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53rd Annual Defense Credit Union CouncilConference & ShowcaseAugust 14 – 17, 2016 Boston, MAFINAL PROGRAMDefense Credit Unions:Power of the Past.Force of the Future
Defense Credit Union CouncilAn association of credit unions operating on military bases worldwideserving Department of Defense military and civilian personnel.2016 Defense CreditUnion Council CommitteesDefense Credit Union CouncilCredentials Committee:Sam Farace, Air Force FCU, TX, ChairHerman Quattlebaum, ABNB FCU, VABoard of DirectorsDenise Floyd, Fort Sill FCU, OKChairman, Representative-at-LargeFrank Padak, Scott CU, IL1st Vice Chairman,Representative-at-LargeLinda Miller, R.I.A. FCU, ILDefense Credit Union CouncilResolutions Committee:David Elliott, Fort Bragg FCU, NC, ChairLarry Coverstone, R.I.A. FCU, ILJack Fallis, Global CU, WADefense Credit Union CouncilTeller Committee:Jim Hayes, Andrews FCU, MD, ChairJeff Clark, Marine FCU, SCCynthia Cole, Infuze CU, MOScott Duszynski, Keys FCU, FLDefense Credit Union CouncilHall of Honor Recognition Task Force:Patsy Stuard, Fort Lee FCU, VA, ChairMike Martinez, Security Service FCU, TXRobert Hopper, Fort Sill FCU, OKFrank Padak, Scott CU, IL (DCUC BoardRepresentative)Michael Kloiber, Tinker FCU, OKSecretary, Air Force RepresentativeBarb Geraghty, ABNB FCU, VATreasurer, Navy/Coast GuardRepresentativeStewart Ramsey, Pen Air FCU, FLMember, Representative-at-LargeBill Birnie, Pacific Marine CU, CAMember, Marine CorpsRepresentativeGary Yonamine, Schofield FCUMember, Army Representative
Defense Credit Unions:Power of the Past.Force of the Future53rd Annual DCUC Conference SponsorshipsPLATINUM SPONSORArmed Forces Financial NetworkChairman’s Welcome ReceptionGOLD SPONSORSCO-OP SharedBranchingDCUC Mobile APPCUNA Mutual GroupO.M. Financial Group23rd Annual VADM VincentLascara Golf TournamentHall of Honor DinnerEntertainmentSILVER SPONSORSAllied SolutionsShowcase T-ShirtsCrews &Associates, Inc.IZALE Financial GroupHall of Honor ReceptionBeverage TicketsCustomized Hotel KeysRoute 66FTN FinancialInternet CaféSupport EXPMilitary Awards LuncheonHead TableName Badges and LanyardsSWBCFinal Showcase ReceptionBRONZE SPONSORSBFB GallagherCorporate One FCUFinal Program Back CoverConference Pocket ScheduleD. HiltonAssociates, Inc.Conference Refreshment BreakPlease be sure to thank these companies for their generous sponsorships!1
Defense Credit Unions:Power of the Past.Force of the FutureGENERAL INFORMATIONWelcome to the 53rd Annual DefenseCredit Union Council Conference heldthis year at the beautiful and historicFairmont Copley Plaza Hotel in Boston,Massachusetts.DCUC MOBILE APPBack by popular demand! Once again,the DCUC Mobile APP will be available todownload. This interactive app will allowyou to view our conference schedule,explore sessions and speakers, specialannouncements, and interact withother attendees! Use the QR codebelow to download the app now; visithttps://bit.ly/DCUC2016APP; or go to theApple App Store or Google Play store andsearch Defense Credit Union Council.Sponsored by CO-OP Financial ServicesHALL OF HONOR TABLE SEATINGReserve your table in advance for the Hallof Honor dinner by visiting the DCUC tablein the Showcase.NO SMOKING POLICYPlease be advised that due to a cityordinance, smoking in all work places,including hotels and restaurants isprohibited. Smoking in any guestroom willresult in a 300 cleaning fee.TOUR BUS TRANSPORTATIONPick up/Drop off for golf and all tours willbe at the rear lobby doors on Trinity Place.WHAT TO WEARConference Sessions - Business casualTours – Comfortable shoes and summerclothingChairman’s Reception – Casual attire issuggested, but the theme is “PatrioticBoston Welcome” and optional attire is red,white and blueHall of Honor Banquet – Coat and tie forgentlemen and cocktail attire for ladies isrequestedMEDICAL EMERGENCIESThe Fairmont Copley Hotel is recognizedas a cardio-ready facility with Boston’smedical emergency