CUES Speakers Bureau Directory

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


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Alogent

Contact: Wendi Klein

350 Technology Pkwy #200
Peachtree Corners, Georgia 30092-2979

678.966.0844

SPEAKER AND PRESENTATION INFORMATION

Alogent’s proven, end-to-end check processing, enterprise content management, digital banking, and loan origination technologies serve over 2,400 credit unions and banks, including some of the largest national and international institutions. Alogent Digital is built from the ground up as a result of market research and customer feedback. Revolutionary for the digital banking space, it supports any device or browser, and is uniform across all channels. Alogent Digital also boasts an open architecture, unlimited integration potential, modern technology stack, and customizable user interface. Flexible and scalable, our solutions are user-friendly, and our clients consistently exceed their productivity, financial, and customer experience goals.

  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

Bancography

Contact: Laura Levie

1827 First Ave. N Suite 200
Birmingham, Alabama 35203

205.252.6671

SPEAKER AND PRESENTATION INFORMATION

Bancography provides consulting services, software tools and marketing research to financial institutions to support their branch, product and brand positioning strategies.  Bancography offers branch planning and network optimization services in addition to Bancography Plan, our market analysis and branch planning software tool.   In support of our clients’ current operations, Bancography builds branch staffing models, provides product and profitability assessments, and performs primary marketing research to measure market awareness, brand strength, onboarding, satisfaction and attrition factors.

  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

Contact: Liz Santos

4250 Congress St, Suite 225
Charlotte, North Carolina 28209-4615

877.332.2265

 Premier

SPEAKER AND PRESENTATION INFORMATION

BFB Gallagher consults on Executive Benefits, Benefit Liability Management, and Institutional Asset Management. We provide credit unions and other non-profit organizations with solutions for recruiting, rewarding, and retaining talented executives, including innovative methods for offsetting those costs. BFB designs, implements, and services plans for the life of the account. Our customized solutions ensure federal and state regulatory compliance in meeting your specific needs, from board education and design to implementation and administration. BFB’s proprietary online portal provides clients and participants with account access, on-demand reports, accounting entries, and more. BFB earned the NAFCU Preferred Partner designation for Executive Benefits and Compensation Consulting Services.

  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

Callahan & Associates

Contact: Tim Taylor

1001 Connecticut Ave., NW
Washington, District of Columbia 20036

202.223.3920

SPEAKER AND PRESENTATION INFORMATION

  1. Jon Jeffreys, Managing Partner
    Expenses: Negotiable/$5,000 (with a copy of applicable publication)
    • “The Tipping Point for the Credit Union Industry”
      Product/Service Category: Strategic Planning
      Length of Presentation: 60-90 minutes
    • "How To Build Collaborative Networks And Why You Should Care"
      Product/Service Category: Strategic Planning
      Length of Presentation: 60-90 minutes
  2. Jay Johnson, Executive Vice President
    Expenses: Negotiable/$5,000 (with a copy of applicable publication)
    • "Credit Unions’ Strategic Advantage; Strategy and Performance Analysis"
      Product/Service Category: Strategic Planning
      Length of Presentation: 60-90 minutes
    • "Best Practices in Lending and Deposit Strategies"
      Product/Service Category: Strategic Planning
      Length of Presentation: 60-90 minutes
  3. Alix Patterson, Chief Operating Officer
    Expenses: Negotiable/$5,000 (with a copy of applicable publication)
    • "The Next Generation Credit Union"
      Product/Service Category: Marketing
      Length of Presentation: 60-90 minutes
    • "Go Tell It On The Mountain: Telling Your Credit Union’s Story"
      Product/Service Category : Marketing
      Length of Presentation: 60-90 minutes
  4. Scott Patterson, President, Credit Union Student Choice
    Expenses: Negotiable/$5,000 (with a copy of applicable publication)
    • "5 Areas Of Innovation Every Credit Union Should Monitor"
      Product/Service Category : Technology
      Length of Presentation: 60-90 minutes
    • "Performance Metrics for a New Era of Banking"
      Product/Service Category: Analytics
      Length of Presentation: 60-90 minutes
  5. Chip Filson, Board Chairman
    Expenses: Negotiable/$5,000 (with a copy of applicable publication)
    • "The Power of the Cooperative Model"
      Product/Service Category: Legislation/Regulatory Issues
      Length of Presentation: 60-90 minutes
    • Creating a More Cooperative America
      Product/Service Category: Legislation/Regulatory Issues
      Length of Presentation: 60-90 minutes
  6. Kevin Heal,  Vice President of Sales and Business Development, TRUST Mutual Funds
    Expenses: Negotiable/$5,000 (with a copy of applicable publication)
    • Mortgage Backed Securities – What’s Underneath the Hood?
      Product/Service Category: Investments & Securities
      Length of Presentation: 60-90 minutes





