Speaker Bio's
 


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OPENING KEYNOTE – AgeProof: Living Longer Without Running Out of Money or Breaking a Hip

Jean Chatzky, Personal Finance Expert
New York, NY
 

Jean ChatzkyJean is the financial editor for NBC’s TODAY show, is an award-winning personal finance journalist, AARP’s personal finance ambassador and host of the podcast, HerMoney with Jean Chatzky, on iTunes. Jean is a best-selling author; her most recent books are Operation Money, a free financial guide for military service members and families; and Money Rules: The Simple Path to Lifelong Security. She believes knowing how to manage our money is one of the most important life skills for people at every age and has made it her mission to help simplify money matters, increasing financial literacy both now and for the future. In 2015, Jean teamed up with Time for Kids and The PwC Charitable Foundation to launch Your $, a financial literacy magazine reaching 2 million schoolchildren each month.
 
 

CLOSING KEYNOTE – Embrace the Shake: Transforming Limitations into Opportunities

Phil Hansen, Multimedia Artist, Speaker, Author and Innovator
Alexandria, VA 

 
Phil HansonReferred to by his fans as "the Artist for the People," Phil is an internationally recognized multimedia artist, speaker, author and innovator—at the forefront of bringing art to a wider audience. Crashing irreverently through conventional boundaries, he works at the intersection of traditional art, electronic media, offbeat materials, and interactive experiences. He is most widely known for his meta-art, videos that document the creation process (sometimes even through destruction), showing millions that art is action, not just result. Phil’s work also extends deeply into traditional media with features on the Discovery Channel, Good Morning America, The Rachael Ray Show, Last Call with Carson Daly, Glamour and many more. His work is sought-after by many influential clients including the Grammy Awards, Disney, Skype, Mazda and the Rockefeller Foundation.
 
For the tens of millions who have seen his art on TV and online, it's hard to imagine that his artistic journey nearly came to an end when a tremor developed in his drawing hand. In exploring new ways to create art, he discovered that by embracing his shake, limitations could become the passageway to creativity.
 
His inspirational story was first shared on the TED stage to a standing ovation, and then shared around the world including on PBS, BBC and CCTV. Now, his ability to draw parallels to the business setting has won him followers among industry and business leaders, leading to invitations to speak at the TED2013 conference, Adobe MAX Creativity Conference, World Summit of Nobel Peace Laureates, and the Million Dollar Round Table. "Phil's message of selfreinvention and the power of transforming adversity into opportunity is one that translates well across audiencesregardless of the industry. His message inspires, motivates and re-energizes the creative spirit in us all."- Ford Motor Company At the request of some of his speaking clients, Phil has designed a unique art experience beyond the talk. Companies who are seeking an unforgettable interactive experience for their audience are absolutely stunned by its originality, value and effect. "A number of years ago at our sales meeting we had a very expensive performance painter present. I can say that the impact of Phil's talk with the fingerprint art project provided much more impact and value. Being able to connect all employees to a single work of art is absolutely incredible."- Bethany Quam, General Mills President, Convenience & Foodservice Division. Besides speaking and doing art, he is an advocate for advancing art education. He's the author of Tattoo a Banana, a guide to exploring creativity through art with everyday materials. And he's the founder of Goodbye-Art Academy, providing high quality and free art education videos to teachers and students everywhere.

GENERAL SESSION – The Art of Choosing

Sheena Iyengar, Professor
Columbia Business School, New York, NY
 

Iyengar SheenaSheena has taught on a wide variety of topics, including leadership, decision making, creativity, innovation, and globalization. Considered one of the world's leading experts on choice, Dr. Iyengar’s core research focusses on the psychology of choice and decision-making, addressing how humans face challenges in a world where they are inundated with options. Her book, “The Art of Choosing,” explores topics such as, why choice is powerful and where its power comes from, the ways in which people make choices, and the relationship between how we choose and who we are. She has also turned her attention to tackling issues in the business world through the lenses of network analysis and diversity-inspired research. Dr. Iyengar’s work has been published in premiere academic journals across such disciplines as economics, psychology, management, and marketing, and she received the Presidential Early Career Award in 2002, and has been voted among the Top 50 most influential business thinkers by Thinkers50 and rated one of the world's best B-School Professors by Poets and Quants. Her book, The Art of Choosing received one of the six Financial Times and Goldman Sachs Business Books of the Year 2010 awards, and was ranked #3 on the Amazon.com Best Business and Investing Books of 2010. Her research is regularly cited in the popular media, including the New York Times, Wall Street Journal, the Economist, and BBC. Dr. Iyengar has also appeared on television programs like the Today Show, the Daily Show, and Fareed Zakaria’s GPS on CNN. Her TED Talks have collectively received almost four million views and her research continues to inform markets, businesses, and people all over the world.
 
