Corporate Board Profile
Tech Score: 44/100
4 mention(s) identify BECKY S. SHULMAN as having software/technology expertise.
| Company | Filing Date | Evidence | Reason |
|---|---|---|---|
| PATHWARD FINANCIAL, INC. | 2016-12-14 | Becky S. Shulman — Ms. Shulman is the Chief Financial Officer and Chief Operations Officer of Card Compliant, LLC, a compliance specialty company serving the prepaid and stored value card industry, headquartered in Kansas City, MO. Prior to joining Card Compliant in 2012, Shulman held several executive positions in the financial services and tax industries, including CFO and Treasurer of H&R Block, Inc. and Deputy CFO of LPL Financial. She also served on the Board of Directors of H&R Block Bank from 2009 until its sale in 2015 and she previously held the position of Chief Investment Officer of U.S. Central Credit Union. Ms. Shulman graduated from Eastern Illinois University with a B.S. degree in Computer Management and also received an MBA from the University of Illinois. | Ms. Shulman is CFO and COO of a compliance specialty company serving the prepaid and stored value card industry. She holds a B.S. degree in Computer Management and an MBA, indicating technical education relevant to software and programming. |
| PATHWARD FINANCIAL, INC. | 2017-12-04 | Shulman graduated from Eastern Illinois University with a B.S. degree in Computer Management and received her MBA from the University of Illinois. | Shulman has a B.S. degree in Computer Management, indicating a background in computer-related technical skills. |
| PATHWARD FINANCIAL, INC. | 2018-12-18 | Shulman graduated from Eastern Illinois University with a B.S. degree in Computer Management and received her MBA from the University of Illinois. | Ms. Shulman holds a B.S. degree in Computer Management, indicating technical education related to software and computing. |
| PATHWARD FINANCIAL, INC. | 2020-01-15 | Shulman graduated from Eastern Illinois University with a B.S. degree in Computer Management and received her MBA from the University of Illinois. | Shulman has a B.S. degree in Computer Management, which is related to software and programming skills. |
| Filing Date | Source Excerpt |
|---|---|
| 2016-12-14 | Becky S. Shulman — Ms. Shulman is the Chief Financial Officer and Chief Operations Officer of Card Compliant, LLC, a compliance specialty company serving the prepaid and stored value card industry, headquartered in Kansas City, MO. Prior to joining Card Compliant in 2012, Shulman held several executive positions in the financial services and tax industries, including CFO and Treasurer of H&R Block, Inc. and Deputy CFO of LPL Financial. She also served on the Board of Directors of H&R Block Bank from 2009 until its sale in 2015 and she previously held the position of Chief Investment Officer of U.S. Central Credit Union. Ms. Shulman graduated from Eastern Illinois University with a B.S. degree in Computer Management and also received an MBA from the University of Illinois. |
| 2017-12-04 | Shulman graduated from Eastern Illinois University with a B.S. degree in Computer Management and received her MBA from the University of Illinois. |
| 2018-12-18 | Shulman graduated from Eastern Illinois University with a B.S. degree in Computer Management and received her MBA from the University of Illinois. |
| 2020-01-15 | Shulman graduated from Eastern Illinois University with a B.S. degree in Computer Management and received her MBA from the University of Illinois. |
| 2021-01-14 | Becky S. Shulman is the President and Chief Operating Officer of Card Compliant, LLC (“Card Compliant”), a compliance specialty company serving the prepaid industry. Prior to joining Card Compliant in 2012, Ms. Shulman held several executive positions in the financial services and tax industries, including CFO and Treasurer of H&R Block, Inc. (“H&R Block”) and Deputy CFO of LPL Financial. She previously held the position of Chief Investment Officer of U.S. Central Credit Union. |
| 2022-01-13 | Becky S. Shulman is the President and Chief Operating Officer of Card Compliant, LLC, a compliance specialty company serving the prepaid industry. Prior to joining Card Compliant, Ms. Shulman held several executive positions in the financial services and tax industries. |
| 2023-01-18 | Becky S. Shulman is the President of Card Compliant, LLC, a fintech company delivering compliance solutions for regulatory, legal, and accounting challenges in the payments space, headquartered in Leawood, Kansas. Prior to joining Card Compliant in 2012, Shulman held several executive positions in the financial services and tax industries, including CFO and Treasurer of H&R Block, Inc. |
| 2024-01-17 | The Board believes that the experience, qualifications, attributes, and skills that Shulman developed through her positions at Card Compliant and H&R Block, as well as her service on our Board and various Board committees, enable her to provide the Board extensive financial and management expertise. |
| 2025-01-15 | President of Card Compliant, LLC, a fintech company delivering compliance solutions for regulatory, legal, and accounting challenges in the payments space; Chief Financial Officer at H&R Block; The Board believes that the experience, qualifications, attributes, and skills that Shulman developed through her positions at Card Compliant and H&R Block, as well as her service on our Board and various Board committees, enable her to provide the Board extensive financial and management expertise. |
Data sourced from SEC filings. Last updated: 2025-10-11