I have been a supporter of the cooperative sector for many years starting with the United Cooperatives of Ontario. I have worked in the credit union sector for 20 years and fully support the cooperative principles.

I wish to contribute the knowledge that I have accumulated over a 40 year career in finance, governance, and risk management to the discussions by the Board of Directors in reaching sound decisions that will provide for the long term success of FirstOntario Credit Union for the benefit of its members, its employees and our communities.

What can you specifically contribute to the Board

I can contribute to the Board my knowledge and expertise in the following areas:

• Financial institutions
• Financial literacy
• Risk management
• Governance
• Credit union sector and expectations of regulator
• The Hamilton and Burlington community having lived and worked here for over 25 years and involved in community organizations
• The Haldimand community having lived there for over 20 years.

Education/Professional Designations

• Bachelor Business Administration, Wilfrid Laurier University
• Chartered Accountant designation, 2006 awarded Fellow Chartered Accountant
• Certified Internal Auditor designation, Institute of Internal Auditors
• Chartered Director, McMaster University & Conference Board of Canada.
• Certified Risk Management Assurance (CRMA), Institute of Internal Auditors
• Accredited Director, Chartered Governance Institute of Canada; 2015 awarded fellowship

Work Experience

• 1980-1993 Deloitte & Touche – Admitted into partnership 1990
• 1993-1995 Director Internal Audit, Canadian Imperial Bank of Commerce
• 1996-1997 Senior Vice President & Chief Internal Auditor, National Trust
• 1997-2000 Director Commercial Lending, Canadian Imperial Bank of Commerce
• 2000-2004 Partner, Grant Thornton
• 2005 to current, Principal, Booker & Associates

Board and/or Committee Experience

• 1997-2003 Burlington Economic Development: Board Vice-Chair, Board Chair; member Audit Committee
• 2000-2008 Joseph Brant Hospital: Treasurer, Vice Chair, Chair Board of Governors; member of Audit, Quality Assurance, Governance Committees
• 2002-2007 Brant Center: Treasurer, Chair of Board
• 2004-2009 CUMIS Group: Director; member Audit Committee
• 2008-2011 Burlington Art Center: Board Chair; member Audit, Governance Committees

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