Calvetti Ferguson

In the News

Lori Morales recently appointed to AICPA Women’s Initiatives Executive Committee

HOUSTON (March 18, 2019) – Lori Morales, CPA, Partner, has recently been appointed a member of the AICPA Women’s Initiatives Executive Committee (WIEC). Lori’s one-year term will begin on May 21, 2019.

The WIEC’s mission is to promote and support the success of women for the broader purpose of sustaining the profession by creating an inclusive environment, increasing talent engagement and leadership opportunities for women. Lori’s responsibilities will include working closely with AICPA staff to produce necessary and appropriate resources, as well as preparing for speaking engagements around the country. In addition, she will focus on spreading the message for the need of women’s initiatives.

In addition to her role as a Tax Partner, Lori is actively involved in the PrimeGlobal Women’s Leadership Special Interest Group, participating and leading discussions around the advancement and career development of women in the CPA firm environment. She is also a board director for Lean In Energy, one of the first non-profit organizations established under the umbrella of Facebook COO Sheryl Sandberg’s non-profit organization, Lean In. Lean In Energy’s mission is to empower women in the energy industry to achieve their ambitions through initiatives focused on:

  1. Mentorship: Facilitating mentoring circles to help women connect with peers and organizations focused on counteracting gender bias
  2. Public Awareness: Raising public awareness regarding women in the workplace
  3. Education: Providing educational materials focused on gender equality

Calvetti Ferguson, P.C. is a public accounting and advisory firm with six offices in Texas.  Headquartered in Houston, Calvetti Ferguson provides accounting, advisory, assurance, and tax services to private and public companies, PE funds, and private clients, with a focus on middle-market companies and family-owned businesses.  Recognized in 2018 by IPA as a Top 300 Public Accounting Firm, Calvetti Ferguson is one of the fastest growing middle-market firms in Texas.  Calvetti Ferguson is an independent member firm of PrimeGlobal, an association of independent accounting firms.

For more information, contact Emily Martin, Marketing Director, at 713.726.5723 or

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