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December 06 - 09, 2015
Walt Disney World Swan and Dolphin
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Peter Sheahan, founder and CEO, ChangeLabs
As highly successful entrepreneur, Sheahan inspires innovative business thinking and creates lasting behavioral change. In just three years, he built a multi-million dollar consulting practice as the CEO of ChangeLabs, attracting clients such as Apple, Goldman Sachs, Microsoft, Hyundai, IBM, Pfizer, Wells Fargo and Cardinal Health. Sheahan is the author of six books, including the international bestsellers Fl!p and Generation Y. His latest book, Making It Happen, unpacks insights on the execution of ideas through focused business growth, understanding buying behavior, and compelling market positioning. He is a regular presenter on Fox Business, has appeared on ABC and the BBC, and was a featured expert in a five-part CNBC series on innovation. In 2012, Sheahan was inducted into the National Speakers Association Hall of Fame, receiving the lifetime award for speaking excellence. He has delivered more than 2000 presentations to over 300,000 people in 15 different countries. In 2006, he was voted the National Speakers Association’s Keynote Speaker of the Year, and has since been named one of the 25 Hottest New Speakers in America, and one of the 25 Most Influential Speakers in the industry.
John M. Tippets, former CEO, American Airlines Federal Credit Union and author
Tippets has been active in the credit union community for more than 30 years. He was the President/CEO of the American Airlines Federal Credit Union from 1991 until his retirement in 2008, a conclusion of a 42-year career association with American Airlines. Tippets subsequently served as the President/CEO of the North Island Credit Union. Tippets has been a frequent speaker and panelist at trade association and other credit union events and conferences across the country. HE served as a member of the Federal Reserve Board Thrift Institutions Advisory Council, Fannie Mae's National Advisory Council, the National Association of Federal Credit Unions Board of Directors and the Pulse Network Board of Directors, and was a founding Advisory Board member for the Aspen Institute's Initiative for Financial Security. Tippets is the author of Hearts of Courage, a true account about his father’s survival of an Alaska airplane crash in January 1943.
The Honorable Debbie Matz, chairman, National Credit Union Administration (NCUA)
Matz was nominated by President Barack Obama to serve as the eighth board chair of the National Credit Union Administration (NCUA), assuming the position in August 2009 following her confirmation by the U.S. In this capacity, she is the spokesperson for the agency and oversees the regulation of federal credit unions and the administration of the federal insurance fund covering approximately 7,400 credit unions with over $900 billion in assets. Matz also serves as Chair of the Federal Financial Institutions Examination Council. Prior to becoming NCUA board chair, Matz served on President Obama’s Economic Transition Team. Matz was appointed by President Bill Clinton to serve in the U.S. Department of Agriculture from 1993 to 2001as deputy assistant secretary for administration. Previously, she served as an economist with the Congressional Joint Economic Committee and as a legislative assistant to Congressman Peter Peyser (R-NY). Matz is no stranger to the NCUA and credit unions. She was a NCUA board member from 2002-2005 and was the president/COO of a federal credit union serving 90,000 members from 2006-2008.
Anirban Basu, chairman and CEO, Sage Policy Group, Inc.
Anirban Basu is chairman and CEO of Sage Policy Group, Inc., an economic and policy consulting firm in Baltimore, Maryland. The firm provides strategic analytical services to energy suppliers, law firms, medical systems, government agencies, and real estate developers among others. He was recently appointed him Chair of the Maryland Economic Development Commission. He serves as chairman of the Baltimore County Economic Advisory Committee and economic advisor to the Baltimore-Washington Corridor Chamber of Commerce. In addition, he is the chief economist to Associated Builders and Contractors and chief economic advisor to the Construction Financial Management Association.
Basu currently lectures at Johns Hopkins University in Global Strategy. He has also taught international economics, urban economics, micro- and macroeconomics at Hopkins.
