Business Keynote Speakers Bureau – Credit Union Industry Consultants

Endorsed Credit Union Suppliers, Vendors and Partners

CUES Supplier
Member Buyer's Guide

Speakers Bureau
Directory

Certified Financial
Suppliers Directory

Supplier
of the Year Winners

Looking for the right vendor? Start here for a comprehensive list of firms that work with credit unions and have been recognized for their industry expertise.

What are you looking for?

29 results match your criteria . Refine Results

	Supplier		Speakers and Presentations
	CU Insight 32 S Main St Suite 228 Greenville, South Carolina 29601 Email: rsmit@cuinsight.com Website: http://www.cuinsight.com/		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 15455 Dallas Parkway Suite 900 Addison, Texas 75001 Email: lindacl@homeloancu.com Website: http://www.cumembers.com		Wallace Jones, VP/Training (800.607.3474 ext 3221) Matthew Abbink, VP/Direct Lending (800.607.3474 ext. 3255) Expenses/Fees: Reimbursement of Travel *"The Power of Purchase Marketing"* Length of Presentation: 60 minutes "The ABCs of Mortgage Lending" Length of Presentation: 60 minutes Lorraine Lachapelle, VP/Sales (800.607.3474 ext 3252) Expenses: Reimbursement of Travel *"Cost of Origination"* Length of Presentation: 60 minutes
	Currency Marketing 12-8465 Harvard Pl Chilliwack, British Columbia V2P 7Z5 Email: spitkethly@currencymarketing.ca Website: http://www.currencymarketing.ca		Tim McAlpine, President/Creative Director (604.793.8970) Expenses: Negotiable *"Young, Free & SuperCharged"* Length of Presentation: 45 minutes *"What do Young People Want and Need"* Length of Presentation: 45 minutes
	eDOC Innovations 380 E Main St Suite 100 Midway, Utah 84049 Email: jlao@edoclogic.com Website: http://www.edoclogic.com		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, Inc. 2200 Point Blvd. Suite 325 Elgin, Illinois 60123 Email: mwieder@rexcuadvice.com Website: http://www.rexcuadvice		David Tuyo, VP/Solutions (850.637.2100) Expenses: Negotiable *"Journey to Extraordinary"* Length of Presentation: 60 minutes to maximum of 4 hours "Authentic Leadership" Length of Presentation: 60 minutes to maximum of 8 hours Karin Brown, VP/Collections Expenses: Negotiable *"Resolutions Collections"* Length of Presentation: 60 minutes to maximum of 8 hours
	MARQUIS 5160 Tennyson Parkway Suite 1000E Plano, Texas 75024 Email: michaelb@gomarquis.com Website: http://www.gomarquis.com		Jay Kassing, President Expenses: Negotiable *"Does Your Marketing SK"* Length of Presentation: 45-90 minutes "The Member Retention Fairytale" Length of Presentation: 45-90 minutes Tony Rizzio, GM/Creative Director (214.778.3037) Expenses: Negotiable "Trigger-Based Marketing: Effective Event-Based Programs" Length of Presentation: 30-60 minutes 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 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 9311 San Pedro Ave. #600 San Antonio, Texas 78216 Email: mhein@swbc.com Website: http://www.swbc.com		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 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 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) 1500 NW 118th St. Des Moines, Iowa 50325 Email: brians@themembersgroup.com Website: http://www.themembersgroup.com		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 50 Glenlake Parkway, Suite 400 Atlanta, Georgia 30324 Email: jmiller@autoims.com Website: http://www.AutoIMS.com		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 2301 1st Ave. North #103 Birmingham, Alabama 35203 Email: laura@bancography.com Website: http://www.bancography.com		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 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 1816 E. 7th St. Charlotte, North Carolina 28204 Email: jlynchi@bfbbenefit.com Website: http://www.bfbbenefit.com		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 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 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 1001 Connecticut Ave., NW #1001 Washington, Dist of Columbia 20036 Email: callahan@callahan.com Website: http://www.callahan.com		Jay Johnson, Executive Vice President Expenses: Negotiable *"Build Your Momentum with Credit Union Resurgence"* Length of Presentation: Customized to fit your needs *"6 Issues to Jump-Start Your Board's Strategic Thinking"* Length of Presentation: Customized to fit your needs Alix Patterson, Chief Operating Officer Expenses: Negotiable *"6 Areas to Evolve for Today's Economy"* Length of Presentation: Customized to fit your needs *"Put Big Data to Work for You"* Length of Presentation: Customized to fit your needs Jon Jeffreys, Vice President Expenses: Negotiable *"Put Big Data to Work for You"* Length of Presentation: Customized to fit your needs "From the Broker's Chair" Length of Presentation: Customized to fit your needs Sean Hession, Chief Executive Officer Expenses: Negotiable *"Put Big Data to Work for You"* Length of Presentation: Customized to fit your needs "Credit Union 6.0: From Resilience thru Resurgence to Preeminence" Length of Presentation: Customized to fit your needs Scott Patterson, Vice President of Analytic and Business Development Expenses: Negotiable *"Performance Metrics for a new Era of Banking"* Length of Presentation: Customized to fit your needs
