Speaker Bio's
 

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OPENING KEYNOTE – Nothing Changes Until You Do: Navigate Change and Enhance Resilience by Taking Ownership

Mike Robbins, Author and Leadership Expert
Novato, CA
 

Mike RobbinsAs an expert in teamwork, leadership, and emotional intelligence, Mike delivers keynotes and seminars that empower people, teams, and organizations to work together effectively and be more successful. He has inspired tens of thousands of people around the world to reach new levels of awareness and productivity, both personally and professionally. Through his speeches, seminars, and writing, Mike teaches people important techniques that allow them to be more grateful, appreciative, and authentic with others and themselves.

His clients include some of the top organizations and institutions in the world: Google, Wells Fargo, Microsoft, Charles Schwab, Twitter, Deloitte, the U.S. Department of Labor, Gap, New York Life, Stanford University, Chevron, eBay, Kaiser, UC Berkeley, Genentech, the San Francisco Giants and many others. Mike is a member of the National Speakers Association and is one of less than 10% of the professional speakers in the world to have earned the prestigious Certified Speaking Professional (CSP) designation.
He has been featured on ABC News, the Oprah Radio network, in Forbes, The Washington Post, The Wall Street Journal, and many other media outlets. Since 2008, he has been a regular contributor to The Huffington Post. Mike is the host of his own radio show, Nothing Changes Until You Do, on Hay House Radio.

Prior to his speaking, writing, and consulting career, Mike was drafted by the New York Yankees out of high school. He turned the Yankees down and instead chose to play baseball at Stanford University, where he pitched in the College World Series. He was drafted by the Kansas City Royals out of Stanford and played three seasons of professional baseball with the Royals organization before arm injuries ended his playing career while still in the minor leagues. After his athletic career was, Mike worked in sales and business development for two Internet start-ups. When the dotcom bubble burst in 2000 and he was laid off, it allowed him to follow a deeper passion – empowering and inspiring people – and opened the door for him to start working full time as a speaker, author, and coach.
 
In addition to earning a degree from Stanford in American Studies with a specialization in race and ethnicity, Mike has continued to educate himself. He has extensively studied many disciplines of both personal and professional development, and received training from the Coaches Training Institute.

CLOSING KEYNOTE – The Neuroscience of Success

Scott Halford, CSP, CPAE, Speaker/Author
Complete Intelligence, Glendale, CO
 

Scott HalfordScott is an Emmy Award winning writer and producer, an engaging presenter and a long-time consultant to Fortune 500 executive teams. His expertise and experience enriches the contribution that he makes to every client. Scott’s expansive knowledge in the areas of achievement psychology, which includes brain-based behavioral science, emotional intelligence, critical thinking, and influence add richness and depth to his programs.
 
Scott’s insight into the human experience at many levels, and in many different situations, allows him to communicate in workshops and keynotes with humor, wit and depth. He is a captivating story teller that is able to transport his audiences to destinations they may have never been physically, mentally or emotionally. Participants laugh and learn, and consistently praise the rich and rewarding experience that positively impacts their success.
 
In July of 2014, Scott was inducted into the National Speakers Speaker Hall of Fame, a lifetime designation that includes recipients such as Ronald Reagan, Colin Powell and Zig Ziglar. He is also a Certified Speaking Professional (CSP), the highest earned designation of the National Speakers Association and the Global Speakers Federation.  He is also an accredited and certified Emotional Intelligence Provider as well as an Advanced Certified Associate in Emergenetics®. Scott holds an Executive Master’s degree in NeuroLeadership.

GENERAL SESSION – Market Signals: What the Financial Markets Are Telling Us Now

Peter Ricchiuti, Finance Professor and Speaker
New Orleans, LA
 

Peter RicchiutiPeter is the business school professor you wish you had back in college! He teaches at Tulane University’s Freeman School of Business where his insight and humor have twice made him the school’s top professor.
 
Peter started his career with the investment firm of Kidder Peabody and later managed over three billion dollars as the assistant treasurer for the state of Louisiana. In 1993 he founded Tulane’s highly acclaimed BURKENROAD REPORTS student stock research program. Peter also hosts a popular weekly business show on National Public Radio in New Orleans called “Out To Lunch” and recently published his first book Stocks Under Rocks.
 
He has been featured on CNN and CNBC as well as in The New York Times, BARRON’S, The Washington Post and The Wall Street Journal. Over the past twenty years Peter has addressed more than 1000 groups in 47 states and several countries. He has presented to a wide variety of audiences including workshops for the New Orleans Saints.

