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.
CEO, Lendsys, LLC
Walt Agius has over 30 years’ experience consulting with and working for credit unions and CUSO’s. His expertise runs the gamut from credit union and CUSO CEO, to marketing to lending program development, including risk-based pricing and indirect lending to overall organizational development, staff training, all aspects of HR management, program design and business services development for CUSO formations and business start-ups.
Walt maintained his presence in the credit union marketplace as President/CEO of a CUSO owned by a billion-dollar credit union. He was also recently President/CEO of a credit union in the Los Angeles area. During his tenure as the credit union CEO, he facilitated the start-up and operation of a credit union owned auto dealership called Autoseekers.
The auto dealership and indirect lending experience led him to the development of a credit union specific automated lending technology/software platform that captures existing member loans from the point of sale marketplace, and he is currently engaged in ongoing development and national marketing of that system, called CU Lending Edge. CU Lending Edge and its associated companies, Lendsys, LLC and Lendgistics, LLC collectively provide lenders a complete front-end loan origination system unlike any other model in existence today.
Senior Consultant CU Lending Advice
Don first worked with Brett Christensen at Clark County Credit Union as one of his original hires and a member of his first sales team. While at CCCU, Don quickly moved through the ranks at the credit union, working in all areas of Sales and Lending. He eventually founded a CUSO owned by CCCU– Members Auto Brokerage Service, Inc.
Don joined up with Red Rocks Credit Union in Highlands Ranch, CO in 2007 and helped RRCU to establish a vibrant sales culture while transforming the Credit Union from full retail delivery to offering 100% of consumer loans and member service through remote delivery channels. This effort drove down operational expenses, reduced the FTE count, increased loans, total assets and net income.
Don’s unique leadership style and passion for Sales and Leadership have made him a sought-after speaker, trainer and strategist. He works with credit unions around the country helping them grow their loan programs, organizational design, lending technology and strategic planning.
Head of Strategy, Extractable
Jonah Burlingame is Head of Strategy at Extractable, a strategic consulting, design and data analytics agency exclusively focused on the future of financial services. Jonah’s career in digital spans nearly 20 years of which he has worked with clients such as BBVA, Charles Schwab, FirstData, as well as local banks, credit unions, and a multitude of fintechs to provide strategic guidance and user experience design expertise. Jonah has established himself as a transformational technology leader by building high-performing teams, advancing digital strategies, and delivering winning, innovative solutions for financial services clients.
Partner/Managing Director, Capstone
John has played a key role in the success of Capstone, Strategic, Inc. (Capstone) since 1996. The firm focuses on helping organizations grow successfully through proactive strategic growth programs. Capstone has particular expertise in assisting in acquisitions of closely-held not-for-sale businesses and has completed over US$1 billion in transactions. John leads Capstone’s client engagement teams and operations while advising clients on strategic external growth (acquisitions, investments, and partnerships).
President, 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”!
President, RTE Financial Services
Gary is the President of RTE Financial Services, LLC, a distributor of web based software to financial institutions. RTEfs also engages in consulting activities for financial institutions.
Prior to forming RTEfs, Gary was a consultant to credit unions, first with Counter Intelligence Associates/TRG and then as the owner of Gary Hess Consulting. Previous to his consulting work, Gary was employed by Bankers Systems, Inc. for twenty-five years. In his tenure with BSI he worked in the development of compliance documents, documentation software systems, component technology and served as BSI’s business development manager for the credit union market.
Gary’s current focus with RTEfs is web portals, consulting and industry education. Through RTEfs he continues his consulting work in the areas of strategic planning, CUSO development, member business services, including lending, deposits and training, risk based lending and consumer compliance.
Manager/Strategic Partnerships, Student Choice
David Rodriguez with Student Choice has a pulse on the student loan market, designing programs and delivery for credit unions to successfully break into the private student loan market. David brings his experience and insight to this session to help credit union leaders who partner with schools and universities understand today's market to best serve students and parents. David will cover the hot issues such as student loan refinance and the emergence of FinTech players. Attendees will learn what to expect in the coming decade and opportunities for credit unions serving schools, universities and students, of which student loans are a natural fit.
Chief Analyst, Extractable
Mark Ryan is the Chief Analyst at Extractable. He has worked with over 50 credit unions and banks using analytics to improve how prospective and current members interact with credit unions. Mark and his team generate insights and business cases from data sources such as web analytics, lending applications, contact centers, and online banking. This data is used to create competitive strategies for optimizing credit union services in an increasingly digital world. He is also a contributor and author for online publications such as Financial Brand and BAI.