Dr. Iyengar knows firsthand how the power of choice can transform lives. When she was three years old, she was diagnosed with a rare form of retinitis pigmentosa, an inherited disease of retinal degeneration. By 6th grade, she had lost the ability to read, and by 11th grade, she had lost her sight entirely and could only perceive light. Dr. Iyengar was told by her high school guidance counselor that she shouldn’t bother applying to college. Not only did she choose to go to college, she graduated from the Wharton School of Business at the University of Pennsylvania with a B.S. in Economics and a B.A. in Psychology. She then earned her Ph.D. in Social Psychology from Stanford University and joined the Columbia faculty in 1998.
 

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

Peter Ricchiuti, Wall Street Investment Visionary and Entertaining Finance 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 20 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.
 

Cortney Angeley, Impact Director
Filene Research Institute, Madison, WI
 

Cortney-AngeleyCortney aims to prepare credit unions for the next generation, while remaining true to the people helping people philosophy. She thrives on making human connections to understand what drives people, and then helps guide them to take action using research-based solutions. A proud millennial, Cortney has more than 11 years of experience in financial services. Her career started at a savings and loan but she eventually ended up at SchoolsFirst Federal Credit Union. In her most recent role, she was a supervisor over the remote service channels. Her experience working with members and team members over the last seven years gives her key insights into ease of use and how credit unions can create a winning omni-channel experience that makes things easy but also embraces the human connection.
 
Cortney earned a BA in Communication Studies from California State University, Long Beach and an MBA in Organizational Leadership from Brandman University. Not only does Cortney value education, but she also values life lessons, and what better way to connect with people than through travel. She has travelled to Europe through a study abroad program, as well as spent time in India volunteering with a women’s group. Cortney was also selected as a GAC Crasher in 2016, which helped cement her commitment to the credit union movement.

Tracy Jean Ashfield, President
Ashfield & Associates, LLC, Madison, WI
 

Tracy Jean Ashfield Since 2001, Tracy’s consulting work has benefited credit unions and their members. She has worked with the largest mortgage-granting credit unions to enhance their programs, and she has helped credit unions new to mortgage lending establish programs. Her recommendations have propelled her clients to become efficient, profitable real estate lenders. Through customized training programs, Tracy also delivers hands-on, results-driven curriculums to help credit unions find lending opportunities, manage their operations and develop strategies to become their members’ trusted advisor for real estate lending products and services. Tracy has more than 25 years of experience in Mortgage Banking management. Before forming Ashfield & Associates she held a variety of management positions in the credit union industry. She was the senior executive, Mortgage Development at CUNA Mutual; the SVP of Operations of CUNA Mortgage Corporation, and she also worked with CMG Mortgage Insurance Company.
 

Ryan Brogan, Consultant
Cornerstone Advisors, Scottsdale, AZ
 

Ryan BroganRyan specializes in contact center and lending performance improvement and benchmarking for Cornerstone. He helps financial institutions outperform their peers by recommending practical strategies to reduce costs, generate revenue, leverage technology and utilize data to drive smart business decisions. Ryan is a graduate of Arizona State University. Cited in the press and a contributor to GonzoBanker, he has also played a pivotal role in the development of the Cornerstone Performance Report.
 
 
 
 
 

Lauren Culp, Manager, The Cooperative Trust
Filene Research Institute, Madison, WI
 

Lauren CulpLauren leads and empowers a growing community of young advocates for credit unions and cooperative finance. As the Trust continues to mature, Lauren focuses her energy facilitating young adult disruption in the cooperative financial industry in a way that invites credit union lovers of all ages to join in. A Gen Y-er herself, Lauren loves talking about millennials, the changes they are driving in our workplace, and how to reach them. In 2016, Lauren crashed the CUNA GAC, which jumpstarted her love for credit unions. Eager to get involved in shaping the future of cooperative finance, Lauren became a member of the Filene i3 Class of 2018. Prior to her role at Filene, Lauren spent five years at True North Federal Credit Union in Juneau, most recently working in member business lending.
 
