Partners' Forum
Chair: The Partner Representative to the Executive Board is appointed by the IGFOA President and serves at the President’s discretion. The Partner Representative is a voting member of the Executive Board and chairs the Partners' Forum.
Members: The Partners' Forum consists of six Partner members in good standing who are appointed by the Chair for two-year terms. Each member is required to be from a different firm.
Purpose: The Partners' Forum has five primary objectives.
- Represent Partner interests to the Executive Board and IGFOA staff;
- Review Partner Program benefits annually to maximize the value of a membership;
- Outreach to Partners to promote communication and assist with optimizing membership benefits;
- Renew current Partner Program memberships and promote the program to potential members; and
- Ensure a Partner perspective is included as part of key policy and planning decisions, such as the Annual Conference Planning Team.
As part of the outreach effort, each Partners' Forum member is assigned a group of Sustaining and Associate Partners. Forum members communicate important information and updates on IGFOA events. A list of assignments can be found here. Although each partner has a designated Forum representative, any member of the Partners' Forum is an excellent resource.
The Partners' Forum meets monthly to review the progress of these priorities and discuss other issues.
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Dalena Welkomer, Chairperson
BAIRD, Director
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Kim Falco, Member
Asset Control Solutions, Inc., Director of Business Development
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April Lepic, Member
Zions Bank, Trust Officer
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Raphaliata McKenzie, Member
Speer Financial, Inc., Sr. Vice President
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Matt Parks, Member
Software Solutions, Inc., VP, Product & Strategy
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Seema G. Patel, Member
Chapman and Cutler LLP, Senior Counsel
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Kaitie Tiede, Member
Intergovernmental Personnel Benefit Cooperative (IPBC), Operations Manager
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Beth Beaty, Staff - SAM
Illinois GFOA, Senior Association Manager