20th Annual CUNA CFO Council Conference
2014 Mandalay Bay Resort & Casino | Las Vegas, NV | May 18-21
- Pamela E. DavisInspired Service: When Being the Good Guy is Not Enough
Pamela E. Davis, Founder, President/CEO
Nonprofits Insurance Alliance Group, Santa Cruz, CA
Pamela is the Founder, President and CEO of the member companies of the Nonprofits Insurance Alliance Group, comprised of two charitable liability risk pools, ANI and NIAC, as well as a captive property reinsurer and a management company. All companies in the group are 501(c)(3) tax-exempt nonprofits. The Group holds an A VIII rating from A.M. Best. Started in 1989 with a $1.3 million loan, the Group has assets of $331.3 million and surplus of $163.1 million and has returned $31 million in dividends to nonprofits. The Group insures and provides risk management services for 13,000 tax-exempt nonprofits in 31 states and the District of Columbia. Pamela is presently working with a group of nonprofit leaders to improve nonprofits access to credit.
In 2006, Pamela was named by Business Insurance as one of the “Women to Watch” in the commercial insurance industry worldwide. She was named one of the nation’s 15 BEST BOSSES by Fortune Small Business and Winning Workplaces in 2005. She holds a BA with highest honors in Economics from the University of California, Santa Cruz and a Masters of Public Policy from the University of California, Berkeley.
- MJ CoonBest Practices in Board Reporting and Financials: A Panel Discussion
MJ Coon, EVP/CFO
Ent FCU, Colorado Springs, Colorado
MJ has been with the credit union since February 1998 and is currently responsible for accounting, finance, investments and asset/liability management. For the ten years prior to joining the management team at Ent Federal, M.J. worked for the National Credit Union Administration (NCUA) as a principal examiner and as a corporate credit union examiner. She has served as member of the SunCorp Credit Union Board of Directors (11 years) and the chair of their Asset/Liability Management Committee. In addition, MJ served six years on the CUNA CFO Council’s Executive Committee, six years as chair of their Regulatory Committee, six years on their Conference Planning Committee and on the ALM First Financial Advisors Advisory Board. MJ earned her Bachelor of Science in Accounting from Berry College in Mt. Berry, Georgia.
- Mike SchenkEconomic Update
Mike Schenk, VP Economics and Statistics
Credit Union National Association, Madison, WI
Mike has 30 years of experience in the financial services industry. He joined the Credit Union National Association (CUNA) in 1992. Mike conducts economic research and supports CUNA’s public relations and lobbying efforts.
Mike serves on the board of a $2 billion credit union. He currently serves as Treasurer and also Chairs his credit union’s Asset-Liability Management and Risk Management Committees
- Louis (Jay) ScungioBest Practices in Board Reporting and Financials: A Panel Discussion
Louis (Jay) Scungio, SVP/CFO
Freedom Credit Union, Springfield, MA
Jay has been with Freedom Credit Union since November 1999. Prior to the credit union, Jay worked with a local CPA firm for 5 years specializing in credit union engagements.
Jay is a graduate of Western New England University with a Bachelor’s degree in Business Administration and an MBA. Jay is also a CPA and a member of the AICPA and Massachusetts Society of CPA’s.
- Mark DeBreeResponding to the Regulatory Emphasis on ALM Reporting in a Rising Rate Environment
Mark DeBree, Director, ALM Services
Catalyst Corporate FCU, Plano, TX
Mark directs the ALM Services group at Catalyst Strategic Solutions and is responsible for overseeing all of the third-party ALM analysis, validations, core deposit studies and other ad-hoc projects at Catalyst Strategic Solutions, in addition to processing the ALM reporting for Catalyst Corporate FCU. He consults with credit unions on opportunities, strategic direction, risk mitigation strategies and other topics. Mark also researches, develops, and implements new financial models used by the ALM group, clients or other areas of Catalyst Strategic Solutions.
Prior to joining Strategic Solutions in 2002, Mark worked as a financial analyst at RichMark Capital Corporation, a privately owned brokerage house and investment bank and at Salomon Smith Barney in New York. Mark received a bachelor’s degree in finance and an M.B.A. with a finance concentration from Texas Tech University and is a Chartered Financial Analyst (CFA).
