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2021 Conference Speakers

 

Mike Bremer, CMFG Life Insurance Company, CUNA Mutual Group

Mike is an executive benefits specialist for CUNA Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs specifically tailored to credit unions.

Topic: How to Manage the Risk of Diversifying Your Benefits Plan Investments Beyond Those
           Permitted by Parts 703/704
           Click here for printed material on The Deposit Dilemma

 

Andrea Cooper, CMFG Life Insurance Company, CUNA Mutual Group

Andrea is a director of talent for CUNA Mutual Group. In this role she is a member of the Employee   Experience and Strategy team, responsible for leading enterprise Talent Acquisition and Talent Management.

Topic: Reimagining the Employee Experience.
           Click here for printed material on the above topic 

 

 

Dan Mahalak, President, Mahalak Consulting Co.

Mahalak Consulting Co. is a firm that specializes in providing professional services to credit unions and small businesses.  Dan spent most of his career at Cindrich, Mahalak & Co., a CPA firm that specialized in working with credit unions and their subsidiaries.  Dan has been working with credit unions for over 40 years.  Today he works with credit unions in an advisory capacity, including strategic planning, budgeting and forecasting, profitability analysis, mergers and acquisitions, regulatory assistance, and executive search, to name a few.   His experience also includes audit, compliance, staff training and development.  He has worked in fraud/embezzlement investigations, including filing bond claims, working with authorities, and testifying in criminal proceedings.    His extensive experience allows him to provide clients with unique insights into any problems, issues, or challenges they are facing.  He has spoken on several topics related to the credit union industry on both a local and national level; and has written articles for several credit union publications. 

                                         Topics:  Positioning Your Credit Union for Future Consolidation & Mergers.
                                                       Click here for printed material on  Mergers.

                                                       Bank Secrecy Act Training.  Click here for printed matrial on Bank Secrecy Act

 

Jack McCall, CSP, Jack McCall and Associates

Jack is a graduate of the Tennessee School of Banking at Vanderbilt University and the Graduate School of Banking of the South at Louisiana State University. Jack has devoted much of his career to the financial service industry. In 2000, he founded Jack McCall and Associates, a professional/training firm based in Hartsville, TN.   

Topic: Bringing Out The Best In People

 

 

 

                                                 
George Middlebrook, VP, Strategic Solutions, Sherpa Technologies


As VP, Strategic Solutions, George leverages his comprehensive knowledge of digital technologies, integration services, and managed solutions to enable strategic solutions within the Mosaic platform. He is responsible for the overall management of Sherpa products and new solutions, the implementation of Sherpa’s enterprise innovation framework and working with credit unions on the strategic management of their digital solutions. George has more than 30 years of experience in new product development, strategic planning, and marketing.

Topics:  How Innovative FinTech Firms Are Changing User Experience Expectations.
Strategies for Credit Unions to Stimulate Growth
Click Here for printed material on Strategies for Credit Unions to Stimulate Growth

 

KEYNOTE SPEAKER, Roger Tutterow, Ph.D.

Dr. Tutterow is Professor of Economics at Kennesaw State University where he holds the Henssler Financial Endowed Chair. In addition, he serves as Director of the Econometric Center, an applied research center housed in KSU’s Coles College of Business. His analysis of the economic, business and political environments have been featured in a variety of media including Wall Street Journal, Financial Times, Business Week, Forbes, USA Today, Atlanta Journal Constitution, Arizona Republic, Florida Times-Union, Kansas City Star, Los Angeles Times, New York Times, Orlando Sentinel, Palm Beach Post, Wichita Eagle and on CNN, CNBC, NBC, Bloomberg Television, NPR’s “Marketplace” and “All Things Considered,” CNN-Radio as well as by regional electronic and print media.

Topic: The US Economy & Interest Rate Forecasting
           Click Here for printed material on The Us Ecomomy & Interest Rate Forcasting

 

 

2021 Combined Council of America's Credit Unions        info@ccacu.com