Education

Southeast Leadership Development Conference (SLDC)

Virtual IRA Workshop

August 31 - September 2, 2022
The Grand Hotel Golf Resort & Spa
Point Clear, AL

Attendee - $699
Guest - $299
YP - $499

Open to credit union CEOs, C-Suite executives, leadership, young professionals, and volunteers of credit unions. This conference is designed to provide leaders with thought-provoking topics and ideas they can use. SLDC is perfect for anyone looking for motivation, inspiration, and information targeted to assist credit union leaders.

Credit Union Attendees & Guest Registration   Walking Exhibitor Registration

Please Note: You must register to attend the event at the same time you book your hotel room.

Agenda

Printable Agenda

Wednesday, August 31st

Time Description
6:30 a.m. - 7:00 a.m. Southeast Credit Union Foundation (SECUF) Charity Golf Tournament Registration
7:00 a.m. - 8:00 a.m.

Southeast Credit Union Foundation (SECUF) Charity Golf Tournament Breakfast

8:00 a.m. - 12:00 p.m. Southeast Credit Union Foundation (SECUF) Charity Golf Tournament/Shot Gun Start
9:00 a.m. - 5:30 p.m.

Welcome Center/Registration Open

Sponsored by: Federal Home Loans of Atlanta

9:00 a.m. - 2:00 p.m.

Exhibitor Registration

Sponsored by: Federal Home Loans of Atlanta

10:00 a.m. - 3:00 p.m. Booth Set Up
3:00 p.m. - 5:00 p.m. Exhibitor Set-Up for (38) exhibits
  Lunch On Your Own
2:00 p.m. - 3:00 p.m.

Breakout Session

Recruiting and Retaining an Engaged Workforce
Dr. Melissa Furman, MS, DBA
Founder/Consultant, Career Potential, LLC

As the workforce becomes more diverse, organizational leaders are challenged with employing successful recruitment and retention strategies. This session contains audit exercises to assess your current recruitment and retention practices and provides practical tactics for recruiting and retaining a diverse, engaged workforce.

2:00 p.m. - 3:00 p.m.

Breakout Session

A Crash Course in CU Management: The Playbook for 2023 and Beyond
Ancin Cooley, CIA, CISA
Founder and Principal of Synergy Credit Union Consulting, Inc.

The credit union game is changing and the strategies that got us to this point are no longer viable options. In this timely session, Ancin Cooley with Synergy Credit Union Consulting will give you a peek inside the playbooks of some of the most successful credit unions in the US.

2:00 p.m. - 3:00 p.m.

Breakout Session

Cryptocurrency 101
David Pace
Manager of Regulatory Advocacy, LSCU & Affiliates

In Cryptocurrency 101 David Pace will be explaining the basics of what cryptocurrency is, how it is being used and how it is changing the financial landscape. This session is for all those who know very little about cryptocurrency and are looking to get the foundational knowledge they need to start exploring it.

2:00 p.m. - 3:00 p.m.

Breakout Session

The Fed at a Crossroads: Investment Strategies for a Fed Tightening Cycle and a Turbulent Economy
Seth Kellicut and Bryan Bell
Credit Union Investment Strategy Group of Oppenheimer & Co Inc

We are in the middle of a FED tightening cycle, the pace of which we haven’t seen in many years. Why is the FED so relentless in their Interest Rate decisions? Can they continue their path given the path of the economy? How will this impact the financial/investment decisions for my credit union? What can we do now to prepare for the remainder of 2022 and beyond?

The goal of this forum is to help relieve some of the market anxiety Credit Unions are experiencing. We will provide a practical discussion, sharing our experience and perspective on ready to use strategies that are applicable regardless of how rates fluctuate due to the FED’s choices.

Considerations:

• What is the FED going to do?
• Loan demand is up, but liquidity is starting to get tight.
• What impact will raising COF have on my CU? Net Interest Margin under pressure...
• Continued volatility in yields… Are yields going higher or lower?
• What investment opportunities provide enough flexibility to provide performance and peace here at the crossroads

3:00 p.m. - 3:30 p.m.

Break

3:30 p.m. - 4:30 p.m.

Breakout Session

Get to the Point: How to Identify, Sharpen, and Champion Your Most Important Ideas
Joel Schwartenberg
Presentation Coach

Many professionals—from students to salespeople to CEOs—deliver speeches, share presentations, and contribute ideas, but few make truly meaningful points. Why? Because speakers often confuse sharp points with broad topics, themes, categories, and titles. Not identifying clear points renders a communicator pointless, which is the biggest cause of rambling, audience disengagement, and client disconnection. Employing humor and audience participation, this unique presentation provides actionable tips, exercises, and practice opportunities that help professionals not just become stronger public speakers but more effectively champion their points, whether selling products, services, or ideas.

