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CEO/Executive Team Network

October 23 - 26, 2016

Hyatt Regency Savannah
Savannah, GA

Your price:

Nonmember$2,695.00

CUES Member$1,695.00

Speakers

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.

Lee Wetherington, director of strategic insight, Jack Henry & Assoc, keynote speaker
The State of Payments: One Step Forward, Three Steps Back

Lee directs the development of actionable insight and strategy for the financial services industry at large. To this end, he creates programs, presentations, and articles designed to orient and educate financial executives on the trends and implications of new technologies. He routinely delivers keynotes nationwide focusing upon opportunities and challenges in fintech, payments and digital banking, and he is widely renowned for his unique style of comedic delivery.  
 
Lee has delivered over 500 keynotes for state, national, and international trade groups, including the Credit Union National Association (CUNA), Credit Union Executive Society (CUES), National Association of Federal Credit Unions (NAFCU), World Council of Credit Unions (WOCCU), American Institute of CPAs (AICPA), and the Symitar Executive Forum (SEF). He also serves as Technology Faculty Chair for the Southwest CUNA Management School, and has delivered guest lectures on leadership and technology at universities across the country. He was named “Strategic Alliance Executive of the Year” at the 2013 Golden Bridge Awards, which recognizes the world’s top executives across every major industry globally. Lee’s articles and commentary have been published widely across a variety of major trade publications covering the financial services space.
 
Lee received bachelor degrees in Economics and English from Duke University in 1990, and, in 1993, he completed graduate studies at Emory University. In 1995, he earned the distinguished Accredited ACH Professional (AAP) certification from the National Automated Clearing House Association (NACHA).

 

Breakout Sessions

Gerry Agnes, CEO, Elevations Credit Union
Panelist: Growth Strategies – A special CEO-only panel session 

Agnes joined Elevations as its CEO in 2008. He directs the credit union’s strategic objectives, which focus on employee engagement, a loyal membership, and superior financial performance.

In the midst of the financial crisis of 2008, he led the charge to pursue the Malcolm Baldrige National Quality Award, a highly competitive U.S. Presidential award that recognizes organizations for performance excellence. The Baldrige effort rallied the Elevations team to outperform both in-market competitors and credit unions nationwide, and in 2014, Elevations was named a Baldrige Award recipient by U.S. Secretary of Commerce Penny Pritzker. Agnes was named the 2015 CUES Outstanding Chief Executive, Mountain West Credit Union Association’s 2016 Credit Union Professional of the Year, and Boulder Chamber’s 2016 Business Person of the Year in large part due to his work around Elevations’ Baldrige recognition.

Agnes is a CPA with 30 years of professional experience and has held positions as president, COO and CFO at various community financial institutions in California. He is chair of the Boulder County Business Hall of Fame, past chair of the Boulder Chamber, and member and past chair of the Boulder Economic Council. He is also a board member of Elevations Foundation and a member of the Filene Research Institute’s advisory council. Governor Hickenlooper appointed Agnes to Colorado’s Financial Services Board in August 2015.

John Ainsworth, Executive Vice President, IBCU, North America
Payments Panelist

John Ainsworth is Executive Vice President North America Markets at MasterCard Worldwide. He is responsible for managing the Independent Bank and Credit Union segments.

Previously, Ainsworth held the position of senior vice president, Global Accounts where he managed business development activities for one of MasterCard’s largest and complex global members including debit, RFID, prepaid, acquiring, and commercial segments.  

Ainsworth is a seasoned financial services executive whose background includes over 15 years of product and sales management experience with major financial organizations such as SunTrust Banks and Visa International. Having led and mentored sales forces specializing in strategic solution sales, he is credentialed with national recognized commercial sales programs such as Huthwaite and Miller Heiman.

Ainsworth attended the University of Tennessee, Vanderbilt University and American Institute for Banking.

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 chair 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.

Shazia Manus, CEO, TMG
Payments Panelist

As CEO of TMG, Manus leads a company dedicated to helping community-based financial institutions evolve for the next generation of payments. Prior to joining TMG, Manus served as CEO of Greater Iowa Credit Union where she engineered a significant turn-around of the institution, achieving substantial profitability and membership growth.

Manus is currently serving on the World Council of Credit Unions’ Global Women’s Leadership Network and the Credit Union National Association (CUNA) Payments Policy Subcommittee. In 2012, she was named a Woman to Watch by Credit Union Times and, in 2016, was selected as one of the top 25 female leaders driving change in financial services by PaymentsSource.

