Sunday Session I:  "The Strategy of Planning"

Speaker: Tom Long

Title: Founder 

Organization: The Long Group


Thomas J. Long, Jr., founder and principal of The Long Group, has over 30 years experience in research, strategic planning, product management and development, and marketing. Tom Long assists organizations including banks, credit unions and insurance companies in building brand identity, managing service quality, segmenting markets, evaluating distribution channels and conducting product feasibility analysis. Tom Long completed his undergraduate degree work at Boston College and received his Masters in Business Administration (MBA) from the Whittemore School of Business and Economics at the University of New Hampshire. Tom Long has been a guest lecturer at the Boston College Carroll School of Management MBA program, speaking on the topic of driving revenue and measuring effectiveness. He has also been the keynote speaker for the American Marketing Association on the topic of image advertising and branding and a presenter for the numerous banking associations.




Sunday Session II: "Understanding the Basics of SERPs

Speaker: Tammy O'Hara

Title: Executive Benefit Consultant

Organization: OM Financial

Sunday Session III: "2020 Pivotal Moments - Open Discussion"

Moderator: Kathy Budd

Title: President & CEO

Organization: NCUMA

Monday Session I: "The Road Ahead: An Economic Outlook"   

Monday Session II: "The Credit Union of the Future"

Speaker: Cristian deRitis

Title: Senior Director, Consumer Credit Analytics

Organization: Moody's Analytics

Cristian is a senior director who develops credit models for a variety of asset classes. His regular analysis and commentary on consumer credit, housing, mortgage markets, securitization, and financial regulatory reform appear on Economy.com and in publications such as The Wall Street Journal and The New York Times. Cristian has a PhD in economics from Johns Hopkins University and is named on two US patents for credit modeling techniques.


Tuesday Session I: "Maserati Misery"

Tuesday Session II: "Third Party Vendor Compliance Verification"

Speaker: Frank Drake

Title: Partner
Organization: Smith Debnam Narron Drake Saintsing & Myers

Franklin Drake has practiced in the Raleigh, North Carolina law firm of Smith Debnam Narron Drake Saintsing & Myers for 25 years, following a sixteen year practice specializing in creditor's rights, bankruptcy, and repossession law in Louisville, Kentucky.

Mr. Drake graduated from the University of North Carolina in 1975 with a B.A. with honors and with his law degree in 1978. He has practiced in North Carolina, Kentucky, West Virginia and the federal courts of southern Indiana. For the last 38 years in 40 states, he has lectured regularly at practical training courses, bankruptcy and regulatory compliance programs and webinars. Sponsors include NASCUS, CUNA, NAFCU, ACUIA, AACUL, NCUMA, state regulators and more than two dozen state credit union leagues across the US.

For the past 40 years, Frank has advised and represented most of the major secured and unsecured financers on secured lending, bankruptcy and regulatory compliance matters. He especially enjoys guiding his clients around compliance pitfalls and how NOT to get sued.


Wednesday Session I: “Bank” Differently—The Power of Differentiation in Commodity Markets"

Wednesday Session II: "Everyone Hates Annual Evaluations—And for good reason. It’s Time to Develop Talent"

Speaker: Matt Purvis

Title: President
Organization: Purvis Management

A dynamic, multidisciplinary business leader, Matt Purvis drives organizational profit by creating charismatic brands and organizations that bring their brands to life. Creator of Animation Systems™, Matt is a frequent industry speaker, business thought-leader, and marketing innovator.

Named a top-twenty rising business leader by Oregon Business Magazine, Matt’s career covers wide-ranging territory. He has managed presidential political campaigns, worked as a fully licensed securities agent, led Northwest Community Credit Union’s marketing, sales and branch operations as Chief Experience Officer and is the former President & CEO of Burley Design Cooperative, an award-winning, worker-owned sporting goods manufacturer.

Fascinated by the intersection of leadership, branding, and motivation, Matt is passionate about helping organizations differentiate themselves in hyper-competitive markets. These interests led Matt to launch his own business to help organizations innovate through strategic planning, leadership development and management training, target market and marketing assessment, and brand-based sales training.




P.O. Box 333
Cumming, GA 30028

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