Steve brings a wealth of experience and a highly impressive track record of success as he spends his time-sharing stories, lessons learned and even a few dreams with financial services professionals around the country as an emcee, keynote speaker, coach and consultant.  Steve is a proud Air Force veteran and has enjoyed a 30+ year journey serving members in the credit union industry.  Most recently, Steve served as a Senior Vice President, Member Service Experience at the $29 billion dollar, SchoolsFirst Federal Credit Union and prior to that, he served as the Chief Retail Officer at Schools Financial Credit Union. He has also held senior roles in the Sales & Service, Branch Operations, and Training and Development arenas. Steve is a past member and Chair of CUNA’s Operations/Member Experience Executive Council and was awarded CUNA Council’s Operations & Member Experience ‘Professional of the Year’ in 2017.  Steve holds a Master of Arts Degree in Organizational Leadership from Chapman University. 

​​Mia Perez is the Chief Administrative Officer at Coastal Credit Union where she leads people operations, marketing, PR, and learning + development. She is the past Chair of the Credit Union National Association’s Marketing & Business Development Council Executive Committee. In 2016, Mia was named as a Woman to Watch by the Credit Union Times and as a Credit Union Rock Star by Credit Union Magazine. She received her bachelor’s degree in public relations from Tulane University, a master’s degree in Leadership + Human Resource Development from LSU and is a graduate of CUNA Marketing +BD School where she is currently an instructor. She is a certified Senior Professional by the Society of HR Management (SHRM-SCP) and earned her PMP certification from PMI. 

Mia is host of the Leadership Experiment with Royce and Mia podcast. Listen on iTunes or anywhere else you get your podcasts or visit www.royceandmia.com.

Have been working with credit unions for the last 20 years. Currently oversees the Member Contact Center, Virtual Services and Member Relations Support at Oregon Community Credit Union. Active in the community as a member of Rotary and serving on its board. Coach 2nd grade girls basketball and soccer. Love living in the Pacific Northwest and all that it has to offer to enjoy the outdoors.

Jenny Beer, MBA, is the Head of Presales for the Americas at Creatio, a no code CRM and workflow automation platform. Jenny began her career as a consultant, and for the last several years has been leading Creatio’s credit union vertical. Jenny’s passion for synthesizing business problems and designing technical solutions for non-technical users allows her to help customers find their unique solution on the Creatio platform. Her goal is to empower citizen developers to digitize and automate their member journey without code, so that every credit union can accelerate their digital transformation while maintaining the “secret sauce” that makes them invaluable to their members and communities. Jenny lives in Colorado, and when not designing no code solutions, she enjoys climbing and skiing with her family in the Rocky Mountains.

Marc S. Bloom is an experienced technology leader with expertise in systems architecture, integration, software development, quality assurance and project management. He is results-focused with an accomplished track record of success delivering business value thru innovation. His career includes roles at Hewlett-Packard, Capital One, HCA Healthcare, and Philip Morris. Marc holds TOGAF Architecture, SAFe, Scrum Alliance, and ITIL technical certifications. He has earned Master’s degrees from Virginia Commonwealth and George Washington Universities, and a Bachelor’s degree in business from James Madison University.

Derek Boczenowski is the SVP of IT Audit at Compass IT Compliance. Derek has over 20 years of IT experience across various vertical markets, including financial services, higher education, and state/local government. Prior to joining Compass IT Compliance, Derek was the VP of Technology for a credit union in Massachusetts with approximately $700M in assets under management. Derek holds an MBA in Technology Management and several industry-leading certifications, such as Certified Information Systems Auditor (CISA), Qualified Security Assessor (QSA), Certified Information Security Manager (CISM), and Certified Data Privacy Solutions Engineer (CDPSE). He collaborates with clients of all sizes and industries to identify gaps in their IT security strategies and provide effective solutions to mitigate overall risk.

Wendy Cleveland is the Executive Vice President and Chief Operations Officer at Sound Credit Union ($3B) in Tacoma, Washington. Wendy has 30 years of credit union experience, having served at six different credit unions of various sizes. A long-standing supporter of Councils, Wendy is a member of the Executive Committee and Chair of the Conference Committee for the Operations and Member Experience Council. Wendy has a Masters in Business Administration and is a Certified Marketing Executive and Certified Chief Executive. Wendys personal mission is to make a difference every day in the lives of others. As such, she is not only passionate about credit unions, she is committed to community involvement. She is currently Treasurer of Friends of the Children-Tacoma and past Chair of South Sound Together. In her spare time, Wendy and her husband are found playing with their furkids or grandkids, and traveling to warm, sunny locales.

