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CUES Speakers Bureau Directory

Need a dynamic speaker for your next event? Simplify your search by finding presentations by topic, presentation length, and more.



Page 1 of 2

Advisors Plus

Arnie Goldberg, Vice President

580 Carillon Parkway
St. Petersburg, Florida 33716

727.299.2535

 Advisors Plus

SPEAKER AND PRESENTATION INFORMATION

  1. Michelle H. Hillenbrand-Whale, Director of Marketing & Branch Sales
    Expenses/Fees: Upon Request
    • “Branch Out! Helping Your Branch Staff Take a Campaign from Good to Great”
      Product/Service Category: Marketing Services
      Length of Presentation: 30 minutes + Q &A
    • “Mirror, Mirror: Using Predictive Analytics to Forecast Your Marketing Success”
      Product/Service Category: Marketing Services
      Length of Presentation: 30 minutes + Q &A
  2. Thomas A. Chandler, Managing Partner & Business Strategy
    Expenses/Fees: Upon Request
    • “Profit Prophecy—Understanding Your Portfolio’s Potential”
      Product/Service Category: Strategic Planning
      Length of Presentation: 30 minutes + Q &A
    • “Building Your Credit Union’s Dream Team for Sizzling Growth”
      Product/Service Category: Strategic Planning
      Length of Presentation: 30 minutes + Q &A
  3. Frank A. Kovach, Director of Contact Center and Operations Consulting
    Expenses/Fees: Upon Request
    • “Calls to Action: Moving Your Contact Center from Service to Sales”
      Product/Service Category: Call Centers
      Length of Presentation: 30 minutes + Q &A
    • “Answering the Call for Excellence in Your Contact Center”
      Product/Service Category: Call Centers
      Length of Presentation: 30 minutes + Q &A
  4. Christopher D. Joy, Director, Credit Consulting
    Expenses/Fees: Upon Request
    • “The Joy of Affinity Credit Cards”
      Product/Service Category: Credit Card Services
      Length of Presentation: 30 minutes + Q &A
    • “The Joy of Affinity Credit Cards”
      Product/Service Category: Credit Card Services
      Length of Presentation: 30 minutes + Q &A
  5. Kari Anne Arnosk, Director of Debit Consulting
    Expenses/Fees: Upon Request
    • “Checks and Balances: Guiding and Energizing Your Checking Product Strategy”
      Product/Service Category: Debit Card Services
      Length of Presentation: 30 minutes + Q &A
    • “Branding? Check! Using Online Marketing to Enhance Debit Marketing”
      Product/Service Category: Debit Card Services
      Length of Presentation: 30 minutes + Q &A
  6. Norman C. Patrick, Jr., Director of Debit Consulting
    Expenses/Fees: Upon Request
    • “Swiping Profits? Debit Life after Durbin“
      Product/Service Category: Debit Card Services
      Length of Presentation: 30 minutes + Q &A
    • “Profits on the Move: What Mobile Banking Means to Your Bottom Line”
      Product/Service Category: Debit Card Services
      Length of Presentation: 30 minutes + Q &A

Bancography

Laura Levie, Marketing Director

1827 First Ave. N
Suite 200
Birmingham, Alabama 35203

205.251.3227

SPEAKER AND PRESENTATION INFORMATION

  1. 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
  2. Steven Reider, President (205.251.3227)
    Expenses: Reimbursement of Travel
    • "Transaction to Interaction: The Role of the Branch in an Age of Automated Banking"
      Length of Presentation: 60-90 minutes
    • "Branch Performance Benchmarks"
      Length of Presentation: 60-90 minutes
    • "Efficient Branch Design: Expanding the Branch Network Without Going Broke"
      Length of Presentation: 60-90 minutes

