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November 02 - 05, 2014
Omni Amelia Island Plantation Resort
Amelia Island, FL
General Session Speakers
Tom Flick, Leadership and Change Expert, Former NFL quarterback
Tom Flick is a former Rose Bowl Champion, Pac-10 Conference “Player of the Year” and successful NFL quarterback for seven seasons. Today, he is a dynamic, highly sought after speaker who has delivered over 3000 presentations, to a who’s-who list of clients that includes Microsoft, Starbucks, Marriott, Hallmark Cards, Boeing, American Express, NASA, Ritz-Carlton Hotels and the US Army Rangers to name just a few.
As President of Tom Flick Communications and Leadership Speaker for Kotter International, Flick understands that people, not programs, help organizations change and grow. Meeting the challenges of today’s business environment requires a committed workforce and providing actionable solutions that allow people to accelerate change and become peak performers both personally and professionally increases success and impacts the bottom line.
Michael Bungay Stanier, Senior Partner, Box of Crayons, author of Do More Great Work
On the way to founding Box of Crayons ten years ago, Michael Bungay Stanier lived in Australia, England, the U.S. and now Canada. As an innovation expert he helped invent new products and services, and as a change management consultant he supported companies as they evolved.
He’s written a number of books, including Do More Great Work and the philanthropic project End Malaria. Bungay Stanier is on the editorial advisory board of the Peer Bulletin, the leading journal on mentoring. He’s also Thinker in Residence at Knowledge Blocks, a resource for readers of business books. He’s been the Creativity Coach for David Allen’s Getting Things Done online community.
Bungay Stanier was also the first Canadian Coach of the Year and a Rhodes Scholar.
Geno Church, Word of Mouth Inspiration Officer, and co-author, Brains on Fire: Igniting Powerful, Sustainable Word of Mouth Movements and The Passion Conversation: Understanding, Sparking and Sustaining Word of Mouth Marketing
Geno Church is the Word of Mouth Inspiration Officer at Brains on Fire, but he considers himself more of a pathfinder for the firm's clients. He has walked down the path with Fiskars Brands, Best Buy, Colonial Williamsburg Foundation, the American Booksellers Association, Charleston Parks Conservancy, the U.S. Office of National Drug Control Policy, Love146, and Rage Against the Haze (South Carolina's youth-led anti-tobacco movement). He likes uncovering the DNA of sustainable word of mouth movements.
Church has spoken around the world at places such as the Word of Mouth Marketing Association
(WOMMA), the Public Relations Society of America (PRSA), American Marketing Association (AMA), and the World Africa Customer Management Conference.
Breakout Session Speakers
Jacqueline Claudia, principal, Decision Strategies International
Jacqueline Claudia, a Principal at DSI, helps clients drive innovation and break through customer thinking in their organizations. “We begin with a nugget of an idea. We poke, prod and shape it into a solid business, and then comes the hard part – communicating the concept and turning it into a reality.” Jacqueline’s passion for achieving results with clients has been key to bringing about strategic change from the chief executive level to the line managers in DSI’s client organizations.
Jacqueline fine-tuned her craft as a consultant with Mitchell Madison Group, FutureBrand and Creative Good working with retail and financial services clients across the globe. Equally adept at managing a large-scale strategy project, running an executive workshop or directing customer experience research, she brings focus and attention to every engagement. “If you really work to understand the customer and serve their needs, you will always be on the right track.”
John Best, founder, Best Innovation Group, Inc.
As CEO of Best Innovation Group (BIG), John Best’s mission is to help credit unions create an innovative culture inside their organizations. Prior to BIG, Best was chief technology officer for Wescom Resources Group, and the technology CUSO of Wescom Credit Union, which is one of the largest credit unions in the country with more than $2.5 billion in assets.
Best led a team of developers, and created a home banking and mobile platform that serviced more than 200 credit unions. Best has also served as vice president, EBusiness at GTE Federal Credit Union, where he led a team that designed and implemented the credit union’s internal lending system and Estatements.
Bill Goedken, president and CEO, Goedken Consulting Group, LLC
Goedken is a frequent speaker at credit union conferences, and an accomplished entrepreneur and author. He was the founder of Profitstar, Inc., and also group president of ProfitStars, a division of Jack Henry & Associates, and the original inventor of the popular PROFITstar ALM model.