services. Should anemergency occur in your area, dial 66 fromthe phone or dial 0 for the hotel operator,give the exact location of the emergency.Security will be dispatched immediately.EVALUATIONSConference evaluations will be availableduring and at the conclusion of theconference. Please help us in our futureplanning by giving us your feedback.DCUC LOUNGEThis year, we are pleased to offer a DCUCLounge from Monday-Wednesday, toinclude our Internet Café (sponsored byFTN Financial), a separate room for smallmeetings and an area to quietly relax ornetwork. Feel free to reserve space bychecking at the Registration Desk.The Defense Credit Union Council: “Serving Those Who Serve Our Country”3
Defense Credit Unions:Power of the Past.Force of the Future2016 Conference Program(*All events with an asterisk have been changed from the Preliminary Program)PRE-CONFERENCE ACTIVITIES:Saturday, August 13TIMEEVENT6:00Bus leaves the Fairmont for the Golf Tournament7:3023rd Annual VADM Vincent LascaraGolf Tournament Shotgun Start(Awards Lunch will be provided inthe clubhouse after the Tournament)Sponsored by CUNA Mutual Group8:00 – 11:00DCUC Registration Desk Open4LOCATIONRed Tail Golf ClubMain LobbyOptional TourBoston Freedom Trail with Paul RevereLunch at the Union Oyster House9:00 – 2:00Sunday, August 14TIMEEVENT8:00 – 5:00DCUC Registration Desk OpenLOCATIONMain Lobby10:45 -11:45 Overseas Defense Credit Union Sub-Council Meeting11:55Meet in front of Showcase for Ribbon Cutting12:00 – 2:00DCUC Showcase Grand OpeningDCUC Boston Tea Party and LunchCopley RoomGrand Ballroom LobbyGrand BallroomThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FutureTIMEEVENTLOCATION2:15 – 3:15DoD IssuesMr. Bill HawbeckerDirector, Banking and Credit Union ProgramsDefense Finance & Accounting Service3:30 – 4:00Military Breakout Sessions with Military RepresentativesArmy: CPT Christopher J. AndersonMarines: Mr. Dave FuquaNavy: Ms. Elise NewtonAir Force: Mr. Jim SissonState Suite B(Lower Level)State Suite BForumForumCommonwealthRefreshment BreakSponsored by D. Hilton & Associates4:005Attend the Following Breakout Sessions and Be Eligible to Win Cash Prizes!4:10 – 4:45Corporate Partner Breakout Presentations - SESSION 1State Suite BThe Future ofShared BranchingNina Kopp, CO-OPFinancial GroupCommonwealthForumBack BayChanging Paymentsfrom the InsideExecutive Benefits:Strategies to RetainKey ExecutivesInvesting inMunicipal Bondsfor Credit UnionsChris Burns-Fazzi,BFB GallagherMatt Blevins,Crews & AssociatesChristopher Petersen,AFFNThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FutureSunday, August 14 (con’t)TIMEEVENTLOCATION4:55 – 5:30Corporate Partner Breakout Presentations – SESSION 2State Suite BCommonwealthForumMergers as a GrowthStrategyExecutive BenefitPlanning – WhereDo You Start?Lending Safely toHigher Risk MembersBrian Kidwell,D. Hilton & Associates, Inc.Chris Richardson,IZALE Financial GroupJohn Flynn, Allied Solutions65:40 – 6:15Corporate Partner Breakout Presentations – SESSION 3State Suite BCommonwealthForumHave you evaluated yourCredit Union’s 457(f)Supplemental ExecutiveRetirement Plan (SERP)lately?Protecting ourService-members: TheMilitary Lending ActBoost CharitableDonations WhileSupporting Your CreditUnion’s Bottom LineBruce Smith and Chris Jones,O.M. Financial GroupLeah Hamilton, SWBCPeter Sullivan,CUNA Mutual GroupChairman’s ReceptionTop of the HubSponsored by the Armed Forces Financial NetworkPrudential CenterShuttle buses will be available throughout the evening(All registered attendees, exhibitors and guestsare welcome to attend!)Patriotic Boston Welcome: Wear your Red, White and Blue!6:30 – 8:00The Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FutureMonday, August 15TIMEEVENT*7:00 – 4:00DCUC Registration Desk Open*7:00 – 8:00Breakfast with our Corporate PartnersPrize drawing for Corporate Breakout sessions at 7:45 a.m.Opening CeremonyPresentation of the National Colors:The Hanscom Air Force Base Patriot Honor GuardNational Anthem: Macey QuigleyInvocation:Mr. Charles Miller II, CSM (R) USARedstone Federal Credit Union*8:30 – 8:45 WelcomeBG John Hammond, USA (R)Executive Director, Home Base Program*8:15 – 8:308:45 - 9:00Opening RemarksThe Honorable J. Mark McWattersBoardmember, NCUA9:00 – 10:00PictureKeynote SpeakerMr. Dennis Dollar, Principal Partner,Dollar Associates, LLCLOCATIONMain LobbyGrand BallroomOval BallroomThe Defense Credit Union Council: “Serving Those Who Serve Our Country”7
