Chris Kuehl
Dr. Chris Kuehl, Managing Director of Armada Corporate Intelligences, offers global corporations strategic forecasts and guidance. A former economics and finance professor, he serves as chief economist for multiple organizations and leads economic analysis for the Armada Strategic Intelligence System, NACM’s Credit Manager’s Index, and FMA’s Fabrinomics.
Trends & Forecast for the U.S. Domestic Economy
Join Chris for a very current assessment of the U.S. economy at the time of the presentation and a forward-looking analysis of trends to watch.
Kevin Miyamoto
Kevin Miyamoto, Co-Founder and COO of Identifee, oversees operations and administration. Previously, he worked at Corporate Executive Board (now Gartner) and Wells Fargo, where he managed $850B in payment volume as Business Manager on the Sponsorship Team.
AI, Friend or Foe? Navigating the Future of Credit Unions
Join Kevin Miyamoto, Co-Founder and COO of Identifee, as he demystifies the world of AI in credit unions. From streamlining workflows to enhancing member experiences, Kevin will share the latest market trends, best practices, and real-world examples of how top credit unions are harnessing AI to drive success. And yes, this description was written by AI.
Lee Wetherington
Lee Wetherington, Senior Director of Corporate Strategy at Jack Henry & Associates, leads a team analyzing trends in fintech, payments, and digital banking. Known for his engaging delivery, he provides actionable insights and forecasts, delivering keynotes nationwide on emerging tech and its impact on financial services.
Strategy from the Future Backwards: Forces Shaping Financial Services Over the Next Decade
Strategy is best done from the future backwards. What will credit unions look like in 5-10 years? How will AI-as-a-Service, public cloud wars, on-device AI chips, and Software 2.0 reshape financial services? What’s the difference between strategy and planning—or between industry, ecosystem, and fintech strategies? Join Lee Wetherington for insights into the future of financial services, exploring opportunities and threats for credit unions and the “people helping people” movement.
Chris Hageman, Rachel Dulaney & Matthew Jackson
Director of Investment Services/AIM, Chris Hageman began his credit union career in 2015 as a Financial Analyst for Asset & Investment Management (AIM) department of Millennium Corporate CU. His current role focuses on managing the department in advising credit union decision makers on appropriate portfolio management for current and potential market conditions, liquidity position, policy constraints, and unique balance sheet needs.
Speaking alongside Chris is Director of ALM Operations, Rachel Dulaney. Rachel has worked in the credit union industry since early 2014 and joined the Asset & Investment Management (AIM) team in February, 2018. Her current role focuses on managing the ALM program and running ALM for credit unions.
Also speaking alongside Chris and Rachel is Chief Executive Officer of CU Investment Solutions, Matthew Jackson. Matthew joined CU Investment Solutions in 2002, and works with the corporate credit union investment staff on investment products, investment strategies and order execution of securities, including government agency, asset-backed, mortgage-backed and mortgage-derivative securities.
Navigating Current & Future Market Conditions: Integrating Investment & Asset-Liability Management Strategies for Credit Unions
This presentation covers strategies for credit unions to navigate current and future market conditions. It will focus on integrating fixed income investment approaches with asset-liability management to strengthen financial stability and performance. Attendees will gain insights on aligning strategies with evolving market dynamics.
Alyson Van Hooser
Alyson Van Hooser, President & CEO of Van Hooser Associates Inc., is dedicated to helping leaders thrive in today’s complex workforce. Drawing from her management experience with Walmart, leadership in the financial industry, and service as a city council member—all by age 26—she delivers actionable strategies to captivate, connect, and inspire employees and customers. Alyson will present Infinite Influence: How to Use Empathy to Maximize Impact & Results and Moving Up, Moving On: Succession Planning for Continuity & Growth.
Infinite Influence: How to Use Empathy to Maximize Impact
The one-size-fits-all leadership approach is no longer effective in today’s dynamic workforce. Leaders must embrace a strategy that prioritizes empathy and connection to achieve meaningful results. The Infinite Influence strategy provides a foundational perspective shift that enhances team relationships, optimizes resource allocation, and fosters immediate and long-term success. This session equips leaders with actionable insights to cultivate trust, inspire loyalty, and maximize their influence in every interaction.
Moving Up, Moving On: Succession Planning for Continuity & Long-Term Growth
Succession planning is vital to an organization’s long-term success, yet navigating the when, why, what, who, and how of leadership transitions can be incredibly challenging at times. This engaging and highly practical keynote addresses key challenges and opportunities in the way of emotional intelligence and communication that are associated with succession planning at every level in the organization. Learn how to ensure continuity, leave a lasting legacy of impact, and build a repeatable process for sustained growth and excellence.
Tessa Todd Morgan
Tessa Todd Morgan is a mindfulness expert, personal growth coach and accredited trainer in Emotional Intelligence. As the Founder and CEO of TRIESSENCE, Tessa has coached hundreds of individuals and organizations to achieve a balance of physical, mental and spiritual wellness. In 2003, Tessa began in the professional speaking industry, and was privileged to work with famous keynote speakers and celebrities such as Dr. Oz, Geena Davis, Sir Ken Robinson and Suze Orman. Today, she speaks, trains and consults professionally, coaching contributors to become leaders, and helping leaders to become steadfast, calming influencers in stressful corporate environments.
Daily Reset Break: Take Control of Your Life Using Mindfullness
Are you ready to take a mindfulness journey to purposefully reset, renew and get re-energized? Tessa Todd Morgan offers simple tools that can help anyone to manage daily stress in minutes, before it turns into prolonged burnout. Come prepared to learn about ways to fight fatigue, increase concentration, maximize energy, elevate creative thinking, and train our brains to be more resilient in face of daily stresses at work and at home. Let’s learn the power of a Daily Reset Break.