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2012 ContributorsJosh Allison, CUDE, Founder and Chief Ideator, Think Cafe Consulting Josh is the founder and Chief Ideator for Think Café, a CU consulting company committed to authenticity and relevance. He is a passionate public speaker and has been invited to present on a number of topics related to youth outreach, relationship management and cu philosophy. His youth and business development programs have garnered national awards and recognitions, and he has been cited in the CU Times and multiple cu blogs for his innovation and ideas. www.joshaallison.blogspot.com Mark Arnold, CCUE, On the Mark Strategies Mark Arnold, CCUE, is an acclaimed speaker, brand expert and strategic planner. He is also president of On the Mark Strategies, a consulting firm specializing in branding and strategic planning. Some of the services Mark provides include strategic planning, brand planning, leadership/management training, marketing planning and staff training. His blog is blog.markarnold.com. You can also contact him at 214-538-4147 or mark@markarnold.com. www.markarnold.com Brad Banyas, CEO, OMI Brad Banyas is CEO of OMI, a leading Managed Communication Service Provider that assists organizations in transitioning print communications to the paperless world. Cloud communication services by OMI include, Statement2web® and TransXAction™, which provide a single point for creating, managing, and measuring critical customer communications. OMI enables business-changing strategies that utilize daily, weekly and monthly customer communications as focal points to reduce cost, increase revenue, improve brand loyalty and boost customer satisfaction. www.outsourcemanagement.com Tim Bergman, Founder and President, The Bergman Group Tim Bergman is founder and principle at The Bergman Group, a consulting firm specializing in helping Credit Unions with new facility design optimization, delivery systems development and branch equipment specification, purchase and service/maintenance contract support. Tim has provided innovative and trusted expertise to the Credit Union community for over 20 years and currently provides services that help clients manage costs, reduce waste and to efficiently deliver focused, value added member services. www.thebergmangroupinc.com Mary Ellen Biery, Research Specialist, Sageworks, Inc. Mary Ellen Biery is a research specialist at Sageworks, a financial information company that provides credit risk management solutions to credit unions. Biery produces content for the company’s blogs and websites, the “Sageworks Stats” blog on Forbes.com, and other outlets. She is a veteran financial reporter whose works have appeared in The Wall Street Journal and on Dow Jones Newswires, CNN.com, MarketWatch.com, CNBC.com, and other sites. She received her undergraduate degree from Wake Forest University, where she graduated cum laude, and her master’s degree from the University of North Carolina at Chapel Hill. www.sageworksinc.com John Blom, Owner, Pinpoint Direct Marketing John has 24 years experience in marketing, 16 of which are in the credit union market. He attended the University of Wisconsin-Madison, and has an MBA from Colorado Technical University. He was previously employed with Liberty Enterprises before starting Pinpoint Direct Marketing in 2004. www.pinpointdirectmarketing.com Brian Branch, President/CEO, World Council of Credit Unions Dr. Brian Branch, president and CEO of World Council of Credit Unions (WOCCU), was appointed in 2011. Dr. Branch has worked at WOCCU since 1990 and has been engaged in development fieldwork, research and implementation for more than 30 years. www.woccu.org Fred Brown, Director of Marketing/Member Development, Northeast Family Federal Credit Union Fred has only been in the credit union world for a short time, but has learned much. Fred received his CUDE (Credit Union Development Educator) designation in 2008 and has since gone on to educate youth as to the benefits of credit union membership and better control of their finances. Oh and if you've ever seen a superhero in blue and red, flashing by you, look up www.CreditUnionMan.com Amy M. Bucaida, CUDE, VP, Marketing and Communications, Missouri Credit Union Association Amy joined the MCUA in 2011 in her current role as the VP of Marketing and Communications. Amy worked for 3 years with CUNA Mutual Group in sales and marketing. Previous to this experience, for 6 years she owned a marketing consulting company. Amy has worked in the credit union industry since 1981 in varying capacities. She worked with the NCUF as its director of grants and marketing, and the ICUL and The Members Group in a number of roles from director of research and compliance to director of marketing and communications. Amy earned her Credit Union Development Education (CUDE) designation in 1990. www.mcua.org Scott Butterfield, CUDE, CUCE, CCUE, Your Credit Union Partner Scott Butterfield, CUDE, CUCU, CCUE is principle at Your Credit Union Partner, a consulting firm specializing in strategic business planning and program development. Your Credit Union Partner provides affordable access to expertise and most clients consider Your Credit Union Partner an extension of their management team. www.yourcreditunionpartner.com Kristen Christian, Founder, Bank Transfer Day Kristen is a Los Angeles based entrepreneur and the founder of the Bank Transfer Day movement. With a perspective based in activism, she was raised with an understanding that