BFB Gallagher

Liz Santos, Area VP/Marketing/Business Development

4600 Park Road
#200
Charlotte, North Carolina 28209

877.332.2265

 BFB Gallagher

SPEAKER AND PRESENTATION INFORMATION

  1. Chris Burns-Fazzi, Principal
    Expenses: N/A
    • "Empowering Women and Communities through the BFB Foundation"
      Length of Presentation: 30-60 minutes
    • "Otherwise Impermissible - Investments under 701.19 - Current Issues and Expected NCUA Guidance"
      Length of Presentation: 60 minutes
    • “Ins and Outs of Split Dollar Plans for Executive Benefits”
      Length of Presentation: 60 minutes
    • "Compensation Comparison for Women Credit Union Executives”
      Length of Presentation: 60 minutes
    • “Choosing an Insurance Carrier”
      Length of Presentation: 60 minutes
  2. Tom Telford, EVP (888.494.8911)
    Expenses: N/A
    • "Retirement Rewards for the Credit Union CEO"
      Length of Presentation: 60 minutes
    • "Navigating the Regulatory Maze with Executive Benefits"
      Length of Presentation: 30-60 minutes
    • “Using Otherwise Impermissible Investments to Offset Benefit Costs”
      Length of Presentation: 60 minutes
    • “Survey Results: 2014 Executive Compensation and Benefits Study”
      Length of Presentation: 60 minutes
    • “Best Practices for Executive Compensation and Benefits”
      Length of Presentation: 60 minutes
    • “Benefit Liability Management: Mitigating Expenses”
      Length of Presentation: 60 minutes
  3. Rick Brock, President/CEO 
    Expenses: N/A
    • "Attract, Retain, and Reward the Key People who Drive the Success of Your Credit Union"
      Length of Presentation: 30-60 minutes
    • "Executive Compensation: How to Maximize Recruitment, Retention, and Rewards within NCUA Rules"
      Length of Presentation: 60 minutes
    • “How to Save Your CEO's Retirement Plan”
      Length of Presentation: 60 minutes
    • “Executive Benefit Overview: Strategies to Recruit, Retain, and Reward”
      Length of Presentation: 60

Bluepoint Solutions, Inc.

Alissa Fry-Harris, Director of Marketing

2560 Anthem Village Drive
#200
Henderson, Nevada 89052

760.410.9000 x340

SPEAKER AND PRESENTATION INFORMATION

  1. 1. Andrew Tilbury, Chief Marketing Officer (760-410-9000 x315)
    Expenses: N/A
    • "Keys to Improving Teller Efficiency"
      Product/Service Category: Technology
      Length of Presentation: 45 minutes
    • "Best Practices for Reducing Check Losses"
      Product/Service Category: Security/Risk Management
      Length of Presentation: 60 minutes
    • "Leveraging Mobile Technology to Reach the Underbanked"
      Product/Service Category: Technology
      Length of Presentation: 45 minutes
    • "Enterprise Content Management for Regulatory Compliance"
      Product/Service Category: Technology
      Length of Presentation: 45 minutes
  2. Erin Coleman, Vice President (760-410-9000 x 316)
    Expenses: N/A
    • "Taming the Paper Jungle: How to Leverage Technology to Reduce Reliance on Paper Documents"
      Product/Service Category: Technology
      Length of Presentation: 45 minutes

