Business Keynote Speakers Bureau – Credit Union Industry Consultants

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	Supplier		Speakers and Presentations
	Affinion Group 400 Duke Drive Franklin, Tennessee 37067 Email: lisa.hardin@affiniongroup.com		Todd Werner, VP/Sales & Marketing Expenses/Fees: Negotiable "*Back to Basics: How Do You Win and Keep Profitable Members in Today's Environment?"* Length of Presentation: 45-60 minutes *"Member Engagement and Retention Strategies That Increase Member Profitablity and Tenure"* Length of Presentation: 45-60 minutes Wayne Conte, EVP/Sales Expenses/Fees: Negotiable *"Using Identity Theft Products to Deliver Member Engagement Solutions"* Length of Presentation: 45-60 minutes *"Making Good from Bad: Creating Member Engagement Solutions"* Length of Presentation: 45-60 minutes
	CUNA Mutual Group 5910 Mineral Point Rd. Madison, Wisconsin 53705 Email: scott.albraccio@cunamutual.com Website: http://www.cunamutual.com		Gene Zumwalt, Director/Executive Benefits Marketing (608.231.7342) Expenses: N/A Kathy Varese, Events Manager (800.356.2644 x8575) Expenses: Expenses Only "Directors and Officers Liability: Exposure, Controls, Indemnity and Insurance" "Employment Practices: Laws & Litigation" "Lender Liability" "What Your Supervisory Committee Should Do" "Putting Managment in the Risk Management Process" "Economic Linkages to Credit Union Results" "How a Credit Union Can Gain Share of Market & Share of Wallet" "Sustainable Growth for the CU System" "Health Care Reform: Maneuvering the Compliance Maze" "CEO Retention (How do you keep your management team?)" "Develop a Retention/Motivation Strategy (from a Board Perspective)" "Many Credit Unions CEOS Are Retiring in the Next 5-7 Years: Are You Ready?" "What Credit Unions are Investing in to Executive Benefit Programs" "Executive Benefit Trends in teh Credit Union Industry" "Retaining Your Credit Union's Best Employees" "Learning from Banks about Non-Qualified Benefits-A Blinders-Off Approach" "Credit Union Financials for Non-Financial Individuals" "Conquering Economic & Marketplace Uncertainty" "The Growing Importance of Non-Interest Income" "Constructing a New Vision for Lending" "After the Fall: How Members are Climbing Back From the Financial Crisis and What You Can Do to Help" "Boomers or Bust!" "The Great Consolidation" "Marketing to Different Generations" "Take Back Your Website" "Tips and Tricks of Top-Level Segmentation and Direct Mail Marketing" "2011 Economic & Financial Market Outlook: Markets are Up! Back to Business as Usual?" "Is Your Retirement Plan Working" "The Risks Associated with Business Accounts" "Check Fraud and Reg CC: Protect Your Credit Union" Data Breaches - Are You Prepared?" Length of Presentation: 60 minutes *"Redifing Risk in 2011"* *"Wire/ACH Transfer Fraud"* Length of Presentation: 60 minutes "Robbery and Other Unsafe Situations" "Managing Uninsurable Risks" "Spam, Shams, and Other Scams" "Emerging Technologies Create New Risks" "Identity Theft Red Flags and Address Discrepancy Rules - Practical Applications" "e-Fraud - Hands Off My Account" "Preventing Personal Identify Theft: What Everyone Should Know"
	Marquis 5465 Legacy Dr. #750 Plano, Texas 75024 Email: jayk@gomarquis.com Website: http://www.gomarquis.com		Jay Kassing, President (214.778.3015) Expenses: Negotiable *"ShamWOW Your Marketing"* Length of Presentation: 45-90 minutes *"The Retention Fairytale"* Length of Presentation: 45-90 minutes Tony Rizzio, GM/Creative Director (214.778.3037) Expenses: Negotiable "Trigger-Based Marketing: Building Effective Event-Based Programs" Length of Presentation: 30-60 minutes Mike Bartoo, Regional Manager/East (214.778.3025) Expenses: Negotiable *"Marketing ROA: Using Analytics to Drive Results"* Length of Presentation: 60-90 minutes *"No "I" in TEAM-Getting Sales and Marketing on the Same Page"* 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
