Member Spotlight

WHF is pleased to feature the WHF Member Spotlight. Each month we will feature a different WHF member.


  

Hometown
Terre Haute, Indiana

Fun Fact
My hometown of Terre Haute is in Vigo County which has correctly picked the winner in every presidential election since 1956 and all but two since 1892. Another fun fact – I served as a witness to a wedding where I did not know the bride, groom or presiding minister!

Describe your journey in the financial services industry and how your career has evolved to your current position. 
I have worked in the financial services industry for over 30 years.  I started as a bank teller at a local bank during the summers of my college years.  Upon graduation, I worked for 10 years at a large regional public accounting firm, Olive LLP, headquartered in Indianapolis, IN where I audited banks, thrifts, credit unions, mortgage companies and real estate partnerships. I moved to Washington, DC to serve in a fellowship with the Professional Standards & Services (PSS) division of the American Institute of CPA’s (AICPA). That was an interesting time – Enron failed, Worldcom failed, and the Sarbanes-Oxley Act of 2002 was passed which resulted in implementing many new regulations of course. In 2002, I returned to public accounting with Crowe and am currently in charge of the regulatory area of our national office and primarily focus on accounting and regulatory issues affecting financial institutions.

What do you love most about what you do? 
Very easy…the people.  I work with countless people within Crowe and interact with numerous colleagues at the standard-setters, regulatory agencies, trade associations and other public accounting firms.  I also have the opportunity to speak at several conferences and thoroughly enjoy connecting with people in the public accounting and financial services industries.

Hobby(ies)? 
Washington Nationals baseball (2019 World Champions), Indiana University basketball (1987 NCAA Champions), pugs, exercising, reading and wine

How long have you been a member of WHF? 
20 years! I was introduced to WHF by Peter Kravitz who was part of the AICPA Government Affairs team and long-serving WHF Board Member.

Please describe your involvement with WHF.  
I joined WHF in 1999. I found the public policy luncheons and receptions outstanding. I have met so many amazing members during my time as a WHF member. I volunteered through WHF for EVEN/MELD which taught financial literary to single young mothers. It was an amazing experience. I served as Treasurer on the WHF Board from 2005 to 2009 following in Bert Ely’s shoes. Faith Schwartz asked me to join the WHF Foundation Board where I served as President from 2009 to2011. It was during the financial crisis and we navigated some rough waters. I then served as Secretary from 2011 to 2013 and moved to serving as Treasurer, my current position.

What have you gained from being a member?  
Interacting with other members at public policy luncheons and networking events has been a valuable learning experience over the years.  Serving on the WHF and WHF Foundation Boards has impressed upon me that diversity in experiences and opinions ultimately leads to the best path forward. 

How do you make the best use of your day? (think techniques to enhance productivity, time management, time out, meditation/prayer, etc.)  
As I’m closing down my computer each evening, I take a few minutes and write down the three most important things I need to focus on the next day on a post-it note and stick it to my laptop so I can hit the ground running each morning.  Some days I get all three done…some days none…but it keeps me focused!

Who or what inspires you?
 
The people we hire directly from college inspire me the most.  Their youthful ambition and unrelenting eagerness to learn challenge me to do the same each and every day.  Our new people make me better and I am committed to do whatever I can to make them better too!

What is the best advice you have ever received?
Although it can be extremely difficult at times given short-term pressures, never sacrifice what is best for the long-term.  This doesn’t apply just to work, but to life itself.

Who do you look up to the most and why?  
Rick Ueltschy, my long-time mentor at Crowe, because he always made time for me and encouraged me to think big and beyond the day-to-day.  He also gave me the advice I noted in question 13!

 

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April 2020 - Donna Howell, SVP, Customer Success, Ampcus

March 2020 - Julia Tishman, Director, Federal Government Relations, TIAA

February 2020 - Tim McTaggart, General Counsel, Forethought Advisors LLC & Partner, McTaggart Law Office 

January 2020 - Elizabeth M. Young LaBerge, Senior Regulatory Compliance Counsel at the National Association of Federally-Insured Credit Unions (NAFCU)

November 2019 - Peggy Twohig, Assistant Director for Supervision Policy, Consumer Financial Protection Bureau 

October 2019 - Peter Judge, Manager of Government Relations, Crowe LLP

September 2019 - Kris Kully, Partner, Mayer Brown 

July 2019 - Kristin McGovern, Managing Director, Fannie Mae

June 2019 - Jenny Menna, Senior Vice President, Business Security Solutions, U.S. Bank

May 2019 - Nancy Weissgold, Partner and Co-Leader of the Consumer Finance Team, Alston & Bird, LLP

April 2019 - Chastity Abrom, Mortgage-Backed Securities Specialist, Ginnie Mae, Office of Securities Operations

March 2019 - Gisele Roget, Deputy Assistant Secretary for Single Family Housing, Federal Housing Administration

February 2019 - Monda Raquel Webb, Consultant, Monda Media LLC 

January 2019 - Jonice Gray Tucker, Partner, Buckley Sandler LLP 

December 2018 - Alma Angotti, Navigant, Managing Director, Co-Head of Global Investigations and Compliance

November 2018 - Michele Lieber, President, BluePoint DC

October 2018 - Dionne Joemah, Deputy General Counsel, District of Columbia Department of Housing and Community Development

September 2018 - Lindsey Johnson, President, U.S. Mortgage Insurers (USMI)

August 2018 - Bernadette Kogler, Co-founder & CEO, RiskSpan; Co-founder, SmartLink Lab

July 2018 - Lawrence Kaplan, Chair, Bank Regulatory Practice, Paul Hastings LLP

April 2018 - Dina Ellis Rochkind, Of Counsel, Paul Hastings LLP

March 2018 - Marti Tirinnanzi, President and CEO, Financial Standards, Inc.

February 2018 - Janis Smith, Board of Governors, National Housing Conference

November 2017 - Mary Pat Denney, Managing Director, Risk Initiative Vertical, The Oakleaf Group

September 2017 - Joanna Girardin Shapiro, Managing Director, Global Client Management, Bank of New York Mellon

July 2017 - Mary Martha Fortney, President, The Fortney Group

June 2017 - Kris Kully, Partner, Mayer Brown

May 2017 - Lee Ann Hoover, Financial Services Advisory and Compliance, Navigant Inc.

April 2017 - Faith Arnold Schwartz, Chairman, HLP, Principal, HFSS, LLC, Advisor to Accenture Credit Services

March 2017 - Debbie Matz, Board Member, Mutual of Omaha Bank; Advisory Board OpenDoor Trading LLP