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



Page 1 of 2

Advisors Plus

Arnie Goldberg, Vice President

580 Carillon Parkway
St. Petersburg, Florida 33716

727.299.2535

 Advisors Plus

SPEAKER AND PRESENTATION INFORMATION

  1. Michelle H. Hillenbrand-Whale, Director of Marketing & Branch Sales
    Expenses/Fees: Upon Request
    • “Branch Out! Helping Your Branch Staff Take a Campaign from Good to Great”
      Product/Service Category: Marketing Services
      Length of Presentation: 30 minutes + Q &A
    • “Mirror, Mirror: Using Predictive Analytics to Forecast Your Marketing Success”
      Product/Service Category: Marketing Services
      Length of Presentation: 30 minutes + Q &A
  2. Thomas A. Chandler, Managing Partner & Business Strategy
    Expenses/Fees: Upon Request
    • “Profit Prophecy—Understanding Your Portfolio’s Potential”
      Product/Service Category: Strategic Planning
      Length of Presentation: 30 minutes + Q &A
    • “Building Your Credit Union’s Dream Team for Sizzling Growth”
      Product/Service Category: Strategic Planning
      Length of Presentation: 30 minutes + Q &A
  3. Frank A. Kovach, Director of Contact Center and Operations Consulting
    Expenses/Fees: Upon Request
    • “Calls to Action: Moving Your Contact Center from Service to Sales”
      Product/Service Category: Call Centers
      Length of Presentation: 30 minutes + Q &A
    • “Answering the Call for Excellence in Your Contact Center”
      Product/Service Category: Call Centers
      Length of Presentation: 30 minutes + Q &A
  4. Christopher D. Joy, Director, Credit Consulting
    Expenses/Fees: Upon Request
    • “The Joy of Affinity Credit Cards”
      Product/Service Category: Credit Card Services
      Length of Presentation: 30 minutes + Q &A
    • “The Joy of Affinity Credit Cards”
      Product/Service Category: Credit Card Services
      Length of Presentation: 30 minutes + Q &A
  5. Kari Anne Arnosk, Director of Debit Consulting
    Expenses/Fees: Upon Request
    • “Checks and Balances: Guiding and Energizing Your Checking Product Strategy”
      Product/Service Category: Debit Card Services
      Length of Presentation: 30 minutes + Q &A
    • “Branding? Check! Using Online Marketing to Enhance Debit Marketing”
      Product/Service Category: Debit Card Services
      Length of Presentation: 30 minutes + Q &A
  6. Norman C. Patrick, Jr., Director of Debit Consulting
    Expenses/Fees: Upon Request
    • “Swiping Profits? Debit Life after Durbin“
      Product/Service Category: Debit Card Services
      Length of Presentation: 30 minutes + Q &A
    • “Profits on the Move: What Mobile Banking Means to Your Bottom Line”
      Product/Service Category: Debit Card Services
      Length of Presentation: 30 minutes + Q &A

Akcelerant

Lauren Sybesma, SVP, Marketing

100 Lindenwood Dr
Malvern, Pennsylvania 19355

610.232.2909

SPEAKER AND PRESENTATION INFORMATION

  1. Jay Mossman, Founder & Chief Executive Officer
    Expenses/Fees: Travel expenses, but negotiable
    • “Industry Trends in Collections”
      Product/Service Category: Collections/Repossessions
      Length of Presentation: 30-60 minutes
    • Best Practices in Profitability
      Product/Service Category: Data Analytics, Profitability
      Length of Presentation: 30-60 minutes
    • Best Practices in Technology & the Future of IT”                  Product/Service Category: Technology
      Length of Presentation: 30-60 minutes
    • Corporate Turnaround”
      Product/Service Category: Strategic Planning
      Length of Presentation: 30-60 minutes
    • “The Essentials of Entrepreneurship”
      Product/Service Category: Strategic Planning
      Length of Presentation: 30-60 minutes     

AutoIMS

Joe Miller, Director of Customer Service

50 Glenlake Parkway
Suite 400
Atlanta, Georgia 30328

678-597-3900 ext. 2010

SPEAKER AND PRESENTATION INFORMATION

  1. Joe Miller, Director of Customer Service (678-597-3928)
    Expenses/Fees: Free, depending on audience
    • "New and Used Vehicle Lending: Less Risk, Better Returns"
      Product/Service Category: Lending/Consumer
      Length of Presentation: 1 Hour/Flexible; A discussion of repossession and recovery best practices any credit union can employ to reduce the risk of auto lending and take advantage of the growing auto lending market.
  2. Mike Broe, CEO (678-597-3901)
    • “Repossessed: Now What?”
      Product/Service Category: Lending/Consumer
      Length of Presentation: 1 Hour/Flexible; An insightful discussion about maximizing the recovery value on repossessed vehicles using established and new wholesale channels without sacrificing customer service.

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

Bluepoint Solutions, Inc.

