Credit Union Association of Colorado
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Credit Union Association of Colorado Employees
Employee
Years
Job
Industry
Karen Morgan Karen Morgan's Credit Union Association of Colorado Experience September 2005 - July 2009
Job President/Principal at Morgan Consulting Group
Industry Financial Services
Experience
Morgan Consulting Group August 2009 - Present
oFlows Incorporated September 2009 - December 2009
Credit Union Association of Colorado September 2005 - July 2009
Norlarco Credit Union 2000 - 2005
Health Systems Management/HSI Health Plans 1992 - 1999
United Way of Larimer County 1979 - 1990
Peak Health Plan 1984 - 1988
Peak Health Plan 1984 - 1988
Peak Health Plan 1984 - 1988
Peak Health Plan 1984 - 1988
Skills
Credit Unions, Loans, Mortgage Lending, Credit Analysis, Consumer Lending, Finance, Financial Education, Risk Management, Financial Risk, Marketing, Leadership, Credit, Executive Management, Portfolio Management, Budgets, Process Improvement, Training, Banking, Investments, Financial Services, Loan Origination, Underwriting, Refinance, Commercial Lending, Financial Analysis, Financial Institutions, Mergers & Acquisitions, Small Business, Small Business Lending, Strategic Financial..., Insurance, Strategic Planning, Financial Advisory, Public Relations, Business Development, Strategy, Employee Benefits, Cash Management
Education
Colorado State University 1974 — 1977
BA, Broadcasting/Public Relations/Business
Morgan Consulting Group August 2009 - Present
oFlows Incorporated September 2009 - December 2009
Credit Union Association of Colorado September 2005 - July 2009
Norlarco Credit Union 2000 - 2005
Health Systems Management/HSI Health Plans 1992 - 1999
United Way of Larimer County 1979 - 1990
Peak Health Plan 1984 - 1988
Peak Health Plan 1984 - 1988
Peak Health Plan 1984 - 1988
Peak Health Plan 1984 - 1988
Skills
Credit Unions, Loans, Mortgage Lending, Credit Analysis, Consumer Lending, Finance, Financial Education, Risk Management, Financial Risk, Marketing, Leadership, Credit, Executive Management, Portfolio Management, Budgets, Process Improvement, Training, Banking, Investments, Financial Services, Loan Origination, Underwriting, Refinance, Commercial Lending, Financial Analysis, Financial Institutions, Mergers & Acquisitions, Small Business, Small Business Lending, Strategic Financial..., Insurance, Strategic Planning, Financial Advisory, Public Relations, Business Development, Strategy, Employee Benefits, Cash Management
Education
Colorado State University 1974 — 1977
BA, Broadcasting/Public Relations/Business
Andrew (Drew) Guthrie Andrew (Drew) Guthrie's Credit Union Association of Colorado Experience May 2008 - January 2011
Job Chief Operating Officer at The FoolProof Initiative
Industry Financial Services
Experience
The FoolProof Initiative July 2013 - Present
Veritate LLC July 2011 - Present
Colorado Capital Bank January 2011 - July 2011
Credit Union Association of Colorado May 2008 - January 2011
Elevations Credit Union January 2000 - April 2008
U of C Federal Credit Union 2000 - 2008
Skills
Risk Management, Banking, Compliance, Credit, Loans, Auditing, Training, Mortgage Lending, Finance, Management, Financial Literacy..., Credit Unions, Strategic Planning, Consumer Lending, Cash Management, Coaching, Executive Management
Education
Keller Graduate School of Management 2004 — 2007
MBA, Project Management
University of Colorado Boulder 1997 — 2002
BA, Communications
The FoolProof Initiative July 2013 - Present
Veritate LLC July 2011 - Present
Colorado Capital Bank January 2011 - July 2011
Credit Union Association of Colorado May 2008 - January 2011
Elevations Credit Union January 2000 - April 2008
U of C Federal Credit Union 2000 - 2008
Skills