cooperation and respect are crucial for communities to thrive. From serving their members to serving the communities they are a part of, credit unions follow a similar path. Social media offered the opportunity for a global platform, which resulted in more than 600,000 new credit union members nationwide in the month leading up to November 5th. www.veggefatale.com Robert Christiansen, District Manager I, Servus Credit Union & The Cooperative Trust Robert Christiansen has worked with Servus Credit Union for the past 10 years in a variety of retail banking roles. He was the inaugural winner of The Collider innovation tournament with his entry Honeycomb. Robert sits on the Credit Union Central of Canada National Young Leaders Committee and is the current vice-chair of the Servus Young Leaders Network. www.servus.ca www.trust.coop Margie Church, Copywriter/Editor, Pinpoint Direct Marketing Margie has a Bachelor of Science degree in news writing and editing from St. Cloud State University. She has worked in advertising for large corporations such as Cummins Power Generation, Interplastic Corporation, and Graco. She is also a published novelist. www.pinpointdirectmarketing.com Bryan Clagett, Chief Marketing Officer, Geezeo Bryan Clagett is a principle driver of Geezeo’s global marketing, brand and outreach efforts. Clagett joins founders Shawn Ward and Peter Glyman in establishing Geezeo as the premier personal financial management provider in the financial services industry. Since 1987, Bryan has held a number of executive positions in the financial services industry. www.geezeo.com Steve Comer, Credit Union Industry Manager, Hyland Software Developed by Hyland Software, Inc., OnBase® document management solution meets the unique service and regulatory needs of more than 550 credit unions. OnBase allows credit unions to instantly access documents by integrating with core systems to reduce costs and increase processing times while safeguarding member information. In 2011, Hyland Software was recognized again as a Leader in the Gartner Magic Quadrant and was honored as the CUES Suppler of the Year for its contributions and achievements in the credit union industry. www.hyland.com Ron Daly, President/CEO, DigitalMailer, Inc. Ron is the Pres/CEO of DigitalMailer, Inc., a company he founded in 2000 to help organizations connect with customers through the latest online technologies. Daly sees electronic delivery channels as excellent ways for credit unions to reach their members while saving money, as well as providing credit unions cross-selling and revenue-generating opportunities. Daly is a frequent speaker and has authored numerous articles on e-marketing and digital communication subjects. www.digitalmailer.com Meghann Dawson, CUDE, Instructional Design Manager, Credit Union National Association Meghann Dawson is an instructional design manager for the Credit Union National Association (CUNA). She is responsible for designing, developing, and implementing educational programs for CUNA’s institutes and schools, as well as in CUNA’s on-line virtual classroom. In 2011 she became the Director of CUNA Management School, the longest continuing education program of its kind in the credit union industry. www.CUNAverse.com Joe Day, Director of Business Development, CUNA Joe is the Director of Business Development at CUNA, pursues opportunities for expanded personal finance offerings and audience development advice to help credit unions and industry vendors maximize their exposure and increase their market share. www.cuna.org Pablo DeFilippi, Membership Director, National Federation of CDCU Pablo DeFilippi is the Membership Director for the National Federation of Community Development Credit Unions, a national, nonprofit association that represents, supports and invests in credit unions serving predominantly low-income, financially underserved communities. DeFilippi has more than 20 years of experience in community finance working with regulated financial institutions both in the domestic and international arena. www.cdcu.coop Anthony Demangone, Esq., NCCO, SVP/COO, NAFCU Anthony Demangone is senior vice president and chief operating officer at the National Association of Federal Credit Unions (NAFCU). Demangone oversees day-to-day operations and manages the association’s education, membership, human resources, building facilities, finance and information technology functions. He also authors NAFCU’s executive blog, Musings from the CU Suite. Before assuming the COO position, Demangone served as NAFCU’s vice president of regulatory compliance, where he led a staff of compliance attorneys and managed the day-to-day affairs of NAFCU’s compliance assistance program. www.nafcu.org Ryan Donovan, Vice President, Credit Union National Association Combining his experiences as a Congressional Staff Member and credit union league employee, Mr. Donovan is responsible for the coordination and supervision of the activities of CUNA’s lobbying team which represents the interests of the credit union movement before both houses of Congress. He was responsible for developing and implementing a comprehensive lobbying strategy that resulted in significant improvements to the Dodd-Frank Wall Street Reform and Consumer Financial Protection Act, mitigating the adverse impact of the most burdensome provisions of the bill on credit unions. Ryan also shares his advocacy expertise as a contributor to CUNAverse. www.cuna.org Robert Dorsa, President, ACUMA Bob Dorsa is the