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CU Insight

Contact: Randall Smith

1808 James Redman Pkwy. #265
Plant City, Florida 33565

317.690.2084

 Premier

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

Contact: Keith Kasmire

14901 Quorum Dr Ste 900
Dallas, Texas 75254

800.607.3474

 Premier

SPEAKER AND PRESENTATION INFORMATION

Since 1982, CU Members Mortgage has provided expert mortgage solutions to credit unions and CUSOs
nationwide. Over these years of service, we’ve collaborated with hundreds of credit unions to create a refined program to assist credit unions of any size, with any need. Your credit union can leverage a vast product list, retained servicing, and leading edge technology solutions to increase income and build a more satisfied membership base. Plus, training and marketing support ensure you are one step ahead.

Find out more at www.cumembers.com. Equal Housing Lender. CU Members Mortgage is a division of
Colonial Savings, F.A. NMLS 401285.

  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+

CUNA Mutual Group

Contact: John Cassidy

5910 Mineral Point Rd.
Madison, Wisconsin 53705

800.356.2644

 Premier

SPEAKER AND PRESENTATION INFORMATION

CUNA Mutual Group, founded more than 80 years ago by leaders who were looking for an insurance partner they could trust, helps people plan, protect and invest for their future. Visit cunamutual.com/executivebenefits to learn how our Executive Benefits Program helps to establish leadership continuity by customizing plans and funding solutions to your credit union.

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

Contact: Nala Henkel-Aislinn

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

360.306.0045

 Premier

SPEAKER AND PRESENTATION INFORMATION

Founded in 1990, Currency is the leading credit union-focused financial education firm. The It’s a Money Thing Financial Education Program helps credit unions attract, educate and inspire young adult members, and provides education and financial training for members and staff. In addition, Currency partners with CUES to manage the annual Next Top Credit Union competition aimed at celebrating the best emerging credit union leaders and their ideas.

  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

DDJ Myers, Ltd.

Contact: Peter Myers

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

800.574.8877

 Premier

SPEAKER AND PRESENTATION INFORMATION

DDJ Myers is committed to working with leaders and their organizations to develop professional practices and philosophies that sustain gains over the long term in a complex and ever-evolving marketplace. Credit unions benefit from DDJ Myers’ expertise in leadership development; executive recruitment, development and coaching; succession planning for boards and executives; strategic planning; and board governance, recruitment and renewal.

  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.

eDOC Innovations

Contact: Joseph Lao

1197 Exchange St. Suite 1
Middlebury, Vermont 05753

800.425.7766

 Premier

SPEAKER AND PRESENTATION INFORMATION

eDOC Innovations is a nationwide CUSO leader of mobile enterprise digital transaction management (mDTM®) software. For more than 25 years, eDOC Innovations has been designing easy to use solutions for credit unions that reduce overhead, increase operational efficiency, automate and manage workflow to eliminate paper processes and provide mobile conveniences for their members. eDOC Innovations’ leading solutions, eDocLogic®, CheckLogic®, and eDOCSignature® seamlessly integrate with existing applications to remove friction in digital transactions and can be deployed on premise or in software as a service (SaaS). Contact us to learn more: 800.425.7766 Option 3 / https://edoclogic.com/.

  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

Contact: Christopher Pippett

747 Constitution Dr #100
Ekton, Pennsylvania 19341

610.458.7500

SPEAKER AND PRESENTATION INFORMATION

Fox Rothschild LLP is a national law firm with offices across the country. Home to more than 950 attorneys working in 70+ diverse practice areas, Fox provides clients with the razor-sharp focus of a boutique and the robust reach and resources of a full-service firm. Key practice areas include Bankruptcy, Cannabis Law, Corporate, Employment, Entertainment, Gaming, Intellectual Property, Litigation, Medical Technology, Mergers & Acquisitions, Privacy & Data Security, Real Estate and Tax. Fox consistently earns top marks for client service, responsiveness, providing value and adopting innovative approaches. At Fox, we care about your success as much as you do.

