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Karen Genneken Biography

CEO | COO | President | Board Director | Board Advisor 

Contact Information

Email:[email protected]

LinkedIn: www.linkedin.com/in/karen-genneken-34218013

Ms. Genneken is a proven Operational and Visionary Leader in the Financial industry with experience in organizations ranging from $4B to $3.6T global businesses. Proven performance managing revenue goals of up to $800M, operational budgets of up to $90M, and capital expense budgets of up to $20M.

She is a true professional with a passion for management excellence, leading teams of up to 300 and targeting opportunities to build consistent revenue growth. Ms. Genneken has frequently been brought in by private equity capital to assess an acquisition potential or to serve in a leadership role to right set or transition an organization with a focus on ROI.

Education

  • Master of Arts in Psychology, Eastern New Mexico State University, Portales, NM
  • Bachelor of Arts in Psychology, Florida Atlantic University, Boca Raton, FL
  • United States Air Force Academy, Colorado Springs, CO

Expertise

  • RIF / Restructuring
  • Operations
  • Strategic Planning
  • Sales & Revenue
  • Board Governance
  • Product Development
  • Cultural Transformation
  • Due Diligence
  • Employee Engagement
  • Risk Management
  • Interdepartmental Collaboration
  • Mergers & Acquisitions
  • Market Share Capture
  • Cybersecurity
  • P&L management

Board Roles & Advisory

  • Board Director – Waller & Associates, Supply Chain Consulting
  • Board Director – Operation Homefront
  • Board Director – Bull Domingo Ranch POA
  • Member NACD and PDA
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Gary Graffagnino

Board Advisor | Strategic CISO | Technology Leader | Infrastructure and Cloud | Digital Transformation

Contact Information

Email:[email protected]

LinkedIn: https://www.linkedin.com/in/gary-graffagnino/

A business strategist, board advisor, and C-Suite technology leader, Gary Graffagnino delivers extraordinary value for rapidly growing companies. He brings a unique combination of vision, leadership, technical understanding, and influence from the boardroom to the technical and non-technical specialists.

Gary is currently a board advisor to several startups as well as the founder of Agilus Systems which helps companies with IT and AI staff augmentation, digital transformation projects, and Cybersecurity pain points.

Prior to that, Gary was the Executive Vice President for Rushmore Loan Management Services, where he managed the IT and Cybersecurity functions. Many of his efforts positioned the company as an attractive M&A target to the largest non-bank mortgage servicer in the country, Mr. Cooper.

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Credentials

  • Certified Information Security Professional (CISSP) ISC
  • Gartner Research Circle

Education

  • Bachelor of Artis in Computer Science, Hofstra University

Expertise

IT Leadership

  • Strategic Planning & Execution
  • Stakeholder Alignment
  • Talent Development & Growth
  • Mergers and Acquisitions
  • Digital Transformation
  • Cloud Migrations

Cybersecurity

  • Cyber Resiliency
  • Identity & Access Management
  • Data Protection and Privacy
  • Governance, Risk, & Compliance
  • Cyber Frameworks
  • Vulnerability Risk Management
  • Incident Response
  • Third-Party Risk Management
  • Zero Trust
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Justin Crowley

CFO | Controller | Board Member | Board Advisor

Contact Information

Email:[email protected]

LinkedIn:https://www.linkedin.com/in/justincrowley/

Mr. Crowley has a proven track record of helping companies transition into and flourish in a growth phase by developing processes and procedures focused on controls, reporting, and data analysis to protect and promote profitability.  He has broad experience in identifying and developing talent in order to have a self-sustaining finance operation following his departure.  Under his leadership, the management team and investors are well informed through robust and focused reporting packages.

Education

  • Bachelor of Science Accountancy, Brigham Young University
  • Master of Business Administration, Utah State University

Expertise

  • Accounting/ GAAP
  • Financial Statements
  • Financial Analysis
  • Financial Reporting
  • Financial Modeling
  • Budgeting/ Forecasting
  • Third Party Vendor Risk Management Program
  • Financial Planning & Analysis
  • Process & Control Design
  • Investor Relations
  • Mergers & Acquisitions
  • Cash Management
  • Treasury
  • Insurance/Reinsurance
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Jeff Graham, JD

Legal, Compliance & Risk Management Operations | General Counsel | Chief Compliance Officer | Operational Excellence through a Robust Culture of Compliance

Contact Information

Email:[email protected]

LinkedIn: (4) Jeff Graham | LinkedIn

As a C-Suite leader, Jeff Graham brings over 20 years of unparalleled legal, risk, and compliance management expertise within the financial services industry. He excels in leading large-scale initiatives and teams to achieve operational excellence while fostering a culture of compliance. Jeff has a proven track record of designing, building, and implementing operationally effective compliance programs and compliance management systems. He is also adept in managing complex, diverse teams across multiple locations and cultivating strong partnerships with internal and external stakeholders, including federal and state regulatory agencies.