  • How to identify, sharpen, and effectively sell a point
  • How to use “Power Periods,” volume, and pauses to enhance points
  • How to convey points more effectively in video meetings and PowerPoint presentations
  • How to start and finish with confidence and impact
  • How to tell stories in a way that helps deliver points, not distract from them
  • How to overcome public speaking anxiety
3:30 p.m. - 4:30 p.m.

Breakout Session

Contact Center - Improve Member Experience and Security without Compromises
Dr. Milind Borkar
Founder & CEO, Illuma

An exploration of the challenge with meeting expectations for streamlined, welcoming credit union contact center interactions, the current threat landscape for fraud/account takeovers, and how to balance risk mitigation with member experience.

3:30 p.m. - 4:30 p.m.

Breakout Session

Improving Adaptability, Grit, and Resiliency to Maximize Performance
Dr. Melissa Furman, MS, DBA
Founder/Consultant, Career Potential, LLC

As the workplace continues to change at an accelerate pace and younger generations enter the workforce, skills such as adaptability, grit, and resiliency will be critical for future success. This session will provide practical techniques and tools for enhancing your own adaptability while also leading and developing adaptability in others.

Sponsored by: Corporate America

4:45 p.m. - 5:00 p.m. Exhibitor Pre-Con
5:00 p.m. - 6:30 p.m. Exhibit Hall Grand Opening Reception sponsored by CUNA Mutual Group
  Dinner On Your Own

Thursday, September 1st

Time Description
7:45 a.m. - 3:00 p.m. Welcome Center/Registration Open
7:45 a.m. - 8:30 a.m.

Breakfast sponsored by Corporate America

8:30 a.m. - 10:00 a.m.

General Session sponsored by Deluxe

Inspiring a Relatable Workforce
Rachel DeAlto
Relationship and Communications Expert, Media Personality and Consultant

Zoomed in. Checked out. Engaging and connecting a far-flung workplace and is on the top of every company’s to-do list. Or, at least, it should be, because whenever teams feel overwhelmed, under-served, and misunderstood, the wheels start to come off the bus. Productivity goes down, sick days go up, great employees jump ship, and morale descends into a gut-wrenching spiral.

Connect your teams to the most powerful tool they have for finding happiness, meaning, productivity, and success: each other.

In this keynote, relationship expert and relatable author Rachel DeAlto will show you how to inspire an energized workforce that happily engages, collaborates, innovates, and thrives—no matter where they work. The world has changed. Work has changed. Is your organization ready?

Sponsored by: Deluxe

10:00 a.m. - 10:30 a.m.

Break sponsored by Deluxe

10:30 a.m. - 11:30 a.m.

CEO Roundtable (All Asset Sizes) Facilitated by Samantha Beeler

10:30 a.m. - 11:30 a.m.

Directors Roundtable - Facilitated by Sydney Seral & Allison Allen

10:30 a.m. - 11:30 a.m.

Breakout Session

Connecting Consumers to Credit Unions: Raising Awareness & Engagement
Chris Lorence
Executive Director of CU Awareness, LLC.

Credit Union Awareness® delivers the movements only national, and state-level digital consumer marketing program designed to generate consideration and engagement for credit unions. Since April 2022, over 650K consumers in Alabama, Florida and Georgia have visited YourMoneyFurther.com to learn about and ultimately locate a credit union they can potentially do business with. In this session, we’ll share more about how the program works, how participating credit unions can connect their website for maximum consumer engagement opportunities and we’ll provide insights for how credit unions can harness the insights of the program to improve their own digital marketing efforts.

11:45 a.m. - 1:15 p.m.

Advocacy Lunch

Katie Boyd Britt

Katie began her career after graduating with a degree in political science from The University of Alabama, where she was student body president. After graduation, she worked in Washington, D.C., as U.S. Senator Richard Shelby’s deputy press secretary, quickly rising to become press secretary. Katie went on to serve as special assistant to then-University of Alabama President Robert Witt. After earning her law degree from The University of Alabama School of Law, she practiced law at the Alabama-based firm Butler Snow LLP.

In 2015, Katie took a leave of absence from the firm to serve as Senator Shelby’s deputy campaign manager and communications director. After his successful bid for re-election, she rejoined Shelby’s team as chief of staff in 2016.

