Speaker info here
Principal & Registered Investment Advisor
Chris Abely is a Chartered Financial Analyst (CFA). He began his career in New York as a Capital Markets Analyst before becoming a Vice President of Commercial Banking. He later acquired and established a financial services firm for individuals and corporations. He sold the businesses in 2001 to The CUNA Mutual Group, where he became a Senior Vice President working in both insurance and investments. He has a Bachelor of Science degree in Finance and Economics from the University of New Haven. Chris founded CTMA Wealth Management in 2010, naming it to honor his children Tyler and Mackenzie.
Vice President of Sales
CTMA Wealth Management
Scott has more than 30 years of experience in the credit union industry. He worked in marketing, business development and sales roles at CUNA Mutual, expanding the firm’s long-term care and executive benefits product lines. Scott took over as VP of Sales for CTMA Wealth Management in May of 2018 where he is focusing on the design, implementation, financing and ongoing administrative support of Qualified and Non-Qualified plans tailored to credit unions. He is well known on the credit union speaking circuit and as an author, sharing his expertise in compensation planning and funding strategies. He holds numerous insurance and securities licenses.
New England Regional Director
Chris Bacho is currently the CU Direct New England Regional Director. He and his team are responsible for managing relationships with 74 Credit Unions and 1,400 dealership partners. Prior to joining CU Direct Chris spent 30 years in the indirect auto finance industry, with a significant amount of time in commercial and consumer lending and management roles with Ford Motor Credit Company in markets including Connecticut, Pennsylvania, Indiana, Virginia, Massachusetts and Michigan.
Vice President of Sales and Account Management
Don spent 17 years in the car business holding positions such as New Car Sales Manager, F&I Producer, Manager, and Director. After leaving the car business he became a successful commercial insurance sales manager, wherein most of his clients at that time were car dealerships and motor cycles dealerships. Taking a short break from his business career Don became a police officer in Northern Indiana for a few years, during which time he went to graduate school earning a Master’s of Science in Leadership at Trine University, he studied Leadership and International Business, his thesis focused on organizational change and personnel development.
Don has been with CRIF Lending Solutions for 4 years. He began his career as a dealer rep in northern Indiana was promoted to Account Manager, again promoted to Business Development Manager, and most recently was promoted to Vice President of Sales and Account Management. Don lives near Atlanta with his wife of 22 years and has 4 daughters.
Senior Vice President, Payments Innovation
Joe Casali is a Senior Vice President-Payments Innovation at NEACH, a Regional Payments Association serving over 500 members located near Boston, Massachusetts. Over his 29 years with NEACH, he has managed various parts of the Association including IT, Operations, Education and Industry Relations.
Over the past several years, Mr. Casali has been actively involved with NACHA, ECCHO, the Business Payments Coalition, the Payments Alliance-Emerging Payments Steering Committee, and the Federal Reserve’s Faster Payments Task Force. In his work with the Task Force, he focused on moving payments faster in the U.S.
Mr. Casali is currently focused on Innovation in Payments, seeking to understand how payments and technology intersect and its effect on the payments ecosystem. He has payments certifications in ACH and Check and he received his Bachelor in Business Administration from the University of Massachusetts – Amherst and his Master’s in Business Administration from Boston College.
Director of Account Development
CU Certified Auto
Kenneth Clark is CU Certified’s Director of Account Development. Ken began his career in the Credit Union Movement in 2007 as a teller at his hometown Credit Union. Over the next decade, he worked in many facets of the Credit Union, most notably as a lender and underwriter. Having been successful in protecting so many of his members with products such as the CU Certified VSC he is able to fully relate to the struggles a loan officer faces when working with members. Ken worked with previous providers and directed the ancillary product income streams at his Credit Union. He has seen firsthand the power of transparency and the bottom line benefit of asking the hard questions of the CU’s ancillary product providers. Ken has a unique approach and offers acute insight for Loan Officers through his training techniques. Ken is an articulate communicator and clearly conveys how to offer member protection products in a member-centric manner.
Buzz Points, Inc.
