2022 Wisconsin Connect Speakers
Cassidy Burrows
Director of Customer Success
nCino
Cassidy Burrows is a Support Engineering Manager, specifically overseeing nCino’s Portfolio Analytics Solution. She manages a team of Data Support engineers, responsible for providing ongoing support for customers and assisting with data mapping and data reconciliation. She earned her B.S. in Finance from Brigham Young University. Cassidy enjoys spending all of her money on beach volleyball tournaments, fried chicken and far too frequent trips to Target.
cassidy.burrows@ncino.com 888-409-1560 x126
Rich Carlton
President & CRO
Aunalytics, Inc.
Rich Carlton leads Aunalytics as President and Chief Revenue Officer after twenty-five plus years of leadership experience in data and technology-based businesses. Carlton works toward driving the overall organization to meet its purpose of using data and technology to improve the lives of others. He earned a Bachelor of Science degree from the Indiana University Kelly School of Business with a focus in Computer and Information Systems. He has served on numerous boards including a regional bank, health system and many not for profits.
rich.carlton@aunalytics.com 855-799-3282
Kevin P. Chiappetta, CFA
President
QuantyPhi
In May 2017, Corporate Central launched its balance sheet optimization CUSO, QuantyPhi, and named Kevin as President. QuantyPhi’s ALM experts focus on finding opportunity on both sides of the balance sheet by running what-if scenarios that facilitate successful relative-value balance sheet decisions.
Kevin’s initial career at Corporate Central began in January 1996 as Vice President Investments where he managed the loan, deposit, and investment portfolios. Kevin departed in June 2002, where he spent 11+ years working with credit union investment CUSOs and two years with an asset-liability modeling and consulting firm. Working primarily with credit unions throughout his career, Kevin brings a rich history of experience in his 30+ years providing financial services, with a primary emphasis in fixed income security analysis, portfolio management, and balance sheet risk management.
In August 2016, Corporate Central welcomed Kevin back as the Senior Vice President Investment Services to assist members in understanding the complete risk profile of their balance sheet risk, re-think traditional security analysis, and build portfolios to compliment the optimal performance of the entire balance sheet. Kevin also focuses on the continuing education for members and their supervisory committees and boards.
kchiappetta@quantyphi.com (414) 433-0176
Steven Deller
Professor
Department of Agricultural and Applied Economics
Steven Deller is Professor of Agricultural and Applied Economics at UW–Madison and a Community Economic Development Specialist with the UW-Extension. Professor Deller’s long-term research interest includes modeling community and small regional economies in order to better understand the changing dynamics of the economy, assessing the impact of those changes, and identifying local economic strengths, weaknesses, opportunities and threats. His most recent book explores how social capital helps us understand why some communities prosper economically and others struggle.
Mammet Dovgeldiyev
Chief Executive Officer
BankRPA
Mammet Dovgeldiyev is the Co-Founder & CEO of BankRPA, and has over 10 years of technology consulting experience, working for Fortune 500 Financial Institutions. Mammet’s passion for banking and technology has led to co-found BankRPA, a strategic consulting firm specializing in Robotic Process Automation implementation for Financial Institutions.
mammet@bankrpa.com (833) RPA-BOTS
Paul Hinrichsen
Head of Marketing Success
Clutch
Paul has an MBA from the University of Tampa, and was formerly in charge of Products at GTE Financial (3B Credit Union in Southwest Florida). He is also a CUES Emerge Winner, and was Director of Business Operations at Covesting which raised $20.5 million in seed funding.
Tim Klatt
Director of Retail Strategies
LaMacchia Group
With a background in Geography and Geographic Information Systems (GIS), Tim began his career 15 years ago with MapInfo Corp, consulting for Home Depot as well as national restaurant chains such as Burger King, KFC, Taco Bell, and Pollo Tropical. In addition to Director of Retail Strategies Tim is also the Head of Vivalociti at La Macchia Group, where he leverages data to integrate technology and showcase personalized branded messaging to financial clients.
