The Fiduciary & Investment Risk Management Association

Fran Thomas

Job Title:
First Vice President and General Auditor
The Glenmede Trust Company, N.A.
Philadelphia, PA
started at Glenmede - April 1985

Worked in the Insurance industry previously.

Education:
BS in Business Administration - Finance 1979
Philadelphia University
Philadelphia, PA

MBA in Management Information Systems 1985
Drexel University
Philadelphia, PA
Cannon Financial Institute Trust Audit and Compliance School 1987
University of North Carolina at Charlotte
Charlotte, NC

Professional Designations:
Certified Trust Auditor (CTA)
Granted in June 1987 by the Cannon Financial Institute (Athens, GA)

Certified Fraud Examiner (CFE)
Granted in March 1989 by the Association of Certified Fraud
Examiners (Austin, TX)

Certified Fiduciary Audit Professional (CFAP)
Granted in May 1992; now administered by the Fiduciary Training Institute (Wheaton, IL)

Certified Financial Services Auditor (CFSA)
Granted in June 1996; now administered by the Institute of Internal Auditors

Affiliations:
Fiduciary and Investment Risk Management Association (FIRMA) member since 1987

  • Originally elected to the Board of Directors, March 1996. Served until spring 2002, then re-elected in 2004. (serving final 3-year term on board)
  • Past President (2000 - 2002)
  • speaker at national training conferences: 1997 Scottsdale, AZ; 1999 San Diego, CA
Institute of Internal Auditors - IIA
member since 1986;
  • participate in Philadelphia Chapter
  • Chief Audit Executives group
  • Financial Services Auditors Group
Association of Certified Fraud Examiners member since 1989;
  • Philadelphia Chapter board of directors, currently serving as Secretary
Securities Industry Association (SIA) - Internal Auditors Division
Member since 2004