Community Resources
Pilot Partners
Mountain America Credit Union
Matthew Clark, VP of Investments
Mountain America Credit Union
mclark@macu.org
Matthew has been with Mountain America for 2 years and is the VP/program manager of investment services. He has been in the financial services industry since 1990. Prior to that, Matthew worked 13 years for Fidelity. He ran branches in Scottsdale, AZ and Palm Springs.
Matthew is passionate about helping others, including members and staff, to learn more and understand investing topics. He is also focused on creating awareness of the urgent need to prepare early for retirement. Matthew's key goals for this year are to create awareness for members and staff about investing, and to hire for more branch support.
In his private life, Matthew enjoys cycling and triathlons. He has done several century rides. Matthew also speaks Korean.
Gordon Combs, Sales Supervisor
Mountain America Credit Union
gcombs@macu.org
Gordon has worked in the financial industry since 1991. He began in banking by working for Chase for 14 years from teller, through management, executive administration and national sales training.
He has been with the credit union since January of 2006. At work he really enjoys change. He enjoys seeing things better, both providing opportunities for the members as well as opportunities for the employees. One area of expertise on which he can provide information and help for his credit union peers is sales tools, tips, and processes. His key goals for this year include the sales focus and member service through products and services.
At home, Gordon loves being outside. He loves to garden and do odd jobs around the house. He also loves to travel, having been though all of Europe and England, as well as many countries in South America.
Suzanne Oliver, SVP Educational Services and CLO
Mountain America Credit Union
soliver@macu.org
Suzanne has 20+ years involvement in the CU industry, first on the board of directors of a $1 million employee CU, followed by 19 years of employment with MACU. She worked in branch operations for several years and has spent the last 15 years in employee learning and development. Current responsibilities include youth financial literacy and member education, with her primary focus on internal learning and development, including Management & Leadership Development, Internal & external service & satisfaction, Operational training, Mountain America Corporate University,
Professional Development. Areas of expertise that Suzanne can provide help on for her credit union peers is the corporate university and customer service. Key goals include consistency of knowledge and service delivery of employees. She is also very interested in Customer service experience, Member & employee satisfaction, Member education & youth financial literacy, and CU Philosophy & Culture.
At home, she enjoys family time, travel, gardening, walking/hiking, the outdoors, reading, and church/community involvement and service.
Nathan Anderson, VP of Marketing & Sales
Mountain America Credit Union
nanderson@macu.org
Nathan has worked for Mountain America for three years where he overhauled the sales program and has assembled a top notch team that does all marketing, advertising, event marketing, research, CRM and sales training in-house. Prior to working for Mountain America Nathan spent three years with the NewellRubbermaid Corporation and five years with Black & Decker.
Don L. Clark, Jr., EVP
Mountain America Credit Union
dclark@macu.org
Don has spent the last 13 years of Credit Union experience in various Senior Management positions. Currently, as Executive Vice-President of Mountain America Credit Union and President of Mountain America Financial Services, his responsibilities include Business Lending and Account Services, Investment and Retirement Services, Trust Services, Insurance Services, Business Lending CUSO, and other financial products and services.
During his career, he has had the opportunity to spearhead the development of a successful Business Lending CUSO, a Property & Casualty Insurance Agency, a Term Insurance Agency, and a Mortgage CUSO. He has also been responsible for the re-structuring and management of various Investment programs.
Don currently serves as Chairman of Member Business Lending, LLC (a Super-CUSO owned by 23 credit unions). He is also Board member for the National Association of Credit Service Organizations (NACUSO), for XCU Capital Corporation (a credit union owned Broker/Dealer), and for Products & Research Organization for Credit Unions (a "think-tank" organization for new products and services).
Third Degree Advertising
Rob Poynor, Director of Strategic Planning - Credit Unions
Third Degree Advertising
Rob Poynor adds to the full-service advertising, marketing and public relations roster at Third Degree Advertising and Communications as Director of Strategic Planning - Credit Unions.
