Financial Institutions Thought Leadership Committee

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.

Member List

Name Email 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