GENERAL SESSION – How to Drive Results from your Data Analytics

John Best, CEO
Best Innovation Group, Denver, CO
 

John BestJohn is a thought leader and “outside the box” innovator recognized throughout the FinTech arena, with a particular affinity for credit unions. John is the founder and CEO of the financial technology firm Best Innovation Group (BIG), which focuses on industry-wide code sharing and API prototype development. John and his teammates at BIG, in partnership with CUNA and the Mountain West Credit Union Association, launched the CULedger network, a groundbreaking collaborative initiative harnessing the power of distributed ledger (blockchain) technology for the benefit of the credit union movement. Prior to going BIG, John spent over a decade at Wescom Credit Union and Wescom Resources Group, serving as Chief Technology Officer and Senior Vice President.


 

GENERAL SESSION – Industry Update

Bill Hampel, Chief Policy Officer
Credit Union National Association, Washington, DC
 

Bill HampelBill served as Interim President/CEO of the association from June to September 2014. He is one of the longest tenured executives of CUNA, having joined the association as economist in 1978. He was promoted to Chief Economist in 1985, and to senior vice president of research and policy analysis in 1992. Bill transferred from CUNA's Madison office in 1997, and since then has been a senior member of CUNA's advocacy team.

Bill is an expert on the economy and credit union issues, and is regularly interviewed by the media for stories appearing on major national television, radio and print outlets. He has also testified before Congress about a number of key credit union issues. Bill served as a staff member at Navy Federal Credit Union in Virginia during a one-year sabbatical in 1989, where he studied credit union operations and carried out a variety of consulting projects.

Bill is a member of the American Economic Association and the National Association for Business Economists and holds a doctorate in economics from Iowa State University.

Steve Arbaugh, CFO
SECU, Linthicum, MD
 

Steve ArbaughSECU is the largest credit union in Maryland. Steve graduated from Towson University with a Bachelor of Science Degree in Business Administration and earned his Master of Finance degree from Loyola College. Steve has leadership skills in strategic planning, enterprise risk management, asset/liability management, mergers and acquisitions, investment portfolio management and organizational change management. 
 
Steve currently serves on the Towson University College of Business and Economics Advisory Board and is Chairman of the Funding Raising Committee. He serves on the boards of the Maryland Council on Economic Education and the Maryland Coalition on Financial Literacy whose purpose is to promote financial literacy throughout the state of Maryland.  Steve is vice chairman of the CUNA CFO Council and is the chairman of Council’s Regulatory Committee through which he interacts directly with federal regulators and the Financial Accounting Standards Board in shaping regulations and accounting standards impacting the financial industry. He co-chairs the Maryland/DC Credit Union Association CFO Roundtable that meets quarterly to discuss the challenges facing CFO’s in maintaining the safety and soundness of their respective financial institutions. He serves on the Board of the Maryland/DC Credit Union Foundation responsible for improving the lives of Marylanders through charitable giving.  Steve was the Smart CEO Magazine CFO Executive Management Award winner in 2014, is an honorary member of the Beta Gamma Sigma International Honor Society and was the 2016 Towson University Alumni Volunteer Service Award winner.

Benjamin Clark, SVP/Head of Financial Strategies
FTN Financial, Houston, TX
 

Benjamin ClarkBenjamin joined Coastal Securities in August 2010. He began his career in institutional sales and marketing with a focus on government guaranteed loan products. Ben joined the Financial Strategies Department (FSD) as a Vice President – Senior Analyst in July 2013 - the department that he now heads. FSD's dedicated team of fixed income analysts offer a high level of  competence in portfolio strategies, market and securities research, accounting and pricing, and portfolio and trading systems development. Ben holds a Master of Science Degree in Applied Economics and a Bachelor Degree in Agricultural Business from Louisiana State University.



 

Ancin Cooley, Principal
Synergy CU Consulting Inc, Chicago, IL
 

Ancin CooleySynergy provides a range of risk management services to financial institutions, which include strategic planning, board training, loan reviews,Risk Appetite Development,  ALLL consulting, MBL Process improvement, Capital Planning and ERM consulting. As Principal, Ancin manages a growing portfolio of clients throughout the United States. He brings more than 10 years of experience to the industry. Ancin honed his skills while working as a regulatory examiner for the US Treasury Dept. As an examiner, he performed safety and soundness examinations for community and mid size institutions ranging from $100 million to $15 billion in total assets. After leaving regulatory work, Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examiner reviews.


