All available presentations from the 36th Annual Conference on Serving the Underserved & 6th Latino Credit Union Conference have been linked to the specific presenter in each session. If you were a presenter and do not see your presentation available, please send the presentation to Rafael Morales at rmorales@cdcu.coop to be included here.
Please note that despite our efforts to reduce the file size on all presentation, some are still quite large and may take several minutes to download, so please be patient.
Wednesday, June 9
10:00am Plenary: Overview of Directo a México & Maximizing Directo a México to Serve Immigrant Populations
Carlos García de Alba Zepeda, Ambassador & Executive Director, Instituto de Mexicanos en el Exterior (Mexico City, DF)
Elizabeth McQuerry, Assistant Vice President Retail Payments, Federal Reserve Bank of Atlanta (Atlanta, GA)
Alberto Mendoza, Payments Systems Specialist, BANXICO (Mexico City, DF)
Vicky García, Vice President of Operations, Latino Community Credit Union (Durham, NC)
12:00pm Luncheon Plenary: The Development Dimension of Remittances
Natasha Bajuk, Remittance Specialist, Inter-American Development Bank (Washington, DC)
1:30pm Plenary: Latino Credit Union Conference Welcoming Remarks
María Martínez, CEO, Border FCU (Del Río, TX) & NLCUP Chairman
Deyanira Del Río, Board Chairman, Lower East Side Peoples FCU (New York, NY) & Federation Latino CU Task Force Chairman
1:45pm Plenary: A Dialogue with NCUA Board Member Gigi Hyland
Gigi Hyland, NCUA Board Member (Alexandria, VA)
2:15pm Plenary: The Pursuit of Financial Inclusion, A Cross-border Perspective
José Cisneros, Treasurer, City & County of San Francisco (San Francisco, CA)
Carlos García de Alba Zepeda, Ambassador & Executive Director Institute for Mexicans Abroad (Mexico City, DF)
3:30pm Breakout Sessions A
A1 - Bringing the Unbanked Into the Financial Mainstream: Lessons from Mexico
Janis Enrique, Valenzuela Marketing Director, Caja Popular Oblatos (Guadalajara, México)
José Gabriel Gutiérrez Rendón, General Manager, UNISAP (Guadalajara, México)
A2 – Roundable Discussion: Challenges & Opportunities for Credit Unions Serving Latinos
Thursday, June 10
8:30am Plenary: The Economics of Immigration Reform
Raúl Hinojosa, Founding Director, University of California Los Angeles, NAID Center (Los Angeles, CA)
Clarissa Martínez de Castro, Director, Immigration & National Campaigns, National Council of La Raza (Washington, DC)
10:00am Breakout Sessions B
B1 – Envíos de Dinero: Remittance Approaches to Bring Latinos Into Your Credit Union
Elizabeth McQuerry, Assistant Vice President Retail Payments Office, Federal Reserve Bank of Atlanta (Atlanta, GA)
Dominick Petramale, Bank of New York Mellon (New York, NY)
Saul Wolf, Remittances Manager, World Council of Credit Unions (Madison, WI)
B2 - Lending to Latino Consumers: Credit Cards and ITIN Loans
Janis Bowdler, Deputy Director, Wealth-Building Policy Project, National Council of La Raza (Washington, DC)
Alejandra Seluja, Business Development Director, Guadalupe CU (Santa Fé, NM)
11:00am Breakout Sessions C
C1 - Mi Casa Es Su Casa: Creating a Welcoming Environment for New Demographics
Ana María Roig, Branch Manager, ACCESO DC FCU (Washington, DC)
Sarah Taylor, Senior Vice President, ASI FCU (Harahan, LA)
C2 - Getting Internal Buy-in!
Linda Armyn, Vice President Corporate Development & Governmental Affairs, Bethpage FCU (Bethpage, NY)
Miriam De Diós, Emerging Markets Director, Coopera Consulting (Des Moines, IA)
12:00pm Luncheon Plenary: Increasing Access & Control of Economic Capital
John C. Guerra, CEO, New America Alliance (Dallas, TX)
2:00pm Plenary: Branding Strategies that Work: ABCs of Marketing to Latinos
Lionel Sosa, Marketing Consultant & Founder, Sosa, Bromley, Aguilar & Associates (Dallas, TX)
3:30pm Breakout Sessions D
D1 – Achieving Internal Efficiencies with Credit Union Service Organizations (CUSOs)
Horacio Peralta, CEO, BCS CU & Board Chairman, Credit Union Resource Group (Denver, CO)
Lisa Renner, CEO, CU Holding Company, LLC (Lenexa, KS)
D2 – Alternative Income Streams: Meeting the Need & Growing Your Bottom Line
Carlos López, Owner & CEO, López Tax Services (Salinas, CA)
Steve Ryerson, President, UNFCU Financial Advisors (Long Island City, NY)
4:30pm Breakout Sessions E
E1 – Best Practices to Improve Your Bottom Line
Amy Rapp, Senior Manager, Small to Mid Markets Group, WESCORP (Rancho Cucamonga, CA)
Randy Thompson, Credit Union Consultant
E2 – Myths & Truths About Serving New Americans: Understanding the Regulatory Environment
Deyanira Del Río, Board Chairman, Lower East Side Peoples FCU (New York, NY)
Bob Fenner, General Counsel, National Credit Union Adminsitration (Alexandria, VA)
6:00pm 36th Annual Conference Opening Ceremony
Randy Chambers, CFO, Self-Help CU (Durham, NC) & Federation Board Chairman
Clifford N. Rosenthal, Federation President/CEO (New York, NY)
