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2017 Speakers

PAUL ABLACK, FOUNDER & CEO, ONAPPROACH

Paul started OnApproach to specialize in leveraging organization’s data to support better decision making and drive profitability. Prior to starting OnApproach, Paul was Vice President/General Manager of energy information services for Honeywell Automation & Control. His global responsibilities included overseeing all aspects of strategic planning, marketing, promotion, research and development and general management of the energy information services business. Paul has also held a variety of key sales leadership and general management positions across the United States and Canada for both Honeywell and General Electric. Paul’s background includes experience in financial services, energy, manufacturing and technology. The recipient of numerous sales and leadership awards, Paul has been an active member of several industry and business organizations including The Authentic Leadership Project, The Data Warehouse Institute, and the Richard Ivey School of Business. He earned an honors business administration degree from the University of Western Ontario in London, Ontario.

ERIC BERLOW, TED SENIOR FELLOW - KEYNOTE

Eric Berlow is an ecologist, complexity scientist, and speaker who specializes in not specializing. In an increasingly interconnected world, this TED Senior Fellow helps simplify things. Berlow untangles Nature’s complexity—the web of species interacting with each other and their environment—to determine how complex systems persist and predict how they change when disturbed. Complex problems are a lot like natural ecosystems: they have many moving parts that all potentially interact with one another. Consider the Palestinian-Israeli conflict, or the challenge of globally sustainable energy, food, and water security. Berlow helps uncomplicate these compound problems by identifying the key influencers—the problems that most need to be solved. On stage, Berlow helps audiences embrace complexity, reshape the way they look at problems, and unlock creativity. Berlow is internationally recognized for highly cited publications on ecological complexity in Nature, Science, and the Proceedings of the National Academy of Science. He was the founding director of the University of California’s first environmental research center in Yosemite National Park, where he continues to research climate change impacts to protected ecosystems and endangered species. Berlow is the Co-Founder of mappr—a cloud-based interactive network visualizer and calculator for finding hidden patterns and connections in complex relationship data. Their affiliated mapprlabs leverages mappr to help untangle complex problems that hold the promise of exceptional positive impact for humanity.

CHUCK DAVIDSON, HEAD OF CUSTOMER ENGAGEMENT, CARDFREE - KEYNOTE

Chuck brings 20 + years of successful product innovation experience in US and global markets. Heralded as a mobile payments innovator, Chuck designed, developed and launched the largest mobile payment system in the US from idea to beta to 10,000+ stores while at Starbucks. Prior to launching Starbucks Mobile, Chuck developed and led the innovation strategy for the $1.5 B Starbucks Card program and ran the Global Card program, which deployed in Hong Kong, Mexico, UK and Ireland. Chuck has also worked at Visa, FedEx and most recently at GoPago, a mobile commerce start-up where he was Head of Consumer Products. Chuck is skilled at turning strategy into products that exceed customer expectation, meet financial targets, enhance in store operations and offer intuitive value to the customer resulting in adoption.

RYAN DRAKE, CHIEF FINANCIAL OFFICER, OUR COMMUNITY CREDIT UNION

Ryan Drake has served the Chief Financial Officer at Our Community Credit Union ($357 million in Assets) since October 2012. Seeing the importance of data use for credit unions, Ryan, along with his CEO, have brought Data Analytics into his department, expanding and redefining his role as a CFO. Prior to this, he was the CEO of Valley Community Credit Union in Nampa, Idaho and VP of Accounting at Cornerstone Credit Union in Caldwell, Idaho. Before his 15 year credit union career, Ryan earned a BBA in Finance at Boise State University, followed by managing a family business, teaching elementary education, and a 6 year career in the computer manufacturing business.

