The ONESOURCE Trust Tax User Group Board
The ONESOURCE Trust Tax User Group Board members volunteer their time to be your voice on improvements to the software and to advocate for you on industry challenges.
Chris Gillam
President
Chris is a senior manager with Deloitte. He has over 18 years of experience providing bank and trust company clients with solutions related to outsourcing trust tax and fiduciary related tax compliance services.
Katie Fiorentino
President Elect
Katie is the Director of Tax Compliance at Glenmede based in Philadelphia, PA. She has over 12 years of experience in fiduciary taxation and is an enrolled agent with the IRS.
Jim Ciarlette
Past President
Jim is a National Practice Tax Leader for Northern Trust based in Chicago, IL.
Jenna Mayer
Treasurer
Jenna is the Vice President - Segment Manager of the Trust Tax Group at Frost Bank. She has worked for Frost Bank for 15 years and has over 12 years of experience in fiduciary, estate, charitable and IRA accounts tax preparation Service.
Tony Jacobson
Secretary
Tony is the Senior Vice President - Division Manager of the Tax Analysis Group at Bank of America. He has worked for Bank of America for over 20 years.
Jeff Maslanich
Central Regional Chairperson
Jeff is a Senior Tax Manager with Trust Processing Solutions with more than 25 years of experience working with fiduciary clients and banking institutions.
Stu Seidman
Mid-Atlantic Regional Chairperson
Stu is a Partner at Fiduciary Tax Consultants based in Brooklyn, New York with 40 years of Fiduciary, Charitable and Information Reporting experience.
Eric Coursey
Southeast Regional Chairperson
Eric is a Director with 32 years of Fiduciary Tax Experience with Trust Processing Services.
Ehab Awad
West Regional Chairperson
Ehab is a manager in the KPMG with more than 18 years of experience working with fiduciary clients and banking institutions.
Maureen Ford
New England Regional Chair
Maureen is a Senior Tax Specialist with Welch & Forbes based out of the Greater Boston Area.
Stephanie Rebnord, CPA, CGMA
Midwest Regional Chair
Stephanie is a Trust Tax officer with Dorsey & Whitney Trust Company based out of Sioux Falls, South Dakota. Stephanie has been a Trust Tax user for over 10 years.
Jeff Koogler, EA
State Committee Chairperson
Jeff is a Tax Manager for Ernst & Young based out of Columbus, OH with over 30 years of fiduciary tax experience. Jeff is an enrolled agent with the IRS.
Nancy Rakers
Charitable Committee Chairperson
Nancy is a Tax Manager at TIAA Kaspick and has over 10 years of tax experience.
Lee Porter
User Group Liaison
Lee is the Senior Product Manager for the ONESOURCE Trust Tax product. She has been with Thomson Reuters for over 30 years.