BYM Agency

Kat Anstine, Chief Operating Officer

7260 W 135 St
Suite 100
Overland Park , Kansas 66223

913-541-1255

SPEAKER AND PRESENTATION INFORMATION

  1. Kat Anstine , COO Senior Corporate Account Executive
    Phone: 913.937.9407
    Fees or expenses: Negotiable
    • Create loyal fans with a cohesive and engaging content strategy
      Product/Service Category: Marketing
      Length of Presentation: 30 - 60 minutes
    • The secret to predictive marketing and making data-driven decisions
      Product/Service Category: Marketing
      Length of Presentation: 30 - 60 minutes
    • Strategic Planning
      Product/Service Category : Marketing Services
      Length of Presentation: 45 to 60 mins
    • Identity and Branding
      Product/Service Category: Marketing Services
      Length of Presentation: 45 to 60 mins
  2. Shaw Ketchem, Account Executive
    PH: 913-937-9408
    Fees or expenses:  Negotiable
    • Millennial Culture
      Product/Service Category: Marketing Services
      Length of Presentation: 45 to 60 mins
    • Value Add Structure
      Product/Service Category: Marketing Services
      Length of Presentation: 45 to 60 mins
    • Non-Linear Behavior Adaptation
      Product/Service Category:Marketing Services
      Length of Presentation: 45 to 60 mins
    • CSR, Community Involvement: A New Marketing Standard
      Product/Service Category:Marketing Services
      Length of Presentation: 45 to 60 mins

CEO Velocity

Scott Mcclymonds

6303 Persimmon St
Fayetteville, Arkansas 72704

479.263.0774

SPEAKER AND PRESENTATION INFORMATION

  1. Scott McClymonds, CEO
    Fee: Negotiable
    • Creating a High Velocity Credit Union for Maximum Member and Community Impact”
      Product/Service Category: Strategic Planning
      Length of Presentation: 1 hr. minimum
    • Using Analytics and Technology to Dramatically Increase 
      Product/Service Category: Customer Relationship Management
      Length of Presentation: 1 hr. minimum
    • "Six Ways to Maximize Executive Performance"
      Product/Service Category: Succession Planning
      Length of Presentation: 1 hour minimum
    • “Six Ways to Increase Profitability with People”
      Product/Service Category: Human Resources
      Length of Presentation: 1 hour minimum
    • “What Every CEO Needs to Know About Strategic Marketing”
      Product/Service Category: Marketing Services
      Length of Presentation: 1 hour minimum
    • “Finding and Eliminating Hidden Profitability”
      Product/Service Category: Strategic Planning
      Length of Presentation: 1 hour minimum

Credit Union Times

Sarah Snell Cooke

1301 Connecticut Ave. NW
Washington, Dist of Columbia 20759

202.370.4802

SPEAKER AND PRESENTATION INFORMATION

  1. Sarah Snell Cooke, Editor-in-Chief
    Expenses: Just basic expense coverage
    • "Making and Breaking the News
      Length of Presentation: up to 60 minutes

CU Insight

Randall Smith, Co-Founder/Publisher

511 Rhett St
Suite 1C
Greenville, South Carolina 29601

864.590.5511

 CU Insight

SPEAKER AND PRESENTATION INFORMATION

  1. Randall Smith, Co-Founder/Publisher
    Expenses: Negotiable
    • "Go Tell it On the Mountain: Every Credit Union has a Story to Tell"
      Length of Presentation: 45-90 minutes
    • "Public Relations: Old School Rules in the Digital Age"
      Length of Presentation: 60 minutes

CU Members Mortgage

Linda Clampitt, SVP

15455 Dallas Parkway
Suite 900
Addison, Texas 75001

800.607.3474 ext. 3225

 CU Members Mortgage

SPEAKER AND PRESENTATION INFORMATION

  1. Wallace Jones, VP/Training (800.607.3474 ext 3221)
    Expenses/Fees: Negotiable/Travel Expenses 
    • "Thriving in a Purchase Market"
      Product/Service Category: Loan Originators
      Length of Presentation: 75 minutes
    • "CFPB’s RESPA TILA Rule effective August 1, 2015 CFPB RESPA/TILA rule"
      Product/Service Category: Loan Originators
      Length of Presentation: 60 minutes
    • FHA Origination Basics
      Product/Service Category: Loan Originators
      Length of Presentation: 75 minutes
    • VA Origination Basics
      Product/Service Category: Loan Originators
      Length of Presentation: 75 minutes
    • The Importance of Offering Mortgage Loans to Your Members
      Product/Service Category: Upper Management
      Length of Presentation: 90 minutes
    • Risks and Benefits of Credit Unions Offering Non-QM Loans
      Product/Service Category: Loan Originators
      Length of Presentation: 60 minutes
    • Underwriting Red Flags”
      Product/Service Category: Loan Originators
      Length of Presentation: 60 minutes
    • Staying Out of Trouble in Today’s Mortgage Compliance Landscape”
      Product/Service Category: Loan Originators
      Length of Presentation: 60 minutes
    • Taking a Complete and Effective Loan Application”
      Product/Service Category: Loan Originators
      Length of Presentation: 1 hour+