	MasterCard Worldwide 2000 Purchase St. Purchase, New York 10577 Email: John_Ainsworth@mastercard.com Website: http://www.mastercard.com		John Ainsworth, SVP/Group Head, US Markets (804.784.7788) Expenses: N/A "The Importance of Payments Strategy" Length of Presentation: TBD *"Any Kind of Durbin Updates"* Length of Presentation: TBD Beth Gorry, Global Solutions Leader (914.249.3120) Expenses: N/A
	Momentum Inc 1520 Fourth Ave Suite 300 Seattle, Washington 98101 Email: gbarrett@momentumbuilds.com Website: http://www.momentumbuilds.com/		Jim Haack, CEO (206.267.1900) Expenses: N/A *"Buyer Beware - Best Practices in Site Selection and Due Diligance for Credit Union Facilities"* Length of Presentation: 30-60 minutes "Collaborative Work Spaces and ROI-Growing Your Credit Union from the Inside Out-Best Practices in Headquarters Planning, Design and Construction" Length of Presentation: 60 minutes Bob Saunders, LEED AP/EVP Construction Expenses: N/A "The New ECOnomy-GREEN planning, design and construction for Credit Union Facilities" Length of Presentation: 30-60 minutes "Disaster Planning and Recovery for Credit Union Facilities" Length of Presentation: 60 minutes Greg Barrett, VP/Client Services Expenses: N/A *"Branch Network Optimization-Best Practices"* Length of Presentation: 30-60 minutes
	The Members Group (TMG) 1500 NW 118th St. Des Moines, Iowa 50325 Email: brians@themembersgroup.com Website: http://www.themembersgroup.com		Aris Jerahian, VP/Client Relations (515.457.5246) Expenses: Negotiable *"Evaluating the Profitability of Card Programs"* Length of Presentation: 30-45 minutes *"Growing Your Credit Union Membership with Effective Card Programs"* Length of Presentation: 30-45 minutes *"Reducing Card Fraud Losses"* Length of Presentation: 30-45 minutes Brian Scott, VP/Sales (515.457.5252) Expenses: Negotiable *"Creating an Effective RFP for Card Processing Evaluations"* Length of Presentation: 30-45 minutes *"Effectively Marketing Your ATMs"* Length of Presentation: 30-45 minutes *"Maximizing Your Credit Union's Card Portfolios"* Length of Presentation: 30-45 minutes Chris Gunnare, SVP/Account Management (515.457.5250) Expenses: Negotiable *"Boosting Your Credit Union's Bottom Line Through Alternatives to Fee Income"* Length of Presentation: 30-45 minutes *"Effectively Marketing Your ATMs"* Length of Presentation: 30-45 minutes *"Evaluating the Profitability of Card Programs"* Length of Presentation: 30-45 minutes Jeff Falk, Director/Product Development (515.457.2000) Expenses: Negotiable *"Building a Reloadable Card Program"* Length of Presentation: 30-45 minutes *"Implementing an Effective Prepaid Card Program"* Length of Presentation: 30-45 minutes Jeff Russell, VP/Strategic Development (515.457.5475) Expenses: Negotiable *"Maximizing Your Credit Union's Card Portfolio"* Length of Presentation: 30-45 minutes *"Should You Sell Your Credit Card Portfolio?"* Length of Presentation: 30-45 minutes Sara Petty, VP/Strategic Initiatives (405.515.2519) Expenses: Negotiable *"Evaluating the Profitability of Card Programs"* Length of Presentation: 30-45 minutes *"Implementing a Debit Rewards Card Program"* Length of Presentation: 30-45 minutes *"Reinventing Your Card Rewards Program"* Length of Presentation: 30-45 minutes
