Board Volunteer Bio Survey Form - TruStone Financial CU

Volunteer Official Bio Form

Section 1 // Basic Information and Employment

Name(Required)

First Last

Retired:(Required)

Yes

If retired, indicate the year:

Current/Most Recent Employer

Employer Name:(Required)

What year did you start with this Employer:(Required)

Job Title:(Required)

Job Responsibilities:(Required)

Previous Employer

Employer Name:

What year did you start with this Employer:

Job Title:

Job Responsibilities:

Please provide any additional employment information that you wish included in your biography:

Section 2 // Designations and Education

Please detail any designations you hold, as well as educational experience as it relates to your career.

Formal designation / Party conferring designation 1:

Examples: Formal designation: CFP. Party conferring designation: Certified Financial Planner Board of Standards.

Formal designation / Party conferring designation 2:

Examples: Formal designation: CFP. Party conferring designation: Certified Financial Planner Board of Standards.

Education 1

Degree earned:

Examples: Bachelor of Arts, Master of Science, Master of Business Administration

Area of concentration:

Examples: Finance, Marketing, Accounting

Institution conferring degree:

Examples: University of Minnesota, University of St. Thomas

Year degree was earned:

Examples: University of Minnesota, University of St. Thomas

Education 2

Degree earned:

Examples: Bachelor of Arts, Master of Science, Master of Business Administration

Area of concentration:

Examples: Finance, Marketing, Accounting

Institution conferring degree:

Examples: University of Minnesota, University of St. Thomas

Year degree was earned:

Examples: University of Minnesota, University of St. Thomas

Please provide any additional education that you wish included in your biography:

Section 3 // Professional Associations and Community Involvement

Please detail any professional associations you are involved with as well as community/volunteer work.

Professional Association 1

Professional Association Name:

Examples: MNCPA, PRSA

Office held, if applicable:

Examples: MNCPA, PRSA

Dates involved:

Example: 2012-present

Professional Association 2

Professional Association Name:

Examples: MNCPA, PRSA

Office held, if applicable:

Examples: MNCPA, PRSA

Dates involved:

Example: 2012-present

Please provide additional associations not covered above:

Community Involvement

Please outline community/volunteer work that you wish included in your biography:

Section 4 // Awards and Accolades

Please detail any career awards or accolades you have earned.

Award/Accolade 1

Name of award or accolade:

Party conferring award or accolade:

Month and year conferred:

Additional details:

Award/Accolade 2

Name of award or accolade:

Party conferring award or accolade:

Month and year conferred:

Additional details:

Please provide any additional awards/accolades that you wish included in your biography:

Section 5 // Personal Life

Please provide information regarding your personal life including hobbies and family.

Significant Other:

Other Family (children, parents, etc.) – Names:

For purposes of honoring life events, etc.

Hobbies:

Examples: Fishing, Karaoke, Building log cabins

Other personal information you wish included in your biography:

Examples: Military service, previous experience in the credit union industry, interesting facts, etc.

CAPTCHA

Volunteer Official Bio Form

Section 1 // Basic Information and Employment

Current/Most Recent Employer

Previous Employer

Section 2 // Designations and Education

Education 1

Education 2

Section 3 // Professional Associations and Community Involvement

Professional Association 1

Professional Association 2

Community Involvement

Section 4 // Awards and Accolades

Award/Accolade 1

Award/Accolade 2

Section 5 // Personal Life

PERSONAL

PLAN & INVEST

BUSINESS

LEARN

ABOUT US

SERVICES