Risk Management, Banking, Compliance, Credit, Loans, Auditing, Training, Mortgage Lending, Finance, Management, Financial Literacy..., Credit Unions, Strategic Planning, Consumer Lending, Cash Management, Coaching, Executive Management
Education
Keller Graduate School of Management 2004 — 2007
MBA, Project Management
University of Colorado Boulder 1997 — 2002
BA, Communications
Margaret Williams, CUCE Margaret Williams, CUCE's Credit Union Association of Colorado Experience 1992 - 1994
Job BSA Compliance Officer at Colorado National Bancorp
Industry Banking
Experience
Colorado National Bancorp June 2015 - Present
Leaders in Compliance Management Financial Analysis in Greater Denver Area 2012 - Present
Premier Bank USA January 2014 - June 2015
White Crown Federal Credit Union September 2012 - September 2013
Performance Benefits, Inc. July 2010 - June 2011
Space Age Federal Credit Union August 2006 - July 2010
Arapahoe Credit Union May 1994 - July 2006
Credit Union Association of Colorado 1992 - 1994
KETS 1989 - 1991
Skills
Banking Law, Bank Secrecy Act, Reg E, FinCEN, Credit Unions, Banking, Leadership, Management, Access, Training, Finance, USA PATRIOT Act, Strategic Planning, Program Management, Loans, Budgets, Marketing, Financial Analysis
Education
Rockhurst University 1977 — 1981
BS/BA, MANAGEMENT
Cardinal Mooney High School 1973 — 1977
Diploma, Preparatory and Advanced High School/Secondary Diploma Program
Colorado National Bancorp June 2015 - Present
Leaders in Compliance Management Financial Analysis in Greater Denver Area 2012 - Present
Premier Bank USA January 2014 - June 2015
White Crown Federal Credit Union September 2012 - September 2013
Performance Benefits, Inc. July 2010 - June 2011
Space Age Federal Credit Union August 2006 - July 2010
Arapahoe Credit Union May 1994 - July 2006
Credit Union Association of Colorado 1992 - 1994
KETS 1989 - 1991
Skills
Banking Law, Bank Secrecy Act, Reg E, FinCEN, Credit Unions, Banking, Leadership, Management, Access, Training, Finance, USA PATRIOT Act, Strategic Planning, Program Management, Loans, Budgets, Marketing, Financial Analysis
Education
Rockhurst University 1977 — 1981
BS/BA, MANAGEMENT
Cardinal Mooney High School 1973 — 1977
Diploma, Preparatory and Advanced High School/Secondary Diploma Program
Dan Finerty, CUDE Dan Finerty, CUDE's Credit Union Association of Colorado Experience September 2005 - July 2011
Job Director of Marketing at Mountain West Credit Union Association
Industry Marketing and Advertising
Experience
Mountain West Credit Union Association July 2011 - Present
Credit Union Association of Colorado September 2005 - July 2011
Credit Union Strategic Partners September 2005 - July 2011
McClain Finlon Advertising 2002 - 2005
Skills
Advertising, Marketing Communications, Marketing Strategy, Social Media Marketing, Budgets, Executive Management, Lead Generation, Copywriting, Strategic Planning, Management, Marketing, Public Relations, Email Marketing, Creative Writing, Business Development, Direct Marketing, Marketing Management, Strategy, Project Management, Integrated Marketing, New Business Development, Online Marketing
Education
Metropolitan State University of Denver
Bachelor’s Degree, Marketing
Metropolitan State University of Denver
Bachelor’s Degree, Management
Mountain West Credit Union Association July 2011 - Present
Credit Union Association of Colorado September 2005 - July 2011
Credit Union Strategic Partners September 2005 - July 2011
McClain Finlon Advertising 2002 - 2005
Skills
Advertising, Marketing Communications, Marketing Strategy, Social Media Marketing, Budgets, Executive Management, Lead Generation, Copywriting, Strategic Planning, Management, Marketing, Public Relations, Email Marketing, Creative Writing, Business Development, Direct Marketing, Marketing Management, Strategy, Project Management, Integrated Marketing, New Business Development, Online Marketing
Education
Metropolitan State University of Denver
