President and Chief Executive Officer

• Sep 2022 - Present

Executive Vice President and Chief Advocacy Officer

• Jul 2021 - Sep 2022

Chief Advocacy Officer

• Jan 2015 - Jul 2021

Advance the organization to new heights, increasing CUNA’s reputation as a leader in the financial services industry while serving as a Principal Lobbyist, investigating current legislative issues, identifying forecasted trends, enhancing the policymaking process, and collaborating effectively with members of congress, regulators, and staff on credit union regulatory initiatives. SELECTED MILESTONES Lead the strategy for continually evaluating and recommending improvements to the… Show more Advance the organization to new heights, increasing CUNA’s reputation as a leader in the financial services industry while serving as a Principal Lobbyist, investigating current legislative issues, identifying forecasted trends, enhancing the policymaking process, and collaborating effectively with members of congress, regulators, and staff on credit union regulatory initiatives. SELECTED MILESTONES Lead the strategy for continually evaluating and recommending improvements to the credit union charter and facilitate the policymaking process by serving as a liaison to the Advocacy Committee and additional CUNA committees. Instrumental in the Ballast Research recognition of the CUNA/League system as the strongest policy brands in the nation and a #1 rating amongst all associations in "unified voice" in three of the last five years. Provide insight and direction as a subject matter expert and key spokesperson for numerous meetings and conferences in support of the World Council of Credit Unions, CUNA, leagues, credit unions, and financial services industry organizations. Promote organizational messaging through content and quotes in numerous media outlets including the Wall Street Journal, the New York Times, the Washington Post, American Banker, MarketWatch, Politico, the Hill, Roll Call, Credit Union Times, and the Credit Union Journal. Advanced the credit union advocacy agenda by restructuring the organizational formation and developing and executing a 360-degree advocacy strategy. Created 6 new solutions-focused teams, communicating, and collaborating effectively with team members consisting of lobbyists, attorneys, state government staff, policy analysts, and communications professionals.

Senior Vice President - Legislative Affairs

• Sep 2011 - Jan 2015

Establish and lead CUNA’s Capitol Hill advocacy efforts through a team of six in-department lobbyists and six outside consulting firms. Conceptualize, develop, and execute CUNA’s Federal legislative agenda to strategically position credit unions to better shape public policy and enable greater competition with both traditional and non-traditional financial intermediaries. Deliver strategic advisement and policy recommendations to the Executive Vice President, CEO, Governmental Affairs… Show more Establish and lead CUNA’s Capitol Hill advocacy efforts through a team of six in-department lobbyists and six outside consulting firms. Conceptualize, develop, and execute CUNA’s Federal legislative agenda to strategically position credit unions to better shape public policy and enable greater competition with both traditional and non-traditional financial intermediaries. Deliver strategic advisement and policy recommendations to the Executive Vice President, CEO, Governmental Affairs Committee, and Board regarding governmental affairs related issues. SELECTED MILESTONES Engaged directly with Members of Congress and staff on all matters related to credit unions as a principle lobbyist and spokesperson for credit unions on Capitol Hill. Demonstrated subject matter expertise by exploring all avenues, analyzing current legislative issues, identifying future trends, and determining the potential impact on credit unions. Fostered engagement with members in an effort to amass input for the policymaking process as primary liaison to the Governmental Affairs Committee and numerous CUNA committees. Cultivated key resources focused on helping the credit union system understand CUNA’s legislative strategy, the environment on Capitol Hill and how to effectively lobby Congress. Invited to speak at numerous meetings and conferences supporting the World Council of Credit Unions, CUNA, leagues, credit unions, and other organizations in the financial services industry. Recognized as a Top Lobbyist by CEO Update.

Vice President - Legislative Affairs

• Sep 2007 - Sep 2011

Director - Federal Government Affairs

• Apr 2005 - Sep 2007

Strengthened the political and legislative advocacy, substantiating the Credit Union League’s full-time Washington presence in California and Nevada. SELECTED MILESTONES Advanced mutually beneficial interactions between members of Congress and the staff by developing and implementing the Hike the Hill at Home program while coordinating numerous in-person meetings in Washington. Encouraged member-directed conversations focused on advocacy advancement initiatives including… Show more Strengthened the political and legislative advocacy, substantiating the Credit Union League’s full-time Washington presence in California and Nevada. SELECTED MILESTONES Advanced mutually beneficial interactions between members of Congress and the staff by developing and implementing the Hike the Hill at Home program while coordinating numerous in-person meetings in Washington. Encouraged member-directed conversations focused on advocacy advancement initiatives including credit unions featuring congressional supporters in newsletters and a formal appeal by the first partisan communication for credit union members to vote for a Congressional candidate. Show less Strengthened the political and legislative advocacy, substantiating the Credit Union League’s full-time Washington presence in California and Nevada. SELECTED MILESTONES Advanced mutually beneficial interactions between members of Congress and the staff by developing and implementing the Hike the Hill at Home program while coordinating numerous in-person meetings in Washington. Encouraged member-directed conversations focused on advocacy advancement initiatives including… Show more Strengthened the political and legislative advocacy, substantiating the Credit Union League’s full-time Washington presence in California and Nevada. SELECTED MILESTONES Advanced mutually beneficial interactions between members of Congress and the staff by developing and implementing the Hike the Hill at Home program while coordinating numerous in-person meetings in Washington. Encouraged member-directed conversations focused on advocacy advancement initiatives including credit unions featuring congressional supporters in newsletters and a formal appeal by the first partisan communication for credit union members to vote for a Congressional candidate. Show less

Legislative Director

• Jan 1997 - Apr 2005

Managed a Congressional office through a top performing staff. Supported the Congressman in fulfilling duties and initiatives as a member of the House Financial Services Committee. Managed a Congressional office through a top performing staff. Supported the Congressman in fulfilling duties and initiatives as a member of the House Financial Services Committee.