2018 Great New England Credit Union Show
Co-Founder, Chairman and Chief Executive Officer
CCA Global Partners
Board of Directors, Cooperatives for a Better World
Keynote Address: Credit Union Rising Stars
Howard Brodsky is one of the leading entrepreneurs and cooperative leaders in America. He is the Co-Founder, Chairman, and Chief Executive Officer of CCA Global Partners, one of the largest cooperatives in the United States with sales over $10 billion. We are pleased to welcome him as our keynote speaker for our Credit Union Rising Stars program.
A pioneer of the cooperative business model, Brodsky continues to dedicate his career to helping entrepreneurs build successful businesses by providing the scale and resources they need to compete. The newest divisions added to the CCA Global Partners family are CCA for Social Good which services over 10,000 child care centers and 2,000 nonprofits, and BizUnite providing back room business services for over one million independent businesses.
Brodsky’s most significant accomplishment was his induction into the Cooperative Hall of Fame, established to recognize individuals and companies who make unparalleled contributions in advancement of the principles of cooperation in the United States. He has been inducted into the Entrepreneur Hall of Fame along with such notable people as Michael Dell and Starbucks’ Howard Schultz, as well as serve as a judge of the North American Entrepreneur of the Year Program and the Winning Women Program.
Most recently, Brodsky was named New Hampshire Business Leader of the Year. He is a published author and his theory on business can be seen on the highly rated TEDxtalks. In his “spare” time, Brodsky serves his community as a justice of the peace, performing wedding ceremonies. To date, he has a perfect record in this arena; the more than two-dozen marriages he has performed all remain intact.
Donald Bader, MSL
Vice President Sales and Account Management at CRIF Select
Don spent 17 years in the car business holding positions such as New Car Sales Manager, F&I Producer, Manager, and Director. After leaving the car business he became a successful commercial insurance sales manager, wherein most of his clients at that time were car dealerships and motorcycles dealerships. Taking a short break from his business career Don became a police officer in Northern Indiana for a few years, during which time he went to graduate school earning a Master’s of Science in Leadership at Trine University, he studied Leadership and International Business, his thesis focused on organizational change and personal development.
Don has been with CRIF Lending Solutions for 4 years. He began his career as a dealer rep in northern Indiana was promoted to Account Manager, again promoted to Business Development Manager, and most recently was promoted to Vice President of Sales and Account Management in July of 2016.
Don lives near Atlanta with his wife of 22 years and has 4 daughters.
Product Owner – Technology
Jennifer Berry has over 20 years of business and credit union industry experience, encompassing credit union operations, core conversions, implementations, training, and leadership. Having led over 30 core conversions in the past 10 years, her expertise has driven projects that include third-party integrations, staff training, and project management. Her demonstrated ability to build and maintain relationships with staff, clients, third-party vendors, and industry colleagues has made Jennifer a trusted, well-known resource within the industry.
Today, as a member of Synergent’s Product Development team, Jennifer identifies market needs by researching the instant needs of credit unions, current vendor partner offerings, and she works to provide solutions designed to help credit unions grow and succeed. She has completed coursework at Kaplan University and the University of Southern Maine in software development, project management, and leadership studies. The Symitar® Episys® core platform, Profit Stars Synergy Optical and Bill Pay, IVR systems, PowerOn, and numerous online banking platforms are a few products that Jennifer’s proficiency in has made her a go-to product expert among her colleagues.
President and CEO
Sean Carter is President and CEO of NEACH and its’ subsidiary NEACH Payments Group. Sean is responsible for the strategic direction of both companies. Sean is also responsible for ensuring that NEACH Members and clients of the subsidiary have access to high quality products, services and resources. Sean just completed his third term on the NACHA Rules and Operations Committee. Sean is serving his second term on NACHA’s Risk Management Advisory Group. Sean is the past chair of NACHA’s Risk and Quality Rules Work Group. Sean speaks at several conferences across the country including being an annual speaker at the NACHA Payments Conference. Sean received his AAP in 1999 and was re-credited in 2004 and 2009. Sean received his NPC designation in 2016. Sean joined NEACH in 1998.
A driving force in the team since 1994, Dave is now responsible for the overall strategic direction of the company. He has been recognized by regional business publications and is involved with the Greater Easthampton Chamber of Commerce, as well as the Industry Advisory Board for the Computer Science/IT department at Western New England University.
Laura is a principal in CLA’s Information Security Services Group. Laura performs and leads engagement teams that perform IT General Control Reviews, Vulnerability Assessments and Penetration Testing, and IT Risk Assessments and control assessments. Laura has over nineteen years of information security consulting, IT audit and system administration experience.