Bachelor’s Degree, Marketing
Metropolitan State University of Denver
Bachelor’s Degree, Management
Rachel George Rachel George's Credit Union Association of Colorado Experience September 2009 - November 2009
Job Strategic Communications
Industry Public Relations and Communications
Experience
RBG Communications LLC March 2014 - Present
Pure Brand Communications July 2013 - March 2014
U.S. House of Representatives August 2010 - July 2013
Jane Norton for Colorado June 2010 - August 2010
Colorado State Senate December 2009 - June 2010
Credit Union Association of Colorado September 2009 - November 2009
Face The State February 2008 - August 2009
Skills
Media Relations, Public Relations, Crisis Communications, Press Releases, Social Media, Strategic Communications, Editing, Blogging, Copywriting, Speech Writing, Journalism, Internal Communications, Public Speaking, Social Media Marketing, Corporate Communications, Copy Editing, Marketing Communications, Event Planning, Newsletters, Facebook, Grassroots Organizing, Legislative Relations, Political Consulting, Political Campaigns, Politics, Public Policy, Fundraising, Nonprofits
Education
University of Colorado at Boulder 2003 — 2007
B.A., Communication, Journalism, and Related Programs
The Hebrew University 2006 — 2006
RBG Communications LLC March 2014 - Present
Pure Brand Communications July 2013 - March 2014
U.S. House of Representatives August 2010 - July 2013
Jane Norton for Colorado June 2010 - August 2010
Colorado State Senate December 2009 - June 2010
Credit Union Association of Colorado September 2009 - November 2009
Face The State February 2008 - August 2009
Skills
Media Relations, Public Relations, Crisis Communications, Press Releases, Social Media, Strategic Communications, Editing, Blogging, Copywriting, Speech Writing, Journalism, Internal Communications, Public Speaking, Social Media Marketing, Corporate Communications, Copy Editing, Marketing Communications, Event Planning, Newsletters, Facebook, Grassroots Organizing, Legislative Relations, Political Consulting, Political Campaigns, Politics, Public Policy, Fundraising, Nonprofits
Education
University of Colorado at Boulder 2003 — 2007
B.A., Communication, Journalism, and Related Programs
The Hebrew University 2006 — 2006
Javier Badell Javier Badell's Credit Union Association of Colorado Experience January 2006 - December 2008
Job Art Director at blue onion
Industry Graphic Design
Experience
blue onion July 2014 - Present
Badell Design 2011 - Present
Amelie Company Advertising & PR February 2009 - May 2011
Credit Union Association of Colorado January 2006 - December 2008
Skills
Brochures, Adobe Creative Suite, Art Direction, Newsletters, Logo Design, Integrated Marketing, Public Relations, Social Media Marketing, Packaging, Graphics, Illustrator, Digital Marketing, Email Marketing, Creative Direction, Illustration, Posters, Web Design
Education
Colorado State University 2001 — 2004
BFA, Concentration in Graphic Design
Colegio Claret
blue onion July 2014 - Present
Badell Design 2011 - Present
Amelie Company Advertising & PR February 2009 - May 2011
Credit Union Association of Colorado January 2006 - December 2008
Skills
Brochures, Adobe Creative Suite, Art Direction, Newsletters, Logo Design, Integrated Marketing, Public Relations, Social Media Marketing, Packaging, Graphics, Illustrator, Digital Marketing, Email Marketing, Creative Direction, Illustration, Posters, Web Design
Education
Colorado State University 2001 — 2004
BFA, Concentration in Graphic Design
Colegio Claret
Chris Bokovitz Chris Bokovitz's Credit Union Association of Colorado Experience April 2007 - April 2008
Job Vice President of Sales and Service at Coors Credit Union
Industry Financial Services
Experience
Coors Credit Union November 2012 - Present
WyHy Federal Credit Union January 2009 - November 2012
PSCU April 2008 - January 2009
