SVP at FORUM Credit Union and President of FORUM Solutions
Indianapolis, Indiana Area
SVP at FORUM Credit Union and President of FORUM Solutions
Indianapolis, Indiana Area
Co-founded FORUM Solutions as a wholly owned subsidiary of FORUM Credit Union in September 2000. Prior to that time I contributed to FORUM Credit Union's growth in a number of areas primarily with a lending and retail delivery focus. Led the credit union's nationally recognized lending program for several years.
FORUM Solutions serves two purposes. First, we are responsible for the technology at the credit union. This includes the technology that facilitates member service and enables teammates to achieve their goals. Second, we offer consulting and software solutions to other credit unions across the country.
FORUM Solutions consists of 20 talented and passionate teammates.
lending, retail delivery, technology, consulting, executive and board planning facilitation, speaker, trend watching, futurist, inventor
(Non-Profit; 201-500 employees; Banking industry)
July 1988 — Present (21 years 1 month)
Co-founded FORUM Solutions as a wholly owned subsidiary of FORUM Credit Union. FORUM Solutions serves two purposes. First, we are responsible for the technology at the credit union. This includes the technology that facilitates member service and enables teammates to achieve their goals. Second, we offer software and consulting solutions to other credit unions.
(Public Company; 10,001 or more employees; Retail industry)
1983 — 1988 (5 years)
Worked 30+ hours a week while attending college. Was in a self-directed position with inventory responsibilites that taught me the value of dedication and discipline.
(Public Company; 51-200 employees; Transportation/Trucking/Railroad industry)
January 1983 — December 1983 (1 year)
Applied decals on semi tractors and trailers. Worked at this job during high school.
MBA , Business , 1996 — 1998
BS , Business , 1984 — 1988
Worked at Sears while attaining undergraduate degree
credit unions, technology, lending, change, gadgets, youth baseball, Upward basketball, my daughter's art,
Indiana Credit Union League Board of Directors
Filene i3
Speak at four to ten state and national credit union events per year including CUES, CUNA and state leagues
2009 TechPoint Mira Award for Excellence in Corporate Information Technology
2008 inaugural Anderson University MBA Distinguished Alumnus of the Year
2008 Whos Who in America's Credit Unions
2008 February Gonzobanker of the month
2007 Indiana Credit Union League Emerging Leader
2006 CUES Rising 100
2004 CUNA Technology Best Practice Award for TAPS Lending
2004 CUES Technology Executive of the Year
2003 - 2006 Inagural Filene Research Institute i3 Member
2002 - ITCUA Technovation Award for the cretion of TAPS Internet Banking solution
2002 - CUNA Lending Council - Excellence in Lending
2000 - ITCUA Technovation Award for the invention of TAPS Lending