Lisa Traina, CPA, CITP, CGMA
Lisa Traina utilizes her more than 30 years of experience as a CPA, CITP and CGMA to assist clients in implementing measures to secure data and manage risks efficiently and effectively. Prior to launching Traina & Associates, she served as Senior Vice President and CIO at a correspondent financial institution, gaining valuable expertise in the financial services technology sector. Traina & Associates joined CapinCrouse in January 2017.
Lisa holds a Bachelor of Science degree in computer science from Louisiana State University (LSU) and is an alumna of the Graduate School of Banking at LSU.
Lisa is a nationally recognized speaker, sharing her knowledge with thousands of bankers, CPAs, nonprofit leaders and business professionals annually to help them leverage emerging technologies. In 1999 and 2008, she received the Society of Louisiana CPAs Outstanding Discussion Leader Award. She shares the same zest for innovation with her own company, which operates 100% in the cloud. Lisa has also been honored with the following awards and positions:
- AICPA Women’s Initiatives Executive Committee and Society of Louisiana CPAs 2016 “Women to Watch Experienced Leader” Award
- 2014 Greater Baton Rouge Business Report “Influential Women in Business”
- 2013 Society of Louisiana CPAs President
- 2012 CPA Practice Advisor magazine’s “Most Powerful Women in Accounting”
Lindsey P. Whinnery, CPA, CISSP, CISA
Lindsey has 12 years’ experience in information security audit and consulting services for nonprofit organizations, financial institutions, and health facilities. She stays current on changing threats, government regulations, and various organizations’ security frameworks to design audit procedures and better assist clients in implementing appropriate controls to protect against cybersecurity threats. Prior to joining the firm, Lindsey provided technology support services at a Catholic high school.
She speaks on information security topics for various groups, including the AICPA and Louisiana Bankers Association.
Holly Boullion, CISM
Holly has over 20 years of experience in the information technology industry. She has spent the last several years providing information security auditing and consulting services for nonprofit organizations and financial institutions. Before joining Traina & Associates, she served as Senior Vice President and Information Security Officer at a community bank.
Holly speaks on information security topics for various groups, including the Society of Louisiana Certified Public Accountants, North Carolina Association of Certified Public Accountants NCACPA, and Louisiana Bankers Association.
Allison Davis, CPA, CISSP, CISA
Allison joined Traina & Associates in 2006 and served as an IT audit intern throughout high school and college. After graduating from Louisiana State University in 2011, she committed full-time to the firm. Throughout her time as an information systems auditor and senior manager, Allison has provided information security assessment and consulting services primarily for nonprofit organizations, financial institutions, and health facilities; however, she has served numerous other industries, including auto industry dealers, educational institutions, manufacturing and construction firms, professional service organizations, and other small businesses. In addition to these services, she has provided clients with consulting services in risk assessment and policy development engagements.
To remain current on trends and threats in various industries, Allison participates in several information sharing groups, including the Louisiana Bankers Association’s Anti-Fraud and Security, Internal Audit, and Technology Peer Groups.