President of the ACUMA (American Credit Union Mortgage Association) a professional trade association (co-founded by Dorsa in 1996). ACUMA is one of the most unique niche trade associations in the Credit Union industry. ACUMA’s sole focus is credit union mortgage lending and related real estate issues. Dorsa is responsible for all aspects of the trade association’s activities as official industry spokesperson, meeting planning, strategic development, marketing and communications and all business operations for the association and its more than 300 members nationwide. www.acuma.org Michael Downs, VP of Marketing, Momentum Michael Downs is the Vice President of Marketing at Momentum, a national design-build firm. Mr. Downs and the Momentum team work with Credit Unions to facilitate strategic planning, evaluate facilities growth needs, and implement systems for ongoing measurement and benchmarking. Mr. Downs holds both a Bachelors and Masters of Business Administration, completed the ABA School of Bank Marketing at Southern Methodist University, and has more than twelve years of experience working with clients on strategic planning and marketing. Connect on Twitter. www.momentumbuilds.com Mark Dudley, Project Manager, Your Marketing Co. Mark assists YMC’s clients with marketing strategies and business development. Mark is a native of Cayce, South Carolina and currently resides in Spartanburg, South Carolina. Mark joined the Your Marketing Co. after 4 years of experience in business development in the Industrial Equipment industry. Mark also has extensive knowledge in branding and marketing through his time in the professional sports world. Before moving to Spartanburg, Mark was a history teacher and baseball coach, and is a 2002 graduate of Presbyterian College where he earned a BS in Social Studies and played baseball. www.yourmarketingco.com Don Emmer, Financial Architect, Best Advantage Credit Union & The Cooperative Trust Don Emmer has been with Best Advantage Credit Union since 2007. He started out as a teller, and then moved to a member specialist, to now working as a Financial Architect. His goals are endless in this industry and he hopes to continue to grow personally and professionally. www.bacu.com www.trust.coop David Frankil, President, NAFCU Services Corporation Dave joined NAFCU Services Corporation as President in July, 2006. Prior to NAFCU Services, Dave was Managing Director for the Washington Region of Gates and Company, a boutique management consulting and investment banking firm based in Wilmington, Del. Prior to that, he was the CEO and co-founder of Virtual Compliance, Inc., a software firm that he grew to a 30-person organization, Director of Government Affairs for Champion International Corp., Director of Congressional and Regulatory Affairs for the American Furniture Manufacturers Association, and Director of Environmental Quality for the National Association of Manufacturers. www.nafcu.org/nafcuservices/ Denise Gabel, Chief Finance and Strategy Officer, Filene Research Institute As Chief Finance and Strategy Officer of the Filene Research Institute, Denise is responsible for identifying trends and opportunities outside the credit union system. Through her high-energy style and a natural ability to coax people and ideas forward, she brings new business models, people, and opportunities together. Denise’s career is littered with both left and right brain assignments. Prior to joining Filene, Denise served as a VP—Strategic Direction for Spokane Teachers CU. www.filene.org Eric Gagliano, SVP Client Management, MarketMatch Eric is a leading credit union marketer with more than 17 years of marketing experience. Coming from the advertising agency world, as an account executive focused on strategic planning, branding, market research, and product promotion, Eric joined the credit union world in 2002 as the VP of Marketing at River Valley CU in Dayton, Ohio. As SVP of MarketMatch, Eric lives and breathes the credit union movement. He has enjoyed great success in increasing brand awareness, member growth, and services per member for clients across the country. www.WeKnowCreditUnions.com Marvin Garland, Chief Operating Officer, LEVERAGE, the LSCU Service Corporation LEVERAGE is a business services provider that has a revolutionary ePurchasing platform and a contract management system in Ventelligence, automated compliance execution through ComplyTrac, as well as with many other solutions. You can follow LEVERAGE on Twitter or LinkedIn. www.myleverage.com Paul Gentile, President/CEO, New Jersey Credit Union League Paul Gentile is the president/CEO of the New Jersey Credit Union League, the state trade association for New Jersey’s credit unions. New Jersey is home to 215 credit unions serving 1.2 million credit union members and with a combined $10 billion in assets. Gentile has helped re-energize the New Jersey Credit Union League by launching new branding efforts, programs, and political action. Prior to his role with NJCUL, Gentile served as the editor and publisher of Credit Union Times, a national weekly publication covering the credit union movement. www.njcul.org Tom Glatt, Jr., Strategy Consultant, Glatt Consulting Tom Glatt, Jr. is founder of Glatt Consulting, a credit union consulting firm specializing in strategy consulting for credit union leaders. Tom applies his 19 years’ experience in the credit union community to his role as lead strategy consultant. Tom also developed the Credit Union Industry HealthScore, a