CU24

Lauren Giannini, Marketing Coordinator

2252 Killearn Center Blvd
Suite 2A
Tallahassee, Florida 32309

850.701.2442

SPEAKER AND PRESENTATION INFORMATION

  1. Mansel Guerry, President & CEO
    Expenses/Fees: N/A
    • "Credit Unions & Trusted Partners"
      Product/Service Category: ATM/EFT/POS
      Length of Presentation: 20-30 minutes
    • "Technology Innovations for your Members"
      Product/Service Category: Mobile Banking
      Length of Presentation: 20-30 minutes

CUNA Mutual Group

Janet B. McDonald, CCUE, CUDE, Sr. Sales Market Manager

5910 Mineral Point Rd.
Madison, Wisconsin 53705

800.356.2644

 CUNA Mutual Group

SPEAKER AND PRESENTATION INFORMATION

CUNA Mutual Group has several subject matter experts and industry thought leaders that can present on numerous topics.

Expenses: Vary, and are negotiable

  • “Economic Update and Industry Trends”
  • “Recruitment and Succession Planning”
  • “Benefits Programs for Executive Teams”
  • “Total Benefits Pre-Funding Strategies”
  • “Serving Members through Non-Traditional Programs”
  • “Changing Demographics and Market Trends”
  • “Best Practices for Retirement Programs” and other retirement topics
  • “Lending Compliance”
  • “Mortgage Regulations”
  • “CFPB Regulations”
  • “Creating an Effective Sales Culture”
  • “Member Borrowing Experience”
  • “ Mobile Lending Trends “
  • “Social Media Marketing”
  • “Predictive Data Analytics”
  • “Financials for Non-Financial Individuals” and other financial topics
  • “Overcoming Loss through Data Breaches” and other CU protection topics
  • “Strategies for Maximizing Portfolio Returns”
  • “Industry Strategy and Leadership”

Currency Marketing

Nala Henkel, Sales/Marketing

12-8465 Harvard Pl
Chilliwack, British Columbia V2P 7Z5

877.230.1516

 Currency Marketing

SPEAKER AND PRESENTATION INFORMATION

  1. Tim McAlpine, President/Creative Director (604.793.8970)
    Expenses: Negotiable
    • "How to Build a Killer Integrated Marketing Campaign"
      Product/Service Category: Marketing
      Length of Presentation: 45-75 minutes
    • "What do Young People Want and Need"
      Product/Service Category: Marketing
      Length of Presentation: 45-75 minutes
  2. Sandy Pitkethly, Vice President Marketing
    Expenses/Fees: Negotiable
    • "Mom’s the Word. Marketing your Credit Union to Mom"
      Product/Service Category: Marketing
      Length of Presentation: 45-75 minutes
    • "Young, Free & SuperCharged"
      Product/Service Category: Marketing

