conference & showcase...conference & showcase conference program defense credit unions:...

Conference & Showcase

CONFERENCE PROGRAM

Defense Credit Unions:

Looking to the Future...in a BIG way!

Dallas, TXAugust 24 – 27, 2014

D A L L A S O M N I D O W N T O W N

www.dcuc.orgServing Those Who Serve Our Country

2014 Defense Credit Union Council

Defense Credit Union CouncilAn association of credit unions operating on military bases worldwide serving

Department of Defense military and civilian personnel.

Board of DirectorsPatricia Kimmel Belvoir FCU, VA

Chair, Army Representative

Denise Floyd Fort Sill FCU, OK1st Vice Chair,

Representative-at-Large

Gordon A. Simmons Service CU, NH2nd Vice Chair,

Representative-at-Large

Michael Kloiber Tinker FCU, OK

Treasurer, Air Force Representative

Frank Padak Scott CU, IL

Secretary, Representative-at-Large

Barb Geraghty ABNB FCU, VA

Member, Navy/Coast Guard Representative

Craig Chamberlin Member, Marine Representative

2014 Defense Credit Union Council Committees

Defense Credit Union Council Credentials Committee:

Neal Takase, Pearl Harbor FCU, HI, Chair

Elaine Tuten, GeoVista CU, GA

Betty Renth, Scott CU, IL

Defense Credit Union Council Resolutions Committee:

Michael Pardon, Sea Air FCU, CA, Chair

Gary Yonamine, Schofield FCU, HI

Richard Rothwell, Pacific Marine CU, CA

Defense Credit Union Council Teller Committee:

Robert Hopper, Fort Sill FCU, OK, Chair

Edward Marvin, Randolph Brooks FCU, TX

Richard Burns, RIA FCU, IL

Defense Credit Union Council Hall of Honor Recognition Task Force:

Jean Stultz, Bragg Mutual FCU, NC, Chair

Warren O’Keefe, 1st Liberty FCU, MT

Mike Martinez, Security Service FCU, TX

Gordon Simmons, Service CU, NH

The Defense Credit Union Council 1

2014 DCUC Conference & Showcase August 24-27, 2014

51st Annual DCUC Conference SponsorshipsAllied SolutionsShowcase T-Shirts

Armed Forces Financial NetworkChairman’s Welcome Reception

CO-OP Shared BranchingBottled Water

Monday Showcase Texas BBQ Lunch

Crews & Associates, Inc.Hall of Honor Reception Beverage Tickets

CUNA Mutual Group21st Annual VADM Vincent Lascara Golf Tournament

DigitalMailerMonday Refreshment Break

Executive Benefits SolutionsReunion Tower GeO Deck Tickets

eZforex.comConference Pocket Schedule

FISOpening Showcase Entertainment

Internet Café

IWSMilitary Awards Luncheon Head Table

Nametag Wallets

Member Wealth ManagementHall of Honor Dinner Entertainment

SWBCFinal Showcase Reception

TransamericaCustomized Hotel Keys

These corporate

partners have

generously

sponsored our

conference to

make it a

better experience

for you.

Please take a

moment to personally

recognize their efforts

with a sincere

THANK YOU!

www.DCUC.org2


OFFICE OF THE MAYOR CITY HALL 1500 MARILLA ST., 5EN DALLAS, TEXAS 75201

MICHAEL S. RAWLINGS

MAYOR

CITY OF DALLAS August 2014 Greetings! On behalf of the city of Dallas and my colleagues on the Dallas City Council, it is my pleasure to welcome you for The Defense Credit Union Council’s 51st Annual Educational Conference. A meeting themed “Defense Credit Unions: Looking to the Future … in a BIG Way!” that is held in a city long called Big D whose slogan is “Big Things Happen Here” clearly indicates that you can anticipate a very memorable convention in our vibrant, 21st century city. Dallas is the ninth-largest city and a top-five convention destination nationwide and the No. 1 visitor destination in Texas with more than $15 billion in economic development, resulting in new cultural arts, dining, shopping and entertainment. With easy accessibility, five professional sports leagues, a healthy economy and Fortune 500 headquarters, Dallas offers every ingredient as a leading convention destination. If you haven’t visited recently, expect many pleasant surprises. The Dallas Convention & Visitors Bureau, the Omni Dallas Hotel and our hospitality industry are dedicated to delivering an outstanding experience for you. I hope you discover why we love to call Dallas our home and look forward to hosting you in our city on many other occasions. We thank you for the support provided to our troops through your credit unions. Best regards, Michael S. Rawlings Mayor



GENERAL INFORMATIONWelcome to the 51st Annual Defense Credit Union Council Conference held this year at The Omni Dallas Hotel in the Great State of Texas!