Stuart is the CTO of Buzz Points, Inc. where he is responsible for the platform that has created a new generation of loyalty rewards focused on connecting local merchants, community financial institutions and consumers. The Buzz Points platform incentivizes cardholders to shop locally, creates additional revenue for financial institutions, and provides a turnkey marketing solution for local businesses. Previously Stuart was EVP, Global Head of Product of Monitise, a mobile banking, payments and commerce company. He was responsible for Product from early start up with 30 employees and grew to over 1,500 people. Stuart drove the product roadmap and major partnerships that enabled 2,500% revenue growth over five years. These contributions helped Monitise to be ranked 4 years running as one of Britain's 50 fastest-growing tech companies in Deloitte Technology Fast 50 from 2011 to 2014.
Mike Crofts helps credit unions and community banks build vendor management programs that reduce expenses, improve vendor performance, and manage risk. Mr. Crofts is a graduate of the University of Idaho (B.A. 1977) and Gonzaga University School of Law (J. D. 1980) and has worked in private practice and as corporate attorney for ISC-Bunker Ramo Corporation (Olivetti USA), Marketing Profiles, Inc., the John H. Harland Company, and The Sedona Corporation. Mr. Crofts has practiced law for 38 years and negotiated hundreds of contracts for banking related products and services.
Mr. Crofts has spoken at national and international conferences and authored articles on negotiation techniques, technology contracts, contractual risk management, contract management, and vendor management and has been recognized as a “Top Rated Speaker” on several occasions. Mr. Crofts is a member of the Washington State Bar Association, the Florida Bar Association and Rotary International. Mr. Crofts founded Maple Street, Inc., in 2003, a company that provides the Vendor Advantage System® to over 160 financial institutions to better manage their contracts and contract relationships, reduce costs, improve vendor performance, and meet regulatory requirements.
Assistant Vice President of Marketing and Public Relations
Vertifi Software, LLC
Robin DeBlosi is the Assistant Vice President of Marketing and Public Relations for Vertifi Software, LLC, a wholly-owned subsidiary of Eastern Corporate Federal Credit Union. New to the credit union industry, Robin is an accomplished marketing professional with over ten years’ experience in value-driven marketing, brand management, and the development of audience engagement strategies for museums and cultural non-profits, including Old South Meeting House on Boston’s Freedom Trail and Washington National Cathedral in Washington, D.C. She holds a B.A. in Anthropology from Tufts University and a M.A. in Anthropology with Museum Training from the George Washington University. The analytical and observational skills that once served her in the field now afford her unique insight into credit union “culture.”
Koker, Nelson and Gregoire
John Gregoire is a partner in Koker, Nelson and Gregoire, a consulting firm dedicated to executive compensation, succession planning and performance management in credit unions.
With more than forty years of experience in the financial services industry and having held senior management positions in state and national trade associations and credit unions, his is a broad-based perspective reaching for board governance, team leadership, CEO appraisal, score carding, succession planning, mergers and the alignment between executive compensation and organizational strategy.
John also founded the ProCon Group, Ltd., now in its twentieth year of serving a client base corporation over forty percent of credit unions with a billion dollars or more in assets.
A founding member of the Filene Research Institute, he was instrumental in the development and publishing of the report on Board Responsibilities and Work Styles in Effective Credit Unions. He has authored a variety of articles on strategy, the balanced scorecard and governance.
John earned his master's degree in management from the Claremont Graduate School - Peter B. Drucker School of Management Program, working directly with Drucker on topics of executive management. He is a former board member of the National Credit Union Foundation.
Darling Consulting Group
Mark is a Managing Director at Darling Consulting Group. In this role, Mark works directly with financial institutions to strengthen their asset liability management process. He provides support to clients in the areas of liquidity risk management, capital, ALM modeling and reporting and regulatory compliance.
He is a top-rated speaker and frequent author on numerous balance sheet management topics and conducts customized executive and board-level workshops to improve financial institutions’ performance through a more focused ALCO process.
Mark has been with DCG since 1997 and oversaw the operations of the company’s Financial Analytics Group for many years. He has over 20 years of experience in the banking industry in the areas of asset liability management and bank auditing.
