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Board and Management

At the April 25, 2016 Annual Meeting of the Membership, the nomination results were announced for the Board of Directors and Audit Committee. The following individuals were nominated for terms ending in 2019:

Board of Directors

Audit Committee

2016 Elected Officers – Board of Directors

At the Reorganization Meeting, the officers of the Board were elected as follows:

For the complete current list of Board of Directors and Audit Committee click here.

Board of Directors

Ron Hupp* - Chairman

Ron Hupp

Before his election to the Board of Directors, where he serves as Chairman, Ron joined the Audit Committee in 2004 and served as Chairman. He previously served as the Chairman of the Audit Committee for North Central Credit Union in Wenatchee prior to its merger with Numerica. He is currently an accountant for the city of Chelan, Wash. Ron holds both Master's and Bachelor's degrees in Business Education from Chadron State College in Nebraska. He is also actively involved in the Washington Finance Officers Association and past State President of the Washington State Association of Municipal Treasurers.

Wes Mortensen - Vice Chairman

Wes Mortensen

Wes Mortensen is the managing attorney of the Spokane office of Craig Swapp and Associates, and is licensed to practice law in the states of Washington, Idaho, California and New Mexico. He is also licensed to practice in United States District Court in the Eastern District of Washington and District of New Mexico, as well as United States Court of Appeals (Tenth Circuit). His practice focuses on negotiating, litigating, mediating, and arbitrating cases involving automobile accidents, truck accidents, wrongful death, and negligent injury.

Wes attended Brigham Young University on scholarship and graduated in 2001 with a Bachelor’s degree in International Law and Diplomacy, and with a minor in Japanese studies. He earned his Juris Doctor degree from Brigham Young University’s J. Reuben Clark Law School in 2004. While at law school, Wes was lead editor of the BYU Journal of Public Law and was recognized with an award for Outstanding Student Contribution in First Year Civil Procedure. During law school and since his graduation, Wes has been associated with law firms in Washington, New Mexico and California – gaining professional experience in various areas of the law, including personal injury, product liability, commercial and construction litigation, employment law, professional liability, trademark law, and workers compensation.

Wes also spends a great deal of time in various volunteer organizations. Beginning with a two year service mission for his church in Japan, Wes has participated as a volunteer with the Boy Scouts of America over the years, as a Trustee of the Young Lawyers Division of the Spokane County Bar Association, and currently serves as the Chair of the Spokane Chapter of the J. Reuben Clark Law Society – a service-based alumni organization.

In his spare time, Wes enjoys spending time with his family in the warm months at lake Coeur d’Alene, watching Disney movies with his young children, and coaches youth soccer.

Scott Clark* - Secretary

Scott Clark

Scott was a member of Numerica's Audit Committee and has been a Board member since 2006. He currently holds the position of Co-Vice Chair of the Board of Directors. He is active in the community and volunteers his time with various organizations including the YMCA and Washington State University. Scott graduated from Kinman Business University in 1986 with a diploma in Computer Applications/Accounting Applications. He has been employed with Itron since 1997 as a principle software engineer and is currently the technical lead for one of Itron's legacy meter data collection systems used by the largest utilities in the U.S. Scott is married and has one son who lives in the Spokane area. He enjoys camping and boating in the summer with his wife and their dog, Bogart, and is an active member in the Inland Empire Mustang Club where he enjoys attending area car shows.

Adam Benson

Adam Benson

Adam is a Client Services Representative with Ecova and is responsible working with CFOs, Controllers, and Accounts Payable departments to make sure general ledgers, accruals, and financial reports are ran correctly. He also ensures that Fortune 1000 companies are staying on budget for their energy usage. Adam graduated from Washington State University in 2003 with a BA in Sport Management and a minor in Business Management. In his free time, he enjoys camping and hiking with his wife and daughter.

Before his appointment to the Board of Directors in 2013, Adam served as an Associate Board Member.