Goedken holds BBAs in both accounting and finance, and a MBA in finance from the University of Iowa. He also holds both CPA and CMA certifications and is a member of the American Institute of Certified Public Accountants, the Iowa and Nebraska Societies of Certified Public Accountants, the Institute of Management Accountants, and the Bank Administration Institute.
Julie Ferguson, owner, JRF Consulting Services LLC
Ferguson spent 16 years at First Tech Federal Credit Union in the Pacific Northwest before starting JRF Consulting Services in 2009. Her financial services career began as a part-time teller and included time as loan officer, branch manager, director of operations, and business development director.
While at First Tech, Ferguson developed strong relationships with SEGs like Microsoft, Amazon.com and Google. When First Tech became Microsoft's credit union, Ferguson and her staff grew the relationship from 0 to 15,000 members in seven years.
JRF Consulting concentrates on growth and member engagement. Ferguson is passionate about helping credit unions around the country create and execute focused and results oriented business development strategies.
Sundeep Kapur, digital strategist, Allied Solutions
Kapur helps financial institutions create and execute successful member engagement strategies. His specialty lies in helping brands adopt digital by focusing on fundamentals—reduced cost, improved security, and driving revenue—all toward enhancing lifetime member value.
His white paper, Grow 2020: Driving Effective Member Engagement, helps guide credit unions in creating their five year strategic plans.
Sam Maule, manager, Carlisle & Gallagher, Consulting Group
Maule joined Carlisle & Gallagher in June 2011, focusing on the cards and payments community of practice. Maule provides industry subject matter knowledge and experience to CG’s financial services clients on consumer and commercial card portfolio management, emerging payments, loyalty and prepaid, and on-line/mobile banking.
Prior to CG, Maule held management positions with TSYS in a number of consumer and commercial card roles, including digital card management, mobile, loyalty & prepaid, and consultative services. These positions were focused both on domestic and international clients.
Steve Williams, principal, Cornerstone Advisors, Inc.
Williams heads up Cornerstone Advisors’ industry-leading Strategic Planning and Facilitation practice and is actively involved in many of Cornerstone’s Technology Planning and performance improvement engagements. Williams has assisted hundreds of credit unions and banks in their efforts to become highly efficient, top performing financial institutions. An experienced private banker with a formal commercial and consumer credit background, Williams’ more than 25 years of industry experience have provided him a deep working knowledge of bank operations and delivery systems, particularly in lending processes. He is an experienced facilitator for management retreats and board planning sessions, and is in great demand as a speaker at industry conferences.
Williams is a contributing author for numerous industry publications, including GonzoBanker, Cornerstone’s blog; BAI Banking Strategies; Credit Union Management magazine; and The Cornerstone Report, Cornerstone’s series of benchmarking and best practices studies for both credit unions and mid-size banks.
Meet Your Coaches
Dr. Michael Hudson, president, Credit Union Strategy
Hudson has spent the past decade speaking for virtually every credit union league and trade association in the United States. Hudson facilitates strategic planning processes, leadership retreats and culture interventions for credit unions across the country. He helps business leaders make strategy practical by showing them how to develop new ideas, and providing them with applicable actions plan to produce measurable results.
DeeDee Myers, CEO, DDJ Myers, Ltd.
DeeDee Myers leads a top tier consulting and coaching organization that facilitates leadership development in organizations, evolving boards into high performers, and taking strategic planning into effective action. She is a known subject matter expert on succession planning, leadership development and transformative change.
Through the Advancing Leadership Institute, which Myers co-founded, she works with executives and managers so they live in their potential and, in doing so, show up as a more valuable offer to their organization and community. Myers also leads a thriving recruitment practice, started in 1989 with emphasis on market risk management and asset/liability management supports.
Peter Myers, vice president, DDJ Myers, Ltd.
Peter Myers leads individuals and teams in moving forward in their personal and organizational goals through recruitment, retention and executive leadership coaching practices. On a daily basis, Myers works with senior management in the financial services industry to build and further develop their leadership and strategic teams by bringing out the true power within themselves and integrating it into the professional and business world.
Myers is a graduate from Arizona State University with a B.A. in Sociology and minor in Spanish. He earned his Somatic Leadership Coach Certification from the Strozzi Institute and is currently a teacher at the institute for two of their classes including the Young Men’s School of Embodied Leadership. Myers is also certified in the BarOn EQ-i (Emotional Intelligence Inventory).
Stacy Weitzner, visual collaborator and graphic recorder, Sunni Brown, Ink.
Biography coming soon!
Speakers subject to change
Total savings for purchasing as a bundle: