Speakers & Sessions

Jason JenningsOpening General Session - Reinvention - The Six Secrets of Change
Jason Jennings

This keynote is based on Jennings' highly anticipated new book being released early in 2012, The Reinventors –How Extraordinary Companies Pursue Radical Continual Change, which identifies more than 100 companies that have made constant change an integral part of their DNA. By examining innovative businesses such as Apple, Capital One, Starbucks, Arrow Electronics, Nucor Steel, Smithfield Foods and many more, Jennings identifies six points, tailored to your organization's needs that will help you crack the code on change. Key findings include the fact that successful reinventors are committed to double digit annual growth, letting go of yesterday’s breadwinners, conventional wisdom and ego, making lots of small bets and getting and keeping everyone on the same page.

About Jason Jennings

Jason Jennings is a researcher and one of the most successful and prolific business and leadership authors in the world and his greatest thrill is helping lead individuals and companies to their full economic potential. He began his career as a radio and television reporter and was the youngest radio station group owner in the nation. Later, he founded Jennings-McGlothlin & Company, a consulting firm that became the world’s largest media consultancy and his legendary programming and sales strategies are credited with revolutionizing many parts of the broadcasting industry. He traveled the globe in search of the world's fastest companies for his landmark book, It's Not the Big That Eat the Small - It’s the Fast That Eat the Slow. Within weeks of its release it hit the Wall Street Journal, USA Today and New York Times Bestsellers Lists. Now published in 32 languages, USA TODAY named it one of the top 25 books of the year! Next, he and his research teams identified the world’s ten most productive companies for his bestseller Less Is More. That was followed by his next book, Think BIG - Act Small, which profiled the only ten companies in the world to have organically grown both revenues and profits by double digits every year for ten consecutive years. Like all his previous books it debuted on all the bestseller charts. His latest book, Hit the Ground Running - A Manual for Leaders reveals the tactics and strategies of the ten CEO’s who created the greatest amount of economic value between 2000 and 2009. Research is underway for his next book for his publisher Penguin Putnam, The Reinventors - How Extraordinary Companies Pursue Radical Continuous Change to be published late 2011 that promises to reveal the secrets of those leaders and organizations that have successfully reinvented and transformed themselves. In total, Jennings and his teams have screened and studied more that 120,000 companies. Along the way he found time to join forces with well known cardiologist Dr. John Kennedy and coauthor the 2010 Health, Mind and Body bestseller, The 15 Minute Heart Cure –The Natural Way to Release Stress and Heal Your Heart in Fifteen minutes a Day. Critics call his books, “extraordinarily well researched, insightful, crisply written, accessible, intriguing and a vital resource for everyone in business,” and USA TODAY calls Jennings one of the three most in-demand business speakers on the planet along with the authors of Good to Great and In Search of Excellence. When not traveling the world on research, in search of adventure, and doing eighty keynote speeches each year, Jennings and his family split their time between the San Francisco bayside community of Tiburon, California and their lodge, Timber Rock Shore on a small lake in Michigan’s northern peninsula where they share the environment with native moose, bear, deer, wolves and soaring eagles. 

Lisa RennerGeneral Session - Sleeping with the Enemy: How to Collaborate with Your Competition for Exponential Growth
Lisa Renner

For decades businesses have spent trillions of dollars to fend off the competition. In today’s depressed economic climate, businesses can no longer afford this game of “who has the deepest pockets to buy market share.” Leaders in all industries are recognizing that growth in the 21st century will be characterized, not by building higher walls and barriers to entry, but by crossing boundaries to leverage complementary assets and competencies—i.e., collaborating with similar businesses (competitors). At no other time has collaboration been more important to businesses and organizations, especially credit unions. Collaborative business models are effective, efficient platforms for innovative solutions because they create economies of scale, lower operating costs, spread risk and capital, as well as leverage infrastructure and intellectual capital. This session represents more than 10 years of hands-on experience building successful collaboratives and researching how they can impact the top and bottom lines. It identifies the key economic conditions that make collaboration the Next Generation Growth Strategy for the future economy, the foundation and prerequisites needed to collaborate successfully, and reveals never before seen examples of successful collaboration and the real returns achieved. Attendees will learn how to identify opportunities for collaboration for their organizations and the formula for building highly aligned collaboratives that demonstrate improved managerial focus, reduced risk, accelerated implementation, and earlier realization of return on collaboration (ROC). They will leave the session energized, with loads of ideas and ready to take the next steps toward a collaborative growth strategy for their credit union.

About Lisa Renner

Lisa Renner, co-founder and managing principal of the Renner Group, is a nationally-recognized expert on collaboration who teaches leaders how to grow their businesses by partnering to leverage complementary assets and competencies. With more than 10 years as a successful CEO, Lisa has "walked the talk," repeatedly crossing boundaries and collaborating with competitors to construct a successful family of six multi-owned companies covering a wide array of services and industries. As a professional speaker to businesses and organizations, Lisa shares insights and teaches strategies and tactics learned over her many years building successful collaboratives. She shows organizations how to identify and align with similarly like-minded partners and form collaboratives that realize each partner's unique need for Return on Collaboration (ROC). Lisa is a member of the National Speakers Association, serves on the boards of several national organizations, and is frequently sought out by the media for her insight and expertise on collaboration.

Erik QualmanClosing General Session - Socialnomics: Word of Mouth Goes World of Mouth
Erik Qualman

Social Media has overtaken as the top activity on the Web and the time is now for companies and individuals to learn about Socialnomics™.  Just as we no longer search for the news today, rather it finds us; we will no longer search for products and services. They will be pushed our way by our friends and acquaintances via social media. As a result of this shift, the products and services that provide the best value will win. Socialnomics explores why flourishing companies are acting like Dale Carnegie; listening first and selling second. One unique aspect of the entertaining Socialnomics presentation is that while looking at the business uses of social media Qualman also explores how social media has changed individuals online and offline behavior; taking a look at how this affects leadership in a corporation, as well as externally with partners. Because, what happens in Vegas no longer stays in Vegas, rather it stays on YouTube...Facebook...Twitter, etc. 

Learn:

 How companies and individuals are achieving success in social media [ROI]


Socialnomicswas 1 of 4 finalists for the "2010 Book of the Year" awarded by the American Marketing Association.