A proud Christian, wife and mother, faith and family are at the heart of Katie’s life. She is a lifelong conservative who is committed to fighting tirelessly to defend the right to life, securing and defending our borders, and putting Alabama first.

Katie resides in Montgomery with her husband, Wesley, and their two children, Bennett and Ridgeway. Wesley was a first team All-SEC and third-team AP All American as an offensive lineman at The University of Alabama, going on to play in the NFL for the New England Patriots. The family attends First United Methodist Church

Rep. Chip Brown (R-Hollinger's Island)

Rep. Brown was elected to the House of Representatives in 2018. He served on local and state Republican Executive Committees and on the staff for the former Speaker of the Alabama House Jimmy Clark.

Brown’s district covers the southern most portions of Mobile County, including Dauphin Island. He resides on Hollinger’s Island with his wife, Aimee and their son.

Rep. Brown is Mobile County’s only legislator holding a seat on the House Insurance Committee. There Brown has sponsored legislation and promoted policies intended to lower insurance premiums for Gulf Coast residents. He also serves on the House Economic Development and Tourism, Urban and Rural Development, and Mobile County Legislation committees.

Rep. Brown is a former member of the Alabama National Guard. Brown was deployed overseas with U.S. Central Command in support of Operation Iraqi Freedom and also served as a military advisor for the NATO-International Security Assistance Force and U.S. Forces Afghanistan during two deployments to Afghanistan.

He is currently employed as a commercial realtor and entrepreneur and is a lifelong resident of South Alabama and lives on Hollinger’s Island, Alabama where he lives with his wife, Aimee and their son.

Rep. Alan Baker (R-Brewton)

Representative Alan Baker was elected to the Alabama House of Representatives in 2006. He was born in Brewton on July 15, 1956, graduated from T.R. Miller High School in Brewton, received an A.A. degrees from East Central Community College in Decatur, Mississippi and received his B.S. degree from Auburn University in 1978 with a major in history and a minor in political science.

Representative Baker devoted 27 years to public education, first as a teacher-coach in Phenix City, and later returning home to Brewton where he taught history and coached football and track at T.R. Miller High School. During his tenure as coach, Representative Baker amassed 10 state championships, five for football and five for track. For his accomplishments, he was honored by being selected and inducted into the Alabama High School Athletic Association Sports Hall of Fame in 2008.

He retired from public education in 2005 and now dedicates his full-time energies as a member of the Alabama House of Representatives to provide active and accessible legislative service for his Baldwin and Escambia County district, which includes portions of several municipalities. He currently serves as the Vice Chairman of the House Rules Committee, Vice Chairman of the Education Policy Committee, and a member of the Baldwin County Legislation, Joint Transportation Committee, Permanent Joint Legislative Committee on Energy Policy and Ways and Means Education Committees.

Rep. Baker is married to his high school sweetheart, Kaki Stokes Baker, who is a retired teacher and a realtor. They attend First Baptist Church of Brewton where he is an instrumentalist in the Praise Band.

1:30 p.m. - 2:30 p.m.

Breakout Session

Alabama Credit Union Administration Regulatory Panel
Greg McClellan
Administrator, Alabama Credit Union Administration

Greg McClellan, Administrator, Alabama Credit Union Administration, will give a presentation on current Alabama state regulatory issues for credit unions and take questions from the audience.

Jeff Russell
Bank Examinations Coordinator for the Alabama Credit Union Administration

Jeff holds a B.S. Business Administration / Finance & Economics from the University of South Alabama and Auburn University Montgomery. He has 21 years’ experience in the credit union regulatory arena with the state of Alabama plus 3 years with the National Credit Union Administration (NCUA). In addition, he has roughly 9 years of experience serving in various positions, including collections, commercial lending, branch management, and credit review, in the banking, credit union, and financial services industry. He is also a NASCUS Certified State Credit Union Supervisor.

1:30 p.m. - 2:30 p.m.

Breakout Session

Relatable Workplace
Rachel DeAlto
Relationship and Communications Expert, Media Personality and Consultant

Take a deeper dive into what it means to create a relatable workplace. Drawing from Rachel DeAlto’s proprietary personality assessment, attendees will learn their social superpower, their relatability index, and how to use that knowledge to connect more effectively with their teams and members. Creating a relatable workplace is about much more than being friendly or approachable, it’s about fully understanding and customizing your interactions with each person you encounter. This session will assist leaders in enhancing their capacity to connect with people, develop better connections, and establish a more supportive workplace.

