Latest news with #CertifiedTreasuryProfessional
Business Wire
6 days ago
- Business
- Business Wire
Oncourse Home Solutions Appoints Dale R. Gerard as Chief Financial Officer
NAPERVILLE, Ill.--(BUSINESS WIRE)-- Oncourse Home Solutions, a leading provider of home protection plans, today announces the appointment of Dale R. Gerard as Chief Financial Officer (CFO). Gerard is a seasoned finance and operations leader with over 25 years of experience. Over the course of his impressive career, he has served as CFO of both public and private equity (PE) backed companies, including iFIT Health and Fitness, where he led a company-wide financial and operational turnaround, and Vivint Smart Home, where he oversaw the business' growth from $100 million to over $1.65 billion in revenue and led its IPO in 2020. His background also includes his most recent role at C1, senior roles at American Commercial Lines and Wabash National Corporation (NYSE: WNC), and a position on the board of M3-Brigade Acquisition II Corp (NYSE: MBAC). 'I'm extremely proud to announce the appointment of Dale as Chief Financial Officer, strengthening our leadership team at Oncourse,' said Aaron Cooper, Chief Executive Officer of Oncourse Home Solutions. 'We were adamant about appointing someone who demonstrated strategic execution in high-growth environments, and Dale fit the bill perfectly. He brings extensive experience leading financial strategy and driving operational improvements. His leadership will be instrumental as we continue to strengthen the value we deliver to partners and customers.' Gerard succeeds Josh Cohen, who has transitioned from the role of CFO into the role of Chief Commercial Officer at Oncourse Home Solutions. Gerard will lead Oncourse Home Solutions' Finance function and serve as a key member of both the Executive Management Committee and Executive Leadership Team. He will oversee all aspects of accounting, financial controls, treasury, budgeting, forecasting, reporting, credit, risk management, and tax planning. Gerard will also work closely with Oncourse Home Solutions' executive team and investors to support the company's operational and financial goals and enhance enterprise value. 'I'm excited to join Oncourse at a time when there is so much on the horizon,' said Gerard. 'I look forward to partnering with the team to build on its strong foundation and driving long-term sustainable, profitable growth.' Gerard holds a Bachelor of Science in accounting and an MBA from Purdue University's Mitch Daniels School of Business. He is also a Certified Treasury Professional (CTP). About Oncourse Home Solutions Oncourse Home Solutions, a leading home protection provider focused on protecting homeowners from unexpected costs, provides flexible services for home repairs, maintenance, and improvement. Through its affiliated partners nationwide, Oncourse Home Solutions serves 1.5 million homeowners across 43 states. With over three decades of experience, Oncourse Home Solutions has stayed committed to simplifying the hassles of home care and providing coverage that simply works, giving homeowners peace of mind. Visit for more information about Oncourse Home Solutions.
Yahoo
6 days ago
- Business
- Yahoo
Oncourse Home Solutions Appoints Dale R. Gerard as Chief Financial Officer
Gerard brings more than 25 years of financial leadership experience to support Oncourse Home Solution's continued growth and customer-focused mission. NAPERVILLE, Ill., May 29, 2025--(BUSINESS WIRE)--Oncourse Home Solutions, a leading provider of home protection plans, today announces the appointment of Dale R. Gerard as Chief Financial Officer (CFO). Gerard is a seasoned finance and operations leader with over 25 years of experience. Over the course of his impressive career, he has served as CFO of both public and private equity (PE) backed companies, including iFIT Health and Fitness, where he led a company-wide financial and operational turnaround, and Vivint Smart Home, where he oversaw the business' growth from $100 million to over $1.65 billion in revenue and led its IPO in 2020. His background also includes his most recent role at C1, senior roles at American Commercial Lines and Wabash National Corporation (NYSE: WNC), and a position on the board of M3-Brigade Acquisition II Corp (NYSE: MBAC). "I'm extremely proud to announce the appointment of Dale as Chief Financial Officer, strengthening our leadership team at Oncourse," said Aaron Cooper, Chief Executive Officer of Oncourse Home Solutions. "We were adamant about appointing someone who demonstrated strategic execution in high-growth environments, and Dale fit the bill perfectly. He brings extensive experience leading financial strategy and driving operational improvements. His leadership will be instrumental as we continue to strengthen the value we deliver to partners and customers." Gerard succeeds Josh Cohen, who has transitioned from the role of CFO into the role of Chief Commercial Officer at Oncourse Home Solutions. Gerard will lead Oncourse Home Solutions' Finance function and serve as a key