Back by popular demand!
Jeff Rendel, Certified Speaking Professional, brings a wealth of education and experience to the platform for your corporation or association. With experience as a federal regulator, financial executive and Congressional lobbyist, Jeff knows business and – especially – the financial services' marketplace.
As President of Rising Above Enterprises, Jeff works with financial services providers that want elite results in leadership, sales, and strategy. Each year, he addresses and facilitates for more than 100 financial institutions and their business partners.
Paul Smith is a keynote speaker, corporate trainer, and author of Lead with a Story: A Guide to Crafting Business Narratives that Captivate, Convince, and Inspire (amacom books, august, 2012).
Whether it's the CEO's speech to the board of directors, or the hallway conversation with your boss, his conclusion is this: the difference is storytelling. Great leaders do it well. Mediocre ones don't. Paul's training courses show you how, and provide a set of brilliant stories to start your collection.
As Director of Consumer & Communications Research at Procter & Gamble, Paul has spent a career observing and researching what it takes to connect with, inspire, and motivate a change in human behavior — in other words, leadership.
In his two decades of experience at Procter & Gamble and Andersen Consulting, Paul has served in leadership positions in several multi-billion dollar business units, manufacturing plants, consulting roles, and sales teams working directly with global retailers including Wal-Mart, Sam's Club, and Costco. He is also a highly rated leadership and communications trainer for P&G's management training colleges.
In addition to teaching leadership by storytelling, his external training experience includes a partnership with Chip & Dan Heath, authors of the New York Times best-selling book, Made to Stick: Why Some Ideas Survive and Others Die, where he created their first licensed training program.
Paul holds an M.B.A. from The Wharton School of Business at the University of Pennsylvania.
At the age of 27, Chad Hymas' life changed instantaneously when an accident left him a quadriplegic. Since that time Chad has been recognized by the state of Utah as the Superior Civilian of the Year. He is the president of his own communications company and an internet marketing company.
At 37 years of age Chad is the one of the youngest ever to receive the CPAE award and be inducted into the National Speaker Hall Of Fame. As a member of the National Speakers Association Chad spoke at over 220 events last year. He travels as many as 300,000 miles a year. Last year Chad spoke in 5 new countries on 4 continents, to hundreds of professional and civic organizations such as Wells Fargo, Blue Cross Blue Shield, AT&T, Rainbird, IHC, American Express, Prudential Life, Vast FX, Zion Securities, and others.
Chad is married and he and his wife are the proud parents of three children. They currently reside in Rush Valley, Utah on a 200-acre wildlife preserve. Chad is a world-class wheelchair athlete enjoying basketball, wheelchair rugby, hang-gliding, and snow skiing. In July 2003 Chad set a World Record by wheeling a personal marathon of over 500 miles from Salt Lake City to Las Vegas. Chad is also the author of the regionally best-selling book Doing What Must Be Done.
Chad Hymas will not only inspire, motivate, and move your audience... He will create an experience that will touch their hearts for a lifetime. Chad's topics focus on the areas of Leadership, Teambuilding, Customer Service, and Mastering Change!
Paul Gentile is the executive vice president of strategic communications and engagement at the Credit Union National Association (CUNA).
Prior to joining CUNA in that role, Gentile was president/CEO of the New Jersey Credit Union League, the state trade association for New Jersey's credit unions. Gentile re-energized the New Jersey Credit Union League by launching new branding efforts, programs, and political action. Under Gentile's direction the League launched the "Banking You Can Trust" consumer awareness campaign and spearheaded the passage of public deposit legislation in the face of intense banker opposition.
Gentile has also served as the editor and publisher of Credit Union Times, a national weekly publication covering the credit union movement. He has written hundreds of articles on all facets of the credit union movement and authored a popular opinion column.
Gentile believes credit unions play a vital role in the financial services industry by offering consumers a low-cost, high-quality financial experience. He is an advocate of regulatory flexibility for credit unions so they can provide their services to more consumers. Gentile was the impetus behind the creation of aSmarterChoice, the national consumer awareness web site developed by the CUNA/League system.
Gentile is a graduate of the University of Delaware and resides in Maryland with his wife Janet and twin eight-year- old boys Joseph and Christopher.
Ryan Donovan joined the Credit Union National Association as vice president – legislative affairs in September 2007, and was promoted to senior vice president in September 2011.
