Finance Council Executive Committee

Education

• Castleton University, Bachelor of Science, Business Administration
• Southern New Hampshire University, Master of Business Administration
• Certified Public Accountant
• Castleton University, The Leadership Project

Professional Activities

• Rutland South Rotary, Director
• CUNA Finance Council, Conference Planning Committee
• Vermont Society of Certified Public Accountants, Member
• American Institute of Certified Public Accountants, Member
• Castleton University, Past Adjunct Accounting Professor

Education

• Master of Finance, Indiana University
• Master of Business Administration, Indiana University
• B.S.M., Finance, Tulane University
• Certified Public Accountant (CPA)
• Credit Union Enterprise Risk Management Expert (CUERME)

Professional Activities

• Member of CUNA Finance Council, AICPA, LCPA
• Finance Committee Member, United Way SELA
• Scholarship Trustee, New Orleans Chapter, AFWA

Honors, Awards and Major Accomplishments

• 2014 New Orleans CityBusiness "Money Maker"

Education

• Bachelor of Science in Horticultural Science: North Carolina State University, 2007
• Masters of Business Administration - Investment Management: University of North Carolina at Charlotte, 2009

Professional Activities

• Member of the CFA Institute and the North Carolina CFA Society
• CUNA Finance Council - Conference Planning Committee
• Honors, Awards and Major Accomplishments * Chartered Financial Analyst®️ Designation, awarded August 2016
• NCUA Southeast Examiner of the Year - 2013

Education

• BBA Accounting, Baker College Center for Graduate Studies

Professional Activities

• Baker College Endowment/Investment Board 

Education

• Bachelor of Science in Accounting, California State University Sacramento, December 2003
• CPA, California Board of Accountancy

Professional Activities

• Executive Committee director and Chair of Finance Committee for the Sacramento Metropolitan Chamber of Commerce
• Board of Director of the Sacramento Metro Pac
• Finance Committee Members of the American River Parkway Foundation
• Board of Director for the Folsom Chamber of Commerce

Honors, Awards and Major Accomplishments

• Leadership Sacramento graduate
• Boston Marathon Finisher 

Education

• BS - Accounting
• CPA

Professional Activities

• Director - Local Lions Club Charity BOD
• Member Global Women's Leadership Network
• Fundraising Committee Regional YMCA

Honors, Awards and Major Accomplishments

• VP Audit - Public Accounting Firm 23 years
• Audit and Consulting experience in Financial Services industry, non-profits and state and local governments

Education

• B.S. in Accounting - New Hampshire College
• Master of Business Administration - Southern New Hampshire University 

Professional Activities

• TruStage Credit Union Experience Advisory Panel Member
• University of Colorado Colorado Springs AI Advisory Panel Member

Honors, Awards and Major Accomplishments

• 2017 CUNA Finance Council Excellence in Finance Recipient
• 2-time National Barefoot Waterski National Champion
• Ironman finisher
• Baja 1000 finisher
• Husband to Stephanie and proud parent of three amazing kids

Education

• State University of NY at Plattsburgh BS Accounting and Business Analysis
• Hudson Valley Community College AAS Accounting
• Clarkson University Professional Development Center for Entrepreneurship
• CUNA Fixed Income Investment eSchool
• CUNA Financial Management eSchool
• IBA-Internal Audit
• NYBA-Compliance School

Professional Activities

• NYSSRA Nordic Executive Committee Member & Treasurer
• Speaker and Contributor

Honors, Awards and Major Accomplishments

• 2019 Top Contributor Award-CUNA Finance Council
• Ironman Finisher
• Nordic Ski Racing
• Living in Lake Placid located in the Adirondack High Region, site of 2 Winter Olympic Games enjoying cycling, mountain biking, hiking, skiing with Dorine and our 3 Golden Retrievers

Education

• MBA – Service Management and Marketing
• Lamar University, Beaumont, TX 2006
• BBA Finance, Minor in Economics
• Lamar University, Beaumont, TX 2005

Professional Activities

• Ronald McDonal House Charities of Arkansas, Chairman
• Ronald McDonald House Charities of Arkansas, Governance Committee 2022-2023
• Ronald McDonald House Charities of Arkansas, Finance Committee 2021 Chair
• Better Business Bureau Arkansas, Chairman
• Better Business Bureau Arkansas, Vice Chairman Current
• Better Business Bureau Arkansas, Executive Committee Current
• Southwest CUNA Management School – TCU Campus, Financial Management Strategist and Evaluator Current
• National Association of Federal Credit Unions – CFO Steering Committee, Current Vice Chairman
• Chenal Maisons POA Board, Vice Chair / Treasurer Current
• AFCU Insurance Solutions LLC, Vice Chair / Treasurer Current

Honors, Awards, and Major Accomplishments

• Arkansas Business 40 Under 40 2020
• Arkansas Business CFO of the Year 2018 & 2023

Education

• BBA, Accounting Major - University of Wisconsin-Whitewater
• Certified Public Accountant
• Certified Management Accountant

Professional Activities

• Wisconsin Institute of Certified Public Accountants, Member
• American Institute of Certified Public Accountants, Member
• Institute of Management Accountants, Member
• CUNA Finance Council, Membership Committee Member
• Past Treasurer at ProfitStar Wisconsin Users Group
• Past Chief Volunteer Officer at Manitowoc-Two Rivers YMCA
• Past Manitowoc Chamber Leadership Curriculum Committee Member

Education 

• Bachelor of Science in Business Administration
• Certified Credit Union Executive (CCUE)

Professional Activities

• IRS VITA Program Volunteer

Education

• BBA in Accounting & Human Resources – University of Wisconsin-Oshkosh
• Certified Public Accountant

Professional Activities

• Member of the Wisconsin Institute of Certified Public Accountants
• CUNA Finance Council – Conference Planning Committee
• Children’s Wisconsin Foundation Engagement Task Force Member
• United Way Manitowoc County Finance Committee Member

Honors, Awards, and Major Accomplishments

• Leadership Manitowoc Graduate