2021 Conference Speakers |
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Mike Bremer, CMFG Life Insurance
Company, CUNA Mutual Group
Mike is
an executive benefits specialist for
CUNA Mutual Group, a company that
specializes in the design,
implementation, financing and ongoing
administrative support of supplemental
executive benefit programs specifically
tailored to credit unions.
Topic:
How to Manage the Risk of Diversifying
Your Benefits Plan Investments Beyond
Those
Permitted by Parts 703/704 |
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James Buzek, CISSP, MSCE – Information
Security Officer/VP, Information
Assurance,
Corporate One FCU
James is responsible
for the research, development,
implementation, testing and reviewing of
Corporate One’s overall information
security in order to protect information
and prevent unauthorized access. He
oversees and directly manages the
protection, defense, and availability of
information and information systems by
ensuring confidentiality, integrity,
authentication, availability and
non-repudiation of corporate information
and information systems through the
creation and implementation of the
security program.
Topic: Cyber Security Trends & Threats
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Andrea Cooper, CMFG Life Insurance
Company, CUNA Mutual Group
Andrea is a director of talent for
CUNA Mutual Group. In this role she is a
member of the Employee Experience and
Strategy team, responsible for leading
enterprise Talent Acquisition and Talent
Management.
Topic: Inspire Employees and Drive
Business Results with Inclusive
Leadership
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Brian Day, PSCU
Brian is a Solutions Consultant for
PSCU, the nation’s premier payments CUSO.
In his role, Brian is responsible for
working with PSCU Owner credit unions to
understand industry trends and identify
product solutions to help credit unions
grow, compete and improve members’
financial lives.
Topic: Digital Transformations |
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Dan Mahalak, President, Mahalak
Consulting Co.
Dan spent most of his career at
Cindrich, Mahalak & Co., a CPA firm that
specialized in working with credit
unions and their subsidiaries. He joined
that firm in 1980 upon graduating from
Eastern Michigan University, became a
partner in 1988, and managing partner in
2006. In 2018 he determined that the
best future for his clients and staff
was to become part of a larger firm and
transitioned his audit and compliance
practice into that of Doeren Mayhew. He
continues to work with credit unions in
strategic planning, budgeting and
forecasting, asset-liability management
consulting, mergers and acquisitions,
regulatory consulting, human resources
consulting, and a variety of other
consulting projects.
Topics: Positioning Your Credit Union
for Future Consolidation & Mergers/Bank
Secrecy Act Training
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Jack McCall, CSP, Jack McCall and
Associates
Jack is
a graduate of the Tennessee School of
Banking at Vanderbilt University and the
Graduate School of Banking of the South
at Louisiana State University. Jack has
devoted much of his career to the
financial service industry. In 2000, he
founded Jack McCall and Associates, a
professional/training firm based in
Hartsville, TN.
Topic:
Bringing Out The Best In People
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George Middlebrook, VP, Strategic
Solutions, Sherpa Technologies
As VP,
Strategic Solutions, George leverages
his comprehensive knowledge of digital
technologies, integration services, and
managed solutions to enable strategic
solutions within the Mosaic platform. He
is responsible for the overall
management of Sherpa products and new
solutions, the implementation of
Sherpa’s enterprise innovation framework
and working with credit unions on the
strategic management of their digital
solutions. George has more than 30 years
of experience in new product
development, strategic planning, and
marketing. |
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Keith Riddle, President and CEO, Sherpa
Technologies
As
President and CEO, Keith brings a
breadth of financial services experience
spanning new product development,
partnership management,
consultative/direct sales, strategic
planning and marketing. Keith oversees
all aspects of Sherpa with a focus on
the management of its enterprise
innovation framework, product
development and consulting with credit
unions on digital transformation. Keith
has more than 30 years of experience in
the financial industry and possesses
in-depth knowledge of digital
technologies, payment processing
platforms, and managed solutions
offerings.
Topic:
How Innovative FinTech Firms Are
Changing User Experience Expectations
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KEYNOTE SPEAKER, Roger Tutterow,
Ph.D.
Dr.
Tutterow
is
Professor of Economics at Kennesaw State
University where he holds the Henssler
Financial Endowed Chair. In addition, he
serves as Director of the Econometric
Center, an applied research center
housed in KSU’s Coles College of
Business. His analysis of the economic,
business and political environments have
been featured in a variety of media
including Wall Street Journal,
Financial Times, Business Week, Forbes,
USA Today, Atlanta Journal Constitution,
Arizona Republic, Florida Times-Union,
Kansas City Star, Los Angeles Times, New
York Times, Orlando Sentinel, Palm Beach
Post, Wichita Eagle and on CNN,
CNBC, NBC, Bloomberg Television, NPR’s
“Marketplace” and “All Things
Considered,” CNN-Radio as
well as by regional electronic and print
media.
Topic:
The US Economy & Interest Rate
Forecasting
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Carissa Upshir, Principal Contact Center
Strategic Initiatives, PSCU
Carissa leads the strategic initiatives
for PSCU’s Contact Center Services and
Solutions. Her role within the Contact
Center focuses on digital transformation
and future-proofing operations. Since
joining PSCU in 2013, Carissa has been
instrumental in projects that take
advantage of technology to continually
to enhance the member and agent
experience. Carissa is credited with
launching the first attended bot in the
contact center which increased agent
productivity and reduced password
management pain points. In her role
Carissa explores new ways to integrate
technology seamlessly into the member
and agent experience with an emphasis on
service scalability, ease of use and
valuable data insights.
Topic: CNI Center Experience for the
Member |
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