With over 20 years of credit union leadership, Sara DeLance led retail and wealth management services at a $730M Vermont credit union. To fuel the desire to help credit unions succeed, Sara founded Digital Transformation Consulting, focusing on delivering strategic advice and technological solutions aligning digital growth with the evolving member experience. Leaning on Saras real-world expertise, she aims to build credit unions management and growth, technology adoption, and digital transformation. Sara is a certified Credit Union Development Educator and has been recognized with the Vermont Rising Star award and nationally by Vice President Pence at the CUNA Governmental Affairs Conference. Sara has held various leadership roles at community, state, and national levels, supporting young professionals, Parent-Child Centers, and the March of Dimes foundation.

Adam Denbo has worked in the Credit Union industry for over 27 years in various positions at Wescom CU, Orange Countys CU, and as CEO of California Agribusiness CU. He has worked with Samaha  Associates for over 13 years as Managing Consultant. Adam holds BS and MBA Degrees from Cal Poly, Pomona. He is a 2002 Graduate of Western CUNA Management School and has completed the CUES Advanced CEO Leadership Institute at Harvard. Adam was published in the journal of International Information Management Association for his development of the CURT Model (Credit Union Return on Technology). He has served on three Credit Union Service Organization (CUSO) boards and multiple league committees. Adam has led numerous core conversions from and to various core platforms as a credit union employee and since working at Samaha. He enjoys traveling all over the U.S. helping credit unions enhance their technology.

Wendie began at Horizon Credit Union in 2019 as the Director of Payment and Support Services. She oversees all things payments and is a dynamic leader within the organization. Before joining Horizon, Wendie served at Numerica Credit Union for 18 years, starting as a loan officer and working her way up to Assistant Vice President of Loan Administration. From 2014 to 2019, Wendie served as the Northwest Credit Union Association Spokane Chapter President, actively promoting credit union philosophy throughout the Northwest. In 2015, Wendie graduated from the Western CUNA Management School with high honors, and in 2019 earned her MBA from Western Governors University. Wendie is driven by a belief in leadership through example. She focuses on creating efficiency and spearheads projects with exceptional skill. At Horizon, Wendie has been instrumental in developing payment automation and creating comprehensive strategies to provide members with the payment solutions they want and need.  

With over 15 years of leadership experience in financial operations and member service, Adrienne Fischer has a wealth of expertise to share. She has a proven track record of developing successful business strategies that enhance efficiency and service quality. Adriennes exceptional communication and organizational skills have been key in building productive relationships with supporting departments. As a Six Sigma Black Belt, she specializes in process optimization, bringing a data-driven approach to organizational excellence. In her current role as VP - Director of Contact Center at STCU, Adrienne leads the development and execution of a holistic business strategy for the Contact Center division. Her efforts have resulted in an outstanding employee engagement score of 88% through strategic programs fostering a positive workplace culture and tailored career paths for team members.

Brett has been with Skyla Credit Union (fka Charlotte Metro CU) since summer 2021.  He joined Skyla as SVP of Finance, transitioning into the CFO role mid-2023.  Prior to joining Skyla, he worked at a large credit union in a Finance/ALM capacity for 5yrs in addition to working with NCUA as a Principal Examiner.  Brett is an active member of ACUs Finance Council Executive Committee, serving as Chair for the Forum Committee and Vice Chair for the Conference Committee. Brett received his Bachelor of Science from N.C. State University and Masters in Business Administration from the University of North Carolina-Charlotte.  Brett is a Chartered Financial Analyst. 

Adam is responsible for Credit Union customer relationships with AWS across the United States. His team works with CUs and industry partners to accelerate member value through cloud-native solutions. With 20 years of industry experience, Adam is a trusted advisor to customers seeking to transform across the financial services value chain. Adam has led transformations within some of the largest financial institutions in the US. He has also held leadership positions as a Registered Principal at GE Capital’s Annuity and Insurance businesses. Adam serves on the board of the Richmond, Virginia Technology Council, and is the President of the Richmond Triathlon Club.

