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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. 

 

 

                                        

John McKenzie. John has served as president of the Indiana Credit Union League since 1990. Prior to that, he held other senior management positions with the Indiana League Services Corporation (Servicecorp) and Indiana’s corporate credit union during the 1980s. He is recognized by Hoosier credit unions as an effective leader at a League whose affiliates represent more than 95 percent of the credit union members and assets statewide. Under his leadership, Servicecorp created its Credit Union Card Center division which has offered credit and debit card processing to credit unions for decades. Currently, Credit Union Card Center provides credit and debit card processing services to 117 credit unions with more than 340,000 cardholders. McKenzie also played a key role in establishing Indiana’s shared branching network beginning in the early 1990s. That network currently serves credit unions representing more than two-thirds of Indiana’s 2.2 million credit union members. He was also instrumental in overseeing the growth of the League’s group health insurance plan which currently serves 3,500 credit union employees and dependents statewide. He has also made it a high priority to engage elected officials and others in conversations about credit unions, and he is recognized by legislators as a valuable advocate for Indiana credit unions. He is a past board member of the Credit Union National Association. 

Topics: State of the Credit Union Industry

Credit Union Health Care

 

   

 

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

 

 

 

Ken Otsuka is a Senior Consultant in the Credit Union Protection Risk Management Department for CUNA Mutual Group. In this role, Ken is responsible for researching and analyzing emerging risks for product development along with developing resource and other training material for credit unions. Ken also assists credit unions in identifying areas of risk in their operations, and recommends appropriate loss controls to reduce loss exposure. Ken is frequently asked to speak by various organizations on a variety of fraud and compliance topics. He is considered an expert on Federal Reserve Regulation CC and he often conducts training seminars on the regulation. Based in Chicago, Illinois, Ken joined Risk Management in 1990 after spending eight years as an auditor at another insurance company. A graduate of Northern Illinois University, Ken earned a Bachelor’s Degree in accounting. He received a Certified Public Accountant (CPA) designation in 1982.

Topics: Credit Unions Exposure to Date Breaches
Identity Theft
Online Banking Risks 

 

   

 

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