Discovery Session Speaker Bios
Scott manages Executive Benefits' specialists and coordinates their efforts to deliver solutions for deferred compensation programs for credit unions' senior level executives to help recruit, retain and reward key executives.
Scott has been with CUNA Mutual since 2000, most recently as the business development and marketing manager for Specialty Distribution. As a member of the Specialty Distribution leadership team, he has been directly involved in the success of the Long-Term Care and Executive Benefits business. In addition to product expertise, he brings deep credit union knowledge as well as sales management experience to his most recent role as sales specialist manager.
Scott officially joined CUNA Mutual Group in 2000 when CUNA Mutual purchased League Insurance Agency, which was a wholly-owned subsidiary of the Connecticut Credit Union League. From 1989 to 2000, Scott served as vice president of marketing for League Insurance Agency.
When not consulting and speaking, you can find Josh fighting hard for our movement alongside you as the relationship development manager for Horizon Credit Union. He is a passionate public speaker and has been invited to present on a number of topics related to youth outreach, relationship management and CU philosophy.
His youth and business development programs have garnered national awards and recognition, and he has been cited in Credit Union Times and multiple CU blogs for his youth outreach and business development ideas.
He lives with his beautiful wife and children in Spokane, Washington, and has served as the Eastern Washington vice chair of the WCUL Youth Development Council and a director on the board for Communities in Schools (CIS). Additional community involvement includes the NYIB, graduation from Leadership Spokane and certification as a Credit Union Development Educator (CUDE).
As president and CEO, John has overseen the expansion of Sierra Central Credit Union to 16 branches and more than $627 million in assets. Since John joined the credit union in 2000, assets have more than doubled and the credit union’s member base grew to over 70,000 members. Before joining Sierra Central Credit Union, John had more than 20 years of successful banking, marketing, community involvement and sales experience, serving in a number of leadership positions at Washington Mutual Bank, Great Western Bank and other professional organizations in Northern California.
Shahab helps organizations take advantage of iPad/mobile technologies to increase revenue, reduce costs and improve customer satisfaction. He is a visionary thought leader and builder of successful companies who has been at the forefront of trying to make sense of the various technology shifts in the past two decades. Shahab has advised several startups, early-stage companies and Fortune 500 companies in making the most of these technology shifts. His focus has been on new products and platforms for the enterprise. His track record as a builder of companies includes IPOs, successful acquisitions as well as a failed startup.
Ann assists credit unions in identifying areas of risk in their operations and recommends appropriate loss controls to reduce loss exposure.
Since beginning her career with CUNA Mutual in 1974, Ann has worked in claims, underwriting and loss prevention within the Credit Union Protection Division. Ann is frequently asked to speak by various organizations on a variety of fraud and compliance topics. She also provides training for credit union employees and is considered an expert on payments. Ann often conducts training seminars on electronic payments, cards, ACH and wires. She is also responsible for researching and analyzing emerging risks for product development along with developing resources and other training material for credit unions.
Ann attended the University of Wisconsin and is a member of the International Association of Financial Crime Investigators Group.
When Brent Dixon was a kid, he wanted to be a tractor. That didn't work out, and now he is a designer, speaker and advisor specializing in young adult issues. The Filene Research Institute and Brent have worked with more than 25 state credit union leagues, a dozen individual credit unions and credit union trade associations in the United States and Canada to distill Filene's extensive library of young adult research into successful outreach initiatives.
Brent likes to make things, including The Haberdash, a creative studio with a love for people, design and the Web; The Crash Network, a community of more than 100 young credit union leaders fighting for the future of the movement; Things That Have Nothing To Do With Credit Unions, But Have Everything To Do With Credit Unions, an inspiration blog for an industry stuck in its own head.
Brent has been cited in and written for numerous industry publications, and is a contributing author to The Age of Conversation 2. He writes about whatever tickles his fancy at itsjustbrent.posterous.com.
Neil is senior partner of Goldman Consulting & Strategy (GCS, Inc.), an organizational development and perceptual research firm founded in 2002, working primarily with credit unions. He also is former president and owner of Member Research, serving credit unions since 1988. At last count, Neil had worked with hundreds of credit unions in 43 states nationwide.
Through strategic planning, research services, workshops and consulting, Neil and GCS provide insights and information for better decisions and better leadership. Effective research and successful leadership share a common purpose – and the core driver of Neil’s work — to facilitate positive change.
Through foundational models developed in 25+ years of consulting and his doctoral work, Neil provides tools to assess and develop focus and success. Key tools here include the Shared Vision/Distinction© Model for organizations, the Wheel of Leadership© for individuals, and the 6P© Model for research. Whether from focus groups, through facilitating planning meetings, workshops, training sessions or custom research development, Neil’s continuing objective is to turn research into results and information into action.