Defense Credit Unions:Power of the Past.Force of the FutureMonday, August 15 (con’t)TIMEEVENT10:00 – 10:15 Refreshment Break10:15 – 11:15 Featured SpeakerMr. Paul Moya, CEOMillennial LabsInternational Millennials & Gen Y Authority8LOCATIONVenetian RoomOval Ballroom11:15 – 12:15 General SessionMr. Mark C. MeyerCEO, Filene Research InstituteOval BallroomLunch Buffet in the ShowcaseGrand Ballroom12:15 – 1:151:30 – 2:15Oval BallroomVice Admiral Herman A. ShelanskiNaval Inspector General, Department of the Navy2:15 – 3:00pictureMajor General Jay Hood, USA, RetiredFormer Commanding General, JTF Guantanamo3:00 – 3:15Refreshment BreakOval BallroomHot Market Session RoomsThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FutureTIMEEVENTLOCATION2016 Hot Market Issues - Attend one of two sessions below:3:15 – 4:15Hot Market Session One5 Critical Challenges Facing Credit UnionsAround the Member JourneyVenetian RoomRhonda Sheets, President/CEO, Support EXP Equipped with her proprietary, up-to-the-minute research results, RhondaSheets, Founder, President and CEO of Support EXP will focus on the fivecritical challenges credit unions face in delivering the ultimate memberjourney. During this action-oriented, high-impact session, Rhonda will sharestartling facts about the priorities, problems and predictions credit unionexecutives face today— and most importantly, reveal the single most-powerfulaction that credit unions need to take NOW to increase their chances ofwinning the challenges against all odds.3:15 – 4:15Hot Market Session Two Emerging Trends in Digital Engagementand Mobile ExperiencesBallroom FoyerKeith Riddle, SVP, Chief Product Management Officer, Corporate One FCU This session will provide an overview of the emerging digital technologies andchannel management solutions impacting credit unions and their members.Join us for an informative session that will provide insight regarding the keymarket drivers driving consumers to engage in digital solutions, a summaryof the disruptive effect various financial services and Fintech providers arecreating through mobile platforms, and an overview of the increasing use ofinnovative mobile technologies to enable dynamic user experiences.The Defense Credit Union Council: “Serving Those Who Serve Our Country”9
Defense Credit Unions:Power of the Past.Force of the FutureMonday, August 15 (con’t)10TIMEEVENTLOCATION4:30 – 6:00Networking Social Reception in the ShowcaseGrand Ballroom50/50 Drawing,Conclusion of the Silent and Live Auctionsupporting “Home Base,” a programdedicated to healing the Invisible Wounds of WarReception sponsored by SWBCEveningEnjoy free time with colleagues and clientsTuesday, August 16TIMEEVENTLOCATION7:00 - 10:30DCUC Registration Desk Open*7:00 – 8:00Continental Breakfast BuffetBallroom Foyer*8:15 – 8:30General SessionMr. Michael P. RadwayChief of Staff to NCUA Chairman Rick MetsgerOval BallroomMain Lobby*8:30 – 9:00Mr. Dan Berger, President/CEOOval BallroomNational Association of Federal Credit UnionsA NAFCU Legislative UpdateThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FutureTuesday, August 16 (con’t)TIMEEVENTLOCATION*9:00 – 10:00Dr. Daniel CooperSenior Economist & Policy Advisor, FRB Boston10:00 – 10:15 Refreshment BreakOval BallroomBack Bay Room (Lower Level)10:15 – 11:00 Educational Workshops (3 concurrent sessions)State Suite BUpdate on the MilitaryLending ActJoseph GoldbergProgram Officer, ConsumerCompliance Policy &Outreach, NCUA11CommonwealthForumStrategically Utilizing