The DCUC team has once again worked hard to plan a dynamic conference for you filled with:• Some of the best speakers you will hear this year!

• Our Showcase with a Purpose where you can network with our Corporate Partners

• Important Hot Market Issues• Fun social events • Pertinent Educational Workshops• Fundraising activities to support Operation Mend and their goal of transforming and healing some of war’s most traumatic physical wounds.

REGISTRATION DESKPlease visit our Registration and Information Desk on Level 3.

HALL OF HONOR TABLE SEATINGPlease reserve your table in advance for the Hall of Honor dinner by visiting the DCUC table in the Showcase.

WEAR YOUR BADGEYour badge is required for entry to all conference sessions and networking events.

TOUR BUS TRANSPORTATIONPick up/Drop off for all off-property events and tours will be at the Main Entrance of the Hotel.

MEDICAL EMERGENCIES Call 911 immediately. If called from a house phone, an alarm will sound in the hotel’s PBX department and they dispatch security to the area/room from which the call was received. If the call was from a cell phone, please tell the operator where you are.

NO SMOKING POLICYSmoking is prohibited in the entire hotel. MEETING ROOMSAll DCUC Conference meeting rooms are found on Level 2 and 3 of the Omni Hotel.

CELL PHONES/PAGERSAs a courtesy to our attendees, please turn off your cell phone during all sessions. WHAT TO WEARConference Sessions - Business casual Tours – Comfortable shoes and summer clothingChairman’s Reception – Texas casualHall of Honor Banquet – Coat and tie for gentlemen and cocktail attire for ladies is requested.

EVALUATIONSConference evaluations will be available during and at the conclusion of the conference. Please help us in our future planning by giving us your feedback.

Thank you for joining us in Dallas!

www.DCUC.org4


2014 Conference Program(*All events with an asterisk have been changed from the Preliminary Program)

PRE-CONFERENCE ACTIVITIES:

Saturday, August 23

TIME EVENT LOCATION

6:00 Bus leaves the Omni Hotel for the Golf Tournament

6:30 Breakfast Buffet at the Clubhouse Cowboys Golf Club 7:30 21st Annual VADM Vincent Lascara Golf Tournament Shotgun Start

The Awards Lunch will be provided in the clubhouse after the Tournament. Sponsored by CUNA Mutual Group

8:00 – 11:00 DCUC Registration Desk Open Level 3 Registration Area

10:00 – 4:30 Optional Tour Fort Worth Historic Stockyard Tour

Sunday, August 248:00 – 5:00 DCUC Registration Desk Open Level 3 Registration Area

10:45 -11:45 Overseas Defense Credit Union South Side 1 Sub-Council Meeting

11:55 Meet in front of Trinity Showcase for Ribbon Cutting Level 3



TIME EVENT LOCATION

12:00 – 2:15 DCUC Showcase Grand Opening Trinity Showcase Mexican Fiesta featuring Mariachi Trio Sponsored by FIS

2:15 – 3:15 Panel Discussion with Military Representatives Fair Park 1 DFAS: Mr. Bill Hawbecker Army: MAJ Emma Parsons Marines: Mr. Dave Fuqua Navy: Ms. Elise Newton Air Force: Mr. Jim Sisson

3:15 – 3:25 Military Saves Award Presentation Fair Park 1 Mr. James Lander, Director, Military Saves, CFA

3:30 – 4:00 Military Breakout Sessions (3) Level 2 Arts District 5—Army Arts District 6—Marines/Navy/Coast Guard Arts District 7—Air Force

4:00 Refreshment Break Level 2 Foyer

Attend the Following Breakout Sessions and Be Eligible to Win Cash Prizes!

