"Well prepared, highly respected economists with ability to keep your interest
and explain data in
laymen's terms."

– Forum 2012 Attendee    

Speaker Profiles

Meet Your Economic Forum Presenters


Randy Harrington
Tuesday, October 22, 9:15–10:15 a.m.
Credit Unions and the Need for Evolution

Randy Harrington is the founder and CEO of Extreme Arts and Sciences. With 15 years of experience in strategic planning, management and media communications on an international basis, he is a sought-after strategic planner and consultant. He has worked with a number of high profile clients, including U.S. financial institutions. With a natural gift for quickly assessing complex problems, Harrington consults with clients to find practical, high impact solutions.

Known for his no nonsense and razor sharp approach, his influences are "extreme," as he regularly works with former members of the U.S. Navy SEAL Teams to inspire leadership and team development. He is a student of the martial arts and holds a black belt in Tae Kwon Do. Harrington has a Ph.D. from the University of Oregon in organizational communication.


Bill Hampel
Tuesday, October 22, 10:30–11:30 a.m.
U.S. Economy's Impact on Credit Unions

Bill Hampel is Senior Vice President of research and policy analysis and chief economist for CUNA. He is also a senior member of CUNA's credit union advocacy team in Washington. The department maintains a comprehensive credit union financial database, conducts a variety of research on financial and economic issues of interest to credit unions and supports the advocacy mission of the association. Hampel has served on the board of directors for Great Wisconsin Credit Union, the National Cooperative Bank and as a staff member at Navy Federal Credit Union in Virginia.

Hampel writes economic analysis columns and is regularly interviewed as an expert on the economy and credit union issues. He is a member of the American Economic Association and the National Association for Business Economists and holds a Ph.D. in economics from Iowa State University.


Jim Smith
Tuesday, October 22, 1:15–2:15 p.m.
CU Implications of a Rebounding Real Estate Market

Jim Smith has a flair for making economics comprehensible and interesting. Usually optimistic about the U.S. economy, he shares news that is both good and bad, with data to back up his opinions and forecasts. During his 30-year career, he has served as an economist and analyst for the Federal Reserve Board; the National Association of Realtors®; Sears, Roebuck and Co.; the University of Texas at Austin; and Wharton Econometric Forecasting Associates (now Global Insight). Smith is currently Chief Economist for Parsec Financial Management, Inc. in Asheville, NC.

Smith is among the economists on the forecast panels of the Wall Street Journal, USA Today and Bloomberg News and is also an active member of several professional economic associations, including the National Association for Business Economics (NABE) and the National Business Economic Issues Council.


Kathleen Cooper
Tuesday, October 22, 2:30–3:30 p.m.
The Impact of Rising Energy Production in the U.S.

Kathleen Cooper is an expert on both the banking and energy industries. As Under Secretary for Economic Affairs of the U.S. Department of Commerce from May 2001 until August 2005, she served as the principal economic adviser to the Secretary of Commerce. Cooper was honored with the Commerce Department's prestigious Redfield Award and reengineered the 2010 Census during her tenure. She also served as chief economist with the ExxonMobil Corporation, founding director of Texas Security Bank, and as executive vice president and chief economist of Security Pacific National Bank and the United Banks of Colorado. 

Currently, Cooper is chair of the National Bureau of Economic Research and a member of the Council on Foreign Relations and the Conference of Business Economists. She holds a bachelor's degree in mathematics from the University of Texas at Arlington and a Ph.D. in economics from the University of Colorado.


Jim Van Dyke
Tuesday, October 22, 3:45–4:45 p.m.
New Trends in Mobile Banking

Jim Van Dyke is CEO of Javelin Strategy & Research, a division of Greenwich Associates, which provides strategic insights into customer transactions, increasing sustainable profits for financial institutions, government, payments companies, merchants and other service providers. Javelin's independent insights result from an uniquely rigorous three-dimensional research process that assesses customers, providers, and the transactions ecosystem. Van Dyke is known for numerous new discoveries that have resulted from his company's research on customer-related security, fraud, payments, and electronic financial services.