Combining his experiences as a Congressional Staff Member and credit union league employee, Donovan is responsible for the coordination and supervision of the activities of CUNA's lobbying team which represents the interests of the credit union movement before both houses of Congress. He was responsible for developing and implementing a comprehensive lobbying strategy that resulted in significant improvements to the Dodd-Frank Wall Street Reform and Consumer Financial Protection Act, mitigating the adverse impact of the most burdensome provisions of the bill on credit unions.
Prior to joining CUNA, Donovan worked for the California and Nevada Credit Union Leagues as Director of Federal Government Affairs. He also served as a member of the Congressional staffs of Representative Brad Sherman (D-CA) and former House Democratic Leader Richard A. Gephardt (D-MO).
During his tenure in Representative Sherman's office, Donovan quickly rose through the ranks from Legislative Assistant to become Chief of Staff and Legislative Director. Donovan staffed Representative Sherman on the House Financial Services Committee and worked on the legislation that moved through the committee during his tenure and managed the day-to-day operation of the Washington Congressional office.
A Missouri native and an avid fan of the St. Louis Cardinals, Donovan first came to Washington to work for former House Democratic Leader Richard Gephardt of Missouri in 1997.
Donovan holds a Master in Government degree from the Johns Hopkins University and a Bachelor of Science in Political Science from Truman State University. He and his wife, Kristi, live in Burke, Virginia, with their daughters Paige and Juliet.
Sarita Maybin is a high energy speaker and communication expert whose audiences have fun learning how to stay positive, constructively confront tough communication challenges and work together better.
Her client list includes Hewlett Packard, Kaiser Permanente, WD-40, Los Angeles County, Department of Navy and the Las Vegas Convention Center among others.
Since 1993, Sarita has spoken in 49 states, Puerto Rico, Mexico, Jamaica, Canada, England, Hong Kong, Singapore, Malaysia, and Iceland. She has been interviewed by the media about her book "If You Can't Say Something Nice, What DO You Say?"
Scott is a consultant for the Federation and his passion for the credit union movement is deeply rooted in a belief that the movement’s future success depends largely on maintaining its unique philosophy: “not for profit, not for charity, but for service.” For more than 100 years, this service-first approach has made credit unions a welcome alternative to profit- driven institutions, and Scott believes credit unions have never been more vital than they are today.
Since 1998, Bill Carter has developed Fuse into one of the leading teen and young adult youth culture marketing services firms. At the same time as, Bill has been an educator and is presently an Adjunct Professor at both St. John's University (New York City) and Champlain College (Burlington, VT). He oversees the agency's higher ed marketing practice, as well as works with the firm's other clients in a strategy and creative capacity.
Bill has been recognized in recent years with several awards, including Fast Company magazine's Fast 50 as one of marketing's most innovative leaders in popular culture. He twice was recognized by Sports Business Journal, first with the Forty Under 40 Award as one of the "most influential and important young executives in sports" and then was named to the magazine's list of the "20 Most Influential People in Action Sports."
Bill has been featured in the New York Times, and quoted in Advertising Age, Business 2.0, Brandweek, Sports Business Journal, and other media.
Bill is a graduate of Gettysburg College (B.A., Creative Writing) and Michigan State University (M.S., Sports Marketing). He spends some of his time out of the office surfing, snowboarding and fly-fishing.
As chief executive officer for Coopera, Miriam promotes Coopera's Approach to serving Hispanics throughout the credit union industry. This comprehensive approach has helped credit unions and credit union industry organizations position themselves for long-term growth by serving Hispanics. The idea of a "double bottom line," where sustainable growth strategies are synonymous with social value is central to Coopera's mission of partnering with people, businesses, and communities.
Miriam also teaches English as a Second Language classes to first generation immigrants as an Adjunct Professor for Des Moines Area Community College. She graduated with honors from Iowa State University and resides in Des Moines, Iowa.
As director of membership for the Federation, Pablo leads membership development and engagement strategies and manages CU Breakthrough, a network of community development finance practitioners that provide valuable consulting services to community development credit unions. Pablo has more than 20 years of experience in community finance, working with regulated financial institutions both in the domestic and international arena.
As senior director of sales at MoneyGram International, Eric helps Financial Institutions in North America drive fee income and acquire new customers. he is focused primarily upon Person to Person Money Transfer (account to cash and cash to account); Expedited Bill Payment (10 minute service and confirmation) and Official Check and Money Order outsourcing.
