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CUES Supplier Membership


CUES Supplier Members Speakers Bureau Directory

Need a dynamic speaker for your next event? Simplify your search by finding presentations by topic, presentation length, and more.



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CU Insight

Randall Smith, Co-Founder/Publisher

32 S Main St
Suite 228
Greenville, South Carolina 29601

864.590.5511

 CU Insight

SPEAKER AND PRESENTATION INFORMATION

  1. Randall Smith, Co-Founder/Publisher
    Expenses: Negotiable
    • "Go Tell it On the Mountain: Every Credit Union has a Story to Tell"
      Length of Presentation: 45-90 minutes
    • "Public Relations: Old School Rules in the Digital Age"
      Length of Presentation: 60 minutes

CU24

Anthony Mondello, Regional Sales Manager

2120 Killarney Way
Tallahassee, Florida 32309

877.570.2824

 CU24

SPEAKER AND PRESENTATION INFORMATION

  1. Mansel Guerry, President & CEO
    Expenses/Fees: N/A
    • "Credit Unions & Trusted Partners"
      Product/Service Category: ATM/EFT/POS
      Length of Presentation: 20-30 minutes
    • "Technology Innovations for your Members"
      Product/Service Category: Mobile Banking
      Length of Presentation: 20-30 minutes

Currency Marketing

Sandy Pitkethly

12-8465 Harvard Pl
Chilliwack, British Columbia V2P 7Z5

604.792.4053 ext 23

 Currency Marketing

SPEAKER AND PRESENTATION INFORMATION

  1. Tim McAlpine, President/Creative Director (604.793.8970)
    Expenses: Negotiable
    • "How to Build a Killer Integrated Marketing Campaign"
      Product/Service Category: Marketing
      Length of Presentation: 45-75 minutes
    • "What do Young People Want and Need"
      Product/Service Category: Marketing
      Length of Presentation: 45-75 minutes
  2. Sandy Pitkethly, Vice President Marketing
    Expenses/Fees: Negotiable
    • "Mom’s the Word. Marketing your Credit Union to Mom"
      Product/Service Category: Marketing
      Length of Presentation: 45-75 minutes
    • "Young, Free & SuperCharged"
      Product/Service Category: Marketing

      Length of Presentation: 45-75 minutes

eDOC Innovations

Joseph Lao, Manager/Business Development

380 E Main St
Suite 100
Midway, Utah 84049

800.425.7766 ext 404

 eDOC Innovations

SPEAKER AND PRESENTATION INFORMATION

  1. Carol Middaugh, Regional Sales Manager (800.425.7766 ext 408)
    Expenses: Depends on venue
    • "eDocument Strategy - Key to Your Credit Union's Success"
      Length of Presentation: 30-60 minutes

Lending Solutions Consulting

Marsha Wieder, Director/Happiness

2200 Point Blvd.
Suite 325
Elgin, Illinois 60123

224.286.6060

 Lending Solutions Consulting

SPEAKER AND PRESENTATION INFORMATION

  1. David Tuyo, VP/Solutions (850.637.2100)
    Expenses: Negotiable

MARQUIS

Mike Bartoo, Regional Manager

5160 Tennyson Parkway
Suite 1000E
Plano, Texas 75024

214.778.3025

 MARQUIS

SPEAKER AND PRESENTATION INFORMATION

  1. Jay Kassing, President
    Expenses: Negotiable
    • "Does Your Marketing S**K"
      Length of Presentation: 45-90 minutes
    • "The Member Retention Fairytale"
      Length of Presentation: 45-90 minutes
  2. Tony Rizzio, GM/Creative Director (214.778.3037)
    Expenses: Negotiable
    • "Trigger-Based Marketing: Effective Event-Based Programs"
      Length of Presentation: 30-60 minutes
  3. Mike Bartoo, Regional Manager/East (214.778.3025)
    Expenses: Negotiable
    • "Marketing ROA: Driven Results from Analytics/Segmentation"
      Length of Presentation: 60-90 minutes
    • "No "I" in TEAM-Aligning Sales and Marketing for Results"
      Length of Presentation: 60-90 minutes
  4. Sean Cunningham, Regional Manager/Midwest (214.778.3028)
    Expenses: Negotiable
    • "Welcome Aboard!-Onboarding Practices that Drive Results"
      Length of Presentation: 60-90 minutes
    • "Hole in the Bucket - Why Retention is the Key to Growth"
      Length of Presentation: 60-90 minutes

