CUNA Economics & Investments Conference Speakers
Dan is the Executive Vice President of Marketing, Mortgage Cadence, LLC. With the objective of building a strong, cohesive and recognizable brand, Dan Green oversees all marketing and communications strategies through his work with customers, partners, industry organizations and the Mortgage Cadence team. Prior to joining Mortgage Cadence, Green served as Prime Alliance Solution’s Chief Operating Officer and Chief Marketing Officer following an eight year career with CUNA Mutual Mortgage where he was responsible for origination, servicing, lending technologies, process reengineering and education. With almost 30 years of credit union mortgage experience, he is a sought after expert in credit union mortgage lending and is a frequent presenter at industry forums. Green holds a Bachelor of Science Degree in Business Administration/Finance and Accounting from Michigan Technological University and has also completed coursework in the Mortgage Bankers Association of America's School of Mortgage Banking.
Bill Hampel is Senior Vice President, Research & Policy Analysis Department, and Chief Economist for the Credit Union National Association and Affiliates. He joined the department as an Economist in 1978 and was promoted to Vice President in 1985. He was appointed Senior Vice President in 1992.
Until 1997, Hampel was based at CUNA’s Madison offices. Since then he has worked out of CUNA’s Washington DC offices. The Research and Policy Analysis Department maintains a comprehensive Financial Data Base on Credit Unions and does a variety of Research on Financial and Economic issues of interest to the Credit Union movement. Hampel also writes Economic Analysis columns for several Credit Union Publications.
Rob is currently the Executive Vice President at C. Myers. He has held a number of key roles since joining c. myers in 1992, including playing a significant role in Consultative Services—working onsite with hundreds of credit union CEOs, managements and boards. Additionally, Rob has conducted countless A/LM education courses and has been a speaker at many conferences across the nation. Rob also enjoys writing articles on critical issues in the credit union and financial services industry.
David is a Senior Financial Analyst at C. Myers. He plays a critical role in the analytical and technical foundations of our client services department. Since joining c. myers in 2005, Dave has been helping others of various financial backgrounds understand the complexity of A/LM issues. From working with many of c. myers’ more complex clients, Dave has proven to be an invaluable resource to CFOs, executive management and board members across the nation in discussing financial results and strategic objectives. He also lends his expertise in teaching both decision and budget model training classes and co-facilitates Strategic Visioning sessions.
Since ALM First Financial Advisors, LLC was established in 1995, Thomas has served as a principal of the company. Under his leadership, the company has steadily grown to a client base of more than 120 financial institutions representing more than $114 billion in assets.
An industry veteran with more than 20 years of investment experience, Thomas manages the financial advisory teams and provides direction on the firm’s corporate strategy. During his tenure at ALM First, he has conducted numerous training sessions throughout the credit union industry.
Thomas's prior experience includes serving as assistant vice president for the Credit Union Advisory Group of Kidder Peabody Asset Management, and as portfolio manager for Southwest Corporate FCU, where he was responsible for investments for the corporate’s term portfolio of more than $2 billion.
Thomas's extensive background includes executing and managing risk-management programs, and implementation of one of the first-ever uses of futures hedging and synthetic structures in the credit union industry. He also served as the investment advisor for more than 25 natural-person and corporate credit unions, as well as the portfolio manager for one of the first mutual funds offered exclusively for credit unions.
Mike has over 25 years of experience in the financial services industry. He joined the Credit Union National Association (CUNA) in 1992 and is currently Vice President of Economics & Statistics for CUNA. He conducts economic research and supports CUNA’s public relations and lobbying efforts.
His analyses regularly appear in trade publications such as Credit Union Magazine. He also is a frequent contributor in the financial media – including CNBC, Bloomberg, and CNN Money. Mike serves on the board of a $1.5 billion credit union.
In his six-year role as a credit union director, Mike served as Treasurer and as Chair of his credit union’s Asset-Liability Management Committee.
Before joining CUNA in 1992, Mike served in Director-level positions in the mutual fund and in the savings institution industries.
Christopher is a founding principal of Beacon Economics and widely considered to be one of California’s leading economic forecasters. An expert in economic forecasting, regional development, real estate dynamics, and labor markets, he was one of the earliest and most adamant predictors of the housing market crash and of the economic recession that has followed. In 2008 he was appointed as chief economist for California State Controller John Chiang as well as chair of the Controller’s Council of Economic Advisors. He also serves on the advisory board of Paulson & Co. Inc., one of Wall Street’s most successful hedge funds. Dr. Thornberg holds a Ph.D in Business Economics from The Anderson School at UCLA, and a B.S. in Business Administration from the State University of New York at Buffalo.
John D. Worth
John is the Chief Economist of the National Credit Union Administration (NCUA). The Office of the Chief Economist is focused on monitoring macro and micro risks and leveraging economic tools and analysis to support policy development. Prior to joining NCUA, John spent nearly a decade at the U.S. Treasury and served as Director of the Office of Microeconomic Analysis between 2003 and 2010 and Acting Deputy Assistant Secretary for Microeconomics during 2008. At Treasury, John's office oversaw policy development and research on entitlements, health care, private pensions and housing issues. John has also worked as a consultant for Welch Consulting and the RAND Corporation.