Current Board Members

2016-2017 Executive Board

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Mary Martin
PRESIDENT
Mary Martin
Director, Bureau of State and Authority Finance – Michigan Dept. of Treasury
Lansing, MI

Mary Martin has been employed with the Michigan Department of Treasury since 2003. She is the Director of the Bureau of State and Authority Finance, which administers the issuance and payment of state bonds and notes, manages the state’s common cash fund and includes the Michigan Finance Authority, State Building Authority and School Bond Qualification and Loan Program. Mary previously served as the Director of the Student Loan Division and Assistant Director of the School Bond Qualification and Loan Program within Treasury and worked as an audit supervisor with the Michigan Office of the Auditor General. She received a Bachelor of Business Administration Degree with an accounting concentration from the University of Michigan-Flint and is a Certified Public Accountant. Mary has served on the Board of Michigan Women in Finance since 2011.

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Laura M. Bassett
VICE PRESIDENT
Laura M. Bassett
Senior Assistant Corporate Counsel – City of Detroit Law Department
Detroit, MI

Laura Bassett joined the City of Detroit Law Department in 2017, as part of the Department’s Transactional and Economic Development division. In her role with the City, she provides legal interpretations and advice on planning and economic development programs, City contracts and zoning matters. She received her J.D. from Wayne State University, her Ph.D. in history of art from the University of Michigan and her B.A. from Kalamazoo College. Laura has served on the Board of Michigan Women in Finance since 2012.

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Tracey L. Mooney
TREASURER
Tracey L. Mooney
Vice President/Relationship Manager – Global Corporate Trust Services, U.S. Bank National Association
Detroit, MI

Tracey has worked in U.S. Bank National Association’s Corporate Trust Services Group since 1998. In her role as a Relationship Manager, she has worked on numerous public and private financing’s in a trustee, registrar and paying agent or escrow agent capacity with healthcare, education, senior living, and utility and transportation clients. She has a Bachelor of Arts Degree in Communications from the University of Michigan – Dearborn. Tracey joined the Board of Michigan Women in Finance in 2014.

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Venita Terry
SECRETARY
Venita Terry
Finance Manager – Ypsilanti Community Utilities Authority
Ypsilanti, MI

Venita Terry has been with Ypsilanti Community Utilities Authority since 2003. In her role, as Finance Manager, she manages the Accounting and Customer Service departments that are responsible for the treasury, accounting, utility billing, and customer service functions. She is a real estate agent in addition to her role in finance. She earned her Bachelor of Business Administration in Finance from Cleary University and a Master of Public Administration in Public Management from Central Michigan University. She is a Certified Public Funds Investment Manager, and is a licensed State of Michigan realtor. She is currently a member of the Michigan Government Finance Officers Association, Michigan Municipal Treasurers Association, and Greater Metropolitan Association of Realtors. Venita joined the Michigan Women in Finance board in 2014.

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2016-2017 Directors

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Karen Coffman
Karen Coffman
Treasurer – Jackson County
Jackson, MI

Karen Coffman has served in Jackson County Government since 1995; ten years at the District Court and eleven years in the County Treasurer’s office. Karen, who has a Master’s Degree in Public Administration from Western Michigan University, currently serves as Treasurer on the Jackson County Building Authority Board and Treasurer on the Hospital Finance Authority Board. Karen also serves as Chairwoman on the Jackson County Land Bank Authority Board. She is currently serving as First Vice President on the Michigan Association of County Treasurers organization and Chairwoman on the Non Profit Network Board in Jackson. Other organizations that she participates in are Government Finance Officers Association, Michigan Government Finance Officers Association, Association of Public Treasurers of the United States and Canada, Michigan Municipal Treasurers Association and the Jackson County Treasurers Association. The current certifications that she holds are Advanced Certified Public Funds Investment Manager and Certified Public Finance Administrator. She has served on the Board of Michigan Women in Finance since 2011.