SWBC

Mark Hein

9311 San Pedro Ave.
#600
San Antonio, Texas 78216

866.316.1162

 SWBC

SPEAKER AND PRESENTATION INFORMATION

  1. Dan Balogh, Executive Benefits Specialist (800.261.0025)
    Expenses: Expenses only
    • "Retaining Top Talent"
      Length of Presentation: 45 minutes
    • "New Management Team?"
      Length of Presentation: 45 minutes
  2. Cory Jefferies, VP/Business Development, CU Operations (210.635.1283)
    Expenses: Expenses only
    • "Connecting the Dots to teh World's Best Auto Loan"
      Length of Presentation: 60 minutes
    • "Developing and Sustaining a Mature Sales Culture"
      Length of Presentation: 60 minutes
  3. Mark Damon, Director of Sales, AutoPilot Program (940.365.9644)
    Expenses: Expenses only
    • "Collections 'Best Practices'"
      Length of Presentation: 60 minutes

The Members Group (TMG)

Brian Scott

1500 NW 118th St.
Des Moines, Iowa 50325

800.268.1884 ext. 5252

 The Members Group (TMG)

SPEAKER AND PRESENTATION INFORMATION

  1. Brian Scott, VP/Sales (800.268.1884 ext. 5252)
    Expenses: Negotiable
    • "The Future of Payments"
      Length of Presentation: 60 minutes (can be customized to fit your needs)
    • "Creating an Effective RFP for Card Processing Evaluation"
      Length of Presentation: 60 minutes (can be customized to fit your needs)

AutoIMS

Joe Miller

50 Glenlake Parkway, Suite 400
Atlanta, Georgia 30324

678-597-3928

SPEAKER AND PRESENTATION INFORMATION

  1. Joseph Miller, Director/Customer Service
    Expenses/Fees: Negotiable
    • "Auto Portfolio Recover, The Inside Track: CU Best Practices for Repo Through Remarketing Lifecycle"
      Length of Presentation: 30-45 minutes plus Q&A
    • "How Credit Unions Can Use Technology to Recover More From Their Auto Portfolio"
      Length of Presentation: 30-45 minutes plus Q&A
    • "AutoIMS University: Making the Most of Your AutoIMS Membership"
      Length of Presentation: 30-45 minutes plus Q&A

Bancography

Laura Levie, Marketing Director

2301 1st Ave. North
#103
Birmingham, Alabama 35203

205.251.3227

SPEAKER AND PRESENTATION INFORMATION

  1. Kimberly Clay, Director, Marketing Research (205.251.6227)
    Expenses: Reimbursement of Travel Expenses
    • "Customer Retention: On Your Mark, Get Set, Survey"
      Length of Presentation: 60-90 minutes
    • "It Starts With Onboarding"
      Length of Presentation: 60-90 minutes
    • "Measure Your Brand's Effectiveness"
      Length of Presentation: 60-90 minutes
  2. Steven Reider, President (205.251.3227)
    Expenses: Reimbursement of Travel
    • "Transaction to Interaction: The Role of the Branch in an Age of Automated Banking"
      Length of Presentation: 60-90 minutes
    • "Branch Performance Benchmarks"
      Length of Presentation: 60-90 minutes
    • "Efficient Branch Design: Expanding the Branch Network Without Going Broke"
      Length of Presentation: 60-90 minutes