1:30 p.m. - 2:30 p.m.

Breakout Session

Purpose, Productivity, and Progress: The New Blueprint for Career Fulfillment
Ancin Cooley, CIA, CISA
Founder and Principal of Synergy Credit Union Consulting, Inc.

Purpose drives productivity. Productivity drives progress. In this uplifting session, Ancin Cooley with Synergy Credit Union Consulting, will discuss strategies how to reach your financial goals without sacrificing your personal mission and values.

2:30 p.m. - 2:45 p.m.

Break

2:45 p.m. - 3:45 p.m.

General Session

Options for Fee Income
Becky Summers
Raddon, Thought Leadership and Strategic Insights

Cheryl Lawson
Executive VP of Compliance Review
JMFA

4:00 p.m. - 6:00 p.m. Exhibit Hall Reception
6:00 p.m. - 8:00 p.m. Exhibit Breakdown
8:00 p.m. - 10:00 p.m.

Endless Summer Party - sponsored by Corporate One CU

Southeast Credit Union Foundation (SECUF) Wine & Whisky Toss

Friday, September 2nd

Time Description
8:00 a.m. - 9:00 a.m. Breakfast
8:00 a.m. - 9:00 a.m.

Welcome Center/Registration Open

9:00 a.m. - 10:30 a.m.

General Session

A Chance of Awesome: How Changing the Way You See Changes Everything
Jason Kotecki, Artist, Author & Speaker

Sometimes in life, you just feel...stuck. When you're stumped by a seemingly unsolvable challenge, sometimes all you need is a little nudge from an outsider with a fresh perspective, someone who points out the answer that was there the whole time. This presentation is that little nudge, and a great fit for organizations experiencing transition or in a season of intense change. You'll learn how to recognize opportunities in road blocks and how to see dead ends as new beginnings. Because the difference between success and failure is not luck, it's looking at your world in a whole new way! So come ready to spark some new ideas - and grab onto them.

Hotel

Hotel Image

The Grand Hotel Resort and Spa
One Grand Blvd.
Point Clear, AL 36564

Room Rates: $223 - $293 (depending on your reservation)

Cut-off date: Monday, August 8, 2022 (you will not be able to book at our discounted rate after August 8th)

Marriott Central Reservations: (855) 999-0490

Some of the items the Resort fee covers are:

Fitness Center 24x7 for guests 16 and older.
Indoor & outdoor pools
Bicycle rental (First hour is complimentary)
Tennis court usage is complimentary (reservations are required)
Complimentary wireless and wired Internet access in Guest Rooms
Parking Fees: Complimentary self parking on and offsite/$25 for valet parking
Cut-off date to receive the discounted group rate is October 31, 2022. After this date, rooms and rates are based upon availability
Hotel room reservation can be changed or cancelled up to 5 days prior to arrival. If reservation is canceled within the 5 days prior to arrival, one night's room fee will be charged
Check-in time is 4:00 p.m. (CDT) and check out is 11:00 a.m. (CDT)

Book Now

Sponsorship Opportunities

Sponsorship opportunities are available for this event under page 22-23 of our Sponsorship Kit. For sponsorship inquiries please contact sponsorshipandexhibits@lscu.coop.

Cancellation Policy

All cancellations will incur a non-refundable $75 administrative fee through August 1, 2022. Any cancellations after August 1, 2022, are non-refundable.

Golf

Azalea Golf Course

About the Tournament
The Southeastern Credit Union Foundation (SECUF) Charity Golf Tournament will take place on Wednesday, August 31, 2022, at the legendary Robert Trent Jones Golf Trail at The Lakewood Club at the Grand Hotel, located on property at the Grand Hotel Golf Resort & Spa on Alabama's Gulf Coast. Rolling fairways, tightly mowed greens, spring-fed lakes, meandering streams, and stands of mature trees make the 36 holes of Lakewood both beautiful and challenging.

Registration Fee: $250
Mulligan Package (Optional Add On): $40.00 (Includes 3 Mulligans and 2 Raffle Tickets)
Check-in: 6:30 a.m.
Breakfast: 7:00 a.m.
Shotgun Start: 8:00 a.m.

This year’s prizes include:

1st place team - $100 per person
2nd place team - $75 per person
3rd place team - $50 per person
$50 for Longest Drive (male and female)
$50 for Closest to Pin (male and female)
$100 for the Putting Contest Winner
50/50 Raffle

Your Registration includes Swag Bag, Light Breakfast, unlimited beer and sodas, 2 cocktail drink tickets, a Grab & Go Lunch, and automatic entry into the Putting Contest.

