2026 NCUMA Spring
Conference Speakers
Rich Berg
Executive Chairman and Co-Founder
Performance Trust Capital Partners
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Rich serves as Executive Chairman and Co-Founder of Performance Trust Capital Partners, LLC, a global organization that combines Wall Street scale with the independence of an employee-owned firm to help financial institutions make better decisions. As a nationally recognized speaker, he brings unbridled passion and intellectual rigor to inspire those around him to challenge conventional wisdom and achieve results that surpass those they would otherwise attain.
He has appeared as a frequent guest on CNBC, Bloomberg, and Fox Business, and was a contributing editor for the ABA Banking Journal for five years. He was also one of the original faculty members of Performance Trust's highly acclaimed educational programs serving financial institutions.
Prior to founding Performance Trust, he was a Managing Director with Clayton Brown & Associates, Inc. where he directed the Portfolio Analytics Group. He started his career as a mathematics teacher.
His commitment to community is equally defining. Rich teaches a course at Wheaton College, Faith, Work, and Ethics in an Increasingly Secular World: Succeeding Without Selling Your Soul, reflecting his belief that professional excellence and personal integrity are complementary forces. He also currently serves on the board.
Rich holds a BS in Mathematics from Wheaton College and an MBA from Northwestern University's Kellogg School of Management. He is Series 7, 24, 53, and 63 registered.
Steve Stasiukonis
President
Secure Network Technologies
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Steve Stasiukonis is the President of Secure Network Technologies, where he leads advanced initiatives in penetration testing, information-security risk assessments, incident response, and digital investigations. With more than 29 years of experience in the information-security field, Steve has built a distinguished career helping organizations identify critical vulnerabilities, quantify cyber risk, and respond decisively to complex security incidents. Widely recognized for his deep expertise in social engineering, Steve specializes in demonstrating how threat actors exploit human behavior alongside technology to compromise organizations. His work blends hands-on technical proficiency with real-world adversary tactics, providing clients with actionable intelligence and measurable improvements to their security posture.
Steve is a respected thought leader in the cybersecurity community. He regularly contributes expert commentary as a columnist for InformationWeek and DarkReading, where he writes on emerging threats, attacker methodologies, and defensive strategies for modern enterprises.
Honorable Rodney E. Hood
Financial Services Executive
Rodney E. Hood is a nationally recognized financial regulator and longtime advocate for credit unions, financial inclusion, and access to capital. Confirmed twice by the United States Senate to serve in the Administrations of President George W. Bush and President Donald J. Trump, he is the first person in U.S. history to lead both of the federal agencies responsible for chartering and supervising America’s depository institutions—serving as Acting Comptroller of the Currency and as Chairman of the National Credit Union Administration. He also served on the Board of the Federal Deposit Insurance Corporation (FDIC).
Throughout his career, Mr. Hood has championed policies that promote financial empowerment, support underserved communities, and strengthen the resiliency of the credit union system. Under his leadership, NCUA advanced modernization efforts to expand digital capabilities, streamlined capital rules, and enhanced liquidity tools to help credit unions grow responsibly and serve their members more effectively.
As Acting Comptroller, he reinstated the Office of Financial Technology and Innovation, approved a bank-fintech charter to enhance small business lending, and guided national banks toward embracing cryptocurrency custody and digital assets—all with a strong commitment to robust Bank Secrecy Act (BSA), Know Your Customer (KYC), and Anti-Money Laundering (AML) compliance. He has emphasized the importance of balancing innovation with regulatory integrity, especially as stablecoins and other emerging technologies reshape financial services.
Mr. Hood’s cross-agency perspective offers unparalleled insight into the evolving financial regulatory landscape—including the roles of the Treasury Department, Federal Reserve, and FDIC—and how policy developments in Washington, D.C. impact the future of the credit union system.
He is a graduate of the University of North Carolina at Chapel Hill, where he earned degrees in business, political science, and communications. He was recently honored with UNC’s Outstanding Alumni Award, named a Young Global Leader by the World Economic Forum in Davos, is a Salzburg Global Fellow, and is actively engaged with the American Council on Germany.
Jamie Sumner
Partner
Arcsalus Advisors
Jamie Sumner, Partner at Arcsalus Advisors, has been trusted advisor to community and regional financial institutions over the span of his 25+ year career. His clients seek him out for guidance in asset/liability management, risk and reward profiling, and strategic capital planning. He works closely with boards and executive teams to translate complex analytics into clear, actionable insights that strengthen performance and governance. Prior to joining Arcsalus Advisors, Jamie held senior roles in banking and consulting, building expertise in ALM models, capital planning, economics, and investment strategies. A frequent speaker at industry conferences and banking schools, Jamie is known for his practical, engaging approach to balancing performance with risk. Outside the office, Jamie enjoys time outdoors with his family—often on the water in a kayak or paddle board—and pursues his interest in sustainable architecture that blends buildings with landscapes for greener, self-sufficient living.
Alec Hollis, CFA
ALMFirst
Principal
Alec oversees several key areas including Hedging, Mortgage Secondary Services, and Research & Development/Tools. He is known for his innovative approach to helping financial institutions navigate complex balance sheet and risk management challenges while keeping clients’ best interests at the forefront.
With more than a dozen years of experience in balance sheet strategy and risk management, Alec has held a variety of leadership and analytical roles throughout his career. His background includes expertise in interest rate risk hedging, derivative advisory services, mortgage pipeline hedging, investment analytics, and profitability modeling.
Over the years, Alec has worked closely with financial institutions to develop strategies that allow them to retain core, longer-duration assets while effectively managing the interest rate risk associated with them. His experience also spans mortgage servicing rights (MSR) hedging, financial asset and loan trading analytics, ALM modeling, and broader balance sheet strategy initiatives.
Known for bridging the gap between analytics and practical implementation, Alec brings a collaborative, solutions-oriented perspective to helping institutions address evolving financial and market challenges.
Robert Perry
ALMFirst
Principal
With more than 30 years of experience in banking and financial consulting, Robert has built a nationally recognized reputation through conference presentations, speaking engagements, and longstanding industry relationships. His career has focused on helping financial institutions navigate asset liability management, investment strategy, and broader balance sheet challenges.
Throughout his career, Robert has led Asset Liability Management (ALM) and Investment Strategy teams while also focusing extensively on client service, industry education, and strategic relationship development. Known for his ability to communicate complex financial concepts in a practical and accessible way, he has played an active role in delivering educational insights and thought leadership across the financial services industry.
Previously, Robert served as Managing Director of the ALM and Investment Strategy division of DataTech Management in Los Angeles, California, and as Chief Investment Officer for First Coastal Bank in Manhattan Beach. He also served as Principal and Product Portfolio Manager at Smith Breeden Associates, Inc., where he managed Enhanced Cash and Enhanced Equity Strategies, along with the firm’s bank consulting group.
Robert earned a Bachelor of Arts degree in Business Management from North Carolina State University.