Katy Slater Email & Phone Number

Washington Dc

Oversee the Administrative functions and Professional Services practice for the firm. In my role, I collaboratively lead Human Resources and Organizational Development, Accounting and Finance and Office Admin. In my support of Professional Services, I work with a team of world-class consultants who partner with credit unions to help them grow sustainably, improve their strategic relevancy, and accelerate their impact on their members and the communities they serve.

Washington D.C. Metro Area

Project management and corporate marketing

Reston Va

Slater and Associates, LLC provided versatile project management, consultative strategic leadership, training and facilitation expertise for the credit union industry.

Tampa/St. Petersburg, Florida Area

Redesigned member-owner meetings from onsite to virtual thought-leadership webinars; reduced budget by 80%, increased attendance by 75% and maintained 4.5 satisfaction ratings (5-point scale). Designed, implemented and maintained online card portfolio performance measurement tool used monthly by 500 credit union clients to eliminate manual report monitoring. Managed syndicated market research partnerships and leveraged purchased intelligence enterprise-wide. Authored and published industry-wide white papers on financial services topics. Redesigned enterprise-wide external communications to reduce redundancy and improve market message. Created marketing materials to aid in the support and sales of enterprise-wide solutions.

Tampa/St. Petersburg, Florida Area

Responsible for development and support of enhancement solutions on over 4 million credit cards in a group service provider environment. Set strategic direction for credit product development within division and led a team of twelve product managers.Performed feasibility studies, conducted financial forecasting and implemented streamlined processes to improve time to market for new development projects.

Tampa/St. Petersburg, Florida Area

Analyzed and consulted on U.S. market research pertaining to consumers’ attitudes, behaviors, usage, and preferences for financial services. Company liaison for retail financial services clients and CUNA & Affiliates partnership. Authored 80-100 page research reports for the credit union industry for national sales distribution. Developed marketing initiatives in conjunction with CUNA & Affiliates for selling research reports through their marketing and delivery network. Acted as division liaison with corporate offices, and parent company.

Tampa/St. Petersburg, Florida Area

Directed daily operations for multi-functional department with over 50 employees. Operationally responsible for credit and debit cards; share products; ATM operations; quality service monitoring and correction; call center with approximately 40,000 incoming ACD calls monthly; records retention; member research requests and grievances; and company-wide mailroom. Oversaw and administered a $2 million departmental budget. Negotiated contracts with credit union vendors. Member of Y2K Analysis and Correction Team.

Tampa/St. Petersburg, Florida Area

Developed and administered annual audit plan including lending, operational and employee audits. Acted as company liaison with federal examiners and public accounting firm. Developed and administered the Disaster Recovery and Business Resumption Plan. Reported directly to the Audit/Supervisory Committee of the Board of Directors.

Certified Fraud Examiner

Certified Internal Auditor, Institute Of Internal Auditors

Bachelor Of Science (B.S.), Accounting