	Transamerica Life & Protection 2839 Paces Ferry Rd #750 Atlanta, Georgia 30339 Email: rjones@aegonusa.com Website: http://www.creditorresources.com		Shaheed Henry, Manager/Training & Account Development (800.521.1670 ext 2389) Expenses/Fees: Negotiable *"Handling Objections while Promoting Insurance to your Members"* Length of Presentation: 1 hour *"Building a Powerful Sales Presentation"* Length of Presentation: 1 hour Bill Elliott, Channel Manager (800.521.1670 ext 2384) Expenses/Fees: Negotiable *"Debt Protection - Knowing Your Product"* Length of Presentation: 1 hour Melody Williams, Training & Account Development Specialist (800.521.1670 ext 2388) Expenses/Fees: Negotiable "Maintaining Professionalism Under Pressure" Length of Presentation: 1 hour *"Time is on My Side"* Length of Presentation: 1.5 hours Mary Jerris, Training & Account Development Specialist (619.977.4914) Expenses/Fees: Negotiable "There is an a "I" in Team" Length of Presentation: 1.5 hours *"Identifying Payment Protection Needs"* Length of Presentation: 1 hour
	ACTON Marketing, LLC 3401 NW 39th St Lincoln, Nebraska 68524 Email: bbeach@actonfs.com Website: http://www.actonfs.com		Dennis Flack, Director/Training (402.470.5723) Expenses: Negotiable *"Front Line Sales Staff Training - What Do You Really Need to be Teaching?"* Length of Presentation: 45-60 minutes *"Training Your Branch Managers to be Good Sales Managers"* Length of Presentation: 45-60 minutes George Monnier, EVP/Financial Services Group (402.470.5818) Expenses: Negotiable *"The Secret Direct Mail Formula"* Length of Presentation: 60 minutes minimum
	Bancography 2301 1st Ave. North #103 Birmingham, Alabama 35203 Email: laura@bancography.com Website: http://www.bancography.com		John Mathes, Director, Brand Strategy (770.360.5710) Expenses: Reimbursement of Travel Expenses *"Branding for Success (or Survival)"* Length of Presentation: 60-90 minutes *"It's the End of Advertising as We Know It. Do You Feel Fine?"* Length of Presentation: 60-90 minutes *"What's in a Name? Plenty"* Length of Presentation: 60-90 minutes 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 *"Branding and Positioning for Optimal Sales Performance"* Length of Presentation: 60-90 minutes *"Designing and Implementing a Branch Sales Incentive System"* 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: pperotti@bfbbenefit.com Website: http://www.bfbbenefit.com		Chris Burns-Fazzi, Principal (704.332.2265 x206) Expenses: N/A *"Executive Benefit Compliance"* Length of Presentation: 30-60 minutes *"Human Capital Investment"* Length of Presentation: 30-60 minutes Kirk Sherman, (704.332.2265) Expenses: N/A *"Executive Benefit Compliance"* Length of Presentation: 30-60 minutes Loretta Dodgen, Consultant (704.332.2265) Expenses: N/A *"Human Capital Investment"* Length of Presentation: 30-60 minutes Tom Telford, Partner (704.332.2265 x206) Expenses: N/A *"Retaining Executive Talent"* Length of Presentation: 30-60 minutes
	Card Services for Credit Unions, Inc. (CSCU) 15950 Bay Vista Drive #170 Clearwater, Florida 33760 Email: amoore@cscu.net Website: http://www.cscu.net		Bill Lehman, VP/Portfolio Consulting (888.930.2728) Expenses: Negotiable *"Bottom Line Growth of Credit Card Portfolio"* Length of Presentation: 60 minutes Karen Fry, VP/Strategic Development & Branding (888.930.2728) Expenses: Negotiable *"Drive Debit Portfolio Success"* Length of Presentation: 60 minutes Robert Hackney, President (888.930.2728) Expenses: Negotiable *"The Power of Cards"* Length of Presentation: 60 minutes
	Corporate America Credit Union 4365 Crescent Rd. Irondale 35210 Email: lcorvo@corpam.org Website: http://www.corpam.org		Shirley Senn Consultant Phone: 904.861.4477 Expenses: Negotiable Category: Asset/Liability Management Length of Presentation: Flexible