4:10 – 4:40 Corporate Partner Breakout Presentations - SESSION 1 (Four concurrent sessions located on the Level 2)

Arts District 4 Arts District 5 Arts District 6 Arts District 7

Improving Short-Term Financing for Servicemembers:

Picking Up the Pieces of the Military

Lending Act

Dan Schenk, PedFedFoundation

Non Interest Income: Delivering

Member Value While Generating Revenue

IWS

Manage Tomorrow’s Employee Benefit Obligations Today: Practical Strategies

to Offset Increasing Costs

John Sinclair and Christian Zernich, Executive Benefits

Solutions

Sprig by CO-OP – Your Digital Wallet

Solution

Nina Kopp, CO-OP Shared Branching

www.DCUC.org6


TIME EVENT LOCATION

4:50 – 5:20 Corporate Partner Breakout Presentations – SESSION 2


Fraud Risks Facing Your Credit Union

2014

Ann Davidson,Allied Solutions

Revolution Money

John Broda and Chad Bennett, Armed Forces

Financial Network

21st Century Technology in the Branch – Teller Pods, PTMs and

Beyond

Dave Throndson, La Macchia Group

Executive Benefits: Split-Dollar Overview

Christine Burns-Fazzi, Burns-Fazzi Brock

5:30 – 6:00 Corporate Partner Breakout Presentations – SESSION 3


Remaining Relevant in an Increasingly Self-Service World

Dave Martin, Financial Supermarkets

Balance Sheet Management with

Derivatives

Ryan Henley, Sterne Agee

Outsourced Lending: Recapture Your Members’ Auto

Loans and Recapture YOUR Time

Mike Moore, SWBC

The Financial Life Cycle of Military Servicemen and

Women

Ray Pennie, ClearPoint

Credit Counseling

6:30 – 8:30 Chairman’s Reception Union Station Sponsored by the Armed Forces Financial Network

A Texas Musical Tribute will be performed by Lone Star Attitude (All registered attendees, exhibitors and guests are welcome to attend!)

We will walk the three blocks to Union Station, leaving the Omni Main Lobby Entrance at 6:20 p.m.



Monday, August 25TIME EVENT LOCATION

7:30 – 4:00 DCUC Registration Desk Open Level 3 Registration Area

7:30 – 8:30 Breakfast Buffet with our Corporate Partners Trinity Showcase Prize drawing for Corporate Breakout sessions at 8:00 a.m.

8:45 – 9:00 Opening Ceremony Trinity Ballroom • Presentation of the National Colors: Joint Naval Air Station Interservice Color Guard

NAS JRB Sailors & MAG 41 Marines • National Anthem• • Invocation:

Mr. Robert D. Hopper, Chairman Fort Sill Federal Credit Union

9:00 – 9:15 Welcome Mr. Jim Phelps Vice President of Advocacy Cornerstone Credit Union League

9:15 – 10:15 Keynote Speaker Mr. J. Michael Barrett Principal, Diligent Innovations “National Security Today & Tomorrow: The Realities Beyond the Rhetoric”

10:15 – 10:30 Refreshment Break Trinity Foyer

10:30 – 11:30 Featured Speaker Trinity Ballroom Mr. John Lass, Senior Vice President Strategy & Business Development CUNA Mutual Group “Disruption: Are we Next?”

www.DCUC.org8


TIME EVENT LOCATION

11:30 – 12:00 Featured Speaker Trinity Ballroom Mr. Marcus Beauregard Chief, DOD State Liaison Office Office of the Assistant Secretary of Defense (Military Community & Family Policy) “DoD’s Report: Enhancement of Protections on Consumer Credit for Members of the Armed Forces”

12:00 – 1:15 Texas BBQ Lunch Buffet in the Showcase Trinity Showcase Sponsored by CO-OP Shared Branching

1:30 – 2:15 General Session Speakers Trinity Ballroom Dr. Mary M. Bell, Ph.D., CFP, AFC Director, National Association of Counties “The Financial Readiness of Our Force”

2:15 – 3:00 Mr. Bill Hampel Interim President & CEO Credit Union National Association “State of the Credit Union Industry”

3:00 – 3:15 Refreshment Break Fair Park Lounge Sponsored by DigitalMailer Level Three



2014 Hot Market Issues - Attend one of two sessions below:

3:15 – 4:00 Hot Market Session One Fair Park 1Is Your Largest Branch Open for Business?