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Julie M. Gust
Julie M. Gust
First Vice President – Municipal Banking Chemical Bank
Troy, MI

 

Julie M. Gust is First Vice President of Municipal Banking with Chemical Bank in Detroit, MI. She has spent her 30 year career managing municipal fund relationships, delivering deposit, treasury management and lending services throughout Michigan. Julie has held various board positions with local county treasurers associations and the Michigan Municipal Treasurers Association. Julie is an active member of the Michigan County Treasurers Association, Michigan Government Finance Officers Association and Michigan School Business Officials. She holds a Bachelor of Arts Degree in Communications from Michigan State University. Julie has served on the MWIF Board since 2015.

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Toni Koss
Toni Koss
Managing Director – The PrivateBank
Birmingham, MI

Toni Koss is Managing Director at The PrivateBank, responsible for leading the Municipal Funds team. Toni joined the bank in 2008 and is charged with bringing depository solutions to public clients across the state. Prior to joining The PrivateBank, Toni served at Standard Federal Bank where she held various positions servicing public funds and commercial clients. Toni is an associate board member of the Wayne County Treasurers Association and a member of several local treasurer associations, including the Michigan Association of County Treasurers, Michigan Government Financial Officers Association and Michigan Municipal Treasurers Association. Toni joined the Michigan Women in Finance Board in 2014.

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Glenna M. MacDonald
Glenna M. MacDonald, CPA, CFO
Director of Finance – Howell Public Schools
Howell, MI

Glenna M. MacDonald, CPA, CFO, joined Howell Public Schools in December, 2014, as the Director of Finance. Prior to that, she served as the Supervisor of Finance at Huron Valley School District for six years and the Director of Accounting for Brighton Area Schools for ten years. Ms. MacDonald’s experience also includes 10 years public accounting experience with Arthur Young, Ernst & Young and Post, Smythe, Lutz and Ziel. In addition, she has five years finance experience in non-profit entities with the Michigan Metro Girl Scouts and Huron Services for Youth. Ms. MacDonald is a member of Central Michigan School Business Officials, Michigan School Business Officials and is a Past-Chairperson of the Michigan School Business Officials Finance Committee. She has also served on the Board of Michigan Class, a local government investment pool, since 2008. Ms. MacDonald received her Bachelor of Science, Major in Accounting, from Northern Michigan University and is a certified public accountant.  Glenna has served on the Board of Michigan Women in Finance since 2015.

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Marilyn J. Montgomery
Marilyn J. Montgomery
Supervisor, Finance & Planning – Lansing Board of Water and Light
Lansing, MI

Marilyn has been with the Lansing Board of Water and Light since 2007. During that time she has been involved in the field of finance serving as Treasury Analyst, Sr. Rate Analyst, and Supervisor of Finance and Planning. She retired from General Motors in 2006 where she held numerous positions in the accounting and finance areas. Ms. Montgomery received her Bachelor of Science in Business Administration with a major in accounting and a minor in economics from Central Michigan University. She also has a Master of Management degree from Aquinas College, and is currently working on a MBA with a concentration in finance from the University of Michigan-Flint. She was recently inducted into Beta Gamma Sigma which is an international honor society for collegiate schools of business. Marilyn joined Michigan Women in Finance Board in 2015.

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Terrah Opferman
Terrah Opferman
Vice President, Healthcare & Not-for-Profit Banking – JPMorgan Chase
Detroit, MI

Terrah Opferman is a healthcare banker with JPMorgan Chase Bank. Since joining JPMorgan Chase in 2004, Terrah has held both credit and lending roles. She earned her undergraduate degree from Albion College and her MBA from Michigan State University. Terrah has served on the Board of Michigan Women in Finance since 2011.

