The CUNA Finance Council Nominating Committee is pleased to announce the following candidate for its 2021 election.
Please review the campaign statement below and use the web ballot to vote for 3 of the 5 candidates.
Submit your completed ballot no later than 5 PM ET on Friday, May 14, 2021. Ballots received after this date will not be used in the final tabulations. The candidates will take their seats on the executive committee in June at the conclusion of the 2021 Membership Meeting.
* - indicates inumbent
CFO - On Tap CU - Golden, CO
Assets: $349M | Number of Members: 19,935
Hello, CUNA Finance Council Members - I am seeking your vote to continue to serve on the CUNA Finance Council Executive Committee. As CFO of On Tap (formerly Coors) Credit Union, I joined the Executive Committee in 2017, and I have to say that the past three years have flown by! In serving as Vice Chair, then Chair of the Membership Committee, and now as Chair of the Member Engagement Committee, I have been enriched by Committee interactions and opportunities to help Finance Council members in our ever-changing industry. Serving on the Committee has been rewarding, and a way to give back by sharing my broad background in Finance. I feel like I’ve only just begun and would like to continue to offer my expertise as a CFA charterholder with three decades of experience to help our community connect and thrive. I very much appreciate your consideration.
SVP Finance - Randolph-Brooks FCU - Live Oak, TX
Assets: $13B | Number of Members: 938,318
I am honored to be considered for a position on the Executive Committee of the CUNA Finance Council. As a CPA who spent 10 years in public accounting, I have greatly valued the variety of positions I’ve had in my 9 plus years at RBFCU, especially the last 5 years as I’ve gotten back to my roots as the SVP of Finance. The comradery and support we provide each other in this industry are unique. We often apply the “People Helping People” philosophy to serving members, but I have seen that idea applied between credit unions, even when we are competitors or have different ideas about the best ways to serve our membership. As part of the Executive Committee we have an opportunity to promote credit union values and serve the finance professionals across the industry. I look forward to being a resource for the challenges that lie ahead.
VP - Finance - Founders FCU- Lancaster, SC
Assets: $3B | Numer of Members: 223,140
Hi Council Community. It is a great honor to throw my name in the ring to serve on your Executive Council. I know it may be hard to believe, but I assume my Horticulture degree may not make me most obvious choice. My path to this great industry and serving in a Finance Leadership capacity has been far from straight, but I would not change a thing. My indirect path has introduced me to many of you in the community and I look forward to getting to know more of you over time. I may not be the “Yoda” on the ballot offering infinite wisdom but am confident my experience and willingness to serve will add value. Many thanks to each of you for your consideration!
CFO- First Choice Financial FCU - Gloversville, NY
Assets: $130M | Number of Members: 13,082
Currently, the CFO at First Choice Financial FCU located in Upstate NY. I have held numerous leadership positions in the credit union industry and in both the public and private sectors. Aware of both the financial complexities and the cooperative spirit of credit unions, I try to provide insight into some of the challenges facing the industry during these unprecedented times whether it be a global recession or pandemic. Outside of work obligations and responsibilities, I enjoy spending time competing in cross country skiing events, hiking, mountain biking and walking through the woods with my domestic partner and two golden retrievers. Thank you for your consideration.
CFO - Ohio University CU - Athens, OH
Assets: $400M | Number of Members: 24,649
Thank you for the opportunity to stand for election to your Executive Committee. With almost 20 years of working in and around the credit union industry, many of you know me as a staunch credit union advocate. As a former CUSO Executive, Partner at FMSI, and Board Chairman of a small CU, I’ve been fortunate to work with credit unions of all sizes, charter types, and fields of membership. Starting in 2007, I have attended and actively participated in 15 consecutive CUNA CFO/Finance Council Conferences as a frequent presenter, consistent sponsor, active listener, and fervent supporter of the Crasher program. In addition to teaching CUNA’s Financial Management Schools and Investment Certification school, I have led a long list of CUNA webinars on a wide range of topics and contributed to multiple Council sponsored whitepapers. I believe my experience and perspectives can add immediate value to the EC and Council.