highly-regard financial performance score reflecting the financial health of US-based credit unions. Tom can be found on Twitter and LinkedIn. www.glattconsulting.com Frank Hackney, Partner, The Philanthropy Group Frank Hackney brings twenty-five years of credit union leadership experience and group facilitation to The Conference Group. His sound business background, focused on the generation of effective, sustainable action, offers a unique blend of academic credentials and organizational experience. www.cuphilanthropygroup.org Troy Hall, Chief Operations Officer, South Carolina Federal Credit Union Troy Hall is Chief Operations Officer for South Carolina Federal Credit Union, leading a team of senior managers in the disciplines of Retail Branch Sales and Operations, Lending, Marketing, and Business Performance Management. With over 30 years as a lending and sales and marketing professional, Hall has been involved in the credit union movement for 19 years, both on staff and as an outside marketing consultant. Hall is one of the featured bloggers for SimpleCents.org, Hall, also, is the co-host for “Radiofreecu.” www.scfederal.org Andy Hardin, EVP, AnyHour Solutions Andy Hardin has 15 years of experience in bank and credit union operations, marketing, and systems integrations. He has been the Executive Vice President of AnyHour Solutions since 2004. With a strong knowledge of customer delivery systems and customer experience management, Andy has helped Credit Unions streamline their operations and maximize their member’s experience in both phone and online environments. Andy has launched AnyHour’s mortgage, Online, Member Service, and new Reverse Mortgage offerings. Andy Holds an M.B.A. from South Carolina and serves as the Club Reporter of his community’s Optimist Club. www.anyhoursolutions.com Ronaldo Hardy, CEO, Shell Geismar FCU Ronaldo Hardy is no stranger to the financial community. Though he originally started his career in banking ten years ago, he was bitten by the credit union bug when he joined La Capitol Federal Credit Union in 2004. During his tenure in the financial industry he has served in several roles including Teller, Personal Banker, Loan Underwriter, Member Service Supervisor, Electronic Services Supervisor, Branch Manager/Business Development Officer, Sales Manager, and he currently serves as CEO of Shell Geismar FCU. www.sgfcu.com George Hofheimer, chief research + innovation officer, Filene Research Institute As the Chief Research + Innovation Officer of the Filene Research Institute, George Hofheimer is responsible for arming credit unions with the practical, yet creative ideas they need to compete on their members' behalf. To do this, he manages an extensive pipeline of research projects and innovation programs, including the prestigious i3 group. Prior to joining Filene, George spent 8 years leading the executive education function for the Credit Union Executives Society (CUES). www.filene.org Karen Houston-Johnson, VP, OnBalance, a Department of Credit Union Resources, Inc. Karen has worked in the Credit Union Industry for 35+ Years and was with Educational Employees CU in Fort Worth for 22 Years. In her last position with EECU, she was EVP overseeing the operations of six full service offices. She formed her own consulting company in 1996 serving credit unions throughout Texas, the U.S. and abroad and joined Credit Union Resources in 2003 as Regional VP of Credit Union Resources Employment. In 2006, Karen was appointed VP of OnBalance, a Department of Credit Union Resources that specializes in Strategic Planning, Training, and Consulting for credit unions and the credit union Industry. www.curesources.coop/OnBalance.html Ondine Irving, Owner/Founder, Card Analysis Solutions Ondine has been part of the credit union community since her first job as a teller at Baxter Credit Union in 1985 and was hired by Lending Solutions founder, Rex Johnson. Her credit union background includes all areas of credit union operations, statistical analysis, branch operations, accounting, card services and marketing. Ondine expanded her passion for credit unions and credit cards and worked as a Business Consultant for one of the industry's premier credit card processors, Certegy Card Services (now FIS). Her focus was working with credit unions nationwide in portfolio development and marketing. www.cardanalysissolutions.org Fred Johnson, President/CEO, CUES Fred Johnson is president/CEO of CUES, a Madison, Wisconsin-based, independent, not-for-profit, international membership association for credit union executives. CUES’ mission is to educate and develop credit union CEOs, directors and future leaders. www.cues.org Josh Jones, CUDE, Manager of New Media Communications, CUNA (CUNAverse) Josh Jones is a credit union advocate, an authority on social media, and champion for issues facing his generation. He is in charge of implementing audience engagement and new media strategies for CUNA and its member credit unions as CUNA’s Manager of New Media Communications. Josh previously managed CUNA’s Young Adult Programs and began his credit union career in 2003 with the Association of Corporate Credit Unions. www.cunaverse.com Jay Kassing, President, MARQUIS Jay Kassing is President of MARQUIS, a Texas based provider of marketing solutions including MCIF/CRM software, MCIF services, consulting and direct mail creative/fulfillment. He makes his latest book, “Change Your Marketing, Change Your Results,” available for free at his website. He can