As a seasoned financial executive with nearly 40 years of leadership experience in banking and credit unions, Todd is passionate about driving sustainable growth, operational excellence, and organizational resilience... SEE MORE
Todd has a proven track record of transforming institutions, specializing in strategic planning, asset-liability management, financial reporting, and executive team leadership. His career has been defined by the ability to steer large-scale operations, execute high-value acquisitions, and manage complex financial strategies to ensure long-term success.
Todd has demonstrated expertise in fostering a people-first culture, optimizing financial performance, and building strong stakeholder relationships. From leading multimillion-dollar mergers and acquisitions to driving cultural transformations, he brings a strategic, hands-on approach to every challenge. Whether executing M&A activities, ensuring GAAP compliance, or developing high-performing teams, he thrives in environments where change is embraced and opportunities for growth are continually seized.
Todd’s background includes:
- seasoned C-suite executive with nearly 40 years of leadership experience in banks/credit unions.
- proven track record of sustainable growth working in institutions ranging from $200 million to over $11 billion with operational efficiency
- M&A experience having executed several acquisitions and managing complex financial strategies to ensure long-term success
- multiple successful capital raises in the credit union space
- over 20 years of SEC company experience (reporting, compliance, capital raise, investor relations)
- served on bank board and experienced in board/management collaboration and training
- supervisory experience in accounting, finance, IT, wealth management, trust and HR
Todd specializes in
- strategic planning
- asset-liability management
- financial reporting
- forecasting
- liquidity
- operational efficiency and cost effectiveness
- mergers and acquisitions
- executive team leadership and training
Todd earned a Bachelor of Science in Accounting from Illinois State University. He is a Certified Public Accountant (inactive).
Todd will provide the professional financial service the client needs to survive and grow, without the added burden on the company of a full-time CFO salary. If you are interested in preparing to increase revenue, profitability, improve cash flow, increase company value, and need a strategic Finance partner for guidance in all or some of the areas listed above, please reach out to Todd via email at toddfanning@B2BCFO.com.
