Sunday Session: "NCUA Update"
Speaker: NCUA Representative
Organization: National Credit Union Administration
Sunday Session: "Data Driven Strategies for Growth”
Speaker: Bernard McLaughlin
Organization: Point Breeze Credit Union
Bernie McLaughlin is currently President/CEO of the $780 million Point Breeze Credit Union, a position he has held since February 2013.
Prior to Point Breeze Credit Union, Bernie was President/CEO of Members First Credit Union in Manchester, NH. During his 39-year financial services career with financial institutions ranging from an $8 billion bank to a small credit union with $134 million in total assets.
Point Breeze Credit Union has won numerous national, regional and local industry awards including:
2019 Baltimore Business Journal’s (BBJ) Best Places to Work
2019 Hunt Valley Business Forum’s “Business of the Year”
2018 Excellence in Technology Award from CUNA
2017 Baltimore Sun Top Workplace Award
2016 CUNA’s National Dora Maxwell Award for Community Service
2015 Credit Union Journal “Best Places to Work”
2014 Excellence in Operations, Sales & Service Award (CUNA).
He currently volunteers as a Coach/Mentor with the St. Paul’s Bridges Program which supports the long-term success of motivated East Baltimore City youth (ages 9-18).
Bernie is a past Board Member of the MD/DC Credit Union League, where he served as Co-Chair of their Advocacy Committee.
He holds a Bachelor of Arts degree in Public Affairs/Journalism; he is also a graduate of the ABA’s Stonier Graduate School of Banking at Georgetown University and the ABA’s Commercial Lending School at Southern Methodist University (SMU).
Sunday Session: "Data Driven Strategies for Growth”
Speaker: Thomas J. Long, Jr.
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.
Monday Session I: “The Road Ahead: An Economic Outlook”
Monday Session II: “The Credit Union of The Future”
Speaker: Cristian deRitis
Title: Chief Economist
Organization: Moody’s Analytics
Leading economist; recognized authority and commentator on personal finance and credit, U.S. housing, economic trends and policy implications; innovator in econometric and credit modeling techniques.
Cristian deRitis, Deputy Chief Economist at Moody’s Analytics, specializes in assessing the economy’s impact on household finance, housing, credit markets and public policy. Named on two U.S. patents for credit modeling, he created loss forecasting and stress testing systems for financial institutions. He joined Moody’s in 2008, after serving as a director with Fannie Mae. He also was an adjunct professor of economics at Johns Hopkins University.
Tuesday Session I: "The Credit Union of 2020 and Beyond”
Tuesday Session II: "A New Seat at the Executive Table”
Speaker: Paula Tompkins
Title: Founder & CEO
Paula Tompkins is the CEO and founder of ChannelNet.
Paula is a technology entrepreneur, inventor, and a strategic visionary with a deep understanding of the application of marketing enabled by technology. Her long and illustrious career has established her as a leader in digital marketing, as well as in sales and service in omnichannel environments that include brick and mortar, online, mobile and call centers. She is a recognized authority on leveraging digital technologies to acquire, cross-sell and retain customers.
Tompkins started her career as a commercial banker in 1974, on Wall Street at the Bank of New York. (Now BNY Mellon) In 1975, she went on to break barriers at both 3M and General Electric In 1981, Ms. Tompkins went to work for her first of two start-up companies in San Jose, CA.
In 1985, Tompkins founded The SoftAd Group, Utilizing her technological expertise, Paula led the company’s creation of thousands of multichannel marketing and sales solutions for several Fortune 500 companies. She holds two U.S. patents for ChannelNet’s SiteBuilder software technology.
In her role as CEO of ChannelNet, Tompkins continues to innovate and is early to spot and solve for growing trends in digitalization and personalization. This led to the invention of OneClick Loyalty and OneClick Financial – both comprehensive SaaS platforms to help credit unions digitally interact with their customers in a meaningful and memorable way.
Wednesday Session I: "Credit Union Hot Topics”
Wednesday Session II: "Fraud Detection & Prevention”
Speaker: Stephen Schiltz
Title: Principle, Financial Institutions
Organization: CliftonLarsonAllen LLP
Steve is a principal in the Tucson office. He began his career with CLA in August 2002 after graduating from the University of Arizona. Over the years, Steve has gained extensive experience providing assurance and consulting services to credit unions and credit union service organizations. He has also undertaken considerable continuing education related to these areas. Steve is licensed to practice as a Certified Public Accountant in Arizona and Texas. He currently is a member of the AICPA, Arizona Society of CPA’s, and the Beta Gamma Sigma Honor Society. He received his bachelor’s of science degree in accounting, cum laude, from the University of Arizona, Tucson, Arizona. Steve shares his knowledge through national speaking engagements.
All sessions subject to change without notice.