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Speakers

Keynote speakers

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Vernice “FlyGirl” Armour Vernice “FlyGirl” Armour

America’s First African American Female Combat Pilot

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Fireside chat

Jim Nussle Jim Nussle

President & CEO

Credit Union National Association

Washington, DC // Madison, WI

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Fireside chat

Jim Block Jim Block

EVP/COO

BCU

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Mike Schenk Mike Schenk

Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist

CUNA

Madison, WI

Mike Schenk has 35 years of experience in the financial services industry. In 1992 he joined the Credit Union National Association (CUNA)—the largest and most influential national trade association advocating for America's credit unions. There are nearly 5,500 credit unions nationwide, with more than 120 million memberships and nearly $1.5 trillion in assets

Mike currently is Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist for CUNA and conducts economic research and supports CUNA's public relations and advocacy efforts.  His analyses regularly appear in trade publications such as Credit Union Magazine. He also is a frequent contributor to the financial media.

Schenk serves on the board of Summit Credit Union in Madison, Wisconsin—a $3 billion financial cooperative with over 160,000 members. He serves as Board Chair and also has chaired the credit union's Asset-Liability Management and Risk Management/Internal Audit Committees. 

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Antonio Neves Antonio Neves

Award-winning journalist

world-renowned speaker and success coach

Antonio Neves is an award-winning journalist, world-renowned speaker and top success coach known for asking the tough questions that help people get unstuck.

The author of four books including Stop Living On Autopilot: Take Responsibility for Your Life and Rediscover a Bolder, Happier You, Antonio is also the host of The Antonio Neves Show podcast where he reminds people that no matter where they stand today, their story is far from over.

Inspired by his own transformation, Antonio helps people face critical decisions so they can reboot, reset and refuel their lives. He’s shared his message on hundreds of stages worldwide, including Google, Amazon, Starwood Hotels & Resorts Worldwide, Visa, Booking.com, Credit Union National Association (CUNA) and Stanford University. He has been featured on the TODAY Show, Forbes, PBS, Inc.com, Thrive Global, and more.

Prior to starting his own business, Antonio worked as a correspondent in New York City with top television networks including NBC, PBS and BET Networks for over 10 years. He is a graduate of Western Michigan University and holds a Masters degree from Columbia University.

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Breakout session speakers

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Erin Ackerman Erin Ackerman

Collection Manager

Truwest Credit Union

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Davi Allen Davi Allen

Collections and Consumer Lending Operations

BCU

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Tracy Ashfield Tracy Ashfield

President

Ashfield & Associates

Tracy Ashfield is President of Ashfield & Associates, a consulting and training firm that assists credit unions and CUSOs with mortgage lending strategy, development, policies, product design, training and strategic planning. Tracy also works with the NCUA and NASCUS to provide training and education on residential mortgage lending for examiners and regulators.

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 Senior Vice President of Operations of CUNA Mortgage Corporation, and she also worked with CMG Mortgage Insurance Company.

In addition, Tracy worked as the Executive Vice President for Prime Alliance Solutions, Inc., one of the nation’s largest CUSOs committed to providing a family of solutions to help credit unions excel at real estate lending.

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Debbe Brady Debbe Brady

Credit and Collections

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Russ Brady Russ Brady

Owner

Blue Loans

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David Bradyn David Bradyn

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Xavier Carrillo Xavier Carrillo

Collection Manager

UNIFY Financial Credit Union

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Dexter De Mesa Dexter De Mesa

VP/Strategic Initiatives

CUBG

Portland, OR

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Jim Devine Jim Devine

Founder and CEO

Hipereon, Inc

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Michael Dill Michael Dill

Executive Vice President – Chief Lending Officer

Royal Credit Union

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Scott Downing Scott Downing

Director of Credit Policy

BECU

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Susan Dunbar Susan Dunbar

VP of Mortgage Lending

Hanscom FCU

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Chris Irwin Chris Irwin

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Rebecca Krug Rebecca Krug

Lending/Branch Manager

FAIRWINDS

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Stef Luck Stef Luck

Lending Sales Specialist

CUNA Mutual Group

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Jerry Mora Jerry Mora

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Kevin Nafziger Kevin Nafziger

Supervisor

Commercial Analysis/Underwriting

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Ethan Nelson Ethan Nelson

VP Credit Administration

OCCU

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JB Orecchia JB Orecchia

President and CEO

SavvyMoney

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Jon Paukovich Jon Paukovich

Chief Lending Officer

Ent Credit Union

Colorado Springs, CO

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Frank Perez Frank Perez

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Brandy Phillips Brandy Phillips

Vice President of Mortgage Lending

TDECU

Houston, TX

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Dan Picard Dan Picard

VP Consumer Lending & Collections

Hanscom Federal Credit Union

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Jeremy Pinard Jeremy Pinard

VP of Consumer Lending

Alliant

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Karin Brown-Purtell Karin Brown-Purtell

Executive Vice President and Consultant

LSCI

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Bernard Putz Bernard Putz

Vice President of Business Transformation and Learning & Organization Development

First Tech Federal Credit Union

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Dawn Rogers Dawn Rogers

Collections Manager

Arizona Federal Credit Union

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Jill Sammons Jill Sammons

Vice President of Marketing & Brand Strategy

BCU

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Dana Sumner Dana Sumner

Commercial Lending and Senior Management, Consultant

With over 30 years as a commercial lender, Dana brings a practical, hands on approach to commercial lending and senior management. In the capacity of senior commercial lender, he had the opportunity to be involved in all aspects of commercial lending. In 2003, Dana started Development Finance Training and Consulting, Inc. to offer commercial loan training and consulting services nationally. He has trained thousands of lenders across the country in the areas of portfolio management, risk management, ALLL management, credit analysis, loan underwriting, problem loan resolution, documentation, financial analysis and entrepreneurial assistance. Dana has provided programs for the Credit Union National Association, National Credit Union Administration, Small Business Administration, National Association of Development Organizations, Rural Development, USDA, New England College of Finance, credit union and bank associations and numerous individual credit unions and banks in addition to facilitating commercial credit training. Dana Sumner serves as a Board member for his local credit union and works closely with the World Council of Credit Unions to provide consulting services internationally.

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Alissa Sykes Tulloch Alissa Sykes Tulloch

Chief Experience Officer

AmeriCU Credit Union

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Christie Vranich Christie Vranich

Manager of Member Lending Solutions

BECU

Spokane, Washington

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Herb White Herb White

CLO

Sharonview FCU