Neil holds a doctorate in organizational leadership from Pepperdine University, where he also obtained an MBA with marketing emphasis. Neil’s educational background also includes a B.A. in Communication Studies from the University of California at Santa Barbara.
Neil is a frequent speaker at industry conferences and a regular contributor to industry trade publications, including his column in Credit Union Journal. GCS attributes their outstanding reputation to a foundation of core organizational leadership principles and proven real-world strategies that allow leaders to assess and build growing levels of fulfillment and success.
Denny is based in Missouri and specializes in helping financial institution clients in strategic planning, sales effectiveness, incentive compensation and executive coaching.
Denny has an extensive background in financial services. He has consulted with more than 100 banks and credit unions with assets ranging from $50 million to more than $25 billion. He is a frequent speaker at national, state and local conferences; he has presented to hundreds of groups on a variety of topics related to FI-Strategies' core competencies.
Before forming FI-Strategies, Denny was president and CEO of The Institute of Financial Education, a not-for-profit educational foundation for the savings and loan industry. He also served as senior vice president and management committee member of a $1.5 billion, publicly traded thrift in St. Louis with 30 branches. He served as both SVP of consumer banking and SVP of human resources. Denny has held a variety of other positions including teller, new accounts, loan officer, business development officer, training director and sales manager.
Mike works with clients in the financial services industry. His primary areas of focus are performance management, compensation and strategy. Mike's firm works jointly with executive management teams and board members to develop a balanced scorecard of performance objectives which, in turn, can be used to self-fund various compensation plans. Since 1998, Mike has worked with more than 300 credit unions and banks with assets ranging from $25 million to $12.5 billion. Mike has presented his contemporary approach to managing performance to numerous state and national associations.
He co-authored the book Performance Compensation for Stakeholders: 14 Prerequisites for Success. Prior to joining MHA, Mike was a consultant at Deloitte. During his tenure at Deloitte he worked with clients in the financial services, retail, manufacturing, logistics, aerospace and defense, and state government sectors. Mike received an MBA from the University of Kansas and an undergraduate degree in finance from Nebraska Wesleyan University. While at Nebraska Wesleyan, Mike was an Academic All-American and inducted into university's athletic hall of fame.
Most recently, Mike authored a white paper for the Filene Research Institute on the topic of strategic growth and budgeting. Mike is an applied research advisor with the research institute.
George believes that the cooperative self-help model can (and should) be more efficient, effective, proactive and innovative. As the chief research officer at the Filene Research Institute, George works hand-in-hand with the world's academic community to prove it.
Managing an extensive pipeline of economic, behavioral and policy research related to consumer finance, George is responsible for arming credit unions with the straightforward, unbiased information they need to compete on their members' behalf. Prior to joining Filene in 2005, he spent eight years leading the executive education, research and product development functions for the Credit Union Executives Society (CUES).
Before his career in consumer finance, George worked for five years in the former Soviet Republic of Uzbekistan, first as a Peace Corps Volunteer and later with a variety of public and private employers. George earned an MBA from the University of Wisconsin-Madison and serves as the president of the board of directors at Willy Street Coop, a $30 million natural foods cooperative. He is the proud father of two boys and resides in Madison, Wisconsin, with his wife, Carrie.
Hap is a business leader in chip infrastructure management for Visa Inc. He is responsible for US chip (contact & contactless) card programs at Visa. Additionally, he has extensive risk and compliance experience in PCI DSS and payment application security. Hap has more than 10 years of information technology experience with a specialized focus in data security. Prior to joining Visa, Hap worked for IBM on various IT development projects with large governmental agencies and private corporations.
Ondine has been part of the credit union industry for more than 27 years and began her career as a teller at Baxter Credit Union in 1985. Ondine is the owner and founder of Card Analysis Solutions and CreditCardConnection.org. Card Analysis Solutions is entering its eighth year working as an advocate for credit unions in card program management. The company's mission is to impart knowledge in an unbiased and independent manner to credit unions specifically in the area of card program management and managing program expenses.
Ondine extended her advocacy for credit union credit cards by creating CreditCardConnection.org, a free resource for consumers and credit unions in 2009 to directly connect consumers to the most fair and ethical credit card programs in the country – credit union credit cards. Her work has been mentioned on CNN, MSNBC Morning Joe, Oprah.com, O Magazine, Larry King Live, CBS Sunday Morning and is consistently mentioned in media outlets. Ondine worked directly for Suze Orman in 2010, but ultimately decided the credit union industry was where her passion remained.
Geoff is the vice president of online banking at FiServ. He has been with the company for more than eight years, and is part of the Digital Channels division. Geoff and his team are focused on delivering next generation online financial services and supporting consumer adoption of those services through marketing. His team conducts in-depth, end-user research and analysis to gain a deep understanding of consumer financial behaviors, enabling them to deliver products and services that allow FiServ clients to optimize online relationships with their customers. Geoff's organization also develops and executes a variety of marketing strategies aimed at increasing adoption and usage of the online channel.