YourMortgage PortfolioFINRA’s 2015 NationalFinancial Capability StudyJerry Hubbard, President/CEO, FTN FinancialCapital Assets CorporationBud Schneeweis, Director,Military Financial Readiness,FINRA11:15 – 12:00 Repeat Educational Workshops12:10 – 1:30Military Awards LuncheonHead Table Sponsored by Support EXP1:45 – 2:002:00 – 2:45Voter RegistrationDCUC Annual Business Meeting*3:00 – 5:30Optional Tour: Fenway Park3:30 – 5:30Optional Tour: Boston Duck Boats7:00 – 7:30Hall of Honor ReceptionBallroom FoyerBeverage Tickets sponsored by Crews & Associates, Inc.Oval RoomBallroom FoyerThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FutureTuesday, August 16 (con’t)TIMEEVENT7:30 – 10:0017th Annual Hall of Honor Awards DinnerFeaturing North Shore AcappellaEntertainment sponsored by O.M. FinancialLOCATIONGrand Ballroom12Wednesday, August 17TIMEEVENTLOCATION8:00Continental Breakfast9:00 – 10:00General Session Closing SpeakerAmerica’s #1 Motivational TEAM BUILDER:Mr. Brian Holloway, Former Professional Football PlayerThree time Pro-Bowler, New England PatriotsCredit Union Member since 1972Oval Ballroom10:00Final Grand Prize Drawing and AnnouncementsConference ConcludesOval Ballroom10:30 – 4:30Optional TourAmerican History Tour of Lexington &Concord with Lunch at Colonial InnVenetian BallroomMeet at Rear Lobby DoorsThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
2016 DCUC SHOWCASEWITH A PURPOSEThis year, DCUC has selected Home Base, a non-profit dedicated tohealing the Invisible Wounds of War for post-9/11 service members,veterans and their families through clinical care, wellness programs,outreach, education and research.Since its founding in 2009, Home Base has worked in partnershipwith the Red Sox Foundation and Massachusetts General hospital. Itoperates the largest private sector program in the U.S. to achieve itsgoals of helping our Veterans and men and women in uniform.While our Showcase is primarily for networking with our CorporatePartners and our CU colleagues, we strive to “make a difference” byfocusing on giving back to our troops. Please take time to bid on theSilent Auction items donated by our generous friends, partners andcolleagues to give back to those in the military who need our support.TheirMission IsComplete.OursHas JustBegun.SPECIAL ACTIVITIES IN THE SHOWCASE12:00 – 2:00 p.m.Sunday Grand Opening DCUCBoston Tea Party and Lunchspecial handmade PatrioticBlanket made by EileenEhrsam of Pen Air FCU. Spend time in the DCUCShowcase and enjoy ourvery own Boston Tea Partyfeaturing Revolutionary HeroSandwiches and specialtyiced teas, as you meet andgreet our Corporate Partnersand your fellow credit unioncolleagues. Talk to our Showcaseparticipants to learn moreabout their upcomingBreakout Sessions.Attendees are eligible towin cash prizes on Mondaymorning if you turn in yourtickets after the session. Be sure to review theexciting Silent Auction itemsfor bidding. Visit each exhibitingcompany and have themstamp your DCUC ShowcaseCard for a chance to win 100 prize. Buy a 50/50 Raffle ticket tosupport Home Base. Purchase a raffle ticket ifyou’d like to win this year’s7:00 – 8:00 a.m.Monday Morning AppreciationBreakfast in the ShowcaseThank our Corporate Partnersfor their participation andshare breakfast at theirReserved Table before theOpening General Session!Prize tickets will bedrawn for attendees ofthe Sunday BreakoutSessions at 7:45 a.m.12:15 – 1:15 p.m.Monday Lunch BuffetRelax and unwind before theafternoon sessions with adelicious Pasta and Saladbuffet.4:30 – 6:00 p.m.Monday Social ReceptionEnjoy beverages and lightsnacks during the veryspecial Final ShowcaseReception. Win 100 byhaving each exhibitor stampyour “America’s ColonialRevolutionary Heroes” PrizeCard. Drawing will be at 5:30p.m. And enjoy the alwaysexciting and entertaining LiveAuction featuring our veryown Arty Arteaga! Last, butnot least, stay for the amazing50/50 Raffle results beforeheading out with colleaguesfor a night on the town.
