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Sales Manager, CUNA Mutual
Kevin has been with CUNA Mutual for 39 years and leads a team of account executives who are responsible to help credit unions manage risks, achieve their financial results, and meet member needs. Kevin also collaborates with Filene Research Group and CUNA and Affiliates on credit union ideas and issues. An ongoing project is the formation of the Select Credit Union Council. The Council has CEOs from credit unions under $150M in assets, and the group provides input and insights from smaller credit unions to CUNA Mutual.
President/CEO, Corporate One FCU
A visionary and steadfast leader, Melissa is a strategic driver of growth in her role as president and CEO at Corporate One. Melissa joined Corporate One in 1999. During her time with the organization, she has served in various roles, including controller, vice president of finance, and executive vice president/chief financial officer. Melissa became Corporate One’s president and CEO in 2018. Prior to Corporate One, Melissa worked at a Big Four accounting firm. She has a bachelor’s degree in accounting with a minor in computer science from The Ohio State University. She has also achieved the Certified Chief Executive designation from the Credit Union Executive Society (CUES) and is a certified public accountant in the state of Ohio.
ClientCare Director, CentricHC
Deidre partners with clients on all facets of their human resources needs, including strategic program development, workplace culture trainings and additional tactical support and advice. She brings 14 years of experience in her field, and prior to her work in human resources, she spent several years working in the environmental laboratory and consulting industries in customer service and sales. Deidre holds a Bachelor of Business Administration degree and a Master of Business Administration degree with a focus in Human Resource Management, both from Tiffin University.
Andy Janning is a nationally recognized keynote speaker and storyteller with over 30 years of leadership experience in the financial services industry. He’s the author of the books Heroes, Villains, and Drunk Old Men and The Breast Cancer Portrait Project, an eight-time state and national award winner for overall excellence in talent development, a professional photographer and award-winning filmmaker, a faculty member of CUNA Management School, and a popular speaker at conferences and events across the country. Andy is also the creator of End Terminal Debt, a groundbreaking national initiative to convince every financial institution to forgive the debt they hold for every customer and member with terminal cancer.
President. K4 Architecture + Design
Jeff Klump is President, Principal and Founder of K4 Architecture + Design in Cincinnati, OH. As the founding member of the K4 companies, Jeff`s knowledge of the entire built environment process, experience in the management of prototype roll-out programs, and commitment to serving clients has led to the integrated, total design solutions company that is K4 today. Jeff has 30+ years of comprehensive architectural, and program and construction management experience specializing in financial markets and retail development, with more than 2,500 financial projects. Jeff holds a bachelor’s degree from the University of Cincinnati.
EVP, Software Development, CU*Answers, Inc.
Brian is responsible for leading the development department, which is comprised of a wide range of teams and skillsets that are designed to develop, support and improve a wide variety of applications a credit union might need to run their business. Products ranging from core processing to online banking, from mobile solutions to data warehouses and analytic dashboards, from conversions to custom application development, the development focus continues to evolve to meet the growing needs of the industry. Brian holds a Master of Science degree in Computer Information Systems from Grand Valley State University.
Sales Executive, ATM Solutions
Lou started his career in the financial industry in 1995 and has worked with nearly all aspects of the credit union, including data processing, ATM/Debit card processing, marketing and websites, member demographics, mortgage and consumer lending, and branch transformation. In his current role, Lou works directly with credit unions to help manage their fleet of ATMs. Lou also works with financial institutions through branch transformation with the technology of Integrated Teller Machines (ITM) and Teller Cash Recyclers (TCR). Lou received his bachelor’s degree in economics from the University of Cincinnati.
Business Director, K4 Architecture + Design
Jack leads K4’s Business Development department and is vital to K4’s integrated marketing efforts and client relations. Jack earned both a bachelor’s degree and a master's degree from the University of Cincinnati.
CEO, NorthPark Community Credit Union
Carma believes in the grassroots of small credit unions and is passionate about serving the underserved. Taking over a failing credit union in 2015, Carma was faced with the need to reallocate staff resources towards income generation. This, along with the very favorable input of her LID advisory board, prompted Carma to transition her credit union to be the first and only 100% virtual credit union in the nation, for both membership and staff. Today they are prospering with strong income, double-digit new loan volume growth, and the ability to hire for talent without geographic limitations as seen with nearly 25% of her staff living out of state. Carma is a regular guest speaker on how being virtual is a viable strategy for serving the underserved and a way for small credit unions to not just survive but thrive.
President, Siekmann Co, empowered by GBQ
Aaron has a BSBA in Finance from Xavier University and is an Accredited Investment Fiduciary (AIF), a Chartered Retirement Plan Specialist (CRPS), holds a Series 65 License, and is the Life and Health License and President at The Siekmann Company, a family-owned retirement and employee benefits firm. The 40+ year old firm, specializes in working with business owners and organizational leaders to design, implement, and manage group retirement and employee benefits programs. As a fiduciary advisor and consultant, it is their passion to help plan sponsors manage their fiduciary responsibilities and ultimately help their employees achieve financial success.
Managing Partner, Stultz & Stephan, Ltd.
Michael focuses his practice on lender-liability defense, high-stakes litigation, and contested bankruptcy matters for Ohio’s financial institutions. In addition to his litigation practice, Michael represents financial institutions in complex loan workouts, employment matters, contract review and vendor management, and loan-document preparation. He also has experience in a wide array of business transactions, including mergers, acquisitions of business assets, and the resolution of shareholder disputes.
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