 

MJ Coon, EVP/CFO
Ent FCU, Colorado Springs, CO
 

MJ CoonMJ has been with the credit union since February 1998 and is currently responsible for accounting, finance, investments and asset/liability management. For the ten years prior to joining the management team at Ent Federal, MJ worked for the National Credit Union Administration (NCUA) as a principal examiner and as a corporate credit union examiner.  She has served as member of the SunCorp Credit Union Board of Directors (11 years) and the chair of their Asset/Liability Management Committee. In addition, MJ served six years on the CUNA CFO Council’s Executive Committee, six years as chair of their Regulatory Committee, seven years on their Conference Planning Committee and on the ALM First Financial Advisors Advisory Board.  MJ earned her Bachelor of Science in Accounting from Berry College in Mt. Berry, Georgia.

 

Vicky Correa, Financial Analyst
Statewide FCU, Flowood, MS
 

Vicky CorreaVicky is a young professional working as a financial analyst for Statewide FCU. She joined the credit union two years ago after completing an internship while working on her masters. Since that day, she has been dedicated to the goal of growing Statewide FCU and becoming a leader in the credit union world.






 

Darren Fago, VP Advisory Services
Balance Sheet Solutions, LLC, Naperville, IL
 

Darren FagoDarren is responsible for managing and directing the organization's investment advisory service. He also manages several investment portfolios and leads a team of portfolio managers and analysts that oversee more than $6 billion of assets under management. Darren also assists credit unions in designing and implementing successful balance sheet strategies. He has more than 15 years of capital markets experience. Prior to joining Balance Sheet Solutions, Darren was a Financial Management Consultant at CUNA Mutual Group. He advised credit unions on finance issues, conducted asset/liability management training sessions, developed and presented financial analysis workshops, wrote articles for various publications and frequently spoke at national credit union seminars. Darren holds an M.B.A. in Finance from Edgewood College as well as a bachelor's Degree in Psychology from Illinois State University. Darren also holds a Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute of Chicago.

 

Ryan Fisher, VP Finance/Accounting
University of Illinois Community CU, Champaign, IL
 

Ryan FisherRyan has been with the University of Illinois Credit Union for seven years and has over 15 years of experience in accounting, finance, and analytics. His passion is turning data into information that can help a credit union achieve its strategic goals. Ryan believes that data integration can help a credit union make better decisions and improve performance. He has created a multitude of dashboards and models within Excel, including a Monte Carlo simulation for product success probability. Ryan is also the creator of the Lego ALCO game which he has used to help train staff and board members on various ALCO topics. Ryan is a 2003 graduate of the MBA program from the University of Illinois.



 

Susan Gruber, SVP/CFO
Patelco CU, Pleasanton, CA
 

Susan GruberSusan joined Patelco Credit Union in 2014 as Chief Financial Officer after spending nine years with Jeanne D’Arc Credit Union in Massachusetts in their CFO role. Prior to joining Jeanne D’Arc, Susan spent the majority of her career with multi-national banks and broker dealers in Boston and New York City both in finance and capital markets positions. The most recent as VP-Finance Officer of Derivative Operations at Fleet Bank/Bank of America.





 

Jon Hehli, EVP/CFO
Royal CU, Eau Claire, WI
 

Jon HehliJon has been with Royal Credit Union for 26 years and has been its Chief Financial Officer for the past 25 years. Jon has worked in the financial institution industry for over 45 years beginning as an Accountant for First Wisconsin Bank in Eau Claire. In addition to his major responsibilities of budgeting and asset/liability management, Jon’s three direct report supervisors, lead over 40 team members. Some of the departments his direct reports are responsible for include ATMs, accounting, investments, ACH, credit/debit, and purchasing to name a few. Over the years, Jon has served on several statewide and national credit union committees including the TYME Corporation, PSCU, and various NASCUS AND CUNA groups.
 
In 2010, Jon was awarded Chippewa Valley Technical College’s Distinguished Alumnus Award.
 
Jon has been very involved in the community over the years. For over 30 consecutive years, Jon has either coached in or ran many of the various youth baseball leagues in the city.

Emily Hollis, CEO
ALM First Financial Advisors, Dallas, TX
 

Emily HollisEmily has served as a principal of ALM First Financial Advisors since the company was established in 1995. Under her leadership, the company has steadily grown to a client base of more than 200 financial institutions representing more than $220 billion in assets. ALM First manages over $19 billion of credit union investments nationwide. Emily is a well-known figure in the investment community and a renowned expert in fixed income investments, derivatives, and asset liability management. Prior to ALM First, Emily was vice president for Kidder Peabody Asset Management; chief investment officer for a large financial institution; and an investment trader for a New York Stock Exchange Company, responsible for executing trades for the firm’s fixed-income and foreign receivable portfolios. Her experience includes managing a $6 billion fixed-income investment portfolio and investing in derivatives. Emily holds a master’s degree in business administration from Southern Methodist University in Dallas, as well as a Bachelor of Fine Arts from Texas Christian University. She holds the Chartered Financial Analyst (CFA) designation.