- Dan HessThe Tools You Need to Build on Your Financial Success
Dan Hess, SVP, Chief Business Officer
FHLBank Topeka | Topeka, Kansas
Dan joined FHLBank Topeka in 1995. As senior vice president and chief business officer, Dan currently leads FHLBank’s Lending, Sales, Mortgage Partnership Finance Program, Product Administration, Public Relations and Communications and Wire Services initiatives. He oversees FHLBank’s efforts to provide core products and strategies that provide high value to FHLBank members while maintaining efficient operations and internal controls. Before joining FHLBank, he was a senior auditor with Capitol Federal Savings, Topeka, and assistant industry condition reporting coordinator for the Office of Thrift Supervision, also in Topeka.
Dan has a bachelor of business administration degree from Washburn University of Topeka. He also is a graduate of the Nebraska and Kansas Bankers Associations’ Advanced Schools of Banking and the Graduate School of Banking in Boulder, Colo.
- Charlie CrowleyInvestment Portfolio Strategies in the Current Environment
- Tasha KostickAllowance for Loan Loss
- John CaladimNavigating Your Investment Portfolio Through a Volatile Interest Rate Environment
- Brian Smith-Vandergriff, SrManaging Operating Expenses and Income Ratios
- Chad McKeithenBalance Sheet Management is About to Matter
- Scott NeatRegulatory Update
Scott Neat, Director of Supervision
NCUA, Washington, DC
Scott is responsible for overseeing the implementation of agency-wide policy that relates to the examination program. This includes developing and maintaining NCUA’s AIRES examination program, as well as the NCUA Examiners Guide and National Supervision Policy Manual. His division also writes or contributes to the development of various regulations, letters to credit unions, and other supervisory guidance for credit unions and examiners.
Scott joined NCUA as an examiner in 1987, and has since held several positions with the agency. These include stints as a Supervision Analyst in NCUA’s Atlanta Region III office, and as a Problem Case Officer and Supervisory Examiner in Memphis Tennessee. He holds a bachelor’s of science degree in accounting from the University of Kentucky.
- Howard BenzStrategies to Improve Depository Performance and Manage Interest Rate Risk
Howard Benz, Managing Director
Raymond James, Memphis, TN
As a Managing Director in Fixed Income Strategies at RAYMOND JAMES®, Howard’s particular focus is on serving depository institutions. His responsibilities include evaluating balance sheets and identifying strategies to enhance clients’ interest rate risk positions, while improving earnings and the overall value of the franchise.
Howard is a graduate of the University of Mississippi with a Bachelor of Business Administration degree. He received a Master of Business Administration degree from Christian Brothers University. He holds the following professional licenses: Series 7 - General Securities Representative; Series 24 - General Securities Principal; and Series 63 - Uniform Securities Agent State Law.
- Kevin DurranceMost Common Concerns with Call Reports
Kevin Durrance, CEO, Texans CU, Richardson, TX
Prior to his current position, Kevin was the Executive Vice President and Chief Financial Officer for Georgia Federal Credit Union in Atlanta, Georgia for many years. He joined the credit union movement in the early ‘90s and has 30 years of experience in all major areas of commercial banks, savings banks, and credit unions.
Kevin holds an MBA in Finance, an LL.M, and several degrees from the American Institute of Banking. Additionally, Kevin is a former instructor and executive committee member for the American Institute of Banking.
- Charlie CrowleyInvestment Portfolio Strategies in the Current Environment
Charlie Crowley, Managing Director
Wells Fargo Securities, LLC
Charlie is responsible for all balance sheet and investment portfolio analytics and resulting strategy development for Wells Fargo’s depository clients. He brings more than 30 years of experience working in the banking and financial services sector. Prior to joining Wells Fargo Securities, he was Managing Director of Balance Sheet Strategies at Keefe, Bruyette and Woods, an Associate Director at Sandler O’Neill & Partners, L.P., a Senior Products Consultant with Sendero Corporation and Financial Analyst with Hibernia Bank in San Francisco.
Charlie earned his BA in business and economics from St. Anselm College in Manchester, New Hampshire and his MA in economics from the University of Connecticut.
