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2018 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.

KIRK DRAKE, PRESIDENT AND CEO, ONGOING OPERATIONS, LLC - KEYNOTE

Kirk Drake is a lifelong entrepreneur, author, and founder of Credit Union 2.0. He is a credit union and technology enthusiast who built eight successful businesses, notably the Credit Union Service Organization (CUSO) Ongoing Operations, CU Wallet - a mobile wallet venture, and several additional lifestyle e-commerce/mobile platforms. Kirk harnessed the power of inbound marketing, generating over 500 blog articles, twelve books, created a lead scoring system, and developed a digital engagement strategy resulting in over 100 leads per month. In 2016, Kirk harnessed his 25 years of industry experience to write Credit Union 2.0: A Guide to Helping Credit Unions Compete in the Digital Age. Kirk is a featured speaker with over 100 previous appearances at conferences, including The World Council Workshop, CO-OP Think Conference, PSCU Annual Conference, Cornerstone Credit Union League, and many more. He helps audiences understand the current state of credit unions, the imminent need to adapt into current digital technologies, and how to regain crucial market share in the banking industry. When Kirk isn't busy helping credit unions be relevant in today's digital age, he loves spending time with his beautiful wife Kimberly and their three amazing kids. They are also starting a vineyard in their beautiful new hometown of Ashland, Oregon.

TIM DAUGHERTY, MANAGING DIRECTOR - BUSINESS CONTINUITY GROUP, ONGOING OPERATIONS

Tim has over 20 years of Credit Union experience. He has worked as an IT Project Manager and DR/BCP Coordinator assisting both front office and back office operations to develop, implement, test and update DR/BC Plans and documentation. Tim has been with Ongoing Operations, LLC for over 9 years helping and guiding clients through the DR/BCP process. Tim holds certifications of Certified Business Continuity Professional with DRII and Crisis Communications Planner with ICOR.

JUDY DELUCCA, CEO, THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION

Judy S. DeLucca joined the staff of The New Orleans Firemen’s Federal Credit Union in March of 1980. She was named President and CEO of NOFFCU in 1987 and continues to serve in that capacity today. Judy was appointed to the Credit Union National Association Disaster Recovery Committee in 2006 where she joined other credit union colleagues from across the United States working on recommendations for a coordinated response in the event of future disasters. New Orleans Firemen’s Federal Credit Union was listed in CUNA’s Best Practices for Disaster Recovery under her leadership after Hurricane Katrina. She was named Louisiana Credit Union Professional of the Year in 2008 by the Louisiana Credit Union League, and was the recipient of the Credit Union Executives Society’s 2008 Glenn Johnson Council Award of Excellence for service to the credit union movement.

BRIAN HAMILTON, VP OF INNOVATION, CU DIRECT

Brian Hamilton has 25 years of experience with financial institutions and fintech start-ups, where he has managed all facets of consumer lending operations, and has led key initiatives in the development of groundbreaking on-line applications, custom scorecards, and loan origination systems. He joined CU Direct in 2017 as the Vice President of Innovation, where he leads research efforts on emerging trends and product innovation. Prior to his position with CU Direct, Brian was Vice President of Lending at UNIFY Financial and Chief Credit Officer at BlueYield. He previously served as VP of Lending at SchoolsFirst, First Tech, and the Golden 1 Credit Union.

BRETT KING, CEO AND FOUNDER OF MOVEN

Brett King is a world-renowned futurist and speaker, an International Bestselling Author, and a media personality who covers the future of business. He has spoken in over 50 countries, at TED conferences, given opening keynotes for Wired, Singularity University, Web Summit/MoneyConf, The Economist, World of Watson, CES, SIBOS and more. He has appeared as a commentator on CNBC, BBC, ABC, Fox, Bloomberg and more. He advised the Obama administration on Fintech policy and the Future of Banking and advises regulators and bank CEOs around the world on technology transformation.
King hosts the world's first and #1 ranked radio show on FinTech called "Breaking Banks" (140 countries, 3.6 million listeners). He is the CEO and Founder of Moven, a successful mobile start-up, which has raised over US$24 million to date, with the world's first mobile, downloadable bank account, available in the United States, Canada, UK, Indonesia, and New Zealand.
Named "King of the Disruptors" by Banking Exchange magazine, King was voted American Banker's Innovator of the Year in 2012, voted the world's #1 Financial Services Influencer by The Financial Brand and was nominated by Bank Innovation as one of the top 10 "coolest brands in banking". He was shortlisted for the 2015 Advance Global Australian of the Year Award for being one of the most influential Australians living offshore. His books have been released in more than a dozen languages and he has achieved bestseller status in 20 countries. His fifth book Augmented: Life in the Smart Lane is an international bestseller and has remained in the top-10 on Amazon for over a year. He is currently working on Bank 4.0 for a late 2017 release.