ADAM ELLIOT, COFOUNDER AND PRESIDENT, ID INSIGHT

Adam has more than 20 years of experience creating solutions for the financial services and direct marketing industries. Prior to launching ID Insight, he was the President of ChexSystems, Inc., a subsidiary of FIS, the recognized leader in providing risk and fraud solutions for the retail banking industry. He managed the analytics function, product management and channel strategy functions, and is credited with leading the next generation of product solutions, resulting in double digit growth for this mature $100-million business. A recognized name in the analytics area, Adam has won numerous awards for marketing and training, including “Minnesotans on the Move in 2010”, the Gold Award at the Houston International Film Festival for analytics training and an award from the American Marketing Association for leading the creation of the largest B2B (business-to-business) Webcast in Yahoo’s history. He is a frequent speaker at industry conferences and serves on the Board for ID Insight and the Advisory Board for ClearPoint Analytics. Prior to FIS, Adam held analytic leadership roles at Deluxe, Time Life and Fingerhut. Adam holds a B.A. in mathematics from St.Olaf College and a M.A is Statistics form The Pennsylvania State University.

JANET O. ESTEP, PRESIDENT AND CEO, NACHA — THE ELECTRONIC PAYMENTS ASSOCIATION - KEYNOTE

Jan Estep is president and CEO of NACHA, the steward of the ACH Network, which moves 24 billion electronic payments valued at $41 trillion annually. NACHA brings together diverse organizations to develop rules and standards to benefit payments ecosystem participants. In addition to ACH, NACHA provides rules and standards leadership for Electronic Benefits Transfer (EBT) and healthcare EFT, and collaborates with other standards organizations and geographies to facilitate compatibility or integration with U.S. payments. As an industry expert and thought leader, Estep helps the Network remain secure, ubiquitous and innovative. She serves on the Federal Reserve’s Faster Payments Task Force Steering Committee and participates on several payments and healthcare organization boards and coordinating bodies. Estep has been named to PaymentsSource’s list of Most Influential Women in Payments each year since 2013. Prior to joining NACHA, she led transaction services at U.S. Bank and previously held positions in technology-intensive companies.

LEN HENDRICKS, CTO, CELERO SOLUTIONS

Len Hendricks is CTO for Celero Solutions. As CTO Len is responsible for Celero’s long term architecture direction, day to day technical operations, and Celero internal systems. Previously at Celero Len was responsible for Celero’s product roadmap and Credit Union of the Future initiative. Celero solutions is a credit union core banking Application Solution Provider and IT outsourcer. Celero was formed over 12 years ago by a group of western Canadian credit unions and lead the largest number of core banking conversion projects in Canadian history. Len and his family live in Calgary and enjoys music, golfing and coaching Ringette.

PAUL JARAMILLO, CEO AND CO-FOUNDER, DOCUMATIX, LLC

Paul Jaramillo is the CEO and co-founder of DocuMatix, LLC (www.documatix.com), a leading FI-specific email marketing company servicing over 350 credit unions and banks with their email and marketing automation efforts. With over 17 years of experience in SaaS solutions, technology and email marketing, Paul is considered an expert in the field and a pioneer of DocuMatix’s approach to marketing automation for financial institutions. Paul served in the United States Marine Corps and has a BS in Business Administration and Management from the University of Phoenix.

BREWSTER KNOWLTON, OWNER AND PRINCIPAL CONSULTANT, THE KNOWLTON GROUP

Brewster Knowlton, Owner and Principal Consultant at The Knowlton Group, is an expert in all facets of business intelligence implementations. His entire professional career has been dedicated towards developing business intelligence programs and solutions for clients in several industries including healthcare, banking, government agencies, and retail clients. Having spent just over a year at State Employees’ Federal Credit Union, a $3 billion credit union in Albany, NY, he realized the potential for credit unions that could utilize the vast amount of available data. A sociable individual, Brewster brings a seemingly endless amount of energy to each engagement. Truly passionate about the power of data and business intelligence, he brings that passion to help each client overcome their data challenges and take the necessary steps towards becoming a data-driven credit union. A graduate of Western New England University, he was a two-time All-American as a goalie for a nationally ranked lacrosse program. He still volunteers his time by training youth, high school, and college lacrosse goalies.