Steven Houle, VP Advisory Service
Catalyst Strategic Solutions, Plano, TX
 

Steven is responsible for managing the day-to-day operations of the Advisory Service and setting its long-term strategic direction. He also works directly with credit unions to assist them with their strategic financial and investment management endeavors.  Steven joined the Catalyst Strategic Solutions team in 2006. Previously, he worked at Concentra Financial, where he was responsible for managing the investment and derivative portfolios of client financial institutions, including credit unions, in Western Canada. His other key roles included analyzing interest rate risk simulation results and key performance indicators of client credit unions and recommending appropriate strategies while considering the balance sheet positions and the economic environment.  Steven graduated from the University of Regina with a bachelor's degree in business administration. He holds Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.

 


Rob Johnson, EVP/Principal
c. myers corporation, Phoenix, AZ
 

Rob JohnsonRob, one of four c. myers owners, has a reputation for deep, original thinking on linking strategy with asset/liability management. While Rob is a familiar face to the managements and boards of many of the largest credit unions, he has helped credit unions of all sizes tackle some of their toughest challenges, such as navigating safely and soundly with the smallest of margins, and more recently, the strategic issues related to CECL. He has become quite familiar to many leaders in the regulatory world, both as an educator and a thought leader. Rob has regularly spoken at many industry conferences over the years. Whether in front of an audience of dozens or over a thousand, Rob relishes taking complex, dry subjects and turning the material into a presentation that people actually enjoy.
 
Within c. myers, Rob spearheaded the development efforts of our proprietary software, including the Interactive A/LM, Budgeting, and Liquidity Models. Rob also oversees our team that conducts model validations on a regular basis. He works closely with all of our consultants and analysts, making sure c. myers remains a learning organization for the benefit of our clients.

Mike Jones, President
Discover Leadership Training, Houston, TX
 

Mike JonesMike has inspired millions to Create a Better Version of Themselves™ by using his gifts and expertise to develop programs where he helps people realize their untapped potential. He is a well versed author who has published countless white papers, hundreds of articles and six books. Mike is an accomplished TV host and had his own NBC segments for nearly ten years and was also a talented radio personality on Clear Channel Radio for over ten years. Mike began his career when he served four years active duty and two years reserve duty in the US Coast Guard. Mike completed the Continental Airlines Pilot Development Program, where he earned his commercial, multi-engine and instrument ratings. He then made the move to make his dream of flying helicopters for the Houston Police Department a reality where , during his career, he earned recognition as Houston Police Officer of the Year on four separate occasions. Mike is committed to being a positive influence on the world and remains active both inside and outside of the classroom.

Peg Lamb, SVP/CFO
People Driven CU, Southfield, MI
 

Peg LambPeg has spent nearly 40 years in the financial services industry, with most of that tenure at credit unions. She is a former CFO Council Executive Committee member and currently volunteers as the Treasurer for the CUES Michigan Council Board of Directors where she is active on the Economic Summit Committee.






 

Chris Lawrence, CFO
American First CU, La Habra, CA
 

Chris has been in finance for over 12 years after spending time in academia teaching high school and college. He started his finance career with banks and investment banks. He ended his for-profit finance days after being one of eight founders of Opus Bank and raising $460 million. He did this while graduating at the top his class with his MBA at the Paul Merage School of Business at UCI. Almost three years after the start of Opus Bank, he followed his heart and returned to a life of “giving back” by becoming the chief financial officer of the non-profit American First Credit Union (AFCU). AFCU struggled during the Great Recession and was almost seized by regulators in 2010. Now, after completing its most recent regulatory review, AFCU received improved ratings and no audit findings, for the first time in years. Lending is very strong and morale has improved significantly (as judged by a third party survey). Since being at AFCU, the new management team has restructured the balance sheet and core income has more than doubled. Among all CA credit unions, AFCU ended 2016 in the top 20% ROE, top 15% ROA, highest 10% cost of deposits, lowest 20% for loan yield, and best 25% for efficiency ratio. Now having been with AFCU for over three years, Chris has embraced the credit union culture of giving back. He is a member of the Pink Tie Guys of Komen OC in addition to donating time and/or money to Alzheimer’s Association OC, TACA (Talk About Curing Autism), Hoag Diabetes Center, UCI Diabetes Center, and the list goes on.

Matt Lehman, Controller
Everence FCU, Lancaster, PA
 

Matt has worked in the accountant/controller role for nine years where he prepares the financial statements, manages the investment portfolio, supervises accounts payable, and performs various other accounting tasks. He graduated in 2008 from Geneva College with a degree in Business Finance/Economics, along with a minor in Accounting.
 