Defense Credit Unions:Power of the Past.Force of the Future2016 DCUC SHOWCASE CORPORATE PARTNERSPLATINUM SPONSOR11601 Roosevelt Blvd., TA 94St. Petersburg, FL 3371614SILVER SPONSOR6111 W. Plano Parkway #2500Plano, TX 75093727 227 2880800 826 lliedsolutions.netRepresentatives:John BrodaAnn MorschJeff RiesenbergerRepresentatives:Bonnie JacobsonBob LiumFred CaprioThe mission of the Armed Forces FinancialNetwork (AFFN) is to provide quality productsand services for participating financialinstitutions serving the U.S. military communityworldwide. AFFN is co-owned by DCUC andAMBA, and strategically partners with FIS forEFT switch management services.Allied Solutions is proud to be one of thenation’s leading providers of insurance, lending,and marketing solutions for financial institutionsand other affinity organizations. We are focusedon helping our clients grow their bottom line,protect their business and consumers, andevolve to stay ahead of the competition.www.AFFN.orgwww.alliedsolutions.netThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FutureClearPoint270 Peachtree Street NW, 18th FloorAtlanta, GA 30303877 877 1995BRONZE SPONSORemail:allie.vered@clearpointccs.org4600 Park Road, Suite 200Charlotte, NC 28209Representative:Robert Smith877 332 2265ClearPoint is a national non-profit organizationproviding:-Budget, credit and debt counseling-A full range of housing support, including prepurchase education, foreclosure preventionor loan modification assistance, and reversemortgage counseling-Bankruptcy certificate courses-Student loan help and long-term financialadvice-Services in both English and Spanishemail:Chris BurnsFazzi@ajg.comRepresentatives:Chris Burns-FazziTyler QuigleyJennifer JacksonBFB Gallagher consults on Executive BenefitPlans, including innovative methods to offsetthe cost of these plans. We provide toolsfor attracting and retaining executives. Ourcustomized solutions focus on regulatorycompliance, from board education toimplementation and administration. BFB isthe NAFCU Partner for Executive Benefits andCompensation Consulting.www.Clearpoint.orgwww.BFBbenefit.comThe Defense Credit Union Council: “Serving Those Who Serve Our Country”15
Defense Credit Unions:Power of the Past.Force of the FutureBRONZE SPONSORGOLD SPONSOR9692 Haven AvenueRancho Cucamonga, CA 91730909 753 ina KoppSarah BangCO-OP is the ultimate resource for technology,services and ideas that empower credit unions:Convenient, nationwide touchpoints; Completepayment solutions; The latest in mobile andvirtual tools for self-service transactions. COOP’s financial technologies strengthen memberrelationships by making it easier to accessaccounts. Created to service credit unionsexclusively, we offer more products to morecredit unions – and ultimately serve moremembers – than any other organization. CO-OPdelivers what credit unions need to be - themost convenient option among competingfinancial services providers.NEW THIS YEAR8700 Orion PlaceColumbus, OH 43240866 692 :Keith RiddleMercedes RodriguezCorporate One FCU is one of the nation’s largestand most progressive cooperative corporatecredit unions with more than 5.5 billion inassets under management, serving nearly 850credit unions nationwide.www.corporateone.coopwww.co-opfs.orgThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FutureSILVER SPONSOR521 President Clinton AvenueSuite 800Little Rock, AR 72201-1729800 766 2000 ext. 2447email:dhenry@crewsfs.comRepresentatives:D. Henry BlevinsMatt BlevinsThe investment professionals at Crews &Associates know how to manage and growyour money, whatever the economy throwsyour way. We even have an entire team thatworks exclusively with credit union investmentmanagers to advise and assist them with theirinvestment needs – which means we knowwhat works just for you. When it comes time tomake your investment decisions, turn to Crews& Associates for advice you can trust andproducts you can count on.www.crewsfs.comGOLD SPONSOR5910 Mineral Point RoadMadison, WI 53705800 356 ives:Janet McDonaldThomas HeydenScott AlbraccioPeter SullivanCUNA Mutual Group helps people plan, protectand invest for their future – regardless of theirfinancial standing. The company was foundedmore than 80 years ago by credit unionleaders who were looking for an insuranceand investment partner they could trust. Today,CUNA Mutual Group helps credit unions andhardworking Americans build financial securitythrough commercial and personal insuranceproducts; lending and payment securitysolutions; and risk management, retirement,investment and marketing services.www.cunamutual.comThe Defense Credit Union Council: “Serving Those Who Serve Our Country”17