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Lisa Powell
Lisa Powell, CTP, CPFIM
Vice‐President, Government Banking Relationship Manager – Flagstar Bank
Grand Rapids, MI

Lisa has been in banking over 20 years, and joined Flagstar Bank in 2010. She is a member of the Bank’s Government Banking team that currently serves over 400 Michigan municipalities and school districts, delivering investment, checking and Treasury Management services to the Bank’s public sector clients. She grew up in the Kalamazoo, Michigan area and is a graduate of Western Michigan University. Lisa is active in a number of organizations, including the Michigan Association of County Treasurers, Michigan School Business Officials, Michigan Governmental Finance Officers Association, Michigan Municipal Treasurers Association, Kent, Ottawa and Kalamazoo County Treasurers Associations, and the West Michigan Association for Financial Professionals. She is on the fund raising committee for Holland Hospital’s Culinary Cabaret, and previously served on the board for the West Michigan Association for Financial Professionals. Lisa joined the Michigan Women in Finance board in 2016.

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Andreea Raetchi
Andreea Raetchi
Vice President, Non-Profit & Healthcare Banking – Citizens Bank
Southfield, MI

Andreea Raetchi is Vice President, Non-Profit and Healthcare Banking and has been with Citizens Bank since 2013. Andreea started her career in banking in 2004 after receiving her BS in Finance from Oakland University in Rochester Hills, MI. Andreea works with clients in the highly specialized healthcare, education and non-profit sectors. Her responsibilities include business development, structuring and negotiating deals and managing a portfolio of existing clients. Andreea also serves on the Board of the Michigan Roundtable for Diversity and Inclusion. Andreea joined the Michigan Women in Finance Board in 2015.

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Dina A. Reed
Dina A. Reed
Vice President, Financial Planning and Analysis

Dina joined Wayne County Airport Authority (WCAA) in 2005. In her role as Vice President, she oversaw a broad spectrum of matters related to financial planning and management of Detroit Metropolitan and Willow Run Airports as well as the Westin Hotel. Previously, Dina worked at Northwest Airlines and Walt Disney World. She has a broad array of experience in accounting, budgeting, short and long term financial planning, management reporting, construction finance, capital planning, and debt management and issuance. Dina is a member of Government Finance Officers Association (GFOA) and Inforum Center for Leadership and has served in various leadership roles with the Airports Council International North America (ACI-NA) Finance Committee, and American Association of Airport Executives (AAAE) where she earned her designation as a Certified Member (C.M.). Dina earned a Bachelor of Business Administration Degree with a major in Finance from Eastern Michigan University and her Masters of Science degree in Management, Strategy and Leadership from Michigan State University. She is also a graduate of Inforum Center for Leadership’s Executive Leadership Program. Dina joined the Michigan Women in Finance Board in 2016.

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Jane M. Saurman
Jane M. Saurman
Chief Financial Officer – Kent District Library
Grand Rapids, MI

Jane Saurman is the Chief Financial Officer for the Kent District Library in greater Kent County, Michigan. She began her career 30 years ago as the elected Treasurer for the City of Kentwood. She comes to KDL from Hungerford Nichols CPAs and Advisors where she was the Senior Governmental Consultant with 25 years of experience, specializing in auditing and consulting services for governmental units, primarily school districts and municipalities. She has a Bachelor of Science degree in Business Administration from Lake Superior State University, and she is a member of several associations, including the Michigan Library Association, American Library Association, Government Finance Officers Association, Michigan Government Financial Officers Association, Michigan Municipal Treasurers Association, and Kent County Treasurers Association. Jane joined Michigan Women in Finance Board in 2015.

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Alyson Schafer
Alyson Schafer
Assistant Vice President, Public Finance – Robert W. Baird & Co.
Lansing, MI

Alyson Schafer has been with Robert W. Baird & Co. since 2013. Since joining Baird, Alyson has been responsible for providing banking and analytical support on various state and local level transactions. Alyson received her Bachelor of Arts in Finance from the Eli Broad College of Business as well as a minor in economics from Michigan State University. She is also licensed through the Financial Industry Regulatory Authority (FINRA) as a Municipal Securities Representative (Series 52). Alyson joined the Michigan Women in Finance Board in 2015.

