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October 23 - 26, 2016
Hyatt Regency Savannah
General Session Speakers
Mark Bowden, creator, TRUTHPLANE®; speaker; trainer; author
Winning Body Language: Stand Out Win Trust and Credibility
Bowden is a world renowned authority on body language; he was voted the #1 Body Language Professional by Global Gurus for 2014 and 2015. He is the creator of TRUTHPLANE®, a communication and presentation training tool used by Fortune 500 companies, CEOs and G8 Leaders.
Bowden’s publications are the bestselling Winning Body Language (MH 2010), a "how-to guide" to using your body language to stand out, win trust and profit when speaking; Winning Body Language for Sales Professionals (MH 2012); and Tame the Primitive Brain – 28 Ways in 28 Days to Manage the Most Impulsive Behaviors At Work (Wiley 2013).
Bowden is delighted to be in the TED community as a main stage speaker at TEDx Toronto. He can be seen regularly as the body language expert on Canadian Broadcaster CTV’s The Social television show.
Geoff Colvin, senior editor-at-large, Fortune Magazine and author, www.geoffcolvin.com
Talent is Overrated–Unexpected Truths of Great Performance
Now in his fourth decade at Fortune, Colvin is one of journalism’s sharpest and most respected commentators on leadership, management, globalization, regulation, corporate governance, competition, the economy, the infotech revolution, human performance and related issues. Colvin’s regular column and frequent cover stories in Fortune have earned him millions of loyal readers. He was co-anchor of television’s Wall $treet Week with Fortune on PBS for three years, succeeding longtime host Louis Rukeyser. Colvin is heard each weekend on the CBS Radio Network, where he has made more than 10,000 broadcasts and reaches seven million listeners. He has appeared on Today, The O’Reilly Factor, Good Morning America, Squawk Box, CBS This Morning, ABC’s World News Tonight, CNN, PBS’s Nightly Business Report and dozens of other programs.
Sam Maule, head of digital, Carlisle & Gallagher Consulting Group; keynote speaker, radio host; blogger; fintech evangelist
Payments: Looking Ahead to 2017
Maule serves as the head of digital at Carlisle & Gallagher Consulting Group. He joined the firm in June 2011, focusing on the Cards & Payments Community of Practice. In this role, Maule provides industry subject matter knowledge and experience to CG’s Financial Services clients in support of projects such as consumer and commercial card portfolio management, emerging payments, loyalty & prepaid, and digital/mobile banking.
Prior to CG, Maule held management positions with TSYS in a number of consumer and commercial card roles to include digital card management, mobile, loyalty & prepaid and consultative services. These positions were focused both on domestic and international clients and included several years living abroad in the UK in support of the TSYS europe client base.
He has been named as one of 'Bank Innovation's' Coolest Brands (Honorable Mention) 2015, recognized by LeadTail and BrightIdea study as one of the top ten Twitter accounts that Innovators follow (2015), recognized by Onalytica and Jay Palter as one of the Top 100 #fintech influencers (2015); named as one of the top 30 Innovators to Watch 2014 and 44 Executives Shaping the Future of Banking 2013 by Bank Innovation;
Maule is also part of the Breaking Banks radio show / podcast team and is a recurring guest host focusing on #FinTechforgood & #FinancialInclusion.
Maule is the creator and catalyst behind the ongoing FemTechLeader program. The series of interviews with women leaders in technology across the globe has included interviews with executives, engineers, and start-up founders from Google, Amazon, Twitter, Amex, DBS, Standard Charter, Lloyds, Stripe, and over 200 women leaders. The series has been featured in American Banker, and multiple other publications.
Jack Antonini, president/CEO, NACUSO
Putting USAA Success Strategies to Work at Your Credit Union
Antonini is a financial services leader with broad experience in leading retail banking at one of top five banks in the U.S., payments/credit/debit card management at one of the top three credit card issuing and processing businesses in the U.S., and leading/achieving strong profitable growth. While Antonini led USAA Federal Savings Bank, the institution grew from $45 million to $10B of managed assets. Antonini also achieved significant growth running consumer banking at First Union, and he helped build the largest ATM business in the world and the largest surcharge-free ATM Network (Allpoint) while CEO of Cardtronics.
Geoff Bacino, partner; Bacino & Associates
Credit Unions: From the Left and the Right
Bacino is a two-time presidential appointee. He was nominated in 1999 by President Clinton to serve on the National Credit Union Administration’s board, and upon the recommendation of Senate Majority Leader Harry Reid was nominated by President Bush to serve on the Federal Housing Finance Board in 2005.
During his term at NCUA, the agency conducted the first-ever open budget forum, cut the agency budget by over $1 million and was instrumental in implementing the Accountability in Management initiative.
While at the finance board, he oversaw the largest increase in advances (loans) made by the Federal Home Loan Banks which account for over $1 trillion in mortgage/housing finance, he spearheaded the repeal of the Retained Earnings proposal and worked with the White House, Treasury and the Federal Reserve to alleviate the housing crisis.
