GENERAL
SESSION

April 19

Pierre Cardenas

Innovation in Lending — Technology Is Changing Everything!

This presentation will look at the technological advancements taking place in the financial services industry. Ally Bank‚ USAA‚ Umpqua Bank‚ ING/Capital One are just a few of the players that are running hard for market share. However‚ there are players outside of the banking industry offering very attractive and competitive alternatives that are going to give traditional banking a run for its money. This session will give you a good overview of what those new products and services look like and prompt you to prepare and position your organization for a strategic counter.

BREAKOUT
SESSION

April 19

Pierre Cardenas

Serve Your Members Well

If you don’t‚ someone else will. In credit union land we pride ourselves on how well we serve our members and how much they say they love us. This may be true (to a certain point) primarily because the same 20% that frequent the branches keep saying so. What about the other 80% that rarely ever visit a branch or have limited interaction with your CU? What about over 50% of members that do not have a checking account with you? And why are title loans and the person-to-person lending industry growing at a rapid pace while most credit unions across the country are fighting hard for direct consumer loan business? This session will take a lending approach in helping define “serving your membership” in this very competitive industry.

BREAKOUT
SESSION

April 19

Sean McDonald

Young & Talented Employees: What They Want & How To Give It To Them!

Forget about products, services, and rates. Your credit union’s greatest asset is its PEOPLE. The employees who come to work each day need to be enthusiastic and inspired. This is especially true for Gen X and Gen Y professionals. In this highly interactive session‚ young credit union employees and executive management will have a chance to discuss the importance of fostering professional development with each other! Attendees will also walk away with insight and action steps to keep employees motivated to work for credit unions. A credit union only grows as much as its people are able to grow. If you’re not coaching your employees to succeed‚ your credit union will never reach its greatest potential.

BREAKOUT
SESSION

April 19

Dick Carberry

Information Security and Defending Against Social Engineering

The session includes a list of security measures that you should already have in place at your credit union‚ as well as examples of active threats, exploits and techniques used by today’s cybercriminals and the various ways that you can help to mitigate these issues. The first step in being able to properly mitigate against computer security threats is to simply stay up-to-date with the knowledge of existing threats and how to defend against them. The second step is to educate your credit union team on the potential cybercriminal techniques. One of the primary methods used by criminals to gain unauthorized access to our networks and facilities is the use of social engineering. During this session‚ Dick Carberry will also provide real world examples of the social engineering methods used by criminals and discuss methods to defend against these attacks.

BREAKOUT
SESSION

April 19

Chris Pippett, Attorney at Law

Ask the Attorney

Chris will discuss and address a variety of current compliance and legal topics facing credit unions in an interactive format designed to encourage your credit union to participate in a discussion of not only those topics on the agenda‚ but other legal and compliance issues that your credit union may be facing in this heightened regulatory environment.

Pierre Cardenas

Pierre Cardenas has 27 years in the financial industry at both credit unions and banks. He has held executive level positions in organizations from $140 million to a billion in assets. Pierre has managed consumer‚ mortgage and commercial programs‚ along with building innovative retail branch environments. He has managed call centers and operation areas of various financial institutions. He was a compliance officer for a community bank and maintains his NAFCU Certified Compliance Officer designation. He started his own business‚ “Innovators of Change‚” in 2008 while serving as the Senior VP of Retail at a $540M CU. In 2010 Pierre joined forces with Brett Christensen‚ owner of Credit Union Lending Advice (CULA)‚ a credit union consulting organization. They offer expertise in lending solutions‚ retail branch sales and service‚ brand and culture development. They also specialize in lending automation‚ underwriting analysis‚ portfolio reviews‚ along with indirect‚ direct‚ mortgage and business operation practices. CULA also offers industry insight presentations and strategic planning sessions as part of its core product solutions. Credit Union Lending Advice and Innovators of Change are dedicated and committed to the future expansion and success of the credit union movement.

Richard Carberry

Richard Carberry is the Security Administrator for Mid-Atlantic Corporate Federal Credit Union. In this role‚ Mr. Carberry coordinates the Corporate’s overall security program. His responsibilities include security awareness training‚ physical and data security as well as protecting the confidentiality‚ integrity and availability of information systems data. Mr. Carberry also conducts information security risk assessments on all current services and assets‚ new projects and change management processes.

Mr. Carberry joined Mid-Atlantic Corporate in 2008‚ with more than eight years of experience in the information technology field. Throughout his career‚ he has been responsible for server and network administration‚ as well as firewall and security management. Mr. Carberry spent nearly six years administering network security and configurations for six different state government agencies. Previously‚ he worked as an engineering assistant in a materials engineering laboratory.

Mr. Carberry has achieved certifications as a Microsoft Certified Systems Engineer (MCSE)‚ CompTIA A+‚ Checkpoint Certified Security Expert (CCSE)‚ GIAC Security Essentials Certification (GSEC) and GIAC Certified Incident Handler (GCIH). He also has received training from the Carnegie Mellon Software Engineering Institute in using the OCTAVE method for Information Security Risk Assessment.