Burns-Fazzi, Brock

Janelle Lynch, Associate Director/Marketing

1816 E. 7th St.
Charlotte, North Carolina 28204

877.332.2265

SPEAKER AND PRESENTATION INFORMATION

  1. Chris Burns-Fazzi, Principal
    Expenses: N/A
    • "Empowering Women and Communities through the BFB Foundation"
      Length of Presentation: 30-60 minutes
    • "Otherwise Impermissible - Investments under 701.19 - Current Issues and Expected NCUA Guidance"
      Length of Presentation: 60 minutes
  2. Tom Telford, EVP (888.494.8911)
    Expenses: N/A
    • "Retirement Rewards for the Credit Union CEO"
      Length of Presentation: 60 minutes
    • "Navigating the Regulatory Maze with Executive Benefits"
      Length of Presentation: 30-60 minutes
  3. Rick Brock, President/CEO 
    Expenses: N/A
    • "Board Long Term Care"
      Length of Presentation: 30-60 minutes
    • "Attract, Retain, and Reward the Key People who Drive the Success of Your Credit Union"
      Length of Presentation: 30-60 minutes

Callahan & Associates

Carissa Heckathorn, Sr Marketing Manager

1001 Connecticut Ave., NW
#1001
Washington, Dist of Columbia 20036

202.223.3920

SPEAKER AND PRESENTATION INFORMATION

  1. Jon Jeffreys, Managing Partner
    Expenses: Negotiable/$5,000 (with a copy of applicable publication)
    • “The Tipping Point for the Credit Union Industry”
      Product/Service Category: Strategic Planning
      Length of Presentation: 60-90 minutes
    • "How To Build Collaborative Networks And Why You Should Care"
      Product/Service Category: Strategic Planning
      Length of Presentation: 60-90 minutes
  2. Jay Johnson, Executive Vice President
    Expenses: Negotiable/$5,000 (with a copy of applicable publication)
    • "Credit Unions’ Strategic Advantage; Strategy and Performance Analysis"
      Product/Service Category: Strategic Planning
      Length of Presentation: 60-90 minutes
    • "Best Practices in Lending and Deposit Strategies"
      Product/Service Category: Strategic Planning
      Length of Presentation: 60-90 minutes
  3. Alix Patterson, Chief Operating Officer
    Expenses: Negotiable/$5,000 (with a copy of applicable publication)
    • "The Next Generation Credit Union"
      Product/Service Category: Marketing
      Length of Presentation: 60-90 minutes
    • "Go Tell It On The Mountain: Telling Your Credit Union’s Story"
      Product/Service Category : Marketing
      Length of Presentation: 60-90 minutes
  4. Scott Patterson, President, Credit Union Student Choice
    Expenses: Negotiable/$5,000 (with a copy of applicable publication)
    • "5 Areas Of Innovation Every Credit Union Should Monitor"
      Product/Service Category : Technology
      Length of Presentation: 60-90 minutes
    • "Performance Metrics for a New Era of Banking"
      Product/Service Category: Analytics
      Length of Presentation: 60-90 minutes
  5. Chip Filson, Board Chairman
    Expenses: Negotiable/$5,000 (with a copy of applicable publication)
    • "The Power of the Cooperative Model"
      Product/Service Category: Legislation/Regulatory Issues
      Length of Presentation: 60-90 minutes
    • Creating a More Cooperative America
      Product/Service Category: Legislation/Regulatory Issues
      Length of Presentation: 60-90 minutes
  6. Kevin Heal,  Vice President of Sales and Business Development, TRUST Mutual Funds
    Expenses: Negotiable/$5,000 (with a copy of applicable publication)
    • Mortgage Backed Securities – What’s Underneath the Hood?
      Product/Service Category: Investments & Securities
      Length of Presentation: 60-90 minutes