Nathaniel C. Gravel, CISA, CISM, CRISC
Vice President of Information Security and IT
Nate is the Vice President of Information Security and IT at GraVoc. In this role, he oversees the development and implementation of the information security and IT practice’s principal service areas: risk management and compliance, IT managed services, technology planning and procurement, IT assurance and cybersecurity, and IT audit. He has a B.A. from Trinity College (Hartford, CT) and a M.A. from Middlebury College (Middlebury, VT). Nate has also earned several industry certifications, including: certified information systems auditor (CISA), certified information security manager (CISM), and certified in risk and information systems control (CRISC) from the Information Systems Audit and Control Association (ISACA). He is a regular contributor to industry trade groups and publications on matters related to IT and information security.
Chief Technology Officer
Pure IT Credit Union Services
Trent has almost thirty years of experience designing advanced network architectures, enterprise applications, and web-based data management interfaces that improve business operations, service quality, and cost effectiveness. Trent works closely with Pure IT Credit Union Services clients to architect the optimal solutions that improve operational efficiencies and security while containing cost. Trent has held a number of executive positions in the IT industry, where he became an expert in advising clients on strategic technology strategies for promoting business growth.
Product Owner, Payments
Over the past 20 years, Rebekah Higgins has worked with credit unions of all sizes helping them embrace the changes in the fast-moving payment industry. Rebekah’s experience at Synergent includes the supervision, coordination, and operation of the Card Services and Check Processing departments, along with ensuring the delivery of ATM, debit, credit card, item processing and Shared Branching products to over 100 credit unions throughout the Northeast.
As an integral member of Synergent’s Product Development team, Rebekah coordinates payments vendor products and services to help credit unions thrive. She has earned her degree in Business Administration with a concentration in Executive Management from the University of Maine and has received several certifications from Pragmatic Marketing. Rebekah’s depth of knowledge of payment products and services has led her to become a sought-after subject matter expert who frequently is interviewed in the media about the latest payment and fraud trends.
Linda Straub Jones
Director of Marketing Planning for Compliance Products
LexisNexis Risk Solutions
Linda Straub Jones is the Director of Market Planning for Compliance Products with LexisNexis Risk Solutions. She has over 30 years of experience in the credit/collections industry and has worked as a collector, skip tracer, paralegal, bankruptcy data specialist and compliance data specialist. She has been with LexisNexis Risk Solutions for 16 years. Prior to that, she worked with Probate Finder, LLC and Balogh Becker law firm.
In Linda’s current position, she is responsible for researching and reviewing the rules and regulations that affects the credit and collections industry and strategizing on how data may help customers with those regulations. Additionally she writes articles, blogs and whitepapers relating to the credit and collections industry and presents on compliance topics at industry webinars and conferences.
Twitter: @lksjones62 LinkedIn: https://www.linkedin.com/in/linda-straub-jones-3016184/
Senior Security Consultant
Michael Kannan is a Senior Security Consultant at GraVoc Associations, inc, skilled in perform multiple assessments to enhance the security of organizations and enable them to understand risk, including Forensic investigations, Vulnerability and Penetration Testing, PowerShell and other security tools.
Senior Managing Partner and Chief Strategy Officer
Big Consulting Group and Best Innovation Group, Inc.
Kirk Kordeleski is widely considered a breakthrough performer and leader in the credit union industry. He is known for his commitment to the cooperative principals of the industry as well as his vision of growth, extraordinary value and world class service. Mr. Kordeleski has more than 40 years of experience in the credit union industry. Mr. Kordeleski leads the credit union industries premier consulting firm, Best Consulting and is part of the leadership team at the Best Innovation Group. Best Consulting specializes in supporting credit unions whenever they need help, whether it is introducing a new strategy for growth, handling the challenge of implementing digital/data strategies or creating a new Credit Union Service Organization to facilitate collaboration. Best Consulting and Innovation provide these services to many of the largest credit unions throughout the US.
The Long Group
Tom Long is the founding manager of The Long Group and has over 30 years of experience building benchmarks for performance and providing strategic insights, analytics and guidance assisting the financial sector in controlling costs and driving revenue. Tom has been a guest lecturer at the Boston College Carroll School of Management MBA program, a keynote speaker for the American Marketing Association and a presenter for the numerous banking associations.
Terence A. McGinnis
Commissioner of Banks
Terence A. McGinnis was appointed Commissioner of the Division of Banks by Governor Charlie Baker in September 2016. He oversees the supervision of more than 200 state-chartered banks and credit unions with assets in excess of $400 billion. His office is also responsible for the licensing and supervision of more than 9,000 non-depository licensees including mortgage lenders, mortgage brokers, mortgage loan originators, consumer finance companies, money services businesses, debt collectors, and loan servicers.
