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Below are the 2019 Credit Union Connect Speakers

 

Check back soon for our 2020 lineup

Ed Bourgeois

CEO

Auto Link and myEZ Car Care, LLC

Ed started his career as a CPA and spent 30 years in banking doing everything from teller, auditor, lender, CFO, President, CEO and Director. He got the entrepreneurial spirit, left banking, and started Auto Link and myEZ Car Care. Ed is happy share his industry insight as the only “credit union-centric” auto lending technology and marketing solution, helping credit unions address the paradigm shift in vehicle buying and financing.

ebourg@autolink.io    504-273-0337    BookMoreAutoLoans.com

Mike Burke

Senior Robbery and Crisis Management Consultant

SHAZAM

From teaching criminal justice classes, investigating bank robberies and embezzlement as a sergeant detective, and serving as the founding director of the Iowa Central Homeland Security Training Center, Mike Burke is an invaluable resource for organizations looking to improve their understanding and training in robbery and crisis management. His timely, comprehensive and thoughtful presentations regarding robberies, active-shooter scenarios and loss prevention help community institutions enhance their security measures and ensure regulatory compliance.

mburke@shazam.net     800-537-5427     www.shazam.net

Sean Farrell

CEO

QDS

Sean Farrell, CEO of QDS, is a recognized thought leader in the financial technology and automation space. QDS consults with financial institutions ranging from 10M to 50B in assets on proper ways to align technology, staffing, and client experience.

sfarrell@qualitydatasystems.com     (704) 282-2000     www.qualitydatasystems.com/

Patricia Gosnell

Vice President Senior Sales Executive

TransFund

Patricia Gosnell is a Vice President Senior Sales Executive at TransFund, 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.

pgosnell@transfund.com     713-446-5292     www.transfund.com

Keith Gray

Vice-President, Strategic Partnerships

The Clearing House

Keith Gray has 20 years’ experience in the financial services industry, with areas of focus being mobile, online banking, and payments disciplines. His career spans numerous early stage companies bringing new products to market, as well as the last 4 years at The Clearing House, where he is Vice-President, Strategic Partnerships.

keith.gray@theclearinghouse.org     (212) 613-0100     www.theclearinghouse.org

Allen Hudson

Chief Operating Officer

HudsonMann

Allen Hudson helps employers develop compliant Affirmative Action Programs and defend them in OFCCP audits. Allen also leads the compliance training and communications functions at HudsonMann. This includes monitoring changing regulations to ensure that all training materials, compliance resources and communications are up-to-date.

Allen holds a BA from St. John’s College and is dually certified as a Professional in Human Resources by the Human Resource Certification Institute (HRCI) and SHRM. He currently serves as the President of the South Carolina Industry Liaison Group.
Before joining HudsonMann, Allen was a secondary education teacher in geometry, pre-calculus, and English literature.

ahudson@hudsonmann.com     (843) 884-5557     https://hudsonmann.com/

Sundeep Kapur

Educator

Digital Credence

Sundeep is an educator focused on helping brands enhance consumer engagement. His insight driven workshops have helped many financial institutions define and implement a successful strategy for 2020 and beyond. He continues with his efforts to research and enhance the learning to make it actionable and relevant.
Sundeep currently chairs a digital advisory strategy council, focused on giving financial executives practical and innovating ideas on defining their consumer engagement strategy – branch transformation, digital integration, and the mobile wallet.

info@digitalcredence.com     803-563-7677    digitalcredence.com

Charlie Kelly

Principal

Remedy Consulting

Charlie Kelly is a Principal at Remedy Consulting. Remedy advises Banks and Credit Unions on Systems Selections, Contract Negotiation, Vendor Management, Mergers and Acquisitions and Technology Strategy.

Prior to Remedy, he served as the Vice President of Product Pricing and Contracts at one of the largest fintech core vendors, where he was responsible for a wide range of responsibilities from developing product strategy to advising clients and consultants. Charlie managed a team that was responsible for negotiating the majority of client contracts each year. Charlie has over 10 years of experience managing operational teams in banking and mortgage, with an eventual focus on technology project management. Charlie also served as the Sr Project Manager in the re-write of a major core banking platform.

Charlie has a bachelor’s degree in Marketing from the University of Wisconsin, and a MBA from Marquette University.

ckelly@remedyconsult.net     312-270-3490     www.remedyconsult.net

Steven Labarre

Vice President of Facilities

Labarre Associates

With over 34 years of construction, project management, facility maintenance, major projects and business experience, Labarre is able to quickly and dynamically adapt to ever changing project demands. His vast understanding across Healthcare, Education, Sports Facilities, Financial, Hospitality, Retail and Corporate environments coupled with is ability to maintain a constant pace and hands-on follow through have attributed to Labarre’s successes for mid to large-scale companies. His past experience working with national brands allows him to have a broadened view while understanding the day to day needs of localized facility managers, contractors, sub-contractors, architects, owners, superintendents and project staff. It’s this project know-how and emphasis on budget methodologies and ongoing facility needs that contribute to his expert oversight and management of individual project budgets that have exceeded $68 million.

slabarre@labarre-inc.com     225-664-1934     http://labarre-inc.com/

Barrett T. Lynch

Co-founder & CEO

Waypoint Advisory Services, Inc.

Barry has been a part of the credit union movement for twenty years, twelve of which were spent as an NCUA examiner. During his time at the NCUA, he was nominated for the Examiner of the Year distinction three times.

Since leaving the NCUA, Barry has spent the better part of his time serving as interim CEO to turn around eight troubled credit unions. He and his wife Judy have been married for eighteen years and have one son, Thomas.

info@way-point.net          1-855-275-9297          https://way-point.net

Fred Palmer

Executive Benefits Specialist

CUNA Mutual Group

Fred is an executive benefits specialist for CUNA Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs specifically tailored to credit unions. Fred works with credit unions in the East and Central Regions. He brings to CUNA Mutual Group his experience in the financial services industry since 1981.

Prior to joining CUNA Mutual Group, Palmer consulted with credit unions and banks for 12 years as a senior consultant and regional vice president for two major executive benefit firms. He also has 18 years senior management banking experience with expertise in trust, investments, corporate lending and private banking.

Fred holds a Bachelor of Science in finance from Florida State University. He is FINRA securities registered and
holds life, health and variable annuity licenses.

fred.palmer@cunamutual.com     800.356.2644 ext. 665.6528     www.cunamutual.com

Trey Prats

Owner

Automated Transaction Delivery

In 2014 Trey Prats established Automated Transaction Delivery (“ATD”) to meet the growing demand for a true Managed Services ATM program for Financial Institutions. Automated Transaction Delivery is the sister company of ATM Worldwide that offers 100% of all Managed Services to tier 2 and tier 3 (i.e. smaller FI’s) Financial Institutions nationally. Concurrent with the establishment of ATD, Trey Prats brought on Fred Wheeler, a 30+ year veteran of the ATM industry with an extensive career focusing on FI’s. The increasing demand of technology at ATMs and inside branches has put Automated Transaction Delivery in a perfect position to capitalize on a strong market share of FI ATMs and bank equipment across the entire country.

trey@atm-worldwide.com     504-496-0173     www.atm-worldwide.com