be reached at jayk@gomarquis.com. www.gomarquis.com Tracie Kenyon,President/CEO, Montana Credit Union Network Tracie Kenyon is President/CEO of the Montana Credit Union Network, the Trade Association for Montana’s credit unions and credit union organizations; she currently serves on the AACUL executive committee and CUNA Governmental Affairs Committee. Tracie cut her teeth on credit union advocacy in Utah while working as VP of Dues-Supported Services for the Utah Credit Union Association during both the HR 1151 battles and the legendary bank-credit union battles in the late 1990s. www.mcun.org Walt Laskos, Principal, The Laskos Group Walt is a relationship-building executive excelling in the creative design and strategic management of branding, communications, public relations, and membership-development initiatives for credit unions and cooperatives. He is Principal of The Laskos Group in Temecula, CA. www.thelaskosgroup.com Mike Lawson, Principal, DML Communications & Host, CUbroadcast Mike Lawson; principal of the marketing firm, DML Communications, and host of the credit union industry’s only online video talk show, CUbroadcast; has more than 20 years of journalism, public relations, and marketing experience. Lawson has an extensive background within the financial services industry stemming back to the mid-‘90s working for Symitar, establishing DML Communications in 2002, and starting CUbroadcast in 2010. He speaks on journalism, PR, marketing, and social media topics to credit union industry organizations nationwide. www.dmlcommunications.com www.CUbroadcast.com. James Robert Lay, Grower of Relationships, PTP NEW MEDIA & CU*SWAG In February of 2002, during his sophomore year at San Jacinto College, James Robert founded PTP NEW MEDIA from his bedroom. Since then, PTP NEW MEDIA has helped credit unions build relationships with members with the help of offline, online, internal and external marketing channels. Their work has won many state and national marketing awards. He is also behind the movement to help make credit unions fashionably cool with CU*SWAG and was named the first "CU Times Trailblazer 40 Below" of 2012. James Robert completed his MBA in 2006 and has enjoyed speaking at many different credit union conferences and events. www.ptpnewmedia.com www.cuswag.com Rob Lefkowicz, Service Center Manager, Suncoast Schools FCU & The Cooperative Trust Rob is responsible for his service centers’ operations while working on credit union advocacy, employee development, and member satisfaction. Rob has earned multiple CUNA Certified Executive program certifications and has also completed his Masters in Business Administration at the University of Wisconsin-Whitewater. Rob is an active member of the Cooperative Trust, Big Brothers Big Sisters mentor, and volunteers for multiple community advocacy groups. The Cooperative Trust is a grassroots group of young people working in credit unions and cooperatives. Founded in 2010, they connect and enable those fighting for the future of socially-responsible finance. www.suncoastfcu.org www.trust.coop Debbie Matz, Chairman, National Credit Union Administration Debbie Matz was nominated by President Barack Obama to serve as the eighth board chair of the National Credit Union Administration (NCUA). After confirmation by the U.S. Senate on August 7, 2009, she was sworn in on August 24, 2009. Mrs. Matz is no stranger to NCUA and credit unions having served as a board member at NCUA from January 2002 to October 2005. www.ncua.gov Bo McDonald, President, Your Marketing Co Bo McDonald is president of Your Marketing Co. A marketing firm that started serving credit unions nearly a decade ago, offering a wide range of services including web design, branding, product launch, printing and more. Think of YMC as a marketing department for your credit union without the overhead. Our focus is on one industry: credit unions. But that doesn’t mean our Credit Unions are all the same. We’ll highlight your credit union’s unique personality and position in the community in a custom way. Let us help you shake up the status quo with a modern marketing message planted on the foundation of personal service you’ve worked hard to establish. www.yourmarketingco.com Sean McDonald, President, Your Full Potential, LLC Sean is the President of Your Full Potential, LLC., a company specializing in professional development training for the credit union industry. He is a frequent speaker at national, regional, and local credit union conferences. Some of his clients include Credit Union National Association, CUNA CPD, CUNA Councils, and CU Conferences, Inc. He has also presented many of his training seminars for several credit union leagues and individual credit unions throughout the country. In addition, Sean is the founder of CU Business Development Academy. www.cubdacademy.com Ken McGraw, Director Reverse Mortgage Services, AnyHour Solutions AnyHour Solutions is a highly flexible provider of comprehensive, 24/7 call/contact center services for financial institutions. Highlighted by the most experienced staff of agents and a turnover rate under 10%, its contact center goal is to provide “Service They Will Remember.” In addition, AnyHour provides online loan application capability as well as a full suite of mortgage and reverse mortgage processing services. For nearly 20 years, the company has helped its clients to enhance member service, increase loan volume and reduce operating expenses. www.anyhoursolutions.com Henry Meier, Associate