Previously, he founded the National Association of State Chartered Credit Unions (NASCCU), the only association dedicatedly exclusively to state-chartered credit unions.
Michael Daigneault, principal and founder, Quantum Governance, L3C
Building a Constructive Partnership: Aligning Your Board & CEO for Mission Success
Daigneault is the founder and CEO of Quantum Governance, L3C. Daigneault has more than 30 years of experience in the field of governance, management, strategy, planning and facilitation.
With more than 40 percent of Quantum Governance’s clients representing credit unions, the organization fields more engagements in the credit union community than in any other.
Daigneault 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. The organization is a CUES strategic partner in the field of governance.
Daigneault is frequently asked to counsel nonprofit and credit union leadership concerning vital governance, strategic and ethics matters. He has worked closely with corporate clients such as Capital One, Con Edison, Credit Suisse, Morgan Stanley, Target and Time Warner to develop cutting-edge community involvement, philanthropic and leadership development programs centered on the training of executives and employees to more effectively execute their roles as members of nonprofit boards.
Sundeep Kapur, educator, Digital Credence
CU2020: Five Key Success Factors
Kapur helps financial institutions create and execute successful member engagement strategies. His specialty lies in helping brands adopt digital by focusing on fundamentals—reduced cost, improved security, and driving revenue—all toward enhancing lifetime member value.
His white paper, Grow 2020: Driving Effective Member Engagement, helps guide credit unions in creating their five year strategic plans.
Tony Kirschner, BA, MA, Ph.D., partner, Davies Park Executive Search
Winning the War for Talent
Kirschner brings a wide range of business and consulting experience to Davies Park. He began working in the search field in 1988, and over the last decade he has completed numerous executive search assignments for private and public sector clients across the western region. Kirschner has also held senior positions at several health authorities and a North American environmental assessment company.
Greg Longster, B.Com, MBA, partner, Davies Park Executive Search
Winning the War for Talent
In 2007, Longster opened Davies Park’s west coast office in Vancouver, BC, and began managing the regional operations for Davies Park. With over 15 years of experience in senior and executive management positions in credit unions, Longster currently leads many high profile searches and has worked with numerous leading employers. Longster is the past dhair and still current member of the Marketing Association for Credit Unions, and a member of the Human Resource Management Association. He is also an active member of Entrepreneurs Organization.
Dave Loftus, consultant, C. Myers
Linking Strategies and Measures of Success
Since Loftus joined C. Myers in 2005, he has become well-known and well-respected by scores of credit unions in every corner of the country. Loftus has worked on many complex modeling and consulting projects that C. Myers has undertaken–he is always looking for a challenge. He most enjoys facilitating sessions for management teams as they work to make tough financial decisions, while at the same time running “what-ifs,” real-time, to help inform decision making.
Clients enjoy Loftus because he’s down-to-earth, and he makes it easy for them to understand something that they had perceived as complex.
Beyond asset/liability management, Loftus’ expertise includes long-term financial forecasting, liquidity analysis, concentration risk analysis, derivatives modeling, and providing policy guidance to clients.
John McKechnie, senior partner, Total Spectrum
Credit Unions: From the Left and the Right
McKechnie serves as senior partner for Total Spectrum, having been with the firm since 2011. In this role, McKechnie represents a wide variety of credit union and financial services providers on Capitol Hill. This follows five years in government as a Presidential appointee at the National Credit Union Administration, where he served under three Chairmen in the capacity of Director of Public and Congressional Affairs.
Prior to joining NCUA, McKechnie served as CUNA’s chief federal lobbyist, heading up its federal legislative and political departments. Among the highlights of his tenure at CUNA was his role in creating the nationwide grassroots campaign that created the momentum for passage of the landmark 1998 credit union membership legislation. He was named by The Hill newspaper as one of the Top 30 trade association lobbyists.
Prior to joining the CUNA, McKechnie served as a congressional aide to Representative Stan Parris (R-VA), and as campaign manager and press secretary for a number of gubernatorial and legislative campaigns throughout the Mid-Atlantic region.
John Myers, president and principal, C. Myers
Linking Strategies and Measures of Success
Myers is one of four C. Myers owners. One of his greatest passions is helping credit unions build and sustain business models that are relevant to their target markets. Myers brings years of experience in strategic planning and asset/liability management to the financial services industry. He uses his reservoir of experiences, observations, and learnings as he works with credit unions to help them evolve their business model to remain relevant for years to come.
Myers is known for presenting complex topics to decision-makers in a way that is understandable, thought-provoking, and engaging. Myers has been a featured speaker at many national and regional conferences, such as the CUNA CFO and CUNA OpSS conferences, as well as the National Directors Conference. He has also instructed countless asset/liability management education classes.
Tansley Stearns, chief impact officer, Filene Research Institute
Trending: Credit Unions 2025
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,
Steve Williams, principal, Cornerstone Advisors, Inc.
Winning Through Digital Engagement
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. Williams 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 Williams a deep working knowledge of bank operations and delivery systems, particularly in lending processes. He is an experienced facilitator for management retreats and board planning sessions and is in great demand as a speaker at industry conferences and seminars.
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