Speaker Bios

2018 CUNA CFO Council Conference
SPEAKER BIOGRAPHICAL SKETCHES

 

OPENING KEYNOTE – The Future of Financial Services: What’s Next?

Mike Walsh, Founder & CEO
Tomorrow, New York, NY
 

Mike WalshTomorrow is a global consultancy on designing business for the 21st century. Mike advises leaders on how to thrive in this era of disruptive technological change. His clients include many of the global Fortune 500, and as a sought-after keynote speaker he regularly shares the stage with world leaders and business icons alike. Mike previously founded Jupiter Research in Australia, and has also held senior strategy roles at News Corporation in the Asia Pacific Region. He is currently a board member and strategic investor in the North Alliance, Scandinavia’s leading digital marketing group. Mike’s best-selling book Futuretainment, published by Phaidon was the winner of the design award by the Art Director’s Club in New York.

Mike has delivered close to a thousand keynote speeches around the world to companies in almost every industry. His customized presentations leave audiences prepared and inspired to transform the way they do business. In 2014, Mike was invited to be a main stage keynote speaker at the Million Dollar Round Table with an audience of more than 8,000 people, one of the most prestigious events on the global speaking circuit.

As a global nomad and consumer trend scout, Mike does live research, in the trenches, with big corporations and entrepreneurs all over the world bringing a truly global perspective to every event.

Mike's personal manifesto: "Everything is changing. How we live, how we work and how we play. But to understand the future you need to focus on anthropology (the study of human beings) not technology. After all, as interesting as it is when things change, the real magic happens when people do."

CLOSING KEYNOTE – The Psychology of Illusion – Perspective

Vinh Giang, Entrepreneur
Washington Speakers Bureau, Alexandria, VA 

 
Vinh GiangCustomers stay loyal when the business they’re working with creates an emotional connection. That’s the message Patrick, former Nashville songwriter and featured performer on the SiriusXM Radio Family Comedy Channels, wants his audience to take home with them. Customer loyalty, Henry stresses, is fragile and customers will be loyal to those whom they are emotionally connected. “If you can make them feel, you can make them buy”. Growing up in the football town of Auburn, Alabama, Patrick saw firsthand how fans are made. His background, in part, led to the realization that engagement is the foundation for loyalty, and loyalty is the foundation for emotional and financial buy-in.

Henry often says “we learn best when we are being entertained”, which is why Patrick’s audiences can look forward to humor, guitar playing, and original songs during his presentation “Becoming Remember-able”. Many of the concepts you will hear can be found in his book “The Pancake Principle: Seventeen Sticky Ways To Make Your Customers FLIP For You” which can be found on Amazon.com.

Ryan Abdoo, Industry Technical Leader
Plante Moran, Chicago, IL
 

Ryan AbdooRyan began his career with Plante Moran in 2004 and is the Industry Technical Leader for the Financial Institutions practice. As the Industry Technical Leader for Financial Institutions, he serves both public and private institutions, performs quality control reviews, presents on accounting matters, authors much of Plante Moran’s industry thought leadership, and provides pragmatic solutions and guidance for clients on issues such as an acquisition or CECL. As a client server, Ryan provides accounting, auditing, financial analysis, and outsourced risk management services.
 
 
 
 
 

Andrea Badics, CFO
Community Alliance CU, Novi, MI
 

Andrea BadicsAndrea has been with Community Alliance Credit Union for three years. She has past experience working at two other credit unions as well as six years in public accounting, auditing credit unions and other financial institutions. She has received both her Bachelor's and Master's degrees in Accounting Information Systems from Eastern Michigan University and has also earned a Certified Public Accounting License.





 

Richard Berg, Co-Founder and CEO
Performance Trust Capital Partners, LLC, Chicago, IL
 

Rich Berg Prior to this postion, Rich was a Managing Director with Clayton Brown & Associates, Inc. where he directed the Portfolio Analytics Group, a division of the company dedicated to providing and executing commercial bank client investment and funding strategies. Rich was a Contributing Editor for the ABA Banking Journal for five years and authored various feature articles in this and other banking and regulatory publications. He is a featured speaker at numerous banking, insurance and professional conferences and seminars. Rich was also one of the original faculty members of the highly acclaimed Principles of Performance course (formerly known as   Bond Math University®) and The Advanced Cours®. He is a frequent guest on CNBC, Bloomberg TV & Radio, MSNBC, Fox Business News, WLS, WTTW and Reuters. Rich received his Bachelor of Science degree in Mathematics from Wheaton College and an MBA from Northwestern University’s Kellogg Graduate School of Management.
 