Club rentals are $45 per person and paid directly to the golf club the morning of the tournament. No shoe rental available.

Sponsors

 

Corporate America

 

Stifel

 

Print Resources

 

CUNA Mutual Group

 

Corporate One

 

Oppenheimer

 

FHL Bank Atlanta

 

LEVERAGE

 

STS Group

Exhibitor Information


Exhibitor Information

Speakers

Ancin R. Cooley

Ancin Cooley

Ancin Cooley, CIA CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy helps credit unions grow and thrive by helping them manage risk, increase profits, and help members. Synergy accomplishes this through a suite of services that includes Director Training, Strategic Planning, Enterprise Risk Management, Internal Audits, and Regulatory Compliance Reviews. As principal, Ancin manages a growing portfolio of clients throughout the United States and Caribbean. He brings more than 20 years of experience to the financial services industry. Ancin honed his skills while working with the US Treasury Dept. At the Treasury, he performed examinations for financial institutions ranging from $1 million to $8 billion in total assets. After leaving the Treasury Dept. Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examination reviews.

When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts trainings for the Credit Union industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and the Credit Union National Association. Ancin is originally from New Orleans, LA. But he currently lives in Chicago, IL.

Dr. Milind Borkar

Dr Milind Borkar
Founder and CEO, Illuma

Dr. Milind Borkar is the Founder and CEO at Illuma, a CUSO specializing in real-time voice authentication and fraud prevention solutions for credit unions. The flagship product, Illuma ShieldTM, replaces traditional knowledge-based authentication practices with an effortless and secure voice biometric solution. The net result is an elevated member experience, enhanced security, and improved operational efficiency. Illuma ShieldTM has been showcased at multiple premier fintech events such as FinovateSpring and FinovateFall. Illuma ShieldTM has won Best in Show at VentureTech 2019, the CreditUnions.com 2022 Innovation Series Award in the Member Experience category, and the 2022 NACUSO Next Big Idea Award. Illuma is the exclusive provider for CUNA Strategic Services and has industry endorsements in 34 U.S. states.

Prior to Illuma, he received his Ph.D. in Electrical and Computer Engineering from the Georgia Institute of Technology in 2008, after which he worked at Texas Instruments in roles spanning R&D, Marketing, and Business Development. He has launched 50+ hi-tech products, is an inventor on 21 patents, and an author on 14 technical publications.

Jason Kotecki

Jason Kotecki
Artist, Author & Speaker

Jason Kotecki is a professional reminder-er and permission granter who moonlights as an artist, author and professional speaker. Jason and his wife Kim have made it their mission in life to help people and organizations break free from Adultitis to build better lives, businesses, and teams.

Jason's colorful art has been collected and licensed all over the world, and his insights have been featured in publications like Inc. and Woman's Day. He is the author of six books, including Penguins Can't Fly+ 39 Other Rules That Don't Exist, which has been translated into languages he can't even read. His newest book, A Chance of Awesome: How Changing the Way You See Changes Everything was released in the fall of 2019.

As a speaker, Jason works with organizations to beat burnout and become more innovative by breaking rules that don't exist. He is recognized by the National Speakers Association as a Certified Speaking Professional® (CSP). Only the top 10% of speakers in the world have this designation, which is the profession's highest earned international measure of platform competence. CSPs are held to the highest ethical standards, and bring a proven track record of expertise and excellence.

An avid eater of sugar-laden cereal, Jason enjoys Star Wars, soft t-shirts, and brand new tubes of paint. He and Kim homeschool their three weird kids and live by the big lake in Sheboygan, Wisconsin, where they eat way too many cheese curds.

Dr. Melissa Furman, MS, DBA

Dr Melissa Furman
Professor, James M. Hull College of Business, Augusta University & Founder/Consultant, Career Potential, LLC

Dr. Melissa Furman’s passion for guiding individuals with career, professional, and leadership development inspired her to launch Career Potential to help individuals achieve and organizations succeed. As the owner of Career Potential, Dr. Furman delivers highly engaging sessions at state, national, and international conferences in in addition to providing consulting and training services.

Dr. Furman is not your usual “academic”. She utilizes her research and subject-matter expertise related to generational diversity, unconscious bias, career and leadership development, and emotional intelligence to have a positive, practical impact on organizations and individuals alike.