Mark lives on the North Shore of Boston with his wife and two children. He is a graduate of St. Michael’s College in Vermont with a degree in accounting.
District Director Rhode Island
Small Business Administration
Mark S. Hayward was appointed District Director of the Rhode Island District Office in March 2000. He joined the Rhode Island District Office as Deputy Director in 1991 and served as the Acting District Director from 1996 until his appointment as District Director. Hayward has served on several occasions as acting regional administrator for New England. More specifically he served as Acting RA from June 2007 through October 2007, August 2004 through April 2005 and January 2001 through February 2002.
He served simultaneously as acting director of the Massachusetts District Office from February 2004 through April 2005. Mark supervises a staff of 4 professional employees, and is responsible for the management and delivery of the SBA’s financial and technical assistance programs for the state of Rhode Island. He has served as a member of the SBA Administrator’s Field Advisory Council from 2001 through 2008. During that period he also served six months as the District Director in Residence in the office of the Administrator.
In February of 2017, Hayward was appointed Senior Advisor to the 25th Administrator of the SBA, Linda McMahon. Upon his return from assignment Hayward was appointed acting Regional Administrator for Region I as well as Rhode Island District Director. In May of 2017 Hayward was also temporarily appointed as the acting Regional Administrator for Region IV, serving Alabama, Florida, Georgia, Kentucky, Mississippi, North Carolina, South Carolina, and Tennessee.
Hayward has initiated and developed outreach programs to enhance the Emerging Markets initiatives, including the Rhode Island Salute to Small Business Week celebration. Mark has 35 years of federal service. Prior to his assignment with the Rhode Island District Office, he was the SBA’s Acting Chief Counsel for Advocacy in Washington, D.C. from February 1990 until November 1991.
From 1981-1983 Hayward was the Deputy Director of Intergovernmental Affairs at the Environmental Protection Agency. He also served from 1983-1989 as the Deputy Assistant Secretary for Territorial and International Affairs at the U.S. Department of Interior.
Mark is a native of East Providence, Rhode Island, where he served on the city council and was mayor from 1976 to 1982. Hayward holds a Bachelor of Arts degree in American History with a minor in European History from Providence College. He also attended the Foundation for Economic Education in Irvington-on-the-Hudson, New York.
Darling Consulting Group
Joe is a Managing Director at Darling Consulting Group, working directly with financial institution executives to improve the effectiveness of their asset liability management (ALM) process. In this capacity, he provides tailored solutions for managing interest rate risk, liquidity risk and capital. Joe is also expert in the overall balance sheet management process, including risk model design and implementation, regulatory compliance and executive-level education. He is a frequent speaker and author on a variety of ALM topics.
Joe has been with DCG since 2005, where he began his career as a financial analyst and worked as product manager for DCG’s contingency liquidity model, Liquidity360°. He lives in Portsmouth, NH where he is an active member with the Big Brothers Big Sisters program. Joe is a graduate of University of New Hampshire with a degree in finance.
Executive Vice President-Compliance
J.M. Floyd and Associates
Cheryl has more than 30 years of experience in information technology and financial operations, as well as consulting, communications, training and project management. She serves as JMFA’s principal compliance liaison for regulatory requirements of overdraft services, including consumer protection issues, and strategies that enhance safety and soundness.
Manager, Founding Partner
The Long Group
Tom Long is the founding manager of The Long Group and has over 30 years of experience building benchmarks for performance and providing strategic insights, analytics and guidance assisting the financial sector in controlling costs and driving revenue. Tom has been a guest lecturer at the Boston College Carroll School of Management MBA program, a keynote speaker for the American Marketing Association and a presenter for the numerous banking associations.
