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WEST
The $9.3 billion, Santa Rosa, Calif.-based Redwood Credit Union announced five board appointments.
Judy Herrerias-James was re-elected to the board of directors for a three-year term. She has served as an RCU volunteer official since 2013, is the owner of Stony Point Vineyard, and serves as a board member for the Sonoma County Workforce Investment Board, Sonoma County Farm Bureau and Redwood Credit Union Services Group.
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Lisa Wittke Schaffner was re-elected to the board of directors for a three-year term. She has been an RCU volunteer official since 2012 and is the incoming RCU board chair. She is CEO of the North Coast Builders Exchange, sits on the board of the Boys and Girls Clubs of Sonoma-Marin and is vice president of the Sonoma County Grape Growers Foundation. She also sits on the boards of the Santa Rosa Metro Chamber and Sonoma County Fair.
Rod Dole was re-elected to the board of directors for a three-year term and will serve as treasurer. Dole has been an RCU volunteer official since 1978 and is the retired auditor/controller/treasurer/tax collector for Sonoma County. He formerly served as co-chair for Ygrene, trustee for CALTrust and on the president’s advisory board at Sonoma State University.
Debbie Watts was named vice chair of the board.
David Gouin was named secretary of the board.
EAST
Hudson Valley Credit Union ($7.9 billion, Poughkeepsie, N.Y.) announced seven promotions.
The $1.6 billion, Pittsfield, Mass.-based Greylock Federal Credit Union promoted Matt Tekin to vice president of operational risk management. In his new role, Tekin oversees the credit union’s enterprise risk management program, implements security measures in compliance with industry standards, manages the NCUA exam process, and provides management support toward the development of the credit union’s business continuity program and incident response program. He previously served as assistant vice president, IT security, audit and infrastructure. He began his career with Greylock in 2017 as an IT security engineer.
The $3.9 billion, Smithfield, R.I.-based Navigant Credit Union hired Falan A. Morrocco, Esq. as vice president, associate general counsel. Morrocco brings more than 20 years of professional experience, having most recently served as senior legal counsel for Blue Cross & Blue Shield of Rhode Island. In her new role, Morrocco will assist the general counsel in overseeing Navigant’s general legal matters, while supporting the organization’s risk and compliance functions to ensure alignment with regulatory requirements and policies. In addition to her prior role at BCBSRI, Morrocco’s legal experience includes tenures as legal counsel at Santander Bank and as an associate at the Providence, R.I.-based law firm Roberts Carroll Feldstein & Peirce, Inc. She earned her law degree from New England Law Boston, graduating cum laude in 2015.
MIDWEST
SOUTH
CUSOS
Member Support Services, LLC (MSS), a CUSO helping credit unions better serve their members through improved efficiency built on operational scale, appointed three members to its inaugural advisory board, newly formed to help grow its shared services model and provide a clear alternative to consolidation at a critical time for the industry. The three-person, non-governing advisory board will offer input on go-to-market strategy, operational priorities and opportunities to deepen collaboration across the industry and keep credit unions independent.
Gene Foley was appointed to the advisory board. Foley is the former CEO of Harvard University Employees Credit Union ($1.2 billion, Cambridge, Mass.) and now leads Focus Strategy Group, bringing over 25 years of executive credit union leadership and strategic consulting experience.
Kirk Kordeleski was appointed to the advisory board. He is the former CEO of Bethpage Federal Credit Union (now the $13.4 billion, Bethpage, N.Y.-based FourLeaf Federal Credit Union), and currently serves as a partner with PARC Street Partners. He has more than 35 years of experience advising credit unions and fintechs on strategy, governance and leadership.
Erin Coleman was appointed to the advisory board. Coleman is the SVP of industry impact at Callahan & Associates and brings nearly 30 years of experience supporting credit unions through consulting, mentorship and strategic facilitation.
Member Access Processing (MAP), a Kent, Wash.-based card processing aggregator for credit unions, appointed Maggie Prohs, vice president of operations at Palmetto Citizens Federal Credit Union ($1.3 billion, Columbia, S.C.), to its Client Advisory Board. MAP’s Client Advisory Board (CAB) is composed of eleven MAP clients, including representation of its six owner credit unions. The CAB meets quarterly with the objective to enhance the payment experience of credit union members by advising MAP senior management on challenges, opportunities and strategies for success in the payments marketplace. In her role at Palmetto Citizens, Prohs drives strategy and oversees critical functions including payment strategy, compliance, fraud, security and facilities.
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