member of both the Executive Management Committee and Executive Leadership Team. He will oversee all aspects of accounting, financial controls, treasury, budgeting, forecasting, reporting, credit, risk management, and tax planning. Gerard will also work closely with Oncourse Home Solutions' executive team and investors to support the company's operational and financial goals and enhance enterprise value. "I'm excited to join Oncourse at a time when there is so much on the horizon," said Gerard. "I look forward to partnering with the team to build on its strong foundation and driving long-term sustainable, profitable growth." Gerard holds a Bachelor of Science in accounting and an MBA from Purdue University's Mitch Daniels School of Business. He is also a Certified Treasury Professional (CTP). About Oncourse Home Solutions Oncourse Home Solutions, a leading home protection provider focused on protecting homeowners from unexpected costs, provides flexible services for home repairs, maintenance, and improvement. Through its affiliated partners nationwide, Oncourse Home Solutions serves 1.5 million homeowners across 43 states. With over three decades of experience, Oncourse Home Solutions has stayed committed to simplifying the hassles of home care and providing coverage that simply works, giving homeowners peace of mind. Visit for more information about Oncourse Home Solutions. View source version on Contacts For media inquiries, please contact: Red Thread PR on behalf of Oncourse Home SolutionsOncourseHome@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
20-02-2025
- Business
- Yahoo
Alkami Co:lab 2025 Will Feature Six Dynamic Breakout Tracks
Agenda offers expert-led discussions with over 40 speakers, CTP credits, and actionable strategies for financial institutions PLANO, Texas, Feb. 20, 2025 /PRNewswire/ -- Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami"), a leading cloud-based digital banking solutions provider for financial institutions in the U.S., has curated a dynamic series of expert-led breakout sessions for Alkami Co:lab 2025, its premier annual conference designed to foster collaboration, innovation, and growth for financial institutions. The breakout tracks at Alkami Co:lab 2025 will provide attendees with actionable insights across key areas, including digital banking, business banking, data and marketing, security and compliance, technology, and professional development. Each track is tailored to explore influential trends, address key challenges and opportunities in the financial services industry, and highlight best practices from leading institutions leveraging Alkami's product suite. The diverse lineup of speakers includes over 40 Alkami customers, partners, and industry experts. Additionally, attendees will have the opportunity to earn Certified Treasury Professional (CTP) credits by attending select sessions covering positive pay, payments, and deposit growth and treasury management sales strategies. Among the expert speakers at Alkami Co:lab 2025 is Char Sears, CCUE, vice president, member experience and product management at Unitus Community Credit Union, who will share her institution's experience leveraging Alkami's Digital Banking Platform and discuss strategies for AI-driven fraud risks, proactive detection tools, and for maintaining security while enabling innovation. "Co:lab provides an incredible opportunity to share our Alkami journey with other financial leaders and institutions while we learn from their experiences," said Sears. "The opportunity to exchange ideas, gain insights into strategies that we can realistically implement, and build meaningful relationships with peers is what makes this event so valuable year after year." In addition to educational sessions, Alkami Co:lab 2025 will feature general sessions, roundtable discussions and hands-on workshops. The Innovation Lab will be a place to meet exhibitors from Alkami and their partner ecosystem, and networking events, allowing attendees to engage directly with experts and peers to explore innovative approaches to digital transformation. To register for Alkami Co:lab 2025, visit To learn more about Alkami's Digital Banking Platform, visit here. Alkami has been certified by J.D. Power for providing "An Outstanding Mobile Banking Platform Experience1." About Alkami Alkami Technology, Inc. is a leading cloud-based digital banking solutions provider for financial institutions in the United States that enables clients to grow confidently, adapt quickly, and build thriving digital communities. Alkami helps clients transform through retail and business banking, digital account opening, payment security, and data and marketing solutions. To learn more, visit Media Relations ContactsVestedalkami@ Marla 1 J.D. Power 2024 Mobile App Platform Certification ProgramSM recognition is based on successful completion of an audit and exceeding a customer experience benchmark through a survey of recent servicing interactions. For more information, visit View original content to download multimedia: SOURCE Alkami Technology, Inc.