As head of research and innovation for the Filene Research Institute, George arms credit unions with the creative, yet practical ideas they need to be competitive. Prior to joining Filene, he spent 8 years leading the executive education function for the Credit Union Executives Society (CUES). Before his career in consumer finance, George lived for a number of years in Uzbekistan working for such disparate organizations as the US Peace Corps, Price Waterhouse, the American Council of International Education and Qora-Tepa Village School. George earned an MBA from the University of Wisconsin-Madison, and currently serves on the board at Willy Street Coop, a $40 million, 30,000 member grocery cooperative. He lives in Madison, Wisconsin with his wife and two sons.
Lois Kitsch joined the National Credit Union Foundation as the National Program Manager of the REAL Solutions program in December of 2006. In her prior role as the Director of Field Projects with the Filene Research Institute, Lois piloted the REAL Solutions program in three leagues which implemented and tested new business models designed to serve new target markets, including young adults, immigrants and modest income households. After the transition of REAL Solutions to NCUF, the REAL Solutions program is now or soon will be offered in nine additional leagues which will include over 250 credit unions and millions of members.
Prior to joining NCUF, Lois managed credit union development projects throughout Europe and Asia for the World Council of Credit Unions and has actively promoted credit union development in over 30 countries. From 1997 to 2001, she was the project manager of a successful credit union strengthening program in the southern Philippines. She has also traveled to Afghanistan four times to obtain funding for and determine the best method of promoting credit union growth in that war-torn country. Prior to her employment with WOCCU, Lois held management positions in credit unions in Florida and North Dakota.
Lois has received the designation of Credit Union Development Educator for the United States, Australia, Asia and the Philippines and has been recognized for her professional and volunteer work several times. She has received the prestigious Herb Wegner Memorial Award for Individual Achievement (2004) and ahs also been awarded the Herb Wegner Memorial Award for Outstanding Project (CUES Philippines) in 2002: the Annie Vamper Helping Hands Award from the National Federation of Community Development Credit Unions; and several awards from Filipino cooperative organizations and public charities. Through the past several years, Lois has addressed credit union audiences in Europe, Asia, Africa, Australia, and the US on relevant credit union topics.
Linda is chief executive officer of Lower East Side People's CU and has been involved in the credit union movement, and specifically the Lower East Side People’s FCU since 1986. She held the position of Manager from the inception of the credit union through 1991. She then worked as the Organizing Specialist for the Federation for several years while continuing to serve on the Board of Directors of LESPFCU. While at the Federation, she co-authored, with Cliff Rosenthal, the CDCU Organizing Manual. In September 2005 she returned to fill the position of CEO following the purchase and assumption of Homesteaders FCU by LESPFCU. Linda received her B.A. from the University of Pennsylvania and completed graduate work at the University of Chicago.
Cathie is president and chief executive officer for the Federation and oversees all of the programmatic and investment activities. She is committed to continuing the Federation’s role of bridging the credit union movement to the community development field, promoting financial inclusion and identifying and
connecting credit unions to unserved and untapped markets and communities.
Jim is the senior vice president that manages the LendKey sales and business development teams. Jim has over 20 years of direct credit union and financial services experience. Before heading up the sales and partnership division of LendKey, Jim was the senior vice president of business service for the New Jersey Credit Union League. He served as the primary liaison between all of the member credit unions and the league while managing the Professional Services Group and all key business areas/product lines. Jim also served as the chief executive officer of Fairless Credit Union and worked in multiple positions at banks and credit unions throughout his career, learning all aspects of lending and operations. Jim has served on the boards of CUSOs and has experience managing league relationships as well as partnerships across many different organizations. Jim holds a Bachelor of Science degree in business administration from York College of Pennsylvania.
Christopher Morris is currently the Director of Communications for the National Credit Union Foundation, which is widely recognized as the national charitable arm of America's credit union movement. Previously, he was Communications & Web Resources Manager for the CUNA Councils, a national organization for credit union professionals. Christopher was responsible for the Councils' online presence, including all seven council websites, social networking site (CUNA Councils Connect), and other communication tools.
Before working at CUNA Councils, Christopher worked at the Foundation doing communications and marketing. During his earlier time at the Foundation, Christopher built cuaid.coop, the first national online disaster relief fundraising system for credit unions. In 2005, he received his Credit Union Development Educator (CUDE) designation. Christopher blogs on a number of industry sites, is an editor at CUwatercooler.com and was a member of Filene Research Institute's 30 under 30 group. He frequently speaks to local and national audiences on social media and is a contributing author to the book Age of Conversation 3.