Alison Levine, adventurer and author
Levine served as the team captain of the first American Women's Everest Expedition, scaled the highest peak on every continent, and skied to both the North and South Poles. This accomplishment is known as the Adventure Grand Slam, a feat that fewer than forty people in the world have achieved. Levine spent four years as an adjunct professor at the United States Military Academy at West Point in the Department of Behavioral Sciences & Leadership. She is an advisor to the Thayer Leader Development Group at West Point and is on the board of the Coach K Center on Leadership and Ethics at Duke University. She is the founder of the Climb High Foundation, which trains jobless women in western Uganda to work as trekking guides in the Rwenzori Mountains. She is one of few who have presented at the World Economic Forum in Switzerland. In her best-selling book, On the Edge: The Art of High Impact Leadership, Levine shares lessons learned from various extreme environments to help businesses and leaders reach their full potential
Michael Daigneault, CEO and co-founder, Quantum Governance L3C
As the CEO of Quantum Governance, Daigneault brings more than 30 years of experience as a thought-provoking consultant, dynamic speaker and an engaging retreat facilitator. With over 40 percent of Quantum Governance’s clients representing credit unions, the organization fields more engagements in the credit union community than in any other. He is a Certified Credit Union Director and has served as an Executive in Residence at the Rotman School of Business program for credit union leaders focused on credit union governance. Daigneault is a nationally recognized conference speaker, having presented for organizations that include: Board Source, The Conference Board, CUES, the Ethics Officers Association and Independent Sector, among others. He is an expert on topics such as governance, ethics and strategic planning and has published articles on these topics for a variety of trade journals and magazines, including: Association Management, The Audit Report, BoardMember Magazine, Catalyst, CU Magazine, CU Update and Executive Update, to name a few. He has recently been appointed a regular governance columnist for CU Magazine.
Scott Albraccio, sales specialist manager, Executive Benefits Program, CUNA Mutual Group
In the role of sales specialist manager of Executive Benefits for CUNA Mutual Group, Albraccio manages sales specialists and coordinates their efforts to deliver solutions for deferred compensation programs and Total Benefit Pre-Funding solutions for credit unions and their senior level executives to help recruit, retain and reward key executives.
He brings product expertise, deep credit union knowledge and sales management experience to his role as sales specialist manager. Albraccio officially joined CUNA Mutual Group in 2000 when CUNA Mutual Group purchased League Insurance Agency, which was a wholly-owned subsidiary of the Connecticut Credit Union League. From 1989 to 2000, Scott served as vice president of Marketing for League Insurance Agency. Prior to 1989, he spent a number of years as an insurance broker for businesses on employee benefits and pension planning programs. Albraccio is a registered representative and holds securities and health licenses.
Richard Crone, CEO and founder, Crone Consulting LLC
Crone leads Crone Consulting LLC, helping retailers, billers, financial institutions, payment networks, processors, start-ups and investors transform payments from a cost of business to revenue-producing new lines of business. In his 32-year career in financial services, he has focused on harnessing the technological innovations that have shaped the industry, from the introductions of ATMs, home banking, Internet commerce, and electronic bill presentment and payment, to today’s mobile banking and payment developments. Crone has helped define the mobile commerce strategy for leading retailers, financial institutions, wireless carriers, payment processors, large recurring billers, card issuers, device manufacturers and technology start-ups. Crone Consulting has performed due diligence on many of the largest M&A deals and tier-one venture-backed investments in online alternative payments and the mobile commerce arena. Deep knowledge of this emerging market is due to their ongoing, extensive primary research of more than 100+ different mobile financial service options deployed both domestically and abroad. Additionally, Crone Consulting closely monitors another 40+ companies concentrating in the so-called alternative payments space.
Heidi Liebenguth, managing partner & research director, Crone Consulting, LLC
Steve Williams, principal, Cornerstone Advisors, Inc.
As a co-founder of Cornerstone Advisors, Williams heads up the firm’s industry-leading Strategic Planning and Facilitation practice and is actively involved in many of Cornerstone’s Technology Planning and Performance Improvement engagements. He has assisted hundreds of banks and credit unions in their efforts to become highly efficient, top performing financial institutions. An experienced private banker with a formal commercial and consumer credit background, his more than 25 years of experience in the financial services and consulting industries have provided him a deep working knowledge of bank operations and delivery systems, particularly in lending processes. Williams is an experienced facilitator for management retreats and board planning sessions and is in great demand as a speaker at industry conferences and seminars.
Sean McDonald, president, Your Full Potential, LLC
McDonald is the President of Your Full Potential, LLC and the Founder of ABSURD! Leadership. He is a highly regarded speaker at national and international conferences for the credit union industry at which he has addressed thousands of credit union executives, directors, and employees. His clients include Credit Union National Association, CUNA CPD, CUNA Councils, CUES, NAFCU, NCUA, the World Council of Credit Unions, and CU Conferences, Inc. McDonald has presented for several credit union leagues and associations both in the United States and internationally and has also conducted strategic planning, consulting, and training sessions for dozens of individual credit unions throughout the country. His writings on professional and personal growth have been published in a variety of newspapers, trade magazines, and industry publications. He has been interviewed and featured in Credit Union Times, Credit Union Journal, CU Insight, and others. His book, Stop Complaining! Start Growing! Lessons on Growing Your Business & Career focuses on professional and personal growth tactics.