Tracy Bombarger, Associate Regional Director for Operations (ARDO)
NCUA, Alexandria, VA
 

Tracy is the ARDO for the Region IV office in Austin, Texas. She is responsible for activities in the region’s divisions of Management Services, Special Actions, and Supervision. Tracy began her career with NCUA as an examiner in Amarillo, Texas in January of 1992. She then served as a Supervision Analyst with the region and a Program Officer in the Office of Examination and Insurance prior to moving into management in 2003. She spent four years as the Director of Supervision and held the role of Director of Special Actions for three years before obtaining the ARDO position in 2011.

Tracy received her BBA in accounting from West Texas A&M University (formerly West Texas State University) in Canyon, Texas.

 

Deonne Christensen, Chief Operations Officer
Mazuma CU, Overland Park, KS
 

Deonne ChristensenDeonne joined Mazuma Credit Union six years ago as the Chief Operations Officer where she is responsible for the growing network of Branches, the E-Branch, Call Center, E-Sales Team and the Member Service Support Department. Deonne has been in the Financial Industry for the past 25 years holding positions at both banks and credit unions across the country with her passion in positioning credit unions to succeed in the ever changing omni-channel delivery system that we live in today. 

The purpose of the branch is changing radically and if not set up to meld people and technology together to effectively serve Members, branches will continue to increase their burden to the overall infrastructure instead of being utilized to connect, engage and grow relationships in the most cost effective ways. 

Deonne has spent the last few years successfully building a cross functional delivery system between all of the various channels that Members use (Branches, Online, Mobile, Phone & ATM/ITM). She has created E-Teams and Virtual Branches, remodeled existing Branches to align with the new model, closed locations and designed and opened new Branches as part of an overall growth strategy and is always open to helping others create the same.

Kevin Durrance, President / CEO
Texans Credit Union, Richardson, TX
 

Kevin Durrance
Kevin is currently the President/CEO for the $1.6 billion Texans Credit Union. He joined the credit union movement in the early '90's and has 35 years of experience in all major areas of banks and credit unions.

Kevin holds an MBA in Finance, an LL.M, and several degrees from the American Institute of Banking. Kevin has been teaching the call report since 2001.

 
 
 
 

Jane Field, Client Service Manager
Thomson Reuters, Hawthorn Woods, IL
 

Jane FieldJane graduated from the University of Kansas with a degree in Education. She joined Thomson Reuters back in 1995 as a Field Service Representative. She is a trainer of Checkpoint services and helps to manage client accounts with anything they need.






 

Travis Goodman, CFA, Principal, Advisory Services
ALM First, Dallas, TX
 

Travis GoodmanTravis joined ALM First Financial Advisors in 2003. He oversees the Advisory Services department, which is responsible for implementing actionable and effective ALM and investment strategies for client financial institutions. In addition to overseeing Advisory Services, Travis assists large, complex financial institutions in achieving optimal performance within policy and risk tolerances.






 

Brian Heim, Principal Member & Founder
IRR-analytics, LLC, Soquel, CA
 

Brian HeimBrian is the founder of IRR-analytics, LLC.  The firm specializes in interest rate risk and performs ALM reviews and model validations for credit unions across the country.  As a former bank CFO, Brian has experience in many functions of a full service financial institution, including treasury, investment portfolio management, loan and deposit operations, product development, pricing, mortgage operations, special assets, compliance, information technology, and accounting.





 

Mike Higgins, Partner
Mike Higgins & Associates, Prairie Village, KS
 

Mike HigginsMike is a partner in the firm of Mike Higgins & Associates (MHA). His consultants work with clients in the financial services industry. His primary areas of focus are performance management, performance-based compensation, board education and strategic planning to maximize member value.  Mike is also a Filene Applied Research Advisor. He has presented at numerous Filene events and participated in the inaugural Center for Performance and Operational Excellence Research Colloquium at Stanford University.