BEN MORALES, CEO, Q-CASH FINANCIAL

Ben Morales is currently the Chief Technology and Operations executive at WSECU and also serves as the CEO of Q-Cash Financial, LLC—an alternative financial services solutions company. Ben oversees WSECU back-office operations related to payments, deposit products, credit-debit cards, compliance and fraud management. He also serves as the CIO, overseeing all aspects of technology and cybersecurity for WSECU. As the CEO of Q-Cash Financial, a startup company, Ben and his team are bringing to market technology solutions that enable sustainable access to financial services. The initial product, Q-Cash, is a digital lending platform for short-term credit and small-dollar lending solution that assists credit unions to capture a new market segment and grow members, margin and mission. www.wsecu.org / www.q-cash.com

BRYAN SHCMIDT, MARKETING ANALYST, AFFINITY PLUS CREDIT UNION

Bryan Schmidt is a credit union evangelist. He is a data-driven analyzer, an engaging conversationalist and an expert connector of all things. In his tenure with Affinity Plus, Bryan has held many positions ranging from branch leadership to business development and intelligence. These experiences have armed him with comprehensive knowledge of the impact of marketing at all levels in an organization. In his current role as a Marketing Analyst with the Affinity Plus Business Intelligence team, Bryan draws connections between data and strategy with skill and passion. He has been able to demonstrate that data-driven marketing is most effective when personalized, relevant and seamless. Most recently, Bryan’s work has resulted in the deployment of a successful automated onboarding program that welcomes the newest members to the credit union.

MANUEL STAGARS, AUTHOR, FILM DIRECTOR, ENTREPRENEUR, ECONOMIST - KEYNOTE

Manuel Stagars is an economist, film director, author, and serial entrepreneur with 20 years of experience in consulting and startups in Switzerland, the United States, Japan, and Singapore. His current film projects focus on the potential of technology for the economies of nations, societies, and the lives of people around the world. His recent films include FinTech Made in Switzerland (2016) and The Blockchain and Us (2017). Digital Transformation (in production, 2017/18) completes his trilogy on the promises and impacts of technology in our time. Manuel wrote books and scientific articles on Fintech, startups, impact investing, data quality, and Open Data. He has a degree in economics from the London School of Economics and Political Science (LSE) and several financial certifications (CFA, CAIA, ERP). Read longer bio on www.manuelstagars.com.

PHIL WINDLEY, ENTERPRISE ARCHITECHT, BRIGHAM YOUNG UNIVERSITY

Phil Windley is the Chairman and President of the Sovrin Foundation and an Enterprise Architect in the CIO’s office at Brigham Young University. A passionate tech educator, he is the co-founder and organizer of the Internet Identity Workshop, serves as an Adjunct Professor of Computer Science at BYU, writes the popular Technometria blog, and is the author of the books The Live Web published by Course Technology in 2011 and Digital Identity published by O'Reilly Media in 2005. Phil serves on the Boards of Directors and Advisory Boards for several high-tech companies. Phil has been a professor of Computer Science at Brigham Young University and the University of Idaho. In addition, Phil was the Founder and Chief Technology Officer of Kynetx, the company behind the open-source connected-car product, Fuse. He also spent two years as the Chief Information Officer (CIO) for the State of Utah in 2001-2002, serving on Governor Mike Leavitt's Cabinet and as a member of his Senior Staff. Before entering public service, Phil was Vice President for Product Development and Operations at Excite@Home. He was the Founder and Chief Technology Officer (CTO) of iMALL, Inc. an early creator of ecommerce tools. Phil received his Ph.D. in Computer Science from University of California, Davis in 1990.