HARRY KLOOR, CEO AND FOUNDER, BEYOND IMAGINATION

Harry 'Doc' Kloor is CEO and Co-Founder of Beyond Imagination – a company that will bring general purpose humanoid avatars to the world enabling near instantaneous transportation. He is an American scientist, inventor, film producer, director, writer, and entrepreneur. Kloor was the first (and still the only) person to be awarded two PhDs simultaneously in two distinct academic disciplines. He holds PhDs in Physics and in Chemistry, both earned at Purdue University. Dr. Kloor is a recognized leader in bringing science to the public, and science consultant for NASA, CIA, and fortune 500 companies. In 2016, Kloor returned to XPRIZE Foundation, as Bold Innovator bringing his decades long mission of advancing avatar technologies to XPRIZE. As Bold Innovator he created the Avatar X Prize, raised 22M commitment from ANA to fund this prize, which was formally announced on March 12th, 2018 at South by South West. Dr. Kloor has advised in the area of Blockchain and crypto-currency for many years, and serves as advisor on several ICO offerings.

BRIAN LEY, CEO AND FOUNDER, ALPHARANK

Brian Ley is the CEO and Founder of Alpharank: we help banks and credit unions increase deposits, improve cross-sell, and reduce charge-offs by mapping customer connections. Alpharank builds a connected customer graph from massive amounts of anonymous transaction data and uses this to provide real-time intelligence to client financial institutions. Brian has always been fascinated with how viruses, behaviors, trends, and emotions spread through human networks and named as a 2017 Top Innovator by Bank Innovation magazine. Alpharank launched in April 2017 at Finovate where it was voted 'Best New Technology' by over 1,000 bankers.

PATRICK MILLER, PRESIDENT & CEO, CBC FEDERAL CREDIT UNION

Patrick joined CBC Federal in July 2012, and immediately installed CBC’s Core Values – “Make it Right, Make it Easy, and Make it Personal”, which have evolved into CBC’s brand promise. Results have been overwhelmingly positive, with consumer loans up 450%, membership almost doubled, all with the same staffing levels. Prior experience includes the Colorado Credit Union League, SELCO Community Credit Union in Eugene, Oregon, CUNA Mutual Group, and Navy Federal Credit Union; where he served eight years establishing their broker-dealer and RIA, and oversaw 73 branches.

KEITH Richmond, DIRECTOR OF CLIENT REPORTING AND ANALYTICS, AFFINION INSURNACE SOLUTIONS

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.

JEFF ROSENBECK, VP ANALYTICS STRATEGY & ENGAGEMENT, PSCU

Jeff Rosenbeck is PSCU’s cross-divisional Leader of Enterprise Analytics and Business Intelligence. He joined PSCU in 2002 with 15 years of national banking management and consulting experience. With broad proficiencies in Card Operations and Technology, Analytics, Business Line management, and a strong financial acumen, Jeff has led a variety of teams across PSCU. In 2011, he championed PSCU’s enterprise analytics initiative, introducing ‘Member Insight’ in 2014, a best in class analytics platform for the credit union industry. Throughout his career at PSCU, Jeff has built enduring partnerships with leading technology providers and payment industry organizations. Born and raised in Connecticut he earned his bachelor’s degree at the University of Massachusetts. Outside of work, Jeff enjoys time with his family and volunteers for Golden Retriever Rescue and several local civic organizations.

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.

 

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.

KEVIN J ANDERSON, BEST SELLING AUTHOR, PUBLIC SPEAKER, FUTURIST, WORDFIRE INC - KEYNOTE

Kevin J. Anderson is one of the most successful and prolific authors working in the science fiction field today, as well as a futurist whose thoughts and imagination are frequently sought out by visionary organizations. He has published 145 books, 56 of which have been national or international bestsellers. 23 million copies of his novels are in print in 30 languages worldwide. He has written numerous books in the Dune, Star Wars, and X-Files universes, as well as two innovative steampunk novels written with Neil Peart, lyricist and drummer for the legendary rock group Rush. He has won or been nominated for the Hugo, Nebula, Bram Stoker, Scribe, Shamus, and many other awards.

Kevin’s original works include the Saga of Seven Suns, the Saga of Shadows, the Terra Incognita fantasy trilogy, and his humorous horror series featuring Dan Shamble, Zombie P.I. He has edited numerous anthologies, including the Five by Five and Blood Lite series. Using new opportunities and technology, Anderson and his wife Rebecca Moesta are the publishers of new-model WordFire Press. He is a board member of the Challenger Learning Center for Space Science Education, and member of the advisory board for XPRIZE and the Lifeboat Foundation.

ANDREW BERTRAND, DATA ANALYST, OUR COMMUNITY CREDIT UNION

Andrew Bertrand began his credit union career over 10 years ago as Marketing Officer at Our Community Credit Union. As the resident data nerd, Andrew moved into the Analytics role as OCCU began their Business Analytics journey over 3 years ago. During that time, OCCU has implemented multiple data initiatives resulting in increased efficiency, increased revenue, decreased costs, and improved member service. Andrew currently oversees business analytics, data strategy, risk analysis, report generation, marketing and segmentation analysis, product costing, and supports ongoing projects at OCCU with business analytics.