Credit Union Times

Sarah Snell Cooke

1301 Connecticut Ave. NW
Washington, Dist of Columbia 20759

202.370.4802

SPEAKER AND PRESENTATION INFORMATION

  1. Sarah Snell Cooke, Editor-in-Chief
    Expenses: Just basic expense coverage
    • "Making and Breaking the News
      Length of Presentation: up to 60 minutes

D+H

Stacey Leone, Director/PR & Events

605 Crescent Executive Ct.
#600
Lake Mary, Florida 32746

800.989.9009

SPEAKER AND PRESENTATION INFORMATION

  1. Tom Berdan, VP Product Management (407-804- 6571)
    Expenses: N/A
    • "Synchronizing Your Self-Service and ePayments Strategy"
      Product/Service Category: Payments
      Length of Presentation: 60 minutes
  2. Chris Fleischer, Market Research Manager (919- 629-2795)
    Expenses: N/A
    • "Here, There, Everywhere – The Rise of Omni-Channel Banking"
      Product/Service Category: Self-Service Channels
      Length of Presentation: 60 minutes
  3. Christopher Dye, Compliance Counsel (800-274-7280 X 2213)
    Expenses: N/A
    • "Navigating the Minefield of Social Media Risks – Examining the FFIEC Proposed Guidance and other Risk Mitigation Strategies"
      Product/Service Category: Risk Management
      Length of Presentation: 60 minutes
  4. Nigel Prince, Senior Manager, Product Management (407-804-6522)
    Expenses/Fees: N/A
    • "Best Practices in Internet & Mobile Banking Fraud Protection"
      Product/Service Category: Internet security
      Length of Presentation: 60 minutes
  5. Chris Braccia, Director, Product Management (8407-804-6485)
    Expenses: N/A
    • "The Power of Generational Marketing – Are you adapting for the digital generation?”"
      Product/Service Category: MCIF/CRM
      Length of Presentation: 60 minutes
  6. Jay Jennings, Sr Compliance Counsel (800.274.7280 ext. 2024)
    Expenses: N/A
    • "Commercial Lending and Compliance Converge: Don’t Get Left on the Sidelines"
      Product/Service Category: Regulatory issues
      Length of Presentation: 60 minutes

DigitalMailer, Inc.

Greg Crandell

220 Spring St.
#200
Herndon, Virginia 20170

866.994.4900 ext 106

SPEAKER AND PRESENTATION INFORMATION

  1. Greg Crandell, Executive Vice President (ext 106)
    Expenses: Negotiable
    • "Consumer Trends and Credit Unions: Keeping Up with the Times"
      Length of Presentation: 30-45 minutes
  2. Jimmy Marks, Creative Media Director (ext 115)
    Expenses: Negotiable
    • "What's So Funny?"
      Length of Presentation: 45 minutes
    • "Current Trends in Online Content)"
      Length of Presentation: 45 minutes
  3. Ron Daly, President/CEO (ext 102)
    Expenses: Negotiable
    • "Building Your eStrategy for the Changing Marketplace"
      Length of Presentation: 30-45 minutes
    • "Cost Saving Solutions for Today's Credit Union
      Length of Presentation: 30-45 minutes

DMA

Reggie Beason, SVP/Client Development

12655 SW Center St.
100 Cascade Plaza West
Beaverton, Oregon 97005

503.597.0088

SPEAKER AND PRESENTATION INFORMATION

  1. Rich Weissman, President/CEO
    Expenses: N/A
    • "Product, Member And Branch Profitability Layering – What Are The New Analytics"
      Product/Service Category: Member, Product and Branch Profitability
      Length of Presentation: 60 to 75 minutes
    • "Big Data – How To Effectively Transform Data Into New Intelligence"
      Product/Service Category: Performance Management & Information
      Length of Presentation: 60 to 75 minutes
  2. Reggie Beason, SVP/Client Development (407.601.5821)
    Expenses: N/A
    • "Matrix Marketing Programs – How To Utilize Your Database For Profitable Selling"
      Product/Service Category: Marketing Services
      Length of Presentation: 60 to 75 minutes
    • "Profitability-based Incentive Plans – How To Design A Plan That Works"
      Product/Service Category: Incentive Program
      Length of Presentation: 60 to 75 minutes

EHS Design, Inc.