"...people are hot for social media...Erik Qualman who has written a book called Socialnomics says it's about listening first, then selling." - Forbes

About Erik Qualman

Called a Digital Dale Carnegie, Erik Qualman is the author of Socialnomics: How social media transforms the way we live and do business. Socialnomics made Amazon's #1 Best Selling List for the US, Japan, UK, Canada, Portugal, Italy, China, Korea and Germany. Socialnomics was a finalist for the "2010 Book of the Year" awarded by the American Marketing Association. Fast Company Magazine listed him as a Top 100 Digital Influencer. He also has one of 2010's most viral videos on YouTube in "Social Media Revolution." Qualman is a frequently requested International speaker and has been highlighted in numerous media outlets including: BusinessWeek, The New York Times, WSJ, Mashable, USA Today, Financial Times, Forbes, Fortune, CBS Nightly News, and The Huffington Post. He has been fortunate to share the stage with Alan Mulally (Ford CEO), Lee Scott (CEO/Chairman Walmart), Jose Socrates (Prime Minister of Portugal), Lutz Bethge (Montblanc CEO), Olli-Pekka Kallasvuo (Nokia CEO), Julie Andrews, Al Gore, Tony Hawk and Sarah Palin. Qualman is an MBA Professor at the Hult International Business School. For the past 16 years Qualman has helped grow the digital capabilities of many companies including Cadillac, EarthLink, EF Education, Yahoo, Travelzoo and AT&T. He is the founder and owner of socialnomics.com which PC Magazine ranked as a Top 10 Social Media Blog. He sits on the Advisory Boards of Manumatix and Bazaarvoice Inc. Qualman holds a BA from Michigan State University and an MBA from The University of Texas. He was Academic All-Big Ten in basketball at Michigan State University and still finds time to follow his beloved Spartans while living in Boston with his wife and daughter.

Breakout Sessions

CEOCEO/Manager Board/DirectorBoard/Director Human Resources HR Marketing Marketing Lending Lending Information Technology IT

Debbie Rightmire11 Ratios Every CU Professional Should Know CEOBoard of DirectorsLending
Deborah Rightmire

Most CU’s currently face challenges in the primary operational areas of capital, asset quality, and earnings. The ratios presented in this session will help CU professionals monitor the financial results effectively and prompt ideas for improvement.  Debbie will outline the 11 primary ratios used to monitor capital, earnings, and asset quality in the credit union on a systematic basis.  Participants will explore how to improve ratios to insure a stable, financially secure credit union by narrowing their focus to the most important ratios necessary to monitor progress and guide decision making.  Additional learner expectations include:

The session uses industry recognized monitoring tools and follows the format provided to credit unions by the Texas Credit Union League for the past 25 years.

About Deborah Rightmire

 Deborah L. Rightmire is Vice President of Asset/Liability Management for the Texas Credit Union League, overseeing the operations of TCUL ALM Resources. She provides semi-annual ALM analysis and consulting services for credit unions across the U.S. representing over 90 billion in combined assets.  She speaks for CUNA and Leagues across the nation.  Debbie conducts presentations emphasizing ratio analysis, policy formulation, economic trends, liquidity analysis, and investment due diligence.

As a senior faculty member of Southwest CUNA Management School, Debbie instructs, assists with curriculum development, and evaluates the Financial Management Key Result Area of student’s three-year strategic business plan.

Audiences benefit from Debbie’s prior experience as a credit union representative for the Texas Credit Union League, service on the Board of Directors and Asset/Liability Management Committee (ALCO) of Metroplex Credit Union in Dallas and her 30 years in the financial service industry.

Debbie joined the Texas Credit Union League in 1979 and is a graduate of the University of Alaska.

Janine McBeec2c: Connect to Collaborate CEOMarketingBoard of DirectorsLendingInformation TechnologyHuman Resources
Janine McBee
Aaron Mireles

Bring your cell phones, iPads, or notebooks. Plan to ENGAGE as you enter a PowerPoint free zone! Let’s open the lines of communication between generations, working together to move credit unions forward. Join Aaron & Janine for frank and open discussion about credit unions! Let’s discuss what makes us great, generating some ideas on what could make us even better.

Some “food for thought” before this dynamic session:

About Janine McBee

Janine joined the Texas Credit Union League "TCUL" Training & Events Department in 1986, after four years with Southwest Corporate Federal Credit Union (now known as Catalyst Corporate FCU). Prior to Southwest Corporate, she spent three years working for Kern Schools Federal Credit Union, in Bakersfield, California.

Aaron MirelesJanine began working with SCMS in 1986. Within a few years she was directing the school, working with it for 12 years before taking a six year hiatus to explore other aspects of training and education, including launching TechMecca and introducing web-based training opportunities. She enthusiastically returned to direct the school in 2006.

Committed to life-long learning, Janine is certified as a Credit Union Development Educator (CUDE) and earned her Certified Credit Union Executive (CCUE) designation. She was the first Texan to be certified in CUNA's Volunteer Leadership Program and holds a certification in CUNA's MERIT program as well. Janine is currently working on her Certified Meeting Manager (CMM) designation. She earned her BS in business from California State University Bakersfield. You can catch up with her in the LinkedIn Group "Credit Union Leaders Book Club".

About Aaron Mireles

Aaron Mireles, the mulcher of marketing at PTP NEW MEDIA, began his journey managing Gen Y blogs, creating "edumatainment" videos, and engaging email marketing...but that was only the beginning. In 2012, his creative work continues and evolved to helping credit unions connect the offline and online and create CUNAversal harmony.

Steve GibbsCompliance and Regulations Update CEOLending
Steve Gibbs

More information coming soon.

About Steve Gibbs

Steve Gibbs manages Shared Compliance Resources (SCR), a program he developed and began over 6 years ago to provide compliance consulting and support to credit unions in the form of a “time share” format.  SCR is a division of Credit Union Resources, Inc and the Texas Credit Union League (TCUL).  His career of over 30 years in the financial industry includes service with the Federal Reserve Bank of Dallas, the Federal Home Loan Bank of Dallas (Office of Thrift Supervision - “OTS”), and the Federal Deposit Insurance Corporation (FDIC), where he achieved professional designations and awards. Steve holds CUNA’s Credit Union Compliance Expert (CUCE) and Bank Secrecy Act Compliance Specialist (BSACS) certifications.  Prior to SCR, his positions at TCUL included Director of the Southwest CUNA Management School, Director of Information Central, and Lobbyist/Legislative Analyst.  He has presented to/performed training for financial industry groups including SWACHA, the Texas Credit Union Department, EPN/The Clearinghouse, and the National Association of State Credit Union Supervisors (NASCUS), as well as leagues/associations in Oklahoma, Arkansas, Louisiana, Kentucky, the Dakotas, Kansas, Nebraska, California, Mississippi, Tennessee, and of course his home state, Texas. In addition to speaking, Steve writes articles for numerous regional and national industry publications.

