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Speakers

Shannon Carpenter Shannon Carpenter

Senior Manager, Financial Planning & Analysis

CUNA Mutual Group

Shannon Carpenter is a senior manager within the Financial Planning & Analysis team at CUNA Mutual Group. In this role, she supports CUNA Mutual Group’s forecasting and planning activities, and prepares financial reports for senior leadership and the board of directors. Shannon also manages the finance department’s early in career development program. 

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Chuck Crouch Chuck Crouch

Partner

Financial Management Services

Chuck Crouch is a highly experienced finance professional with the prestigious Chartered Financial Analyst (CFA) designation and has been with Financial Management Services since 2005. 

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Christopher Dahlgren Christopher Dahlgren

Director of Regulatory Affairs

Stiffel

Christopher Dahlgren is a Director of Regulatory Affairs at Stifel, providing a wide range of consultation, policy development and examination support services to credit unions. 

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Mike Higgins Mike Higgins

Partner

Mike Higgins & Associates (MHA)

Mike Higgins, Jr., is a partner in the firm of Mike Higgins & Associates (MHA). His primary areas of focus are performance management, performance-based compensation, board education, and strategic planning to maximize member value. 

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Joe Kennerson Joe Kennerson

Managing Director

Darling Consulting Group

Joe is a Managing Director at Darling Consulting Group, where he works directly with senior management teams on building customized balance sheet strategies to improve earnings and manage risk. 

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Ian Lampl Ian Lampl

CEO & Co-Founder

LoanStreet Inc.

Ian Lampl is CEO & Co-Founder of LoanStreet Inc., an innovative platform that helps financial institutions share, manage, and originate loans.

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Charley McQueen Charley McQueen

President & CEO

McQueen Financial Advisors

Charley McQueen is the President & CEO of McQueen Financial Advisors, which he founded in 1999. McQueen Financial focuses on providing financial institutions with specialized investment & consulting services for long-term success. 

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Kermit Randa Kermit Randa

Chief Executive Officer

Syntellis Performance Solutions

As Chief Executive Officer of Syntellis Performance Solutions, Kermit Randa oversees all product development, sales, implementation, training, and support functions for the firm’s Axiom Software solutions. 

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Frank Santucci Frank Santucci

Managing Director

Stifel

Frank Santucci is a Managing Director in Stifel’s credit union strategies group, and he has more than 35 years of experience working with credit unions nationwide. 

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Brian Smith-Vandergriff Brian Smith-Vandergriff

CFO

Ohio University Credit Union

Brian joined Ohio University CU as CFO in 2019 after almost two decades of serving credit unions from coast to coast. 

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Brad Spears Brad Spears

SVP/Director, Member Relationships

Federal Home Loan Bank of Des Moines

Brad Spears is SVP/Director, Member Relationships for the Federal Home Loan Bank of Des Moines. He is responsible for supervising a field staff of 10 relationship managers covering 13 states and over 1,400 members and has been at the bank since 2005. 

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Brittany Stern Brittany Stern

Manager, Financial Institutions

CliftonLarsonAllen

Brittany has more than ten years of experience and specializing in providing audit and accounting services to credit unions.

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Bill Stewart Bill Stewart

Vice President

National Cooperative Bank

Bill Stewart is vice president at National Cooperative Bank and is responsible for managing the lending and deposit relationships with the credit union industry. 

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Jeff Truitt Jeff Truitt

Product Manager

Syntellis

Jeff Truitt is a Product Manager focused on financial institutions. He directs design and development of Axiom software solutions, building in best practices for banks and credit unions. 

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Laurie Winger Laurie Winger

Executive Vice President & Chief Financial and Product Officer

CUNA Mutual Group

Laurie Winger is the executive vice president and chief financial and product officer for CUNA Mutual Group. Sher leads the financial management of the organization and oversees the company’s domestic product portfolio, along with the CUNA Caribbean business.

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Steve Wofford Steve Wofford

Co-Owner & CEO

Kohl Analytics Group

Steve Wofford is the co-owner and CEO of Kohl Analytics group. He has spent his 35-year career working with companies in numerous industries on strategic, operational, and financial analysis. 

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Kelly Zimmer Kelly Zimmer

Manager, Organizational Development

CUNA Mutual Group

Kelly is a Manager of Organizational Development with CUNA Mutual Group. She is committed to helping leaders align their organizational strategies with a talent strategy.

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