 

JOHN BEST, CEO, BEST INNOVATION GROUP

John Best is the CEO of Best Innovation Group (BIG), a consultancy with a mission to help credit unions create a culture of innovation in their organizations. He is also the host of BIGCast, a weekly podcast focusing on the latest topics in fin-tech. Prior to BIG, Best was the CTO of Wescom Resources Group, the technology CUSO of Wescom Credit Union, one of the largest credit unions in the country. He has also served as Vice President, E-Business at GTE Federal Credit Union, and prior to that served as a senior network engineer at Suncoast Schools Credit Union. He has a Bachelor of Science in Information Technology from the University of Phoenix. He lives in Colorado with his wife and two children. In his spare time, John loves to play guitar and build drones.

JOE BRANCUCCI, PRESIDENT, CU RATERESET

Mr. Brancucci is the President of CU RateReset. Prior he was the President and CEO of GTE Financial from July 2010 until March 2016. He was named the CU Times 2013 CEO Trailblazer of the Year and one of the 80 most influential in the industry over the last 80 years by CU Times. Previously, he served as Executive Vice President and Chief Operating Officer of BECU, where he began his career in 1995 and retired as the Executive Vice President in 2010. In early 2001, he founded Prime Alliance Solutions, a mortgage technology solution used to process over 40% of all credit union mortgages. He served as the Chairman of CU Direct Corporation (CUDL), the CUNA Lending Council, the CUNA Council Forum, and the Fannie Mae Credit Union Advisory Council. He received the NACUSO Executive of the Year Award in 2003 and the first recipient of the CUNA Lending Council Phil Greer Award. Mr. Brancucci holds a BA in Economics and English from Hofstra University and has completed Stanford University’s Executive Development Program.

DR. JOSEPH BREEDEN, CEO, PRESCIENT MODELS, LLC

Dr. Breeden has been designing and deploying risk management systems for retail loan portfolios since 1996. He currently runs Prescient Models, which focuses on portfolio and loan-level forecasting solutions for pricing, account management, CCAR and ALLL. Dr. Breeden has created models through the 1995 Mexican Peso Crisis, the 1997 Asian Economic Crisis, the 2001 Global Recession, the 2003 Hong Kong SARS Recession, and the 2007-2009 US Mortgage Crisis and Global Financial Crisis. He earned a Ph.D. in physics in 1991 from the University of Illinois, studying applications of chaos theory and algorithms.

MICHAEL COCHRUM, VP OF ANALYTICS AND ADVISORY SERVICES, CU DIRECT

Michael Cochrum, VP of Analytics and Advisory Services at CU Direct, a credit union owned company founded in 1994, has made a career in consumer finance that spans almost three decades. He has an extensive and broad lending background in underwriting, collections, asset recovery and program management. Michael now heads up the Analytics and Consulting team for CU Direct, helping credit unions across the country optimize lending efficiencies and improve risk management strategies using data. He is lead instructor of the Lending Analytics and Portfolio Academy. Michael holds a BS degree in Data Analytics and is a graduate of the Southwest CUNA Management School.

NEFF HUDSON, VICE PRESIDENT CORPORATE DEVELOPMENT, USAA - KEYNOTE

Neff Hudson serves as Vice President, Corporate Development at USAA, a Fortune 120 financial services company headquartered in San Antonio, TX. Hudson manages USAA’s pipeline for equity investments in FinTech, InsureTech, Big Data & Security and Enterprise Infrastructure. He also oversees the commercialization and protection of USAA’s Intellectual Property portfolio. Hudson is an 18-year USAA veteran and lifelong member. He formerly served as Vice President, Emerging Channels where he led USAA’s award-winning mobile, tablet and voice-response channels as well as innovation efforts in emerging payments, social commerce, video and virtual agents. His product launches include the USAA Virtual Assistant, a smartphone based autonomous agent that performs financial transactions, and Deposit@Mobile 3.0, which uses video capture to process multiple checks into multiple accounts. Prior to joining USAA, Neff worked for 12 years in the journalism industry. He was the general manager of militarycity.com, a military news portal. He also served as the Chief Pentagon Correspondent for Army Times Publishing Co. He holds a bachelor's degree in journalism from the University of Maryland.

