See below for our expert lineup from the 2020 event
VP, Partnership Development
Elan Financial Services
Bill Bierman is experienced in diverse business endeavors including leading professional service organizations, delivering new business growth, optimizing service delivery and operations, consulting via continuous improvement methods. He has helped financial organizations for over 20 years solving inherent challenges and capturing various opportunities. For 5 years with Elan Financial Services, Bill has been helping credit unions address credit card program needs for their members.
Co-founder and CEO
An MBA graduate from the Wharton School and an engineer by training from BITS Pilani, Ashish spent his early career in high-tech, as a Product Manager working closely with customers from around the world. Ashish saw, first-hand, the changes in customer buying behavior - and the challenges that these changes have brought to traditional marketing, sales and service techniques. That is when the idea of Eltropy was born.
Ashish founded Eltropy with the vision of simplifying the buying experience for customers - and the engagement experience for businesses. What started as an idea, is now a revolution in the making - with customers around 23 countries leveraging Eltropy every day to make better buying decisions by leveraging the power of smartphones, text messaging and curated content.
Vice President Senior Sales Executive
Most commonly known as Trish in the EFT world, she believes in helping businesses of all sizes to stay competitive and compliant by offering innovative solutions and consulting through her in depth knowledge and experience in the financial industry.
Trish began her carrier as a branch manager in Wilmington, Delaware and moved over to roles including VP of Treasury Services, EVP of Operations and Treasury Management, and an SVP Operations at First Charter Bank. She is a graduate of the University of Charleston with a Bachelor of Arts degree.
Risk Services Manager
What a unique background, yielding one-of-a-kind insights. Ben Hayden has been a law enforcement official and a bank security officer … and now he’s a SHAZAM cybersecurity expert. Ben identifies the most critical areas of risk for your institution and allows you to walk away with practical advice and new perspectives on your role in protecting your institution from physical and virtual risks. He helps financial institutions mitigate risks in information technology, cybersecurity, physical security and BSA compliance. Ben holds master’s degrees in both computer engineering and information assurance, is a certified anti-money laundering specialist and member of the Association of Certified Anti-Money Laundering Specialists. He has additional certifications and extensive training in electronic investigations, digital forensics and active shooter response.
Senior Analyst/VP of R&D
Mark H. Smith Inc.
Jeff is currently a senior analyst and vice president of research & development at Mark H. Smith Incorporated. Jeff joined MHSI in 2010 and has designed and built CECL, ALM, and deposit decay models. Jeff has also created an interactive peer analysis, deposit analytics, and loan analytics. His goal is to continue to bring affordable, simple to understand models and analytics to credit unions of all sizes.
Jeff received his master’s degree in finance from the University of Utah and his bachelor’s degree in accounting from Utah State University. Jeff lives in Farmington, Utah with his wife and son.
Vice President of Training
Member First Mortgage
Working from the CUSO’s Western division office in Plano Texas, he oversees training and business development for the CUSO. Wallace has over 30 years of experience in various roles as a loan officer, appraiser and construction lender and public speaker. His focus is to provide valuable training that will educate and assist your institution in achieving your desired goals with your mortgage program. His position also provides the perfect platform for sharing his extensive knowledge in both the mortgage industry and regulatory compliance arena as a public speaker.
Prior to joining Member First Mortgage, Wallace spent 21 years with CU Members Mortgage with the last 15 years serving as National Training Director. He was a regular speaker at industry conferences, league events and home buyer seminars. Wallace developed material and led training activities for all credit union partners, including program and product trainings, loan officer and compliance sessions. Wallace managed the rollout and maintenance of a mortgage application custom point of sales website for over 400 credit unions.
Insight HR Strategies
Susan Looney has over 28 years of strategic human resources experience in the credit union industry. She has successfully worked with many different credit unions and assisted them in developing strategies to improve not only their human resources activities, but their culture, communication and the skills of their management teams.
Susan Looney was with Cornerstone Credit Union League/Credit Union Resources for over 22 years as the Sr. VP of CU Resources. In her last position at CU Resources, she managed over 45 employees and various lines of business including executive search, HR consulting, financial auditing, strategic planning and compliance consulting. She has served on a credit union board of directors for 5 years. Susan recently started her own HR consulting company, Insight HR Strategies.
Susan has a degree in Personnel Administration from the University of Kansas. She has her SPHR (senior profession in human resources) and SHRM-SCP (senior certified professional).
Taylor Nadauld, PhD
Taylor is the Chief Economist for Visible Equity, an nCino company, where he heads industry research and analysis. Dr. Nadauld earned his doctorate degree in Finance from The Ohio State University and his undergraduate degree is in Economics. He has also published papers in the Journal of Financial Economics, Review of Financial Studies and Real Estate Economics. Taylor enjoys traveling, outdoor activities, and spending time with family. He is a former All- American Rugby player and was named to the U.S. Men’s National Rugby Team in 2001.
Information Security Analyst
Vikash came to TraceSecurity through the Apprenti Louisiana program, which provided certified technical training in networking, information security, and ethical hacking. At TraceSecurity, he works on information security audits, risk assessments, and penetration testing. Vikash has earned CompTIA Network+ and Security+ certifications, and holds a degree in Psychology from Angelo State University.
President & CEO
Eric grew up rural Northwest Ohio with his extended farming family and claims to have started in the family’s financial services business while learning the alphabet by filing client folders. Since graduating with a bachelor’s degree in quantitative economics, Eric has been providing solutions to credit unions, healthcare institutions and non-profit clients for over 20 years. First licensed in the financial services industry in 1997 with Northwestern Mutual Life, then transitioning to a consulting career in hospital revenue cycle management and patient medical records, Eric has consistently delivered value added strategies to client organizations. Taking an opportunity to follow a passion, Eric became the president and general manager of a regional ski and snowboard resort and then earned an MBA in Corporate Finance and Strategy. Joining the family business in 2009 in an analyst role, 2012 in a representative role, and as president and CEO starting in 2018, Eric has successfully moved Stearns Financial Group into being a leader for custom retention and retirement solutions for high performing non-profit organizations. Eric holds a bachelor’s degree in quantitative economics and an MBA in Corporate Finance and Strategy from the University of Rochester and lives in Cincinnati, OH with his wife Portia and sons Elliott and Griffin.
Glenn C. Van Deusen
President & Founder
Van Deusen & Levitt Associates, Inc.
Glenn is a proven branding expert, and a trusted advisor to leaders of organizations around the world.
Glenn is passionate about sharing how every organization, regardless of size, can apply best-in-class branding and marketing methods to accelerate their growth and stop wasting marketing money. His strategic guidance and counsel is driven by more than 35 years in leadership roles at powerhouse Fortune 100 companies as well as start-up ventures. His keen insights and ability to reveal and leverage rational and emotional brand equities has transformed organizations, allowing them to save millions of dollars and achieve business gains of 100%, 200%, and more.
Glenn has helped credit unions with assets of $110 million to over $9 billion use the strength of their brands to achieve significant increases in membership, assets, and employee engagement. As a featured presenter, Glenn shares his proven, trademarked process for creating more powerful, business-building brands and provides practical solutions that can be applied to any organization. Glenn has been a Manager, Business leader, President, Trustee, Board member, Entrepreneur, Advisor, and Executive coach. His message has been featured at credit union conferences and in BrandWeek, Credit Union Magazine, Financial Brand, CU Broadcast, and Money Summit. When he’s not busy sharing industry-shaping branding insights, Glenn contributes his energy to philanthropic and civic organizations.
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