Credit Union Association of Colorado April 2007 - April 2008
Norlarco Credit Union 2002 - 2007
Norlarco Credit Union/Public Service Credit Union 2002 - 2007
Skills
Loans, Banking, Financial Analysis, Credit, Budgets, Accounting, Strategic Planning, Mortgage Lending, Consumer Lending, Finance, Customer Service, Risk Management, Credit Analysis, Executive Management, Financial Services, Leadership, Management, Team Building
Education
Colorado State University 1997 — 2000
Bachelor's of Science in Business Administration, Computer Information Systems
Brunswick High School 1993 — 1997
Coors Credit Union November 2012 - Present
WyHy Federal Credit Union January 2009 - November 2012
PSCU April 2008 - January 2009
Credit Union Association of Colorado April 2007 - April 2008
Norlarco Credit Union 2002 - 2007
Norlarco Credit Union/Public Service Credit Union 2002 - 2007
Skills
Loans, Banking, Financial Analysis, Credit, Budgets, Accounting, Strategic Planning, Mortgage Lending, Consumer Lending, Finance, Customer Service, Risk Management, Credit Analysis, Executive Management, Financial Services, Leadership, Management, Team Building
Education
Colorado State University 1997 — 2000
Bachelor's of Science in Business Administration, Computer Information Systems
Brunswick High School 1993 — 1997
Jeff Dunkle's Credit Union Association of Colorado Experience May 1996 - February 2001
Job Systems Analyst at Suncorp Corporate FCU
Industry Financial Services
Experience
Alloya Corporate Federal Credit Union May 1996 - Present
Credit Union Association of Colorado May 1996 - February 2001
Society for Mining Metallurgy and Exploration March 1993 - April 1996
Skills
Project Management, System Administration, Process Improvement, Troubleshooting, Call Center, Microsoft Office, Strategic Planning, New Business Development, Microsoft SQL Server, IT Strategy, Banking, Call Centers, Risk Management, Disaster Recovery, Vendor Management, Business Analysis, Business Process..., Visio, SQL, Data Warehousing, Servers, Software Documentation, Microsoft Exchange, Change Management, IT Management, Firewalls, VPN, VMware, Cisco Technologies, Requirements Gathering, Business Continuity, Testing, Active Directory, Financial Risk, Data Center, Databases, Windows Server, Network Administration, DNS, WAN, Credit Analysis, Access
Education
Red Rocks Community College 1999 — 1999
Barnes Business College 1990 — 1992
Associate's degree, Computer Information Systems/Accounting
Alloya Corporate Federal Credit Union May 1996 - Present
Credit Union Association of Colorado May 1996 - February 2001
Society for Mining Metallurgy and Exploration March 1993 - April 1996
Skills
Project Management, System Administration, Process Improvement, Troubleshooting, Call Center, Microsoft Office, Strategic Planning, New Business Development, Microsoft SQL Server, IT Strategy, Banking, Call Centers, Risk Management, Disaster Recovery, Vendor Management, Business Analysis, Business Process..., Visio, SQL, Data Warehousing, Servers, Software Documentation, Microsoft Exchange, Change Management, IT Management, Firewalls, VPN, VMware, Cisco Technologies, Requirements Gathering, Business Continuity, Testing, Active Directory, Financial Risk, Data Center, Databases, Windows Server, Network Administration, DNS, WAN, Credit Analysis, Access
Education
Red Rocks Community College 1999 — 1999
Barnes Business College 1990 — 1992
Associate's degree, Computer Information Systems/Accounting
Richard Mohr's Credit Union Association of Colorado Experience April 2005 - February 2009
Job Talent Solutions Team Leader Sales at Center for Talent Solutions (CTS)
Industry Human Resources
Experience
Center for Talent Solutions (CTS) May 2013 - Present
Touchbase November 2011 - February 2013
Agility Recovery Solutions December 2010 - November 2011
Credit Union Resource Group October 2009 - October 2010