Defense Credit Unions:Power of the Past.Force of the FutureExecutive Benefits Solutions1603 Carmody Ct., Suite 300Sewickley, PA 15143BRONZE SPONSOR9450 Grogan’s Mill Road, Ste 200The Woodlands, TX 77380281 719 2125email:briank@dhilton.comRepresentatives:Brian KidwellJohn Andrews18D. Hilton Associates, Inc. provides consultingservices to credit unions nationwide. Ourpractice areas are Executive Recruiting,Compensation Planning, Retention &Retirement, and Strategic Services.www.dhilton.comEvans, Simpson &Associates, Inc. (ESA)P.O. Box 1549Snellville, GA 30078-1549877 720 6886 ext 504email: Christian@ebstoday.comRepresentative:Christian ZernichExecutive Benefits Solutions developsinvestment strategies to help credit unionscontrol employee benefit expenses and retainkey executives who implement and managethose strategies.www.EBStoday.comeZforex.com, Inc.213 N. Fredonia StreetLongview, TX 75601903 248 4090email: evan.shelan@ezforex.comRepresentatives:Evan ShelanJeremy Joseph770 982 1420 or 800 676 1609Evans, Simpson & Associates (ESA) is a leaderin Collateral Protection Insurance (CPI). Wehave provided quality insurance products andfinancial solutions for credit unions and theirmembers for over 40 years. Please contact ustoday to learn more.eZforex is the place to go for exchange andinternational payments. eZforex’s new DoddFrank-compliant global payment solutionprovides the origination application forFedGlobal international ACH as a unique,cost-effective method for members to sendinternational payments via the Federal Reserve.Acting as a front-end technology provider,credit unions enjoy seamless interface for bothcurrency exchange and originating internationalpayments.com, Inc. eZforex.com, Inc is thecredit union’s vendor of choice for eve ModlinThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FutureFinancial Supermarkets, Inc.GreenPath Financial WellnessP.O. Box 1450Cornelia, GA 3053136500 Corporate DriveFarmington Hills, MI 48430706 778 1199248 488 0487email:bwingate@supermarketbank.comemail: dbrady@greenpath.comRepresentatives:Beau WingateMac EricksonFor over thirty years, Financial Supermarkets,Inc. is the nation’s leader for attractive,functional, and professionally designed in-store,on-site and storefront financial centers.Representative:Doug BradyA CUNA Strategic Service Provider that workswith credit unions who are concerned about thefinancial health of their members by offeringnon-profit credit nk.comIWS5901 Broken Sound Parkway, NWSuite 400Boca Raton, FL 33487SILVER SPONSORNEW THIS YEAR!3344 Peachtree RoadSuite 1965Atlanta, GA 30326404 920 1601email: nne MoultonMitchell ReddFTN Financial is an industry leader in fixedincome sales, trading and strategies forinstitutional customers worldwide.561 981 7029email: rtroni@iwsgroup.comRepresentatives:Mike LeonShawn MurphyIWS is a leading provider of VSA/MBI/GAPprotection to credit unions nationwide, offeringmembers’ peace of mind that goes beyond theactual products to include service after thesale.www.iwsgroup.comwww.ftnfinancial.comThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FutureJohn M. Floyd & Associates125 N. Burnett DriveBaytown, TX 77520800 809 2307email: info@JMFA.comSILVER SPONSORRepresentatives:Michelle FoxLinda Meyer210 643 3399JMFA offers proven strategies for improvingincome, reducing expenses, streamliningoperations and maximizing resources to achievemore.2400 Big Timber Road, Suite 103AElgin, IL s RichardsonPhil AdertonIZALE helps clients Value People (throughnonqualified benefits), Improve Earnings(through BOLI, Managed Accounts and feeincome strategies) and Protect Assets (throughkey-person and member-focused programs).www.IZALEFG.comwww.JMFA.comLa Macchia Group, LLC157 N. Milwaukee StreetMilwaukee, WI 