Lauren graduated summa cum laude from the University of Alaska Southeast with her Bachelors of Business Administration and Management and received the Bob Ellis Award for Outstanding Graduate in Management.
 
 

Joe Dahleen, EVP
MortgageHippo, Chicago, IL
 

Joe DahlenJoe is a 21-year veteran of the mortgage industry who specializes in executive management and strategic marketing. He is known for being a strong advocate of technology and an expert in leveraging the latest communication methods to ensure the success of his endeavors. In his role at MortgageHippo, Joe works with internal and external clients in developing, communicating, executing, and sustaining corporate strategic initiatives, marketplaces and new verticals.
 
 
 
 
 
 

Clark Duncan, Training Coordinator
Fort Knox FCU, Radcliff, KY
 

Clark DuncanClark has been a "Crasher" both at the Marketing and Business Development Council Conference in 2016 and the Lending Council Conference in 2017. He was also selected as a CU Rockstar in 2017 and featured in Credit Union News. He enjoys volunteering his time as a Youth Group leader as well as taking mission trips to serve the under privileged.






 

Denise Gabel, COO
NWCUA, SeaTac, WA
 

Denise GabelDenise is passionate about people and possibilities - focused on building a brighter future for the not-for-profit cooperative credit unions in the region. She is an author, dynamic speaker, innovative executive, emcee, and a remarkable coach. Denise is a connector and a change agent. She ignites creative new thinking with her energized approach – that’s how she’s wired. A lifelong learner, Denise has been named a Woman to Watch. She is a summa cum laude graduate of Eastern Washington University and served as a member of the Berkeley Innovation Forum at the University of California Berkeley Haas School of Business. Denise also graduated from Harvard Business School’s Women’s Leadership Forum.
 
Another priority for Denise is working with all credit unions to ensure collaborative engagement and participation. Her credit union movement experience is rich; she previously served as vice president - strategic direction for Spokane Teachers Credit Union, and became a nationally recognized innovation thought leader during her tenure at the Filene Research Institute, the industry’s “think and do” tank.

Melanie Gillen, Capability Leader Director
CUNA Mutual Group, Madison, WI
 

Melanie GillenMelanie is responsible for managing the ease of doing business capability portfolio. This includes setting the vision and strategy at the capability level and ensuring that the capabilities and assets created can be leveraged enterprise-wide. The transformation results are accomplished utilizing agile methods, prioritizing improvements based on quantitative business value and perpetual customer feedback.
 
Throughout her CUNA Mutual Group career, Melanie has attended President’s Council in 2003 and has been nominated twice for the Excellence in Leadership Award within the Sales Organization. She currently serves as the co-chair for the Women’s Leadership Network employee resource group within CUNA Mutual Group.
 
Melanie graduated from the University of Maine with a Bachelor of Science in Business Administration with a concentration in Finance. She obtained a master’s degree in Business Administration with a concentration in management from Thomas College. She is a CUNA Management School graduate.

Mike Horrocks, Sr. Director, Solution Management
Baker Hill, Carmel, IN
 

MIke Horrocks Mike's responsibilities include the identification and development of new market opportunities in the business of lending, risk management, and analytics for financial institutions. He has held roles ranging from managing pricing and profitability at a $70 billion institution, to commercial lending, and product management of key software solutions for the banking and credit union industry.
 
Mike is a frequent speaker and writer on the topics of risk management, innovation in lending, and credit trends. He holds an MBA both in International Finance and Venture Technology Management from Indiana University and a BS in International Finance from Brigham Young University.
 
 

Jeff Jackson, CLO
Michigan State University FCU, East Lansing, MI
 

Jeff JacksonJeff has been with Michigan State University Federal Credit Union since 1997. Prior positions at the Credit Union include Assistant Vice President of Internal Audit, Vice President of Finance, Vice President of Member Services, and Senior Vice President of Business Lending and Operations. Every day he strives to improve the credit union experience for MSUFCU members. Jeff received his Masters of Business Administration from the The Eli Broad Graduate School of Management at Michigan State University and his Bachelor of Business Administration from the University of Michigan. He has served on the Business Loan Committee at the Credit Union since inception. Jeff is responsible for mortgage, consumer, indirect, and business lending.