Paul GentileCU Differentiation CEOMarketingBoard of DirectorsLending
Paul Gentile

More information coming soon.

About Paul Gentile

Paul Gentile is the president/CEO of the New Jersey Credit Union League, the state trade association for New Jersey’s credit unions. New Jersey is home to 200 credit unions serving 1.2 million credit union members and with a combined $10 billion in assets. Gentile has helped re-energize the New Jersey Credit Union League by launching new branding efforts, programs and political action.

NJCUL's "Banking You Can Trust" consumer awareness campaign is one of the most successful awareness campaigns in the country. New Jersey is consistently one of the top states for generating visits to FindaCreditUnion.com, fueled by its multi-media "Banking You Can Trust" campaign. He is a passionate advocate for giving consumers the basics on credit unions, and not overwhelming them with our own industry jargon.

NJCUL is a noted industry leader in the areas of social media and communications. NJCUL publishes a daily and weekly newsletter and has won CUNA's Blockbuster awards for "Best Use of Social Media" as well as "Best Online Newsletter." Prior to his role with NJCUL, Gentile served as the editor and publisher of Credit Union Times, (1997-2007) a national weekly publication covering the credit union movement. He is a well-known figure in the credit union industry and has written hundreds of stories on all aspects of the industry. _Gentile believes credit unions play a vital role in the financial services industry by offering consumers a low-cost, high quality financial experience. He is an advocate of regulatory flexibility for credit unions so they can provide their services to more consumers.

Prior to joining Credit Union Times, Gentile was an editor with New Jersey Business Magazine. (1995-1997). He is a graduate of the University of Delaware (1994) and resides in Matawan, New Jersey with his wife Janet and twin 6 year-old boys Joseph and Christopher.

Brian TurnerEmerging Credit Union Risks CEOBoard of DirectorsLending
Brian Turner

More information coming soon.

About Brian Turner

Turner joined Southwest Corporate FCU (now known as Catalyst Corporate) in 1999 and has 25 years of senior financial management experience in the financial services industry. In his position as Manager - Advisory Services, Turner directs the daily operations and strategic direction of Southwest Corporate’s Advisory Services and works directly with a number of credit unions on their strategic financial management endeavors. The combined assets of those credit unions are over $25-billion with investment dollars in excess of $18-billion.

Before joining Southwest Corporate, Turner was chief financial officer of Empire Financial Corporation, a Dallas, Texas, based investment firm where he directed acquisitions and investment banking activities. Prior to that, he was Senior Vice President of Funds Management and Investments for the Central Bank affiliate of First Commerce Corporation of New Orleans, Louisiana where he directed investments, funds management, and asset/liability management for the $8-billion commercial bank.

Earlier in his career, Turner served as Senior Vice President - Treasurer of Bluebonnet Savings Bank, Dallas, TX, a $3.5-billion thrift association where he directed investments, funds management, and strategic A/LM. At Bluebonnet, Turner worked to combine 11 thrifts and assisted in three additional acquisitions to form one of the highest performing financial institutions in the state.

Turner was on the regulatory taskforce responsible for the development of interest rate risk guidelines utilized in current interest rate risk and investment management for commercial banks, thrifts, and credit unions.

Turner received an undergraduate degree from Oklahoma State University and did his graduate studies at the University of Tulsa. He is a member of the National Financial Manager's Society and a graduate of a number of financial industry and economic institutes. He also is a graduate of the Covey Leadership Institute and is a frequent speaker on various economic and credit union issues.

Bryan ClagettEngagement Banking: People Over Product & the Credit Union Competitive EdgeCEOMarketingBoard of Directors
Bryan Clagett
James Robert Lay

We’re now in the era of Engagement Banking a time where we must engage our members by establishing relevant dialogue and conversation. We in fact need to motivate consumers and prospects and reach out to them in ways we have not done before. Instead of marketing to consumers is our typical ways, we need to assist them in helping to manage their daily finances and in reaching their financial goals. Credit unions not only need to be better positioned as a solution provider, but they need to do so through the execution of an experience, not simply through traditional branding. This means credit unions need to actively engage their members across all channels, through human interaction and technology driven experiences.

Presentation Objectives

About Bryan Clagett

As chief marketing officer of Geezeo, Bryan Clagett is a principle driver of Geezeo’s marketing, branding and corporate communications efforts. Clagett joins founders Shawn Ward and Peter Glyman in establishing Geezeo as the premier personal financial management provider in the financial services industry. Prior to joining Geezeo, Clagett was the executive vice president of client development at Raoust+Partners. He joined Raoust in 2004 after 8 years with Affinity FCU, where he served as vice president of marketing and E-commerce. Prior to entering the credit union industry, Clagett held management positions with 2 regional commercial banks.

James Robert LayAbout James Robert Lay

In 2002, during his sophomore year at San Jacinto College, James Robert founded PTP NEW MEDIA in the bedroom of his parent’s house. He started the company as a way to help pay for school.  This was after trying to make it in a punk rock band singing emo songs about girls.
James Robert has found a home in the credit union movement through helping credit unions grow relationships with members online with interactive web marketing. Always looking to give back to the credit union movement, James Robert was stoked about the opportunity to work with Natasha on CU Grow.

In 2006, James Robert completed his MBA at the University of Houston – Clear Lake and enjoys sharing his passion for web marketing at credit union conferences and chapter meetings. Moving to the other side of the desk, James Robert will begin teaching a marketing class in the fall of 2008 at San Jacinto College.

Howard BufeFinancial Statement Analysis CEOBoard of Directors
Howard Bufe

With NCUA’s emphasis on financial education among volunteers, this is one session volunteers will not want to miss.  Howard Bufe will show how to read and analyze financial statements, including Balance Sheets and Income Statements. In addition, Howard will discuss ways to analyze liquidity and interest rate risk.  Designed to assist those with limited financial experience, participants will walk away with a better understanding of a credit union’s financial statements.  Topics covered will include:

About Howard Bufe

Howard is Assistant Vice President of OnBalance, a department of Credit Union Resources Inc., a subsidiary of the Texas Credit Union League.  OnBalance provides professional planning, consulting and training.  Howard also works as a Financial Analyst for ALM Resources a department of the Texas Credit Union League providing analysis, commentary and guidance for individual credit unions.  Howard has also provided consultation and training for management and staff of both the Barbados and Jamaica Co-operative Credit Union Leagues.  Howard has worked in the Financial Services Industry 30 years.  His experience includes Assistant Controller, Financial Analyst, and Trainer. Howard earned his Bachelor of Science degree in Accounting from Lubbock Christian University.