Robin Harmon

Robin Harmon

Robin has been a member of Numerica Credit Union since 1996 and currently serves as Co-Vice Chair of the Board of Directors. She and her family reside in Spokane. She is focused on being an active part of her community and divides her time between being a stay-at-home mom and a small business owner, focusing in business management. She has volunteered in the position of Treasurer for local non-profit corporations in the Spokane area. She is enthusiastic about being a volunteer board member and audit committee member for Numerica Credit Union, believing that all people deserve the respect of being provided the best service available.

Liesel Kittlitz

Liesel Kittlitz

Liesel has worked in the education, training, and corporate performance improvement industry for over 20 years. Currently, she is the Director of Marketing and Sales for Global Financial Markets Institute (GFMI), a NASBA certified financial training and consulting boutique that designs and delivers highly interactive, creative financial training solutions to commercial banks, regulators, insurance firms, investment banks, rating agencies, and support firms in the US, Canada, and elsewhere.

Prior to joining GFMI, Liesel served as Senior Vice President of Global Marketing and Operations for Omega Performance, an international performance improvement company providing credit and sales skills training for the financial services industry. During her 18+ years at Omega, Liesel also held leadership positions in learning technology, design and development, facilitator management, consulting services, client implementations, and publications and production.

Liesel graduated with honors from James Madison University in Harrisonburg, Virginia with a B.S. in Communication. She continued her education with post-baccalaureate studies in Psychology (particularly social, learning, and organizational psychology) and graduate work in Business and Finance from the McColl School of Business at Queens University of Charlotte in Charlotte, North Carolina.

Liesel enjoys getting involved with and giving back to her community. Accordingly, she has participated in Habitat for Humanity building projects, with Room in the Inn housing solutions for homeless men and women, and with Rotary. For over 20 years, she has served in a variety of volunteer and lay leadership roles in several Episcopal parishes throughout North Carolina, Virginia, and now Washington.

Susan Nielsen*

Susan Nielson

Susan Joseph Nielsen is the Executive Director for the College Success Foundation-Spokane. CSF provides the unique integrated system of supports and scholarships to inspire underserved, low-income students to finish high school, graduate from college and succeed in life. She has also been the Principal/Owner of Strategic Niche, LLC, a consultancy specializing in reputation management, branding, media relations, corporate and investor relations communications and crisis preparation. Susan's executive background and client engagements include the energy, technology, higher education, natural resources, nonprofit and health care sectors. As a small business owner, consultant and freelance journalist she has also focused on community philanthropy and volunteerism throughout her career. She is a graduate of Washington State University and received an advanced degree in Interdisciplinary Studies from Eastern Washington University. Susan is Accredited in Public Relations (APR) through the Public Relations Society of America. She has been an active volunteer with many boards and committees including Spokane Public Schools, American Red Cross, Spokane Public Relations Society of America, Girl Scouts of Eastern Washington and Northern Idaho, Junior Achievement of Washington, Spokane MARCOM, Alpha Chi Omega alumnae group and Leadership Spokane. She enjoys walking, fishing, boating and traveling. Susan and her husband Scott have two adult sons. The entire family has been active in the credit union movement for several years and they value the many ways Numerica Credit Union participates in and supports the communities where members reside.

Scott Plumb*

Scott Plumb

Scott is a partner/shareholder in the Spokane CPA firm of BlodgettPlumb P.S. He is a Certified Public Accountant and is also a Chartered Global Management Accountant. Before being elected to the board in 2012, and being re-elected in 2015, he served on the Audit Committee for two years. Scott is the immediate past president of the Spokane Chapter of the Washington State Society of CPAs. Scott also has served on other non-profit boards in the past. He has devoted many years to the Boy Scouts of America.

Scott attended the University of Nevada and graduated from the University of Phoenix. He received his MBA from the University of Idaho in 2013. Scott currently teaches as an adjunct for Whitworth University in accounting and taxation. He really loves giving back to others through his teaching.