Vice President, Business Development
CU Recovery & The Loan Service Group, a PSCU Company
Bryan Moffitt manages the Business Development department for CU Recovery and The Loan Service Center and has been with the company since 2003. The Business Development department is responsible for developing new business from Credit Unions with the focus on opening new markets as well as working within established markets. He also provides management assistance and relationship expertise to the Client Service department which is responsible for maintaining existing Credit Union relationships. Over the past 15 years, Bryan has visited thousands of Credit Unions to gain valuable knowledge and experience within the collection industry. CU Recovery has worked with over 2,700 Credit Unions nationwide since 1990. Bryan is passionate about building relationships with clients and has a genuine interest in helping Credit Unions manage delinquency and maximize the recovery of charged off accounts. Spending time with his family and running are his favorite things to do. Bryan and his wife of 19 years, Shayla, live in Kansas City, Missouri with their two children, Addyson (10) and Cayson (6). He has run 46 marathons in 45 different states with a goal of running a marathon in each state plus Washington, D.C.
Small Business Administration Massachusetts
Robert H. Nelson was appointed district director of SBA’s Massachusetts District Office on November 26, 2007.
The district office is located in Boston with a branch office in Springfield, Massachusetts.
As district director, Mr. Nelson is responsible for the effective delivery of SBA’s financial and business development programs with a mission to counsel, assist and protect the interest of small business statewide in order to maintain and strengthen the economy. Nelson has 25 years of federal service.
Nelson and the Massachusetts District Office staff work to help entrepreneurs to start, grow and build their businesses through access to capital, government contracting and technical assistance.
On the financial side, Mr. Nelson is responsible for increasing delivery of the popular 7(a) and 504 loan programs which help small businesses obtain debt capital. During his tenure as district director, Massachusetts has seen tremendous increases in the use of SBA loan programs statewide. Massachusetts consistently ranks as one of the most productive district offices in terms of access to capital for small businesses.
Nelson is also responsible for SBA oversight of the Massachusetts Small Business Development Center’s (MSBDC) statewide network, the six Massachusetts chapters of SCORE: Counselors to America’s Small Business and the Massachusetts Women’s Business Center – the Center for Women & Enterprise.
Before joining the SBA, Bob spent a number of years with the Federal Deposit Insurance Corporation (FDIC). He also has a number of years of banking experience having been a commercial lender for several New England area banks. He was a Vice President at Shawmut Bank, R.I.
In 2011, Mr. Nelson successfully completed the Excellence in Government Fellows program offered through the Partnership for Public Service. During his SBA career, he has also served in the following capacities: Acting Deputy Associate Administrator of Capital Access – Washington, DC; Acting New England Regional Administrator; Boston, MA and Acting District Director – Lubbock, TX and Hartford, CT. Mr. Nelson holds a BA degree in Economics from Hobart College in Geneva, New York.
Chiderah joined Venly in 2013 after serving in account management roles for Rockwell Automation, the world’s largest industrial automation company. Her experience with advanced factory automation systems drives Venly’s process for developing cost-effective, flexible, and scalable upskilling tools. As a prerequisite, Chiderah ensures that these tools meet the evolving needs of millions of local businesses and fit within their severe constraints on time and budget. Chiderah has a passion for local business rooted in her own family’s local carpet business. She joined Venly to use social media for grassroots social change by offering local businesses systems and support that until now were only available to multinationals. Chiderah is the President of the National Society of Black Engineers Boston Chapter and hosted 11,000 members at their national conference in Boston. She holds a BS in Biomedical Engineering from Case Western Reserve University.
National Account Director
Matt Rhodes is a National Sales Director at LSC, the cooperative service arm of the Illinois Credit Union League. He has over 15 years of experience in the financial services industry, working exclusively with credit unions since 2012. He is a passionate advocate for financial education and products and services that enrich members’ lives.
LSC® is a credit union service organization offering a wide array of products and services and is dedicated to helping credit unions compete. Its experience and expertise in all areas from card programs and customer service to education has made LSC a key support provider in the credit union movement. Its products include credit, debit, pre-paid debit, portfolio development assistance and ATM services.
Chief Executive Officer
Dan Roderick has more than 30 years of banking experience, both on the inside as a banking executive and from the outside, as a consultant. Prior to joining Strunk, Dan was a senior executive with the U.S. Banking Alliance and Jack Henry & Associates Inc. Previously in his career Dan held management positions with GMAC Bank, now Ally Bank, Equifax, Prudential Bank and Mellon Bank. Over his career, Dan has helped hundreds of financial institutions improve profitability and implement more disciplined and effective product strategies. He has considerable experience building profitable financial services businesses, developing rational product pricing practices, and implementing product re-pricing and profit improvement initiatives.
