Foundation Executive Leadership Program

Dave serves as the Chief Financial Officer of Atlantic City Federal Credit Union and has 3.5 years of credit union experience. He holds a BS in Accounting and is a Licensed Certified Public Accountant. Dave has honed his leadership skills through participating in the Association’s Leadership Institute, and the Executive Ready program. He is also a participant in the Foundation’s Mentorship Program. As the project manager of the credit union’s Paycheck Protection Program (PPP) loan process, Atlantic City Credit Union was the first to offer PPP loans to their members. Dave also acted as an advisor to other credit unions as they rolled out their PPP initiatives.

Tyler works as the Operations Manager at On Tap Credit Union where he oversees collections, cards services, and indirect lending. He also serves on the Denver Area Chapter Board and has received the Outstanding Young Professional designation. Tyler serves on his credit union’s Asset & Liability, information security and technology, and project portfolio committees and acts as a member of the leadership team. He holds a Bachelor of Arts degree in Journalism and business. Tyler is known for his perseverance and resiliency.

Marianne currently serves as TOPCU’s HR Manager and supervises an HR Assistant and Trainer. She has worked in the hospitality industry as a General Manager overseeing 9 employees. Marianne holds a Bachelor of Science degree. She is active in her local chapter of the Society of Human Resource Managers. In addition to serving as a community volunteer, Marianne, has strong policy development experience and has acted as a mentor for some of the staff at the credit union. She takes time out of her schedule to learn more about the credit union’s financials and has a strong appetite for learning.

Kalee has been with CAMPCO for four years and serves as the Contact Center Supervisor. She is a student at Colorado State University and will graduate this year, and a recipient of the Larry Mountain Excellence Award for her dedication and passion for the credit union movement. Kalee serves on the young Talent Development Committee of the NEXT Gen movement within the Campbell County area.

Sheila has been with Electrical Federal for the past 18 years and has worked almost all the positions in the credit union including Loan Officer, Member Services Representative, Teller, Accountant, and Marketing Representative. She is a certified Credit Union Financial Counselor and won the NAFCU 2013 Marketing Award for Best Membership Promotion. She volunteers in her community with the Conifer Newcomers & Neighbors.

Layna has been with Blue FCU for five years where she leads a team as a Member Experience Managers. She holds a Master’s of Science degree from the Southern Utah University, and a recipient of the Mountain West Credit Union’s Gary Plank Scholarship. Layna is a member of the Project 2025 CU4Kids Committee a think tank tasked to help discover and create new fundraising and philanthropy ideas for Children's Miracle Network Hospitals.

Brian Lee has been in the Credit Union Industry for nearly 5 years and currently serves as the CEO for Landings Credit Union in Tempe, Arizona. In this role Brian oversees the Credit Union’s general operation, ALCO and preparing and presenting financial reports to the Board of Directors, Brian is responsible for the development and execution of strategic plans to move the Credit Union into an increasingly competitive financial services market.

As the Lending Manager, Kayla leads both the direct and indirect lending efforts of Reliant FCU and helped the Credit Union achieve 6% loan growth in 2018. Kayla also oversees five loan officers and works with Member Service Representatives in branches without underwriters on staff.

Mallory began her Credit Union career as summer project help for Foothills Credit Union while working on her under-graduate degree in Accounting. After graduation, she came on board as a full-time employee of Foothills, starting as the Credit Union’s Compliance Officer, and assuming the role of CFO in 2015.

Meagan Barrett is the VP of Operations at Northern Colorado Credit Union where she supervises a team of 9 employees. With a B.S. in Community Health Education, Meagan has worked in her field for the past 13 years. Meagan graduated from the Mountain West Leadership Institute in 2017, has received awards in Community Leadership, and has helped her Credit Union achieve awards as the Best Credit Union in Greeley and Credit Union of the Year.

Scott Sager is the COO for Trona Valley Community Federal Credit Union, leading a team of 9 executives. With a Bachelor’s of Science in Accounting, Scott is a Certified Public Accountant who has worked in his field for the past 7 years. He holds a Top 20 Under 40 award from MWCUA, and is a CUDE and Gary Plank scholar.

Adam Stewart is the Director of Home Loan Originations at Pima Federal Credit Union where he leads a team of 4 Home Loan Originators. Adam has worked in the industry for the past 18 years and served in various positions including Mortgage Loan Officer, Mortgage Processor, Mortgage Closer, Customer Service Representative, and Credit Manager.

Bree is a Member Service Manager whose work at Washington State University earned her a BS with honors. A Big Sister, Coach, U of W Recreation Advisory Board Member, and university teaching assistant.

In her credit union Nina, has assembled work teams, planned budgets, grew loans, built cultures, and centralized loan underwriting. She volunteers as an AmeriCorps leadership team, Denver Botanic Gardens, Xcel Energy Park Clean up and more.

As the Vice President of Member Experience, Peter manages the Lending and Collections, Operations, IT/Systems and Marketing departments of Credit Union of the Rockies. His volunteer work includes teaching young students about personal finance, and as a Summit County Outreach volunteer he teaches core values of courage, discipline, and wisdom. Peter is a Purdue University Graduate.

Leah’s 16 years in credit unions has prepared her for her leadership journey. She has worked as a teller, a security officer, and the Director of Payment Services. Leah serves in a leadership role engaged in community volunteer work including financial literacy and many other fundraising initiatives.

Matt has worked in credit unions for the past 4 years as a supervisor. He is a licensed property and casualty insurance professional and volunteers for the Kiwains as its board President.

A CUNA Management School graduate and certified as a CUNA Branch Operations Professional, Gena has worked in many areas of credit union operations including IRAs, ACH, and collateral protection insurance. Gena has also worked as a branch manager and as a volunteer for Habitat for Humanity, the local Chamber and much more.

Victoria supervised a call center and now works in indirect lending. She has worked in many areas of the credit union including member services, lending, and as a teller.

Brian has served on the board of the Rocky Mountain Chapter of Credit Unions and is now its President. His work with LoDo District Community Development Committee and Habitat for Humanity is just the start of his volunteer work. Brian is an Area Manager for Ent Credit Union where he leads 6 branches.

Adele chaired the Colorado Leadership Development Committee of the Denver Area Chapter and now serves on the board. Adele Received the Emerging Leader of the Year from the Foundation. She has served Premier Members as a loan officer, a branch manager, and Assistant Vice President. Her volunteer work in JA, Food Bank of the Rockies, and Cares Colorado Shares underscores her commitment to the community.

Choua received the credit union’s top performer award and worked within the Humoug American community as a volunteer, and is an indirect lending professional at Partner Colorado Credit Union.

Lisett was named employee of the month and employee of the quarter at Alhambra Credit Union and now works at SunWest Federal Credit Union. She volunteers at Alhambra School District and is a member of the AYIN Steering Committee. Lisett is responsible for the teller line at the credit union and has 14 years of front line experience

Maggie served on the Denver Area Chapter Board as its President. She has worked in operations, IT and senior management.

Currently the CEO, Jeremy started the ELP as a Western CUNA Management graduate and a Foundation Emerging Leader winner. He started his work in credit unions as an information and technology professional and worked in many back-office capacities.

Adrianne has served as an Arizona Saves Board member, and is a dedicated advocate for CU4Kids. She started her work in credit unions as an administrative assistant and is now the Chief Human Resource Officer.