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June 20 - 23, 2015
Moon Palace Golf & Spa Resort
Matt Davis, CUDE, Co-Founder, 6th Story
Matt Davis is known as one of the most creative, passionate, and unique presenters in the credit union and cooperative worlds. His interest and experience in marketing, innovation, and technology come through in every presentation, but it's his enthusiasm for the promise of cooperatives that truly sets him apart.
Davis cut his credit union teeth at the $250 million Members Credit Union in Winston-Salem, N.C., and has spent the past nine years learning from, creating, inspiring, and implementing credit union innovation. He has been featured in Fast Company, Bloomberg Businessweek, Yahoo! Finance, Bankrate.com, and other national and international media. He was named one of the Triad Business Journal’s 40 Business Leaders Under 40 (NC), a member of Filene’s 30 Under 30 group, Credit Union Magazine's "Credit Union Rock Stars," and the Credit Union Times' Trailblazers 40 Below. Davis is the creator of The Credit Union Warrior blog, and the co-founder of cuwatercooler.com.
Sam Kilmer, Senior Director, Cornerstone Advisors, Inc.
With over 20 years’ experience in the financial services industry, Sam Kilmer manages selected strategic planning engagements at Cornerstone Advisors. Sam designed and delivered curriculum for national conferences including those from Risk Management Association (RMA), BAI, ICBA, CUES and CUNA. Before joining Cornerstone, Kilmer was VP of market development at risk management solutions provider Harland Financial Solutions, where he was responsible for strategic planning, alliances, and industry research. Prior to Harland, Kilmer was a manager at two different financial institutions.
Soren Kaplan, Founder, InnovationPoint and author, Leapfrogging
Soren Kaplan is a leading expert in business innovation. He works with companies which include Disney, PayPal, Red Bull, PepsiCo, Colgate-Palmolive, Medtronic, and numerous other global firms.
Kaplan previously led the innovation group at Hewlett-Packard during the roaring 1990’s and was a co-founder of iCohere, one of the first web collaboration platforms. He is an adjunct professor within the Imagineering Academy at Breda University of Applied Sciences in the Netherlands and has been profiled by FastCompany, Forbes, CNBC, National Public Radio, and the American Management Association, among many others.
Deedee Myers, MSC, MA, PCC, Ph.D., CEO, DDJ Myers
As CEO of DDJ Myers, Ltd. and co-founder of the Advancing Leadership Institute, 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, 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. Myers also leads a thriving recruitment practice, started in 1989 with emphasis on market risk management and asset/liability management supports.
Peter Myers, MSC, PCC, Vice President, DDJ Myers, Ltd.
As vice president of DDJ Myers, Peter Myers assists individuals and teams move 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.
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