Speakers

More to Be Announced Soon! 

 

Don Arkell

Don Arkell started his career in the Credit Union industry working as a frontline lender at Clark County Credit Union, in Las Vegas Nevada. While at CCCU, Don quickly moved through the ranks at the credit union, working in all areas of Sales and Lending. He eventually founded a CUSO owned by CCCU– Members Auto Brokerage Service, Inc.

Taking a break from the industry, Don established himself in the Pharmaceutical and BioTech Sales arena working for both Fortune 50 and startup companies. He was recognized for his sales abilities winning several national Sales Awards and mentoring Sales Teams.

After years in the world of Biotech, he couldn’t resist the call of the Credit Union once again. Don joined up with Red Rocks Credit Union in Highlands Ranch, CO in 2007 and helped RRCU to establish a vibrant Sales culture while transforming the Credit Union from full retail delivery to offering 100% of consumer loans and member service through remote delivery channels. This effort drove down operational expenses while increasing loans, total assets and net income.

During the difficult economic times of the last decade, Don Arkell navigated the organization through the muddy waters of the mortgage business by overhauling the entire Real Estate Lending program. Focusing on the core values of the organization, Don completely rebuilt this vital area of the organization by implementing a successful Consultative Lending strategy. Don’s efforts are credited with turning this failing area around and growing into the most profitable area of the credit union.

Don’s unique leadership style and passion for Sales and Leadership have made him a sought after speaker, trainer and strategist. Don Arkell joined the team at CULendingAdvice in September 2015. His extensive Sales and Lending experience married well with the established consultant practice at CULA.


Ancin Cooley

Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy provides a range of risk management services to financial institutions, which include strategic planning, board training, loan reviews, ALLL consulting, MBL Process improvement, and regulatory exam remediation. As Principal, Ancin manages a growing portfolio of clients throughout the United States. He brings more than 10 years of experience to the industry. Ancin honed his skills while working as a regulatory examiner for the US Treasury. As an examiner, he performed safety and soundness examinations for community and mid size institutions ranging from $100 million to $15 billion in total assets. After leaving regulatory work, Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examiner reviews.


John Dearing

John has played a key role in the success of Capstone, Strategic, Inc. (Capstone) since 1996. The firm focuses on helping organizations grow successfully through proactive strategic growth programs. Capstone has particular expertise in assisting in acquisitions of closely-held not-for-sale businesses and has completed over US$1 billion in transactions. John leads Capstone’s client engagement teams and operations while advising clients on strategic external growth (acquisitions, investments, and partnerships).

For over ten years, John has worked with credit union and CUSO  leaders  and  board  members  on  developing and implementing strategic growth plans, due diligence training, market and prospect evaluation, valuation, and the prioritization of growth initiatives. His experience includes facilitating acquisitions for PSCU, Ongoing Operations, and South Carolina Financial Solutions as well as working with Member Driven Technologies and CU Realty.

John’s background also includes credit assessment and loan recommendations with the Export- Import Bank of the United States, The Americas Division, where he honed his international banking and finance skills. As Director of a trade association and as the Co-Administrator of a healthcare insurance fund, John focused on accounting and operational efficiencies for profit and not-for-profit entities. He gained additional consulting and international business experience while attending the Institute of European Studies in Vienna, Austria.

John has taught thousands of executives about external growth topics, focusing on proactive growth, mergers and acquisitions, and business valuation. He has delivered various presentations to a number of executive organizations and conferences.


Lisa Servon 

CUNA Mutual Group Sponsored Keynote Speaker

Lisa Servon is Professor of City Planning at the University of Pennsylvania and former dean at The New School. She is the author of The Unbanking of America (Houghton Mifflin Harcourt 2017); Bridging the Digital Divide: Technology, Community, and Public Policy(Blackwell 2002), Bootstrap Capital: Microenterprises and the American Poor(Brookings 1999), Gender and Planning: A Reader (With Susan Fainstein, Rutgers University Press 2005), and Otra Vida es Posible: Practicas Economicas Alternativas Durante la Crisis (With Manuel Castells, Joana Conill, Amalia Cardenas and Sviatlana Hlebik. UOC Press 2012). She has contributed to the New Yorker, the Atlantic, and The Wall Street Journal and has appeared on PBS News HourMarketplace Money and Radio Times and her research is featured in the documentary Spent: Looking for Change.

She lives in Brooklyn with her husband, two children, and a dog named Friday.

 

 

 

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