      Length of Presentation: 45-75 minutes

D+H

Stacey Leone, Director/PR & Events

605 Crescent Executive Ct.
#600
Lake Mary, Florida 32746

800.989.9009

 D+H

SPEAKER AND PRESENTATION INFORMATION

  1. Tom Berdan, VP Product Management (407-804- 6571)
    Expenses: N/A
    • "Synchronizing Your Self-Service and ePayments Strategy"
      Product/Service Category: Payments
      Length of Presentation: 60 minutes
  2. Chris Fleischer, Market Research Manager (919- 629-2795)
    Expenses: N/A
    • "Here, There, Everywhere – The Rise of Omni-Channel Banking"
      Product/Service Category: Self-Service Channels
      Length of Presentation: 60 minutes
  3. Christopher Dye, Compliance Counsel (800-274-7280 X 2213)
    Expenses: N/A
    • "Navigating the Minefield of Social Media Risks – Examining the FFIEC Proposed Guidance and other Risk Mitigation Strategies"
      Product/Service Category: Risk Management
      Length of Presentation: 60 minutes
  4. Nigel Prince, Senior Manager, Product Management (407-804-6522)
    Expenses/Fees: N/A
    • "Best Practices in Internet & Mobile Banking Fraud Protection"
      Product/Service Category: Internet security
      Length of Presentation: 60 minutes
  5. Chris Braccia, Director, Product Management (8407-804-6485)
    Expenses: N/A
    • "The Power of Generational Marketing – Are you adapting for the digital generation?”"
      Product/Service Category: MCIF/CRM
      Length of Presentation: 60 minutes
  6. Jay Jennings, Sr Compliance Counsel (800.274.7280 ext. 2024)
    Expenses: N/A
    • "Commercial Lending and Compliance Converge: Don’t Get Left on the Sidelines"
      Product/Service Category: Regulatory issues
      Length of Presentation: 60 minutes

DDJ Myers, Ltd.

Kristen Olson, AVP

4455 E. Camelback Rd.
#C138
Phoenix, Arizona 85018

800.574.8877

 DDJ Myers, Ltd.

SPEAKER AND PRESENTATION INFORMATION

  1. Deedee Myers, PhD, MSC, MA, PCC, CEO
    Expenses: N/A
    • "Creating and Sustaining a High Performing Board"
      Product/Service Category: Board Development
      Length of Presentation: 60 minutes
    • "Change Management: How to Build a Culture that Embraces Change"
      Product/Service Category: Leadership Training, Change Management
      Length of Presentation: 60 minutes
    • "The Board and Management Relationship: The Most Critical Interaction in a Credit Union"
      Product/Service Category: Board Development
      Length of Presentation: 60 minutes
    • "Board and CEO Strategic Succession Planning*"
      Product/Service Category: Board Development, Succession Planning
      Length of Presentation: 60-90 minutes   Topic can be split into two separate sessions – one on Board Succession Planning and one on CEO Succession Planning. We are seeing a very high demand in the credit union industry for education on this topic.
  2. Mark Haeussler, PCC, SC, President of DDJ Myers Advancing Leadership Institute (markhaeussler@ddjmyers.com)
    Expenses: N/A
    • "Creating and Sustaining a High Performing Board"
      Product/Service Category: Board Development
      Length of Presentation: 60 minutes
    • “The Board and Management Relationship: The Most Critical Interaction in a Credit Union”
      Product/Service Category: Board Development
      Length of Presentation: 60 minutes
  3. Peter Myers, MSC, PCC, Vice President of DDJ Myers (petermyers@ddjmyers.com)
    Expenses: N/A
    • "Board and CEO Strategic Succession Planning*"
      Product/Service Category: Board Development, Succession Planning
      Length of Presentation: 60 -90 minutes 
      Topic can be split into two separate sessions – one on Board Succession Planning and one on CEO Succession Planning. We are seeing a very high demand in the credit union industry for education on this topic.

