Learn about the MBA Audit and Risk Management, Retail Lending, Taxation Committees

Audit and Risk Management Committee

This committee drives MBA policy on legislation and regulations and provides direct input on legislative and regulatory language related to audit and risk management. Working closely with MBA Advocacy staff, committee members may be consulted for direct input on pending legislation or asked to testify on behalf of the industry. This committee may also advise the MBA regarding relevant and timely content and preferred presenters for member workshops, seminars, and other educational events and programs along with various MBA publications or products.

Membership consists of bank officers specializing in audit and risk management.


Retail Lending Committee

This committee drives MBA policy on legislation and regulations and provides direct input on legislative and regulatory language related to retail lending. Working closely with MBA Advocacy staff, committee members may be consulted for direct input on pending legislation or asked to testify on behalf of the industry. This committee may also advise the MBA regarding relevant and timely content and preferred presenters for member workshops, seminars, and other educational events and programs along with various MBA publications or products.

Membership consists of bank officers specializing in retail lending. The committee normally meets twice annually in person and will meet both in person or electronically as needed.

Taxation Committee

This committee drives MBA policy on legislation and regulations and provides direct input on legislative and regulatory language related to taxation issues. Working closely with MBA Advocacy staff, committee members may be consulted for direct input on pending legislation or asked to testify on behalf of the industry. This committee may also advise the MBA regarding relevant and timely content and preferred presenters for member workshops, seminars and other educational events and programs along with various MBA publications or products.

Membership consists of bank officers specializing in taxation or CEOs. The committee normally meets twice annually in person and will meet both in person or electronically as needed.


Staff Liaison: Patricia Herndon

          

 

Committee Rosters

 

Audit and Risk
Management
Retail Lending Taxation
Cyndia Heap
Chair 

Isabella Bank
Robert Brandstrom
Chair

First National Bank of St. Ignace
Thomas Powers
Chair
JPMorgan Chase Bank, NA
Melissa Nelson
Vice Chair

Peoples State Bank
 Ted Krus
Vice Chair

Flagstar Bank
Aaron Wirsing
Vice Chair

The State Bank
Kelly Jacobs
Kalamazoo County State Bank 
Robert Atwell
Central Savings Bank
Cheryl Gilreath
Huntington National Bank
 Julie Jurek
Bank of Ann Arbor
Kimberly Dwyer
Sturgis Bank and Trust 
Julia Lagun
Comerica Inc.
Karen Spens
Huron State Bank 
David Hunt II
Eaton Community Bank
Gavin Mohr
Independent Bank
Cindy Strich,
CCBCO, CBAP
Mi Bank 
Dawn Kalusha
Chelsea State Bank
Holly Monez
Bank of America, NA
Laura Wolters 
Independent Bank
Timothy Mackay
First Merchants Bank
Jeffrey Moreno
Wells Fargo Bank NA
 Jeffrey Thompson, CRCM
Consultant

UBB Compliance Services
Stuart Best
Consultant

Weltman Weinberg & Reis Co LPA
Matthew Morgan
First National Bank of Michigan
Elizabeth Ziesmer,
CPA, CBA
Consultant
Rehmann
Jeffrey Thompson,
CRCM
Consultant

UBB Compliance Services
Sean Cook
Consultant
Warner Norcross + Judd
    Bonnie Koppenol
Consultant
Crowe LLP
Trust Counsel Committee Roster  Trust Executive Committee Roster
 David Sprague
Chair

Old National Bank
 Amy Wehner
Chair

Thumb Bank & Trust
 Todd Simpson
Vice Chair

The Connable Office
 Deric Righter
Vice Chair

First Merchants Bank
Jenee Agler
Bank of Ann Arbor

Aaron Miller      
Sturgis Bank & Trust Company

Amanda Filizetti Knaffla
Range Bank
Amanda Filizetti Knaffla
Range Bank
Michael Holmes, JD
Greenleaf Trust

Anthony Belloli 
Plante Moran Trust

Whitney Kemering
Comerica Bank

Anthony Taylor  
Tri-Star Trust Bank

Michael Newman
West Shore Bank

Aron McDonald
Superior National Bank

Chadwick Perrine
Huntington National Bank

Bradley Weller  
The Connable Office, Inc.

G. Grace Petz
PNC Bank

Caroline Chipman
KeyBank NA

Lee Reimann
Tri-Star Trust Bank

Christopher Phillips, J.D.
County National Bank

Adam Schlusler, J.D., CTFA
ChoiceOne Bank

David Sprague   
Old National Bank

Jordan Summers ESQ
Credit Union Trust

Dylan Foster      
Century Bank and Trust

Andrew Weisenburger
First Merchants Bank

Jeffrey R. Steeby
Highpoint Community Bank

 Daniel Borst
Consultant
Warner Norcross +Judd

Jeffrey Reitmyer
PNC Bank N.A.

Jay Long
Consultant

Bodman PLC  

Jordan Summers, ESQ    
Credit Union Trust

 

Kathleen Snyder, JD, LLM
Horizon Trust & Investment Management

 

Mark Periard,JD
Legacy Trust

 

Matt Moses
Southern Michigan Bank & Trust

 

Michael Morgan
First National Bank & Trust 

 

Mitzi Talon
Bank of Ann Arbor 

 

Philip Koning
West Michigan Community Bank 

   Randy Dickinson 
Isabella Bank
   Sidney Van Slyke
West Shore Bank
 

Steve DeVolder
ChoiceOne Bank

 

Steven Milbeck, ESQ.
Auto Club Trust, FSB

   Thomas Hufton, II, CFTA

The State Bank

  Thomas Humphrey
First Bank, Upper Michigan
 

How do I Volunteer to Serve on a Committee?

Contact Patricia today!

 

Volunteering

Committee volunteers are the backbone of the MBA's legislative, educational and member service efforts. Each year your association seeks qualified bankers who are willing to give their time to the industry to help shape the activities and policies of the MBA.

Committee appointments are one year terms (each year runs from July 1 through June 30). Committee chairpersons are appointed for two-year terms by the MBA chairman.