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Financial Institutions Thought Leadership Committee

The Financial Institutions Thought Leadership Committee expands relationships between related industry executives at the state and regional 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 twice per year. If you are interested in learning more about the Financial Institutions Thought Leadership Committee, please contact Bailey Westbrook at bwestbrook@picpa.org.

Member List

Name Email Term Role
Pelagatti, Barry bpelagatti@rklcpa.com 2027 Member
Horst, Toney thorst@ambk.com 2027 Member
Persley, Susan susan.persley@verizon.net 2027 Member
Ulzheimer, Kirsten kirsten.ulzheimer@marcumllp.com 2027 Member
Mortimer, William stjoes121@aol.com 2027 Member
Mulloy, Patrick patrick.mulloy@rsmus.com 2027 Member
Boodoo, Maria mariaboodoo@yahoo.com 2027 Member
Huntington, Nicholas nshrc@verizon.net 2027 Member
McDowell, Ian imcdowell@srsnodgrass.com 2027 Member
Witt, Jennifer jennifer.witt@stbank.com 2027 Member
Minnis, Allison Allison.Minnis@crowe.com 2027 Chair
Shoaf, Zachary zachshoaf@hotmail.com 2027 Member
Peplau, Allie apeplau@picpa.org 2027 Member
Westbrook, Bailey bwestbrook@picpa.org 2027 Staff Liaison
Gozzard, Katie kgozzard@srsnodgrass.com 2027 Member
Luzader, Christopher chris.luzader@cbh.com 2027 Member
Oscal, Angelica avo5491@psu.edu 2027 Member
Gentekos, Dean dgentekos@gmail.com 2027 Member