 

Scott Klitsch, Partner
CliftonLarsonAllen LLP, Boise, ID
 

Scott Klitsch Scott has more than 13 years of assurance experience. He is a respected industry professional who has supervised all phases of audit work for many high‐profile organizations. Scott regularly consults with clients on emerging accounting principles and audit standards and develops written communications for
governance.

Scott has a Bachelor’s of business administration in accounting from the University of Notre Dame, Notre Dame, Indiana and a Master’s of science in accountancy from the University of Notre Dame, Notre Dame.


 

Brian Knight, EVP & General Counsel
NASCUS, Arlington, VA
 

Brian KnightBrian joined NASCUS in 1998 and has served as NASCUS' general counsel since 2007. In 2014, he was also named executive vice president. In addition to managing NASCUS’ legal affairs, Brian oversees NASCUS' legislative and regulatory analysis, policy development, advocacy, and compliance guidance. He also oversees NASCUS’ professional development department and Accreditation and State Programs department.

With an extensive background in both legislative and regulatory analyses and a comprehensive knowledge of the state and federal credit union regulatory system, Brian often represents NASCUS speaking at seminars, trade association meetings and conferences. He has testified before numerous state legislatures on behalf of state regulatory agencies and participated in industry strategic planning sessions.

Brian earned his law degree from the College of William and Mary school of law. Prior, he earned a B.A in history and political science from Hope College. He is a member of the American Bar Association and the District of Columbia Bar.
 

Dave Koch, President/CEO
FARIN Financial Risk Management, Madison, WI
 

Dave KochAfter over 25-years at Farin, Dave is deeply invested in helping clients develop effective ALCO processes and is committed to helping the community financial industry develop workable strategies and risk management processes to improve financial performance, regulatory compliance and overall solutions to business challenges.

Dave is lead faculty member for the joint FMSGSB-Madison Financial Managers School, and a consistent "top rated" speaker for FMS. He is a popular presenter and a featured speaker at regional and national financial industry events. He regularly delivers educational programs on Asset/Liability Management and pricing topics to Federal and state regulatory agencies, national and state industry trade groups, Federal Home Loan Banks, and Credit Unions trade groups nationwide.

Dave specializes in executive-level advisory services and is actively involved with clients, developing capital planning strategy, loan & deposit pricing, evaluating interest rate risk and other ALM concerns.

Tasha Kostick, Audit Partner
RSM US LLP, San Francisco, CA
 

Tasha KostickTasha who leads the firm’s credit union audit practice, is a financial institution and internal control specialist and has been with RSM since 1997. In addition to advising partners around the country on industry changes that impact our audits, she serves as the engagement leader for several of the firm’s largest credit union clients, and performs engagement quality reviews for some of the most complex audits.

Tasha has worked with over a hundred credit unions across the country. Her focused areas of expertise include risk-based lending and pricing, lending strategies and solutions, the allowance for loan losses, mergers, impairment and fair-value accounting.


 

Chris Lawrence, CFO
American First CU, Brea, CA
 

Chris LawrenceChris has been in finance for over 13 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 of 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 CFO of the non-profit American First Credit Union (AFCU). Since being at AFCU, the new management team has restructured the balance sheet and core income has more than doubled. This is on top of offering improved loan and deposit rates in addition to providing better technology to members. He has also created innovative loan programs to further benefit the members of AFCU. And in returning to his academic roots, he commenced a financial literacy program with local high schools. Now having been with AFCU for over four  years, Chris has embraced the credit union culture of giving back.
 

Mike Lundberg, Partner, National Director of Financial Institution Services
RSM US LLP, Minneapolis, MN
 

Mike LundbergIn his role, Mike has responsibility for audit, accounting and risk containment matters across the firm’s financial institution practice, which includes community banks, credit unions, finance and leasing companies, and other specialty lenders.







 

Josh Manlove, Client Service Manager
Thomson Reuters, Midlothian, TX
 

Josh ManloveJosh graduated from the University of North Texas in 2010 and joined Thomson Reuters as a Sales & Retention Specialist for Knowledge Solutions that same year. He has worked his way up the Customer Management department and is now a Client Service Manager/Trainer.