Digital Benefit Advisors

David Martin, Managing Principal

200 Galleria Parkway
Suite 1950
Atlanta , Georgia 30339

773.562.8847

SPEAKER AND PRESENTATION INFORMATION

  1. David Martin, Managing Principal, Credit Union Services
    Carl Pilger, Vice President and Legal Council
    Expenses: N/A
    • "Insurance/Employee Benefits"
      Product/Service Category : Insurance
      Length of Presentation: Customizable
    • “Healthcare Reform and the Future of Employee Benefits”
      Product/Service Category : Insurance
      Length of Presentation: Customizable
    • “Human Capital Development.”
      Product/Service Category: Insurance
      Length of Presentation: Customizable

eDOC Innovations

Joseph Lao, Manager/Business Development

1197 Exchange St.
Suite 1
Middlebury, Vermont 05753

800.425.7766 ext 404

 eDOC Innovations

SPEAKER AND PRESENTATION INFORMATION

  1. Bret Weekes, President/CEO (800.425.7766 ext 401)
    Expenses: Depends on venue
    • "eDocument Strategy - Key to Your Credit Union's Success"
      Length of Presentation: 30-60 minutes

Fox Rothschild LLP

Christopher Pippett, Partner

747 Constitution Dr #100
Ekton, Pennsylvania 19341

610.458.7500

SPEAKER AND PRESENTATION INFORMATION

  1. Christopher J. Pippett, Partner
    Expenses: Negotiable
    • "Corporate Governance- Duties, Responsibilities and Issues Facing Credit Union Officers and Directors"
      Product/Service Category: Board/Management Training
      Length of Presentation: 60-90 minutes
    • "Internal Investigations of Credit Union Fraud"
      Product/Service Category: Security/Risk Management
      Length of Presentation: 60-90 minutes
    • "Member Business Lending and Loan Participations"
      Product/Service Category: Lending/Business
      Length of Presentation: 60-90 minutes

Hyland

Michelle Harbinak Shapiro

28500 Clemens Rd.
Westlake, Ohio 44145

440.788.5000

SPEAKER AND PRESENTATION INFORMATION

  1. Stephen Comer, Credit Union Industry Manager (440.788.5812)
    Expenses: N/A
    • "The Endless Possibilities of Workflow"
      Product/Service Category: Technology
      Length of Presentation: 40-60 minutes
    • “Simplify with Electronic Signatures”
      Product/Service Category: Technology
      Length of Presentation: 30 minutes

idea5

Martin Webster, Chief Operating Officer

4509 S. 143rd St.
#5
Omaha, Nebraska 68137

402.932.5908

SPEAKER AND PRESENTATION INFORMATION

  1. Bill Goedken, MBA, CPA, CMA, CGMA, CEO
    Expenses/Fees: Negotiable
    • "The Credit Union of the Future: Why You Need to Prepare Now"
      Product/Service Category: Strategic Planning
      Length of Presentation: 60 – 75 minutes
    • "The Road to High Performance – Why Your Credit Union’s Strategic Planning Process May Be Wrong and What You Can Do About It"
      Product/Service Category: Strategic Planning
      Length of Presentation: 60 – 75 minutes

IZALE Financial Group

Chris A. Richardson, VP Sales and Business Development

2400 Big Timber Road
Suite 103A
Elgin, Illinois 60124

855.492.5334

SPEAKER AND PRESENTATION INFORMATION

  1. Scott Richardson, President 
    Expenses: N/A
    • "Executive Benefit Trends"
      Product/Service Category: Succession Planning
      Length of Presentation: 60-90 minutes
    • "Says Who-Executive Compensation Myths"
      Product/Service Category: Human Resources
      Length of Presentation: 60 minutes

John M. Floyd & Associates

Richard Miller, Executive Vice President

125 N. Burnet Dr.
Baytown, Texas 77520

800.809.2307

SPEAKER AND PRESENTATION INFORMATION

  1. Keith Hughey, Senior Consultant (210.260.0955)
    Expenses: N/A
    • "Leveraging Human Capital to Achieve Your Strategic Vision & Goals"
      Product/Service Category : Strategic Planning
      Length of Presentation: 60-90 minutes
    • "Eight Skills for Effective Leaders"
      Product/Service Category : Leadership  
      Length of Presentation: 60-90 minutes
    • “Succession Planning for a Seamless Leadership Transition”
      Product/Service Category: Succession Planning
      Length of Presentation: 60-90 minutes
    • “Creating the Ties that Bind: Teams and Teamwork”
      Product/Service Category: Human Resources, Training
      Length of Presentation: 60-90 minutes
  2. Cheryl Lawson, Executive Vice President of Compliance Review
    Expenses: N/A
    • "The Latest 411 on Overdraft Regulations"
      Product/Service Category : Legislation/Regulatory Issues
      Length of Presentation: 60 minutes

