Professional. Expert. Practiced. Specialist. Experienced. Authority. These are just some of the ways we describe our Board 360 advisors. All Board 360 content has been authored by or in collaboration with and advice from credit union experts.
Peter is a regulatory and business law solicitor. He often acts in the role of General Corporate Counsel for his clients, advising on a comprehensive range of issues to help them accomplish their business and organizational goals. Peter has extensive experience working with credit unions. This includes providing advice on mergers, banking systems, credit card suppliers, securitizations and financings, employment, privacy compliance, corporate governance, purchase and sale of insurance and financial planning agencies, mortgage broker regulation, and general regulatory compliance.
UpCloseTeam cofounder and active partner Colette Close exemplifies a goal-oriented outlook on life and a passion for equipping leaders to reach their potential. Colette has over 25 years of experience as an entrepreneur, coach, project manager and trainer. She's coached, trained, and mentored youth, young professionals and non-profit leaders across Canada. An early adopter of change in many areas of life, Colette is passionate about equipping herself and others to effectively create and lead change. Many organizations have benefited from Colette's speaking, training, and coaching skills.
Passionate about equipping non-profit leaders, Jon Close is a seasoned non-profit leader, keynote speaker, coach and trainer. He is cofounder and active partner of the UpCloseTeam. Jon Close has coached, trained, and mentored small business and not-for-profit leaders across Canada for over 30 years. He is a certified member of the John Maxwell Team, has been certified to deliver proven leadership programs offered through the Ken Blanchard Institute, and is certified as a Human Behaviour Specialist. Jon Close is a proven speaker on Non-Profit Leadership and Transformational Leadership.
Angela Folino's primary focus is business litigation. She has represented a variety of clients ranging from large national corporations to small, privately-held corporations and individuals. Angela works closely with clients to resolve disputes in a timely, efficient manner. Her experience includes general commercial and civil litigation, and contract disputes and negligence claims in aviation, pharmacy and PharmaCare, construction and builders' liens, employment and real property. Angela has appeared at all levels of court in British Columbia.
Jeremy is PRA Group's Internal Audit practice leader and works with numerous clients on a multitude of internal audit related engagements across Canada. With over a decade of service at the firm, Jeremy ensures that PRA Group maintains a high standard of professionalism, abiding by the Institute of Internal Audit Standards. Jeremy is highly engaged in the leadership of the Institute of Internal Auditors in Canada and has held numerous board and committee roles. In addition to his CA, Jeremy also holds both a CIA and CFA designation.
As a former regulator with 35 years' experience, in senior regulatory, governance, financial, risk management and leadership roles, Andy served as President and CEO of the Deposit Insurance Corporation of Ontario, and as a senior regulator with the Office of the Superintendent of Financial Institutions. He is also a co-founder and long time chair of the International Credit Union Regulators Network. Andy serves on a number of boards, works with credit unions, and provides strategic advice to regulators around the world.
Almost 30 years ago, Peter Reimer formed P. Reimer & Associates and pioneered the creation of PRA Group. With extensive experience in financial services, IT, governance, and internal audit, Peter leads PRA Group to ensure that client satisfaction is first priority. Through Peter's leadership, PRA Group has become the leading Internal Audit and Risk Advisory Services firm in western Canada. Known for his innate ability to understand complex problems and bring meaningful, valuable, and effective solutions to the table, Peter is highly regarded in the Canadian financial institutions industry.
Kelly Samuels has a general business law practice, providing advice to clients on transactional and business activities. She advises clients on negotiation and drafting of commercial agreements, financing arrangements, corporate reorganizations, property leases, securities, employment and privacy-related issues, and purchase and sale transactions. Kelly advises credit unions in all aspects of their business, including regulatory compliance and privacy matters. She has a special interest in the Fintech sector in Canada and the potential applications of decentralized blockchain technology.
Finance and Enterprise Risk Management Consultant Jannine Scheurmann is well experienced in the BC credit union system. During a career of more than 27 years, Jannine has held the position of Vice President, Risk for First West Credit Union, as well as Vice President, Risk & Compliance and Senior Manager, Controller at Island Savings Credit Union. Jannine was also a Senior Manager, Audit at Grant Thornton LLP, where she was responsible for several credit union audits on Vancouver Island. Jannine has worked extensively with Boards and executive management teams.
Randy Tanaka’s Level Five Strategic Partners Inc. was formed in 2002 from discretionary services no longer offered by Credit Union Central of Ontario. Level Five offers services to credit unions across Canada, including director and board training, self-assessments, strategic planning, mergers, sustainability planning, and asset and liability management. Randy has more than 35 years of credit union experience, an Honours B.A. in Economics, and is a graduate of the Canadian Securities Course and the Leadership Foundations Program.
Fred leads the Risk Advisory Services practice at PRA Group. With more than 25 years of financial institutions experience in audit, finance, governance, and risk management, Fred works with clients across Canada to find workable, relevant solutions to risk management issues. Fred delivers ERM Services to a number of financial institution clients as well as provides advisory services in board governance, finance, and regulatory matters. Fred holds an MBA and is a Fellow of the Society of Management Accountants of Canada.
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