Ken Levey, VP
Kaufman Hall, Scottsdale, AZ
 

Ken LeveyKen is Vice President for Axiom’s Financial Institutions Group.  In this capacity, he has responsibility for the overall product strategy for the Banking solutions that reside on the Axiom EPM platform.  Additionally, Ken leads Axiom’s efforts to foster and incorporate Customers’ needs into the platform’s Banking solution set. Prior to joining Axiom EPM, he was the Senior Director for Banking Analytics at SAP BusinessObjects where he was responsible for developing performance management and analytic applications for the Banking Industry. Ken has spent over 30 years in the financial institution industry, starting his career at Bear Stearns in New York and then Seamen’s Bank for Savings, before moving to a senior position at IPS-Sendero (Fiserv) where he led the development of the Asset/Liability Management system and managed the ALM and Funds Transfer Pricing implementation and consulting departments.

 

Joni Lovingood, P&C Specialist
CUNA Mutual Group, Madison, WI
 

Joni LovingoodIn her role she assists credit unions in identifying areas of risk in their operations and recommends appropriate coverage limits based on their individual risk as well as peer data. Joni joined CUNA Mutual Group in 1997 as a loss prevention specialist and was promoted to risk management specialist 1998. She became a senior risk management specialist in 2001 and was promoted to risk manager-product expert in 2008. In 2013, Joni accepted the Corporate Property & Casualty Sales Specialist role.  Prior to joining CUNA Mutual Group, she was a senior auditor for American Share Insurance, a private insurer for state chartered credit unions. Joni is a graduate of Duquesne University with a bachelor’s degree in accounting. She also holds the Certified Risk Manager (CRM) and Certified Fraud Examiner (CFE) designations.

 

James Marshall, Manager, The Cooperative Trust
Filene Research Institute, Madison, WI
 

James MarshallThe Cooperative Trust is a community of young people who work in credit unions and cooperatives founded by Filene, with over 1100 members worldwide. James focuses on bringing sustainability and longevity of the Trust as well as increasing its profile as it moves into the next stages of development. James' other area of focus at Filene is young adult research. Looking at the challenges that face credit unions when it comes to young adults as members, volunteers and employees.
 
Before joining Filene and the Trust, James was the head of marketing at Plane Saver Credit Union in London, one of the largest credit unions in the UK. Working on a variety of projects, in his 4 years at Plane Saver James helped grow membership by 25%, whilst completely rebranding the organization and implementing a new strategic direction. James holds a bachelor’s degree, with honors from St. Mary's College of the University of Surrey.

Lindsey McMillen, Business Systems Analyst
Y-12 FCU, Knoxville, TN
 

Lindsey McMillenLindsey has an MBA in Finance from King University and has been in the Credit Union industry for about ten years. She started as a part time teller and moved up through the ranks, eventually becoming the Accounting Manager before moving on to the IT role of Business Systems Analyst. She crashed the CUNA CFO Council Conference in 2015 and the CUNA Tech/OpSS Council Conference in 2016.





 

Ashlee Micale, CFO
San Diego County CU, San Diego, CA
 

Ashlee MicaleAshlee joined SDCCU in 2012, with more than 20 years of financial management experience, she is responsible for the overall financial management of SDCCU, the 13th largest credit union in the country and largest locally-owned financial institution in San Diego. She has direct responsibility for accounting, finance, forecasting, enterprise risk management, strategic planning and treasury functions at SDCCU.   Ashlee previously served as CFO of the Denver-based Public Service Credit Union. She has a bachelor’s degree in business administration, majoring in accounting, and a master’s degree in business administration, both from the University of Colorado.   Ashlee was honored as the 2014 CFO of the Year by the San Diego Business Journal. She is involved in the credit union industry as a member of the Credit Union National Association (CUNA) CFO Council Executive Committee and has spoken at CFO Council national conferences.

 

Brandon Michaels, President/CEO
Mazuma CU, Overland Park, KS
 

Brandon MichaelsBrandon took the reins in 2012 at the age of 31 after serving as the Chief Financial Officer for two and half years.  Through his leadership and vision, the credit union has charted a new course for growth and brand differentiation within the Kansas and Missouri marketplace.  Brandon has won several awards for marketing, branding, and company culture, and is also one of the few credit unions who sponsor a major league sports team and power their affinity card program. He moved to Kansas City in 2009 from the Bay Area, California, where he held executive roles at several financial institutions. He was recognized by a leading industry publication as a Trailblazer 40-Below in 201 and in 2015, was recognized as a Kansas City Most Wanted Honoree. Brandon is a 2011 High Honors graduate of Western CUNA Management School and is a honors graduate of the University of Oklahoma.