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Kari Shea
Kari Shea
CPA, Audit Manager – Plante Moran, PLLC
Southfield, MI

Kari Shea has over 13 years of experience in public accounting. Kari is licensed to practice as a certified public accountant in Michigan. Kari works as part of the firm’s attestation and consulting practice, primarily serving local governmental units, not-for profit and healthcare clients. Her recent experience beyond job organization and management, training and supervision of staff, and communication with clients includes: management of compliance audits of federally funded programs, assistance with design and review of internal control systems, financial forecasting and developing strategic plans for multi-year budgeting, and general business consulting. Kari has been appointed as a governmental and not-for-profit single audit engagement specialist. Kari is a member of the American Institute of Certified Public Accountants, Michigan Government Financial Officers Association where she sits on the Legislative Committee, and joined Michigan Women in Finance in 2013.

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Christina B. Struwe
Chris Struwe
Investment Technician City of Southfield
Southfield, MI

On May 1st, Chris Struwe became Investment Technician for the City of Southfield. Chris was formerly with Huntington Bank and has extensive treasury/government banking experience in Southeastern Michigan. Chris has been a member of several county treasurer associations, and has served as a board member on the Wayne, Oakland and Macomb Treasurer’s associations. In addition, she has been a member of Michigan Association of County Treasurers, Michigan Government Finance Officers’ Association, Michigan Municipal Treasurers Association and Detroit Treasury Management Association. Chris is a member of the American Business Women’s Association (ABWA), Novi Oaks Charter Chapter. In 2014, Chris was recognized nationally as one of the Top Ten Business Women of ABWA. She holds a Bachelor of Arts in Business Management from Madonna University; and a MBA Essentials Certificate from ABWA-Kansas University School of Business. Chris joined the Michigan Women in Finance Board in 2015.

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Jennifer C. Trowbridge
Jennifer C. Trowbridge, CFA
Co-Founder & Managing Principal – RedTree Investment Group
Cincinnati, OH

Jennifer C. Trowbridge, CFA is the co-founder of RedTree Investment Group, a registered investment advisor formed in 2014 to work exclusively with public entities to help manage and invest their funds. She has nearly 20 years of experience in the investing industry, the vast majority of those years dedicated to Public Funds. Prior to founding RedTree, Jennifer worked at Robert W. Baird and Fifth Third Bank. Jennifer has both her B.S.B.A. in Finance and her M.B.A from Xavier University. She received the Chartered Financial Analyst designation in 2006. Jennifer joined the Board of Michigan Women in Finance in 2016.

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Cheryl S. Wald
Cheryl S. Wald, CPA, CFO
Chief Financial Officer – Mason Public Schools
Mason, MI

Cheryl S. Wald, CPA, CFO, became the Chief Financial Officer for Mason Public Schools in November 2014. Previously, she served as the Director of Finance for Howell Public Schools for 16 years. Ms. Wald’s experience includes private consulting, Director of Finance for Central Michigan Lumber and auditor for both Plante & Moran, PLLC and Peat Marwick. She serves as a board member and Past President of the Michigan School Business Officials and was honored as an Emeritus Board member of the Greater Lansing Food Bank, where she had been a board member for 22 years. Ms. Wald received her Bachelor of Science in Business degree with a major in accounting from Miami University, Oxford, Ohio and is a certified public accountant. She was an Honorary Chair for the 2010 Michigan Women in Finance annual conference. Cheryl has served on the Board of Michigan Women in Finance since 2011.

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Teresa Walter
Teresa Walter
Vice President – U.S. Bank Global Corporate Trust Services
Lansing, MI

Teresa Walter has been with U.S. Bank Global Corporate Trust Services in a variety of capacities since 1989. As an account manager, she has worked on numerous public and private municipal financing’s at the state and local level in a trustee, registrar, paying agent or escrow agent capacity with healthcare, education, housing and utility customers. Prior to employment by the Bank she worked as a Paralegal/Legal Secretary for Lynam and Associates of Lansing, Michigan and Bloomquist Wegner & Hunter of Grayling, Michigan. Teresa has a B.S. in Business Administration from Central Michigan University and an A.A.S. in Legal Assisting from Ferris State College. Teresa has served on the Board of Michigan Women in Finance since 2011.