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November 08 - 11, 2015
Omni Scottsdale Resort & Spa at Montelucia
Brett King, CEO/founder, Moven; speaker; disruptor; author; host of “Breaking Bank$” radio show; industry thought leader
The Big Shift: How Customer Behavior & Technology is Changing the Future of Financial Services
Brett King is a global bestselling author, futurist, the host of the "Breaking Banks” radio show on Voice America, and the founder of the start-up Moven.
King was voted as American Banker's Innovator of the Year in 2012, and was nominated by Bank Innovation as one of the Top 10 "coolest brands in banking". King’s latest book is Breaking Banks. His previous book, BANK 3.0, published in 2012, is available in eight languages, and has been topping the charts in the US, UK, China, Canada, Germany, Japan and France.
King has been featured on Fox News, CNBC, Bloomberg, BBC, Financial Times, Economist, ABA Journal, Bank Technology News, Asian Banker Journal, The Banker, and Wired magazine. He contributes regularly as a blogger to Huffington Post.
As an industry thought leader, King has delivered keynotes at conferences in more than 40 countries for organizations like Google, Forbes, Oracle, The Economist, SAS, SWIFT, Bloomberg, American Banker, ABA, Informa, World Council of Credit Unions, and others.
He has served as an international judge for The Asian Banker Retail Banking Excellence Awards, the GSMA Global Mobile Awards, the Middle East Business Achievement and Retail Banking Awards.
David Marquet, leadership and innovation expert, author, Turn The Ship Around
Creating Leadership and Engagement at Every Level
Captain David Marquet imagines a work place where everyone engages and contributes their full intellectual capacity, a place where people are healthier and happier because they have more control over their work--a place where everyone is a leader.
A 1981 U.S. Naval Academy graduate, Captain Marquet served in the U.S. submarine force for 28 years. After being assigned to command the nuclear powered submarine USS Santa Fe--then ranked last in retention and operational standing--he realized the traditional leadership approach of "take control, give orders," wouldn’t work. He “turned his ship around” by treating the crew as leaders, not followers, and giving control, not taking control. This approach took the Santa Fe from “worst to first,” achieving the highest retention and operational standings in the navy.
After Captain Marquet's departure from the ship, the Santa Fe continued to win awards and promoted a disproportionate number of officers and enlisted men to positions of increased responsibility, including ten subsequent submarine captains. Further, having been on the ship, Stephen R. Covey said it was the most empowering organization he’d ever seen and wrote about Captain Marquet’s leadership practices in his book, The 8th Habit.
Captain Marquet is the author of Turn the Ship Around! A True Story of Turning Followers Into Leaders. Fortune magazine called the book the "best how-to manual anywhere for managers on delegating, training, and driving flawless execution."
Captain Marquet retired from the Navy in 2009, and speaks to those who want to create empowering work environments that release the passion, initiative, and intellect of each person. His bold and highly effective framework is summarized as “give control, create leaders.”
He is a life member of the Council on Foreign Relations, and in 2015 was named to the American Management Association's "Leaders to Watch" list.
Kelly McDonald, business trends and marketing expert
How to Grow Business with Members and Prospects Not Like You
Kelly McDonald is considered one of the nation’s top experts in marketing and consumer trends.
Her client experience includes brands such as Toyota, Kimberly-Clark, Nike, Harley-Davidson, Miller-Coors, and Sherwin-Williams.
McDonald was named #1 on the list of “26 Hot Speakers” by Successful Meetings Magazine. Advertising Age has twice named her company one of the top ad agencies in the U.S.
She has been featured on CNBC, in Forbes, Bloomberg BusinessWeek, Fast Company, on CNNMoney.com and on Sirius/XM Radio.
She is the author of two bestselling books. Her first, How to Market to People Not Like You, was #7 on the list of Bestselling Business Books of 2011 and her latest book, Crafting the Customer Experience for People Not Like You, was #5 on the bestseller list for 2013.
McDonald was named one of the “10 Most Booked Speakers in 2014.”
Susan Geear, VP/Innovative Leadership and Education, DDJ Myers, Ltd.
Susan Geear is DDJ Myers’ Vice President of Innovative Leadership and Education, and is an international coach, consultant, and social justice advocate, committed to partnering with leaders to support personal, social, and organizational change. She works with multinational corporations, financial institutions, non-profits, and NGO’s fostering a commitment towards global citizenship, social consciousness, and personal responsibility. Her clientele spans over 32 countries which has provided her the opportunity to travel and experience the diversity of cultures and traditions of Eastern Africa, Istanbul, Dubai and Cebu. This rich cultural awareness supports her ability to bridge global communities by cultivating new pathways towards understanding and compassion.