Friday, June 11
8:00am Plenary: A Conversation with NCUA Chairman Debbie Matz
Debbie Matz, Board Chairman, National Credit Union Administration (Alexandria, VA)
9:00am Plenary: Bulls, Bears & Fire Breathing Dragons: Economic Trends & Implications on Latino & Low-Income Consumers
Bill Hampel, Senior Vice President, Research & Policy, and Chief Economist at CUNA (Washington, DC)
Bárbara Robles, Senior Research Liaison, Consumer & Community Affairs, Federal Reserve Board (Washington, DC)
10:00am Latino Closing Plenary: The Imperative & Opportunity of Serving Latinos
10:45am Breakout Sessions F
F1 – CDFI Fund Overview: Certification and Re-Certification, What You Need to Know
Michelle Dickens, Compliance & Certification Officer, U.S. Treasury Department, CDFI Fund (Washington, DC)
F2 – Credit Unions and “Bank On” Initiatives: Real Life Examples & Opportunities
Louisa M. Quittman, Director of Community Programs, U.S. Department of the Treasury (Washington, DC)
Karl Bernhard, Financial Educator, Philadelphia FCU (Philadelphia, PA)
Margaret Libby, Executive Director, Mission SF Community Financial Center (San Francisco, CA)
Lily Lo, Manager/CEO, Northeast Community FCU (San Francisco, CA)
Justine Zinkin, Executive Director, Credit Where Credit is Due / Neighborhood Trust FCU (New York, NY)
F3 – The Lion and the Lamb: Managing Church/Credit Union Relationships
Sister Pamela Marie Buganski, Provincial Treasurer, Sisters of Notre Dame of Toledo (Toledo, OH)
Dennis Mann, CEO, People for People CDCU (Philadelphia, PA)
Frances E. Stallings, Fiscal Manager, Triumph Baptist Church (Philadelphia, PA)
F4 – Five Secrets from Successful Credit Union Mortgage Lenders
Howard Banker, CEO, Fair Mortgage Collaborative (New York, NY)
Larry García, President/CEO El Paso Affordable Housing CUSO (El Paso, TX)
Saundra Scales, President/CEO, First Legacy FCU (Charlotte, NC)
12:00pm Annie Vamper “Helping Hands” Awards Luncheon
Bill Strickland, Founder/CEO, Manchester Craftsmen’s Guild & Bidwell Training Center
1:30pm Breakout Sessions G
G1 – Treasury’s Community Development Capital Initiative: Helping CUs Thrive
John Dock, Economic Development Specialist, National Credit Union Administration (Alexandria, VA)
Clifford N. Rosenthal, Federation President/CEO (New York, NY)
Jason Tepperman, U.S. Treasury Department, CDFI Fund (Washington, DC)
G2 – REAL Solutions Presents: Payday Lending the Credit Union Way
David Faering, Vice President, Credit Union Solutions, Ohio Credit Union League (Columbus, OH)
Cathi Kim, Associate Director, Federation Community Development Investment Program (New York, NY)
Joe Wambach, Executive Director, Pennsylvania Credit Union League (Harrisburg, PA)
G3 – On Wings and a Prayer: Survival Readiness for Small Credit Unions
Joni Brown, President, Service Center for Credit Unions (Feasterville, PA)
Vic Costa, Economic Development Specialist, National Credit Union Administration (Alexandria, VA)
G4 –Part of the Solution: Help for Members Facing Foreclosure
Peyton Herbert, Senior Vice President, HomeFree-USA (Hyattsville, MD)
Lloyd London, President/CEO, TYL Homeownership Preservation Services, LLC (Fort Washington, MD)
2:45pm Plenary: Federal Policy & Resources for Credit Unions
Grady Hedgespeth, Director, Office of Financial Assistance, U.S. Small Business Administration (Washington, DC)
LeAnn M. Oliver, Deputy Administrator for Cooperative Programs, U.S. Department of Agriculture (Washington, DC)
Clifford N. Rosenthal, Federation President/CEO (New York, NY)
4:15pm Breakout Sessions H
H1 – CDFI Fund Compliance and Reporting
Michelle Dickens, Compliance & Certification Officer, U.S. Treasury Department, CDFI Fund (Washington, DC)
H2 – REAL Solutions Presents: Expanding Auto Lending for Credit Unions
Bill Myers, Senior Fellow, Aspen Institute (New York, NY)
H3 – Collections or Compassion: Business is Business… Or is it?
Tina Hartman, Vice President, Member Services, Mennonite Financial FCU (Lancaster, PA)
Robert Muzslay, CEO, Sterling Credit Corporation (Ambler, PA)
Saturday, June 12
8:00am Breakfast Plenary: State of the CDCU Movement
Clifford N. Rosenthal, Federation President/CEO
9:00am Business Meeting of the Federation
Randy Chambers, CFO, Self-Help CU (Durham, NC) and Federation Board Chairman
9:00am Organizing Made Easy: How to Successfully Start a Credit Union
Brian Gately, Federation Director of Technical
10:30am Breakout Sessions I
I1 – Emerging Markets Review (EMR)
Bill Myers, Senior Fellow, Aspen Institute (New York, NY) & Terry Ratigan, Federation Senior Consultant (New York, NY)
I2 – How to Customize Bank Secrecy Act Training for Your Credit Union
Daniel Morrisey, CEO, Queen of Peace FCU (Arlington, VA) & Certified Compliance Officer
Michael Carter, Compliance Officer, Credit Union Association of New York (Saratoga Springs, NY)
12:00pm Annual Conference Closing Luncheon