Paul Seibert, CMC, VP/Financial Design

821 Second Ave
Suite 400
Seattle, Washington 98104

206.223.4999

SPEAKER AND PRESENTATION INFORMATION

  1. Paul Seibert, CMC, VP/Financial Services (206.223.4999)
    Expenses: N/A
    • "Branding the Member and Staff Experience - Driving a Unique Brand Experience that Enhances the Bottom Line"
      Length of Presentation: 60 minutes
    • "Trends in Branch Planning and Design - What is Working and What is Not"
      Length of Presentation: 60 minutes
    • "Branch Network Optimization in the New Economy - Strategic Branch Planning through 2020"
      Length of Presentation: 60 minutes
  2. Chris Hamilton, AIA, Senior Partner (206.223.4999)
    Expenses: N/A
    • "The Branch as Killer App - the Integration of Technology in the Member Experience"
      Length of Presentation: 60 minutes
    • "Trends in Headquarters Planning and Design - Driving High Productivity, Efficiency and Brand Culturalization"
      Length of Presentation: 60 minutes
    • "Planning, Design and Construction Strategies - Unbiased Analysis of the Pros, Cons, Pitfalls and Advantages of Different Methodologies"
      Length of Presentation: 60 minutes

Executive Compensation Solutions

Erin Tuckerman, Director/Marketing

800 S. Barranca Ave.
#120
Covina, California 91723

626.914.2333

SPEAKER AND PRESENTATION INFORMATION

  1. Don Curristan, Principal
    Guy Collins, Principal
    Expenses: N/A
    • "In Pursuit of Good Decisions: The RFP"
      Length of Presentation: customized to fit your needs
    • "Credit Union Executive Compensation and Benefit Trends"
      Length of Presentation: customized to fit your needs
    • "Executive Compensation - A Strategic Partnership Between Boards and Management"
      Length of Presentation: customized to fit your needs
    • "Retaining and Rewarding Your Key Value Creaters"
      Length of Presentation: customized to fit your needs
    • "A Strategic Approach to Executive Compensation"
      Length of Presentation: customized to fit your needs
    • "Cost Recovery for Executive Benefits"
      Length of Presentation: customized to fit your needs

Financial Supermarkets, Inc.

Beau Wingate

PO Box 1450
Cornelia, Georgia 30531

706.778.1199

SPEAKER AND PRESENTATION INFORMATION

  1. Dave Martin, EVP, Chief Development Officer
    Expenses/Fees: N/A
    • "Customer Relationship Management"
      Length of Presentation: Customizable to customer
    • Sales & Branching
      Length of Presentation: Customizable to customer

Howard & Howard Attorneys PLLC

Steve Van Beek

450 West 4th St.
Royal Oak, Michigan 48067

248.723.0521

SPEAKER AND PRESENTATION INFORMATION

  1. Steve Van Beek, Attorney & Counselor
    Expenses/Fees: Negotiable
    • "Mortgage Lending Compliance"
      Length of Presentation: 1 hour to full-day
    • "Credit Card Compliance"
      Length of Presentation: 1 hour up to 3 hours
    • "Any Other Compliance/Legal Issues as needed"
      Length of Presentation: 60-90 minutes

Hyland Software

Stephen Comer

28500 Clemens Rd.
Westlake, Ohio 44145

440.788.5000

SPEAKER AND PRESENTATION INFORMATION

  1. Stephen Comer, Credit Union Industry Manager (440.788.5812)
    Expenses: N/A
    • "Enterprise Content Management (ECM) in Mortgage Lending: Using Workflow and Document Management to Improve Cost Management, Compliance and Member Service"
      Length of Presentation: 45 minutes

idea5, Inc.