McGinnis was previously General Counsel and Secretary of Eastern Bank and a member of the bank’s management committee. Prior to joining Eastern Bank, he served in a variety of senior legal positions with both Bank of Boston and Fleet Bank, including heading the International Law Practice Group at FleetBoston Financial Corporation. Prior to his legal career in banking, he served as Associate Counsel with the Committee on Rules with the US House of Representatives in Washington DC.
McGinnis is a retired Navy Captain, having served both on active duty and in the Reserves with the US Navy. He held several command positions with the Naval Reserve and served in a number of senior military roles while activated for various U.S., international, and NATO exercises in Europe, Latin America, and the Far East. He was twice awarded the Meritorious Service Medal and the Navy Achievement Medal, among other military citations.
He has served as Chairman of the Board of Trustees of North Shore Medical Center (NSMC), an affiliate of Partner’s Healthcare, and is currently a member of the Board. He is Chairman of the Board of Directors of North Shore Physicians Group, a subsidiary of NSMC, and is a member of the Board of Directors of the Partners Community Physicians Organization, an affiliate of Partners Healthcare. He previously served as a member of the Board of Directors of Lynn Community Health Center in Lynn, Massachusetts.
He currently serves as Chairman and President of the Children’s Law Center of Massachusetts, Inc., a legal services corporation providing legal advocacy to low income children in the areas of education, care and protection, custody, health and welfare. In addition, he serves on the Board of Directors of Discovering Justice, a civic education organization connecting classrooms and courthouses for Boston’s inner city schools.
McGinnis is an honors graduate of Merrimack College, holds a Master of Arts degree from Boston College Graduate School, and received his law degree from Boston College Law School. He was also awarded an honorary Doctor of Humane Letters from Salem State University for his community service on the North Shore.
Executive Vice President, Customer Success
Al Rosenbaum is the Executive Vice President of Customer Success at SilverCloud, Inc., a banking specific software as a service (SaaS) company that specializes in helping financial institutions turn front line employees into financial experts and getting members engaged within a bank or credit union’s digital channels in order to improve service, increase productivity, and grow revenue.
Rosenbaum brings more than 25 years of customer success, sales, and marketing experience to SilverCloud. He earned his MBA at Bentley College and his bachelor’s degree in Consumer Behavior at the University of Massachusetts, Amherst.
President of The Cedar Gate and Executive Team Leader
Ray Sanders is President of The Cedar Gate, an organizational development company passionate about mobilizing leaders who impact the world. He serves on the executive team of Works24, a digital marketing firm helping clients communicate their products and purpose. Sanders has run multi-million dollar organizations, a leading financial institution, served in a nonpartisan role with the US Senate and led international efforts to bring clean water to remote regions of the world. As a passionate communicator, Sanders has been Editor of a news journal, produced award-winning radio and TV programs and been a frequent speaker at college campuses and conferences.
SVP, Sales and Solutions Consulting
As SVP of Sales & Solutions Consulting at PSCU, Brian Scott partners with industry leaders in payments and community credit unions to create competitive payments programs. Brian helps credit unions position themselves competitively in their own communities and to maintain profitability throughout their payments programs.
Brian spent 23 years in the highly competitive consumer payments marketplace and is a recognized leader in payments solutions and innovative technologies. He is a frequent speaker on the future of payments, new payments trends, mobile banking, alternative payments and how new payments technologies will transform the current banking space.
Brian is continuously monitoring the payments marketplace to spot trends and analyze emerging technologies with an eye toward helping credit union turn these innovations into growth opportunities. He is a graduate of Drake University in Iowa with a double major in Finance and Accounting.
Ronald J. Taché
Ron is the General Manager in the WolfPAC Solutions Group. He is responsible for all aspects of the WolfPAC business including Sales and Marketing, Product Development, and Operations. Ron oversees a responsive, innovative organization that delivers unique Risk Management software and solutions. Prior to joining Wolf, Ron was the SVP of Operations at Visible Measures. He was also the Chief Operating Officer at GoldPocket Interactive.
Ron has twenty seven years of experience working with and managing high-growth organizations. He has specialized in working with technical teams to deliver innovative solutions for enterprise clients in a profitable way. He has supported the internal operations of many organizations, though his focus at WolfPAC is financial institutions.
Ron resides in Middleton, MA with his wife and four teenaged children. When he is not at Wolf, he can be found supporting his family in their various academic and extra-curricular activities. Ron is a Member of the Executive Committee of the Brian D. Silber Memorial Golf Tournament, which has raised over $2 million for the diagnosis and treatement of spinal column tumors at Mass General Hospital.
EDUCATION AND CERTIFICATIONS Bachelors of Science in Physics, Brown University MBA, Harvard Business School