Jason Ford is the President and CEO of Harvester Financial Credit Union, bringing with him 31 years of experience in the banking industry, with the last 16 years dedicated to credit unions. Jason holds a bachelors degree in Business Administration from Indiana Wesleyan University. A Certified Credit Union Executive (CCUE), Jason graduated from the CUNA Management School in 2013, where he was elected Vice-President of his class. He returned to CMS in 2014 as a Graduate Assistant to volunteer his time and share his expertise. Additionally, he is a Certified Compliance Officer (NCCO). Jason was recently elected to the Board of Directors of the Indiana Credit Union League. He also serves on the Executive Committee for Americas Credit Unions Operations and Member Experience (OME) Council. Jason has been married for 31 years and is a proud father of three adult children.

In his role as an engagement manager, Ryan is responsible for building and maintaining the client relationship throughout the multiple phases of  an engagement. He leads and manages strategy development, content creation and program delivery for his clients in a variety of industries.

Prior to his role as an engagement manager, Ryan was a training manager with Disney Vacation Club, supporting the development and deployment of sales training for Aulani, A Disney Resort & Spa and the Disneyland Resort®. Ryan has also worked as the operations and logistics manager for Disney Institute in the West Coast and international regions. In this role, he oversaw the day-to-day logistics at the Disneyland® Resort, and ensured programs were seamlessly executed internationally.

Additionally at Disney, Ryan has two decades of experience in operational leadership roles at the Disneyland® Resort. He was a project logistics manager for the resort and handled the day-to-day scheduling and vetting of project plans to ensure minimal guest and cast impacts. He also worked as a guest service manager at the Disneyland® Resort and supported various lines of businesses, including recreation, bell services and valet services.

Ryan has a bachelor’s degree in marketing from California State University, Fresno. He is also a Gold Spirit of Disneyland® Resort Award Recipient, a prestigious honor for cast members who demonstrate excellence in their roles

Jen Golbeck is a computer scientist and a Professor at the University of Maryland. She has degrees in economics, computer science, and psychology from the University of Chicago and Harvard, and PhD in computer science from the University of Maryland. Her research focuses on artificial intelligence, social media, and malicious online behavior. She frequently appears on NPR, MSNBC, and is the author of The Purest Bond: Understanding the Human-Canine Connection

Tamanna Kottwani is the Head of Product Management at Clutch, a high-growth fintech startup backed by Andreessen Horowitz, CMFG Ventures, and Curql, focused on transforming credit unions into fintech leaders.

At Clutch, Tamanna leads product strategy and development, overseeing the product and design teams.

Prior to Clutch, Tamanna held leadership roles at Instacart and Microsoft/Yammer. She began her career at Texas Instruments, where she supported Fortune 100 companies with their digital transformation efforts across automotive, industrial, and consumer verticals. In addition to her MBA from Wharton, Tamanna has a proven track record of building consumer-grade products for enterprises at scale and driving innovation.

Currently based in San Francisco, Tamanna enjoys traveling, sunrise hikes, and catching up on Bollywood movies. Outside of her operating role, she mentors entrepreneurs and SMB owners, helping them grow their businesses and careers.

Nicki leads the Relationship Management organization at Member Access Processing. She has been in the Financial Services industry for 23 years, spending the last 13 years in Payments. She has been recognized as a Thought Leader in Payments Processing, specializing in strategies for card portfolio management including technology, brand optimization, and growth/risk. Her experience spans across the globe, from international Banks to community size Credit Unions. She resides in in St. George, Utah with her husband and outside of work enjoys visiting National Parks and mentoring in the community.

Mahesh Marepalli is a Vice President heading the Artificial Intelligence department and developing analytics competency in Affinity Plus FCU to build a data driven organization. He has over 20 years of executive experience at BIG 4 consulting firms leading successful AI and BI implementations as well as large-scale Financial Transformation at several FORTUNE 500 organizations. His experience centers on assisting clients with aligning strategy, technology and organization to streamline processes, reduce costs and achieve competitive advantage. Some of Dr. Marepallis accomplishments include:  Delivered multiple TRADE MARKED and patentable innovative solutions in AI and advanced analytics space Led multiple Artificial Intelligence, Machine learning, big data  advanced analytics projects across several industry verticals including Financial Services, Healthcare and Hi-Tech.  Mahesh Marepalli holds a Ph.D. in Computer Science from Indian Institute of Technology (IIT),Delhi, India

After receiving his MBA from Brigham Young University, Sean Morrison worked for two of the most well-respected HR companies in the world. His experience at P&G and PepsiCo solidified in him what great HR looks and feels like and gave him his first experience in executive leadership. Sean left PepsiCo to become the Head of HR for Guckenheimer, where he transformed the HR team and began building a world class HR organization. Guckenheimer was acquired by one of the largest facilities services companies in the world and after helping with the acquisition Sean moved to a global non-profit, supporting 5500 employees globally and thousands of volunteers. Sean is now the Vice President of HR at Mountain America Credit Union, one of the fastest growing credit unions in the United States.

