TIM SMITH
CREDIT UNION PRACTICE LEADER
Tim Smith, CPA
Credit Union Practice Leader
Tim Smith is an experienced CFO with strong credit union experience. He is a qualified leader who unifies a team around a purpose-driven strategy that resonates in the marketplace. He has experience in developing and continuously improving the member experience, managing risk, advancing technology, investing in team and culture development, and providing value to our community and industry.
Tim worked as the CFO/Sr. VP of a full-service $2 billion credit union with 350 employees serving over 110,000 members through 17 branches, three lending centers, a contact center, and electronic delivery channels. Tim is skilled in partnering with CEOs, Senior Management, and the Board in strategy development, organization, and leadership. He has been responsible for all financial management and regulatory reporting. Tim has had direct development in strategic planning, product development, product management, risk management, member service support, technology, steering committee, vendor management, contract administration, payment services, data security, and continuous process improvement.
Tim has an MBA in Finance from Bauer College of Business – University of Houston as well as a BBA in Accountancy, from Bauer College of Business – University of Houston. He has a CPA from the State of Texas. Other Certifications: CUDE, Credit Union Development Educator April 2021. NCUF. Financial Coach, Certified Financial Coach 2021 - NFEC. CFEI, Certified Financial Education Instructor 2020 - NFECetts.