CFL Annual 2020


Susan has been a member of the Board’s Audit, Finance and Investment Committee and Risk and Governance Committee since 2016. She has been a member since 1984 and served as President & Trustee of Chapter 307. She is currently a Team Leader, Information Security Officer for Bellin Health. She is also an active member of her parish, St. Matthew. “ Over the past five years, I have learned the Board governance processes, which included some major efforts and challenges for the society with an acquisition, a large scale software development, a global pandemic and new President. This experience will help me understand where we are and where we need to go in the next three years. My cyber security expertise will also allow me to provide insight and understanding for the Board into CFL’s cyber internal controls. ” Bill is currently CEO of Catholic Financial Life retiring at year-end 2021. Bill served as President/CEO from 2007-2021. He has a BA from Marquette University and an MBA Cardinal Stritch University. He has been a member of the Society since 1992. He has organized and attended fraternal chapter activities, regional activities and conventions for more than 25 years. “ Given my business and fraternal experience at CFL, I believe I can continue to add value to the governance of our Society and its ongoing financial and fraternal success. My knowledge of the initiatives and strategic direction of the Society and the unique historical perspective I possess will help the Board better address risks and opportunities going forward. My faith will continue to inform my decision making and steadfast commitment to always act in our members best interest. ” Jeff is the former Chief Financial Officer/Corporate Secretary of the Society. He has been a member of the Board’s Audit, Finance and Investment Committee along with the Risk and Governance Committee since 2019. He has been a member since 2006. He has a BBA from University of Wisconsin-Madison and an MBA from the Keller Graduate School of Management. “ I believe strongly in the mission, vision and values of Catholic Financial Life. Our value proposition is more relevant than ever. Our primary responsibility is to ensure that the Board and the leadership team continue to make decisions that are in our members’ best interest. My financial background and corporate governance experience allows me to be an effective Board member that will assist our leadership team to be successful in growing and building our thriving Society. ”





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