Scott grew up in Las Vegas where he had an accounting and taxation practice for over 20 years. He and his wife raised six children and have five grandchildren. Scott has lived in Spokane Valley since 2005, and has been a member of Numerica since that time.

During his spare time, he enjoys traveling, gardening, playing with grandchildren, and spending quality time with his wife, Liz.

Yvonne Smith

Yvonne Smith

Yvonne was recently elected to the board of directors and uses her significant business development and marketing expertise, earned over the past 25 years, to ensure Numerica's continued growth and financial health. A 1988 graduate of EWU, Yvonne is a dedicated mother to her daughter Bella and has a demonstrated commitment of service to our community serving on numerous boards including the Rate Payer Advisory Board for the Downtown Spokane Partnership, Leadership Spokane, Cancer Patient Care and TeenCloset to name a few. Yvonne currently works as a Director for the Kalispel Tribe of Indians and Northern Quest Resort & Casino.

Associate Director

Gloria Ochoa

Photo and bio coming soon...

Audit Committee

Nicole Floyd

Nicole Floyd

Nicole Floyd, CPA, SPHR, CAE, is Chair of Numerica's Audit Committee. She brings nearly 20 years’ experience in areas of finance, management, sales and international business to Numerica Credit Union's Audit Committee. A native Washingtonian, Nicole has spent the bulk of her career in association management in the greater Seattle area, working as the Director of Finance and Administration for the Washington Society of CPAs in Bellevue, Wash. from 2000 to 2006, and has served in similar capacities for other state professional and trade associations. Nicole has lived in Spokane since 2004, and was the Chief Financial Officer for a technology company in Spokane Valley for over five years before she joined the team at EmSpring Corporation in 2012. Nicole is also part owner of two Spokane-based businesses.

Nicole received her BA in Business Administration from the University of Washington with concentrations in Accounting and Marketing. She has been a licensed CPA since 1997 and also holds a Senior Professional in Human Resources certification.

As EmSpring's HR & Employee Benefits Consultant, Nicole is focused on value-add Client Services for employers and their HR & Benefits leaders. She’s based out of the EmSpring Spokane office and supports EmSpring business throughout Washington, Idaho and Oregon. Nicole and her family live in south Spokane on acreage and enjoy horse racing, spending time with family and traveling.

Richard Boutz

Photo and bio coming soon...

Robin Harmon

Robin Harmon

Robin has been a member of Numerica Credit Union since 1996 and currently serves as Co-Vice Chair of the Board of Directors. She and her family reside in Spokane. She is focused on being an active part of her community and divides her time between being a stay-at-home mom and a small business owner, focusing in business management. She has volunteered in the position of Treasurer for local non-profit corporations in the Spokane area. She is enthusiastic about being a volunteer board member and audit committee member for Numerica Credit Union, believing that all people deserve the respect of being provided the best service available.

Paula Kopczynski

Paula Kopczynski

Paula was born and raised in Spokane Valley, and currently resides in Rockford, Wash. Her community service involvement includes: ski instructor for Special Olympics and Adaptive, past board member of the Arc of Spokane, member of Women's Business Enterprise National Council (WBENC), and member of the Inland Northwest Fiddle Association. She is the owner/president of Opportunity Industries, a material-handling service company established in 1978. They service and install conveyor systems and provide a variety of industrial facility services from welding to woodworking throughout the Inland Northwest. Paula considers it an honor to be on Numerica's Audit Committee.

Steve Wuerst

Steve Wuerst

Steve is a native of Spokane and graduated from Eastern Washington University with a bachelor's degree in business administration. He has been a business owner for more than 20 years, and he has a unique perspective on the challenges and opportunities facing small businesses. Steve has a breadth of experience in financial and operational management, sales, and customer service in national, international and e-commerce. He serves as president of his home owners association and is a member of the Children of the Sun Investment Club. Steve and his wife, long-time members of Numerica, have two children and three grandchildren.

*Previously served as a member of Numerica's Audit Committee.

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