 

Christine Mills, SVP
McGuire Performance Solutions, Omaha, NE
 

Christine MillsAs head of the Model Verification practice, Chris oversees a consulting team providing verification services for ALM models, DFAST/CCAR models, liquidity models, mortgage-related models, and other financial models. In this role, she is primarily responsible for client management and verification reviews. Chris also is a verification producer specializing in all DFAST/CCAR models, SunGard Ambit ALM models, liquidity function and model reviews, and mortgage prepayment models. Before joining McGuire in 2012, Chris was Vice President, Investment Banker at Gleacher & Company (2011-2012) and Director, Investment Banker at Sunrise Securities (2009-2011). Her prior roles include SVP, ALM Manager at Colonial Bank (2005-2009) and SVP, ALM Manager at Compass Bank (1994-2005). Chris holds Series 7 and Series 63 licenses and earned a BA in Finance from the University of Alabama at Birmingham.

 

Justin Mouzoukos, CFO
Mazuma CU, Kansas City, MO
 

Justin MouzoukosJustin helps to guide the strategic direction of a $600m and growing credit union in Kansas City. He currently oversees the accounting, finance, risk management, facilities and wealth management teams and specialize in using data analytics to drive business decisions and action. Additionally, Justin manages the credit union's asset liability position which includes an investment portfolio of over $100m in assets. In his role, he has the opportunity to develop several new leaders and teams to support the mission of the credit union which is to make Kansas City a better place to live, work and bank. 
 
Justin is a University of Kansas graduate with a Master’s in Business Administration focusing on Strategic Management and Finance. 

 

Peter Myers, SVP
DDJ Myers, Phoenix, AZ
 

Peter MyersPeter leads teams and individuals in moving forward in their organizational goals through recruitment, retention, strategic planning, succession planning, organizational and board assessment, and executive leadership coaching. On a daily basis, he works with senior management teams and boards in the financial services industry to build and further develop their leadership and strategic teams by bringing out the true power within themselves and integrating it into the professional and business world. Peter is graduated from Arizona State University with a B.A. in sociology and a minor in Spanish. He holds a master-level certification in somatic leadership coaching from the Strozzi Institute, an internationally recognized coaching school. Peter also teaches three different courses at the institute, including the week-long Men’s School of Embodied Leadership intensive. Peter speaks nationally on leadership, succession planning and board/management relationship building. He is a contributing author to Bushido Business: The Art of the Modern Professional as well as CUNA’s 2013 white paper, “Evaluating and Developing Competencies: Creating Customized Models for Employees.” Peter is a Professional Certified Coach (PCC) as recognized by the International Coaching Federation (ICF). Peter is also certified in the BarOn EQ-i (Emotional Intelligence Inventory).

Sally Myers, CEO/Principal
c. myers corporation, Phoenix, AZ
 

Sally MyersSally is a founder of c. myers corporation and one of four owners, and she leads a client-focused team of 45+ people. She is driven by a deep commitment to helping credit union leaders and regulators. Sally has facilitated hundreds of strategic planning sessions, and has spoken at countless national and regional industry conferences. She has been a strategic force behind c. myers’ interest rate risk, budgeting, and liquidity models, which have been used to benefit credit unions of all sizes, including over half of those over $1 billion in assets. Sally has been instrumental in helping credit unions weather the financial services industry crises. She worked to help them think, plan, and act strategically and proactively to ensure their sustainability during turbulent times. Whether during a strategic planning session or with an audience of more than a thousand while speaking at conferences, Sally has mastered taking complex issues and breaking them into engaging topics for discussion.

 

Doug Olsen, Independent consultant/Corporate Speaker
Colorado Springs, CO
 

Doug’s background includes a career in education as a teacher, principal and superintendent. In business, he has served as an executive/COO in a variety of corporate and non-profit settings. Presently, Doug serves as a Lead Pastor in a multi-campus mega church. In regard to non-profit work, Doug has served as an Executive Pastor, Executive Director of a foundation, and a Director in a non-profit investment banking firm. As a counselor, he has served in a variety of agencies. Doug has also had an active speaking ministry, working with major league baseball, the NFL, and as a motivational speaker and seminar leader for Harley Davidson and in other corporate settings.

Jason Peach, President/CEO
West Community CU, O'Fallon, MO
 

Jason PeachJason has worked in the credit union industry for 20 years, serving in various roles, most recently as Chief Financial Officer at West Community prior to being named CEO in January 2016. Jason earned his undergraduate degree in Business Administration from the University of Missouri-Columbia, and later completed an MBA with a concentration in finance at Georgia State University. He earned the Certified Credit Union Executive (CCUE) designation from CUNA in 2001 and most recently the Certified Chief Executive (CCE) designation from the Credit Union Executive Society (CUES). Jason was an active CUNA CFO Council member for 13 years, volunteering on the Conference Committee from 2005-2015 and served on the Executive Committee from 2012-2015.