	Credit Union Times 1301 Connecticut Ave. NW Washington, Dist of Columbia 20759 Email: scooke@cutimes.com Website: http://www.cutimes.com		Sarah Snell Cooke, Editor-in-Chief Expenses: Just basic expense coverage *"Making and Breaking the News* Length of Presentation: up to 60 minutes
	DigitalMailer, Inc. 220 Spring St. #200 Herndon, Virginia 20170 Email: gcrandell@digitalmailer.com Website: http://www.digitalmailer.com		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 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 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 12655 SW Center St. 100 Cascade Plaza West Beaverton, Oregon 97005 Email: reggie.beason@dmacorporation.com Website: http://www.dmacorporation.com		Rich Weissman, President/CEO Expenses: Negotiable *"Big Data for Credit Unions - How to Transform Data Into New Intelligence"* Length of Presentation: 90 minutes *"Creative Modeling Technologies - How To Utilize Artifical Intelliegence For Profitablity Growth"* Length of Presentation: 90 minutes Reggie Beason, SVP/Client Development (407.601.5821) Expenses: Negotiable *"Moving From A Volume to a Profitablity-Driven Culture - Why Most Credit Unions are Lagging"* Length of Presentation: 90 minutes *"Effective Profitability Integration- How to get the Profitability Equation Right"* Length of Presentation: 90 minutes
	EHS Design, Inc. 821 Second Ave Suite 400 Seattle, Washington 98104 Email: pseibert@ehs-design.com Website: http://www.ehs-design.com		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 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 800 S. Barranca Ave. #120 Covina, California 91723 Email: etuckerman@ecs-m.com Website: http://www.ecs-m.com		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
	Hyland Software 28500 Clemens Rd. Westlake, Ohio 44145 Email: stephen.comer@hyland.com Website: http://www.hyland.com		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
	Integrated Lending Technologies, LLC 1400 Foothill Dr. #46 Salt Lake City, Utah 84108 Email: pete@iltech.us Website: http://www.iltech.us		William C. McGregor, President Expenses: N/A "The Keys to Successful Indirect Lending” Length of Presentation: 45 minutes Peter Vehko, VP/Business Development Expenses: N/A "The Keys to Successul Indirect Lending” Length of Presentation: 45 minutes
	International Scholarship and Tuition Services Inc (ISTS) 1321 Murfreesboro Rd Suite 800 Nashville, Tennessee 37217 Email: ewilner@applyISTS.com Website: http://www.applyISTS.com		Eric Wilner, VP/Sales (507.934.2174) Expenses: Negotiable *"Weighing the Options - Choosing the Right Partner to Manage Your Program"* Length of Presentation: 60 minutes
	John M. Floyd & Associates 125 N. Burnet Dr. Baytown, Texas 77520 Email: mark.miller@jmfa.com Website: http://www.jmfa.com		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 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 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 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 5335 Wisconsin Ave, NW #780 Washington, Dist of Columbia 20015 Email: kkrudys@luselaw.com Website: http://www.luselaw.com		Richard Garabedian, Esq, Attorney (202.274.2030) Expenses: N/A "Fiduciary Duties and Director Liability" Length of Presentation: 60 minutes 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 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
	MemberServ Solutions LLC 19901 Soutwest Freeway Sugarland, Texas 77479 Email: nick@memberservsolutions.com Website: http://www.memberservsolutions.com		Nick Jiwa, Managing Director Expenses: N/A *"The Cultural Divide - Credit Union and Non Credit Union Call Centers"* Length of Presentation: customized to fit your needs *"Optimizing the Member Experience in your Call Center"* Length of Presentation: customized to fit your needs Chris Eisdorfer, COO (954.536.2967) Expenses: N/A *"Effective Training Strategies for Member Advocates"* Length of Presentation: customized to fit your needs *"Quality Assurance and Calibration - The Art of Delivering an Excellent Member Experience"* Length of Presentation: customized to fit your needs
	NAFCU Services Corporation 3138 10th St North Arlington, Virginia 22201 Email: dfrankil@nafcu.org Website: http://www.nafcu.org/nafcuservices		David Frankil, President (703.842.2226) Expenses: Negotiable *"Content Marketing: How to Sell Without Actually Selling"* Length of Presentation: 60 minutes
	Pentegra Retirement Services 2 Enterprise Dr. #408 Shelton, Connecticut 06484 Email: tmclaughlin@pentegra.com Website: http://www.pentegra.com		Thomas McLaughlin, Regional Marketing Director (670.299.9944) and Greg Hagen, Regional Director (214.725.4361) Fee/Expenses: N/A *"Trends in the Retirement Plan Industry - Multiple Employer Plans"* *"The New Retirement Plan Fee Disclosure Rules - Is your Credit Union Ready?"* *"Balancing Retirement Plan Benefits and Costs"* *"Making a Good 401 (k) Plan Even Better"* *"Choosing The Right Retirement Services Offering For Your Credit Union and Your Employees"* *"Managing Your 401(k) For Maximum Results"* *"Target Date Funds - A Fiduciary Perspective"* *"Automatic Contribution Arrangements (ACAS)"* *"Merger and Acquisitions and Their Impact on Your Retirement Plan"* *"Contending with IRS and DOL Audits"* *"Benchmarking Your Retirement Plan"* *"Cultivating a Culture of Fiduciary Responsibility"* *"Sponsoring a Successful Retirement Plan - Positioning Your Credit Union to Compete Effectively"*

Start | < Previous | 1 2 | Next > | End Page 1 of 2

Back to member resources