Credentials

  • Member in good standing of the Washington State Bar Association
  • Admitted to United States District Court, Western District of Washington
  • Graduate of the ABA National Compliance School
  • National Licensed Mortgage Loan Originator
  • Previous Presenter at U.S. Treasury Making Home Affordable Summit
  • Successfully Managed multiple Federal (CFPB, FRB, OCC) and State Regulatory Examinations

Education

  • Juris Doctorate, Seattle University School of Law
  • Bachelor of Arts, University of Washington
  • Enlisted KC-130 Hercules Aircrew, United States Marine Corps

Expertise

Compliance and Risk Management Leadership

  • Policies and Procedure Development
  • Risk Assessment Design and Process
  • Regulatory Change Management Expert
  • Compliance Testing Design, Build Out, and Review
  • Internal/External Audit Planning
  • Federal/State Regulatory Examination Planning and Execution
  • Third Party Vendor Risk Management Program
  • Regulatory Complaint Review Process
  • Consumer Compliance Training

Corporate Legal

  • Litigation Management
  • Consumer Compliance Law and Regulation Expertise
  • Employment Law, Regulation and Internal Investigations
  • Litigation Root Cause Analysis/Process Improvement
  • Corporate Legal Spend Analysis
  • Contract and Legal Document Review
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Nancy Metz Heath, CISSP, MBCP

Resiliency Expert | Crisis Management | Cybersecurity, Pandemic & Continuity Expert | Thought Leader

Contact Information

Email: [email protected]

LinkedIn: linkedin.com/in/nancymetzheath

My name is Nancy Metz Heath and I help companies keep going when all hell breaks loose. Hurricanes, pandemic incidents, cyberattacks, bomb threats, flooding, workplace violence— my expertise will ensure your company is always prepared.

As a Master Certified Business Continuity Planner and Certified Information System Security Professional, I have assessed and mitigated risks facing companies in multiple industries, including healthcare services, pharmacy, energy, financial, and information services.

My background in information technology, accounting, and operations gives me a comprehensive understanding of critical business processes, allowing me to ask insightful questions while assessing business risks. I guide leadership teams through tabletop exercises to be sure that when things go wrong, everyone knows and has practiced the plan, creating a sense of confidence that translates into successfully managed incidents.

Credentials

  • Master Certified Business Continuity Professional
  • Certified Information System Security Professional

Education

  • MBA- Nova Southeastern University
  • Master of Information Systems Security- Western Governor’s University

Expertise

Business Continuity

  • Business continuity plan development
  • Crisis Management
  • Business Impact Analysis
  • Incident Management
  • Tabletop exercises
  • Emergency Communications
  • Pandemic and infectious disease planning
  • Technology Risk Program
  • RSA Archer Business Continuity Planning

Cyber Incident Response

  • Disaster Recovery program
  • Cyber risk assessment
  • Incident response

Vendor Management & Other

  • Global vendor risk assessment
  • Third Party Risk
  • Negotiations
  • Outsource Management
  • Board-level Communication

Elisa Allen, SPHR

HR Operations| Employment Laws| HR Policies & Procedures| Organizational Development

Contact Information

Email: [email protected]

LinkedIn

linkedin.com/in/elisa-allen-sphr-6664903/

As a Chief Human Resource Officer with over 25 years of experience working with various Fortune 500 and privately held companies, my primary focus and passion is providing vision, leadership, and strategic direction to organizations for the purpose of attracting, developing, and retaining talented employees. I have successfully developed countless business processes and organizational development solutions that focus on quality, efficiency and leadership initiatives developing a reputation for being highly successful, adaptable, and result-oriented Human Resource professional.

My focus is on the integration of Human Resource functions to support the organizations strategic goals along with the development and implementation of Human Resource practices that ensure company-wide compliance with all state and federal statutory requirements, internal operating protocols, and company policies and procedures.

Credentials

  • Senior Professional Human Resources (SPHR)
  • Center for Creative Leadership – Coaching for Development Program
  • Lominger – Choices Architect and Career Architect
  • DISC Certified Facilitator

Education

  • Masters of Science, Pepperdine University
  • Bachelor of Science, Biola University

Expertise

HR Operations

  • Vision, Strategy, Execution
  • Recruitment and hiring
  • Training and development
  • Employer-employee relations
  • Consensus Building Mentoring, and Leadership

Total Rewards

  • Compensation/incentive Programs
  • Company Benefits
  • Recognition Initiatives
  • Wellness Initiatives

Risk Management

  • Policy/procedure development
  • HR Compliance
  • Employment Laws
  • Process Re-engineering & Performance Improvement
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