Before entering the credit union system, Christopher was a high school English teacher and is a veteran of the United States Army.
When he is not working, Christopher is playing and writing music as 1/2 of The Disclosures, an acoustic "thrift-rock" music group from the land of credit unions. Their first album, "(Hey, We're) The Disclosures" was released in March, 2011.
Anna Peña has been a consistent advocate for the development of Hispanic families with more than five years in the for-profit and not-for-profit sectors. This has included the development and support of inclusive strategies, specifically for helping Hispanic families gain access to higher education and access the financial resources to make higher education a reality. She is fully proficient in Spanish with more than 10 years of language development through immersion experiences and educational opportunities. Anna is also a certified interpreter.
Anna has a Master's of Public Administration from Drake University and received her bachelor's degree from Luther College, where she studied Spanish, Communication and International Studies. Anna works closely with Coopera's clients providing assessments, consulting, training, translations and assisting with the development of Hispanic consumer products.
A dynamic, multidisciplinary business leader, Matt Purvis builds charismatic brands and organizations that bring brands to life. Creator of an experienced-based differentiation methodology, Matt is a frequent industry speaker, brand thought-leader and marketing innovator. Named a top-twenty rising business leader by Oregon Business Magazine, Matt's career covers wide-ranging territory. He has managed political campaigns, worked as a fully licensed securities agent, led Northwest Community Credit Union's marketing, sales and branch operations as Chief Experience Officer and is the former President & CEO of Burley Design Cooperative, an award-winning, worker-owned sporting goods manufacturer. Fascinated by the intersection of leadership, branding and motivation, Matt is passionate about differentiating credit unions and the credit union industry. These interests led Matt to launch his own business to help financial institutions innovate through strategic and brand planning, leadership development and management training, target market and marketing assessment and brand-based sales training.
Kathleen Roberge leads Compushare’s sales and marketing strategy and brings with her more than 15 years of management expertise in financial sales, channel development, training, account management, marketing, product management and acquisition/integration strategy. Prior to joining Compushare, Roberge spent 10 years at Perimeter E-Security, where she was the EVP of Business Development and responsible for growing revenues and exceeding client expectations. Throughout her career, Roberge has been an active member in the financial technology services community, including serving as a board member and President of the Association for Financial Technology.
Jay brings 13 years of entrepreneurial experience in financial services, social media, and telecommunications. Prior to founding BuzzBanking, he was a Partner at Steinwasser, Inc., a technology and business consulting firm with offices in Texas and Germany. There he specialized in business consulting in financial services, healthcare technology and energy. Jay was a founder of Fusion Mobile, a wireless Mobile Virtual Network Operator with operations in regional retailers with operations in over a dozen states.
Prior to Fusion, Jay was Director of Business Development at Pluck Corporation, a social media company which was later purchased by Demand Media. At Pluck, he managed programs with eBay and traditional printed media properties. He was also a co-founder of FundsXpress where he worked on business strategy and technology. FundsXpress is an Internet banking and financial services company serving financial institutions nationwide. FundsXpress was acquired by First Data Corporation.
Jay is a business and technology strategy advisor to the Managing Editor of the PetroChem Wire, the leading Ethylene daily industry newsletter and index for NYMEX/CME Group contracts. He was also a business advisor to EosHealth, a company bringing next generation disease management and healthcare programs to patients worldwide via social media. He has served as a scientist conducting astrological research for a research group at UC Berkeley. He has a B.A. in Physics from The University of California at Berkeley and holds an MBA from The University of Texas at Austin where he focused on Entrepreneurship and Technology Commercialization.
Justine is chief executive officer of Neighborhood Trust Financial Partners and oversees Neighborhood Trust Financial Partners and Neighborhood Trust Federal Credit Union. These partner organizations pursue a shared mission of economic opportunity for low-income families through a signature package of affordable financial products and financial advisory services tailored to help low-income families improve their net worth and pursue long-term financial goals. Justine joined Neighborhood Trust in 2002 upon earning her MBA from Columbia Business School. Ms. Zinkin has over 20 years of experience in not-for-profit and community development work. She served as Director of Economic Independence
Programs at the New York City Department of Housing Preservation and Development from 1999 to 2001, and served as Director of Workforce Development at Common Ground Community HDFC from 1995 to 1999. Ms. Zinkin also holds a BA from Brown University and an MS in Population Studies from Harvard University’s School of Public Health.
All attendees will receive free copies of books written by two of the keynote speakers:
Lead with a Story
Doing What Must Be Done