JOHN JANCLAES, CEO, PARTNERS FEDERAL CREDIT UNION - KEYNOTE

Partners Federal Credit Union serves the employees of The Walt Disney Company. Currently, Partners serves over 130,000 members throughout the United States with over $1.5 billion in assets. John joined Partners in June 2004 as President and Chief Executive Officer. John has over 30 years of financial services experience spanning retail banking, brokerage and insurance. Before joining Partners, John was an executive at Logix (formerly Lockheed Federal Credit Union), Coast Federal Bank and Valley Federal Savings. John earned a Bachelors’ in Business Administration from the University of Redlands and Masters in Business Management from the Peter F. Drucker and Masatoshi Ito Graduate School of Management at Claremont Graduate University. John is author of the book, “Doing What Matters: How Leaders Help Individuals and Organizations Thrive” and founder of www.theceocorner.com an online forum for leadership development. A native Californian, John resides in Temecula, California with his spouse Jackie pursuing a passion for equestrian sports.

RICH JONES, PRESIDENT, CEO, AND PRINCIPAL, LEADING2LEADERSHIP LLC

A published author and engaging speaker, Rich Jones is President/CEO/Principal for Leading2Leadership LLC. Prior to starting his own strategic planning agency he was Senior Vice President of Sales, Marketing and Business Development with $1B Elements Financial FCU (previously known as Eli Lilly Federal Credit Union.) With more than three decades of leadership experience that includes building entrepreneurial enterprises, he brings innovative thought and practices to credit unions, community banks and nonprofit enterprises across the country. A strategic leader, Rich has orchestrated transformational change while working with senior management and boards of directors. He has also implemented strategies in marketing, business development, branding and data management that have had a significant impact. In addition, he has led organizations into the art of using member data and market intelligence to design and deploy products, services and marketing messages that support sales efforts. Characterized as a value driven entrepreneur, he is cautiously optimistic and always maintains a contagious sense of humor. As a financial educator, he expertly communicates complex ideas in an engaging, accessible style. Click on the link to access Rich’s most recent white paper, Emerging Technology in Financial Services.

ANNE LEGG, FOUNDER, THRIVE STRATEGIC SERVICES

THRIVE leads organizations to goal attainment via data translation resulting in innovative and transformational business strategies. Anne is a recognized credit union expert and thought leader with an MBA thesis on the credit union business model as well as two internationally published whitepapers on credit union business strategy. She has served as an SME for CUNA and National University and has instructed at several CUNA schools. To learn more about her or THRIVE visit www.anneleggthrive.com.

 

BRIAN MOORE, GLOBAL TECHNOLOGY ADVISOR, MICROSOFT

Brian Moore is a global technology advisor for Microsoft, serving the financial services industry in Minneapolis, and helping customers thrive through digital transformation. Brian has 25 years of experience in IT, the last 16 with Microsoft. Coming from a development background, he enjoys tinkering with code now and again, and his latest passion is organizing—and participating—in hackathons. Brian has also founded chapters of the Microsoft Garage in both Germany and Minnesota, a group that fosters grassroots innovation. After living 18 of the last 25 years in Germany, he returned home to Minnesota in 2016 with his German wife and three sons.

SHAWN O'NEAL, FOUNDER AND CEO, SO ANALYTICS

Shawn is Founder and CEO of SO Analytics, a one man show consulting and investigating Analytics and the People Information Economy, located in the greater New York/New Jersey area of the U.S.A. Previously, he was VP Global Marketing Data and Analytics at Unilever, where he helped build the company’s global data and analytics capability, most recently in the United Kingdom. His career includes work as an Associate at McKinsey & Co., Strategic Planning for Pepsi-Cola, and strategy consulting with Marakon Associates in Stamford, CT. O’Neal is a frequent speaker on big data and marketing strategy at conferences worldwide.