Martin Webster

4509 S. 143rd St.
#5
Omaha, Nebraska 68137

402.932.5908

SPEAKER AND PRESENTATION INFORMATION

  1. Bill Goedken, MBA, CPA, CMA, CGMA, CEO
    Expenses/Fees: Negotiable
    • "The Credit Union of the Future: Why You Need to Prepare Now"
      Product/Service Category: Strategic Planning
      Length of Presentation: 60 – 75 minutes
    • "The Road to High Performance – Why Your Credit Union’s Strategic Planning Process May Be Wrong and What You Can Do About It"
      Product/Service Category: Strategic Planning
      Length of Presentation: 60 – 75 minutes

Integrated Lending Technologies, LLC

Peter Venko, VP/Business Development

1400 Foothill Dr.
#46
Salt Lake City, Utah 84108

SPEAKER AND PRESENTATION INFORMATION

  1. William C. McGregor, President
    Expenses: N/A
    • "The Keys to Successful Indirect Lending
      Length of Presentation: 45 minutes
  2. Peter Vehko, VP/Business Development
    Expenses: N/A
    • "The Keys to Successul Indirect Lending”
      Length of Presentation: 45 minutes

John M. Floyd & Associates

Mark Miller, Sales Director

125 N. Burnet Dr.
Baytown, Texas 77520

800.809.2307

SPEAKER AND PRESENTATION INFORMATION

  1. Keith Hughey, Senior Consultant (210.260.0955)
    Expenses: N/A
    • "Planning + Forward-Thinking Strategy + Greater Results"
      Length of Presentation: 60-90 minutes
    • "Secrets of a Successful Succesion Strategy"
      Length of Presentaion: 60-90 minutes
  2. Dick Miller, EVP (713.851.9903)
    Expenses: N/A
    • "Are Your Current Fee-Based Services Limiting Your Credit Union's Potential?"
      Length of Presentation: 60 minutes
  3. Ron Jennings, EVP
    Jan Southern, Relationship Manager (713.851.2229)
    Expenses: N/A
    • "Are Inefficiencies Causing Your Balance Sheet to Tilt?"
      Length of Presentation: 60 minutes
    • "A Balanced Focus on NII/NIE Leads to Improved Performance"
      Length of Presentation: 60 minutes
    • "Does Your Product Strategy Make Sense for Your Marketplace?"
      Length of Presentation: 60 minutes
  4. Cheryl Lawson, EVP/Compliance
    Expenses: N/A
    • "Clarity on Overdraft Programs Within an Uncertain Regulatroy Environment"
      Length of Presentation: 60 minutes

Luse Gorman Pomerenk & Schick

Kent Krudys

5335 Wisconsin Ave, NW
#780
Washington, Dist of Columbia 20015

202.274.2000

SPEAKER AND PRESENTATION INFORMATION

  1. Richard Garabedian, Esq, Attorney (202.274.2030)
    Expenses: N/A
    • "Fiduciary Duties and Director Liability"
      Length of Presentation: 60 minutes
  2. Kent Krudys, Partner (202.274.2019)
    Expenses: N/A
    • "Recent Development in Merger Activity"
      Length of Presentation: 60 minutes
    • "Exploring the Mutual Savings Bank Charter Choice"
      Length of Presentation: 90 minutes
  3. Norma Sharara, Esq, (202.274.2035)
    Expenses: N/A
    • "How to Survive a DOL or IRS Benefit Plan Audit"
      Length of Presentation: 60 - 90 minutes
    • "ERISA Fiduciary Bootcamp for Directors and Senior Management"
      Length of Presentation: 60 - 90 minutes
    • "Risk Based Incentive Compensation"
      Length of Presentation: 60 minutes

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