- Brad DahlmanUnderstanding and Using Member Profitability
- Jennifer N. HoskinsCommon Audit Findings
Jennifer N. Hoskins, CPA, MPA, CICA, Partner
Nearman, Maynard, Vallez, CPAs, Miami, FL
Jennifer received a Bachelor’s Degree in Business Administration with a major in accounting, and a Master’s Degree in Professional Accounting from the University of Miami in Coral Gables, Florida. Jennifer has successfully completed the requirements for the CPA (Certified Public Accountant) designation in the state of Florida. In addition, based on Jennifer's education and experience, she has earned the designation of Certified Internal Controls Auditor (CICA) from The Institute for Internal Controls (IIC). She has been with Nearman, Maynard, Vallez, CPAs, P.A., since she received her Master’s Degree in 1994.
As a Partner, Jennifer's responsibilities include planning and coordinating various projects as well as all phases of audit engagements. Jennifer also provides consulting services to our clients, such as internal auditing, NACHA compliance audits, assurance services, and other special work as required. Jennifer is also the firm's network administrator. The primary objective of this role is to maintain and enhance the technology used by the firm, keeping up-to-date with changes in the industry. In this role she also looks for innovative solutions using technology to provide better service to our clients.
- Scott D. Knapp7 Best Practices for Retirement
Scott D. Knapp, CFA, Investment Strategy Director
CUNA Mutual Group, Madison, WI
Scott is responsible for development of the group’s overall investment strategy and implementation of programs that help institutional investors meet their objectives. He is the chairman of the Investment Committee that performs ongoing research and due diligence on investments offered in the group’s programs. Scott also designs and delivers state of the art portfolio strategies that provide solutions to large or complex investment challenges. He also enables a team of field-based investment advisor representatives to provide high-quality advice to plan sponsors across the country.
Scott graduated from the University of Wisconsin-Platteville with a Bachelor of Business Administration, and from Boston University with a Master of Banking & Finance. He holds Chartered Financial Analyst (CFA) and Chartered Financial Consultant (ChFC) professional designations, and FINRA Series 7, 63, and 65 registrations.
- Richard L. ReedOne Approach to Enterprise Risk Management
Richard L. Reed, CFO
National Cooperative Bank, Washington, DC
Richard manages a team responsible for funding, tax and regulatory reporting, budgeting, accounting and financial reporting, and investment management. He is also a member of NCB’s Executive Council, a team of senior managers representing business development units and functional areas of NCB.
Richard earned a bachelor’s degree in business administration and a master’s degree in finance and investments from George Washington University. He is a member of Financial Executives International and the National Society of Accountants for Cooperatives.
- Steve RickEconomic Update
Steve Rick, Senior Economist
Credit Union National Association, Madison, WI
Steve has been with CUNA since January 1992. He conducts economic research, teaches at various credit union schools and conferences domestically and internationally, and writes articles for CUNA publications. He has authored a textbook on asset-liability management for credit union executives. Steve serves on the Board of Directors of the University of Wisconsin Credit Union, a $1.8 billion financial institution.
Steve also holds a senior lecturer position with the Economics Department at the University of Wisconsin where he teaches the money & banking and macroeconomics courses. He is the facilitator and instructor of the Stanford Bank Game, a computerized bank simulation, for CUNA Management School. Steve also has two years of experience as a bank simulation advisor for the Prochnow Graduate School of Banking.
Steve has a BA in Economics from Moorhead State University; a BS in Finance from Moorhead University; and a MS in Economics from the University of Wisconsin, Madison. He is also ABD PhD in Economics at the University of Wisconsin, Madison.
- Tim Segersoncancelled
Tim Segerson, Deputy Director E&I
NCUA, Washington, DC
Tim is responsible for overseeing the day to day operations of E&I and assisting the director with the implementation of Agency-wide policy relating to examination, supervision and insurance and guaranty fund risk management. Tim joined the Northeast Region of NCUA in 1992, and has worked as a problem case officer, field supervisor, as well as, serving as Director of Supervision and Director of Risk Management in E&I.
Tim is a graduate of Rhode Island College with honors completing studies in Economics and Accounting.