  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 Software

Contact: Stephen Comer

28500 Clemens Rd.
Westlake, Ohio 44145

216.409.4693

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

IZALE Financial Group

Contact: Chris Richardson

2400 Big Timber Road Suite 103A
Elgin, Illinois 60124

630.883.0596

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

OneDigital Health and Benefits

Contact: David Martin

200 Galleria Parkway
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

PSCU

Contact: Brian Scott

560 Carillon Pkwy.
St.Petersburg, Florida 33716

1.844.367.7728

 Premier

SPEAKER AND PRESENTATION INFORMATION

PSCU, the nation’s leading credit union service organization (CUSO), supports the growth of nearly 900 Owner credit unions representing 20.4 million accounts. PSCU’s secure business offerings include payment solutions, risk management, analytics, loyalty programs, marketing, strategic consulting and mobile platforms. Comprehensive 24/7/365 member support is delivered by PSCU’s U.S. contact centers.

  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

Q2

Contact: Janine Kasper

13785 Research Blvd. #150
Austin, Texas 78750

512.275.0072

 Premier

SPEAKER AND PRESENTATION INFORMATION

  1. Will Furrer, Chief Strategy Officer
    Expenses: Negotiable 
    • “Are the disruptors really disruptors”
      Product/Service Category: Technology
      Length of Presentation: Keynote, 1-hour or 45-minutes with 15-minute Q&A
    • “Connections, conversations and commerce: Are you on cruise control?”
      Product/Service Category: Strategic Planning
      Length of Presentation: Keynote, 1-hour or 45-minutes with 15-minute Q&A
  1. Stan Cowan, CCE, Sales and Marketing Programs Manager
    Expenses: Negotiable 
    • “Wake up: Get smart with your marketing”
      Length of Presentation: Breakout session style with interactive Q&A, 30-minutes to 1 hour; can co-present with Jennifer Holton Dimenna and/or add CU speaker to session.
    • “An Insider’s Perspective: From research and advocacy to automation”
      Product/Service Category: Marketing
      Length of Presentation: Breakout session style with interactive Q&A, 30-minutes to 1 hour; can co-present with Jennifer Holton Dimenna and/or add CU speaker to session.
  1. Jennifer Holton Dimenna, VP/Product Management
    Expenses: Negotiable 
    • “Usability: Why Business Customers Expect a Consumer Experience and Why You Must Deliver It”
      Product/Service Category: Customer Experience
      Length of Presentation: Breakout session style with interactive Q&A, 30-minutes to 1 hour; can co-present with Stan Cowan and/or add CU speaker to session.
    • The Impact of Immediate Payments on Business Banking”
      Product/Service Category: Payments
      Length of Presentation: Breakout session style with interactive Q&A, 30-minutes to 1 hour; can co-present with Stan Cowan and/or add CU speaker to session.

Strategic Resource Management

Contact: Ben Mrva

5100 Poplar Ave #2500
Memphis, Tennessee 38137

800.748.2577

 Premier

SPEAKER AND PRESENTATION INFORMATION

  1. Ginger Schmeltzer, Board of Advisors
    Phone: 678.792.8208
    Expenses: N/A
      • “What’s Next in Mobile Banking and Payments”
        Product/Service Category: Digital Payments
        Length of Presentation: 1 hr.
      • The Evolution (and Disappearance) of Payments?
        Product/Service Category: Digital Payments
        Length of Presentation:1 hr.

SUCCESSIONapp, LLC

Contact: Yvonne Evers

PO Box 5026
Madison, Wisconsin 53705

608.416.5440

 Premier

SPEAKER AND PRESENTATION INFORMATION

  1. Yvonne Evers, CEO
    Expenses: Negotiable  
    • “Are You Leaving Your Board Succession Planning to Chance?”
      Product/Service Category: Succession Planning
      Length of Presentation: 45 min- 2 hours
    • “Be Prepared - CEO Succession Planning Simplified”
      Product/Service Category: Succession Planning
      Length of Presentation: 45 min- 2 hours
    • “CEO Oversight – Who’s Responsibility is It?”
      Product/Service Category: Strategic Planning
      Length of Presentation: 3- 4 hours
    • “Board Onboading- Doing it Right”
      Product/Service Category: Succession Planning
      Length of Presentation: 1-3 hours

SWBC

Contact: Mark Hein

9311 San Pedro Ave. #600
San Antonio, Texas 78216

989.754.6575

 Premier

SPEAKER AND PRESENTATION INFORMATION

  1. Jason Obrien.  Director of Technology Strategies
    Phone: 210-632-6344
    Expenses: Negotiable
    • "Leading Your Credit Union Through a Fin Tech Revolution"
      Product/Service Category: Technology
      Length of Presentation: 45 minutes