General Counsel, Credit Union Association of New York As associate general counsel for the Credit Union Association of New York, Henry is actively involved in all legislative, regulatory and legal issues impacting New York credit unions. Whether he’s joining in the Association’s advocacy efforts, lending his legal expertise to the Association and its affiliate companies or arguing before the New York State Appellate Division, his voice is unique and influential. Before joining the Association in 2006, Henry served as a counsel to the New York State Assembly Republican Conference for seven years. Henry is a graduate of American University in Washington, D.C., and Hofstra University’s School of Law in New York. New York's State of Mind Blog www.cuany.org Hon. Daniel A. Mica, Principal, The DMA Group Dan Mica, former head of the Credit Union National Association (CUNA), established The DMA Group as a means to combine a myriad of experience into a one-stop consultancy. Elected in 1978 to represent Florida’s 11th district in the U.S. House of Representatives, Dan Mica served five terms before beginning what would become more than two decades of work in the world of non-profits and association management. The DMA Group is a full-service consulting firm, providing the highest level of integrity and service through established practices and decades of experience. www.dmagroupdc.com David Miller, Co-Founder and CTO/CFO, CUinsight.com David Miller is one of the founders and CTO/CFO of CUinsight.com, your one stop place for all things credit union. He has been involved with the credit union community for over 10 years. As a Partner in the company, David enjoys wearing many hats. He designs and implements new technologies for cuinsight.com. Additionally, he manages all accounting aspects of the business. David is a published technology author and speaks at credit union events around the country. www.cuinsight.com Matt Monge, VP People & Development, Fort Campbell FCU and Principal, The Mojo Company Matt Monge is VP of People & Development for Fort Campbell Federal Credit Union and the Principal Consultant for The Mojo Company. He was named one of Credit Union Times’ “Trailblazers 40 Below,” is a Training Magazine Top 125 award winner, and is a speaker, writer, and blogger. He is earning his graduate degree from Gonzaga University. www.fcfcu.org www.themojocompany.com Lisa Moore, Story {Teller}, gira{ph} Lisa formerly served as Marketing Manager for Pioneer West Virginia Federal Credit Union before becoming a partner at gira{ph}. At her previous post with Pioneer, she helped spearhead an effort to completely differentiate her credit union from the inside out with new visuals, website, innovative marketing tactics and most importantly a new internal culture. She’s won numerous awards in her career including CUNA’s Best Practices. www.giraphcu.com Christopher Morris, Director of Communications, National Credit Union Foundation Christopher Morris is currently the Director of Communications for the National Credit Union Foundation, which is widely recognized as the national charitable arm of America's credit union movement under the mission of “making financial freedom achievable through credit unions.” Previously, he was Communications & Web Resources Manager for the CUNA Councils, a national organization for credit union professionals. www.ncuf.coop Michael Muckian, Director of Marketing & Communications, WOCCU Michael is director of marketing and communications for World Council of Credit Unions, the leading trade association and development agency representing the global credit union movement. He has nearly 20 years of credit union trade association experience, including service to CUNA and CUES and the members they serve. He helped organize and oversee the CUNA Councils and is an experienced business journalist and communicator with a strong dedication to cooperative principles. www.woccu.org Casey Mysliwy, Assistant Editor, Credit Union National Association (CUNAverse) Casey is assistant editor in the center for personal finance at Credit Union National Association. She writes, edits and blogs for CUNA’s online consumer publications, including Home & Family Finance® Resource Center, MoneyMix™, and Plan It™, and also contributes to CUNAverse, CUNA’s social media outlet. Casey is a graduate of the University of Wisconsin-Madison with degrees in journalism and mass communication and history. www.cunaverse.com Michael Ogden, Media Relations Manager for New Media, CUNA Mutual Group Michael Ogden is the Media Relations Manager for New Media at CUNA Mutual Group. You can connect with him on Twitter @CUDiscovery or on Google+ at +CUNAMutual. CUNA Mutual Group, based in Madison, Wis., is a leading provider of financial services to credit unions, their members and customers worldwide. www.cunamutual.com Kirstin Orr, Senior Associate Director of Marketing, NAFCU Services Corporation Kirstin joined NAFCU Services in 2009. In her current role as Senior Associate Director of Marketing, she works closely with the NAFCU Services Preferred Partners to create educational, timely and free content for credit unions with the goal of offering useful information to help credit unions grow and be more productive. Prior to joining NAFCU Services, Kirstin worked in various marketing roles, ranging from email and analytics to graphics and Web design. www.nafcu.org/nafcuservices Brad Powell, President/CEO, Axiaware Brad Powell is President and CEO of Axiaware, a