Your Board of Directors has implemented term limits to ensure you diverse representation and fresh ideas. Board members participate in many educational forums, including the Volunteer Achievement Program conducted by the Credit Union National Association. Through this program they receive intensive training regarding credit union management and operations. They also gain a greater understanding of credit union philosophy.
Carroll D. Beach — Chair
Carroll D. Beach retired in 2011 as President/COO of CO-OP Shared Branching, following a three year tenure as President of Credit Union Service Corporation (CUSC). Prior to assuming the responsibilities as President/CEO of CUSC, Mr. Beach was President/CEO of the Colorado Credit Union System for 30 years. As the President of the Colorado Credit Union System, he was responsible for the executive leadership of the Colorado Credit Union League, its subsidiaries, and related organizations. Mr. Beach was responsible for the management of the state trade association, as well as Colleague Service Corporation, CU Service Network of Colorado Inc., the Wyoming Credit Union League, and for several years was CEO of SunCorp Corporate Credit Union. During his tenure, he was also President of the Credit Union Legislative Action Committee, Colorado Credit Union Foundation, Credit Union Family Insurance Services, and Credit Union Advantage Automotive.
Mr. Beach has been a member of various Credit Union National Association (CUNA) committees as well as having served on the Board of Directors and Executive Committee. He served on the CUNA Mutual Advisory Committee, and the Credit Union Service Corporation Board of Directors of which he was Chairman for four years. He most recently served on the Credit Union House LLC Board as its Chairman. He has also served as Chairman of U.S. Central Credit Union as well as Chairman of the Association of American Credit Union Leagues (AACUL). He also served on numerous committees of AACUL and received from that organization the “Eagle Award” which is the highest award given by the organization to one of its members. Mr. Beach also received the "Herb Wegner Lifetime Achievement Award", which is the most recognized award given in the credit union industry.
Mr. Beach has a Bachelor’s Degree from the University of Kansas and a Master’s Degree from Emporia State University.
Katie Larson — Vice Chair
Katie has been a member of Elevations Credit Union since 2002. Currently a Treasury Manager for Chipotle Mexican Grill, she was a teller at two Elevations Credit Union branches.
Katie has served on the St. Olaf Alumni Board of Directors, the Colorado Treasury Management Association Board of Directors, and the Finance and Supervisory Committees at Elevations. Ms. Larson was appointed to the Board of Directors in 2008 and elected in 2009. Her degree is in Economics with an emphasis in Finance from St. Olaf College in Northfield, Minnesota.
Although she attended high school in Boulder, Katie has lived in various parts of the country as well as overseas. Katie now resides in Denver and is happy to call Colorado home.
Jim Menghi — Treasurer
Jim Menghi has been a member of Elevations Credit Union for 27 years, and served on the Supervisory Committee 18 years in total, several times as Chair. Jim also participated on the Finance Committee for a year until the role was assumed by the Board of Directors. His leadership and mentoring capabilities for new committee members is well known and respected. Mr. Menghi was elected to the Board of Directors in 2008 and currently sits on the ALCO Committee. He was also a member of the 2008 CEO Search Committee.
Jim is employed at the University Corporation for Atmospheric Research (UCAR) as the Deputy Director of the Joint Office for Science Support (JOSS) since 2002 and Internal Auditor/Compliance Officer from 1985 to 2002. In his current position, he is responsible for financial management of an operating division of UCAR with over $10M in annual funding. Previously, he was an Auditor with the US General Accounting Office (GAO) for nine years. He received a Bachelor of Science degree in Accounting from the University of Delaware and holds several related professional certifications.
His two adult daughters have brought him much pride and joy. When possible he runs, bikes and hikes, taking advantage of the great Colorado outdoor lifestyle.