Matt MongeFrom Catchphrase to Culture CEOMarketingInformation TechnologyHuman Resources
Matt Monge

Corporate mission statements and core values lists are filled with buzzwords, aren’t they? But here’s the thing: You can keep your catchphrases, because until those ideas translate into the culture of the organization, they’re useless.

About Matt Monge

Matt is the Vice President of People and Development for Fort Campbell Federal Credit Union, where his team creates and implements organizational development and culture initiatives for the credit union’s nine locations. He has been recognized as one of Credit Union Times’ “Trailblazers 40 Below,” and has been published in the Times. He has also spoken at CUNA’s national training and development conference, Experience Learning Live, in addition to other events. He has contributed articles on organizational culture, employee engagement, and development to Training magazine as well; where two of his articles rank among the top ten most read articles on Training‘s website. Previous to his time in the credit union world, he helped develop and implement a global leadership development program that was awarded Training magazine’s Top 125 Award. He is earning his Master’s in Organizational Leadership from Gonzaga University.

John VardallasGeneration Soup: "Leading Today's Multi-Gen Workforce for High Performance" CEOHuman Resources
John Vardallas

This session will explore techniques for effectively recruiting and keeping employees inspired and productive. Key factors for retaining and strategies for motivating different generation staff for effective performance will also be highlighted. This session will also include a discussion on identifying and creating positive workplace climate indicators for cooperation and results.

About John Vardallas

John A. Vardallas is an International Credit Union Business Consultant and Founder/CEO of  TheAmericanBoomeR. His personal mission centers on helping develop future leaders who can keep our credit unions not only surviving, but thriving! He strives to help professionals become more effective, reaching their full potential through:

With a reputation for challenging those he works with to expand their strategic thinking, he helps leaders synthesize trends into strategic organizational direction. His goal as Chief Evaluator/Senior Faculty Strategist is to enhance and add value to the school while facilitating the success of SCMS Students.

John was formerly the director of new business and market development and director of national training programs for Credit Union National Association (CUNA), where he was responsible for directing and coordinating the executive development programs including the Certified Credit Union Executive (CCUE) and national executive development training schools, conferences, institutes and conventions for CUNA. He has also been a program consultant and speaker for the Filene Research Institute,  the World Council of Credit Unions, Inc., and to international credit union organizations in Australia, Canada, Europe, Central America, Africa and the Caribbean.

John earned BA Degree in Education and Political Science from the University of Alabama. He received the American Society of Association Executives Certified Association Executive (CAE) designation in 1989. He is a member of ASAE, the World Future Society, and the National Speakers Association-WI Chapter. He is also a member of the Filene Research Institute and is a Credit Union Development Educator (CUDE). John has served on the UWCU Marketing and Member Relations Committee.

His passion for the credit union movement began when he was deeply touched and influenced by the people helping people philosophy while still in college.

He welcomes feedback, suggestions and ideas regarding credit union issues and enjoys discussing the Higher Calling credit union passion for working in the international credit union movement.

Bryan ClagettInnovation in Credit Union Marketing Roundtable CEOMarketingBoard of Directors
Bryan Clagett
Matt Davis
Brent Dixon
James Robert Lay

Remember when credit union marketing was easy? Employee break rooms welcomed us with open arms. A brochure and a smile moved mountains. A member was a member for life. Low loan rates, payroll deduction, and free checking accounts were more than enough to distinguish us from the competition. Those days are gone. During this roundtable discussion with some of the leading marketing minds in financial services, you will learn what it takes for marketing success in today's challenging marketplace, how technology simultaneously makes our lives easier and harder, and how to keep up with the frantic pace of changing consumer tastes. More importantly, you will learn how your credit union can stand out in the crowded financial services space so you can enjoy booming (and sustainable) success.

About Bryan Clagett

As chief marketing officer of Geezeo, Bryan Clagett is a principle driver of Geezeo’s marketing, branding and corporate communications efforts. Clagett joins founders Shawn Ward and Peter Glyman in establishing Geezeo as the premier personal financial management provider in the financial services industry. Prior to joining Geezeo, Clagett was the executive vice president of client development at Raoust+Partners. He joined Raoust in 2004 after 8 years with Affinity FCU, where he served as vice president of marketing and E-commerce. Prior to entering the credit union industry, Clagett held management positions with 2 regional commercial banks.

Matt DavisAbout Matt Davis

MATT DAVIS is an advisor specializing in implementation. The Filene Research Institute has partnered with Matt to present, advise, and complete project work with credit unions based on our i3 ideas and innovative processes. Prior to this engagement, Matt was a member of the Filene Research Institute’s inaugural 30 Under 30 group and author of “The Credit Union Warrior” blog. Matt has been at the center of credit union innovation since 2004. Projects such as What are you saving for? and Football Pick’em have earned Matt international recognition, including features in Fast Company, Yahoo! Finance, Bankrate.com, and credit union trade press. He is an accomplished public speaker, frequently presenting to credit union professionals across the country. In February 2009, Matt was named one of the Triad Business Journal’s 40 Business Leaders Under 40 (N.C.). Matt earned a degree in marketing from the College of William & Mary (Williamsburg, VA), and completed Basic Cadet Training at the United States Air Force Academy (Colorado Springs, CO). Matt earned his CUDE designation from the National Credit Union Foundation in 2009.

Brent DixonAbout Brent Dixon

BRENT DIXON is an advisor specializing in young adult issues. The Filene Research Institute has partnered with Brent to present, advise, and complete project work with credit unions based on our young adult research. Brent is a leading thinker, speaker and do’er in the areas of young adult outreach, creative development, and user experience. From concept to implementation, his work in people focused product development gives him a unique perspective to the credit union system. Prior to this engagement, Brent founded The Haberdashery, a creative studio based in Brooklyn, New York with a love for people, design, and the Web. He also spent five years as creative director of Trabian, an Indianapolis-based interactive agency that specializes in credit union Web site development. He was a co-founder of the blog Open Source CU, which many attribute as the birthplace of the credit union social media movement. Brent has been cited in and written for numerous industry publications, and is a contributing author to The Age of Conversation 2. He has worked with the National Credit Union Foundation, CUES, and dozens of credit unions of all shapes and sizes. Brent received his degree in journalism and public relations from Texas A&M University.