KEITH RICHMOND, DIRECTOR OF CLIENT REPORTING AND ANALYTICS, AFFINION BENEFITS GROUP

Keith Richmond has developed relationships with Affinion clients for over five years in various roles of increasing responsibility. He started with the organization as a National Account Manager and was responsible for helping large financial institutions meet their revenue goals through targeted marketing campaigns. In 2015 Keith began overseeing Affinion’s team of insurance analysts who are responsible for creating client reporting packages. During this time Keith began crafting the company’s vision for how Affinion would expand client data analytics support outside of traditional marketing campaigns. The result of his leadership is the LUX 360° analytics solution that provides demographic, financial, and behavioral business intelligence, specifically related to each client’s account holder base. Prior to joining Affinion Keith held positions as an analyst in the technology industry and as a program manager in the manufacturing industry. Keith holds a B.S. in Marketing from Franklin Pierce University.

ELIZABETH ROBINS, PRODUCT DIRECTOR, BEST INNOVATION GROUP

Elizabeth Robins is a passionate evangelist for new technology solutions in the financial sector. With a background in both Computer Science and Marketing, she is able to view product development through a broad lens and collaborate across teams to find innovative solutions. As a Senior Product Manager at Symitar, Elizabeth led the Amazon Echo and Apple Watch solutions for Episys which bring financial services to voice-activated and wearable technology. While with Diebold, her team successfully launched a video solution directed at ATMs in financial institutions, expanding the transactions available to members. As part of the Best Innovation Group team, Elizabeth brings her expertise in product management to a portfolio of exciting new products for the financial industry. Elizabeth holds a MS in Computer Information Systems from University of Phoenix and a BS in Marketing from Oakland University. She is a recent transplant to Texas where she lives with her husband and two sons. The family loves all things of the Marvel universe and enjoys traveling.

PETE SEDGEWICK, CONSULTANT CLOUD, SECURITY AND INFRASTRUCTURE, BEST INNOVATION GROUP

Pete Sedgwick is an Information Security and Technology leader in the Credit Union industry. Pete currently serves as a Consultant on Cloud, Security and Infrastructure at Best Innovation Group (BIG). BIG focuses on Fintech solutions for the Credit Union space. Specifically, industry-wide code sharing and API prototype development. At Baxter Credit Union, he served as the Director of Cloud & Information Security leading their movement to the Cloud and Information Security strategy. He has over 4 years’ experience securely migrating business solutions to Azure and reduced BCU’s data center footprint by over 41%. Pete is passionate about building security programs focused on employee education, policy, procedures, technology and incident response. He brings with him 17 years of experience in information systems and is CISSP certified.

RHONDA SHEETS, FOUNDER, PRESIDENT AND CEO, SUPPORT EXP - KEYNOTE

Rhonda Sheets, the founder, President and CEO of Support EXP, is an internationally recognized thought leader, innovator, author, trainer, speaker and trusted partner in the credit union community. Recognizing a critical need to help credit unions get ahead of the CX Movement, Rhonda has positioned Support EXP as the leader in actionable solutions for measuring and managing the entire member journey. For more than 25 years, Rhonda has been passionate about achieving superior performance results for credit unions by putting them in control of Actionable CX Intelligence to create Loyal Members for Life. She is a leading expert on improving the member experience by capturing actionable feedback directly FROM members for an immediate and measurable impact. She has lectured worldwide at conferences and seminars, written articles for numerous industry publications, and trained over 5,000 credit union managers and executives in successful CX strategy formation and execution. Rhonda is also the founder and driving force behind Support Global Outreach (GO), an international service organization that develops global leaders to make a difference within their communities. Rooted in Rhonda’s work in Africa, Support GO provides grants, educational support and advocacy as part of its mission to help leaders fulfill their visions.