Presented by: Mr. Ronald M. Daly, President/CEO DigitalMailer, Inc. When it comes to your virtual branch, every financial institution of every size is now on an equal playing field. The question you must ask yourself is, “Does my credit union push this resource to its fullest potential?” This breakout session focuses on the seven steps of an eStrategy and shows you where financial services are headed on the web and why it is so valuable for credit unions to focus on their virtual offerings. During this session, attendees will have the chance to learn how they can leverage technology to increase service, reduce dependency on the expensive branch network and better target opportunities through the virtual channel. The takeaways you’ll gain from this session could visibly alter your credit unions future; so make sure you don’t miss out!

Hot Market Session Two Fair Park 2Uncovering the Faces of Fraud

Presented by:Mr. Jay McLaughlin, Chief Security Officer & Senior Vice President – Q2

Account takeover is one of the more prevalent forms of fraud. It is the result of an attacker taking over another person’s account, first by gathering information about the intended victim. The FBI has projected that fraudulent transactions resulting from account takeover fraud will exceed $1 Billion this year. Motivated by financial gain, this has become an extremely lucrative, criminal business. Together, financial institutions along with security profes-sionals, are struggling to fight the fraudsters who are behind the increasingly sophisticated methods of attacks being used to perpetrate fraud. As fraud continues to rise, we have to begin to look at more effective methods to combat these well-organized cyber gangs.

TIME EVENT LOCATION

www.DCUC.org10


TIME EVENT LOCATION

4:15 – 6:15 Networking Social Reception in the Showcase Trinity Showcase50/50 and Quilt Raffle Drawing, Conclusion of the Silent and Live Auction

Reception sponsored by SWBC

Evening Enjoy free time with colleagues and clients

Tuesday, August 267:00 - 11:00 DCUC Registration Desk Open Level 3

7:30 – 8:30 Continental Breakfast Buffet Trinity Ballroom 4/8

8:45 – 9:30 General Session Speaker Trinity BallroomMr. Dan Berger, President/CEONational Association of Federal Credit Unions“A NAFCU Legislative Update”

9:30 – 10:00 General Session Speaker Mr. Keith Morton Regional Director, Region IV Office National Credit Union Administration “NCUA Update”

10:00 – 10:15 Refreshment Break Level 2 Foyer



TIME EVENT LOCATION

10:15 – 11:00 Educational Workshops (3 concurrent sessions)

Arts District 4 Arts District 5 Arts District 6

Battling the Complexities of

Employee Benefits

Kevin Paasch, Director of Credit Union Relations Member Wealth Management

The Good, The Bad and The Trendy:

Why ACHs are the Future of International Payments

Evan Shelan, CEO of eZforex.com, and Jorge Jimenez,

Federal Reserve Bank

Knowing Your Membership Can Help with Capital &

ComplianceMoisette I. “Tonya” Sweat

Co-owner & CEO, Sweatism, LLC

11:15 – 12:00 Repeat Educational Workshops

12:10 – 1:30 Military Awards Luncheon Trinity 4-8 Head Table Sponsored by IWS

1:30 – 1:45 Voter Registration Trinity 5-7 1:45 - 2:30 DCUC Annual Business Meeting

3:00 – 5:00 Optional Tour: JFK Book Depository Museum

6:45 – 7:15 Hall of Honor Reception Trinity Foyer Beverage Tickets sponsored by Crews & Associates, Inc.

7:15 – 10:00 15th Annual Hall of Honor Awards Dinner Trinity Ballroom Entertainment provided by the Breckenridge Band Sponsored by Member Wealth Management

www.DCUC.org12


TIME EVENT LOCATION

Wednesday, August 278:00 Continental Breakfast Trinity Ballroom

9:00 – 10:00 General Session Motivational Speaker Mr. Matt Jones Leadership is a Marathon

10:00 Final Grand Prize Drawing and Announcements Conference Concludes

11:30 – 4:30 Optional Tour: Dallas Cowboys VIP Stadium Tour



2014 DCUC Showcase With A Purpose

Supporting Operation MendOur Corporate Partners have once again joined us to enhance our conference in several ways:• To share their products and services to help make your credit union’s goals more attainable

• To create a positive networking atmosphere in the Showcase for developing and maintaining successful business relationships

• To help us raise funds for our troops each year during our conference fundraiser

SPECIAL ACTIVITIES IN THE SHOWCASESunday Grand Opening – A Mexican Fiesta12:00 – 2:15 pm

• Stop by the Showcase for some delicious Mexican cuisine and enjoy an upbeat Mariachi Group while you meet and greet our Corporate Partners and your fellow CU friends!

