Faculty

• Anne Oestriecher, CPA
  • CPA
  • Oestriecher Financial Management Services, Alexandria, LA
• Wynne E. Baker, CPA
  • CPA, CFSA, CBA
  • KraftCPAs, PLLC, Nashville, TN
• Monica Sonnier, CPA, CFA
  • Monica Sonnier, CPA, CFA, is a Senior Vice President in FTN Financial’s Portfolio Strategies Group, in Memphis, Tennessee. She assists institutional customers across the country in managing their fixed income portfolios, increasing profitability and managing risk. She specializes in portfolio, accounting and tax issues. She has worked extensively with financial institutions of all types on forecasting, regulatory issues and tax issues (including Sub S planning). She previously was the Chief Investment Officer for a banker’s bank and managed the Investment Division for the bank. She managed investment portfolios for banks, provided consulting services in investments and ALM, ran the bank’s ALM reporting service bureau and managed the operational area supporting safekeeping, trading and portfolio accounting services. Monica also spent eight years as the portfolio manager and funding manager at a large regional bank, managing a portfolio of over $2 billion in Government, Agency, Municipal, Corporate, Mortgage-Backed and Money Market securities. She began her career in public accounting with a CPA firm, specializing in audits of financial institutions. Monica currently chairs the Investment Committee of the AICPA and serves on the AICPA Council.
• Michael Jones
  • KraftCPAs, PLLC, Nashville, TN