Credit Union Association of Colorado April 2005 - February 2009
The Publishing House 2003 - 2005
Bespoke Technologies 2002 - 2003
IKON Office Solutions 2001 - 2003
U of C Federal Credit Union 1997 - 2000
Rocky Mountain Law Enforcement FCU 1992 - 1997
Skills
Loans, Marketing Management, Cash Management, Marketing, Business Development, Contract Negotiation, New Business..., Customer Service, Solution Selling, Salesforce.com, Selling, Lead Generation, Strategy, New Business Development, Account Management, SaaS, B2B software, Sales Management, Managed Services, Telecommunications, Direct Sales, Strategic Planning, CRM, Management, Disaster Recovery, Executive Management, Advertising, Leadership, Sales Process, Sales, Strategic Partnerships, B2B, Sales Operations, Sales Presentations, Cold Calling, Business Strategy, Budgets, Team Building
Education
Regis University 2007 — 2009
MBA, Business
Western CUNA Management School 1996 — 1999
Colorado State University 1988 — 1992
BS, Business Administration
George Washington High School 1985 — 1988
Center for Talent Solutions (CTS) May 2013 - Present
Touchbase November 2011 - February 2013
Agility Recovery Solutions December 2010 - November 2011
Credit Union Resource Group October 2009 - October 2010
Credit Union Association of Colorado April 2005 - February 2009
The Publishing House 2003 - 2005
Bespoke Technologies 2002 - 2003
IKON Office Solutions 2001 - 2003
U of C Federal Credit Union 1997 - 2000
Rocky Mountain Law Enforcement FCU 1992 - 1997
Skills
Loans, Marketing Management, Cash Management, Marketing, Business Development, Contract Negotiation, New Business..., Customer Service, Solution Selling, Salesforce.com, Selling, Lead Generation, Strategy, New Business Development, Account Management, SaaS, B2B software, Sales Management, Managed Services, Telecommunications, Direct Sales, Strategic Planning, CRM, Management, Disaster Recovery, Executive Management, Advertising, Leadership, Sales Process, Sales, Strategic Partnerships, B2B, Sales Operations, Sales Presentations, Cold Calling, Business Strategy, Budgets, Team Building
Education
Regis University 2007 — 2009
MBA, Business
Western CUNA Management School 1996 — 1999
Colorado State University 1988 — 1992
BS, Business Administration
George Washington High School 1985 — 1988
Courtney (Staatz) O'Dell's Credit Union Association of Colorado Experience October 2007 - January 2011
Job Owner, Editor at Sweet C's Designs
Industry Government Relations
Experience
Sweet C's Designs February 2010 - Present
Credit Union Association of Colorado October 2007 - January 2011
U.S. Senate July 2005 - October 2007
Skills
Fundraising, Community Outreach, Political Campaigns, Public Relations, Nonprofits, Public Policy, Politics, Banking, Grassroots Organizing, Legislative Relations, Political Science, photography, Commercial Photography, Recipe Development, Website Development, Social Media, Social Media Marketing, Freelance Writing, Freelance Photography, Crafts, Public Affairs, Public Speaking, Event Planning, Strategic Planning, Leadership, Management, Strategic Communications
Education
Colorado State University 2002 — 2005
B.A., Political Science
Rockhurst University 2000 — 2001
Political Science
Sweet C's Designs February 2010 - Present
Credit Union Association of Colorado October 2007 - January 2011
U.S. Senate July 2005 - October 2007
Skills
Fundraising, Community Outreach, Political Campaigns, Public Relations, Nonprofits, Public Policy, Politics, Banking, Grassroots Organizing, Legislative Relations, Political Science, photography, Commercial Photography, Recipe Development, Website Development, Social Media, Social Media Marketing, Freelance Writing, Freelance Photography, Crafts, Public Affairs, Public Speaking, Event Planning, Strategic Planning, Leadership, Management, Strategic Communications
Education