Ron Galloway, columnist and filmmaker
Galloway is an author and filmmaker. He researches outlier businesses and the qualities that make them great, as well as the disruptive and unintended effects of new technologies in finance and healthcare. He directed the controversial business documentary Why WalMart Works, which received global attention and was the first film to ever have its premiere in the U.S. Capitol Building in Washington, DC. He is the author of Rethinking PowerPoint and Ambient Intelligence and the upcoming documentary The Future of Money.
He has been featured on CNN, CNBC, MSNBC, BBC and ABC World News Tonight. Print coverage includes the NY Times, Wall Street Journal, and New Yorker. He was the subject of a segment on Jon Stewart’s Daily Show, and is a business columnist for The Huffington Post.
Deedee Myers, CEO, DDJ Myers, Ltd.
Myers is founder and CEO of DDJ Myers, Ltd. and co-founder of the Advancing Leadership Institute. In this capacity, Myers 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. She 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. She recently contributed to CUES Succession Planning Essentials, a publication detailing best practices in succession planning with models and sample plans and templates, and is co-authoring The Seasons of Change based on the core module for the Advancing Leadership Institute.
Peter Myers, Vice President, DDJ Myers, Ltd.
Myers is Vice President of DDJ Myers and leads teams and individuals in moving forward in their organization and personal goals through recruitment, retention, strategic planning, succession planning, organizational and board assessment, and executive leadership coaching practices. On a daily basis, he works with senior management teams and boards 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 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.
David Braun, CEO, Capstone Strategic, Inc.
Braun is the Founder and CEO of Capstone, a strategic growth advisory firm, and author of Successful Acquisitions: A Proven Plan for Strategic Growth. He has over 20 years’ experience helping companies grow in a wide variety of industries, including the credit union industry. Since 1993, David has educated over 40,000 senior executives and financial professionals on the subject of M&A. His expert insights can be found on Fox Business News, CBS MoneyWatch, the Financial Times and CNNMoney. David brings a unique perspective, having successfully facilitated deals in the credit union space and for companies in other industries.
Sean McDonald, president, Your Full Potential, LLC
Tim Quinn, president, Success From The Inside Out
Quinn is the president of Success From The Inside Out. As owner of Quinn & Company, a marketing and promotions agency, he served a wide spectrum of clients from Ford Motor Company to Disney. Specializing in event management and internal promotions, clients often utilized his presentation skills for training their staff and launching new campaigns. This led to the creation of Success From The Inside Out in 1990. Today, he speaks internationally to clients regarding leadership, sales training, customer service, communication skills, team building, time management, disarming stress, motivation, image, ethics, personal development and the importance of humor. For more than a decade Quinn has been presenting programs in the credit union industry on subjects such as New Opportunities to Increase Membership, The Bank Secrecy Act, Responsibilities of a CU Director, Building New Leadership, Protecting Our Members From Fraud and Groundwork for Strategic Planning.
Rory Rowland, president and founder, Rowland Consulting
Rowland is a business consultant and dynamic seminar leader specializing in programs for financial institutions and banks on lending, technology, leadership and communications skills. Rory Rowland is a “been there, done that” speaker who shares his experience in turning around a failing financial institution. Within two years, it rocketed from a bottom 10 percentile performer to achieve the recognition of a Top 10 performer in the state of Missouri. Rowland’s speaking and consulting topics include defining great leadership, listening for results, the keys to being a top performer and the power of focus. His proven methods have been collected through interviews with hundreds of top performers and research on Top 100 financial institutions.
Tom Glatt, Jr., founder/consultant, Glatt Consulting
Tom Glatt, Jr. is the founder of Glatt Consulting, a credit union consulting ﬁrm specializing in distinctive strategy consulting for credit union boards and management teams. He has more than 20 years of strategy consulting experience in the credit union community. His primary consulting focus is working with clients to develop corporate and associated execution and budgeting strategies. Tom also created and developed the Credit Union Industry HealthScore, is a highly regarded ﬁnancial performance score that reflects the ﬁnancial health of US-based credit unions. Glatt Consulting, individual credit unions, and media professionals alike use the HealthScore to track, report on, and respond to industry-wide trends affecting credit union health.
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