• Be sure to review the exciting Silent Auction items for bidding.

• Visit each exhibiting company and have them stamp your DCUC Showcase Card for a chance to win $100 Gift Certificate at the Bob’s Steak and Chop House (in the Omni Hotel).

• Buy a 50/50 Raffle ticket to support our 2014 Fundraiser.

• Purchase a raffle ticket if you’d like to win this year’s special handmade Lone Star Flag made by Eileen Ehrsam of Pen Air FCU.

• Talk to our Showcase participants to learn more about their upcoming Breakout Presentations and select the sessions you want to attend! Attendees are eligible to win cash prizes with your red, white and blue tickets!

Monday Morning Appreciation Breakfast in the Showcase7:30 – 8:30 a.m.

To thank our Corporate Partners for their participation, please share a delicious hot breakfast with them before our Opening General Session! The exhibits will not be open during breakfast, so enjoy a relaxing meal together and be sure to say, “Thanks for supporting DCUC!”Prize tickets will be drawn for attendees of the Sunday Breakout Sessions at 8:00 a.m.

Monday Lunch Buffet 12:00 – 1:15 p.m.

Relax and unwind with some Texas BBQ!

Tuesday Social Reception 4:15 – 6:15 p.m.

Join us for this very special Showcase Reception. Enjoy beverages and appetizers before heading out with colleagues for dinner.

Thank each of our Corporate Partners for supporting the DCUC Conference AND don’t forget to make your final bids to ensure you have the winning bids in the Silent and Live Auctions.

www.DCUC.org14


2014 Annual Conference Fundraiser – Operation Mend

“Healing one wounded warrior at a time, by improving health, alleviating suffering and delivering acts of kindness”

Since its inception in 2007, Operation Mend has sought to combine the best resources of the United States military with the skills of UCLA Health physicians in a collaborative and compre-hensive approach to healing U.S. military personnel that have been wounded and disfigured in Iraq and Afghanistan. The goal is to treat every patient with honor, compassion and exceptional care, while recognizing not only the patient’s needs, but also those of his or her immediate family and caregivers.

When the program began, a team of UCLA’s finest plastic and reconstructive surgeons was assembled to work alongside their military counterparts primarily to repair the facial wounds of military personnel critically injured in combat during Operation Iraqi Freedom and Enduring Freedom. As the conflicts escalated, the scope of injuries sustained presented new challenges, and Operation Mend proactively evolved to best serve the widespread needs of wounded warriors and their families.

The wounded warriors served by Operation Mend have made an extraordinary and selfless commitment to ensure our right to live in the land of the free. With generous support from you, our defense credit unions, corporate partners and friends, these brave men and women not only will be able to regain the good health and happiness that accompany recovery, but also will be recognized for their sacrifice.

There will be many ways to support our 2014 Fundraiser: Purchasing mulligans during our golf tournament; donating or bidding on a Silent Auction item; participating in the Live Auction and don’t forget your 50/50 Raffle Ticket and a Raffle Ticket for our Lone Star quilt donated by Eileen Ehrsam, Pen Air FCU.



