Keri Lillie, BSACS, CAMS
Director, Regulatory Compliance & Consulting Services
klillie@gbq.com
(614) 255-9059
Keri joined GBQ in 2024 following the firm’s acquisition of Lillie & Co. and Lillie Resource Group. She became part of Lillie & Co. in 2017, bringing nearly two decades of experience from her time at a Central Ohio credit union. In 2022, she played a key role in transitioning Lillie & Co.’s compliance services into Lillie Resource Group, expanding the firm’s specialized business solutions for credit unions and further strengthening its support for the industry.
Keri’s deep industry expertise and skillset have significantly enhanced the firm’s ability to provide specialized consulting services, particularly in the areas of mergers, fields of membership (FOM), and forensic analysis. Known for her strong problem-solving abilities, Keri is dedicated to answering client questions and providing tailored solutions that meet their unique needs.
Professionally, Keri has been recognized for her contributions to the credit union industry, having won the prestigious Louise Herring Award with her marketing team. This award is given to credit unions for demonstrating the “People-Helping-People” philosophy through internal programs and services that benefit their membership. Her experience continues to be a valuable asset as she helps clients navigate complex challenges within the industry.
Education
- University
Professional Associations
- American Institute of Certified Public Accountants
- The Ohio Society of Certified Public Accountants