Dr. Furman served as the assistant dean and currently serves as a faculty member at the James M. Hull College of Business at Augusta University in Augusta, Georgia. She also serves as an affiliate faculty member for the Professional Education division at GA Tech and the Kenan-Flagler Executive Education division at UNC-Chapel Hill. Dr. Furman has previously served in a variety of roles at other universities such as Emory University, The University of Georgia, and Johns Hopkins University. She obtained her Doctorate of Business and Masters of Science in Professional Counseling from Georgia State University and her Bachelor of Arts degree in Psychology from Susquehanna University.

Samantha Beeler

Samantha Beeler
President of the LSCU & Affiliates

Samantha Beeler serves as President of the LSCU & Affiliates. She previously served as Vice President of Advocacy for the Northwest Credit Union Association (NWCUA) which is the regional trade association for credit unions in Washington, Oregon and Idaho.

In her role, Samantha is responsible for advocacy, compliance, legal and member engagement. Prior to working for the NWCUA, she led communications for a Government Contracts Practice group in Washington, D.C.

Samantha grew up in Alabama and lived in Georgia. Samantha received her bachelor’s degree in Social Science from Washington State University and also did an emersion program in International Relations at Peking University in Beijing, China. She has participated in Executive Education at Harvard’s Kennedy School of Government.

Samantha and her husband Garrett, who is a member of U.S. Special Forces, have three daughters Aryan (6 yrs. old), Alanna (3 yrs. old) and Adaire (9 months).

Rachel DeAlto

Rachel DeAlto
Relationship Expert, Media Personality, and Speaker

Rachel DeAlto is a relationship expert, media personality, and speaker. She is the author of “relatable: How to Connect with Anyone Anywhere (Even if It Scares You)” (Simon & Schuster’s Tiller Press, Fall 2021).

Rachel has appeared as a relationship expert on Lifetime’s Married at First Sight and TLC’s Kate+Date.

Rachel DeAlto maintains a law degree, a Master’s in psychology, and an influential social media presence, engaging and inspiring over150,000 active followers over her platforms.

In addition to her regular appearances, Rachel has also been featured on a multitude of media outlets including The TODAY Show, Access Hollywood Live, and Fox News. She has also given three TEDx talks including Being Authentic in a Filtered World which is featured on TED.com.

Greg McClellan

Greg McClellan
Administrator, Alabama Credit Union Administration

Greg McClellan is a native of Alexander City, AL. He holds a BS in General Business and a MBA from Auburn University. He is also a graduate from the School of Banking, Bank Administration Institute, at the University of Wisconsin in Madison, WI. Greg began his career working with a bank holding companies, serving as Chief Internal Auditor and as Vice President of Operations and Personnel.

In 1984, Greg joined MAX Credit Union and served MAX and its members for over 34 years, retiring as CEO in June 2019. After his retirement of one week, Greg entered the position of Administrator of the Alabama Credit Union Administration.

David Pace

David Pace
Manager of Regulatory Advocacy

David Pace graduated from Georgia State University in 2020 with a Bachelor of Business Administration with a concentration on Finance. While in college he worked for Associated Credit Union as a Risk Management Assistant. After graduating he got a job with the Nebraska Department of Banking and Finance as a FinTech Examiner who specialized Money Service Businesses and cryptocurrency companies. He is now the Manager of Regulatory Advocacy with LSCU.

John Ballantyne

John Ballantyne
President & CEO, Tru Treasury

John is the Chief Executive Officer at Tru Treasury, a firm focused on providing Credit Unions leading treasury management solutions and advisory services. As the Chief Executive, he is responsible for the development of this company from a startup to a strategic service provider in the financial services industry.

John has spent 18 years in the financial services industry leading underwriting, treasury management, and payments organizations. Prior to joining Tru Treasury, John held multiple leadership roles at SunTrust Bank, in the Treasury and Payments business. His roles included Vice President of Digital Money Movement, First Vice President of Liquidity Product & Commercial Card Rebate, and most recently as Head of Treasury Solutions Proposal Management.

Before SunTrust, John owned, managed, and successfully exited a medical payments startup that served over one hundred providers in 12 states. He has also held roles at Amazon.com, Travelers Insurance, and Vanguard.

John earned an MBA from Johns Hopkins University, a Bachelor of Science from Shippensburg University, and is an Army veteran, who piloted Blackhawk and Chinook helicopters.

Most importantly, John is a devoted husband to his wife of 15 years and a father of three spunky children.