Integrating the value of collaboration with her entrepreneurial, leadership, and managerial experience, Susan’s coaching results in purposeful action and sustainable change. Known for listening deeply, inquiring powerfully, and assessing integrally she is a partner for developing leadership presence and capacity. Clients speak to her uncanny ability to quickly build rapport, to provide evocative assessments and to incite action.
Susan brings over 20 years of business and technology experience which ranges from independent ventures as an entrepreneur and consultant, to organizational work with the California Teachers Association. She has also served as Co-Director of the Global Women’s Leadership Network (GWLN) and now serves as a leader, faculty and coach in support of GWLN’s Global Leaders for Justice and Women Leaders for the World programs.
Susan is certified as a Somatic Coach and Associate through the Strozzi Institute and as an Executive and Organizational Coach through the Hudson Institute. She also holds a BS in Business Management.
Susan has also dedicated herself as an endurance athlete and has completed numerous marathons, half marathons, and triathlons in support of cancer research. She is an avid supporter of local and international causes.
DeeDee Myers, Ph.D., 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.
Myers is a frequent speaker, facilitator and published author on leadership and management development. The coaching and consulting team she assembled has created and facilitated leadership plans and programs in the United States and international markets through community programs or within structured organizations. The Women’s Leadership Advance, a pinnacle leadership program for women, was pioneered by Myers and was featured in a Land Rover publication.
Her undergraduate degree, with honors, was earned from Arizona State University with studies in international business and Russian language and culture. She received her Master Somatic Coach certification from Strozzi Institute, is a certified in organizational dDevelopment from Linkage, Inc., and is certified leadership coach from Hudson Institute with emphasis on succession planning. In her past she established international business operations in Southeast Asia and the United Kingdom.
Peter Myers, PCC, MSC, 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 speaks nationally on leadership, succession planning and board/management relationship building. He is a contributing author to Bushido Business: The Art of the Modern Professional as well as CUNA’s 2013 whitepaper, Evaluating and Developing Competencies: Creating Customized Models for Employees. Myers is also certified in the BarOn EQ-i (Emotional Intelligence Inventory).
Third generation in this industry, Myers’ formal education, evidenced based coaching and somatic coaching certifications, combined with his extensive world travels and his exposure to the financial services industry, help him create vision and opportunities for organizations seeking to reach their next level of success and commitment.
Ancin Cooley, CIA, CISA, founder and principal, Synergy Credit Union Consulting, Inc.
Setting Your Credit Union’s Risk Appetite
Ancin Cooley is the founder and principal of Synergy Credit Union Consulting, Inc., the advisory firm financial institutions trust to optimize their risk management processes and business performance. Through Synergy, Cooley provides a suite of risk management services, including loan reviews, information technology audits, internal audits, directors’ exams, and regulatory compliance reviews.
Cooley brings deep, first-hand experience gained from working for the office of the comptroller of the currency (OCC) as an examiner. During his tenure at the OCC, he performed safety and soundness examinations at community and mid-size banks ranging from $100 million to $8 billion dollars in total assets. After leaving the OCC, Cooley worked for a regional accounting firm where he led loan reviews and internal audits.
John DeLoach, attorney and compliance expert, Williams, Gautier, Gwynn, DeLoach & Sorenson, P.A.
How to Tame the Lions without Becoming Lunch – Best Practices for Exams, DORs and LUAs
DeLoach earned both his bachelor of arts degree, magna cum laude, Phi Beta Kappa, in 1990 and his juris doctorate, high honors, in 1994 from The Florida State University. He has conducted seminars on credit union law and operations and, in particular, the various regulatory compliance issues which face credit unions. DeLoach’s practice focuses on credit union regulatory compliance, operations and transactions.
James Devine, chairman & CEO, Hipereon, Inc.
Member Business Services – A Strategic Focus
Prior to joining Hipereon, Devine served as senior consultant with Moss Adams Advisory Services, a division of Moss Adams, LLP, the largest accounting and consulting firm headquartered on the west coast. Devine specialized in the credit delivery processes of financial institutions and the financial management of small businesses.