JIM BURNER, SVP, OPERATIONS & TECHNOLOGY, TOWER FEDERAL CREDIT UNION

Jim Burner entered the technology field 33 years ago, with 28 of those years in the financial services arena. He specializes in IT strategy, operations, infrastructure, vendor management, information security and compliance. In 1990, Jim began employment at Chevy Chase Bank and was serving as Group Vice President of Technical Services when they were acquired by Capital One in 2010. After 4 years with Capital One as Director of IT, Jim felt a desire to return to the broader scope that a community institution offers and began employment at Tower Federal Credit Union in 2015. Currently as SVP of Operations and Technology at Tower Jim is responsible for Deposit Operations, IT, Information Security and the Project Management Office.

CHAD CARRINGTON, SVP/SECURITY, TECHNOLOGY INFRASTRUCTURE & FACILITIES, GOLDEN 1 CREDIT UNION

Chad Carrington joined Golden 1 in 2008 and was quickly promoted to Vice President of IT. He was named Senior Vice President of Security, Technology Infrastructure, and Facilities at Golden 1 Credit Union in 2017. Chad leads the development, oversight, and implementation of programs including information security, business continuity, incident response, information technology, and facilities.

Chad earned his M.A. in Instructional Technology from California State University Chico. He has more than 20 years of experience in technology, operations, and security disciplines in educational, not-for-profit, and corporate settings. Chad frequently shares his knowledge and expertise at industry conferences and events.

KIP HAAS, SVP DATA SCIENCE, CUDIRECT

Kip Haas is a tenured executive and technology leader with over 20 years’ experience leading and transforming multi-billion dollar organizations, as well as new market start-ups. He has Most recently Kip served as CIO for CU Direct, the nation’s leading developer of lending software technology to the credit union industry, and is now the company’s SVP of Digital Transformation, responsible for the development and implementation of all innovation initiatives. Prior to joining CU Direct Haas served for many years with First American Title where he held several posts, including CIO, and worked for five years as a consulting manager for Grant Thornton. He holds a bachelor degree in Finance from California State Polytechnic University—Pomona.

PAUL MADSEN

Paul Madsen is a technical architect at Swirlds, the developer of the hashgraph consensus algorithm. Madsen has participated in various design, chairing, editing and education roles for a number of identity standards, including OASIS SAML, OAuth 2.0 and FIDO Alliance. He holds a M.S. in Applied Mathematics and a Ph.D. in Theoretical Physics from Carleton University and the University of Western Ontario, respectively.

 

YVAN DE MUNCK, US HEAD OF BUSINESS DEVELOPMENT, JAMES

Yvan De Munck is a strategic advisor to emerging growth companies, particularly active at the intersection of big data and credit risk. Currently heading up the US business for “James”, he helps companies and people develop strategies that nudge clients into behaviors that are socially desirable and financially rewarding.

With an earlier career on Wall Street and the last 5+ years focused on fintech related initiatives, he has created a particular interest in the credit union space, a group that has shown increased interest in applying cutting edge technology to solve all too common problems: how to increase origination volumes without taking on more risk; how to keep default rates under control as the cycle turns; how to optimize operational efficiency in the underwriting process – all this in a regulatory compliant way. Yvan brings with him a global perspective (originally from Europe, fluent in 4 languages) and is a FINRA Series 7, 24 & 63 license holder.

ROJIN NAIR, GENERAL MANAGER, FINTECH SOLUTIONS, CELERO

Rojin Nair is currently the General Manager, Fintech Solutions for Celero. Rojin is a technology executive with 25 years of leadership experience in information management, research, analytics, technology strategy and operational excellence. At Celero, he leads a team of analyst, developers, scientists and engineers responsible for developing financial services technology product innovation in analytics, machine learning, cognitive computing, digital transformation, process automation, digital content management and marketing. A strong believer in the Design Thinking approach, Rojin believes in designing and developing customer centric products and solutions that provide the best user experience to the end users. Current areas of focus include artificial intelligence, cognitive computing, Blockchain, robotic process automation, digital content management, user engagement and experience management.

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

Rhonda Sheets is the Founder, President and CEO of Support EXP, established in 1997. She is an internationally recognized thought leader, innovator, author, trainer, speaker and trusted partner in the financial services community. Rhonda has successfully positioned Support EXP as the leader in developing and delivering dynamic, real-time Customer Experience (CX) Actionable Analytics for financial institutions seeking to differentiate themselves by building authentic, trust-based customer and member relationships. As a visionary and innovator, Rhonda has consistently been in the forefront of achieving superior CX performance results for banks and credit unions – using Voice-of-the-Customer insight and Actionable CX solutions that enable clients to uniquely Live Their Difference™ every day. In addition to her professional work with financial institutions, Rhonda is 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 through care, compassion, and education.

KRISTEN ST. JEAN, MANAGER, ENTERPRISE ANALYTICS, PSCU

Kristen St. Jean, Manager of Business Intelligence & Analytic Solutions, joined PSCU in 2015 with 15 years of business intelligence and analytics consulting experience across multiple industries. Throughout her career, Kristen has built enduring partnerships with leading technology providers and organizations. Born and raised in Ohio, she earned her bachelor’s degree at the Ohio State University.