The Lotus Advisors Team
Our Mission
“At Lotus Advisors, our mission is to empower credit union leaders to execute smarter projects, deliver results faster, and unlock sustainable growth through proven strategies and custom roadmaps.”
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More than 25 years experience helping businesses grow with a proven track record as a CPA, strategic advisor, and corporate executive.
Some Highlights Include:
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Executive and CFO for a Payment Processing Company serving Credit Unions leading double digit profitable growth for 8 years.
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Led a team in developing sound, reliable settlement processes impacting more than $15B annually, after identifying and resolving more than 10,000 mis-mapped transactions totaling more than $20m.
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Provided custom roadmaps to credit unions to improve project delivery and increase on-time performance by 240% and reduce average days delays by 350%.
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Executive team leader for a multi-national operational and project team responsible for launching a new international company.
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Extensive experience using projects as a training environment for developing leadership skills in individuals highlighted for executive leadership development.
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COO/CFO of a Market Research company working with the top100 largest global brands to drive improved execution of strategic plans and value creation.
Jeff Karpinske, Founder
Strategy, Performance & Leadership
"My mission is to help business leaders better use projects as a tool accomplish strategic goals and fuel growth and innovation."
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​More than 20 years in banking with 16 years serving credit unions in various roles, including branch manager, lending system specialist, manager for E-commerce, Director of Operations​ and as a program manager at fintech organizations implementing cutting edge payment, lending and analytic products.
Some Highlights Include:
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Predictive analytics
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Datawarehouse
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Lending Systems
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Zelle payment platform implementations for financial institutions ​
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Digital platform implementations (On-line and Mobile)
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Launch of a new credit card program
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Debit card conversion
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Lending system conversion
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New online account opening system
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Transition to EMV cards
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Instant issue debit and credit cards
Projects Managed at Credit Unions:
Projects Managed at Fintech Organizations:
Holly Karpinske, PMP
Senior Business Advisor,
Project / Change Leadership
"I would love the opportunity to use my extensive first hand knowledge of bank and credit union operations and proven track record as a project leader to help you complete critical projects and bring lasting change."
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