Nancy Herbert — Secretary
Nancy Herbert has served as a board director volunteer for over 20 various community non-profit agencies, and was most recently the Chair of the St. Vrain Valley Credit Union. She began volunteering at Elevations Credit Union in 2011 when we merged with St. Vrain Valley Credit Union in October. Ms. Herbert has also served as City Council Member for the City of Longmont and volunteered as a member of the Chamber of Commerce for both Longmont and Carbon Valley. As an administrator with the St. Vrain Valley School District, she directed communications, public relations, and school-business partnerships. Her 18 years with St. Vrain Valley Schools also included creating, implementing and managing television productions and publications, as well as the national award-winning Academics on Tour program, Business Connections Celebrations, and the Tribute to Teachers program. Ms. Herbert, owner/consultant for Communication Strategies, LLC of Longmont, Colorado, holds a bachelor’s degree in Organizational Management and is currently pursuing a MAEd to further her goal to teach business to online college undergraduates.
Don Cheyne — Board Member
Don Cheyne is an owner of Mountain Molding, LLC of Longmont, Colorado, and brings over 20 years of experience in business operation and management to Elevations Credit Union. Mr. Cheyne joined the Elevations Credit Union's Board of Directors in 2011 by way of a merger with St. Vrain Valley Credit Union, where he served as a board member for 3 years. His other volunteer activities include youth hockey development in Northern Colorado and Longmont's OUR Center, and he also served as a board member and past Chair for Longmont Meals on Wheels. Mr. Cheyne is a University of Colorado Alumni, where he earned his degree with honors for Electrical and Computer Engineering, as well as a Master of Business Administration.
Todd Gleeson — Board Member
Todd Gleeson has been a member of the faculty at the University of Colorado at Boulder since 1981. He holds a Ph.D. in developmental and cell biology from the University of California, Irvine and is a Professor in the Department of Integrative Physiology.
Mr. Gleeson served as Dean of the College of Arts and Sciences on the Boulder campus from 2001 through 2012, where he led a faculty of nearly 1,000 and managed a student population in excess of 20,000. He managed an annual budget of approximately $120M, and during his tenure increased the College’s endowment from $31 to $78M. Prior to his service as dean, Gleeson served as Associate Vice Chancellor for Faculty Affairs. He currently directs the Health Professional Residential Academic Program on the Boulder campus, a program directed at freshman and sophomore students interested in healthcare careers, and he is Faculty Director of the Buffalo Bicycle Classic, a non-profit ride dedicated to raising scholarship funds for Colorado in-state students.
Mr. Gleeson teaches courses in human physiology, and conducts research on questions of animal and skeletal muscle metabolism and physiology. He is an elected fellow of the American Association for the Advancement of Science. Todd and his wife reside in Louisville and have been Elevations Credit Union members since 1981.
Carol Krismann — Board Member
Carol Krismann has been a member of Elevations Credit Union for over 25 years. She served on the Supervisory Committee for 7 years and chaired that committee twice. She was appointed to the Board of Directors in June 2006 to fill a vacated position, and was elected to serve on the Board in 2007. Carol enjoys serving on the Elevations Foundation Board, and calls it the "fun" Board.
Ms. Krismann recently retired from the University of Colorado and had been the head librarian of the William M. White Business Library since 1982. She holds a Bachelor of Arts degree in Art History from Smith College, a Master's in Library Science from Columbia University and an advanced certificate in librarianship from the University of Denver. She is the author of two books: Encyclopedia of American Women in Business and Quality Control: A Bibliography.
She has also been very active in faculty governance at the University of Colorado, the American Library Association, and the Colorado Association of Libraries.
Eric Jones — Board Member (Immediate Past Board Chair)
Eric Jones is the owner of Tinucci, Jones & Co, P.C., a CPA firm well known in the credit union industry throughout Colorado. Eric began volunteering at Elevations Credit Union on our Finance Committee. He has extensive knowledge in all areas of the credit union industry, consulting on mortgage banking issues, formation of service organizations (CUSOs), and relevant taxation strategies. Mr. Jones was appointed to a vacant Board position in 2007 and elected to the Board in 2008. Under his leadership as Chair, Gerry Agnes was selected as our new President/CEO. December 2011, Eric was inducted into the Credit Union Executive Society’s Volunteer Hall of Fame. Mr. Jones also serves on the Board of Directors of the Elevations Foundation, Inc. Eric enjoys living in Evergreen, Colorado with his wife and two of his sons and thrives on all the activities Colorado offers.