SPONSOR

11601 Roosevelt Blvd., TA 94St. Petersburg, FL 33716

727 227 2880

emails: [email protected] [email protected]

Representatives:John Broda Chad BennettAnn Morsch

The mission of the Armed Forces Financial Network (AFFN) is to provide quality products and services for participating financial institutions serving the U.S. military community worldwide. AFFN is co-owned by DCUC and AMBA, and strategically partners with FIS for EFT switch management services.

www.AFFN.org

SPONSOR

2805 North Dallas Parkway, #300Plano, TX 75093

800 826 9384

email: [email protected]

Representatives:Bonnie JacobsonFred Caprio

Allied Solutions is a leading provider of insurance, lending and marketing products to more than 4,000 financial institutions nationwide. Contact us today to learn more about the advantages of being Allied.

www.alliedsolutions.net

www.DCUC.org16


Burns-Fazzi, Brock1816 East 7th StreetCharlotte, NC 28270

704 332 2265


Representatives:Chris Burns-FazziGuy CollinsDavid Brock

Burns-Fazzi, Brock and Associates is the pre-eminent provider of executive benefits and compensation consulting services to credit unions, dedicated to providing solutions for the retention, reward and recruitment of executive talent. BFB also provides top-quality client service through its proprietary administrative platform and thorough compliance assistance. BFB is also the National Association of Federal Credit Unions Preferred Partner for Executive Benefits and Compensation Consulting Services.

www.bfbbenefit.com

NEW THIS YEAR!Catalyst Corporate FCU6801 Parkwood Boulevard Plano, TX 75024

214 212 8286


Representatives:Larry Wade Nathan Quade

Payment services, asset liability management, investment/brokerage services, corporate credit union, Mobile banking, EFT, remote deposit.

www.catalystcorp.org

Clayco, Inc.2199 Innerbelt Business Center DriveSt. Louis, MO 63114

314 429 5100


Representative:Tom Mooney

Clayco Financial Facilities is a nationally recognized expert in credit union planning, design and construction. Services include feasibility studies, site selection/analysis, design development and construction. Clayco is a national fully-integrated real estate architecture, engineering, design-build and construction firm.

www.claycorp.com



ClearPoint Credit Counseling Solutions270 Peachtree Stree, NW, Ste 1800Atlanta, GA 30303

877 877 1995 x 2733


Representative:Ray PennieMark Godfrey

ClearPoint Counseling Solutions is a national, non-profit agency offering budget, housing, student loan, and credit counseling services.

www.repaydebt.org

NEW THIS YEAR!Comfort Crew for Military Kids1114 Lost Creek Blvd., Suite G-20Austin, TX 78746

512 372 8359


Representatives:Rita WilloughbyRonda Englander

Comfort Crew for Military Kids offers military families programs and resources customized to meet their specific needs: deployment, reintegration, visible and invisible injuries and loss of a loved one.

www.comfortcrew.org

SPONSOR

9692 Haven AvenueRancho Cucamonga, CA 91730

909 753 1238


Representative:Nina KoppSarah Canepa Bang

CO-OP Financial Services is the nation’s largest credit union service organization in terms of number of credit unions, assets and members. The company helps credit unions thrive by providing products and services that make it more convenient for members to do business with them. With a motto of “Be There. Be More,” CO-OP’s products fall into three business lines, including “Locations,” (ATM, shared branching and call center services); “Card Payments” (debit and credit processing) and “Mobile/Virtual” (mobile, online, check imaging, bill pay services). www.co-opfs.org

www.DCUC.org18


SPONSOR

521 President Clinton AvenueSuite 800Little Rock, AR 72201-1729

800 766 2000 ext. 2447


Representatives:D. Henry BlevinsMatt Blevins

The Credit Union Group of Crews & Associates’ goal is to improve the long-range picture of any credit union’s bottom line. They sell U.S. Government Guaranteed Bonds for your Credit Union Investment Portfolio. They will work hard to serve you within your Credit Union’s investment policy to provide you the highest quality service when transacting business on your behalf.

www.crewsfs.com

SPONSOR

5910 Mineral Point Road Madison, WI 53705

800 356 2644


Representatives:Janet McDonald Ben Klepzig CUNA Mutual Group was founded in 1935 by credit union pioneers and our commitment to their vision continues today. We offer insurance and protection for credit unions, employees and members; lending solutions and marketing programs; TruStage™ branded consumer insurance products; and investment and retirement services to help our customers succeed.

www.cunamutual.com



NEW THIS YEAR!SPONSOR

220 Spring Street, Ste 200Herndon, VA 20170

703 733 0339 x 102 or 866 994 4900


Representatives:Ron DalySam Thrift

DigitalMailer, Inc. provides the digital communication tools today’s financial institutions need in their virtual branch, as well as the expertise and resources to use them in their eStrategy to Connect. Communicate. Grow! To learn more, visit www.digitalmailer.com or call 866-994-4900.