Becky Summers

Becky Summers
Thought Leadership & Strategic Insights, Raddon

Becky leads the strategic insight delivery and thought leadership engagement for Raddon, specifically using data successfully. She brings a strong background in financial services, having worked for more than 20 years at a $2.5 billion, multi-state credit union where she held a succession of roles from management of service center operations to SVP of Sales and Marketing.  Additionally, for three years immediately prior to joining Raddon, Becky was President and CEO of Ronald McDonald House of Michiana.  She earned a BS in Marketing, Management, and Insurance from Indiana State University.

Cheryl Lawson

Cheryl Lawson
Executive VP of Compliance Review, JMFA

Cheryl joined JMFA in 2001, rising quickly from consultant to engagement manager to executive vice president of implementation. Today she serves as EVP of Compliance Review for overdraft privilege, ensuring the fulfillment of all regulatory requirements. Her responsibilities also include high-level sales support and administration for financial institutions. Cheryl is also a sought-after authority for compliance issues related to overdraft programs. She continues to be invited to speak at numerous industry events.

Cheryl’s impressive background includes more than 30 years of experience in global information technology and financial operations, as well as consulting, communications, training, and project management. The Houston native earned her bachelor’s in English from Carnegie-Mellon University, followed by an MBA from Rice University.

Chris Lorence

Chris Lorence
Executive Director of CU Awareness, LLC.

Chris Lorence is executive director of CU Awareness, LLC, a wholly owned subsidiary of the Credit Union National Association (CUNA). Lorence raises consumer consideration and membership opportunities for credit unions through the nation’s only digital consumer engagement program.

Lorence brings more than twenty-five years of leadership, marketing, engagement, and innovation strategy to Credit Union Awareness.

Joel Schwartzberg

Joel Schwartzberg
Presentation Coach

Joel Schwartzberg is the Senior Director of Strategic and Executive Communications for a major nonprofit in New York City and also teaches communication and presentation skills to clients including American Express, State Farm Insurance, Blue Cross Blue Shield, Comedy Central, and the Brennan Center for Justice. Joel’s books include “The Language of Leadership: How to Engage and Inspire Your Team” and “Get to the Point! Sharpen Your Message and Make Your Words Matter” and his articles appear in Harvard Business Review, Fast Company, CNBC, Inc.com, and Toastmaster Magazine. A frequent conference presenter and workshop leader, Joel is also a former national champion public speaker and collegiate speech coach.

Jeff Russell

Jeff Russell
Bank Examinations Coordinator for the Alabama Credit Union Administration

Jeff holds a B.S. Business Administration / Finance & Economics from the University of South Alabama and Auburn University Montgomery. He has 21 years’ experience in the credit union regulatory arena with the state of Alabama plus 3 years with the National Credit Union Administration (NCUA). In addition, he has roughly 9 years of experience serving in various positions, including collections, commercial lending, branch management, and credit review, in the banking, credit union, and financial services industry. He is also a NASCUS Certified State Credit Union Supervisor.

Rep. Chip Brown

Chip Brown
Representative (R-Hollinger's Island)

Rep. Brown was elected to the House of Representatives in 2018. He served on local and state Republican Executive Committees and on the staff for the former Speaker of the Alabama House Jimmy Clark.

Brown’s district covers the southern most portions of Mobile County, including Dauphin Island. He resides on Hollinger’s Island with his wife, Aimee and their son.

Rep. Brown is Mobile County’s only legislator holding a seat on the House Insurance Committee. There Brown has sponsored legislation and promoted policies intended to lower insurance premiums for Gulf Coast residents. He also serves on the House Economic Development and Tourism, Urban and Rural Development, and Mobile County Legislation committees.

Rep. Brown is a former member of the Alabama National Guard. Brown was deployed overseas with U.S. Central Command in support of Operation Iraqi Freedom and also served as a military advisor for the NATO-International Security Assistance Force and U.S. Forces Afghanistan during two deployments to Afghanistan.

He is currently employed as a commercial realtor and entrepreneur and is a lifelong resident of South Alabama and lives on Hollinger’s Island, Alabama where he lives with his wife, Aimee and their son.

Katie Boyd Britt

Katie Boyd Britt
Republican Nominee for U.S. Senate

Katie began her career after graduating with a degree in political science from The University of Alabama, where she was student body president. After graduation, she worked in Washington, D.C., as U.S. Senator Richard Shelby’s deputy press secretary, quickly rising to become press secretary. Katie went on to serve as special assistant to then-University of Alabama President Robert Witt. After earning her law degree from The University of Alabama School of Law, she practiced law at the Alabama-based firm Butler Snow LLP.

