The Financial Institutions Thought Leadership Committee expands relationships between related industry executives at the state and chapter levels and disseminates information to members regarding new statutes, rules, and regulations as they apply to financial institutions. The committee also plans the annual Financial Institutions Conference designed to address accounting, auditing, taxation, and technical issues for CPAs in public practice and financial managers. This group meets 2-3 times per year.
Name | Term | Role | |
---|---|---|---|
Obarowski, David | ddo13134@gmail.com | 2023 | Member |
Pelagatti, Barry | bpelagatti@rklcpa.com | 2023 | Member |
Horst, Toney | thorst@ambk.com | 2023 | Member |
Persley, Susan | susan.persley@verizon.net | 2023 | Member |
Ulzheimer, Kirsten | kirsten.ulzheimer@marcumllp.com | 2023 | Member |
Mortimer, William | stjoes121@aol.com | 2023 | Member |
Mulloy, Patrick | patrick.mulloy@rsmus.com | 2023 | Member |
Boodoo, Maria | mariaboodoo@yahoo.com | 2023 | Member |
Huntington, Nicholas | nhunting@psecu.com | 2023 | Member |
McDowell, Ian | imcdowell@srsnodgrass.com | 2023 | Member |
Witt, Jennifer | jennifer.witt@stbank.com | 2023 | Member |
Minnis, Allison | Allison.Minnis@crowe.com | 2023 | Chair |
Shoaf, Zachary | zachshoaf@hotmail.com | 2023 | Member |
Hopkins, Emily | ehopkins@picpa.org | 2023 | Member |
Westbrook, Bailey | bwestbrook@picpa.org | 2023 | Staff Liaison |