- Jon WolskeA Culture of Service
Jon Wolske, Culture Evangelist
Zappos Insights, Las Vegas, NV
Jon is the Culture Evangelist for Zappos Insights, a part of the Zappos Family of companies headquartered in Henderson, NV. Jon has over six years’ experience in the Zappos Family and speaks with a focus on culture and customer experiences and their importance in business today. Jon can tailor presentations to suit the needs of the group/industry he is addressing and strives to make each talk insightful and inspiring. Jon has presented at meetings and conferences for companies from around the world, including Microsoft, Humana, Bath & Body Works, Aetna, Merck, Samsung Electronics, Eli Lilly, State Farm and gave his first TED talk at TEDxLoyolaMarymountU this year! Watch it here: http://www.youtube.com/watch?v=NW5BGsmpYXo
- KEYNOTE SPEAKER John FoleyHigh Performance Climb®
John's personal path to High Performance began as a child, when he stood alongside his father at an air show featuring the Blue Angels. From that moment, John knew deep in his heart that someday he'd be carving up the skies as a member of the Blues. Eventually, he lived that dream, but getting there wasn't easy. In fact, John's journey from an awe-struck child at an air show to the cockpit of the Blue Angels F/A-18 Hornet is a study in persistence, hard work and the will to overcome obstacles and setbacks.Those ideals fit within three overriding traits that mark John’s presentations: First, a contagious attitude of thankfulness that he calls Glad To Be Here®. Second, an energizing delivery that inspires High Performance and service to others. And, third, a practical model for living out his message that works in other organizations as well as it works for the Blue Angels.
The model and the message are byproducts of John’s ongoing pursuit of continuous improvement. As a Blue Angel, John was part of a team that consistently performed in intense, high-stakes environments. With thousands of hours as a carrier pilot and hundreds of hours as an instructor pilot, John was an elite aviator when he joined the Blues. But to perform with this team – flying at speeds of more than 500 miles per hour and in formations as close as 18 inches from his teammates – John had to improve his performance by 300 percent!
John's post-Navy experiences as a Sloan Fellow at the Stanford Graduate School of Business and as an entrepreneur put him in a unique position to reverse-engineer the culture of team excellence found in the Blue Angels and create a model that helps others on their journeys toward High Performance.
"What I learned most from being with the Blue Angels had nothing to do with flying itself," John says. "I learned that the process of engaging at this high level, when my very life depended on successful communication, accurate information, trust and follow-through, is the same process leaders and successful individuals use to achieve excellence."
John graduated from the U.S. Naval Academy with a degree in mechanical engineering. He also was a defensive back for the Midshipmen, playing in two bowl games and helping Navy to one of the best four-year records in its football history. As a pilot, John was a "Top Ten Carrier Pilot" six times before becoming a Marine instructor pilot and a Blue Angel. He holds master’s degrees in business management, from the Stanford Graduate School of Business (as a Sloan Fellow); in international policy studies, from Stanford University; and in strategic studies, from the Naval War College. He makes his home in Sun Valley, Idaho.
- Evan BerrettStrategy and Strategic Acumen for CFO's
Evan Berrett, Founding Partner and CEO
Strategy Gurus, San Diego, CA
Evan is a strategy, leadership development and organizational performance consultant. He has worked for Citibank, Norwest Bank, American Express and Intel Corporation. At Intel, Evan trained Intel’s top 2000 executives to become strategic leaders, he led worldwide management development programs for over 7000 managers, and designed/ran the CEO’s pinnacle strategic leadership development program.
As a consultant, Evan provides strategic acumen training to corporations and facilitates strategy off-sites, events, workshops and war games with executives who “walk out of the room with new tools, strategy and roadmap in hand”. He holds a Masters degree from Columbia University and has taught in the Marriott School of Management (Brigham Young University) for the past three years. His research and practice focuses on the use of strategy tools and practices that facilitate the creation of ‘real strategy’ and the alignment of executives to strategic direction and execution.
- Charles N. McQueenInvestment Portfolio Pre-purchase Analysis and Due Diligence Requirements
Charley McQueen, President founded McQueen Financial Advisors, Inc. in 1999 to provide specialized services to financial institutions. Today, his company advises clients throughout the United States and manages investment portfolios with a combined value in excess of $4 billion.
With over 20 years of experience, Charley oversees McQueen Financial Advisors core services of providing investment portfolio management, Asset/Liability Management, Mortgage Servicing Rights valuations and tactical consultation.
He is a frequent speaker at financial institution conferences and has provided training and board education on investments, Asset/Liability Management, Mortgage Servicing Rights valuations, branch valuations, asset sales and strategic planning. Along with providing education to financial institutions, Charley provides training to several CPA firms and regulatory agencies.
Charley is a graduate of Western Michigan University, with a BBA in Management.
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