Manus earned a bachelor’s degree in economics from Iowa State University and graduated from the three-year Certified Chief Executive program. Additionally, Manus has completed the Harvard Business School’s Executive Leadership Program, specializing in Leading Change and Organizational Renewal (LCOR).

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.

Erin Mendez, CEO, Patelco Credit Union
Panelist: Growth Strategies – A special CEO-only panel session

Mendez has been president/chief executive officer of Patelco Credit Union since August 2013.  Prior to joining Patelco Credit Union, Mendez served as EVP/chief operating officer at SchoolsFirst Federal Credit, and joined SchoolsFirst FCU in 2003.

Mendez earned the designation of Certified Chief Executive from CUES, is a graduate of the Advanced Leadership Institute at Harvard Business School, and she holds a bachelor of science degree in business administration. She currently serves as a director for CU Direct, is the chairperson of the CUNA Payments Policy Subcommittee, serves on the CUNA Advocacy committee and is an executive member of the California/Nevada Wine Auction raising funds for the Children’s Miracle Network and related hospitals. In 2015 and 2016, she was honored as one of the Most Influential Women in Bay Area Business

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.

Greg Smith, CEO, PSECU
Panelist: Growth Strategies – A special CEO-only panel session

Smith is the president/CEO of Pennsylvania State Employees Credit Union (PSECU) in Harrisburg, Pa, a position he’s held since 1991. Smith’s career in credit unions began in 1973 while he was a student at the University of California in San Diego.  His first credit union was the Gulf Energy & Environmental Systems FCU located in Torrey Pines, Calif. As a newly chartered credit union it had assets of only $25; over the next five years, the credit union grew to over $7 million in assets and was renamed Torrey Pines FCU.

In Smith’s 43 year credit union career, he has worked for six credit unions—Torrey Pines FCU, Western Corporate FCU, Orange County FCU, Teachers FCU, Michigan State University EFCU and finally PSECU.

Smith believes deeply in the credit union model and the idea of “people helping people.”  In his 25 years with PSECU assets have grown from $600 million in 1991 to nearly $4.7 billion in 2016.  PSECU is also recognized for its leadership role in technology and member service.

Smith’s commitment to the industry can be seen in his service as a CUES Director, a member of the Philadelphia Federal Reserve Bank’s Community Depository Institutions Advisory Council and on PCUA’s Government Advisory and State Credit Union Committees. Smith also chairs his church’s finance committee.

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.
Moderator, Payments Panel

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.

Caroline Willard, Executive Vice President, Markets and Strategy, CO-OP Financial Services
Payments Panelist

Caroline Willard is Executive Vice President, Markets and Strategy, for CO-OP Financial Services, Rancho Cucamonga, Calif. (www.co-opfs.org). She is responsible for strategic planning, product development, marketing and market research, and the company’s push into emerging technologies.

Beyond CO-OP, Willard served in 2015 as CUES Board Chair.

Willard has more than 25 years of marketing and strategic planning experience, more than half of which has been in the credit union movement. She joined CO-OP Financial Services in July 2006 as vice president, corporate development. In 2008, she was promoted to senior vice president, business development and marketing, a post that included responsibility for the company’s relationship management team and client services department.

Prior to CO-OP Financial Services, Willard spent five years on the executive team of American First Credit Union in La Habra, Calif.

Dean Young, SVP, Industry Engagement, PSCU
Payments Panelist

Dean Young leads PSCU’s strategic direction on how to best leverage the cooperative’s scale to advocate on behalf of the credit union industry. He works collaboratively with key national industry partners to ensure there is alignment on hot topics and a cohesive voice.

Prior to this role, Young led PSCU’s client relationship team, which serves the CUSO’s 800+ member-owner credit unions across the country. This group collaborates closely with member-owners to understand each credit union’s overall strategy and then brings the full power of PSCU to partner with the credit union to deliver on those strategies.

Young joined PSCU in 2005 with 15 years of financial services expertise focused on bringing the greatest value to partnerships. Prior to joining PSCU, Young was a vice president of relationship development for a subsidiary of Bankers Financial Corporation. Under his direction, the subsidiary experienced double-digit revenue growth as well as 95% client retention.

He holds a Master of Business Administration degree from Kennedy-Western University and a Bachelor of Finance degree from the University of South Florida.

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