 

Christine Messer CPA, MBA, VP Accounting and Finance
Heritage Family FCU, Rutland, VT
 

Christine MesserChristine joined Heritage Family Credit Union in 2012, with more than 10 years of accounting and management experience. She works with the CFO for all accounting, finance, forecasting, strategic planning, and liquidity functions at HFCU. Christine previously was an audit supervisor at a local accounting firm, specializing in defined contribution plan audits and financial reporting. In addition, for 12 years, she was an adjunct accounting professor with Castleton University. She has a bachelor’s degree in business administration with a focus of accounting from Castleton University, a master’s degree in business administration from Southern New Hampshire University, and is an active Certified Public Accountant licensed in the State of Vermont. She is a member of the AICPA and Vermont Society of Certified Public Accountants .She is involved in the credit union industry as a member of the Credit Union National Association (CUNA) CFO Council Conference Planning Committee.

 

Justin Mouzoukos, CFO
Mazuma CU, Overland Park, KS
 

Justin MouzoukosJustin has been with Mazuma Credit Union for 11 years and started within the industry as commercial analyst with a regional bank.  Today he serves as Mazuma's CFO, a role he has now had for five years.  Though his time at Mazuma he has launched their data analytics platform, Microsoft Dynamics ERP and most recently completed a small merger.  Justin is an community activist who is currently serving on FHLB's Credit Union Advocacy Board, the University of Kansas Health System Immunotherapy taskforce and the Mazuma Foundation Board.




 

Joseph Nelson, Loan Portfolio Analyst
Ent Credit Union, Colorado Springs, CO
 

Joseph NelsonJoseph started at Ent Credit Union in 2005, and has held the position of Loan Portfolio Analyst for the last 4 years. In his current role, he is responsible for the continuous review of the quality and performance of both the consumer and mortgage loan portfolios.

Joseph holds an MBA with Colorado Technical University (2015) and a Bachelor of Science in Business Administration from Colorado Christian University (2008).




 

Kevin Parks, VP, Strategic Planning and Member Solutions
Federal Home Loan Bank Topeka, Topeka, Kansas
 

Kevin ParksKevin joined the FHLBank Topeka in September 2015 as vice president and director of strategic planning and member solutions.  He has over 35 years of experience in financial services working in commercial banks, thrifts, credit unions and the farm credit system.  Previously he served as President/CEO of Centris Federal Credit Union in Omaha and held several executive leadership positions at Commercial Federal Bank in that same city.

Kevin attained the Certified Public Accountant (CPA), Certified Bank Auditor (CBA) and Certified Internal Auditor (CIA) professional designations.   He earned his Bachelor of Business Administration degree from Hastings College, Hastings, NE.   He is also a graduate of the Colorado School of Banking.


 

Steve Rick, Chief Economist
CUNA Mutual Group, Madison, WI
 

Steve RickSteve's primary responsibilities include conducting strategic research, analysis, and forecasting of the financial services industry with special emphasis on the consumer and credit union markets. His forecasts serve as a starting point for the strategic planning process and help to create a clear understanding of the underlying trends and links between the general economy, the financial services industry, and CUNA Mutual Group’s policy owners. Steve publishes the Credit Union Trends Report, a monthly “pulse check” on the economic state of the credit union movement.

Before joining CUNA Mutual Group, Steve was the senior economist for CUNA & Affiliate’s Economics & Statistics Department for 22 years. He also serves on the Board of Directors of the University of Wisconsin Credit Union, a $2 billion financial institution. Steve holds a senior lecturer position with the Economics Department at the University of Wisconsin - Madison where he teaches Money & Banking and Macroeconomics courses. He is also the facilitator and instructor for CUNA Management School’s Stanford Bank Game, a computerized bank simulation, and has two year’s experience as a bank simulation advisor for the Prochnow Graduate School of Banking.