 

Brian Kaas, President/Managing Director
CMFG Ventures, Madison, WI
 

Brian KaasBrian is responsible for sourcing, evaluating and executing a broad range of strategic transactions for the organization. Additionally, he serves as the president and managing director of CMFG Ventures, LLC and oversees all aspects of its venture capital program. Brian joined CUNA Mutual Group in 2012. Prior to joining CUNA Mutual Group, he was a partner at Foley & Lardner and a member of its Insurance & Reinsurance and Health Care Industry teams. Brian has a broad range of legal and corporate experience, particularly in the areas of business, transactional and regulatory insurance law. Brian has substantial experience in complex commercial transactions including mergers, acquisitions, reinsurance restructurings and reorganizations of insurance companies and other business entities.
 
Brian graduated from the University of Wisconsin Law School with a Juris Doctorate. He also received a Bachelor of Science degree from the University of Wisconsin-Whitewater in Public Policy and Administration with an emphasis in Legal Affairs.

Kevin Kesecker, SVP/CLO
SECU Linthicum, MD
 

Kevin KeseckerKevin is an experienced Lending Executive responsible for leading management of core business components for Mortgage, Home Equity, Consumer, Indirect, Business/Commercial, and Quality Control functions. He is responsible for determining strategic direction of future products, delivery channels, production, and profitability. Prior to joining SECU in December 2008, Kevin served as vice president for a Mid-Atlantic regional mortgage banking firm.
 
 
 
 
 
 

Mike Long, EVP/Chief Credit Officer
UW Credit Union, Madison, WI
 

Mike LongMike is responsible for the overall direction of the $2.5 billion credit union’s lending division, including mortgage lending, student lending, consumer lending, indirect lending, and collection activities. He is a former executive committee member of the CUNA Lending Council and has been active on several advisory boards related to credit union lending.
 
 
 
 
 
 
 

Robert Macari, Regional VP
LSI, Elgin, IL
 

Robert MacariRob began his career with LSI more than 18 years ago, after graduating from the University of Illinois, Urbana-Champaign, managing the Midwest region. He has spent the last nine years managing the Western region, traveling from California up into Alaska, and over into Hawaii.
 
Rob is focused on working with his partners to help deliver positive experiences to their members through LSI's #AlwaysLIVE support. In today’s mobile world partners can be assured that their members can connect anytime, anywhere. His passion and positive attitude reflect the Best-in-Class Service and Best-in-Class Resolution Rates, which LSI prides itself on.

 

Meghin Margel, Direct Contact Center Sales
BECU, Tukwila, WA
 

Meghin MargelWith a 20+ year career in financial sales, Meghin leads her team of inbound and outbound lending professionals through a focused balance of service and sales, deepening member engagement and living the organization’s brand promise with every member interaction. Meghin holds a BA from the University of Washington in Political Science.






 

Satyan Merchant, VP Mortgage
TransUnion, Chicago, IL
 

Satyan MerchantIn this role, Satyan owns TransUnion’s mortgage line of business strategy, partnerships and new product development. Prior to his current position, Satyan led market planning for the mortgage line of business. Before joining TransUnion, he held positions in corporate strategy at Lenovo and consulting at McKinsey & Company.
 
Satyan received his bachelor’s degree from University of Virginia and an MBA from the University of Chicago Booth School of Business.



 

Jessica Oliver, Financial Outreach Director
Pelican State CU, Baton Rouge, LA
 

Jessica OliverJessica has led the financial education and outreach efforts of Pelican State Credit Union for over 10 years. She leads a team of five Nationally Certified Credit Counselors to conduct Financial Literacy Workshops, one-on-one counseling, youth education programs and outreach across the state of Louisiana. Under Jessica’s leadership, the Financial Outreach Team and their award-winning education programs have reached over 16,000 individuals since their inception in 2007. She also serves as the coordinator for Pelican’s Community Development Financial Institution (CDFI) grant programs, including the nationally recognized HELP program which assists Louisiana’s low income, undeserved residents to become financially stable. She is also a regular contributor and collaborator for financial topics on the blog, “Pelican State of Mind.”
 