www.digitalmailer.com

NEW THIS YEAR!Drexel Hamilton77 Water Street, Ste 201New York, NY 10005

646 412 1552


Representatives:Austen ColledgeJoseph KrulderJohn Kerin

Drexel Hamilton is a Service Disabled Veteran Owned Broker Dealer founded in 2007 to recruit, train and employ disabled veterans to compete at the highest levels of institutional finance. We have a Premier Banking Depository Group and provide an array of sales, trading and underwriting services including U.S. Government & Agency Trading, Corporate Debt Trading and Municipal Underwriting & Trading.

www.drexelhamilton.com

www.DCUC.org20


Evans, Simpson & Associates, Inc.P.O. Box 1549Snellville, GA 30078-1549

770 982 1420 or 800 676 1609


Representatives:Steve HawkinsSteve Modlin

ESA has provided quality insurance products, loan tracking and financial solutions for credit unions and their members for over 35 years.

www.evans-simpson.com

SPONSOR

1603 Carmody Ct., Suite 300Sewickley, PA 15143

877 720 6886 ext 504

emails: [email protected]@ebstoday.com Representatives:John Sinclair Christian Zernich

With 20 years’ experience working with credit unions, Executive Benefits Solutions effectively helps credit unions with financial solutions to "Take Control of Tomorrow...Today."

www.EBStoday.com

Roland A. Arteaga, President/CEO

Beth Merlo, Director of Administration

Lizette Krajnak, Administrative Assistant

Jennifer Hernandez, Information Technology Specialist

Megan Mundt, Comptroller

Janet C. Sked, Conference Manager

2014 Conference Staff

Suzanne Arteaga, Registration Assistant



SPONSOR

3611 McCann RoadLongview, TX 75605

903 248 4090


Representatives:Evan Shelan Debbie ShelanRachel Smith

eZforex provides a turn-key system that allows credit unions to offer convenient international payments and foreign currency purchases to their members. Ask about the new FSCC/eZforex interface connecting online currency transaction data to the FSCC Network in real time; whereas Members may order today and receive in 1 to 2 business days.

www.eZforex.com

Financial Supermarkets, Inc.P.O. Box 1450Cornelia, GA 30531

706 778 1199

Email: [email protected]

Representatives:Pat ClemensDave Martin

Celebrating thirty years as the official provider of The Supermarket Bank®, Financial Supermarkets, Inc. is the nation’s leader for attractive, functional, and professionally designed in-store and storefront financial centers. Financial institutions of all sizes partner with FSI to efficiently expand their branch network while maximizing touch-points with their customers/members.

www.supermarketbank.com

www.DCUC.org22


SPONSOR

5901 Broken Sound Parkway, NWSuite 400Boca Raton, FL 33487

561 981 7029


Representatives:Jim HawkJack ChadamRene Rabelo

IWS is a leading provider of VSA/MBI/GAP protection to credit unions nationwide and Puerto Rico, offering members’ peace of mind that goes beyond the actual products to include service after the sale.

www.iwsgroup.com

NEW THIS YEAR!IZALE Financial Group1901 N. Roselle Road, Ste 800Schaumburg, IL 60195

210 643 3399


Representatives:Chris RichardsonDavid Griffiths

IZALE helps clients improve earnings, protect assets, and retain and reward executives through nonqualified benefits (pre-and post-tax SERPS, BOLI, CASD, LTD and LTC).

www.IZALEFG.com

La Macchia Group, LLC157 N. Milwaukee StreetMilwaukee, WI 53202

414 223 4400


Representatives:Dave Throndson Ben La Macchia

La Macchia Group, LLC is a comprehensive consulting and design-build firm creating brand-centered financial institutions, tailored to our clients’ needs.

www.lamacchiagroup.com

SPONSOR

222 Central Park Avenue, Suite 1100Virginia Beach, VA 23462

757 493 4346


Representatives:Kevin W. PaaschTodd Hassler

Mass Mutual Financial Group helps credit unions increase non-interest income, reduce employee benefit expenses and increase interest income.