Van Dyke has led in the roles of research, product management and education at organizations ranging from Fortune 500 to startups. A frequent presenter, previous speaking venues range from the U.S. House of Representatives to numerous industry events. Van Dyke's published comments reach a global audience of over 40 million people per year through outlets ranging from CNN to the Financial Times.


Ed Yardeni
Wednesday, October 23, 8:45–9:45 a.m.
Fed Action/Market Reaction

Ed Yardeni was an economist with the Federal Reserve Bank of New York. He also held positions at the Federal Reserve Board of Governors and the U.S. Treasury Department in Washington, D.C. and currently serves as President of Yardeni Research, Inc., a provider of independent global investment strategy research.

Previous positions also included Chief Investment Strategist for Oak Associates and Deutsche Bank, Managing Director of Prudential Equity Group and Chief Economist for CJ. Lawrence, Prudential Securities and E.F. Hutton. His articles have appeared in the The Wall Street Journal, The Financial Times, The New York Times. Yardeni holds a bachelor's degree from Cornell University and received a master's degree in international relations from Yale.


Marci Rossell
Wednesday, October 23, 10:00–11:00 a.m.
What's Next for the U.S. Economy

Marci Rossell served as the Chief Economist for CNBC in the months immediately following the terrorist attacks of September 11, 2001. She takes complex economic issues and makes them relevant to people's lives, families, and careers. Prior to her career in broadcast journalism, Rossell served as Corporate Economist and Investment Spokesperson for OppenheimerFunds. She began her career as an economist with the Federal Reserve Bank of Dallas.

Rossell has a Ph.D. in economics from Southern Methodist University. She brings a world of experience – from Main Street to Wall Street – when discussing the U.S. economy, international events, and movements in capital markets.

Meet Your Financial Management Seminar Presenters


Brian Turner, Director and Chief Strategist
Monday, October 21, 8:30–9:20 a.m.
Strategic Outlook on the Economy, Interest Rates and Member Behavior and the Impact on Credit Unions

Brian Turner joined Catalyst Strategic Solutions in 1999. Before joining Catalyst, Brian was chief financial officer of Empire Financial Corporation, senior vice president of funds management and investments for the Central Bank affiliate of First Commerce Corporation, and served as senior vice president - treasurer of Bluebonnet Savings Bank where he directed investments, funds management, and strategic ALM. Brian served on the regulatory task force responsible for the development of interest rate risk guidelines utilized in current interest rate risk and investment management for commercial banks, thrifts, and credit unions.

Brian received an undergraduate degree from Oklahoma State University and did his graduate studies at the University of Tulsa. He is a member of the National Financial Manager's Society and a graduate of a number of financial industry and economic institutes. He also is a graduate of the Covey Leadership Institute and is a frequent speaker on various economic and credit union issues.


Steven Houle, Director, Advisory Services
Monday, October 21, 9:30–10:20 a.m.
Evaluating Your Loan Portfolio to Maximize Future Allocations

Steven Houle joined Catalyst Strategic Solutions' advisory department in 2006 and works with credit union clients on strategic financial and investment management endeavors. Previously, Steven worked at Concentra Financial, where he was responsible for managing the investment and derivative portfolios of client financial institutions and credit unions in Western Canada. His other key roles included analyzing simulation results and key performance indicators of client credit unions and recommending appropriate strategies while considering the balance sheet positions and the economic environment.

Steven graduated from the University of Regina in 1999 with a bachelor's degree in business administration. In January 2006, Steven was awarded the Chartered Financial Analyst (CFA) Designation.


Casey Peterson, Senior Advisor
Monday, October 21, 10:30–11:20 a.m.
Capitalizing on the Current Investment Market to Enhance Earnings and Protect Future Returns

Casey Peterson joined Catalyst Strategic Solutions in 2000. Casey works with client credit unions to meet their goals in the areas of comprehensive financial management, ALM analysis, investment portfolio analysis and strategic planning. Prior to joining Catalyst Strategic Solutions, Casey spent 10 years managing asset-liability initiatives and investment portfolios for community banks and a commercial bank holding company.

