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Ita Rahilly

Director at TOMPKINS FINANCIAL
Board

About Ita M. Rahilly

Independent director since 2020; age 63; five years of board service as of the 2025 proxy. Partner at RBT CPAs, LLP since January 2005 (partner in charge of trust, estate and gift division); owner of Ita M. Rahilly CPA PC; prior service on Tompkins Mahopac Bank’s board (2018–2021) and currently Tompkins Community Bank Hudson Valley community bank board director. Designated Audit Committee Financial Expert; independence affirmatively determined by the Board in accordance with NYSE American standards.

Past Roles

OrganizationRoleTenureCommittees/Impact
RBT CPAs, LLP (Newburgh, NY)Partner; Partner in charge of trust, estate & gift divisionSince Jan 2005Focus on estates, trusts, succession planning; corporate, partnerships, international taxation, non-profit reporting
Ita M. Rahilly CPA PCOwnerOngoingPublic accounting, Hudson Valley business expertise
Tompkins Mahopac BankDirector2018–2021Served until consolidation with Tompkins Community Bank (TCB) on Jan 1, 2022
Tompkins Community Bank (Hudson Valley)Community Bank Board DirectorSince Jan 2022Local market oversight; loan and trust committee participation (see compensation components)
NYSSCPAPast PresidentHistoricalProfession leadership; governance credibility

External Roles

OrganizationRoleTenureCommittees/Impact
State University of New York at New Paltz FoundationDirectorOngoingAudit Committee member
AICPA Governing CouncilMemberAs of 2024National profession governance
National Association of Estate Planners & CouncilsMemberOngoingAccredited Estate Planner; estate planning expertise
Hudson Valley Estate Planning CouncilMemberOngoingRegional network and expertise

Board Governance

AttributeDetail
IndependenceIndependent director per Board’s affirmative determination
Audit Committee Financial ExpertYes (Item 407(d) Reg S-K)
Committee MembershipsAudit & Risk; Nominating & Corporate Governance
Committee Chair RolesNone (Audit & Risk chaired by Nancy E. Catarisano)
Board Meetings (2024)4 regular, 1 special, 3 strategic; independent directors held 4 executive sessions (after each regular meeting)
Committee Meetings (2024)Audit & Risk: 9; Nominating & Corporate Governance: 4
AttendanceAll directors attended >75% of Board and committee meetings during their service period
2025 Election SupportVotes For: 9,436,820; Withheld: 39,988; Broker non-votes: 1,947,762

Fixed Compensation

YearFees Earned or Paid in Cash ($)Stock Awards ($)Total ($)Notes
202496,800 96,800 Includes Board, committee, and community bank service fees
202393,300 93,300 Includes Board, committee, and community bank service fees

Community Bank service fee components (included in totals):

YearCommunity Bank Board Retainer ($)Loan Committee Retainer ($)Trust Committee Retainer ($)
2024 (Hudson Valley)26,300 7,400 3,500
2023 (Hudson Valley)26,300 7,400 7,000

Timing and manner of payment: quarterly installments; directors may elect deferred stock via Retainer Plan (fees transferred to Rabbi Trust; shares acquired under DRIP). In 2024, none elected deferred cash; aggregate of 6,760 shares acquired in Rabbi Trust for directors under the Retainer Plan (not individualized to Rahilly).

Performance Compensation

ComponentMetricsTermsNotes
None disclosed for non-employee directorsN/AN/ADirector pay structured as cash retainers; some directors defer to stock under Retainer Plan; no performance metrics (e.g., TSR/EBITDA) disclosed for directors

No option awards, PSUs, or performance-linked director equity are disclosed for Ms. Rahilly in 2023–2024 director compensation tables.

Other Directorships & Interlocks

CategoryEntityRoleNotes
Public company boardsNo other public company directorships disclosed in proxy biography
Non-profit boardSUNY New Paltz FoundationDirector; Audit Committee memberGovernance and audit oversight role
Professional leadershipNYSSCPAPast PresidentProfession leadership; external network
Professional councilAICPA Governing CouncilMemberNational standards and policy exposure
Compensation Committee interlocksCompany-level disclosureNone in 2024No interlocks or related-person relationships requiring disclosure among Compensation Committee members

Expertise & Qualifications

  • 40 years of extensive public accounting experience with complex organizations; deep regional business knowledge in Hudson Valley markets.
  • Designated Audit Committee Financial Expert and independent director, supporting robust financial oversight.
  • Specialized domain expertise: estates, trusts, succession planning; corporate/partnerships; international taxation; non-profit reporting.
  • External governance roles enhance boardroom perspective (SUNY New Paltz Foundation Audit Committee; AICPA Governing Council).

Equity Ownership

As-of DateShares Beneficially OwnedPhantom Stock Held in Deferred TrustPercent of Class
March 17, 20258,794 <1%
March 15, 20248,454 <1%
  • Ownership guidelines: Directors expected to own at least 2,000 shares within three years of initial election; shares held in the Rabbi Trust count toward this threshold. Ms. Rahilly exceeds the guideline.
  • Anti-pledging/hedging policy: Directors prohibited from significant pledging (> the lesser of 1,000 shares or 20% of holdings) and hedging Company stock.

Governance Assessment

  • Independence and financial oversight: Independent director and Audit Committee Financial Expert; serves on Audit & Risk and Nominating & Corporate Governance committees—positive for board effectiveness.
  • Attendance and engagement: Board and committee attendance >75% across all directors; independent directors held executive sessions after each regular meeting—signals active oversight.
  • Compensation structure: Cash-only retainers for Ms. Rahilly in 2023–2024; no performance-based director pay or options disclosed; community bank committee service compensated per fixed schedule—transparent, modest structure; no deferred cash elections in 2024.
  • Shareholder signals: Strong 2025 election support (9,436,820 votes for; 39,988 withheld) and high say-on-pay approval (9,237,827 for; 181,350 against; 57,631 abstain)—supportive investor sentiment.
  • Conflicts and related-party exposure: Company policy governs related-party transactions; 2023 related-person banking transactions (loans/deposits) were at market terms and not problematic; Compensation Committee interlocks: none disclosed—low conflict risk.
  • RED FLAGS: None identified in disclosures for Ms. Rahilly—no hedging/pledging, no related-party transactions requiring disclosure, no committee interlocks, attendance thresholds met.

Overall: Ms. Rahilly’s accounting depth and audit expertise, combined with independent status, steady attendance, and conservative compensation profile, supports investor confidence in TMP’s board oversight.