Lisa Paulk, Cpa
About Lisa Paulk, Cpa
Lisa Paulk is the Senior Vice President and Southwest Regional Managing Director at The Siegfried Group, where she has worked since 2023. She also serves on the Accounting Advisory Council at the University of Houston-Downtown and has held various leadership roles within the organization since 2011.
Work at The Siegfried Group
Lisa Paulk serves as the Senior Vice President and Southwest Regional Managing Director at The Siegfried Group, a position she has held since 2023. She has an extensive tenure with the firm, having previously worked as the West Region Managing Director since 2022 and as the South Region Market Leader since 2020. Her career at The Siegfried Group began in 2011 as a Director, and she has progressed through various leadership roles, including Managing Director and Vice President. Her focus includes developing solutions to enhance the efficiency of accounting and finance teams and engaging in strategic initiatives to increase shareholder value for clients.
Education and Expertise
Lisa Paulk holds a Master of Science degree in Accounting from The University of Texas at San Antonio, which she has been pursuing since 2000. She also earned a Bachelor of Business Administration in Management and Finance from the same institution in 1998. Additionally, she is studying Character and Values Based Leadership at Thayer Leadership, a program spanning from 2023 to 2033. Her educational background supports her role as a Leadership Advisor, where she focuses on helping financial executives enhance their leadership capabilities.
Background
Lisa Paulk began her career in accounting and finance at EY, where she worked from 2002 to 2008 in Assurance and Advisory Services and later in Fraud Investigation & Dispute Services. She transitioned to Innovar Partners as Principal from 2008 to 2011 before joining The Siegfried Group. In addition to her professional roles, she has served on various boards, including the Texas Society of CPAs and TXCPA Houston, where she has been a member since 2010.
Involvement in Education and Community
In addition to her professional responsibilities, Lisa Paulk is actively involved in academia. She serves on the Accounting Advisory Council and the Dean’s Advisory Board for the Marilyn Davies College of Business at the University of Houston-Downtown. Her role as a Corporate Fellow for the MBA Program at the same university since 2017 highlights her commitment to bridging the gap between education and industry, providing insights and guidance to future business leaders.
Professional Achievements
Throughout her career, Lisa Paulk has been involved in various strategic initiatives and special projects aimed at improving client outcomes and increasing shareholder value. She has played a significant role in process improvement projects that focus on enhancing client results and achieving top priorities. Her leadership in these areas demonstrates her commitment to advancing the effectiveness of accounting and finance teams.