Only members of the Compliance & Audit Council are eligible to register for these webinars. Council membership is free for employees and volunteers of
credit unions that belong to Cornerstone League.
Real enterprise risk management (ERM) is so much more than just compliance. Done right, it's a strategic compass that helps guide an organization toward success, helping you anticipate, adapt, and thrive.
Join this session to:
June 11, 2025
10 - 11:30 a.m. CT
Jeff has been part of Rochdale since day one in 2006, partnering and working with credit unions for almost 20 years. His passion for the credit union industry runs deep, blending sharp business strategy with a keen eye for risk management. If credit unions had a fan club, Jeff would be president. He understands what drives success: keeping members happy, growing smartly, and staying relevant for the long haul.
Since 2012, Jeff has been instrumental in leading the Credit Union ERM Certification, and is a frequent speaker and contributor to various industry association, league and vendor conferences. He works closely with credit unions daily, ensuring their risk programs are supporting their strategic goals.
Jeff’s ability to connect with board members, executives and front-line teams sets him apart. He builds bridges, not barriers, making him a trusted partner in the success of credit unions and the industry as a whole.
Before joining Rochdale, Jeff was a member of management in the Federal Reserve Bank of Kansas City’s Management Development Program. He holds multiple Bachelor of Science degrees in Management and Marketing, plus an MBA—all from Northwest Missouri State University.
When he’s not deep in credit union strategy, Jeff enjoys family time and serves on the board of a charity that supports families battling cancer.
For questions about this webinar or the council program, please contact Cristina Martinez, CU Relations Administrative Assistant, at 800-442-5762, ext. 6403.