Andy Roquet, Sr. Executive Benefits Specialist
CUNA Mutual Group, Madison, WI
 

Andy RoquetAndy began his employment with CUNA Mutual Group in 1988 as a developer in field systems. He then moved in to a corporate project management and product development role. Next, he held a position in information systems management and project management, during which he led large projects and IT teams for initiatives in executive benefits, pensions/401(k), and employee benefits product areas. He served as the executive benefits sales and service manager from 2008 - 2010 and was named to his present position in 2010. Andy earned a bachelor’s degree in business and computer information systems with a minor in mathematics from Wartburg College in Waverly, lowa. He also has a master’s degree in business administration from the University of Northern Iowa, Cedar Falls, Iowa. Andy is FINRA securities registered and holds the FLMI (Fellow, Life Management Institute) and ASC (Associate, Customer Service) designations. He received the Project Management Professional (PMP) designation in 1996 and completed a CUNA Mutual Group credit union internship at Belco Community Credit Union in Harrisburg, Pa. He has also published articles on executive benefits, and has completed the Staff Training and Recognition (STAR) coursework on Understanding Credit Union Operations.

Jason Scott, VP of Enterprise Performance Analytics
Security Service FCU, San Antonio, TX
 

Jason ScottJason is currently the VP of Enterprise Performance Analytics at Security Service FCU, the largest credit union in Texas. He has over 20 years of management experience in various areas including roles as CFO and CEO. He also has his CPA, Accounting degree, and Executive MBA from Arizona State University.






 

Matthew Sedares, Supervisor of BI & Data Analytics
American First CU, Brea, CA
 

Matthew Sedares Matthew leads the Business Intelligence and Data Analytics efforts at American First Credit Union. On the analytics side, he has worked on both supervised and supervised models for a variety of departments including loss mitigation, finance, and marketing. On the Business Intelligence side, Matthew has continually worked on establishing a standardized and enterprise-wide reporting platform while working hand in hand with AFCU’s data management team to continually expand AFCU’s data warehouse. Matthew is also in process of establishing a data governance framework for the organization in effort to mitigate data quality issues. Prior to working at American First, Matthew led software engineering teams in a variety of fields.

Matthew is a certified Project Management Professional (PMP) and has degrees in Economics and Finance from Bentley University. He is currently working towards a certification in data analytics from Cal State Fullerton.

Brandon Smith, CFO/Security Officer
Reliant FCU, Casper, WY
 

Brandon SmithBrandon has served as CFO and Security Officer for Reliant Federal Credit Union the past nine years and has over 14 years of experience in finance, technology and operations. Prior to the credit union, he worked as an international forecaster and a financial analyst for a billion-dollar multinational manufacturing and distribution company. He is highly skilled at turning data into actionable insights for decision makers. Brandon has been a leader everywhere he has gone in bringing the right tools and information to the right people to ask and answer great questions so those organizations could learn, grow and thrive.

Brandon was recognized in 2017 by the Mountain West Credit Union Association as one of the Top 20 Young Professionals Under 40. He graduated from CUNA Management School in 2013 with high honors and has his bachelor's degree in business administration and Spanish with a minor in international business from the University of Wyoming.

Matthew Stephenson, EVP/COO
Rogue CU, Medford, OR
 

Matt StephensonMatt’s career background includes executive leadership in technology, finance and operations. However, his true passion is in helping people develop themselves into leaders. Matt is a gifted instructor, particularly in the area of finance. He has a way of simplifying complex concepts so everyone can understand. He wrote a credit union simulation model that helps students at Western CUNA Management School understand the cause and effect of financial decisions.

Matt has a Bachelor’s degree in Management Information Systems and a Master’s degree in Business Administration (MBA) from the University of Nevada, Las Vegas (UNLV). He also completed Western CUNA Management School (WCMS) where he graduated with Highest Honors and was recognized with Charlie Clark Award.


 

Scott Vick, CFO
Texans Credit Union, Richardson, TX
 

Scott VickScott Vick started his career in public accounting and now has over 25 years in the financial institutions industry. Prior to his role at Texans, he has held similar positions at other credit unions and banks, primarily in the $1 to $5 billion asset size. He has come to the conclusion that there is no such thing as the "average" credit union - they are all just a little different and have their own personality.






