Coleman D. Ross

Professional Designations

The maintenance of competence requires a commitment to learning and professional improvement that must continue throughout a member’s professional life....

— American Institute of CPAs
Code of Professional Conduct

My primary professional designation and license is as a Certified Public Accountant. As I became more industry-focused in my public accounting career, I began to attain other designations that were industry-specific and relevant to the insurance, banking, and financial services activities of my clients. Today I still continue to actively pursue professional designations, both as a personal challenge and as a way to continually update my knowledge in support of my role as an audit committee financial expert and independent director. The more significant of the over 25 designations that I have attained are presented below; others are on the supplemental pages of this and the Education sections.

Principal Designations

CPA logo CPA – Certified Public Accountant
1967 – North Carolina State Board of CPA Examiners
Board Leadership Fellow logo NACD Board Leadership Fellow
2015 – National Association of Corporate Directors
Governance Fellow logo NACD Governance Fellow
2012 – National Association of Corporate Directors
Kenan Flagler logo Audit Committee Financial Expert
2006 – U.S. Securities and Exchange Commission

Selected Insurance Designations

CLU key CLU – Chartered Life Underwriter
1980 – The American College
ChFC key ChFC – Chartered Financial Consultant
1992 – The American College
FLMI key FLMI – Fellow, Life Management Institute
1980 – Life Office Management Association
CPCU key CPCU – Chartered Property Casualty Underwriter
1999 – The American Institute for CPCU
CII logo FCII – Fellow of the Chartered Insurance Institute
2015 – The Chartered Insurance Institute
HIA logo HIA – Health Insurance Associate
2015 – America's Health Insurance Plans
HIA logo FHIAS – Fellow, Health Insurance Advanced Studies
2015 – America's Health Insurance Plans

Selected Other Designations

CIA logo CIA – Certified Internal Auditor
2007 – The Institute of Internal Auditors
CMA logo CMA – Certified Management Accountant
2007 – Institute of Management Accountants
CTP logo CTP – Certified Treasury Professional
2008 – Association for Finance Professionals

For the examination, experience, ethics, and education requirements of each of above designations, as well as additional related ones that I have also attained, click on a designation above. To view the certificates, click here.