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About The Expert Four decades of business experience provide a range of experiences that blend into a unique set of qualifications for Dan’s consulting, facilitating, training and coaching. During the 1970s, Dan served as a regulatory examiner, and is only one to become the state’s Credit Union Administrator. In the 1980s he not only founded his consulting firm, but also participated in opening a Big Brothers Big Sisters agency. From 1987, he served 18 years as a credit union President/CEO, during which time he brought Consumer Credit Counseling to the community. He served as chair of the board in three nonprofits. He blends those experiences and perspectives into a balanced approach that helps organizations continue to build on their successes through effective leadership and management, visioning and strategy, and sound governance. Dan has written more than 220 columns and commentaries published in industry periodicals. He authored five volunteer advancement learning modules for two national Associations, authored two books on credit union governance, and a model of board governance policies. His original and popular CU Financial Statements in Plain English training program, available on DVD, has enlightened credit union volunteers and staff alike for two decades. Dan has also taught Financial Interpretation at the Volunteer Institute of Tallahassee Community College. A sought after speaker with a historical perspective and entertaining quick wit, he is practical in content, inspirational in delivery, and challenges the status quo. The Clark Governance Model is a perfect blueprint for credit unions and nonprofits to continue their success in the 21st century. Dan earned a degree in business and economics, with a concentration in accounting, from Rollins College in central Florida. While at a Tallahassee credit union, he earned the Certified CU Executive Designation. A new company will fulfill his mission to see middle-Americans, the U.S. middle class, become growing and strong again, through Financial Coaching.

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