FORUM Announces Organizational Promotions

FORUM Credit Union announces organizational promotions within its retail and organizational development teams.

Reid Lacey, Josh Lofgren, and Kevin Morris have all been promoted to Assistant Vice Presidents in Retail Branching. Lacey has been with FORUM since April 2014 and has served in various roles including Assistant Branch Manager, Branch Manager, and Senior Branch Manager. In his new role, he’ll oversee the Lawrence, Fishers, Noblesville, and Westfield branch locations.

Lofgren was hired in May 2014 and has served as an Assistant Branch Manager, Branch Manager, and Senior Branch Manager. He will support the Avon, Broad Ripple, Carmel, and Park 100 FORUM branch locations.

Morris began working at FORUM in September 2007 after working with CIS Credit Union for 13 years prior. He has been an Assistant Branch Manager, Branch Manager, and Senior Branch Manager.  He will oversee the Brookville Road, Center Grove, Greenfield, Greenwood, and Southport branches.

In addition, Mateland Keith has been promoted to Branch Manager of FORUM’s Westfield location, and Rosa Wood has been promoted to Talent Development Manager within the Organizational Development team.

“It is rewarding to see the dedication of our FORUM employees be recognized through these promotions. We congratulate these teammates as they continue to help our members live their financial dreams,” said Doug True, CEO of FORUM Credit Union.

For information on open positions at FORUM, visit




FORUM Credit Union’s mission, Helping Members Live Their Financial Dreams, is reflected as FORUM endeavors to help members achieve their goals in all aspects of their financial lives. FORUM serves families and businesses in the state of Indiana with convenient branch locations and online access from anywhere.  A full suite of financial services are offered including home mortgages, auto loans, personal checking, credit cards, business checking, commercial lending, insurance services, health savings accounts, and investment planning.  For more information about FORUM Credit Union, please visit

Media Contact:

Kristi Lowell

[email protected]


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