www.rememberwhenlifewaseasy.com



PenFed Foundation2930 Eisenhower AvenueAlexandria, VA 22314

703 838 1335


Representative:Dan Schenk

PenFed provides service members, veterans and their families with the skills and resources they need for a sound and secure financial future.

www.penfedfoundation.org

Q213785 Research Blvd. Suite 150Austin, TX 78750

512 275 0072


Representatives:Rick CastonTiffany Burton

Q2 provides credit unions with a virtual banking platform for all of their virtual banking needs – online, mobile and voice: business or personal.

www.q2ebanking.com

NEW THIS YEAR!Roquemore & Roquemore329 Oaks Trail, Suite 115 Garland, TX 75043

800 500 7855 ext 285


Representatives:Tracey Coley Melissa Mancillas

Since 1985, Roquemore has been synonymous with collateral location and skip tracing. Our performance excels due to our innovation, adaptability, and proprietary software. “Roquemore means recovery!”

www.roquemore.com

NEW THIS YEAR!Route 66 Extended WarrantyP.O. Box 2400Mountain Home, AR 72654870 425 8330email: [email protected]:Rob FinleyMick Spaulding Route 66 Extended Warranty is a leading provider of vehicle and powersport extended warranties to Credit Unions nationwide. With over 28 years’ experience and an extensive understanding of lenders’ unique needs, we offer the perfect balance of coverage, cost and on-going service that helps guide our clients to expansive collateral protection while boosting sales and income.

www.route66warranty.com

www.DCUC.org24


Sterne Agee 800 Shades Creek Pkwy, Suite 700Birmingham, AL 35209

205 949 3663


Representatives:Jeff PainterNate BedellHayes Flynn

For over 100 years, Sterne Agee has served clients’ investment needs including securities brokerage, portfolio reporting, asset/liability management and investment education.

www.sterneagee.com

Support EXP/ Support Financial Resources830 E Franklin StreetCenterville OH 45459

800 444 5465


Representatives:Ed Blankenship Cheri Robison

Support EXP specializes in helping financial institutions emerge to ‘organizations of excellence’ through performance optimization. Today, with over 500,000 service experiences measured and over 5,000 equipped and inspired managers, Support EXP offers a ‘total solution’ approach that is measureable, coachable, practical, and tactical, including an actionable roadmap to analyze, normalize,

and optimize both internal and external sales and service performance. Through behavioral level measurements, metrics, insights, and analytics, Support EXP inspires and equips teams with mentored-style coaching and training – the essential components of performance optimization. It nurtures a culture where emergent teams not only sustain performance but also stay on the continuum to true performance excellence.

www.supportexp.com

SPONSOR

9311 San Pedro Avenue, Suite 600San Antonio, TX 78216

866 316 1162

emails: [email protected]; [email protected]

Representatives:Ellis Henton Mike MooreMark Hein Jim Thomas

SWBC provides quality insurance and financial products, outstanding service, and customized solutions to financial institutions, businesses and individuals in all 50 states.

www.swbc.com



SPONSOR

100 Light St, B-1Baltimore, MD 21202

817 284 2244


Representatives: Shirley McFarlaneKelly Duran

Transamerica Financial Solutions Group helps you provide member–centric experiences fused with innovation. With over 40 years of experience strengthening Financial Institutions throughout the United States and Canada, our portfolio consists of Insurance and Protection Products, Customer Growth and Support Strategies, Technological Solutions, Research, and Training.These products and services help you confidently achieve financial objectives with less risk and grow additional fee-income opportunities; while simultaneously improving your service, safeguarding your bottom line, and protecting your members.

www.transamericafinancialsolutions.com

VISA1300 Connecticut Avenue, NWSuite 900Washington, DC 20036

202 419 4124


Representatives:Graham MacKenzieSteve Helms

VISA provides cash management and financial literacy tools that meet the needs of service members around the world. VISA prepaid, debit and credit cards are accepted virtually everywhere, and are secure and convenient to use.

Website: www.visa.com

Please join us next year for our

52nd Annual DCUC ConferenceAugust 16 – 19, 2015

Defense Credit Union Council, Inc.

Serving Those Who Serve Our Country

The Bellagio Hotel

Las Vegas, NV

conference & showcase...conference & showcase conference program defense credit unions:...

Documents