Our board is comprised of cooperative development, philanthropy, education, health care, housing and economic development leaders.
Senior Vice President, National SBA Lending, Bank of America
Rick Benito is a senior vice president and national SBA executive at Bank of America. In this role, he supports the bank’s national Small Business Administration (SBA) sales and support teams. Mr. Benito joined Bank of America in 1995 after 7 years at Wells Fargo, having served in a variety of roles at both banks. Mr. Benito’s previous career experience includes the Xerox Corporation and serving as a Lieutenant in the United States Navy. Mr. Benito is active in Bank of America’s Community Volunteer Network serving as leader of the Military Support and Advisory Group in San Diego. He has served on a number of boards and other civic organizations with a focus on education, veterans’ issues, and economic development. He completed the Consumer Bankers Association Graduate School of Retail Bank Management program at the University of Virginia and is a graduate of LEAD San Diego. He received his Bachelor of Science degree in Business Administration from Valparaiso University in Indiana.
Alaina C. Beverly
Assistant Vice President, Urban Affairs, Office of Federal Relations at the University of Chicago
Alaina Beverly has been the Assistant Vice President for Urban Affairs in the Office of Federal Relations at the University of Chicago since 2017, where she is responsible for sharing the University’s research, scholarship, and models of urban investment with federal policymakers and national partners. At the University of Chicago, Ms. Beverly successfully launched Urban America Forward, an annual convening of national civil rights leaders, scholars, community based practitioners and foundations to examine evidence-based policies to further equity in America’s cities. Ms. Beverly was previously a principal at the Raben Group from 2010 to 2013, where she provided strategic planning, communications, government relations and third-party partnership services to a broad range of non-profit, corporate and philanthropic clients. Ms. Beverly served as Associate Director, Office of Urban Affairs at the White House from 2009-2010. Ms. Beverly earned a B.A. in Political Science and African American Studies from Stanford University, and a J.D. from the University of Michigan Law School.
Chief Sustainability Officer, City of San Diego
As Chief Sustainability Officer, Erik Caldwell leads the implementation of the City of San Diego’s ambitious efforts to reduce its greenhouse gas emissions. Under his leadership the city’s implementation efforts are focused on increasing the energy and water efficiency of facilities, furthering the use of renewable energy, expanding transit and alternative mobility choices, diverting waste away from our landfill, and preparing the city for the impacts of climate change. San Diego’s sustainability team is recognized nationally and internationally for its work accelerating San Diego’s transition into a post-carbon future. Prior to taking on the CSO role, Mr. Caldwell held several other leadership positions with the city and a long career in public policy. He earned a Bachelor of Arts degree in Political Science from California State University San Marcos, a Master of Business Administration degree from San Diego State University, in addition to completing advanced studies in Real Estate, Data Analytics, and Data Visualization.
Executive Director, SBA Solutions Group, Chase
Cameron is the Executive Director for the SBA Solutions Group at Chase. She has over 38 years of banking experience, the last twenty-four specializing in SBA lending. Ms. Cameron oversees sales and operation teams that provide support for SBA products offered by Chase. She has designed and facilitated access to capital seminars at multiple Chase for Business events to provide valuable insights to small business owners on how to use credit to grow their business and manage cash flow. She has been an instructor for the National Association of Government Guaranteed Lenders (NAGGL) for over nineteen years. Ms. Cameron has also sat on the NAGGL Technical Issues Committee. Ms. Cameron also sits on the Board of Directors for the National Association of Development Companies and is a member of the NAGGL Large Lender Committee. Ms. Cameron graduated Summa Cum Laude from Western International University with a Bachelor’s degree in Finance.
President, CDC Small Business Finance
For over 35 years, Kurt Chilcott has been dedicated to economic development and creating access to responsible and affordable capital for small businesses. Mr. Chilcott served as the president and CEO of CDC Small Business Finance (CDC) from 1998-2021, helping the organization to become the leading small business lender in the country. While there he helped pioneer a variety of new mission-based lending products and advanced strategic initiatives to raise capital. Mr. Chilcott also serves on the boards of the National Association of Development Companies, the California Endowment, and the International Economic Development Council. Prior to leading CDC, Mr. Chilcott worked for the City of San Diego to help reshape its economic development strategy creating one of the first industry cluster-based regional economic development strategies in the nation and leading the revitalization of numerous underserved communities throughout San Diego. Mr. Chilcott received his Bachelor’s degree from Harvard University and a Master of Public Policy degree from University of California, Berkeley.