Dan received his BSBA in Finance from The Ohio State University and an MBA in Finance from the Weatherhead School of Management at Case Western Reserve University.
Executive Vice President
Silver Cloud, Inc.
Al Rosenbaum is the Executive Vice President of Customer Success at SilverCloud, Inc., where he brings more than 25 years of customer success, sales, and marketing experience. He graduated from the University of Massachusetts, Amherst with a B.A. in Consumer Behavior and received his Master of Business Administration from Bentley College. Rosenbaum specializes in increasing revenue and deposits, improving customer experience & engagement, and improving call center efficiency and cost control.
Ted helped launch the firm as a spin-off from Benchmarking Partners which he had founded in 1994. At Benchmarking, he co-led development of Walmart's first Internet-based collaboration system from customers back to suppliers. He subsequently co-led the roll-out of an open source version of Walmart's "Collaborative Planning, Forecasting, and Replenishment" (CPFR) software as a standard among retailers globally. He served as founding CEO of Syncra Software which spun-off from the CPFR system and today serves as a core of Oracle Corp.'s retail collaboration suite. Ted went on to develop and teach courses on network collaboration at MIT, Wharton, and the University of Chicago School of Business. Ted’s interests stem from growing up in West Virginia where his grandparents helped lead the local Chamber of Commerce. He holds a BA in Economics from Haverford College and spent two years as a Thomas Watson Fellow based at IBM Düsseldorf working on regional revitalization through technology.
Sr. Web Services Manager
Star One Credit Union
Fred Shuherk has been a Banking & Credit Union professional for 34+ years. He has worked for Star One Credit Union since 1996. Currently serving as the Sr. Web Services Manager, he is responsible for the daily operations, development, security, training, and compliance of the Star One public website, online, and mobile banking delivery channels. He previously worked at Coast Commercial Bank in Santa Cruz, CA and Stanford FCU in Palo Alto, CA, both in Information Technology capacities. He attended Ball State University in Muncie, IN and is a 1983 graduate of the US Army School of Personnel, Finance, and Resource Management; Fort Benjamin Harrison Indianapolis, IN. For fun Fred is an Auctioneer who since 2005 has been the host of the California & Nevada Credit Union League annual fundraising PAC Auction.
Senior Vice President, Institutional Fixed Income Sales
Balance Sheet Solutions, LLC
Tom’s primary role is to develop and manage operations associated with Institutional Fixed Income Sales with ISI. In addition to providing strategic direction, Tom is heavily involved in analyzing portfolios, developing investment portfolio strategies and identifying appropriate sectors and securities. The goal of this activity is to optimize investment portfolio performance at the credit union level. In total, Tom has more than 32 years of combined success in fixed income analysis, trading and portfolio risk management. He has a proven track record of delivering superior investment performance across domestic and international fixed income funds.
Leads the financial institution regulatory compliance practice. 24 years of experience assisting financial institutions nationwide in establishing regulatory compliance programs, conducting compliance testing, training staff on regulations, and performing website compliance assessments. Writes and edits the compliance newsletter, conducts compliance webinars and performs compliance testing. Frequent speaker at financial institutions’ industry conferences and state associations on topics ranging from regulatory compliance trends to BSA/AML/OFAC issues, compliance management to marketing and website compliance.
Prior to joining CliftonLarsonAllen, John was managing director at RSM McGladrey. He led a national financial institution compliance practice, developed work programs, managed engagements, and consulted directly with clients. John performed on-site compliance testing, reviewed marketing materials for compliance, conducted compliance training, developed compliance programs and compliance management systems and performed BSA/AML/OFAC compliance testing, provided compliance webinars, and conducted website compliance tests. Prior to working at McGladrey, John was employed as the compliance officer of a large financial institution where he developed and implemented their first regulatory compliance program.