custom software and user experience design firm that helps credit unions and other financial institutions bridge the gap between a business goal and a software solution. Brad as over twenty years experience in technology, including sixteen years in software development for world-class clients including Navy Federal Credit Union, the largest credit union in the country. His experience includes creation of superior online user interfaces that drive business objectives and build customer loyalty. www.axiaware.com Brandon Pugh, CUDE, Director of Public Affairs, South Carolina Credit Union League Brandon Pugh is director of public affairs at the South Carolina Credit Union League, a trade association representing the state’s 75 non-for-profit financial cooperatives. His daily responsibilities include communication of key messages and objectives among the association’s membership, as well as advocacy of credit unions and consumers in the legislative, regulatory, and public arenas. www.sccul.org John Radebaugh, President/CEO, North Carolina Credit Union League John has served as president of the NC Credit Union League since October 2003. Prior to this, he served as president of the New Mexico CU League. In this role he was actively involved with legislative affairs on both the state and federal levels, worked to improve the quality and efficiency of the services offered by the NMCUL to its members and continued to advance the credit union movement on a national level. Radebaugh also held senior management positions as VP of association services and director of training & education for the Kansas Credit Union Assn. from 1993 to 2000. www.ncleague.org Nicole Reyes, Fraud Risk Analyst, TMG Nichole has two main duties - back up for creating, managing Falcon system strategies; research, detect, mitigate fraud trends. Second duty is managing and promoting the Fraud & Risk Analysis- a risk management program designed to educate and assist credit unions in understanding their fraud loss allowing them to make educated decisions to mitigate fraud loss- that I created since coming to TMG. Recently, I started to write for TMG's Blog regarding Fraud Industry information. www.themembersgroup.com Justine Rivero, Credit Advisor, CreditKarma.com Justine Rivero is the Credit Advisor for CreditKarma.com, the pro-consumer credit advocate that helps more than 3 million consumers realize the everyday cost savings of having great credit health. www.creditkarma.com Steve Rodgers, Editorial Director, CUNA Steve pursues opportunities to give credit union leaders the tools, information and perspective they need to achieve superior performance. Steve has spent 30 years covering the credit union movement--from political issues to research trends. He now serves as editor of Credit Union Magazine and CUNA’s Environmental Scan. CUNA's print and online publications give credit union leaders the tools, information, and perspective they need to achieve superior performance. www.creditunionmagazine.com Randy Schultz, VP Marketing, Weber Marketing Group Having worked as a marketing vice president, advertising agency principal and creative director has kept Randy uniquely focused on creating leading edge solutions within the credit union industry. Along with his work leading renaming and rebranding projects at Weber. His interactive presentation style with conference and workshop attendees continues to make him a sought-after speaker for organizations like CUES, CUNA, Marketing Assoc. of Credit Unions (MAC), the Caribbean Confederation of Credit Unions and numerous councils from coast to coast. Randy can be reached at randy@webermarketing.com. www.webermarketing.com Brian Scott, Vice President of Sales, The Members Group (TMG) Brian Scott is vice president of sales at The Members Group (TMG). In his role, he leads a nationwide sales team that works with credit unions to create competitive card programs for their members. Since starting with the company in 1994, he has created profitability and portfolio growth modeling tools to help credit unions determine the impact of marketing campaigns and promotions. Brian routinely visits more 75 credit unions each year sharing insights on the competitive card marketplace. www.themembersgroup.com Devin Selte, Corporate Trainer/Leadership Development/Change Leadership, Servus Credit Union Devin Selte is a 12 year veteran in the credit union industry all with Servus Credit Union (with a few mergers in between). Through his tenure, he has spent the majority of his career in the business banking department. After winning the 2011 CUES Next Top Credit Union title, he has transitioned to the human resources department as a corporate trainer in the area of leadership development and change leadership. Devin was also recognized as one of CU Times 40 Below Trailblazers in 2011. He loves spending time with his family, hockey, and the credit union way. www.servus.ca Michelle Shapiro, Financial Services Industry Manager, Hyland Software, Inc Developed by Hyland Software, Inc., OnBase® document management solution meets the unique service and regulatory needs of more than 550 credit unions. OnBase allows credit unions to instantly access documents by integrating with core systems to reduce costs and increase processing times while safeguarding member information. In 2011, Hyland Software was recognized again as a Leader in the Gartner Magic Quadrant and was honored as the CUES Suppler of the Year for its contributions and achievements in the credit union