Patricia (Patty) Havard is a CPA with 30+ years of tax and accounting experience for both individuals and businesses in a variety of industries. She also has forensic accounting experience in Family Law matters as well as working in divorce mediations. She began serving as a Financial “Neutral” Professional (FP) in 2018 for Collaborative divorces. And in September 2018, Patty associated with Steve Walker, CPA for forensic and litigation support services.
Accreditations:
- Certified Public Accountant – CPA – March 1994
- Certified in Financial Forensics – CFF (a designation exclusively for CPAs through the AICPA) – January 2013
Education/Training:
- Dallas County Community College District – Associate – August 1992
- University of Texas at Arlington – BBA/Accounting – August 1993
- NACVA/CTI – Cornerstones of Financial Forensics Workshop – May 2012
- AICPA – Expert Witness Workshop – September 2014
- AICPA – ABV School (Accredited in Business Valuation) – May 2015
- Basic & Advanced Interdisciplinary Training in Collaborative Law – 2017
Professional Affiliations/Memberships:
- American Institute of Certified Public Accountants (AICPA)
- Forensic and Valuation Services Section (FVS)
- Inaugural Ambassador for NextGen FVS Professionals Program
- Texas Society of Certified Public Accountants (TXCPA)
- Dallas Chapter (previously with the Fort Worth Chapter)
- Business Valuation, Forensic & Litigation Services Section (BVFLS)
- Committee Member –
- EXPO Conference – 2004 to Present
- Chair 2008 & 2018, Vice-Chair 2007 & 2017
- BVC Conference – 2014 to Present
- EXPO Conference – 2004 to Present
- State Bar of Texas – Family Law Section
- Collaborative Divorce Texas (CDT)
- Collaborative Divorce Collin County (CDCC)
- Dallas Bar Association – Collaborative Law Section
Prior to opening her own accounting firm in 1994, Patty initially worked for a local CPA firm beginning in 1989. This is where she acquired the foundation to successfully open her practice within a year of receiving her CPA license. For several years, Patty’s firm had 7 full-time employees (including herself).
Even though Patty is a hard-working and dedicated CPA focused on her clients, she also finds time for family as well as supports her community and fellow colleagues. She has been on the Wilmer Planning & Zoning Commission since 2010 – where she has been the Chair since 2013. Since 2015, Patty has been one of the (5 member) Advisory Council for the Royal Islander/Royal Resorts timeshare company in Cancun, Mexico which represents 9,129 owners. She will complete her term in October 2020.
Over the years, Patty has given a few presentations for her local community:
- Edward Jones – Tax Update/Wealth Management – 2011
- Lancaster Texas Chamber of Commerce
- Better Business Breakfast Seminar – Tax Update – 2011
- Better Business Breakfast Seminar – Tax Panel/Update – 2008
- Parker College Dallas Texas – Self-Employment Presentation – 2010