Poynor has worked as a marketing and business development executive for a range of financial services organizations. His background includes successes at a credit union, regional bank, brokerage firm and large mortgage company. This broad experience affords a unique perspective of the financial services landscape and the competitive environment.
Poynor's sole focus at Third Degree is the Credit Union industry and he applies a combination of strategic planning skills and industry knowledge to the benefit of Third Degree's credit union clients.
While Third Degree works with credit unions and leagues from coast to coast, Poynor's addition expands Third Degree's office footprint with the addition of a satellite office in Dallas, TX, where he bases his operations.
Du Trac Community Credit Union
Melanie Hoffner, Staff Development Specialist
Du Trac Community Credit Union
Melanie works as the Staff Development Specialist for DuTrac Community Credit Union. Melanie has worked in the credit union industry for 6 years.Melanie came to the credit union industry from Educational opportunity programs where she helped in serving the underserved.
Melanie has passion for empowering people to create the lives they desire. She also has an interest in financial literacy for youth. She is also passionate about the brain and learning. She is a certified Brain Based Trainer.
Sawyer Consulting Services
Gary W. Sawyer, Founder
Sawyer Learning Services
gary@sawyerconsultingservices.com
Gary is the founder of Sawyer Learning Services, a company dedicated to developing and presenting personal financial education programs that emphasize the importance of applying what is learned in financial education programs to improve individual financial situations. His area of primary focus is retirement planning. In addition to developing and presenting training for bank employees about Individual Retirement Accounts and other retirement planning matters, he has also developed "high touch" interactive online educational programs. Gary also offers consulting services to assist banks and other organizations in designing and presenting educational programs that can be made available to customers as well as employees.
Gary has more than twenty-five years experience in the banking and financial services industry. During 20+ years with People's Bank, a regional bank based in Bridgeport CT, Gary held several management positions, including product manager for retail retirement products and program manager for the investment products sales program conducted by the bank's broker dealer subsidiary. Also, while employed at the bank's broker dealer, Gary had responsibility for the development and implementation of all of the continuing education programs for the insurance and investment licensed sales force.
Gary's background has included extensive experience helping customers prepare for retirement and as a seminar presenter about financial and retirement planning topics. He is a Certified Retirement Counselor® and a member of the Association for Financial Counseling and Planning Education - an organization committed to the improvement of personal financial management education. He is also approved by the State of Connecticut Insurance Department as a Continuing Education Instructor and Sawyer Learning Services provides CE approved courses to banks and other sponsoring organizations. Gary has also been active in the community through his volunteer efforts with the Internal Revenue Service Tax Counseling for the Elderly program.
Schneider Sales Management
Denny Graham, National Sales Manager
Schneider Sales Management
Though I've never been an employee of a credit union I actively work for about sixty of them of all different sizes! But I did work for the next closest type of financial institution-a mutual thrift. Over my nearly 25 years of financial institution experience I've been a teller, new accounts rep, loan officer, mortgage loan officer, training manager, sales manager, SVP-Human Resources, SVP of Consumer Banking, and a member of the management committee of a publicly held financial institution. I ran 30 branches and had 500 people, including 85 licensed reps, working in my "chain of command." I also ran a nationwide trade organization (the Institute of Financial Education) and was on the management committee and national sales manager of Bank Administration Institute.
I've worked in the area of financial institution sales since 1977, when I was four years of age. I've worked with some of the largest US financial institutions to help them improve their results.I'm an instrument rated pilot (though I'm not current, and if not working you can find me in the gym or trying hard to maintain my single digit golf handicap.) One key goal I have for this year is to not travel over 200 days for work again!!!! Seriously, I love what I do, and seeing clients be successful makes it all worthwhile.
Randolph-Brooks FCU
Sonya McDonald, VP Sales
Operations
Randolph-Brooks FCU
smcdonald@rbfcu.org
Sonya has thirteen years experience in marketing, sales, management and strategic planning. She is responsible for developing a culture that optimizes sales opportunities working with various departments. She has implemented various marketing initiatives to grow membership and a comprehensive sales training program to improve product penetration.