James Robert LayAbout James Robert Lay

In 2002, during his sophomore year at San Jacinto College, James Robert founded PTP NEW MEDIA in the bedroom of his parent’s house. He started the company as a way to help pay for school.  This was after trying to make it in a punk rock band singing emo songs about girls.
James Robert has found a home in the credit union movement through helping credit unions grow relationships with members online with interactive web marketing. Always looking to give back to the credit union movement, James Robert was stoked about the opportunity to work with Natasha on CU Grow.

In 2006, James Robert completed his MBA at the University of Houston – Clear Lake and enjoys sharing his passion for web marketing at credit union conferences and chapter meetings. Moving to the other side of the desk, James Robert will begin teaching a marketing class in the fall of 2008 at San Jacinto College.

Courtney MoranIntroducing the NEW NEFE High School Financial Planning Program Materials!CEOMarketingBoard of DirectorsLendingInformation Technology
Courtney Moran

More young people under the age of 25 file for bankruptcy than graduate from college every year and the National Foundation for Credit Counseling saw 69% of respondents hoping to improve their debt and financial situations this year. Consumers are hungry for financial freedom and this is the time for credit unions to jump on the financial education bandwagon.  These are incredible teaching moments that credit unions need to take advantage of. Credit unions have a unique opportunity to bring financial literacy to their members, local schools, and partner with community organizations at a time when financial education is needed at all levels.

This session will showcase updated NEFE HSFPP materials, which have undergone recent extensive updates.  In addition, credit union participants will learn how to:

The session will give attendees the rare opportunity to see the new materials and website. The Texas Credit Union Foundation is a resource for both credit unions and educators in achieving financial freedom, spanning across all ages.

About Courtney Moran

Courtney Moran is currently the Executive Director of the Texas Credit Union Foundation.  She was previously employed by a financial institution in Amarillo where she acted as the Assistant Marketing Director for six years.

Moran is a Credit Union Development Educator, having received her certification in 2009 from the National Credit Union Foundation in Bainbridge Island, Washington.  She also earned her Nonprofit Leadership Certificate from the Center for Nonprofit Management and Southern Methodist University in December 2011.

As part of the Project NEFE financial literacy project, Courtney conducts the NEFE High School Financial Planning Program's "Train the Trainer" sessions throughout the state and oversees the Texas specific program, which includes the Project NEFE Network.  Moran also manages the Foundation's grants and scholarships programs, and encourages and promotes financial education initiatives among credit unions, educators and partner organizations.  She also formerly served as the chair of the Texas Jump$tart Coalition, which was managed by the Foundation for over five years and currently serves as a board member.  Moran also serves on the executive committee of the FDIC’s Alliance for Economic Inclusion and as a board member for the Consumer Credit Counseling Service of Great Dallas.    

Moran has trained approximately 7,000 individuals, which includes over 200 credit unions, 260 various organizations. and an estimated 300 schools on the NEFE High School Financial Planning Program over the past 7 years. 

Courtney was recognized as the National Youth Involvement Board’s “Volunteer of the Year” in August 2006.  This award is given to credit union leaders that recognize and address the need to reach out to young people to ensure a bright future for the movement.  She also received the Chairman’s Award for her work as the Chairman of the Texas Jump$tart Coalition, presented by the Dallas/Fort Worth chapter of the Financial Planning Association in October 2006.  In January 2007, the Texas Credit Union League named Moran the 2006 “Manager of the Year”.

She was instrumental in the passing of three landmark financial education bills signed into law by Governor Rick Perry in June 2005 - HB 492 by Rep. Beverly Woolley (R-Houston), HB 900 by Rep. Norma Chavez (D-El Paso), and SB 851 by Senator Elliott Shapleigh (D-El Paso) and continues to stay abreast of current legislative issues pertaining to financial education

With Courtney’s leadership, The Texas Jump$tart Coalition and the Texas Credit Union Foundation, along with several other partners, have been working with state agencies and local schools to help put these important pieces of legislation into action.

Tom HaiderLegislative Update CEOBoard of Directors
Tom Haider

Even though the Texas legislature is not in session this year, there’s still plenty of advocacy work going on.  Tom will provide an update on state and federal legislative/regulatory issues affecting credit unions.  During his presentation, Tom welcomes input from credit unions on their concerns in this area, as well as changes to laws/regulations they feel would be beneficial.  Unlike political candidates, however, Tom does not make any promises that the changes requested will ever occur.

About Tom Haider

Tom Haider currently serves as the Executive Vice President of Advocacy for the Texas Credit Union League.  Prior to joining TCUL’s executive team, he acquired more than 25 years of advocacy experience in the financial services industry.  A graduate of the University of Minnesota with BA degrees in Economics and Political Science, and a law degree, he worked for the Minnesota Credit Union League as the League’s first in-house attorney. In that role he provided legal and regulatory compliance advice to member credit unions and ran the League’s government relations program.  After seven years with the League, Tom joined MoneyGram International, Inc., rising to the position of Senior Vice President of Government Affairs and Chief Compliance Officer. 

Tom has extensive experience working on state, federal, and international public policy issues.  He has lobbied successfully for the passage of legislation in multiple states, including Texas, as well as the U.S. Congress and the European Union’s Parliament. He has in-depth knowledge of the many issues affecting credit unions today.

Tom has been a frequent speaker at conferences sponsored by credit unions, bankers, bar associations, regulators and law enforcement agencies, including Scotland Yard’s anti-terrorism unit.   He has been married to his wife, Teresa for 26 years and has two grown children.

Brett ChristensenMarketing + Sales Ability = Loan Growth CEOMarketingLending
Brett Christensen

Yes, you can grow loans in a difficult economic environment if you are willing to combine a marketing effort with an internal sales culture.  In this session, Brett will tell you what changes you need to make to your internal lending operation to ensure that you capitalize on the dollars you spend to market and advertise.

About Brett Christensen

Brett is the owner of CU Lending Advice, LLC. As such, he works directly with credit unions in the U.S and Canada teaching and consulting on various lending topics to professionals that work in the credit union industry. His personal and entertaining speaking style have also made him a popular and sought out speaker in the credit union industry.

