2015 Annual Conference Sessions and Speakers


The Federation and CUNA team up for the must-attend conference of the year for
all credit unions with a mission of serving the underserved

Cathie Mahon, Federation President and CEO, shares her vision for how credit unions are uniquely suited to helping all Americans gain financial independence. Jim Nussle, CUNA President and CEO, shares his perspective on the opportunities for credit unions and communities that focus on service and success.

Cathie Mahon
Jim Nussle
Martin Eakes
Martin Eakes, CEO of Self-Help CU and the Center for Responsible Lending, talks about the impact of community development credit unions. Sheilah Montgomery, former CEO of CU of Atlanta, teams up with Kent Hartzler of Everence CUMark Cummins of MCUN and Richard Dines, AVP, CUNA Systems and League Management, to discuss models of collaboration within our movement. Justine Zinkin, CEO of NTFP and Mark Lynch of NCUF discuss new approaches to financial empowerment through counseling.
Sheilah Montgomery

Early bird registration rates have been extended through August 14, 2015. Click here to download a registration form or click the register button at right to register online.

Miriam De Dios, Coopera CEO, and Winona Nava, Guadalupe CEO, will share insights into the Hispanic consumer and help you take the next step in immigrant financial inclusion. Paul Grinde, CoVantage CU’s Community Development Officer, and Steve Zuckerman, President of Self-Help FCU, discuss innovative products designed for the underbanked. Steve Hoke, CUNA Mutual Group’s Director of Loan Generation Marketing, talks about the win-win in sub-prime auto lending. Tammie Hoy, CUB Consultant, reports on the on-going success of the Federation’s small dollar loan program, Borrow and SaveTM.
Miriam De Dios
Bill Hampel
Mark Sievewright, President of Credit Union Solutions at Fiserv, shares his vision of how credit unions will evolve in the next 20 years. Bill Hampel, CUNA’s Chief Policy Officer and Economist, reviews current economic trends and their impact on your credit union today. Ryan Donovan, Chief Advocacy Officer at CUNA, discusses public policy issues affecting credit unions. Brian Porter, Director of Business Development at Diebold talks about the future of branches and Ryan Zilker, Business Manager at CO-OP Financial Services, explores innovations in payment systems.
Tristram Coffin, CEO of Alternatives FCU, and Dale Frankenhouse, CEO of Sun CU, outline the positive impact business lending has on credit unions and communities.Steve Barbier, Homeownership Relationship Manager, NeighborWorks America, and Judith Cowden, VP of Member Relations at AmeriCU talk about loan growth strategies. Larry Fazio, NCUA’s Director, Office of Examinations and InsuranceRandy Thompson, CEO of TCT Risk Solutions, and Cindy Williams, VP of Regulatory Compliance at PolicyWorks focus on risk management and provide insight into writing loans for the credit challenged.
Tristram Coffin
Patricia Garcia-Duarte
Terry Ratigan, Federation Senior Consultant, and John Bissell, EVP at Greylock FCU, will discuss the benefits of CDFI certification and help you understand if certification is right for you. Alan Branson, EVP and COO of Hope Enterprise Corporation and Hope CU, together with Doug Olsen, Chairman of the Royal CU Board, team up to talk about forming a foundation or non-profit affiliate at your credit union. Patricia Garcia-Duarte, CEO of Trellis PhoenixMark Van Brunt, COO of Raza Development Fund and Robin Romano, CEO of MariSol FCU, illustrate how working together has exponentially increased their organizations value to economic development in the Phoenix area.
Jeff Rendell
Helen Godfrey Smith, CEO, of Shreveport FCU is joined byRory Rowland of Rowland Consulting to discuss strategies for developing an engaged board. Lisa Carver, President of Moxie Consulting, discusses emotional intelligence assessments and training for staff and boards, and Jeff Rendell, CEO of Rising Above Enterprises, shares strategies for board development and succession planning.
Helen Godfrey Smith
James Marshall of Filene Research Institute is joined by the Gate Crashers, including Rachel Barker, Director of Branch Operations at Holy Rosary CU, to show how young credit union professionals are making an impact in the communities they serve. Kaytlin Greenley of Coosa Valley CU introduces the newest rock starts in the credit union constellation. Ryan Bell, Gremln Inc. CEO, illustrates how social media can be used to grow your membership and Holly Arter, Director of Media and Planning at Third Degree outlines the role millennials must play in the credit union movement.
Rachel Barker

Complimentary CU Breakthrough Clinic consultations on CDFI Certification, CDFI Grantwritng, Emerging Market Reviews and Strategic Planning are available on
Tuesday, September 22 from 9:00 am – 5:00 pm

CUB Logo
RSVP to Jules Hebert at jhebert@cdcu.coop for the CU Breakthrough Clinic. Consultation appointments are limited and assigned on a first-come, first-served basis. Reserve today!

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