Board of Directors


Casey Jeanneret, CBA, CFIRS - President
Director, Wealth Management Fiduciary Risk
First National Bank of Omaha
Omaha, Nebraska

William T. Norris - Vice President
Managing Director, Team Executive Boston
CIBC Private Wealth Management
Boston, Massachusetts

Catherine M. Fujisaki, CTFA, CFIRS - Secretary
VP, Mgr Fiduciary & Investment Compliance & Risk Mgmt
Bank of Hawaii
Honolulu, Hawaii


Mark Gray
SVP, Compliance Manager
Synovus Trust Company
Columbus, Georgia

David B. Jonke, CTA, CPA
SVP, Senior Compliance Director-Wealth & Asset Mgmt
Fifth Third Bank, NA
Chicago, Illinois

Natalie McCabe, CFIRS, CPA, CAMS, CISA
Chief Audit Executive
Mechanics Bank
Roseville, California

Denise Morrison
Head of Wealth Management Risk Control
Regions Bank
Birmingham, Alabama

Anthony Palma, CFSA, CFE, CFIRS
Professor of Finance
Fordham University Graduate School of Business Administration
Little Silver, New Jersey

Deanna Rankin, CFIRS
Chief Risk Officer
Argent Trust Company
San Antonio, Texas

Marilyn Smith, CFIRS, CISA
Consulting Principal
First Dimensions
Chicago, Illinois

John Temple, AIFA, GFS
Tupelo, Mississippi

Bruce Goldberg, CTA, CPA - Director Emeritus
Edison, New Jersy