Jennifer Smith Dolin
Vice President of Operations, Mercy Housing California
Jennifer Smith Dolin is the Vice President of Operations for Mercy Housing California, a public benefit non-profit corporation, where she manages the collaboration between real estate development, in resident services, property management and portfolio services and also runs the retail development and relocation services for low income multi-family housing throughout the state of California. She sits on a number of real estate closely held boards on behalf of Mercy Housing and is a member of the Board of Directors for National Cooperative Bank, N.A. Her commitment to community revitalization began in New York City where she worked in the economic development department of Common Ground. She received her Bachelor of Science degree in Business from Santa Clara University.
Casey P. Fannon
President, The National Cooperative Bank, N.A.
Casey Fannon joined the National Cooperative Bank, N.A. (NCB) in 1996. He is currently the President of NCB and is a member of the bank’s Executive Committee, Enterprise Risk Management Committee, Asset Liability Committee and Credit Right Risk Management Committee. As President, Mr. Fannon is responsible for corporate lending and relationship management for the bank’s cooperative markets and customers. Prior to this role, Mr. Fannon served as Vice President for the bank and was responsible for overseeing the bank’s business development and loan production for New York and national cooperative housing and traditional commercial real estate lines of business. Mr. Fannon has also held positions in the bank’s Real Estate Group, Strategic Initiatives Group, and Capital Markets group. He received a BS in Finance from Bentley University and is a Chartered Financial Analyst charter holder.
Pedro I. Goitia – Board Chair
Partner (Retired), KPMG
Mr. Goitia is a retired Partner from KPMG, where he spent his entire career (32 years). After spending 11 years in the audit department serving banking and other financial institutions, he was promoted to Partner in 1995 and moved to the advisory department to specialize in the structured finance and mortgage banking industries. During his 21 years as a Partner, he lead/co-lead the securitization group, served as account representative for several large local and national securitization and mortgage banking clients and was project manager on multi-year engagements involving risk management process, financial reporting processes/controls and compliance testing of credit agreements. Throughout his career, Mr. Goitia was heavily involved in diversity and inclusion initiatives, serving as Partner Champion of the DC Area Hispanic Latino Network and Trustee of the KPMG Foundation. Mr. Goitia earned a B.S.B.A. from Washington University in St. Louis in 1983 and a Master’s Degree in Accountancy from the George Washington University in 1984. He is a Certified Public Accountant.
Director (Retired), Capital Markets, Federal Home Loan Bank – Office of Finance
Gail Markulin is the retired Director of Capital Markets for the Federal Home Loan Bank-Office of Finance (FHLBank); Ms. Markulin worked at FHLBank for more than 27 years, serving in various capital markets positions. Ms. Markulin currently serves on the Board of Directors for Aspire! Afterschool Learning and previously volunteered as a tutor and mentor with AHC, Inc. a nonprofit affordable housing developer of low- and moderate-income housing in Virginia, Maryland and Washington, D.C. Ms. Markulin earned an M.B.A. in Finance from George Washington University and a B.A. from Pennsylvania State University.
Executive Vice President and Chief Executive Officer, Outdoor Venture Corporation
Ray Moncrief currently serves as Executive Vice President and Chief Operating Officer of Outdoor Venture Corporation and has served on its Board of Directors since 1983. Mr. Moncrief is the President and Chief Executive Officer of Mountain Ventures, Inc., a licensed SBIC, wholly owned by Kentucky Highlands. He is also President and Chief Executive Officer and a board member of Southern Appalachian Management Company, LLC and Eclipse Management, LLC, the General Partner of Meritus Ventures, L.P. President Donald Trump and President George W. Bush appointed Mr. Moncrief to the Community Development Advisory Board. Mr. Moncrief is a founding director and is currently Chairman of the Board of Directors of the Community Development Venture Capital Alliance (CDVCA). He received the NASVF Lifetime Achievement in Seed Investing Award. This award was presented to him by the National Association of Seed and Venture Funds in 2012. Mr. Moncrief is an active Director on six corporate Boards of Directors and has been an advocate for using equity for economic development. Mr. Moncrief earned a B.S. Degree in Accounting from Louisiana Tech University in 1972.