 

Julie Renderos, EVP/CFO
Suncoast CU, Tampa, FL
 

Julie RenderosJulie has more than 20 years of experience in the financial services industry. In addition to strategic planning, she also oversees the Accounting, Enterprise Risk Management, Compliance, Payments and Collection functions at Suncoast. A University of Michigan alum, Julie holds a Bachelors of Business Administration degree in accounting.  She also earned a Master of Business Administration degree from the University of South Florida. Before joining Suncoast Credit Union, Julie worked at Citizens Bank in Flint, Michigan. She has also earned her Certified Credit Union Executive designation and is a Certified Public Accountant licensed in the state of Florida.



 

Brandon Riechers, EVP/CLO
Royal CU, Eau Claire, WI
 

Brandon RiechersBrandon joined Royal Credit Union in 1996 and has held a variety of positions. He is active in the credit union movement and recently served on the NCUA task force for the Examination Flexibility Initiative by Chairman Metsger. Brandon has also served on a variety of Credit Union Advisory Boards for companies such as Transunion and Freddie Mac. He also was a past member of Filene’s i3 program from 2008-2010. In February 2014, Brandon was recognized as a Trailblazer Below 40 by the Credit Union Times as a young credit union executive “working at warp‐speed to better the future of the credit union industry.”
 
Brandon received his Bachelor of Business Administration degrees in Finance and Management Information Systems from the University of Wisconsin – Eau Claire and is currently completing his Master’s in Business Administration.

 

Bryan Ridgway, Senior Solutions Engineer
Kaufman Hall, Scottsdale, AZ
 

Bryan RidgwayIn his role he assist clients and prospects understand how the Axiom solutions can help analyze and improve their overall financial performance. In addition, Bryan provides industry thought leadership through the creation and delivery of articles, webinars and conference speaking engagements. Bryan has over 20 years of experience in the financial risk and performance management areas within the banking industry. Prior to joining the Axiom team, he was the Director of Product Management for the financial risk and performance management solutions at Fiserv, where he was responsible for leading overall business strategy in this area, including the development of funds transfer pricing, budgeting and planning, and asset liability management solutions. Bryan earned a MBA in Global Management with an emphasis in Finance, European Studies and German from Thunderbird School of Global Management.  He holds an undergraduate degree in Business Administration from Pepperdine University.
 

David Ritter, Shareholder
Doeren Mayhew, Troy, MI
 

David RitterDavid is a Shareholder in the Financial Institutions Group at Doeren Mayhew. He has worked with credit unions, banks, mortgage companies and CUSOs to help build strategies and move quickly towards their financial goals. David provides a multitude of advisory services to clients, including mergers and acquisitions guidance, business valuation and strategic planning. From prospecting merger opportunities for clients, to establishing effective financial and operational negotiations for new business, to deal closing and post-merger integration, he is completely hands-on in the entire merger and acquisition process. David also helps clients understand the true value of their business through a wide range of investment, branch, goodwill, mortgage rights and financial valuation services.


 

Madonna Ritter, SVP
McGuire Performance Solutions, Omaha, NE
 

Madonna RitterAs a leader of the Model Verification practice, Madonna is responsible for working with the sales team to understand client needs and schedule projects, manage the consulting team’s schedule, and assign projects. Before joining McGuire in 2006, she was Vice President of Client Services at ProfitStars and was responsible for managing the Client Support, Education, Training and Consulting areas. Madonna worked at ProfitStars for a total of 13 years, advancing from a Director of eLearning position, where she introduced web-based support to the company’s Client Services and sales and marketing teams. Madonna earned a BA degree in Business Administration from Buena Vista University and a MBA from the University of Phoenix.


 

Jason Scott, CPA, EMBA, VP Performance & Planning Analytics
Security Service FCU, San Antonio, TX
 

Jason ScottJason has a wide array of experience in Indirect Lending from initiating an Indirect Program at TruWest in Arizona nearly 20 years ago (really it's been that long) to having the highest loan growth at Pegasus CU in Dallas to currently working at Security Service CU in San Antonio, one of the largest indirect lenders in the country.






 

Kirk Sherman, Attorney
Sherman & Patterson, Ltd., Maple Plain, MN
 

Kirk ShermanKirk, a partner with Sherman & Patterson, Ltd., for over 30 years has focused his practice on executive compensation in credit unions and other tax-exempt entities. He works with boards, executives, and consultants in designing and documenting employment and severance agreements, deferred compensation plans, split dollar agreements, and other executive benefits that comply with applicable tax and regulatory requirements.





