Alix Patterson, Chief Operating Officer, Callahan & Associates
Session Topic: Credit Union 5.0: Survival of the Fittest
Alix Patterson serves as the Chief Operating Officer and Board Director for Callahan & Associates. She oversees Callahan’s media division, and leads strategic planning sessions for credit unions. Prior to joining Callahan, Patterson worked in the Washington, D.C., research office of the Tokyo Electric Power Company.
Richard Miller, EVP, and
Ron Jennings, EVP, John M. Floyd & Associates
Session Topic:Are Inefficiencies Causing Your Balance Sheet to Tilt?
Richard Miller joined JMFA after a 23-year career in banking. He has a broad base of management experience in financial services, having served as Chief Lending Officer and President of several small and medium-sized financial institutions.
Ron Jennings has more than 35 years of financial, operations management and sales consulting experience. Jennings is responsible for managing JMFA’s Business Strategies and Performance Enhancement products and services.
Robert Rutkowski, Esquire
Session Topics: Legal Aspects of Credit Union Mergers
As an attorney, blogger, podcast producer, and nationally-recognized speaker, Robert Rutkowski has migrated from law firm partner to becoming a national lecturer and solo practitioner. Rutkowski advises credit unions on compliance, contract negotiation, and employment law, as well as a vast array of legal and compliance issues.
Randy Romes, Principal, Information Security—Financial Institutions, CliftonLarsonAllen LLP
Session Topic: Enterprise Strategies for IT Risk Management and Growth
At CliftonLarsonAllen LLP, Randy Romes leads a team of technology and industry specialists providing IT audits and security assessments. He has primary responsible for development of the open-source, Unix, and Windows applications used in security audits, and leads the firms PCI-QSA audit practice.
Julie Ferguson, JRF Consulting Services
Shift Happens: Transitioning to a Sales Culture in an Operational Environment
As owner of JRF Consulting Services, Julie has been in the credit union movement for over 20 years, including 16 years with First Tech FCU where she grew strong relationships with SEG’s such as Microsoft, Amazon, and Google.