Prior to joining FiServ, Geoff spent eight years in the treasury management industry with Citibank, SunTrust and SunGard. He holds bachelor's degrees in both finance and marketing from Florida State University and a Master of Business Administration from Emory University.
Randy is vice president of organizational capability at CUNA Mutual Group. He reports to the senior vice president of human resources and leads a team responsible for CUNA Mutual Group’s recruiting, training, learning, development, employee performance improvement and cultural transformation programs.
Prior to joining CUNA Mutual Group in 2006, Randy held similar positions with Fireman’s Fund Insurance Company, Bank of America and the Pacific Gas & Electric Company. He has experience with learning management system providers Syntrio, Saba and Docent before becoming a Learn.com customer in 2007.
Since joining CUNA Mutual Group, Randy has led the consolidation and transformation of six decentralized training departments into a high-performing learning and performance organization. This transformation is saving the company over $2 million each year in direct expenses and has significantly improved business performance. He has led the company’s cultural assessment work, engagement surveys and improvements in the talent management process. Randy is currently heavily engaged in the HR transformation work, including the migration from PeopleSoft HR information systems to Workday. He also provides regular project updates to the senior executive team.
Randy's profession before venturing into the training and development arena was focused on the start-up, operations, safety and emergency coordination of nuclear and fossil fuel power plants for the U.S. Navy, Portland General Electric and Pacific Gas & Electric Company.
Randy earned a bachelor’s degree in organizational behavior from the University of San Francisco. He is also a graduate of the Public Utility Executive Program at the University of Idaho and the U.S. Navy Nuclear Power Program.
Bob is a financial support consultant at CUNA Mutual Group. He is responsible for providing financial and consulting support to the account teams for large and mid-size credit unions. He is accountable for demonstrating the financial impact of CUNA Mutual products on credit union financial goals.
Bob provides high-quality financial analysis tools to communicate the value of CUNA Mutual Group solutions. He helps account teams become more successful by providing analytical support throughout the sales process. He also provides financial coaching and training to help account teams successfully articulate the financial impact of our solutions.
Prior to joining CUNA Mutual in 2004, Bob was the director of accounting for Affinity Plus Federal Credit Union of St. Paul, Minnesota. He was responsible for the asset liability management, the investment portfolio and monthly financial statements. Previously, Bob was an accounting manager for Postal Credit Union in St. Paul. He has more than 20 years of credit union experience, all focused in areas of accounting and finance.
Patrick is a corporate sales planner responsible for sales strategy development and execution for CUNA Mutual Group's Lending Products and Solutions. Patrick joined CUNA Mutual Group in 1998. Prior to his current role, he served as the regional sales manager for CUNA Mutual Group's Central Region. Other positions held include manager of business development for the midwest marketing division and assistent vice president of solutions training, where his team was responsible for product and process knowledge training for the business-to-business solution groups within CUNA Mutual Group. Patrick earned a Bachelor of Science degree in Human Resource Management from the University of Kansas.
Credit union executive by day. Mojo Company principal by night. Matt’s primary passion is his work as chief culture officer for Mazuma Credit Union. He is also recognized as a speaker and consultant helping other organizations with what he’s passionate about: developing awesome culture, organizational identity and leadership. He has spoken at CUNA’s national training and development conference and other events, and has been named as one of Credit Union Times’ “Trailblazers 40 Below.” Matt writes for Training magazine, where he is a Top 125 Award Winner, and contributes to the major credit union industry trades. Matt is earning his Master’s degree in Organizational Leadership from Gonzaga University.
Jill joined Maps Credit Union in early 2009 as vice president of development. In that role, she oversees marketing, HR, business development, outreach and education partnerships.
Three accomplishments Jill has been most excited about since joining Maps include organizing a service-learning team to learn about banking and to help build schools in Oaxaca, Mexico; incorporating the Maps Community Foundation, a 501(c)(3) charitable affiliate of the credit union; and building a team of financial advocates to deliver financial capability training in the community.
Jill has been involved in credit unions since 2001 because she believes she can make a difference helping individuals build assets and that credit unions are an important tool to achieve economic justice. She previously served as executive director of Credit Union House in Washington, D.C., and as director of advocacy and communication for the Montana Credit Union Network. She also participated in the Filene Research Institute's 30 Under 30 program.
She continues her credit union involvement as a Northwest Credit Union Association Advocate and is on the NWCUA Future Leaders and Grassroots Advocacy Task Forces. Jill is currently a co-chair of the Young Credit Union Professionals of Portland and is also a member of the national Young Leaders for Kids Advisory Board for Credit Unions for Kids.