	Credit Union Times 1301 Connecticut Ave. NW Washington, Dist of Columbia 20759 Email: scooke@cutimes.com Website: http://www.cutimes.com		Speaker: Sarah Snell Cooke Editor-in-Chief 202.370.4802 Expenses: Negotiable Presentation Title: "PR: The Good, The Bad, and the Ugly 45 minutes Presentation Title 2: "Washington Update" Legislation/Regulatory Issues 45 minutes
	CRI Solutions 6671 H Santa Barbara Rd. Elkridge, Maryland 21075 Email: igirard@crisystems.net Website: http://www.crisolutions.net		Barbra Lowman, VP/IT Services (410.796.0908) Expenses: Negotiable *"Eight Keys to a Successful Disaster Recovery Strategy"* Length of Presentation: 60 minutes *"Risk Management 101: Peeling Back the Layers to Make Compliance Easier and More Cost Effective"* Length of Presentation: 60 minutes
	CUDL CU Direct Corp 2855 E. Guasti Rd., #500 Ontario, California 91761 Email: joe.greenwald@cudirect.com Website: http://www.cudl.com		Jerry Neemann, EVP/Chief Sales Officer (909.481.2304 Expenses/Fees: N/A *"Keys to Successful Credit Union and Dealer Partnerships"* Length of Presentation: 60 minutes Joe Greenwald, VP/Marketing & Communications (909.481.2311) Expenses/Fees: N/A *"Driving The Member Experience to Capture More Loans"* Length of Presentation: 60 minutes *"Marketing Strategies for Loan Growth"* Length of Presentation: 60 minutes Mike James, COO (909.481.2313) Expenses/Fees: N/A *"Risk and Loan Portfolio Management: Lending Strategies for CU Profitablity and Peformance"* Length of Presentation: 60 minutes Kip Haas, EVP/Products and Development (909.481.2331) Expenses/Fees: N/A *"Harnessing Technology to Stay Competitive"* Length of Presentation: 60 minutes
	Customer Service Profiles 12020 Shamrock Plaza #310 Omaha, Nebraska 68154 Email: jberigan@csprofiles.com Website: http://www.csp.com		John Berigan, Executive Vice President (402.399.8790 x101) Expenses: Negotiable *"Voice of the Customer"* Length of Presentation: 30-60 minutes
	DDJ Myers, Ltd. 4455 E. Camelback Rd., #C246 Phoenix, Arizona 85018 Email: info@ddjmyers.com Website: http://www.ddjmyers.com		Deedee Myers CEO Expenses: Negotiable "Board/CEO Communication" Category: Strategic Planning 75 minutes "Economic Rewards: Productive and Engaged Employees" Category: Training 60-80 minutes "Succession Planning and Essential Leadership Development" Category: Succession Planning Mark Haeussler President Expenses: Negotiable "Teaching Managers to be Strategic" Category: Strategic Planning" 60-80 minutes "Applied Executive Communications" Category: Training 60-80 minutes
	DigitalMailer, Inc. 220 Spring St. #200 Herndon, Virginia 20170 Email: gcrandell@digitalmailer.com Website: http://www.digitalmailer.com		Greg Crandell, Executive Vice President (866.994.4900 ext 106) Expenses: N/A *"Just a Reminder"* Length of Presentation: 30-45 minutes *"The End of the PostAge"* Length of Presentation: 30-45 minutes Jimmy Marks, Creative Media Director (866.994.4900 ext 115) Expenses: N/A *"Do You Want Fries with That?"* Length of Presentation: 30-45 minutes *"Just a Reminder"* Length of Presentation: 30-45 minutes Ron Daly, President/CEO (703.733.0339) Expenses: N/A *"Do You Want Fries with That?"* Length of Presentation: 30-45 minutes *"How to Communicate During a Disaster"* Length of Presentation: 30-45 minutes
	DMA 12655 SW Center St. Beaverton, Oregon 97005 Email: aditi.vyas@dmacorporation.com Website: http://www.dmacorporation.com		Rich Weissman, President/CEO (503.597.0088) Expenses: Negotiable *"Capital Improvement in Today's Economy - How is that Possible?"* Length of Presentation: 60-90 Minutes *"The Future Look at Bank Marketing and Sales - How Did We Get Here and How Do We Move Beyond the Crisis"* Length of Presentation: 60-90 minutes