Jessica is a nationally certified credit counselor. She received her BA in Marketing from Southeastern Louisiana University, MBA from Louisiana State University and is a certified Credit Union Development Educator (CUDE). She is an active member of many professional organizations such as the Louisiana Jump$tart Financial Literacy Coalition, the Alliance for Economic Inclusion, Bank on Baton Rouge, the Junior League of Baton Rouge, Denham Springs Main Street Association and the Louisiana State DECA Association.

Steve Quigley, VP Retail Banking
UICCU, North Liberty, IA
 

Steve QuigleySteve has been in the financial services industry for 39 years, 25 years with banks and the last 14 years with credit unions. He is responsible for all branches; our call center; credit administration; platinum financing; and retail sales.

 
 
 
 
 
 
 
 

Melissa Rogers, Consultant
Cornerstone Advisors, Scottsdale, AZ
 

Melissa RogersMelissa specializes in performance and process improvement at Cornerstone. She helps clients facilitate the discovery, evaluation and planning process to identify actionable opportunities. Melissa’s prior experience includes revenue improvement consulting, loan system implementations, and professional services leadership at Fiserv and Automated Financial Systems (AFS). She is a graduate of the University of Pennsylvania and Villanova University.






 

Jill Rothenberger, VP Consumer Lending
Dupaco Community CU, Dubuque, IA
 

Jill RothenbergerJill graduated from the University of Northern Iowa with a BA in General Studies with a financial services minor. She joined Dupaco Community Credit Union in 2004 with background in consumer underwriting, consumer and mortgage lending. In her current role, she leads the credit union's consumer lending function of service to more than 100,000 members from 19 offices.






 

Valentin Saportas, CEO
MortgageHippo, Chicago, IL
 

Valentin Saportas Valentin enjoys working closely with the company's software development and customer success teams to address the needs of clients while delivering a great consumer experience throughout the mortgage process. Prior to starting MortgageHippo, Valentin worked as a commercial finance attorney at a large Chicago law firm. He also worked as a financial consultant advising real estate developers on personal and business financial matters. Valentin has also served on the board of a community development credit union and other non-profit organizations.
 
Valentin holds a Bachelor's degree in International Economics from the University of Florida and a Juris Doctorate from Northwestern Pritzker School of Law.

 

Andy Schuman, Agile Transformation Director
CUNA Mutual Group, Madison, WI
 

Andy SchumanAndy is a Certified ScrumMaster® and SAFe® Agilist with over 20 years of successfully leading strategic business and technology initiatives. In his role, Andy is responsible for the implementation of agile best practice across the Large Account Transformation Program using the Scrum methodology. More specifically, Andy’s responsibilities include serving as the overall program manager, training and managing teams on agile best practices, directly managing the Transformation Leads (or Scrum Masters), driving continuous improvement within the program with an ongoing focus on customer and business value, and architecting high energy, effective teams that are empowered and accountable in delivering results.
 
Andy graduated from the University of Wisconsin – Madison with a Bachelor of Science degree in Business Administration.

Matt Scarborough, CEO
Bridgeforce, Chadds Ford, PA
 

Matt Scarborough
 As CEO, Matt has led Bridgeforce to new levels of client services, expanding resources to both broaden and deepen company capabilities. Through his vision and leadership courage, Matt brought a solid company with a strong reputation to a new level of activity and business, by adding new business segments and geographies to the company portfolio. Matt has fostered a client-focused culture rewarding thought leadership and problem-solving activities that effect positive and sustainable change in client businesses. As a result, Bridgeforce has created opportunities for clients by delivering new strategic solutions to the ever-changing lending and payments environment, which will serve clients for the long term.
 
 Prior to becoming CEO Matt led the company’s international and capital markets practices, whose clients include some of the world’s largest banks and investment firms. As part of these efforts, he helped clients with challenges including credit policy, organizational realignment, business processes, portfolio management, collections and recovery operations, managing the regulatory environment, and interfacing with capital markets.
 
Matt started his career at MBNA and subsequently was the founding CEO of the software company, EnsuredMail. He holds a Bachelor’s degree in Mechanical Engineering and Master’s Degrees in Business Administration and Economics from the University of Delaware.