Colorado State University 2002 — 2005
B.A., Political Science
Rockhurst University 2000 — 2001
Political Science
Monica Panczer's Credit Union Association of Colorado Experience June 1997 - September 1999
Job at Monica Panczer Creative, LLC
Industry Graphic Design
Experience
Monica Panczer Creative, LLC November 2010 - Present
Colorado Association of Realtors September 1999 - October 2010
Credit Union Association of Colorado June 1997 - September 1999
Skills
Video, Graphic Design, Marketing, Social Media Marketing, Online Marketing, Sellers, Adobe Creative Suite, Marketing Communications, Web Design, Email Marketing, Advertising, Social Networking, Referrals
Education
The University of Kansas 1990 — 1994
Business Communications
Monica Panczer Creative, LLC November 2010 - Present
Colorado Association of Realtors September 1999 - October 2010
Credit Union Association of Colorado June 1997 - September 1999
Skills
Video, Graphic Design, Marketing, Social Media Marketing, Online Marketing, Sellers, Adobe Creative Suite, Marketing Communications, Web Design, Email Marketing, Advertising, Social Networking, Referrals
Education
The University of Kansas 1990 — 1994
Business Communications
Amanda (McKnight) Martin's Credit Union Association of Colorado Experience 2000 - 2002
Job Graphic Designer at Nationwide Insurance
Industry Graphic Design
Experience
Nationwide Insurance December 2010 - Present
Nationwide 2008 - 2009
Nationwide Financial 2003 - 2006
Credit Union Association of Colorado 2000 - 2002
Skills
Visual Communication, Graphic Design, Print, Brochures, Posters, InDesign, Adobe Acrobat, Photoshop, Illustrator, Pre-press, Invitations, Flyers, Graphics, Adobe Creative Suite, Layout, Print Collateral, Corporate Identity, Production, Newsletters, Creative Direction, Logos, Banners, Typography, Mac, Marketing Materials, Publications, Collateral, Logo Design, Direct Mail, Art Direction
Education
University of Denver 1995 — 1999
Bachelor of Arts (B.A.), Graphic Design and English Literature
Nationwide Insurance December 2010 - Present
Nationwide 2008 - 2009
Nationwide Financial 2003 - 2006
Credit Union Association of Colorado 2000 - 2002
Skills
Visual Communication, Graphic Design, Print, Brochures, Posters, InDesign, Adobe Acrobat, Photoshop, Illustrator, Pre-press, Invitations, Flyers, Graphics, Adobe Creative Suite, Layout, Print Collateral, Corporate Identity, Production, Newsletters, Creative Direction, Logos, Banners, Typography, Mac, Marketing Materials, Publications, Collateral, Logo Design, Direct Mail, Art Direction
Education
University of Denver 1995 — 1999
Bachelor of Arts (B.A.), Graphic Design and English Literature
Duane Thayer's Credit Union Association of Colorado Experience 1988 - 1992
Job Experienced, handson IT Director or Sr. Manager
Industry Information Technology and Services
Experience
Visiting Nurse Association of Colorado 2007 - November 2010
TSYS iSolutions 2005 - 2007
Echostar Satellite LLC 1999 - 2005
Gonzales Consulting Services, Inc. 1995 - 1999
Resolution Trust Corporation 1992 - 1995
Credit Union Association of Colorado 1988 - 1992
FDIC 1985 - 1988
Education
Regis University 1994 — 1995
IT Management/Systems Engineering
University of Colorado Boulder - Leeds School of Business 1978 — 1982
BA - Finance, Economics, MIS
Colorado State University 1976 — 1978
Computer Science, Economics
Visiting Nurse Association of Colorado 2007 - November 2010
TSYS iSolutions 2005 - 2007
Echostar Satellite LLC 1999 - 2005
Gonzales Consulting Services, Inc. 1995 - 1999
Resolution Trust Corporation 1992 - 1995
Credit Union Association of Colorado 1988 - 1992
FDIC 1985 - 1988
Education
Regis University 1994 — 1995
IT Management/Systems Engineering
University of Colorado Boulder - Leeds School of Business 1978 — 1982
BA - Finance, Economics, MIS
Colorado State University 1976 — 1978
Computer Science, Economics