53202414 223 :Dave ThrondsonMark MilliganLa Macchia Group, LLC is a comprehensiveconsulting and design-build firm creatingfinancial institutions that are brand-centeredfacilities, providing repeatable market capturestrategies with documented results.www.lamacchiagroup.comThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FutureLightbulb PressWELCOME BACK!440 Park Avenue South3rd FloorNew York, NY 10016212 485 en MorrisVirginia MorrisTwo of our guides—A Salute to Smart Investingand the Veterans Handbook: Tactics for CivilianLife—have benefited hundreds of thousands ofour military men and women and their families.Lightbulb articles, web content and guidesprovide clear, helpful, practical, and completelyobjective information on all aspects of personalfinance, including retirement planning, homefinance, meeting financial goals, using credit,and basic money management.Our customized educational materials andworkshops are ideally suited for financialreadiness programs and outreach initiatives forconsumers and the professionals who servethem.www.lightbulbpress.comMember WealthManagement Advisors, LLC302 Bulifants Blvd, Suite 201BWilliamsburg, VA 23188757 725 entatives:Kevin PaaschTodd HasslerWe offer investments, insurance and financialplanning to members, credit unions andexecutives.21www.memberwealthadvisors.comNew GroundNEW THIS YEAR!15450 S. Outer 40 DriveChesterfield, MO 63017636 898 m WhiteJoe DiAntonioNew Ground designs and builds customfacilities for financial institutions. For overa century, we’ve been helping organizationscreate innovative facilities that drive growth andperformance.www.newground.comThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FuturePurple Heart Homes1551 Salisbury HighwayStatesville, NC 28677203 984 2138GOLD SPONSORemail:vthomas@phhusa.org516 639 0556Representatives:Vicki ThomasDale Beatty6800 Jericho Turnpike, Suite 202WNew York, NY 11791email: ruce SmithChris JonesHaving pioneered Collateral AssignmentSplit Dollar programs, O.M. Financial helpscredit unions offer competitive, cost-effectiveemployee benefit solutions. With officesthroughout the country, O.M. Financial isdedicated to helping credit unions growstronger and more profitable.Purple Heart Homes adapts and renovateshomes for older disabled veterans so they cansafely age in place. All work done at no costto the veteran or their caregiver and providesdisabled Iraq and Afghanistan veterans with anopportunity to become homeowners.www.PHHUSA.orgR.A. Rogers, Inc.NEW THIS YEAR!P.O. Box 3302Crofton, MD 21114www.omfingroup.com301 858 1200PFP Servicesemail: tmcdavid@rarogersinc.com34 Prindle Hill RoadP.O. Box 1500Orange, CT 06477410 459 9335Representatives:Tracey McDavidCeilia Mesheyemail: ftaddeo@pfpservices.comThird Party Collections - “The Credit Union’sCollection Agency”Representative:Frank Taddeowww.rarogersinc.comBusiness Development Specialistswww.pfpservices.comThe Defense Credit Union Council: “Serving Those Who Serve Our Country”
Defense Credit Unions:Power of the Past.Force of the FutureSILVER SPONSORSILVER SPONSOR1793 Hwy 201 NorthMountain Home, AR 72653800 808 Rob FinleySteve TomlinsonMatt BennettRoute 66 Extended Warranty is a leadingprovider of vehicle and powersport extendedwarranties to credit unions nationwide. Withover 30 years’ experience and an extensiveunderstanding of lenders’ unique needs, weoffer the perfect balance of coverage, cost andon-going service that helps guide our clients toexpansive collateral protection while boostingsales and income.www.route66warranty.com830 E Franklin StreetCenterville, OH 45459800 444 5465email: karriola@supportexp.comRepresentatives:Lew ThomsonJosh DonegiaDavid HilbigSupport EXP is the leading innovator in marketresearch and actionable analytics in thefinancial industry. We’ve partnered with someof the nation’s most progressive credit unionssince 1997, capturing nearly 1,000,000service experiences fr
Internet Café Support EXP Military Awards Luncheon . Mr. Charles Miller II, CSM (R) USA Redstone Federal Credit Union *8:30 - 8:45 Welcome BG John Hammond, USA (R) Executive Director, Home Base Program . 3:00 - 3:15 Refreshment Break Hot Market Session Rooms "Ser v y" 9 Pow ast.Force of the Future