Prior to Randolph-Brooks, Sonya was Vice President of Marketing for Southwest Business Corporation (SWBC) where she developed a new corporate brand strategy and launched a comprehensive media campaign resulting in a 10% increase in phone calls. Prior to SWBC, Sonya served in various marketing management positions at credit unions in Ohio and Nebraska.
Sonya has been recognized by various organizations for innovation in advertising, community service and public relations. She is a certified sales trainer and a member of the American Marketing Association. Sonya is actively involved in various military and children's charities and in 2003 was selected as a "40 Under 40 Rising Star" of the business community by the San Antonio Business Journal.
Ent Federal Credit Union
James (Jim) Moore
Senior Vice President, Ent Federal Credit Union
Chief Executive Officer, Enterprise First Financial services, LLC
jmoore@entfederal.com
Jim Moore joined the Ent Federal Credit Union management team in October 1996 as Director of Marketing. He has served in positions of increasing responsibility for sales, marketing, and community participation. In 2002 he was named President of Enterprise First Financial Services - the Ent Federal subsidiary credit union service organization, specializing in insurance services. His responsibilities include oversight of the Ent Marketing activities, Ent Investment Services and Ent Insurance Services, while managing credit union strategic planning and corporate philanthropy programs. He represents Ent to the Member Gateways consortium and serves on the Member Gateways Board of Managers as Treasurer.
Before joining Ent, Jim was a vice president with Bank One and Air Academy National Bank, following a 26-year career in the United States Air Force. He retired in 1992 in the rank of Colonel, from his position as Director of Public Affairs for NORAD and US Space Command. He has a Ph.D. degree in Speech and Mass Communications from the University of Denver. He serves on the Board of Trustees of Memorial Health System, Colorado Springs, and is Senior Warden (i.e., President) of the Church of St. Michael the Archangel (Episcopal). He has served on the boards of Leadership Pikes Peak, Pikes Peak Habitat for Humanity, the Southeast/Armed Services YMCA, and the Festival of Lights Parade in Colorado Springs.
Victoria Selfridge, Director of Marketing and eCommerce
Ent Federal Credit Union
VSelfridge@ent.com
Victoria has been at Ent for 7 years. A graduate of Georgia Tech with a degree in Industrial Engineering, Victoria worked for several years as a Senior Consultant in the Information Technology practice of Ernst & Young LLP prior to joining Ent Federal in December of 1999. As eCommerce Manager Victoria is responsible for the development and maintenance of public Ent Federal websites, including Ent Federal's Ent@ccess Online Banking service, in addition to the company's intranet site.
AEA Federal Credit Union
Regina Carey, Director of Training and Education
AEA Federal Credit Union
rcarey@aeafcu.org
AEA Federal Credit Union is a community chartered Credit Union founded in 1942. Regina has held several positions at AEA including; Training Specialist, Financial Services Representative I & II, MFS Coordinator, Training Clerk and Teller.
Regina is a member of the Optimist Club of Yuma. She also serves as Vice President of the Yuma Chapter of the Arizona Credit Union League and is a member of AEA's Technology Team.
In addition to being responsible for staff development and training, Regina works on product development and implementation.
AA Credit Union
C. Tyrone Richardson,
Manager Business Development
AA Credit Union
tyrone.richardson@aacreditunion.org
Born and raised in Port of Spain, Trinidad, Ty received an early education in cooperatives and small business banking. Both parents being entrepreneurs, Ty learned the value of money and the family-way of living spending wisely. It is in Port of Spain where Ty joined American Airlines and after one year, moved to Washington D.C. where Ty concentrated on pursuing a Bachelor's degree in Advertising and a Master's Degree in Public Policy from George Mason University, while working at the airline.
In 2004, once completed with both degrees and a successful career at the airline, Ty joined the AA Credit Union as a branch manager in Washington D.C. There, Ty relocated the branch to allow more member access and was successful in growing the membership significantly in 2004 and 2005. It was in 2004 that Ty became a Credit Union Development Educator. In 2005, Ty was promoted to Manager, Business Development for the AA Credit Union and moved to Dallas, Texas where the credit union was headquartered. Here Ty has been impacting overall credit union membership growth and has recently been awarded CUNA's Business Development Professional of the Year for 2007 and chairs the business development committee under this council.
