Speakers

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Meet our lineup of conference speakers, all highly-regarded industry professionals. Plan to join them for timely sessions packed with fresh ideas and innovative solutions to the Issues facing today’s credit unions.

Ancin Cooley

Founder and Principal, Synergy Credit Union Consulting

Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy provides a range of risk management services to financial institutions, which include loan reviews, IT audits, internal audits, and regulatory compliance reviews. As principal of Synergy, Ancin manages a growing portfolio of clients throughout the United States.

Lynn Giuliani

President and Founder, Progressions, Inc.

Lynn Giuliani is the President and Founder of Progressions Inc. a consulting company specializing in Sales, Service and Leadership Training for Credit Unions and Community Banks. She has over 40 years of experience in the financial industry. Lynn’s thorough knowledge of banking helps her to create a personal rapport with her participants, as they know “she’s been there”!

Bruce Kempkes

Former Assistant Solicitor General & Assistant Attorney General

Bruce Kempkes is a former Assistant Solicitor General & Assistant Attorney General, Iowa Department of Justice.

  • University of Iowa Law School: graduated with distinction in 1980.
  • Central College (Pella, IA): graduated magna cum laude in 1977 with a B.A. in economics; recipient of the Economics and Business Management Departmental Award.
  • 18 years’ service on a credit union board; recipient of the Dora Maxwell Award for educational achievement.

David Reed

Attorney at Law, Reed and Jolly, PLLC

Attorney, author, consultant and nationally recognized speaker, David A. Reed is a partner in the law firm of Reed and Jolly, PLLC. Through Reed and Jolly, Mr. Reed provides guidance to credit unions concerning a variety of matters including the establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance. In addition to his legal expertise, Mr. Reed is Chairman of a Supervisory Committee and a 20 year League and Chapter volunteer. His engaging speaking style has garnered him status as a regular lecturer nationwide on topics such as regulatory compliance, examination planning, consumer lending, bankruptcy and collections. He offers facilitation services and a full range of on-site training programs that can be delivered to the board, executive team, managers or frontline staff.

Diane Reed

President, CUDoctor

Nationally recognized speaker, writer and communications professional, Diane Reed, currently serves as President of CUDoctor, a full-service credit union consultancy, assisting credit unions nationwide with human resource, marketing, community relations, compliance, sales, training and executive support. Prior to joining CUDoctor, Diane served for more than a decade as Vice President of Administration for a mid-sized credit union where she oversaw the credit union's Human Resources, Marketing, Business Development, Community Relations, Training, Compliance and Sales functions. Her unique integrated approach to culture creation and maintenance has already proven an asset to the credit union movement.

Shari B. Roth

Co-Founder, Captial iDEA

Shari has been working for three decades with executives, high potential leaders, and entrepreneurs to elevate their performance. Her clients benefit from her experience in holding key leadership positions in Fortune 500 companies, which gives Shari unique insight and understanding of the challenges business leaders face.

As a co-founder of CAPITAL iDEA, Shari Roth leverages her corporate experience to help leaders who strive for excellence and are committed to making a difference with the people that they employ. Shari has expertise in transformational leadership, building RightFit Teams, and breaking down unproductive barriers that exist in corporate cultures. CAPITAL iDEA, www.capital-idea.net, was named by South Florida Business Leader as one of the Top 100 small businesses.

Derek Wilson

President, CDO Advisors

Derek Wilson is an accomplished Senior Executive and Consultant with more than 20 years of success in the healthcare, insurance, energy, utilities, manufacturing, and financial services industries. Leveraging extensive experience in facilitating digital transformations, managing data and business intelligence, and leveraging data and technology to create process improvements.

He is the current President and Chief Executive Officer of CDO Advisors LLC, a consulting firm he started with the goal of helping companies implement business intelligence and analytics. He dedicates himself to providing digital transformation strategies for his clients and is able to apply his healthcare lifecycle and analytics experience to uncover solutions.