industry. www.hyland.com Sharon Simpson, Marketing Consultant, Ongoing Operations Sharon is a national consultant who specializes in developing strategic marketing plans for CUSOs and credit unions. She has over fifteen years of marketing experience in the financial services industry. She previously served as Vice President of Marketing for Mid-Atlantic Federal Credit Union and as Vice President of Marketing & Administration for Callahan Financial Services, Inc., a subsidiary of Callahan & Associates, Inc., a leading credit union consulting firm based in Washington, DC. Sharon holds a Master of Arts degree in Political Management from The George Washington University and a Bachelor of Arts degree in International Relations from the University of San Diego. www.ongoingoperations.com Randall Smith, Publisher/Managing Editor, CUinsight.com Randy is one of the founders and publisher of CUinsight.com, your one stop place for all things credit union. Randy has spent over 15 years in the financial services community. Over the past three years as publisher of CUinsight.com Randy looks for new and innovative ways to spread the credit union message and keep the community informed. Randy works closely with individual credit unions, leagues and associations on a variety of topics including media relations, business development, marketing and strategic plans to get new ideas off the ground. Put simply, Randy likes to create and foster new ideas and watch them grow. Randy has been cited and written for many publications and speaks at industry events to further the growth of the credit union movement. www.cuinsight.com Todd Spiczenski, VP Center for Professional Development, CUNA Todd creates and implements professional development programs for CUNA that help credit union employees and directors reach their personal and professional potential. www.cuna.org Pierluigi Stella, CTO, Network Box USA, Inc. Pierluigi worked for 15 years at IBM, accumulating international experience primarily in the oil and manufacturing sectors. With a sterling track record of successfully accomplished projects, an extensive technical know-how, and nine years as head of both the technical as well as customer service divisions of Network Box USA, Pierluigi has been helping financial institutions and health care providers develop their security policies, and has accumulated extensive experience and knowledge of security issues. He is one of the founders of Network Box USA. www.networkboxusa.com Bob Thompson, Vice President of Business Development, CUinsight.com Bob Thompson is the Vice President of Business Development at CUinsight.com, your one stop place for all things credit union. He has been in the credit union industry for more than 25 years previously working at KeyPoint Credit Union as the Vice President of Operations and Western Federal Credit Union as the Vice President of Branch Operations. www.cuinsight.com Robbie Thompson, President/CEO, Credit Union Association of the Dakotas Thompson is responsible for the management and oversight of the Credit Union Association of the Dakotas, and in conjunction with the Board of Directors establishes and achieve the Association’s strategic objectives. Thompson a native of Minneapolis, Minnesota earned degrees in Business and in Economics from the University of Minnesota-Morris, Morris, MN. He also earned a Juris Doctorate degree from William Mitchell College of Law, St. Paul, MN, and is a licensed attorney. Thompson has spent his entire career in the financial services industry. He started his credit union career as a compliance attorney with the Minnesota Credit Union Network where he advised credit unions on legal, compliance and regulatory requirements and advocated for credit unions on regulatory issues. www.cuad.coop Keith Varney, President, TruHome Solutions As President of TruHome Solutions, Keith Varney is responsible for the strategic vision and long-term direction of the mortgage company. From 2000 to 2004, Mr. Varney served as vice president of Mortgage Operations at CommunityAmerica Credit Union — a $1.8 billion dollar credit union located in Lenexa, Kan., before being appointed to the role of President of TruHome Solutions as CommunityAmerica executed the vision of offering mortgage services to other credit unions. www.truhomesolutions.com Mark Weber, CEO, Weber Marketing Group Mark is the CEO of Weber Marketing Group, named the 2011 MAC Agency of the Year. WMG was also named a CUES Supplier of the Year for their work with credit unions the past 23 years. Weber Marketing Group is a national award-winning provider of branding, naming, marketing consulting, retail design and advertising to corporations across the U.S. including financial institutions and emerging growth companies. In the past three years alone, WMG won over 100 national marketing, brand and advertising awards for their credit union clients. www.webermarketing.com Dennis L. Zuehlke, Compliance Manager, Ascensus Mr. Zuehlke provides clients with technical support on tax-advantaged accounts (including individual retirement accounts, health savings accounts, simplified employee pension plans, and Coverdell education savings accounts), and information reporting and tax withholding issues. He is a frequent national speaker on compliance-related issues and retirement savings trends within the financial services industry. In addition, he authors articles for numerous industry publications, including IRA Update and Credit Union Magazine. www.ascensus.com |