Co-Founder and Officer, Precision Healthcare Ecosystem
Orion is Co-Founder and Officer of Precision Healthcare Ecosystem, a nonprofit pioneering a new model of healthcare focused on patient education and empowerment, primarily through its flagship program, Project Apollo. Ms. Orion has decades of experience in enterprise development and business incubation. She served as interim President and COO of CONNECT, having served as President and Chief Executive Officer of the San Diego Regional Technology Alliance (RTA) until its merger with CONNECT in 2005. CONNECT is a technology business accelerator dedicated to the creation and sustained growth of innovative, science-based companies. She has served on numerous boards for companies and non-profit organizations and has been recognized by San Diego Business Journal and others for her leadership in the regional entrepreneurial ecosystem. Ms. Orion earned her MBA in Health Services Management from Webster University, her Bachelor’s degree from Thomas A. Edison College, and studied Drama/Directing at Carnegie-Mellon University.
Diverse Markets Executive and Community-Based Programs Manager, MUFG Union Bank
Frank Robinson has served as the Diverse Markets Executive and Community-Based Programs Manager for MUFG Union Bank since 1996. In this capacity, Mr. Robinson strategically advises the president of Union Bank and partners with Commercial, Business Banking, Small Business Administration, Affluent and High Net Worth lines of business. This enables an diverse client engagement and culture with a focus on Black/African-American, Latinx, Asian, Native Americans, LGBTQ, veterans, and female clients. He is also in charge of Union Bank’s student run branch program, the financial education centers, and Corporate Social Responsibility’s special projects. In 2003, he became a vice president and segment manager of Business Diversity Lending for the bank, in this capacity he oversaw the bank’s Special Purpose Credit Program. Mr. Robinson earned a Bachelor’s degree in business management from California State University, San Bernardino. He is also a graduate of Pacific Coast Banking School at the University of Washington. Mr. Robinson serves on the board of the Educating Young Minds and is the Western Province Chairman of the Kappa 100 for Kappa Alpha Psi Fraternity, Inc.
President & CEO, Thomas Topuzes & Associates, LLC
Topuzes is President and CEO of Thomas Topuzes & Associates, a consultancy that provides a wide range of services to organizations in the public, private, and non-profit sectors. He and his firm advise clients across the United States and Mexico on strategic planning, trans-border commerce, financial institution regulatory relations, and more. His professional experience includes executive roles at multiple banks, government service as the Region XI SBA Administrator and within the Office of the Governor of California, and private legal practice. Mr. Topuzes has been deeply involved in his community, serving as director, trustee, advisor or founder to over a dozen leading organizations in sectors as diverse as banking, education, health, local, state and national agencies, and economic development. He received his Bachelor’s degree from San Diego State University and his JD from the Thomas Jefferson School of Law. He also holds an associate’s degree from San Diego Mesa College. He served in the United States Air Force and is an active member of the State Bar of California.
Chief Executive Officer, Goodwill Industries of Greater Detroit
Dan Varner has been the Chief Executive Officer of Goodwill Industries of Greater Detroit, a non-profit organization focused on employment training, education, support and job placement programs for residents of Greater Detroit, since 2016. Mr. Varner served as Chief Executive Officer at Excellent Schools Detroit from 2011 to 2016, and worked as a Program Officer at the W.K. Kellogg Foundation on both the Michigan and Education & Learning teams from 2010 to 2011. Mr. Varner was the cofounder of Think Detroit; he served as the Chief Operating/Finance Officer from 2000 to 2006, and the Chief Executive Officer of Think Detroit PAL, which was the result of a merger with the Detroit Police Athletic League, from 2006 to 2010. Mr. Varner earned a B.A. from the University of Michigan and a J.D. from the University of Michigan Law School.