Casey graduated from Angelo State University with a bachelor's degree in business administration, majoring in finance.


Jeremy Blair, Senior Advisor
Monday, October 21, 11:30–12:20 a.m.
Liquidity and Change: A Fluid Balance Sheet for an Improving Economy

Jeremy Blair joined Catalyst Strategic Solutions in 2007. He worked in the ALM department as a senior ALM analyst until 2009 when he joined the advisory department. Before joining Strategic Solutions, Jeremy managed liquidity, interest rate, and credit risk for residential loan pools and securitizations of mortgage-backed securities at NationStar Mortgage. Earlier in his career, Jeremy supervised European middle office operations for the EuroArb international hedge fund group.

Jeremy received a bachelor's degree in business administration in finance and a master's degree in business administration in strategic management from the University of North Texas.


Mark DeBree, Director, ALM Services
Monday, October 21, 1:30–2:20 p.m.
Navigating the Future – ALM for Tomorrow

Mark DeBree manages the analysts of Catalyst Strategic Solutions' ALM service. In this role, he also performs risk analysis and provides consultation for ALM clients. Mark measures risk embedded in credit union balance sheets and works directly with senior management in discussing risk mitigation strategies. In addition, Mark is responsible for managing the BancWare ALM5 model and works to develop new modeling techniques relative to emerging market conditions. Before joining Catalyst in 2002, Mark was an analyst at RichMark Capital Corporation, a privately owned brokerage house and investment bank. At RichMark, Mark was responsible for projecting income statements and estimating future growth and profitability of privately held organizations.

Mark received bachelor's and master's degrees in finance from Texas Tech University and is a Chartered Financial Analyst (CFA).


Jeff Hamilton, Vice President, Member Credit
Monday, October 21, 1:30–2:20 p.m.
Working with Credit Unions to Establish Derivative Hedging and Loan Participations Programs

Jeff Hamilton is vice president of Catalyst Corporate's member credit department. In this role, Jeff oversees lending activities with member credit unions. He serves as a member of Catalyst Corporate's Member Credit Committee and will manage the company's agent loan participation program.

Throughout his career, Jeff has been engaged in ALM, credit and financial risk analysis, liquidity management and investments. Prior to joining WesCorp, he was the founder/principal of a full-service real estate practice that focused on representation of buyers. He also has served as the chief investment officer for the Texas State Treasury and as vice president of investments for Boatmen's Bancshares.

Jeff holds a bachelor's degree in finance from University of Texas and a master's degree in business administration from Texas State University. He is a Chartered Financial Analyst and has his FINRA Series 7 license.


Galli Davis, ASG Results
Monday, October 21, 3:30–4:30 p.m.
From Application to Approval - Key Strategies to Effectively Increase Loan Growth and Non-interest Income

Galli Davis is the lending and sales training specialist for ASG Results in Conroe, Texas. He has 14 years in lending and sales experience in the credit union industry, having held vice president of lending, consultant and trainer positions. A graduate of Southwest CUNA Management School and a former finance manager at a high volume Ford dealership, Galli is a sought after speaker and consultant by credit unions interested in safely growing their loan portfolios. A former school teacher with a bachelor's degree in education, Galli has spoken at conferences and credit unions across the southwest and consistently receives high marks due to his innovative thinking and ability to motivate loan staff.


Mark Schultz, ASG Results
Monday, October 21, 3:30–4:30 p.m.
From Application to Approval - Key Strategies to Effectively Increase Loan Growth and Non-interest Income

Mark Schultz is the director of sales and training for ASG Results and has worked with the company since its inception in 1998. Prior to ASG, Schultz worked for Service Group as a sales and finance/insurance trainer for franchise automobile dealerships. A graduate of Southwest Texas State University and the Southwest CUNA Management School, Schultz develops and trains ASG's ancillary curriculum as well as ASG's car school and associated new and used vehicle buying plans for credit union members.


 

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