Sean McDonald

Sean McDonald is the President of Your Full Potential‚ LLC‚ and the founder of the Credit Union Business Development Academy. He is a frequent speaker at national conferences for the credit union industry and has also worked with companies in the manufacturing‚ direct sales‚ and retail industries. Some of his clients include Credit Union National Association‚ CUNA CPD‚ CUNA Councils‚ and CU Conferences‚ Inc.

Sean has also presented for several credit union leagues and associations and has conducted strategic planning and training sessions for several individual credit unions throughout the country. Sean has written extensively on many professional and personal growth topics‚ and his work has been published in a variety of newspapers‚ trade magazines‚ and industry publications. He has been interviewed and featured in Credit Union Times‚ Credit Union Journal‚ CU Insight‚ and others. His first book‚ Stop Complaining! Start Growing! Lessons on Growing Your Business & Career‚ focuses on professional and personal growth tactics and is available on Amazon.com.

Sean is a member of the National Speaker’s Association and the American Society for Training & Development. He is the chair of the Credit Union National Association’s Marketing & Business Development Council Executive Committee‚ a member of the National Association of Federal Credit Union’s Awards Committee‚ a member of the Professional Advisory & Government Affairs Committees at the New Jersey Credit Union League‚ and also serves on the Board of Directors for United Cerebral Palsy of Hudson County‚ Inc.

In March 2008‚ he was the recipient of the Business Development Professional of the Year award from the Credit Union National Association’s Marketing & Business Development Council.

Trey Hawkins

Trey Hawkins is Vice President‚ Political Affairs‚ for the Credit Union National Association (CUNA). His responsibilities include the management of the Credit Union Legislative Action Council (CULAC)‚ CUNA’s federal PAC‚ and mobilizing political action on behalf of credit union-friendly candidates nationwide. Since joining CUNA in 2005‚ Trey has grown CULAC to over $4 million in receipts per election cycle‚ ranking it among the largest PACs in the nation‚ and built up its political action program to include independent expenditures and partisan communications in over a dozen targeted races per cycle.

Prior to joining CUNA‚ Trey spent five years in political fundraising and campaign management. He served as the Louisiana Democratic Party’s Finance Director during the 2003 state and 2004 federal elections‚ raising over $5.7 million for the party and its candidates and directing overall fundraising strategy for the coordinated campaign efforts that elected a Governor‚ four of the other five statewide office holders in Louisiana‚ and a U.S. Congressman.

Trey also managed a primary campaign for Illinois Lieutenant Governor and directed campaign finance strategy for three nationally-targeted U.S. House campaigns in Illinois‚ Tennessee and Iowa. A native of Montgomery‚ Alabama‚ Trey holds a B.A. in history and American politics and policy from Tulane University in New Orleans‚ Louisiana.

Chris Pippett

Christopher Pippett has substantial experience in representing state and federally chartered credit unions in a broad range of regulatory‚ corporate governance‚ business and real estate issues. He has represented the full gamut of credit unions from small SEG based credit unions with less than $1‚000‚000.00 in assets‚ to large community based and corporate credit unions with over $1‚000‚000,000.00 in assets. He advises credit unions on complex corporate governance issues and has regularly been called upon to represent boards and management in contested board elections, controversial meetings, criminal investigations and litigation brought by employees and members. Chris has advised credit union management and boards on issues relating to board duties‚ structure and policies‚ and in dealing with various inquiries from NCUA and state regulators‚ as well as other government agencies. He also advises credit unions on mergers‚ acquisitions and conversions including the groundwork‚ procedures‚ and due diligence which are a necessity for successfully completing such transactions. He has spoken several times on the topic of corporate governance at conferences sponsored by CUNA‚ the Pennsylvania Credit Union Association‚ and the Delaware Credit Union League.

Chris also advises credit unions on a broad range of regulatory‚ business and real estate issues. He advises state and federal credit unions on the structuring and documentation of construction and business loan facilities‚ as well as other asset based lending transactions and participations.

Prior to joining Fox Rothschild as a partner‚ Chris was a partner at Saul Ewing‚ where he was vice chair of the firm’s business department‚ chair of the financial services practice group and a member of the audit committee. Chris also served as a clerk to Judge Stephen J. McEwen Jr. of the Superior Court of Pennsylvania.

Registered as of April 2, 2013

• 3SI Security Systems
• Acre Mortgage
• Allied Solutions
• American Income Life Insurance Company
• BSC America
• CCCS of MD & DE
• Children's Miracle Network
• CliftonLarsonAllen
• CRI Solutions
• CUNA Mutual Group
• Deluxe Corporation
• Diebold
• Federal Home Loan Bank
• IMS‚ Inc.
• Kriebel Security
• Mid-Atlantic Corporate FCU
• M & T Bank
• News Journal
• PaCUSC
• Rowles & Company
• Shoreline Business Solutions
• State Financial Network
• Vining Sparks
• Visions‚ Ink.
• Wells Fargo Advisors

Keep checking here. We’ll be posting more exhibitors as they register.

If you know of a company that might like to exhibit‚ please e-mail me their company name‚ contact name‚ and e-mail address.