Community 1st Credit Union
Susan Barnes, E-Commerce Manager
Community 1st Credit Union, Jacksonville
BarnesS@c1cufl.org
While
I have over 20 years experience in all areas of advertising, marketing and
public relations, my specialization is in internet design and eMarketing.
Originally from the Tampa Bay area, my clients included the Tampa Bay
Buccaneers, Tampa Bay Devil Rays, Tech Data and Time Warner. I relocated to the
Jacksonville area two years ago and am currently the eChannel Manager for
Community First Credit Union of FL.
Mark Dennis, Director of Investments and Insurance
Community 1st Credit Union, Jacksonville
markd@c1cufl.org
North Island Credit Union
Brett Everhart, EVP/COO/VP
North Island Credit Union
beverhart@myisland.com
Brett Everhart has over twenty-five years' experience in senior management, marketing, and strategic planning of financial services. Recent achievements include:
.
Increased gross annual revenue from $200,000 to over
$2,700,000
.
Built assets under management from zero to over $270
million
.
100% retention of dedicated representatives
.
98% client satisfaction ratings
.
Consistently one of the top recruiters of advisors in
the country
.
Earned the highest sales management achievement
awards in Crest and Circle
.
Built new member benefit offerings from $170,000 to
$1,010,000 annually
.
Initiated a platform program that accounts for 33% of
volume in three years
Brett has been at North Island since 1999, having also worked in the capacities of executive vice president and chief operating officer. He worked as a division manager at Waddell & Reed Financial Services from 1993-1999. Before that, Brett worked at National Investors Financial as the VP of sales and marketing from 1991-1993. Prior to NIF, he was the SVP of marketing from 1985-1991 at Baraban Securities. In addition, Brett was a self-employed financial planner from 1981-1985.
Brett graduated from the University of Kansas with a BS
in business and a 3.1 GPA. He holds NASD Series 7, 24, 52, 63 and 65
licenses as well as life and variable life licenses in California and
Missouri. He has maintained a CFP designation for 20 years.
Credit Union National Association
Joe Day, Director for Business Development
Credit Union National Association
jday@cuna.coop
Joe Day is director of business development for CUNA's Center for
Personal Finance. He develops and markets credit union financial
literacy materials and has been involved in numerous product roll-outs
and enhancements during his 14 years at CUNA. He also manages the
International Credit Union Day program. He holds a bachelor's degree
from the University of Wisconsin-Madison and is a graduate of CUNA
Management School.
Jim Hanson, VP for Personal Finance
Credit Union National Association
JiHanson@cuna.coop
Jim Hanson is VP of CUNA's Center for Personal Finance. His career at
CUNA includes administering all of CUNA's fee-based business to business
and business to business consumer offerings. He holds a bachelor's
degree in Journalism from the University of Wisconsin. CUNA is the
premier
trade association serving the credit union movement. s
Vista Federal Credit Union
Bill Partin
CEO - Vista Financial Services, LLC
SVP, Chief Sales and Service Officer for Vista FCU
bill.partin@vistafcu.org
Bill Partin has more than 27 years of experience in the
financial services industry. His background includes working for seven years as
the Vice President of Operations in the banking industry. Bill worked for Dean
Witter for three years and launched, and ran, a regional broker-dealer for four
years as the President of Duerr Financial Corporation. His credit union
experience began at Lockheed Federal Credit Union in 1989, and he has led CUSOs
and Investment Services programs at Kinecta, PFF Bank & Trust, and Orange
Countys Credit Union before joining Vista FCU/Vista Financial Services in 2005.
Bill currently serves on the NACUSO Advisory Board and helped form the Credit Union Program Managers Association in southern California. Bill received his MBA from the University of La Verne and his BS-Finance degree from the California State University at Long Beach.