Colleen Pitmon brings over 15 years of dedicated experience in the Credit Union industry, all of which have been with MSU Federal Credit Union. Beginning her career as a call center agent, Colleen has progressed through leadership roles in digital services and branch operations. Currently serving as Vice President of the Call Center, Colleen oversees MSUFCUs member service call center which handles more than 750,000 calls annually. She also is responsible for the Video Services team, which supports member interactions through ITM machines and Video Chat. Additionally, Colleens team leads the organization-wide knowledge management program. A proud Spartan Alum, Colleen enjoys working for an organization that bleeds green and white. Outside of her work,  she loves rooting for the Spartan basketball team with her husband, Shane, and enjoys running and triathlon as her hobbies.

Dave has been leading the advancement of remote member service at UW Credit Union for eight years. His work includes guiding a transition from an on-prem phone system owned by IT, to a Contact Center as a Service platform owned within his member service team. His passion for customer/member experience began as a Badger, studying Consumer Science  Behavior at UW-Madison. Prior to supporting UW Credit Union in their growth to $5B and beyond, Daves journey included leadership of North American contact center and technology operations with Kimberly-Clark and Kelloggs. Dave serves as a member of Americas Credit Unions Ops  MX Member Resources Committee, and as a member of the UW E-Business Consortiums Future of Contact Center Steering Committee.

Pat Reetz, Chief Product  Marketing Officer at LinkLive, brings over two decades of expertise in shaping transformative communication strategies. With a rich background in senior leadership roles at LinkLive, Fiserv, BMO Financial Group, and Merrill Lynch, Pat has consistently driven growth by managing business development, marketing, and product management functions. LinkLive, the leading all-in-one, AI-enabled communications platform trusted by the worlds most highly secure organizations, stands out with modern, native features, serving over 1,100 clients. Pats visionary approach securely connects organizations with their end users, fostering trust through cutting-edge solutions, and shaping the future of digital communications.

2nd year with TruStageTM,  Brianda brings significant experience helping organizations with legal and regulatory issues including vendor management, employment practices, disaster recovery and business continuity, and cybersecurity compliance. Licensed in Kentucky, Brianda previously served as compliance attorney for a nearly $2 billion asset-sized credit union. She has a Bachelor of Arts degree in Sociology from Loyola Marymount University and Juris Doctorate from Vermont Law School. 

Linda Rossi is currently President  Chief Executive Officer of $1.3 billion+ Ventura County Credit Union, the largest and oldest financial cooperative headquartered in Ventura County. Born and raised in San Diego, CA, Lindas career in the credit union industry began about thirty years ago with her first post-college position in the marketing department of California Coast Credit Union. Her career landed her at one more San Diego credit union prior to making a move 180 miles north to Ventura County to join the executive team at VCCU in 2011, where she spent nine years as Chief Administrative Officer prior to being named CEO in early 2020.

Leticia has been in the information security industry and providing public speaking since 2011. Leticia has a passion for clear and concise communication and helping others become the best version of themselves. After earning a B.A. and a M.A. in Mathematics, Leticia joined CoNetrix, where she built and directed Tandems first team of support specialists. Leticia is now Chief of Staff  Chief Learning Officer where she has spent the last 6 years focusing on corporate strategy, employee development, and training. Leticia is Security+ certified, has published various security blog posts and articles, and has presented multiple conference sessions over information security topics and leadership topics. In her freetime she enjoys mentoring college students, learning piano, and solving jigsaw puzzles.

Gaby Saliba is a Customer Success Manager at SMA Technologies, bringing a wealth of experience and a passion for automation to his role. Gaby began his career at a credit union, where he led technical teams through a complex core conversion, demonstrating his exceptional leadership and technical acumen. His journey at SMA Technologies started as an Automation Consultant, where he spearheaded numerous implementations and uncovered continuous automation opportunities for clients. With a deep understanding of automation solutions and a proven track record of enhancing customer experiences, Gaby now focuses on ensuring clients achieve their business goals and secure better outcomes through innovative technology. He also has two German Shepherd Dogs (Pixel and Piper) and enjoys snacks. 