Prior to forming his own company, Brett worked for four years as a lending consultant and trainer for Lending Solutions Consulting, Inc. of Elgin, IL. Prior to his job at Lending Solutions, Brett was the Chief Sales Officer of APPRO Systems, Inc. which purchased the Loan Link Lending Center which Brett managed as the President for three years.

Prior to his work at Loan Link, Brett was the Vice President of Lending & Sales at the $640 million Clark County Credit Union (CCCU) in Las Vegas, Nevada. He also worked for five years as a civil engineering officer in the United States Air Force.

He has earned a Bachelor’s of Science degree in Civil Engineering from the United States Air Force Academy in 1987, and a Master’s of Business Administration degree from the University of Phoenix in 1991.

Mark NelsonMaximizing Mobile Lending Trends
Mark Nelson

Recent research reports that today 44% of US consumers carry smartphones and that ownership is highest among 25-34 year olds (64%) and 18-24 year olds (53%). How do you meet your members changing channel preference through your credit unions consumer lending program? In this session we’ll review the demographic and technology trends and help you learn how you can maximize mobile lending for your credit union.

About Mark Nelson

Mark Nelson is a LOANLINER sales specialist for CUNA Mutual Group in Madison, Wisconsin.  In this role he is responsible for all sales-related activities of CUNA Mutual Group’s LOANLINER document solutions and for providing compliance support and service. He works with credit unions throughout the western and central U.S.

Nelson joined CUNA Mutual Group in July 1998 as a business consultant, where he provided lending and technology support to credit unions in the upper Midwest.

Prior to joining CUNA Mutual Group, Nelson was the IT manager for U.S. Federal Credit Union in Minneapolis, Minn. Nelson also worked for ten years at a credit union data processing provider in the areas of management, research and development, and customer support.

Aaron SmithMobile Technology and the Future of MoneyCEOMarketingBoard of DirectorsLendingInformation Technology
Aaron Smith

My presentation will consist of two main components. 1) Trends in technology use and adoption based on national survey data, with a focus on mobile technologies and their impact on consumer behaviors and attitudes. 2) "Expert predictions" on the future of money, based on a survey of more than 1,000 emerging technology experts, scholars, researchers and practitioners.

Mobile connectivity is an increasingly mainstream activity, and many new initiatives around mobile payments have just come online or or will be launching soon.

While my group does not make policy suggestions or promote particular technologies, I hope to provide your attendees with a broader understanding of the current state of play with mobile technologies; how those technologies are changing the consumer landscape now; and use our experts data to illustrate how that landscape might be impacted in the future when it comes to the way consumers use and spend money.

My session will have three general themes:

The Mobile Revolution

  • What do we mean by mobile connectivity?
  • How prevalent is it?
  • What are the primary mobile technologies?
  • Who owns these devices, and how has this changed over time?

How Mobility Changes Consumer Behavior

  • How mobility changes behavior
  • How mobility changes attitudes
  • Trends in key activities that are of focus on areas of interest to this group--mobile banking, mobile shopping, real-time reviews and price checks, etc

Experts Data

  • What will money look like in the year 2020?
  • Will there, or will there not, be a major conversion to "all-digital-all-the-time" payments and money?
  • If so, why?
  • If not, what are the barriers envisioned to wider adoption?

About Aaron Smith

Aaron’s primary areas of research with the Project include the role of the internet in the political process, technology in civic life and online engagement with government. He has also authored research on mobile internet usage, the role of the internet in family life and demographic trends in technology adoption.

Aaron has been with the Project since the spring of 2007. He holds a Masters degree in Public Affairs and an undergraduate degree from the Plan II Honors Program, both from the University of Texas at Austin.

Debbie Rightmire Organizing Your Credit Union's ALM Process CEOBoard of Directors
Deborah Rightmire

With ALM issues at the top of the list for examiner concerns, it is essential to have an ALM process in place.  Debbie Rightmire will help CU staff and board to further refine their current ALM procedures to satisfy regulatory requirements that will aid in insuring financial soundness at your credit union.  This session uses a checklist to help credit unions develop or refine the procedures needed to design and implement an ALM process.  Participants will gain user friendly tips and insight to help in setting reasonable objectives when monitoring their CU’s financial institution.  Additional take-aways will include: 

About Deborah Rightmire

 Deborah L. Rightmire is Vice President of Asset/Liability Management for the Texas Credit Union League, overseeing the operations of TCUL ALM Resources. She provides semi-annual ALM analysis and consulting services for credit unions across the U.S. representing over 90 billion in combined assets.  She speaks for CUNA and Leagues across the nation.  Debbie conducts presentations emphasizing ratio analysis, policy formulation, economic trends, liquidity analysis, and investment due diligence.

As a senior faculty member of Southwest CUNA Management School, Debbie instructs, assists with curriculum development, and evaluates the Financial Management Key Result Area of student’s three-year strategic business plan.

Audiences benefit from Debbie’s prior experience as a credit union representative for the Texas Credit Union League, service on the Board of Directors and Asset/Liability Management Committee (ALCO) of Metroplex Credit Union in Dallas and her 30 years in the financial service industry.

Debbie joined the Texas Credit Union League in 1979 and is a graduate of the University of Alaska.

Josh AllisonPurposeful Partnerships: A Blueprint for Message and Change in Your Business & Youth Outreach CEOMarketingBoard of DirectorsLending
Josh Allison

By changing our business development and youth education message and method, we can shy away from the vendor stigma and move quickly to that of a cherished community partner. Business development is more than donuts and handshakes and youth education is more than classroom presentations. By using financial literacy as our conversation catalyst, you will become the solution for a problem that is permeating our schools, our businesses and our families – financial stress.

About Josh Allison

Fighting hard for our movement within the credit union trenches, Josh Allison is the Relationship Development Manager for Horizon Credit Union and manages all youth and community business partnerships for the cooperative.

From classroom to conference, Josh is a passionate public speaker and who has been invited to present on a number of topics relating to youth outreach, relationship management and cu philosophy. He has played an instrumental role in the evolution of Horizon’s business development
department—changing both the message and method to involve a branch-driven strategy. 

Mr. Allison has assisted his credit union in being recognized for a number of awards including the 2011 Bizkids Champion, the WCUL Desjardin Award (2010), an Honorable Mention for the national Desjardin (2010),  the CUNA Fuse “How Do You Fuse” contest, the WCUL Dora Maxwell Social Responsibility Award (2009), the CVSD Meritorious Service Award (2009) and the Junior Achievement  Volunteer of the Year Award (2008). He has also been cited in the Credit Union Times for his youth financial literacy and business development efforts.