Jackie Shaeffer, Underwriter
Maps Credit Union, Monmouth, OR
 

Jackie ShaefferJackie, a native Oregonian has worked for Maps Credit Union in the lending department for two years. Last year as a crasher, she was a processor with the aspiration to become an underwriter and has since achieved that goal.
 
 
 
 
 

 
 

Mike Steppenbacker, Corporate Banking Director
Ent Credit Union, Colorado Springs, CO
 

Mike SteppenbackerMike joined Ent Credit Union seven years ago. He came from a regional bank in Colorado where he worked for almost five years as a vice president of business banking and also has a background as a bank examiner having worked for the Office of the Comptroller of the Currency (OCC) in Cleveland, Ohio for five years. As an examiner, Mike evaluated banks ranging from $75 Million to $10 Billion in assets and had experience auditing most areas of the financial institution, but most extensively commercial loan review.
 
In his current role at Ent, Mike oversees the commercial credit underwriting and production functions of larger commercial loans, as well as the management of the documentation and servicing staff. He is also responsible for writing commercial policy and procedures, interpreting and applying regulations and guidance, and identifying areas of strategic growth for the MBL portfolio.
 

Bob Stowell, SVP/CLO
Firefly Credit Union, Burnsville, MN
 

Bob StowellIn his role, Bob oversees all aspects of commercial lending as well as card services, training and wealth management. Firefly is over $1 Billion in assets and serves 70,000+ members, primarily in the Greater Twin Cities Community, in the great state of Minnesota. Bob has provided comment to NCUA and CUNA regarding advanced notice of proposed Member Business Lending (MBL) rulemaking and is regularly quoted in the industry press. He is a member of the CUNA Operations Sales and Services Council and the CUNA Lending Council where he is Chair of the Executive Committee.


 
 
 
 

John Toohig, Managing Director/Trader
Raymond James, Memphis, TN
 

John ToohigJohn joined Raymond James (formerly Morgan Keegan) in September of 2006. As co-head of the Whole Loan group, John’s primary responsibilities include day-to-day trading of whole loan packages, portfolio analysis, transaction management and the structuring of whole loan, participation and automobile securitizations (ABS). His product focus encompasses both seasoned and new production: residential mortgages, commercial mortgages, consumer lending, scratch and dent loans, non-performing assets and ABS structured transactions. Prior to joining the Whole Loan group at Raymond James, John was a part of the firm’s Taxable Banking platform.
 
John received his undergraduate degree from the Houghton College and his MBA from the University of Mississippi with a focus in finance and IT.
 

Michael VanErdewyk, Founder/Chairman/CEO
ReliaMax, Sioux Falls, SD
 

Michael VanErdewykReliaMax is a financial and insurance technology company that works with more than 475 credit unions, alternative lenders and investors to help them profitably participate in the private student loan asset class. The company has helped more than 100,000 student borrowers to finance their education. Michael has more than 25 years of experience helping to grow companies in the fintech, finance, insurance, investment, and biotech industries. Prior to ReliaMax, he held leadership positions at EC Fackler, EF Hutton, Merrill Lynch and Prudential, was the chairman, CEO, and founder of Bioverse, Inc., a biotechnology company, and led the startup of a self-insured workers’ compensation fund in the State of Minnesota.
 
 
 
 

Vincent Vieten, Senior Credit Specialist
National Credit Union Administration, Alexandria, VA
 

Vincent VietenVin specializing in commercial and member business loans, for the National Credit Union Administration (NCUA), the independent federal agency that regulates, charters, and supervises federal credit unions. Vin, joined the NCUA in 2010. His responsibilities include developing agency regulation, policy, exam guidance, and examiner training to address credit unions’ lending activities. He was one of the primary authors of the new MBL Rule, preamble and guidance. Vin, feels strongly thorough financial analysis of the borrower is necessary, not only to protect the credit union, but more importantly enables credit unions to fulfill their mission of member service. A thoughly underwritten commercial loan will ensure the member receives the value added service of a credit package structured to meet the member’s needs and within the member’s financial ability. A theme that is emphasized in the revised rule and associated preamble.
 