Sabeh Samaha is President/CEO of Samaha & Associates, Inc. In 1998, realizing the strong demand for dependable technology consulting services, Sabeh established Samaha & Associates, Inc. Asked why he is so passionate about credit unions, Sabeh says: “The Credit Union movement has always inspired me to work and advocate relentlessly for their noble cause. I truly love being a part of this family and contributing to its very best interest is a fundamental necessity for me.”  He shares his expertise by writing industry-specific white papers, conducting workshops, and is a featured speaker at regional and national Credit Union conferences. His name is frequently cited as a technology and payment systems expert in leading Credit Union publications nationwide. In the three years preceding the formation of Samaha, Sabeh transformed the Europe, Middle East, and Africa (EMEA) region from the lowest into the highest growth rate for MasterCard International Debit Products. 

Trent Savage is the Chief Human Resources Officer at Mountain America Credit Union, where hes known for leveraging his extensive background with global brands like Amazon, eBay, and Procter  Gamble to drive strategic HR initiatives. Since joining in 2018, Savage has revolutionized HR processes with technology, significantly enhancing employee engagement and aligning organizational goals, which positioned Mountain America as a leading employer in Utah. His efforts earned him the HR Achievement Honoree of the Year award by Utah Business Magazine in 2022. Savage also contributes to the broader business and academic community through leadership roles, including chairing the BYU HR/OD Advisory Council. His approach emphasizes innovation, making him a pivotal figure in shaping HR practices and cultivating a culture of excellence at Mountain America and beyond. 

With 30 years of solutions-driven energy and expertise, Arleen Scavone is an established industry leader and go-to advisor. She leads the consulting and digital practice with OPX-America applying a successful track record of building and managing operations, sales, and service in both corporate and entrepreneurial roles. The practice focuses on enabling operational excellence through executing the transformation of people, processes and systems for credit unions, banks and IMBs specializing in LOS optimizations or implementations, large-scale servicing conversions, mortgage lending efficiency and program management for transformation projects. Arleen is a frequent speaker at industry and technology conferences and has also shared her insight nationally with business, women, and youth foundations.

As an award-winning professor of social psychology and business, Juliana Schroeder shares her groundbreaking research on how to communicate more effectively with others, maximize value from your social connections, make sense of other people’s minds, and disagree more productively.

Drawing on her illuminating research on social dynamics, award-winning psychologist Juliana Schroeder shares expertise on topics ranging from effective communication and prosocial gestures to productive disagreement. Schroeder was named a “rising star” by the Association for Psychological Science, and has won career awards from the International Association of Conflict Management and the International Social Cognition Network. She has published more than two dozen research papers in prestigious scientific journals such as The Journal of Personality and Social Psychology, Psychological Science, Organizational Behavioral and Human Decision Processes, and The Journal of Experimental Social Psychology. Her research has been featured by media outlets such as The New York Times, The Washington Post, Harvard Business Review, NPR, and the Today Show. Schroeder won the top teaching award at UC Berkeley in just her second year of teaching MBA students. Poets & Quants named her as one of the “Top 40 Most Outstanding Business School Professors Under 40 In The World.” Schroeder currently serves as the Director of the Psychology of Technology Institute, the Berkeley Experimental Social Science Laboratory, and the Mind and Person Perception Laboratory.

Pete is a Regional Information Systems Officer with the National Credit Union Administration. Based in Minneapolis, he examines and supervises information and cyber security risks in credit unions and service organizations throughout the western United States. Pete has authored industry guidance and codeveloped the first version of NCUA’s Automated Cybersecurity Examination Tool (ACET). Prior to becoming a RISO in 2019, he was a principal examiner with NCUA for over 15 years. He maintains several certifications, has participated in leadership development programs, and holds a B.S. degree from North Dakota State University. In his free time, Pete enjoys spending time with his family, including traveling, boating on the St. Croix River, and snow skiing in the winter.