Josh AllisonSEG Inreach: Creating Internal Advocates Within Your SEG and Business Partners CEOMarketingLending
Josh Allison

We have our SEG list but when was the last time we called them? What do we say? Where do we start? In this session, Josh shares his story of starting from scratch and rebuilding a community partner program into a vibrant outreach vehicle.  In this session, you will learn the strategies needed to develop mutually beneficial relationships with new and existing SEGs using Dunay’s four C’s of business development: content, connection, communication and conversion.

About Josh Allison

Fighting hard for our movement within the credit union trenches, Josh Allison is the Relationship Development Manager for Horizon Credit Union and manages all youth and community business partnerships for the cooperative.

From classroom to conference, Josh is a passionate public speaker and who has been invited to present on a number of topics relating to youth outreach, relationship management and cu philosophy. He has played an instrumental role in the evolution of Horizon’s business development
department—changing both the message and method to involve a branch-driven strategy.

Mr. Allison has assisted his credit union in being recognized for a number of awards including the 2011 Bizkids Champion, the WCUL Desjardin Award (2010), an Honorable Mention for the national Desjardin (2010),  the CUNA Fuse “How Do You Fuse” contest, the WCUL Dora Maxwell Social Responsibility Award (2009), the CVSD Meritorious Service Award (2009) and the Junior Achievement  Volunteer of the Year Award (2008). He has also been cited in the Credit Union Times for his youth financial literacy and business development efforts.

Matt DavisSocial Media, Credit Unions, and the Emergence of Digital CultureCEOMarketingBoard of Directors
Matt Davis
Brent Dixon

As the line between our real lives and our virtual lives grays, so too has our understanding of the digital culture that is thus being created. In this session the Filene Research Institute's Matt Davis and Brent Dixon explore the evolving definition of connection, what's in a meme, how viral becomes viral, and why credit unions should care. You've learned what social media is, now learn what makes it tick and how your credit union can be successful with it.

About Matt Davis

MATT DAVIS is an advisor specializing in implementation. The Filene Research Institute has partnered with Matt to present, advise, and complete project work with credit unions based on our i3 ideas and innovative processes. Prior to this engagement, Matt was a member of the Filene Research Institute’s inaugural 30 Under 30 group and author of “The Credit Union Warrior” blog. Matt has been at the center of credit union innovation since 2004. Projects such as What are you saving for? and Football Pick’em have earned Matt international recognition, including features in Fast Company, Yahoo! Finance, Bankrate.com, and credit union trade press. He is an accomplished public speaker, frequently presenting to credit union professionals across the country. In February 2009, Matt was named one of the Triad Business Journal’s 40 Business Leaders Under 40 (N.C.). Matt earned a degree in marketing from the College of William & Mary (Williamsburg, VA), and completed Basic Cadet Training at the United States Air Force Academy (Colorado Springs, CO). Matt earned his CUDE designation from the National Credit Union Foundation in 2009.

Brent DixonAbout Brent Dixon

BRENT DIXON is an advisor specializing in young adult issues. The Filene Research Institute has partnered with Brent to present, advise, and complete project work with credit unions based on our young adult research. Brent is a leading thinker, speaker and do’er in the areas of young adult outreach, creative development, and user experience. From concept to implementation, his work in people focused product development gives him a unique perspective to the credit union system. Prior to this engagement, Brent founded The Haberdashery, a creative studio based in Brooklyn, New York with a love for people, design, and the Web. He also spent five years as creative director of Trabian, an Indianapolis-based interactive agency that specializes in credit union Web site development. He was a co-founder of the blog Open Source CU, which many attribute as the birthplace of the credit union social media movement. Brent has been cited in and written for numerous industry publications, and is a contributing author to The Age of Conversation 2. He has worked with the National Credit Union Foundation, CUES, and dozens of credit unions of all shapes and sizes. Brent received his degree in journalism and public relations from Texas A&M University.

Matt MongeTeam Building is Messy CEOMarketingBoard of DirectorsLendingInformation TechnologyHuman Resources
Matt Monge

Many fall into the trap of thinking that productivity and conflict are mutually exclusive, and that teambuilding is just some simple, neat thing people talk about from time to time. Nothing could be further from the truth. In fact, healthy trust and conflict are at the core of all healthy teams. It’ll get messy, but that’s a good thing.

About Matt Monge

Matt is the Vice President of People and Development for Fort Campbell Federal Credit Union, where his team creates and implements organizational development and culture initiatives for the credit union’s nine locations. He has been recognized as one of Credit Union Times’ “Trailblazers 40 Below,” and has been published in the Times. He has also spoken at CUNA’s national training and development conference, Experience Learning Live, in addition to other events. He has contributed articles on organizational culture, employee engagement, and development to Training magazine as well; where two of his articles rank among the top ten most read articles on Training‘s website. Previous to his time in the credit union world, he helped develop and implement a global leadership development program that was awarded Training magazine’s Top 125 Award. He is earning his Master’s in Organizational Leadership from Gonzaga University.

Delania TrulyThe Leadership Challenge: Align Your Values for Success! CEOHuman Resources
Delania Truly

Every leader today has to create a common vision for their teams, and it all begins with the alignment of personal and team values.  This session will focus on how the greatest leaders focus on the basics to build the future.  We will share and discuss how a value system aligned with action helps you build success.  Leaders at all levels will benefit from the this workshop challenge (and help us all remember why we became leaders)!

About Delania Truly

DeLania Truly began her credit union journey in 1976, and now has almost 30 years of experience in sales, management and marketing within the financial services industry. Her background includes management, sales, advertising, marketing, strategic planning, human resources, and investment services. She has helped credit unions learn more about strategic management, marketing through multiple distribution channels, and establishing the right “experience” for members.  With a bottom-line focus, she works in partnership with credit unions to plan, develop and implement key programs for credit union success. She is also skilled at facilitating strategic management sessions for long-term planning and market development.

Currently as leader of the Southwest Marketing Division, DeLania is responsible for leading the division as it establishes, implements and monitors its plans to meet corporate sales and marketing objectives. She also oversees efforts to maintain and enhance long-term marketplace relationships for CUNA Mutual Group.

DeLania has been a featured speaker and workshop facilitator at national and league credit union conferences, and has published many articles in industry publications. She is also on the faculty of the Southwest CUNA Management School.