 

Brandon Smith, CFO
Reliant FCU, Casper, WY
 

Brandon SmithBrandon has served as CFO for Reliant the past eignt years and has over 13 years of experience in finance, technology and operations. He is (perhaps overly) enthusiastic about Excel and has used it extensively in all sorts of ways to turn data into actionable insights for decision makers. Areas of specialty include forecasting, simulation, capital budgeting, dashboards, and losing track of time. Brandon is committed to making sure the information encourages innovation, improves operations or service to members.  Brandon has his Advanced Crystal Ball Training Certificate, is a 2013 graduate of CUNA Management School and a 2003 graduate of the University of Wyoming.



 

Mark Solomon, Detective
Greenwich PD, Seymour, CT
 

Mark SolomonDetective Mark Solomon is a 23 year veteran of the Greenwich, CT Police Department and has spent his last 16 years in the Greenwich Police Department’s Criminal Investigation Division. Since 2008, Mark has been assigned to a federal task force that focuses on large scale financial and cyber-criminal activities.    Det. Solomon is a recognized expert in financial and cyber-crime investigations and has spoken throughout the U.S. on skimming, access device fraud, and identity theft. In 2009, he started the ATM Skimming Intelligence Network which now has more than 500 members from the private and public sectors that work skimming investigations throughout the U.S. and participating countries. In 2010, Mark was selected as the MasterCard/IAFCI International “Law Enforcement Officer of the Year” recipient. In 2014 he was a co-recipient of the Department of Homeland Security's (DHS) Luminary Award for Intelligence Sharing. In 2015, Mark received the Dr. John Clarke Law Enforcement of the Year Award for the Greenwich Police Department and in 2016 was awarded the Financial Crime Investigator of the Year Award from the Henry C. Lee College at the University of New Haven. Currently, Mark is the Connecticut Chapter IAFCI President.

Suzanne Weinstein, President/CEO
Orlando FCU, Orlando, FL
 

Suzanne WeinsteinRecently named President/CEO of the Orlando Federal Credit Union, Suzanne formerly served as the Chief Financial Officer for 16 years. She began her career as a part-time accounting clerk at Suncoast Credit Union while attending the University of South Florida in Tampa, Florida. After relocating to Orlando, she worked at Fairwinds Credit Union and earned a BSBA in Finance, MBA, and Certified Financial Planning Program Certificate from the University of Central Florida.
 
Suzanne served as Chair and Vice Chair of the CUNA CFO Executive Committee, CFO Education Committee Chair, CUNA Council Forum, and Accounting Advisory Committee. She was instrumental in launching the CUNA CFO Crasher’s program and establishing the CFO Awards program. Suzanne completed the Credit Union Executive Society’s Certified Chief Executive program held at University of Pennsylvania (Wharton), Cornell University (Johnson) and University of Virginia (Darden). She is former i3er of Filene Research Institute’s i3 innovation program.

Frank Wilary, Principal
Wilary Winn Risk Management LLC, Saint Paul, MN
 

Frank WilaryFrank has nearly 25 years of diversified experience in the financial services industry and has served financial institution clients for the past thirteen years. Areas of expertise include asset-liability management, credit loss modeling, capital markets, structured finance, derivatives and information systems. He regularly speaks at financial institution conferences on asset-liability management, credit loss modeling, and concentration risk management.  Frank’s presentations frequently focus on achieving best practices in ALM by assessing credit risk, interest rate risk and liquidity risk on an integrated basis.



 

Douglas Winn, President
Wilary Winn Risk Management LLC, Saint Paul, MN
 

Douglas WinnSince inception, Wilary Winn has grown rapidly and currently has more than 425 clients located in 49 states and the District of Columbia. Wilary Winn’s clients include 30 of the county’s top 100 credit unions.  Douglas is a nationally recognized expert in financial institution accounting and regulatory reporting and has led seminars on the subject for many of the country's largest public accounting firms, the AICPA, the FDIC, the FFIEC and the NCUA. He began his career as a practicing CPA for Arthur Young & Company - now Ernst & Young.




 

Jeff Ziliani, CFO
BFB Gallagher, Charlotte, NC
 

Jeff ZilianiJeff is responsible for complete oversight of the Company's finances. He provides financial information and technical accounting support to both clients and management in order to facilitate sound strategic business decisions. Before joining BFB Gallagher, Jeff worked for over 12 years in the Assurance and Business Advisory Services group at PricewaterhouseCoopers. He has a Bachelors Degree in Accounting from The College of New Jersey and has been an active Certified Public Accountant since 2002. Jeff is a member of the American Institute for Certified Public Accountants and the North Carolina Association of Certified Public Accountants. 



 

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