Devine has also been CEO of two manufacturing businesses, and served ten years with Seattle First National Bank as vice president and manager of the bank’s trust business management and business advisory services departments. He was a faculty member of the National Graduate Trust School at Northwestern University, the Graduate School of Banking at the University of Wisconsin, and for the past 19 years has coordinated the business banking curriculum at the prestigious Stonier Graduate School of Banking at the University of Pennsylvania. Devine co-authored Risk Management Associates’ Understanding Your Small Business Customer training series. He has trained thousands of commercial lenders, business owners and accountants throughout the world.
Devine has been a featured speaker at conferences sponsored by numerous national banking organizations, business groups, and trade associations. He holds a BA in business administration from the University of Montana and an MBA from Southern Illinois University. He is a member of Beta Gamma Sigma, a national scholastic honorary society for business school graduates.
Mike Rustici, President, Watershed LRS; Co-Founder, Rustici Software
Making smarter decisions: How learning impacts outcomes
In 2002, Mike started Rustici Software, the world leader in e-learning specifications. Under Mike’s guidance, Rustici Software wrote the first draft of the Tin Can API (xAPI) and invented the concept of a Learning Record Store (LRS)— enabling a huge wave of innovation and disruption in the world of L&D.
In 2013, Mike delivered on the promise of Tin Can with the creation of Watershed, the flagship LRS that bridges the gap between training and performance. Watershed provides targeted measurements at the program level so that organizations can make smarter decisions about how they spend their money. Working with organizations like Google, AT&T, YUM! Brands, and more, Mike’s companies have been awarded Silver and Gold Brandon Hall Group Excellence Awards for Best Learning Technology Implementations.
Sandra McDowell, MA, CEC, PCC, VP of communications & culture, First Credit Union, British Columbia, Canada
Neuroleadership : Understanding Leadership and the Brain
McDowell has extensive communication, executive coaching, marketing, and leadership experience. She has studied marketing, attained a master’s in leadership, received a Certified Executive Coach (PCC) designation, and achieved a certificate in Neuroleadership.
McDowell advocates that leadership is everyone’s responsibility, and has taken her passion online by developing the ‘eLeadership Academy’ to support the development of high-performance leaders. McDowell believes emotional intelligence, learning agility, and using a coach approach are the ‘triple threat’ competencies of high-performance leaders.
As VP of communications & culture for First Credit Union, she has been the driving force behind a leadership and coaching culture that has resulted in increased engagement and leadership capacity. McDowell is a past recipient of the Credit Union Central of Canada’s National Young Leaders Award, and a World Council of Credit Union’s Young Leader Award.
Terence Roche, principal, Cornerstone Advisors
Topic Coming Soon
A co-founder of Cornerstone Advisors, Terence Roche brings to the firm more than 35 years of experience in bank operations and consulting. Roche has directly managed more than fifty system selection processes and written numerous technology plans. He has directed several organizational assessments and process redesign engagements, and he has performed assessments of corporate and functional job titles and incentive plans. He frequently works with boards on governance issues.
Roche has been invited to speak before various industry conferences. He taught at banking schools for the Bank Administration Institute and America’s Community Bankers and served as a faculty member at the University of Wisconsin Graduate School of Banking and the CUES Management Institute. Roche is a contributing author for numerous industry publications, including GonzoBanker, Cornerstone’s blog, and The Cornerstone Report, Cornerstone’s series of benchmarking and best practices studies for both mid-size banks and credit unions.
Roche holds a bachelor of arts degree from the University of California at Berkeley.
Tansley Stearns, chief impact officer, Filene Research Institute
It’s Gotta be You! Becoming Top of Wallet
As Filene Research Institute’s chief impact officer, Tansley Stearns moves the best of Filene’s research and innovation into action. With more than 17 years of credit union leadership experience across a variety of functional areas, she knows how to help an organization move ideas forward to drive business results. She has a passion for learning, creating, and executing.
In her previous roles at credit unions she was responsible for developing and implementing strategy and leading and driving business with all frontline teams including the call center, branches, lending, training, compliance, marketing, and business development. Stearns has been a key member of the guiding coalition at two credit unions, helping to build and develop sales and service cultures. She also helped her credit union win first place in both the Dora Maxwell and Louise Herring awards.
Stearns was one of the original credit union professionals chosen to be a participant in Filene’s i3 innovation program. In her three years with i3, she worked with other credit union executives to create innovative projects including SmartScore, Decision Point, and Debt in Focus. Credit Union Times named her a Trailblazer 40 Below in 2013.
Stearns earned her BA dual degree in psychology and English at the University of Michigan. She is a CUES Certified Marketing Executive and Certified Senior Executive. She also is an alumni emeritus of Michael Neill and Associates. When not actively executing new ideas,
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