 

Colleen Wellman, CPA, Sr. Associate, Financial Services
Plante Moran, Auburn Hills, MI

Colleen WellmanColleen has over 17 years of public accounting experience performing and supervising accounting, audit and consulting engagements for credit unions. She has experience with internal control risk assessments, internal audits related to operational and financial controls, purchase accounting, deferred compensation arrangements and mortgage banking activities, including FHA and HUD requirements. Colleen is a graduate of Walsh College and a member of the American Institute of Certified Public Accountants and Michigan Association of Certified Public Accountants.




 

Lee Wetherington, Director of Strategic Insight
US Voiceover/Jack Henry & Associates, Valdosta, GA
 

Lee Wetherington Lee is Director of Strategic Insight for Jack Henry & Associates® (JKHY: NASDAQ). Lee directs the development of actionable insight and strategy for the financial services industry at large. To this end, he creates programs, presentations, and articles designed to orient and educate financial executives on the trends and implications of new technologies. He routinely delivers keynotes nationwide focusing upon opportunities and challenges in fintech, payments and digital banking, and he is widely renowned for his unique style of comedic delivery.

Lee has delivered over 500 keynotes for state, national, and international trade groups, including the Credit Union National Association (CUNA), Credit Union Executive Society (CUES), National Association of Federal Credit Unions (NAFCU), World Council of Credit Unions (WOCCU), American Institute of CPAs (AICPA), and the Symitar Executive Forum (SEF). He also serves as Technology Faculty Chair for the Southwest CUNA Management School, and has delivered guest lectures on leadership and technology at universities across the country. He was named “Strategic Alliance Executive of the Year” at the 2013 Golden Bridge Awards, which recognizes the world’s top executives across every major industry globally. Lee’s articles and commentary have been published widely across a variety of major trade publications covering the financial services space.

Lee received bachelor degrees in Economics and English from Duke University in 1990, and, in 1993, he completed graduate studies at Emory University before joining a payments startup born out of the backroom of a community financial institution in South Georgia.

Daniel Wood, Director
DRW Advisors, LLC, Vass, NC
 

Daniel WoodDaniel is a veteran of 28 years in the U.S. Army where he served in every enlisted leadership position from infantry team leader to Combatant Command, Command Sergeant Major. Dan has led across a spectrum of operational environments ranging from humanitarian and theater security cooperation to  homeland defense and security and combat operations. He currently operates DRW Advisors, LLC assisting executives and entrapunuers in the pursuit of excellence in leadership and professional growth. In partnership with other organizations, as a certified executive and leadership coach and counselor, Dan has assisted over 300 executives and senior leaders over the past seven years. He is also certified as a Social and Emotional Intelligence Coach and DISC Behavioral Analyst.

Dan is currently pursuing a Ed. D. in Community Care and Counseling and has earned a Master of Divinity through Liberty University. He also completed a Master’s Certificate in Homeland Security and Defence from the University of Colorado. His awards and decorations include the Defense Superior Service Medal with Oak Leaf Cluster, Legion of Merit, Meritorious Service Medal with 4 Oak Leaf Clusters, Combat Infantryman’s Badge, Ranger Tab, Master Parachutist Badge, and Pathfinder Badge.

Corlinda Wooden, Co-Founder
Wooden Consulting, LLC, Oregon City, OR
 

Corlinda Wooden Corlinda is the co-founder of Wooden Consulting where she specializes in facilitating sales and service curriculum, leadership development and pushing innovative approaches to drive bottom line results. Alongside this, Corlinda also serves as the project manager for Filene Research Institute’s Financial Empowerment Incubator where her goal is to help credit unions launch programs that help make a positive difference in the lives of financially vulnerable populations. Prior to this, in Corlinda’s 20 plus years within the financial industry, she has held many roles within the retail and training departments including director of branch services.

Corlinda has a Bachelor of Arts degree in Management and Information Systems and Qualitative Analysis from the School of Business at Portland State University and was named one of Credit Union Magazine’s CU Movement Rock Stars for her leadership in developing a successful sales and service culture amongst the 80+ employees she managed. She was also among the top 15 credit union professionals for CUES’s Next Top Credit Union Executive competition where she shared some of her strategies regarding the future of the branching model in the credit union industry.