Vin’s nearly 30-year career in the banking industry includes commercial lending and management roles at community banks and large regional banks that provided financing to commercial accounts throughout northern New England. Building on this experience, Vin established and managed commercial lending departments at two community banks and managed the residential and consumer loan departments.
 

David Visinsky, SVP
Vining Sparks, Memphis, TN
 

 David VisinskyDavid helps credit unions from across the country buy and sell loan participations across various asset types - Autos, RVs, MBLs or Residential. David has traded over $2B of loan participations over the last four years. Previously, he spent five years in investment banking for financial institutions where he advised on over $200 million in M&A transactions and raised over $1 billion in capital. Prior to that, he was in the Treasury Department for a $35 billion regional bank doing treasury and asset/liability management. David received his MBA with concentration in Finance and Operations from Vanderbilt University and a BBA in Finance from Southern Methodist University.


 

Mark Volz, Business Lending Manager
Guardian CU, West Milwaukee, WI

Mark VolzMark has worked at GCU since July 2015. His first real taste of the credit union movement was when he Crashed the Wisconsin Credit Union Leagues Convention in May 2016 and CUNA's Lending Council in October 2016. Since Mark’s participation at the WCUL Convention he became an active leader in the YP and Chapter. He is on the WCUL YP Advisory Board, Chairperson for the Cream City YP Group, and Membership Officer for the Cream City Chapter. Mark is also going back to school to get his Master's Degree in General Business with an emphasis in Management from the University of Wisconsin Whitewater, where he also got my graduate degree in Finance in 2009.



 

Joseph Weisbord, Credit and Housing Access Director
Fannie Mae, New York, NY
 

Joe WeisbordJoe is responsible for developing corporate-wide, strategic business initiatives to increase access to mortgage credit and affordable housing. He works with senior management, customers, regulators and a wide range of industry stakeholders to understand emerging market needs and develop responses aligned with the Company’s historic mission, regulatory mandates and business objectives. Previously Joe led efforts to prevent foreclosures and reduce credit losses through partnerships with lenders, housing and credit counseling organizations, and government in distressed markets across the country. He joined Fannie Mae in 2005 to lead the company’s homelessness initiative, which invested in creation of over 7,800 units of supportive and affordable housing for homeless and at-risk individuals and families.
 
Joe has over 30 years of experience in affordable housing finance, development and policy. He began his career in the construction industry. He has taught in the graduate city and regional planning program at Pratt Institute. Joe serves on a number of nonprofit boards, including the New York Mortgage Coalition, the Center for New York City Neighborhoods and the Center for Urban Community Services.
 

Bradley J. Wylie,, Director Credit Consulting for Advisors Plus
PSCU, St. Petersburg, FL
 

Brad WylieBrad advises credit unions on issues involving portfolio growth and profitability enhancement; portfolio repositioning and re-pricing; product set assessments and competitive analysis, industry/peer benchmarking and portfolio acquisition/divestiture. He is an expert on credit card partnerships, including affinity card programs, co-branded cards and the creation and structuring of credit card reward programs. His 30+ years of experience conducting portfolio valuation analyses, managing RFP and due diligences processes, and creating and maintaining partnership agreements give him a unique perspective and skill set when working with clients in today’s post-CARD Act marketplace.
 
Brad holds a BA in Economics and Political Science from The Ohio State University and an MBA from Capital University. He has served on the Visa Small Business Executive Council.
 

Glenn A. Yeager, Counsel
Bridgeforce, Chadds Ford, PA
 

Glenn YeagerGlenn has concentrated his practice in the financial services sector, including banking, thrift and insurance law and regulation. He has over 38 years of corporate financial services and regulatory compliance experience, of which 22 years were in-house. Glenn advised financial institutions on measures to manage risks associated with applicable federal and state laws and regulations. He assisted with banking examinations/enforcement matters, and developed policies and systems to comply with vast industry regulations from oversight agencies. He has counseled banks in more than 70 formal and informal supervisory and enforcement matters. Over the last 20 years, he served as EVP, General Counsel and Corporate Secretary - Customers Bancorp, Inc. and Customers Bank; and as Counsel, Corporate, Finance and Capital Market Group - Stevens & Lee PC.
 
Glenn holds a JD from Temple University School of Law and a BBA from Temple University.


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