	Doeren Mayhew 755 W. Big Beaver Rd. #2300 Troy, Michigan 48084 Email: hoag@doeren.com Website: http://www.doeren.com		Catherine Bruder, CPA, CITP, CISA, CISM, MSPA, Director, IT Assurance (248.244.3295) Expenses: Negotiable *"Mobile Banking Risks of Today and The Future"* Length of Presentation: 60-90 minutes *"Information Risk Management"* Length of Presentation: 60-90 minutes Joseph A. Zito, CPA, MBA, Director/Financial Institutions (248.244.3068) Expenses: Negotiable *"Enterprise Risk Management - What Your Credit Union Needs to Know"* Length of Presentation: 90-120 minutes *"Understanding Troubled Debt Restructuring"* Length of Presentation: 90 minutes Robert M Parks, CPA, Audit and Assurance Services (248.244.3159) Expenses: Negotiable "*Credit Union Risk Assessment"* Length of Presentation: 60-90 minutes "Regulatory Compliance: Staying Steps Ahead" Length of Presentation: 60-90 minutes Robin D. Hoag, CPA, CMC, Director/Financial Institutions Group (248.244.3242) Expenses: Negotiable "Risk Loans, Earnings & Captial Formulation" Length of Presentation: 90-120 minutes "Merger Strategies For Tomorrow" Length of Presentation: 90-120 minutes
	eDOC Innovations 1197 Exchange St., #1 Middlebury, Vermont 05753 Email: bweekes@edoclogic.com Website: http://www.edoclogic.com		Bret Weekes, President/CEO (800.425.7766) Expenses: Negotiable *"Power of Ownership"* Length of Presentation: 1-3 Hours "Imaging, A Way of Life" Length of Presentation: 1-5 Hours *"Building Your Business"* Length of Presentation: 1-5 hours *"APP to Close and Beyond"* Length of Presentation: 1-3 hours "Changing Landscape for Share Draft Processing" Length of Presentation: 1-2 hours
	EHS Design, Inc. 600 University St. #1818 Seattle, Washington 98101 Email: pseibert@ehs-design.com Website: http://www.ehs-design.com		Paul Seibert, CMC, VP/Financial Services (206.223.4999) Expenses: Negotiable/Travel Expenses *"Branch Network Optimization"* Length of Presentation: 60-90 minutes *"Headquarters Planning & Design: Trends that Drive Productivity & Efficiency"* Length of Presentation: 60-90 minutes *"SafeCatch - Reducing Robberies & Fraud While Enhancing Member Experience"* Length of Presentation: 60 minutes *"Trends in Retail Branch Design"* Length of Presentation: 60-90 minutes
	Federal Home Loan Bank Seattle 1501 4th Ave. #1800 Seattle, Washington 98101 Email: johnbi@fhlbsea.com Website: http://www.fhlbsea.com		Rick Riccobono, President/CEO (206.340.2473) Expenses: N/A *"Wholesaling, Funding, and Credit Unions"* Length of Presentation: 30-45 minutes
	FTN Financial Portfolio Advisors 845 Crossover Lane #150 Memphis, Tennessee 38117 Email: philip.donovan@ftnfinancial.com Website: http://www.ftnfinancial.com		Dean Reineking, Senior Vice President (901.435.8996) Expenses: N/A *"Corporate Credit Union Failure - A Forensic Analysis"* Length of Presentation: 60 minutes *"Investment Allocation: Where Do We Go From Here?"* Length of Presentation: 60 minutes Philip F. Donovan, Senior Vice President (901.435.8996) Expenses: N/A *"Investment Performance - Why and How"* Length of Presentation: 60 minutes *"Mortgage Securities - Pre-purchase Evaluation"* Length of Presentation: 60 minutes
	Gazillion & One 219 N. 7th St., #4 Grand Haven, Michigan 49417 Email: bmccormick@gazillion1.com Website: http://www.gazillion1.com		Brian McCormick, Director/Credit Union Strategy (888.301.2823) Creating a Tangible Point of Differentiation in Highly Competitive & Commoditized Markets Length of Presentation: 1/2 hour

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