Alissa Fry-Harris, Marketing & Events Manager

2560 Antehm Village Dr
#20
Henderson, Nevada 89052

760.410.9000 ext 340

SPEAKER AND PRESENTATION INFORMATION

  1. 1. Andrew Tilbury, Chief Marketing Officer (760-410-9000 x315)
    Expenses: N/A
    • "Keys to Improving Teller Efficiency"
      Product/Service Category: Technology
      Length of Presentation: 45 minutes
    • "Best Practices for Reducing Check Losses"
      Product/Service Category: Security/Risk Management
      Length of Presentation: 60 minutes
    • "Leveraging Mobile Technology to Reach the Underbanked"
      Product/Service Category: Technology
      Length of Presentation: 45 minutes
    • "Enterprise Content Management for Regulatory Compliance"
      Product/Service Category: Technology
      Length of Presentation: 45 minutes
  2. Erin Coleman, Vice President (760-410-9000 x 316)
    Expenses: N/A
    • "Taming the Paper Jungle: How to Leverage Technology to Reduce Reliance on Paper Documents"
      Product/Service Category: Technology
      Length of Presentation: 45 minutes

Burns-Fazzi, Brock

Janelle Lynch, Associate Director/Marketing

4600 Park Road
Suite 200
Charlotte, North Carolina 28209

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
    • “Ins and Outs of Split Dollar Plans for Executive Benefits”
      Length of Presentation: 60 minutes
    • "Compensation Comparison for Women Credit Union Executives”
      Length of Presentation: 60 minutes
    • “Choosing an Insurance Carrier”
      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
    • “Using Otherwise Impermissible Investments to Offset Benefit Costs”
      Length of Presentation: 60 minutes
    • “Survey Results: 2014 Executive Compensation and Benefits Study”
      Length of Presentation: 60 minutes
    • “Best Practices for Executive Compensation and Benefits”
      Length of Presentation: 60 minutes
    • “Benefit Liability Management: Mitigating Expenses”
      Length of Presentation: 60 minutes
  3. Rick Brock, President/CEO 
    Expenses: N/A
    • "Attract, Retain, and Reward the Key People who Drive the Success of Your Credit Union"
      Length of Presentation: 30-60 minutes
    • "Executive Compensation: How to Maximize Recruitment, Retention, and Rewards within NCUA Rules"
      Length of Presentation: 60 minutes
    • “How to Save Your CEO's Retirement Plan”
      Length of Presentation: 60 minutes
    • “Executive Benefit Overview: Strategies to Recruit, Retain, and Reward”
      Length of Presentation: 60

Callahan & Associates

Leigh Anne Terry, Director/HR & Administration

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

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

CU Members Mortgage

Linda Clampitt, SVP

15455 Dallas Parkway
Suite 900
Addison, Texas 75001

800.607.3474 ext. 3225

 CU Members Mortgage

SPEAKER AND PRESENTATION INFORMATION

  1. Wallace Jones, VP/Training (800.607.3474 ext 3221)
    Expenses/Fees: Negotiable/Travel Expenses 
    • "Mortgage 101"
      Product/Service Category : Mortgage Lending
      Length of Presentation: 4 hours
    • "The Power of the Purchase Market"
      Product/Service Category : Mortgage Lending
      Length of Presentation: 60 minutes
    • “The Cost of Origination”
      Product/Service Category: Mortgage Lending
      Length of Presentation: 60 minutes
    • “The Secret of the C’s: Underwriting red flags that sink your loan”
      Product/Service Category: Mortgage Lending
      Length of Presentation: 60 minutes
    • “FHA/VA Basics”
      Product/Service Category: Mortgage Lending
      Length of Presentation: 60 minutes
    • “Home Buyer’s Seminar”
      Product/Service Category: Mortgage Lending
      Length of Presentation: 60 minutes

CU24

Allyson McKee, Marketing Project Coordinator

2120 Killarney Way
Tallahassee, Florida 32309

877.570.2824

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

CUNA Mutual Group

Janet B. McDonald, CCUE, CUDE, Sr. Sales Market Manager

5910 Mineral Point Rd.
Madison, Wisconsin 53705

800.356.2644

 CUNA Mutual Group

SPEAKER AND PRESENTATION INFORMATION

CUNA Mutual Group has several subject matter experts and industry thought leaders that can present on numerous topics.

Expenses: Vary, and are negotiable

  • “Economic Update and Industry Trends”
  • “Recruitment and Succession Planning”
  • “Benefits Programs for Executive Teams”
  • “Total Benefits Pre-Funding Strategies”
  • “Serving Members through Non-Traditional Programs”
  • “Changing Demographics and Market Trends”
  • “Best Practices for Retirement Programs” and other retirement topics
  • “Lending Compliance”
  • “Mortgage Regulations”
  • “CFPB Regulations”
  • “Creating an Effective Sales Culture”
  • “Member Borrowing Experience”
  • “ Mobile Lending Trends “
  • “Social Media Marketing”
  • “Predictive Data Analytics”
  • “Financials for Non-Financial Individuals” and other financial topics
  • “Overcoming Loss through Data Breaches” and other CU protection topics
  • “Strategies for Maximizing Portfolio Returns”
  • “Industry Strategy and Leadership”

Currency Marketing

Sandy Pitkethly, Program Director

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

877.230.1516

 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

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

DDJ Myers, Ltd.

