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2014 Conference Speakers

 

 

Dan Mahalak.  Dan Mahalak is the President & Managing Partner of Cindrich, Mahalak & Co., P.C., a CPA firm specializing in the credit union industry.  He is involved in all audit activities and works closely with the staff in training and development. He personally reviews all audit files and reports as part of the firm’s quality control standards. His extensive experience allows him to provide clients with unique problem solving insights. 

 

   

 

James M. Olson.  James M. Olson is on the faculty of the Bush School of Government and Public Service at Texas A & M University, where he teaches courses on intelligence and national security.  He served his entire career in the CIA’s Directorate of Operations.  His career highlights include serving as the chief of CIA counterintelligence at CIA headquarters and in overseas assignments in Moscow, Vienna, and Mexico. 

TOPIC:  The CIA and the War on Terror

 

   

 

Rik Roberts.  Rik Roberts spent his youth in Kentucky working on tobacco and horse farms. After earning a degree in communications from Bethany College, Rik worked for Simon & Schuster in Columbus, OH. He joined a nationally touring comedy troupe “Midwest Comedy Tool & Die [MCTD] in 1992. Shortly thereafter, he decided to jump head first into stand-up comedy. He now has over twenty years of headlining experience across the United States and abroad.  His comedy is 100% clean and appropriate for each audience.

TOPIC:  The Mayberry Method

 

   

 

Frank Santucci.  Mr. Santucci joined First Empire Securities, Inc. in September 1985 as a Fixed Income Specialist.  Between 1985 and 1993 he worked with hundreds of institutional investors nationwide assisting them in the purchase and sale of fixed income securities.

In January 1994, Mr. Santucci was promoted to his current position of Senior Vice President and Managing Director of Asset Liability Management Services.  His primary responsibilities include the administration of First Empire's Asset Liability Management Team and Financial Strategies Group and the development of balance sheet and investment portfolio strategies for clients of the firm.  Mr. Santucci is also the principal author of the Balance Sheet Management Services’ ALM Model.  In addition, Mr. Santucci is a frequent speaker at regional and national conferences on various ALM and risk management techniques, as well as current industry trends.

 

   

 

 

2014 Combined Council of America's Credit Unions        info@ccacu.com