Jill lives in Salem, Oregon, with her husband and young son where she is active in the local Chamber of Commerce and is a board member of Salem Rotary. When Jill is not chasing the dream of financial inclusion for all, she runs, qualifying for her first Boston Marathon in 2012.
Jill holds bachelor's degrees in public relations and communications from Carroll College in Helena, Montana; a master's in public administration from the University of Montana at Missoula; a certified association executive endorsement from the American Society of Association Executives; and a Credit Union Development Educator designation.
Leanne has 32 years of experience at State Employees' Credit Union (SECU) (NC) during which time she has held different roles including managing all operations and delivery of the credit union's debit, prepaid and credit card programs to 1.5 million cardholders. Direct responsibilities also include product and operational management of SECU's ATM network consisting of 1100+ ATMs throughout the state of North Carolina. Leanne is a member of SECU's Technology Steering Committee that is responsible for reviewing and analyzing all new technology and project initiatives for the credit union. Leanne also serves on various advisory board and focus groups for Visa, PSCU and Diebold.
David has served as the Voice of Customer program manager for CUNA Mutual Group since 2009. He is responsible for the coordination of research findings and efforts, and dissemination of information across business units. He is also responsible for helping to bring CUNA Mutual Group's research to credit unions through white papers and speaking engagements.
David joined CUNA Mutual Group in 2007 as a project manager in the sales and marketing areas, working on a number of product, sales and marketing related projects.
David is a CUNA Mutual Group 2008 Values in Practice Award winner, which spotlights extraordinary employees who consistently exceed results and demonstrate CUNA Mutual Group's corporate values. Outside of work he participates in leadership positions within the Madison community.
Prior to joining CUNA Mutual Group, David was in implementation services for Epic Systems in Madison, Wisconsin, from 2003 to 2007, he handled project management and project coordination for large-scale medical software implementations.
Along with a Bachelor of Arts from Calvin College, David has earned a Master of Arts from The Catholic University of America as well as a master's from the University of Wisconsin-Madison in 2000. During that time, he served as a research and teaching assistant for a variety of courses.
Joe joined EECU in April 2005. His responsibilities include the management of the consumer lending, indirect auto lending, real estate lending, commercial lending and collections areas. Joe previously spent 15 years at Guaranty Bank in Dallas as senior vice president of consumer lending, vice president of loan prodeuction and consumer lending operations manager. He worked with Mera Bank in Dallas from 1994-1999 as a loan officer, underwriter and regional manager. Joe has a B.S. in Business Administration from West Virginia University.
Katie works as an account manager within the financial services vertical at Google. She focuses on banking and lending clients, helping them to grow their digital marketing efforts through Google search, mobile, display and YouTube products. Prior to joining Google in 2010, she worked with Provident Credit Union as a business development and marketing specialist. Katie has a bachelor's degree in communications and political science from UC Berkeley.
Garth began his credit union career in 1980 as vice president of Hutchinson Credit Union. He was named president in 1989 and continues in that capacity. Prior to finding the world of credit unions, Garth worked two years for Security Pacific Bank Corp. of California.
Garth has served on the board of Kansas Corporate Credit Union for 6 years. He has been serving on the board of the Kansas Credit Union Association for 22 years, five as chair. He is a volunteer for the Kansas Cooperative Council and is currently serving on the Cooperative Alliances Committee for the Credit Union National Association. In 2006, the Governor appointed him to the Kansas Credit Union Council, serving 6 years with 4 years as chair.
Garth is a graduate of Kansas State University with BS degrees in Business and Education.
Steve has more than 15 years of credit union experience, including ten years with Motorola Employees Credit Union. While at Motorola, Steve set up and managed the call center, including loans over the phone, as well as oversaw all operations, including lending. During his time there, he helped implement online lending with instant approval, a credit score and approval matrix for all consumer loans, and commercial lending. Steve has been the chief operating officer at Scott Credit Union since his arrival in 2006. Since that time Scott Credit Union has more than doubled asset size, growing from $385 million to $851 million. During that same period, they grew their loan portfolio from $236 million to $639 million.
Dan began his career with credit unions in 1999 as the assistant controller at Kemba Credit Union, Inc. In 2001, he was promoted to chief financial officer, and in 2011 to chief operating officer.
Dan served on the Ohio Credit Union League’s board for 7 years, 6 as president. He’s also served on other committees for the league and is currently treasurer of the Ohio Council of the Credit Union Executive Society (CUES).
He recently earned the designations of Certified Chief Executive (CCE) from CUES and Certified Credit Union Executive (CCUE) from the Credit Union National Association (CUNA).
Dan is very active in Cincinnati public school system, volunteering as a mentor and advisor to grade school and high school students. In the past he served on a local school decision making committee, also in the Cincinnati public school system.