Deedee Myers, CEO

4455 E. Camelback Rd.
#C138
Phoenix, Arizona 85018

800.574.8877

 DDJ Myers, Ltd.

SPEAKER AND PRESENTATION INFORMATION

  1. Deedee Myers, PhD, MSC, MA, PCC, CEO
    Expenses: N/A
    • "Creating and Sustaining a High Performing Board"
      Product/Service Category: Board Development
      Length of Presentation: 60 minutes
    • "Change Management: How to Build a Culture that Embraces Change"
      Product/Service Category: Leadership Training, Change Management
      Length of Presentation: 60 minutes
    • "The Board and Management Relationship: The Most Critical Interaction in a Credit Union"
      Product/Service Category: Board Development
      Length of Presentation: 60 minutes
    • "Board and CEO Strategic Succession Planning*"
      Product/Service Category: Board Development, Succession Planning
      Length of Presentation: 60-90 minutes   Topic can be split into two separate sessions – one on Board Succession Planning and one on CEO Succession Planning. We are seeing a very high demand in the credit union industry for education on this topic.
  2. Mark Haeussler, PCC, SC, President of DDJ Myers Advancing Leadership Institute (markhaeussler@ddjmyers.com)
    Expenses: N/A
    • "Creating and Sustaining a High Performing Board"
      Product/Service Category: Board Development
      Length of Presentation: 60 minutes
    • “The Board and Management Relationship: The Most Critical Interaction in a Credit Union”
      Product/Service Category: Board Development
      Length of Presentation: 60 minutes
  3. Peter Myers, MSC, PCC, Vice President of DDJ Myers (petermyers@ddjmyers.com)
    Expenses: N/A
    • "Board and CEO Strategic Succession Planning*"
      Product/Service Category: Board Development, Succession Planning
      Length of Presentation: 60 -90 minutes 
      Topic can be split into two separate sessions – one on Board Succession Planning and one on CEO Succession Planning. We are seeing a very high demand in the credit union industry for education on this topic.

Digital Benefit Advisors – Credit Union Services

David Martin, Managing Principal

400 Galleria Parkway
Atlanta , Georgia 30339

773.562.8847

SPEAKER AND PRESENTATION INFORMATION

  1. David Martin, Managing Principal, Credit Union Services
    Carl Pilger, Vice President and Legal Council
    Expenses: N/A
    • "Insurance/Employee Benefits"
      Product/Service Category : Insurance
      Length of Presentation: Customizable
    • “Healthcare Reform and the Future of Employee Benefits”
      Product/Service Category : Insurance
      Length of Presentation: Customizable
    • “Human Capital Development.”
      Product/Service Category: Insurance
      Length of Presentation: Customizable

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

eDOC Innovations

Joseph Lao, Manager/Business Development

1197 Exchange St.
Suite 1
Middlebury, Vermont 05753

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

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
    • “Branch Transformation: Driving High Efficiency, Productivity, and a killer brand experience”
      Product/Service Category : Facilities – Branching
      Length of Presentation:15 min- 1 hour
    • "Branch Network Optimization: Evolving Branch Networks and Business Models to deliver Perfection within the omni-channel environment”
      Product/Service Category : Facilities/Locations and Business Models
      Length of Presentation:15 min- 1 hour

Financial Supermarkets, Inc.

Beau Wingate, EVP Director of Sales

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

Fox Rothschild LLP

Christopher Pippett, Partner

747 Constitution Dr #100
Ekton, Pennsylvania 19341

610.458.7500

SPEAKER AND PRESENTATION INFORMATION

  1. Christopher J. Pippett, Partner
    Expenses: Negotiable
    • "Corporate Governance- Duties, Responsibilities and Issues Facing Credit Union Officers and Directors"
      Product/Service Category: Board/Management Training
      Length of Presentation: 60-90 minutes
    • "Internal Investigations of Credit Union Fraud"
      Product/Service Category: Security/Risk Management
      Length of Presentation: 60-90 minutes
    • "Member Business Lending and Loan Participations"
      Product/Service Category: Lending/Business
      Length of Presentation: 60-90 minutes

Glory Global Solutions

Angie Rowell, Account Manager

3333 Warrenville Rd
#310
Lisle, Illinois 60532

604.467.9555

SPEAKER AND PRESENTATION INFORMATION

  1. Joe Gnorski, VP/Marketing & Sales Operations (630.577.1019)
    Expenses: Negotiable
    • "Cash Automation- Branch of the Future"
      Product/Service Category: Strategic Planning & Risk Management
      Length of Presentation: Flexible
    • "Profitable Branches"
      Product/Service Category: Financial Management
      Length of Presentation: Flexible

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

Michelle Harbinak Shapiro

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
    • "The Endless Possibilities of Workflow"
      Product/Service Category: Technology
      Length of Presentation: 40-60 minutes
    • “Simplify with Electronic Signatures”
      Product/Service Category: Technology
      Length of Presentation: 30 minutes

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