Q: Tell us about your career background.

A: I started in 1999 as a teller at a rural bank, then spent 15 years in operations and accounting. In 2018, I earned my CCBIA and became an internal auditor. After our 2019 merger, I continued as an auditor and liaison, now also overseeing FDICIA controls.

Q: What is a typical workday like?

A: I start by reviewing emails and submitting reports, then follow up on open audit items. Then, I focus on projects, procedure updates or FDICIA controls. My routine changes when auditors are on site, I’m traveling or have meetings.

Q: How do you set yourself up for a productive day?

A: Productivity comes down to prioritization and organization. I use a daily to-do list but stay flexible to adjust for higher-priority tasks as they arise.

Q: How do you keep track of your tasks? 

A: I use a standardized audit checklist to ensure consistency, along with Excel logs to stay organized. Outlook Tasks is also a favorite.

Q: What challenge are you currently facing?

A: The biggest challenge I find is balancing strong FDICIA controls with the personalized, relationship‑driven approach we’re known for.

Q: What advice do you have for others in your role? 

A: Stay flexible. Auditors wear many hats, so understanding both regulations and your bank’s culture is essential. Build relationships and keep learning.

Q: How does your bank use training for succession planning?

A: Ongoing training is key. We assess roles and staff regularly to ensure backups are ready and skill gaps are addressed. It’s about having the right people in the right seats.

Q: What is your favorite thing about ICBA conferences?

A: They’re tailored to smaller banks, making the content relevant and easy to apply to my daily work in a community bank.

Q: How has your designation affected your career?

A: It boosted my confidence and credibility, deepened my knowledge and helped me take on complex audits. It also positioned me as a key liaison between departments and external auditors, increasing the value I bring.

Upcoming ICBA institutes

  • IT Institute: Nov. 3–6, Atlanta

  • BSA/AML Institute: Nov. 4–6, online livestream

Learn more and register at icba.org/education