)
  • Audit Manager, Assurance and Advisory Services

• Whitley Penn LLP Annual Employee Benefit Plan Conference (Speaker)
• AICPA National Conference on Employee Benefit Plans
• AICPA Employee Benefit Plans Accounting, Auditing & Regulatory Update Conference
• SouthWest Benefits Association Annual Conference
• Employee Benefit Plan Audit Training (Speaker)
• Frequent Speaker on Various Employee Benefit Plan Matters