The Golden 1 Credit Union
Michael Lee, Member Education Manager
The Golden 1 Credit Union
mlee@golden1.com
Michael D. Lee CPA is the Member Education Manager with the Golden 1 Credit
Union. He has served in this capacity since 2000. Michael conducts over
200 financial workshops annually on Investment and Credit Union topics to
the members, companies, schools and organizations. Michael serves on the
board of Junior Achievement in Sacramento and the California Nevada Youth
Involvement Board.
Lennie Gzesh, VP of Financial Services
The Golden 1 Credit Union
lgzesh@golden1.com
TEG Federal Credit Union
Leitha Gatewood, VP of Sales and Service
TEG Federal Credit Union
leithag@tegfcu.com
Leitha Gatewood has held the position of VP of Sales and Service for TEG Federal Credit Union since 2005. Her main focus it to ensure TEG is providing superior service to its members and potential members. She is also responsible for coaching TEG's branch managers (including Call Center manager) to ensure TEG's front line staff is informed, educated on TEG products and services, motivated and is effectively and profitably cross selling to its members.
Leitha has been with TEG for 10 years and has held positions as Teller, Member Service Representative, Trainer, Call Center Manager, Lending Manager and VP of Lending.
Her daily goal: To "WOW" members.
"It makes my day to see the expression of a member who's been "WOWed" and of the TEG employee who did the "WOWing"."
Stephanie Hahn, Director of Training
TEG Federal Credit Union
StephanieH@tegfcu.com
Stephanie Hahn is a "go getter" who loves to learn. As Training Coordinator for TEG, she understands the importance of thorough training and the implementation of such training. She held positions as Teller, Account and Loan Specialist and Branch Manager. She has learned a lot during her 11 years with TEG and uses her knowledge and experience to help TEG move in a positive direction.
Stephanie Mollinelli, Director of Marketing
TEG Federal Credit Union
StephanieM@tegfcu.com
As Director of Marketing for TEG, Stephanie is responsible for directing TEG's marketing strategy and day-to-day activities in order to continue to improve its competitive position and increase brand awareness in the Dutchess, Orange and Ulster County markets it serves.
With about a decade of experience in the marketing and communications field, prior to joining TEG she served as the Employee Communications and Program Manager at Resorts Hotel & Casino in Atlantic City, NJ. Before that she spent six years with John Mallen Communications, a global PR and Marketing Communications agency based in Kingston, NY, developing integrated marketing communications programs and managing some of the agencies largest accounts.
Stephanie is a graduate of the State University of New York at New Paltz with a B.A. in communications and concentration in public relations.
Kathy Fogarty, VP of Human Resources
TEG Federal Credit Union
KathyF@tegfcu.com
As Vice President of Human Resources at TEG Federal Credit Union, Kathy Fogarty's role is to provide the same level of service and support to TEG's internal customers - its employees - that TEG expects its employees to provide to members. Recent initiatives undertaken by her department include transitioning to a behavioral -based method of recruiting new employees, initiating Scorecards for accountability for every position at the credit union, and introducing Internal Service Surveys where employees can rate their satisfaction with the internal departments of the credit union.
Kathy has a total of 26 years of service to credit unions. She began her career at Hudson Heritage Federal Credit Union, where she worked for 10 years, and did everything from being a teller to managing their mortgage department. She is in her 17th year at TEG. In addition to her current position, she has held the positions of Branch Manager and Vice President of Educational Services.
Desert Schools Federal Credit Union
Becky Nilsen, CEO
Desert Schools Financial Services
becky.nilsen@desertschools.org
Becky Nilsen is the chief executive officer of Desert Schools Financial Services, LLC, in Phoenix, Arizona. Desert Schools Financial Services is a wholly owned subsidiary of Desert Schools Federal Credit Union, one of Arizona's oldest credit unions.
A credit union leader with more then 33 years in the field, she specializes in CUSO start-up operations and acts as a consultant to other credit unions and CUSOs on policy and procedure issues, the development of business plans, establishing credit union referral and training programs, and the due diligence process for identifying a broker/dealer provider. She holds the following license: NASD series 7, 66, 24, 28 & 53 as well as Life and Health Insurance agent's license and Property/Casualty Insurance broker's license for the State of Arizona.