Ben La Macchia
Senior Vice President
LaMacchia Group
Ben brings together his passion for design/build and finance as the SVP for La Macchia Group, having spearheaded the development of the company’s value-added services in market analytics using Geographic Information Systems, real estate procurement and branding. He partners with clients to identify secure paths for long-term growth, with an eye of the future of banking.
blamacchia@lamacchiagroup.com 414-223-4400
Scott McArthur
Chief Revenue Officer
Statflo
Scott McArthur is the Chief Revenue Officer at Statflo, leading the company’s Sales, Partnerships and Customer divisions. With over 15 years of experience across consumer retail and technology sectors, Scott’s focus has always been to improve the customer experience through profitable interactions. Prior to joining Statflo, he managed Sales and Marketing teams at Telus, one of Canada’s largest Telecommunications companies, responsible for bringing innovative solutions to the frontline teams in the SMB and Consumer segments. During his career, he has built high performing teams and developed programs that drive engagement and revenue growth.
scott@statflo.com 844-782-8356
Charles McQueen
President & CEO
McQueen Financial Advisors, Inc.
McQueen Financial Advisors, Inc. was founded by Charley in 1999 to provide specialized investment and consulting services to financial institutions. Today, his company advises clients throughout the United States and manages investment portfolios with a combined value in excess of $12.5 billion.
With over 25 years of experience, Charley oversees McQueen Financial Advisors core services of Investment Portfolio Management, Asset/Liability Management, and Valuations & Advisory Services. A frequent speaker at financial institution conferences, Charley has provided board of director’s education and training on a variety of topics. Additionally, he regularly provides training for bank and credit union examiners and certified public accountants. Charley is a graduate of Western Michigan University, with a BBA in Management.
cmcqueen@m-f-a.com 248-540-5900
Jason Ritzenthaler, CFA, CTFA
Co-Chief Investment Officer
Members Trust Company
Jason graduated from Florida State University with dual degrees in Finance and Management Information Systems. With 15+ years’ experience in the financial services industry, Jason has collaborated with global portfolio managers and industry experts at the CFA European conference and Harvard University. Since joining MTC in 2005, Jason has provided analytical research and strategy while co-managing ETF model portfolios. Jason is a member of the CFA Institute, CFA Society of Chicago, CFA Society of Madison and Chicago Council on Global Affairs.
jason.ritzenthaler@memberstrust.com 813.386.8705
Tobias Timm
Director – Investments
Oppenheimer & Co. Inc.
Tobias has over 25 years of experience, having served credit unions of all sizes since 1989. Tobias has experience in strategic portfolio analysis, customized recommendations, and trade execution. He provides bond accounting as well as customized educational sessions, and works with credit unions with assets ranging from $20 million to $8 billion
Tobias received a Bachelor of Arts from the Eli Broad School of Business at Michigan State University. Attended the Wharton School at the University of Pennsylvania, where his program focused on performance measurement, designing investment policies, and structuring investment portfolios. When he’s not serving clients, he can be found on the Pickelball courts or cycling along tree covered roads. He lives in East Lansing, Ml with his wife of 34 years. They have three adult children.
tobias.timm@opco.com 517-333-7791
Glenn Walters
Senior Director of Collection Solutions
TrueAccord
Glenn is the Senior Director of Collection Solutions at TrueAccord. His focus is First Party Collections and the Retain platform. Prior to TrueAccord, he led Collection Strategy at GE Money and at Bank of America’s Mortgage unit during the mortgage crisis. Glenn has worked in Risk Management, Marketing, and Operations across several financial services verticals – Credit Card, Mortgage, Personal Loans, and Debt Settlement. Early in his career, he built consumer Risk models that were deployed at the Credit Bureaus as well as sophisticated Marketing models for large retailers. Glenn brings over 25 years of experience in Collection Strategy and Consumer analytics to TrueAccord.
gwalters@trueaccord.com 866-611-2731