DeLania has earned a Masters of Business Administration, and a Bachelor degree in Journalism/Communications. She is also a Certified Financial Marketing Professional (CFMP) from the Institute of Certified Bankers, a registered representative, and a graduate of the CUES Executive Marketing Institute.

DeLania is located in Dallas, Texas, and can be reached at 1-800-333-2644, ext. 8582. Her e-mail address is delania.truly@cunamutual.com.

Tina HallThe Ripple Effect: How to Engage Transcendent Leadership CEOBoard of DirectorsHuman Resources
Tina Hall

The new normal in the credit union industry is all about doing more with less.  The kind of leadership that is needed now, more than ever, requires a different approach to effectiveness.  This session is designed to introduce participants to a leadership model that incorporates work/life transcendence.  This presentation draws on leading theoretical and experimental research on extraordinary performance.  The presenter is a co-author of several works on extraordinary performance that will be presented in academic conferences in Cambridge, Barcelona, and Chicago this year.  Participants will gain insight from this emerging body of work to better understand how elements of extraordinary performance converge to create world-class leaders. 

About Tina Hall

Tina K. Hall, Chief Catalyst of Kirsi Consultancy, has been an advocate for the credit union movement for 15 years. Previously, she was the Vice President of Human Resources at a $400M credit union in Seattle.  During her tenure, her organization won over 30 best places to work awards and was listed as one of the top 100 training organizations in the nation for five consecutive years.

Tina now works with credit unions to build culture through accountability, fierce conversations, and excessive use of the word “awesome”.  She is a Credit Union Development Educator (CUDE), a Philippine DE (PhDE) and an International DE (ICUDE). She is one of 13 Americans to win the WOCCU Young Credit Union Professional award, a high honors graduate of Western CUNA Management School, the winner of the CUES Next Top Credit Union Executive competition, and recently was named by Training Magazine as one of the top 10 trainers under 40.  She has been a speaker at local, national, and international credit union events.

In her spare time, she is getting her MBA and Law degrees at Seattle University and volunteers to teach a credit union program in the Philippines.

Brett ChristensenThe Ten Factors that will Determine Lending Success CEOMarketingBoard of DirectorsLending
Brett Christensen

It is easy in this difficult lending environment to blame external forces for your credit union’s lack of sustainable loan growth.  But those credit unions having success today in lending realize that they determine their own success.  In this session, Brett will hold up the mirror and show you that your ability to be a great lender is determined by ten internal factors that you control.

About Brett Christensen

Brett is the owner of CU Lending Advice, LLC. As such, he works directly with credit unions in the U.S and Canada teaching and consulting on various lending topics to professionals that work in the credit union industry. His personal and entertaining speaking style have also made him a popular and sought out speaker in the credit union industry.

Prior to forming his own company, Brett worked for four years as a lending consultant and trainer for Lending Solutions Consulting, Inc. of Elgin, IL. Prior to his job at Lending Solutions, Brett was the Chief Sales Officer of APPRO Systems, Inc. which purchased the Loan Link Lending Center which Brett managed as the President for three years.

Prior to his work at Loan Link, Brett was the Vice President of Lending & Sales at the $640 million Clark County Credit Union (CCCU) in Las Vegas, Nevada. He also worked for five years as a civil engineering officer in the United States Air Force.

He has earned a Bachelor’s of Science degree in Civil Engineering from the United States Air Force Academy in 1987, and a Master’s of Business Administration degree from the University of Phoenix in 1991.

John VardallasWhat Makes for Great - Not Just Good Directors Board of Directors
John Vardallas

This program will explore the DNA characteristics, styles and methods of effective Directors that will be needed for successful future elected Board leadership. The “Magnificent 7” top key leadership traits of successful volunteer leaders that make for high performing Credit Union Boards will be highlighted and discussed during this interactive session.

About John Vardallas

John A. Vardallas is an International Credit Union Business Consultant and Founder/CEO of  TheAmericanBoomeR. His personal mission centers on helping develop future leaders who can keep our credit unions not only surviving, but thriving! He strives to help professionals become more effective, reaching their full potential through:

With a reputation for challenging those he works with to expand their strategic thinking, he helps leaders synthesize trends into strategic organizational direction. His goal as Chief Evaluator/Senior Faculty Strategist is to enhance and add value to the school while facilitating the success of SCMS Students.

John was formerly the director of new business and market development and director of national training programs for Credit Union National Association (CUNA), where he was responsible for directing and coordinating the executive development programs including the Certified Credit Union Executive (CCUE) and national executive development training schools, conferences, institutes and conventions for CUNA. He has also been a program consultant and speaker for the Filene Research Institute,  the World Council of Credit Unions, Inc., and to international credit union organizations in Australia, Canada, Europe, Central America, Africa and the Caribbean.

John earned BA Degree in Education and Political Science from the University of Alabama. He received the American Society of Association Executives Certified Association Executive (CAE) designation in 1989. He is a member of ASAE, the World Future Society, and the National Speakers Association-WI Chapter. He is also a member of the Filene Research Institute and is a Credit Union Development Educator (CUDE). John has served on the UWCU Marketing and Member Relations Committee.

His passion for the credit union movement began when he was deeply touched and influenced by the people helping people philosophy while still in college.

He welcomes feedback, suggestions and ideas regarding credit union issues and enjoys discussing the Higher Calling credit union passion for working in the international credit union movement.

Terry McCormickWho's In Charge? Who's Responsible? Board of Directors
Terry McCormick

So you have just been elected or appointed to the Board and you are wondering “what do I do now”?  Perhaps you question whether your years as a loyal member qualify you to help navigate the business direction of your credit union?  Additionally, you have concerns regarding your fiduciary responsibilities as it relates to both yourself and your credit union.  In this session, Terry McCormick will discuss these very concerns along with a host of other board related issues to include: 

About Terry McCormick

Terry McCormick started in the credit union business in 1978 working as a representative for CUNA Mutual Insurance Company.  He made the transition to managing credit unions in 1982 starting with Borger 66 FCU.  In 1985 Terry accepted the position of President/CEO with Texas Plains Federal Credit Union, a position which he still holds today.  Throughout his career Terry has served on numerous boards and committees both at the local and state level. He has held many positions on the Texas Credit Union League including Chairman from 2000-2001.  A 1986 graduate of Southwest CUNA Management School, Terry was awarded Alumni of the Year in 2003.  Since that time he has attended numerous schools and training courses and continues to stay up to date with the ever changing regulations and trends in the Credit Union movement.