Becky is a current Advisory Board member for The Estate Services Group and serves as Secretary for the Board of Directors for Product Research Organization for Credit Unions (PROCU). She is also a Director on the Kiwanis Club of Phoenix Board. She is a former board member of the National Association of Credit Union Service Organizations (NACUSO) and served as a member of the executive committee in the role of Vice Chair 2003 - 2004, as treasurer from 2000 - 2003 and secretary from 1997-2000. She served as an executive board officer of the Seattle King County International Credit Association, the Better Business Bureau of Washington and Oregon, the Washington State Credit Union Collectors Association and the Bremerton Chapter of Credit Professionals International.
Becky led the start-up and implementation of Desert Schools Financial Services early in 1999, and she is responsible for operations, marketing, new product development and budgeting. The CUSO provides credit union members with access to quality investment, insurance and estate planning products and services. Desert Schools FCU has 323,000 members, $2.7 billion in assets and 54 branch locations.
DSG Network
Bob Grieb, Principal
DSG Network
rfgrieb@dsg-network.com
Heywood Sloan, Principal
DSG Network
heywoods@ix.netcom.com
Alabama Telco Credit Union
Diane Nazarchyk, AVP of Organizational Development
Alabama Telco Credit Union
dianen@alatelco.org
Diane Nazarchyk is currently the AVP of Organizational Development for Alabama Telco Credit Union and has served in this capacity for the past 1 ½ years. ATCU is a community chartered credit union with $332 million in assets that serves over 53,000 members.
Diane has over 12 years credit union experience and has worked as a teller, member service representative, loan officer, training manager, and certified trainer for sales and service. In October 2003, she received, "The Chi Pi Delta Award" from CUNA for the best development of a credit union university. In April 2006, Diane was a presenter at the CUNA HR/TD Conference in Washington, DC on "Building and Evaluating Credit Union Universities." She is a member of the planning committee for the 2008 CUNA HR/TD Conference and the American Society for Training and Development. Diane recently participated in the pilot program for Educated Investor's Virtual University with 100% employee participation!
United Nations Federal Credit Union
Steve Ryerson, President
United Nations Federal Credit Union Financial Advisors
sryerson@unfcu.com
Steve is President of UNFCU Financial Advisors, an SEC registered investment advisory firm and wholly owned subsidiary of the United Nations Federal Credit Union (UNFCU). He has 27 years of financial services experience. He originally joined UNFCU in June 2003 as Vice President of Financial Services, a position he still holds.
Steve's responsibility is to oversee the development and implementation of programs for the UNFCU Investment and Insurance Centre's which provides a comprehensive array of financial services to the staff, family members and retirees of the UN and its affiliated agencies around the world. UNFCU currently supports UN staff in 210 countries. Additionally, UNFCU Financial Advisors offers a suite of global financial programs and services for credit unions, non-profits, missions and embassy's.
CFE Federal Credit Union
Becky Humphrey, Manager, Business Development
CFE Federal Credit Union
RHumphrey@mycfe.com
Becky Humphrey is the Business Development Manager of CFE Federal Credit Union, a $1 billions, not-for-profit, member-owned financial cooperative serving the Central Florida community for 70 years.
The credit unions' membership includes anyone who lives, works, worships, attends school or volunteers, and any businesses or other legal entities located in Orange, Osceola, Seminole and Lake Counties.
Becky has a Bachelor's Degree from the University of Texas at Austin. She has been employed by CFE for 9 years, and Manager for the past six years. In 2006, CFE was named Federal Credit Union of the Year by NAFCU. CFE was recently named Best Credit Union in Central Florida by the Orlando Business Journal for the second year in a row.
Addison Avenue FCU
Scott Jenner, CEO
Addison Avenue Financial Partners
scott_jenner@addisonavenue.com
As the President/CEO of Addison Avenue Financial Partners, LLC, Scott Jenner manages the largest credit union investment program in the country. Prior to joining Addison Avenue, Scott was Senior Vice President of Financial Services at The Golden 1 Credit Union where he oversaw the Investments, Insurance, and Member Education divisions.