La Macchia Group, LLC

Rachel Mahuta, Marketing Coordinator

157 North Milwaukee Street
Milwaukee, Wisconsin 53202

414.727.4376

SPEAKER AND PRESENTATION INFORMATION

  1. Dave Throndson, VP/Business Development
    Expenses: N/A
    • "The Ever-Evolving Retail Branch: What Does it Look Like and Who’s Visiting?"
      Product/Service Category: Understanding the Millennial Generation
      Length of Presentation: 60 minutes

MARQUIS

Jay Kassing, President

5160 Tennyson Parkway
Suite 1000E
Plano, Texas 75024

800-365-4274

 MARQUIS

SPEAKER AND PRESENTATION INFORMATION

  1. Mike Bartoo, Regional Manager/East (214.778.3025)
    Expenses: Negotiable
    • "Drive Bottom Line Results from Marketing- Nothing Else Matters "
      Product/Service Category: Marketing Services/MCIF- Data Management      
      Length of Presentation: 60-90 minutes
    • "The Synthesis of Sales & Marketing"
      Product/Service Category: CRM and MCIF
      Length of Presentation: 60-90 minutes
  2. Sean Cunningham, Regional Manager/Midwest (214.778.3028)
    Expenses: Negotiable
    • "Welcome Aboard!-Onboarding Practices that Drive Results"
      Product/Service Category: Marketing Services
      Length of Presentation: 60-90 minutes
    • "Plug the Hole in the Bucket- Why Retention Leads"
      Product/Service Category: Marketing Services- MCIF
      Length of Presentation: 60-90 minutes
  3. Tony Rizzio, General Manager- Creative Services (214.778.3037)
    Expenses: Negotiable
    • "Trigger-Based Marketing: Effective Event-Based Programs"
      Product/Service Category: Marketing Services
      Length of Presentation: 60-90 minutes
  4. Jay Kassing, President
    Expenses: Negotiable
    • "Marketing Results: Nothing Else Matters"
      Product/Service Category: Marketing Services
      Length of Presentation: 45-90 minutes
    • "The Member Retention Fairytale"
      Product/Service Category: Marketing Services
      Length of Presentation: 45-90 minutes

O.M. Financial Group

Bruce D. Smith CFA, Executive Benefit Consultant

6800 Jericho Tpke
Ste 202W
Syosset, New York 11791-4488

516.639.0556

SPEAKER AND PRESENTATION INFORMATION

  1. Bruce D. Smith CFA, and Christopher Jones, Executive Benefit Consultants
    Expenses/Fees: Negotiable/Travel Expenses
  •  
    • Supplemental Executive Retirement Programs 457 (f) vs. Collateral Assignment Spilt Dollar Pros and Cons of each solution and what you need to know as a Director
      Product/Service Category: Retirement Benefits
      Length of Presentation: 

PSCU

Glynn Frechette, SVP/Sales

560 Carillon Pkwy.
St.Petersburg, Florida 33716

1.844.367.7728

SPEAKER AND PRESENTATION INFORMATION

  1. Steve Ruwe, Chief Risk Officer
    Product/Service Category: Security/Risk Management
  2. Kenton Potterton, VP, Card Solutions
    Product/Service Category: Credit Card Services
  3. Jeremiah Lotz, Director, eCommerce
      “The Rules of Engagement are Different Now”
      Product/Service Category: eCommerce
  4. Gene Fredriksen, Director, IT Governance/Risk/Compliance
    Product/Service Category: Security/Risk Management

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