In 2015, Katie took a leave of absence from the firm to serve as Senator Shelby’s deputy campaign manager and communications director. After his successful bid for re-election, she rejoined Shelby’s team as chief of staff in 2016.

A proud Christian, wife and mother, faith and family are at the heart of Katie’s life. She is a lifelong conservative who is committed to fighting tirelessly to defend the right to life, securing and defending our borders, and putting Alabama first.

Katie resides in Montgomery with her husband, Wesley, and their two children, Bennett and Ridgeway. Wesley was a first team All-SEC and third-team AP All American as an offensive lineman at The University of Alabama, going on to play in the NFL for the New England Patriots. The family attends First United Methodist Church

Rep. Alan Baker

Alan Baker
Representative (R-Brewton)

Representative Alan Baker was elected to the Alabama House of Representatives in 2006. He was born in Brewton on July 15, 1956, graduated from T.R. Miller High School in Brewton, received an A.A. degrees from East Central Community College in Decatur, Mississippi and received his B.S. degree from Auburn University in 1978 with a major in history and a minor in political science.

Representative Baker devoted 27 years to public education, first as a teacher-coach in Phenix City, and later returning home to Brewton where he taught history and coached football and track at T.R. Miller High School. During his tenure as coach, Representative Baker amassed 10 state championships, five for football and five for track. For his accomplishments, he was honored by being selected and inducted into the Alabama High School Athletic Association Sports Hall of Fame in 2008.

He retired from public education in 2005 and now dedicates his full-time energies as a member of the Alabama House of Representatives to provide active and accessible legislative service for his Baldwin and Escambia County district, which includes portions of several municipalities. He currently serves as the Vice Chairman of the House Rules Committee, Vice Chairman of the Education Policy Committee, and a member of the Baldwin County Legislation, Joint Transportation Committee, Permanent Joint Legislative Committee on Energy Policy and Ways and Means Education Committees.

Rep. Baker is married to his high school sweetheart, Kaki Stokes Baker, who is a retired teacher and a realtor. They attend First Baptist Church of Brewton where he is an instrumentalist in the Praise Band.

Bryan L. Bell Jr.

Bryan Bell
Group Analytical Associate

Bryan Bell is a Group Analytical Associate for the Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. (“Oppenheimer”) in the East Lansing, MI office. His primary responsibility is to support the Credit Union Group in the day-to-day operations and growth of the Credit Union business. Bryan holds his FINRA Series 7 and Series 66 registrations.

Bryan assists the Group with prospecting, onboarding new clients, developing and maintaining client relationships; monthly wiring of principal and interest, and works with the Group implementing the marketing plan and hosting educational forums. Bryan also works with the partners of the Group to formulate and implement investment strategies tailored to their client’s needs.

He joined The Credit Union Investment Strategy Group of Oppenheimer in 2018 from Mercantile Bank of Michigan, where he was a Commercial Loan Specialist. In this position, he was the central liaison for the lenders, responsible for maintaining an appropriate LTV as loans were paid down/off and arranged for the release of the collateral securing the original loan.

Bryan lives in East Lansing, MI with his wife, Samantha, and their son. Bryan’s passions include playing/watching golf, watching the Michigan State Spartans and Indianapolis Colts (his favorite football teams), and travelling to Walt Disney World. Bryan looks forward to coaching his son in Track & Field and Football in the coming years.

Seth A. Kellicut

Bryan Bell
Group Marketing Associate

Seth Kellicut is a Group Marketing Associate for the Credit Union Investment Strategy Group of Oppenheimer & Co Inc (Oppenheimer) in the East Lansing, MI office. The Group of fixed income professionals provides comprehensive investment strategies and recommendations to help credit unions meet their financial objectives. Seth’s primary responsibilities include supporting the Credit Union Group in marketing and business development. He also assists the group in credit union and investment analysis, client strategy and relations, and hosting educational forums. Seth holds his FINRA Series 7 and Series 66 registrations.

Seth Graduated with a Bachelor of Science in Financial Management from Hillsdale College where he also played on the football team and was a member of the Investment Club. While in School, Seth gained his first experience in financial management while working as an intern at Stifel Financial Corp.

Seth currently lives in Traverse City, MI with his wife and enjoys sports and the outdoors. His favorite saying is “A Day on the Lake is a Day Well-Spent.”

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