MEET THE TEAM…

 

 

Our expert consultants have a rich background of industry and functional experience, making them exceptionally qualified to act as trusted advisers to businesses and organizations. We value extraordinary performance and, as such, we have a common passion for building relationships, executing with quality service, and delivering value that makes a difference.

 

Bonnie Ortiz

 

With 40 years of business management and leadership experience, Bonnie Ortiz formed O2 Consulting Group in September of 2017 after spending almost a decade as the Chief Operating Officer for The Partnership Federal Credit Union. A recognized expert with a proven track record in operational strategic planning, process improvement and project management and recovery, Bonnie supports clients on their journey to operational maturity and extraordinary performance.

Bonnie instills a culture of operational effectiveness in each engagement, leveraging a proven product and project manamethodology to optimize performance and build a solid foundation for growth.

Bonnie was honored in 2014 with the Credit Union Magazine Rock Star Award for her innovative approach to the remodeling of the credit union’s information technology cost center into a business technology profit center. In 2015 Bonnie’s team was honored with the Credit Union Times IT Executive of the Year Trailblazer Award and her team received the Credit Union National Association (CUNA) Lending Council Excellence in Lending Award. This award focused on the development and implementation of a lending evolution project. Bonnie also led the design and implementation of a Value in Partnership Program for which The Partnership FCU received the Louise Herring Philosophy-in-Action Member Service Award. A University of Pittsburgh graduate, Bonnie also completed both the Federal and Commercial Project Management programs at George Washington University. In her spare time, you can find Bonnie applying her passions for people, processes and projects in ways that make a difference. Bonnie currently serves as the Commodore of the Herring Bay Yacht Club and as the Vice Chairman of the Dream Queen Association, giving her time and expertise to cultivating the next generation of leaders.

Her expert consultant partners have a rich background of industry experience and functional expertise, making them exceptionally qualified to act as trusted advisers to businesses and organizations. Together they value extraordinary performance and, as such, have a common passion for building relationships, executing with quality service, and delivering value that makes a difference.

 

 

 

 

John Szeglin

 

John Szeglin leads the O2 Consulting Group Technical Team. As the Strategic Technology Consultant, John partners with executive teams to design, build and implement technology solutions. He brings over 20 years of experience in the information technology field with specialized knowledge of credit union systems and operations. Our clients benefit from his extensive technical expertise and his ability to assess, prioritize and execute technical projects resulting in secure, stable environments.

John has held multiple leadership positions within credit union organizations and in a consulting capacity. This experience allows him to provide innovative solutions which enable organizations to focus on their primary goal: providing value to their members and customers.

John has set the technical direction for credit unions ranging from $250 million to $2.7 billion in asset size.  This has entailed completing enterprise projects including: core system major upgrade and conversions, credit union mergers, digital services delivery, security and compliance, and infrastructure optimization.  By partnering with executive management, he quantifies the strategic value behind major technical decisions and how they align with the credit union’s strategic vision and operational business plan.

 

 

 

 

 

 

Kim Crawford

 

Kim began her career back in the day when mainframe dinosaurs roamed the earth. As an experienced Information Technology Project Manager, she provides consulting expertise in Business Process Improvement, Resource Management, System Integration, IT Management, and Business Analysis.

With over 40 years of technical, financial and IT operations experience, Kim helps companies plan and execute technology upgrades and migration projects, ensuring business objectives are being met by managing risk, minimizing down time and user impact. Before joining the O2 team, she worked for multiple Cloud Service Providers, World Wide Technology, Accubanc, PNC, and National City Mortgage.

 

 

 

 

 

Teresa Knox

 

As a Senior Associate, Teresa partners with our Strategic Consultants to support process improvement and project management initiatives. Teresa brings over 34 years of experience in the financial field with specialized knowledge in credit union operations. Our clients benefit from her extensive expertise in member services, lending, collections, business technology and back-office operations.

She began her career at Har-Co Credit Union, where she spent 30 years working in multiple positions until her promotion to Vice President of Information Technology and Operations. Throughout her tenure at Har-Co she managed staff, processes and technologies.  Teresa’s passion to improve the credit union member’s experience with best practice vendor products and services, led her to Horsetail Technologies where she supported a wide variety of credit unions as the company’s Client Advocate. Since 2015, Teresa has been working for Digital Innovation Inc, a world-wide trauma registry software company, where she continued to expand her Client Advocacy role.  There, she managed a team of 15 support personnel; technical support technicians and program support specialists.

 

 

 

 

 

Leanne Deitz 

 

As a Senior Project Manager, Leanne thrives on helping organizations turn strategy into results. 

She has extensive experience in leading projects from concept through execution, with a strong focus on operational efficiency, process improvement, and delivering measurable results.

Leanne has deep knowledge in project development and implementation, procedural documentation, and driving organizational performance through advanced analytics and process optimization. Her background also includes expertise in lending best practices, financial education, and credit union sales and service, making her uniquely positioned to bridge operational execution with member-focused outcomes.

 

 

 

 

 

 

 

Lisa Akers 

 

Lisa brings more than 30 years of expertise in loan servicing, operations, and organizational leadership to her role as Project Manager. Her expertise includes business process improvement, change management, policy development, and vendor relations.

Known for her strong communication skills and problem-solving ability, she has built and led high-performing teams by coaching, mentoring, and motivating staff to reach their potential. Starting her career in frontline member service roles, Lisa brings a full-spectrum understanding of credit union operations and is recognized for her ability to blend operational expertise with a member-first mindset.