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Jo Ann Barefoot

Co-Chair, Treliant Risk Advisors

Jo Ann Barefoot has over thirty-five years of management, strategy, and consulting experience focused on the consumer regulatory challenges facing financial companies. A former Deputy Comptroller of the Currency and partner at the global consulting firm KPMG, she has advised most of America’s largest financial institutions, scores of community banks, and numerous non-profits and government agencies. She is a frequent speaker and media source on financial issues; has authored several books and over 150 articles; has testified repeatedly before Congress and federal officials; and has built several organizations focused on consumer financial issues.

In 2000, Jo Ann founded Jo Ann Barefoot Group, providing compliance strategy and risk management consulting for financial service companies ranging from international institutions to community banks.

From 1996 to 2000, Jo Ann was Partner and Managing Director at KPMG Consulting, a global management and technology firm. There she headed KPMG Barefoot Marrinan, KPMG’s financial industry consulting practice for consumer and community issues. She later led a nationwide retail bank advisory team and headed the firm’s privacy consulting initiative. She also served as the Midwest leader of KPMG’s overall banking practice.

From 1982 to 1996, Jo Ann was president and CEO of Barefoot Marrinan & Associates, developing it into the country’s premier banking compliance firm before selling it to KPMG.

In 1978, Jo Ann became the first woman Deputy Comptroller of the Currency. She built the OCC’s first consumer compliance department, leading the examination and enforcement process for consumer, civil rights, and community reinvestment laws. She later oversaw Congressional, news media, and interagency relationships including the OCC’s work with the FDIC, for which the Comptroller serves as a director.

Previously Jo Ann served on the staff of the U.S. Senate Banking Committee and of the Federal Home Loan Bank Board. She was also Director of Mortgage Finance for the National Association of Realtors.

Jo Ann has authored four books on bank regulation, founded two newsletters acquired by McGraw Hill, and published scores of articles on banking and consumer issues. She was a long-time contributing editor and columnist at ABA Banking Journal magazine, for which she still writes. She was the primary author of Common Ground, a widely-reported study on the costs and burdens of bank regulation published by the University of Wisconsin.

Jo Ann is a frequent speaker on banking matters. She has served as an advisor to the bank regulatory agencies, has trained federal examiners, and has testified on diverse topics before the agencies and Congress.

Jo Ann received her BA from the University of Michigan and her graduate education at the George Washington University. She has recently chaired the boards of trustees of both the Ohio Nature Conservancy and Hiram College; served on the Council of Board Chairs of the Association of Governing Boards of Universities and Colleges; and performed pro bono work for the Pew Charitable Trusts. Until recently she chaired the global Trustee Council of the Nature Conservancy and now leads its initiative on Trustees Without Borders. She serves on the board of the Financial Literacy Foundation and has been an International Visitor to the European Community.

Jo Ann has made three trips to rural India to assist with micro-finance and education in leprosy colonies. Her creative writing has won national recognition.

Publications and Multimedia
The Consumer Financial Protection Bureau - Podcast
Financial Services & E-Commerce Practice Group Podcast
February 10, 2012