Accounting & Finance Council

As an accounting or finance professional, you are responsible for financial activities at your credit union. These activities may include: financial controls, preparation of financial statements, internal reporting, ALM, investments, monitoring the impact of economic trends, financial forecasting, planning, budgeting and more. Whatever your role and responsibilities may be, the Accounting and Finance Council is focused on delivering relevant educational opportunities and promoting peer collaboration to assist you in meeting the job challenges you face daily.

You can register for this or any council by visiting My Councils.

Executive Committee

Daniel Levario, CPA, CGMA
One Source FCU

Frank Frazzitta
City FCU

Susan M. Williams, CFA
Tulsa FCU

Sonya Jaynes, MBA
Red River Employees FCU

Charlotte Caldwell
Communities of Abilene FCU

League Liaisons

Council Liaison
Greg Robertson
Cornerstone Credit Union League
469-385-6829 or 800-442-5762 ext. 6829

Council Membership/Tech Support
Cristina Martinez
Cornerstone Credit Union League
469-385-6403 or 800-442-5762 ext. 6403

Council Oversight/Liaison Supervisor
Mike Delker
Cornerstone Credit Union League
469-385-6826 or 800-442-5762 ext. 6826

Council Liaison
Lorri Gaither
Cornerstone Credit Union League
469-385-6423 or 800-442-5762 ext. 6423

Training & Events Liaison
Tamra Fairbrother
Cornerstone Credit Union League
469-385-6632 or 800-442-5762 ext. 6632