Rogue Experience – Carrie has been a member of the Credit Union since 1989 and was appointed to the Supervisory Committee in 2018. In 2020, she was appointed to serve as the Chair.
Background – Carrie is a CPA and Partner of a local public accounting firm, Ashland Partners & Company LLP, a specialty CPA firm providing assurance services to investment advisors.
Key Roles and Accomplishments – Carrie is a member of the Oregon Society of Certified Public Accountants (OSCPA), and the American Institute of CPA’s (AICPA). She currently serves as Treasurer for the Southern Oregon Humane Society board and has also previously served as the 2018 Council Chair of the Oregon Society of CPA’s Southern Oregon Chapter.
Rogue Experience – C.J. has been a member of the Credit Union since 2011 and was appointed to the Supervisory Committee in 2018. He began serving as Secretary in 2020.
Background – C.J. and his wife Lindsay own and operate Outsider Coffee in Medford. As a professional speaker, coach, pastor, and autism advocate, C.J. has spoken to over a half million people coast to coast. In 2002, C.J. helped bring Sparrow Clubs USA to Southern Oregon, ultimately serving as National Program Director. In 2010, C.J. joined the Asante Foundation as Director of Development, where he raised money and support for the NICU, Nursing programs, Cardiac Care and Mental Health. In 2011, C.J. and his family received the priceless gift of being the recipients of a new home through ABC’s Extreme Makeover Home Edition, which allowed their story to be told to millions of viewers worldwide. From 2016-2019 C.J. was honored to serve as Executive Director of the Rogue Valley Manor Foundation. C.J. and Lindsay raise their four sons on their family farm in Medford and could not be prouder to call Southern Oregon home.
Key Roles and Accomplishments – C.J. served as President of Rogue Valley Non-Profit Network, which brings incredible training to local nonprofits and their board members. In 2003, under his leadership, Sparrow Clubs was awarded the Jackson County outstanding corporate citizen of the year award (nonprofit). C.J. serves on his church’s financial council and regularly meets with local and regional nonprofit leaders to help them increase their impact in the community.
Rogue Experience – Joan has been a member of the Credit Union since 2011 and was appointed to the Supervisory Committee in 2020.
Background – Since 1997, Joan has been teaching at Southern Oregon University (SOU) in the School of Business. She teaches courses in Marketing, Using GIS in Business, and Business Policy and Strategy. She currently coordinates the Certificate of Interactive Marketing and e-Commerce and the Bachelor’s of Applied Science in Management. Before teaching, she worked in finance.
Key Roles and Accomplishments – Joan holds a Master’s and Doctorate in Business Administration. She has served as the Director of the SOU and Rogue Community College Higher Education Center, Chair of the School of Business and Interim Dean. She serves on the board of SOU Youth Programs.
Rogue Experience – Sara has been a member of the Credit Union since 2004 and was appointed to the Supervisory Committee in 2020. Sara was also a student teller for the Grizzly Branch at Ashland High School in 1996/97 and a Teller at the Ashland Branch during the summer of 1997.
Background – Sara is a CPA and a Senior Instructor of Accounting at Southern Oregon University (SOU) since 2013, she teaches at the undergraduate level and in the MBA program. Prior to SOU, Sara worked in public accounting in Medford at Moss Adams and with Don L. Pinkham, CPA, PC for a combined eight years.
Key Roles/Accomplishments – Sara holds a Master of Science in Taxation from Golden Gate University, Bachelor of Science in Business with Public Accounting Concentration from Southern Oregon University and an Oregon Board of Accountancy – CPA license. Sara has served on the following boards/organizations: Women’s Leadership Conference, SOU Youth Programs Advisory Board, Phoenix Talent Schools Bond Committee, Phoenix Talent Schools Budget Committee. Sara is a member of the Oregon Society of CPA’s and the American Institute of CPA’s.
Rogue Experience – Heather has been a member of the Credit Union since 1988. She was appointed to the Supervisory Committee in 2016 and elected to the Board in 2018. She currently serves as the Board Secretary and is on other various Board committees.
Background – Heather is a CPA and the CFO of Blackstone Publishing in Ashland. Prior to Blackstone, she worked in public accounting in both Portland and Medford for nine years.
Key Roles/Accomplishments – Heather is a former Board member and Audit Committee Chair in the Oregon Shakespeare Festival. She is a member of the Oregon Society of Certified Public Accountants and the American Institute of Certified Public Accountants. She also holds the CGMA designation.