David Shaffer is the National Credit Union Administrations Director of Specialist Resources for the Regional Information System Officers (RISOs) in the Western Region. David joined the NCUA in 2009 as an examiner in South Bend, Indiana.  In 2016, he received a promotion to Regional Information Systems Officer (RISO) and moved to Phoenix, Arizona.  In 2021, he transferred to the Office of National Examination and Supervision (ONES) and began working as a National Information Systems Officer (NISO).  David holds a bachelors degree from Indiana University, an MBA from Purdue University, several information security certifications, and recently graduated from the Excellence in Government Fellowship program in March 2024.

Cary joined Community First in April of 2023 with more than 25 years of lending leadership experience at credit unions, including oversight of origination, processing, funding, servicing, and collections. Cary has served on multiple industry councils and committees, including Experian, CUNA Lending Council, and Origence.  Cary earned her bachelors in management from the University of Phoenix and is currently pursuing her MBA with the University of Phoenix with an expected graduation in 2024. Cary is a wife of 24 years and a mother of two children. Cary spends her spare time shopping, entertaining and volunteering her time at local schools.

​​Kathy Sianis is the VP of FI Strategy with Posh Technologies. She comes from the Credit Union Industry, where she has held several senior leadership positions, including CXO. She holds an undergraduate in Business Management and a master's in Business Administration. In her role with Posh and based on her career experience in the FI space, she works with FI's in assessing and determining how to best leverage AI within their organization, meeting business objectives such as efficiency gains, member experience enhancements, growth, retention, and much more.​

Jack is an experienced leader with over 20 years of sales, operations, and delivery experience in the technology services industry. Jack has a proven track record of building a go-to-market strategy, hiring the right team members, and executing the plan to grow revenue and profits in multiple types of IT services. Jack and his partners identified a gap in the credit union technology market and established Pure IT CUSO in 2016. As a result, in the summer of 2022, Janusea, a sister company to Pure IT, was also founded to tackle the growing issue of core conversions. Before founding Pure IT, Jack served in various leadership positions for Facilitek Services (now Genuenta Willis Group Company), Glasshouse Technologies, TEKSystems, and Purity Technology. Jack serves on the board of Lone Star Credit Union and the NCU-ISAO, an information-sharing organization for credit unions. Jack enjoys spending time with his family, exploring, and finding new adventures.

Steve serves as the Chief Technology and Security Officer at Vibe Credit Union in Michigan. He has 17 years of experience in the credit union industry, following an 18-year career in various technology roles across different sectors. He holds a BBA in Marketing from Eastern Michigan University.  Additionally, Steve volunteers as a Director on the Board for a local Meals on Wheels organization.

Kyles experience includes 20 years in the community financial industry space, 25+ year in the technology and financial services industries, and leadership roles for the last 20 years. He is passionate about transforming and advancing the community financial industry through innovation and connections. He has developed a network of FI and Fintech leader relationships which provide excellent opportunities for collaboration, partnership, and information on the landscape in the industry. His experience has cultivated a unique skill set and expertise in product development, company acquisitions, process development, in- depth knowledge on credit union regulatory IT needs, and experience guiding fast-growing IT companies. No matter his title, his role in his more than 25 years in the IT and business world always included bridging the gap between business and IT to enable value for any business, bank, or credit union involved.

Scott P. Young, Senior Vice President at Velera (formerly PSCU/Co-op Solutions) oversees the cooperatives Innovation and Emerging Services Teams. With over twenty-five years of experience in payments, Scott started his career at First Data in Omaha before moving to Pentagon Federal Credit Union (PenFed) and Bank-Fund Federal Credit Union in Washington, DC before joining Velera in 2019. A passionate advocate for the credit union movement, Scott is also a leader in Diversity, Equity and Inclusion (DEI) efforts at Velera and across the industry.

David joined NCUA in February 2014 as a District Examiner in Portland, Oregon after completing a Post-Baccalaureate Accounting Program at Portland State University. He was promoted to Regional Information Systems Officer in April of 2019 and is responsible for reviewing credit union’s information security programs and compliance with the Gramm-Leach-Bliley Act and NCUA regulations.  
Prior to joining NCUA in 2014, David held positions as a Principal Engineer, IT systems administrator, network infrastructure and security administrator, SQL database manager. David is a Certified Information Systems Auditor and a Senior Fellow of the Excellence in Government Program at the Partnership for Public Service, Washington D.C. David served as an intelligence analyst during a 20-year career in the U.S. Marine Corps. He also served as the Battalion Sergeant Major, Henderson Hall in Arlington, Virginia before retiring in February 2002.