Yahoo
29-01-2025
- Business
- Yahoo
Alkami Co:lab 2025 Brings 40+ Speakers from Financial Institutions to be Featured at the Conference
Industry leaders and visionaries to gather for premier digital banking event; highlight is keynote speaker Jason Dorsey and other financial services experts PLANO, Texas, Jan. 29, 2025 /PRNewswire/ -- Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami"), a leading cloud-based digital banking solutions provider for financial institutions in the U.S., proudly announces Alkami Co:lab 2025, scheduled to take place March 31 - April 2, 2025 in Nashville, TN. This premier event will encompass attendees from the industry's leading community banks, credit unions, fintech providers, consultants, and analyst firms to lead, learn, network, and collaborate to drive banking forward. "Alkami Co:lab is a catalyst for innovation and collaboration in the digital banking space," said Chad Rogers, interim president and chief executive officer at Connexus Credit Union. "For Connexus, this event has always offered an unparalleled opportunity to explore relevant, cutting-edge strategies, as well as connect with like-minded institutions who share a vision for advancing the future of banking. Their client commitment to annually host such a progressive forum like Co:lab is yet another example of why Alkami remains a critical business partner and trusted advisor." Co:lab underscores Alkami's commitment to empowering financial institutions with innovative solutions that drive growth, engagement, and resilience. The agenda will feature an expert lineup of keynote presentations, interactive workshops, and many networking opportunities with the most progressive pioneers in the banking industry. Attendees can explore focused breakout sessions on topics including digital banking strategies, business banking growth, data-driven marketing, security and compliance, and technology advancements. Professional development opportunities will also be available with some sessions offering Certified Treasury Professional (CTP)/Certified Cash Manager (CCM) credits through the Association for Financial Professionals, helping attendees to sharpen their skills in treasury management solutions and advance their careers. A highlight of Alkami Co:lab 2025 will be keynote speaker Jason Dorsey, co-founder of The Center for Generational Kinetics and acclaimed researcher and presenter known for his practical solutions for bridging generations of customers, clients, employees, and stakeholders. A trusted expert on emerging behavioral trends, Dorsey has led over 150 research studies and has been featured on over 200 TV shows such as 60 Minutes, The Today Show, CNN, CNBC, BBC, NBC, HLN, FOX, and hundreds more media interviews, including a New York Times cover story. Additionally, Allison Cerra, chief marketing officer at Alkami will host an industry panel including Theodora Lau, founder, Unconventional Ventures, Jim Perry, senior strategist, Market Insights, Inc., and Jennifer White, senior director, banking and payment intelligence with J.D. Power, discussing banking trends, financial literacy, and artificial intelligence. "Alkami Co:lab is a community of forward-thinkers dedicated to redefining what's possible in digital banking," said Alex Shootman, chief executive officer at Alkami. "This year's event converges visionaries and industry leaders to share best practices, expand tactical knowledge and build connections that will mold the future of financial services." Alkami invites financial institutions to join this transformative event. Registration is now open here. To learn more about Alkami's Digital Banking Platform, visit here. Alkami has been certified by J.D. Power for providing "An Outstanding Mobile Banking Platform Experience1." About Alkami Alkami Technology, Inc. is a leading cloud-based digital banking solutions provider for financial institutions in the United States that enables clients to grow confidently, adapt quickly, and build thriving digital communities. Alkami helps clients transform through retail and business banking, digital account opening, payment security, and data and marketing solutions. To learn more, visit Media Relations Contacts Vestedalkami@ Marla __________________________________ 1 J.D. Power 2024 Mobile App Platform Certification Program℠ recognition is based on successful completion of an audit and exceeding a customer experience benchmark through a survey of recent servicing interactions. For more information, visit View original content to download multimedia: SOURCE Alkami Technology, Inc.