Scott brings over 26 years of financial services experience to Financial Partners. He previously held positions as an investment services consultant and registered representative with WesCorp Investment Services, LLC, and as head of the Commercial Asset Marketing Department for Resolution Trust Corporation/FDIC.
Scott maintains a strong focus on member service and is a vocal advocate for volunteerism within credit union community. For the past five years, he has served as Treasurer for the Product Research Organization for Credit Unions (PROCU). Since 2006, he has also been an active member of the Financial Services Advisory Board for the National Association of Credit Union Service Organizations (NACUSO).
Xtra Cash, LLC
Lon Neofotist, Managing Director
Xtra Cash, LLC
Lneofotist@xtracashllc.com
Lon Neofotist is the Managing Director of XtraCash, LLC. He has nearly ten years of experience in the payday lending industry as a Managing Director/District Manager for three different companies. He has been responsible for those companies' operations in Kansas, Missouri, Iowa, Nebraska, Illinois, South Dakota, and North Dakota.
Mazuma Credit Union
Rob Givens, President/CEO
Mazuma Credit Union
rob.givens@mazuma.org
Rob Givens is the President/CEO of Mazuma Credit Union, a $342 million Kansas City institution with ten branch offices, almost 52,000 Members and 195 employees. Mazuma was founded in 1948 as Federal Employees Credit Union and serves many federal workers, the employees of over 130 local companies and anyone who lives or works in Jackson and Clay Counties, Missouri.
Over the past 21 years Rob has served as AVP of Data Processing, Chief Financial Officer and CEO of seven credit unions varying in size from $75 million to over $2 billion in assets. He was raised in St. Louis and has a BS in Business Administration from Kansas University. He also earned an MBA from the University of Utah. Rob served 11½ years in the U.S. Air Force as a Navigator, Accounting & Finance Officer, Fiscal Control Officer and Education Officer. After leaving the Air Force, he worked for Control Data Corporation, Quinox Corporation and IBM. Rob has been married to Debbie for 38 years and they have two children and six grandchildren.
In his almost six years at Mazuma, Rob has helped create and served on the boards of a Marketing CUSO; a mortgage CUSO with origination and servicing capacity, realty services and soon a title entity; a payday lending company and a statewide business lending CUSO. He was the sole CU participant in the 2005-06 Deluxe Financial Services Collaborative along with 14 other executives from banks around the country to develop a better needs assessment experience for small businesses. He has served on the Boards of a local YMCA building effort, and a local community redevelopment partnership.
CU Holding Company
Lisa Renner, CEO/President
CU Holding Company
lrenner@beyondmarketingllc.com, lrenner@cuholding.com
Lisa Renner is CEO of CU Holding Company, LLC. The holding company is an owner/partner in the following CUSOs: Beyond Marketing, LLC, TruHome Solutions, LLC, XtraCash, LLC and Co-operative Payroll Solutions, LLC.
Renner is CEO of Beyond Marketing, the first full-service marketing CUSO. Renner is also a founding partner, board member and plays an active role as CU Holding Company's owner-representative in the multi-owned mortgage CUSO, TruHome Solutions, as well as the payday lending alternative, XtraCash. She is also a partner and board member of the multi-owned payroll processor, Co-operative Payroll Solutions.
Renner was appointed chief marketing officer for NACUSO in May 2005, with Beyond Marketing serving as the official marketing firm for the association. In October 2005, she was elected to the NACUSO board of directors and was elected an officer of the board in 2007. Renner was recently named to The Filene Research Institute and Center for Credit Union Innovation's i3 team of next generation leaders.
Renner joined Mazuma Credit Union, the parent credit union of CU Holding Company, LLC, in May 1997 as vice president of marketing and continues to serve as the marketing executive consultant.
Renner is a frequent conference speaker and strategic planning facilitator. Her background includes extensive experience in strategic planning, CUSO development, marketing metrics, advertising, market research, product development and Web/online marketing. Prior to coming to Mazuma, she worked for the American Management Association and the American Business Women's Association.
Renner obtained her masters in marketing from the University of Alabama and graduated magna cum laude from the University of North Alabama with a bachelor of science in marketing and minor in public relations.
National Credit Union Administration
Carl Windom
National Credit Union Administration
cwindom@ncua.gov
As a credit union professional, Carl has over 23 years with the National Credit Union Administration; Over the span of his career he has served in a variety of positions that made him an expert in the banking industry. Credit Union field and principal examiner, Case Officer, EEO Counselor, insurance analyst, Y2K specialist, and regional training specialist are just some of the positions he has served in. Currently he serves as an Economic Development Specialist for the agency. In that role, Carl provides advice to credit unions by Training, Grant assistance, and partnership building to small credit unions nationwide. To wit, he trains and speaks regularly at a variety of credit union industry functions regularly through out the United States, Puerto Rico and the Virgin Islands. Events such as NCUA's National and SCUP Conferences, state league meetings, and trade association conferences are just some of the events attended over the last 3 years.
He serves as an expert speaker, panelist, and trainer on a variety of business topics from community development and partnership building, resource development, chartering credit unions, and federal credit union rules and regulations. He provides training sessions for credit unions on an array of topics, such as strategic and business planning, succession planning, financial education program development, institutional management, recordkeeping, and industry finance, field of membership issues and many more business and credit union business development issues.
He has experience as a resource provider with disaster relief assistance in 1994 and 2005. In 1994, he served as an independent consultant working with the SBA helping clients fill out disaster relief loan documents and restoring business financial records during the Albany, Georgia flood of 1994. In 2005, as an NCUA employee he worked the disaster relief call center and consulted with numerous financial institutions on disaster relief programs and initiatives for credit unions on the ground in New Orleans, LA. Currently, Mr. Windom is serving as a trainer in the Louisiana Road to Home Program with NeighborWorks America. Moreover, he also served as a volunteer facilitator for America Speaks for Community Congress 2 and 3 on the Unified New Orleans Plan (UNOP).
Carl Windom has a unique blend of experience and education in the field of professional and personal finance, community and economic development, and accounting. He has over 17 years as a consultant and trainer, with his own company so named Money Skills Education. In that capacity provides such services as a consultant, financial advisor, accountant, auditor, and educator and trainer. His has worked with a wide variety of faith based, non profits, city and county governments, individuals, and companies. For the past four years, he has served as a consultant for NeighborWorks America. Moreover, he presently teaches and serves as the lead instructor for the NeighborWorks Financial Fitness HO 209 course. In role, he is responsible for keeping the course content current and teaching it with relevant and current information on financial industry trends, content, practices, and consumer laws.
He is a four year Navy Veteran; and has a BBA with a concentration in Accounting from Georgia State University in Atlanta, Georgia (1983). He is a Graduate of the Class of 2004 USDA Graduate School Executive Leadership Program, and is designated as an adjunct professor at Southern New Hampshire University. He loves basketball, traveling, helping and meeting people.
LIMRA
Lynn M. Ferris,
Associate Research Consultant, Custom Research
Joined LIMRA in 1978, and currently markets and conducts individual company proprietary research studies as well as LIMRA's consortium studies. She also markets the products and services offered by LIMRA's Retirement Resource Center. With her background in applied statistics and survey research, she is well positioned to help companies find solutions to their business needs.
Ferris has published numerous articles in LIMRA's MarketFacts Quarterly and is a frequent presenter at LIMRA's conference and meetings. Prior to joining the Custom Research unit, Ferris conducted middle-market consumer research. She also conducted numerous group and benefit marketing cost studies and managed the activities of a staff of research analysts.
Ferris received her B.A. in sociology from Central Connecticut State University.
Randolph Brooks Services Group
Larry Scott, COO
Randolph Brooks Services Group
lscott@rbfcu.org
SAFE Credit Union
Tarrah Palomino-Prim, Web Services Manager
SAFE Credit Union
tarrahp@safecu.org, tarrah.palomino-prim@safecu.org
