Overview | Speakers | Presentations | Pictures


 

2014 Speakers

Meet Your Economic Forum Presenters


 
Jack Uldrich – Foresight 20/20

Jack Uldrich is a renowned global futurist, independent scholar, sought-after business speaker and best-selling author. His written works have appeared in the Wall Street Journal, BusinessWeek, and hundreds of other publications around the country. He has also appeared on CNN, MSNBC and National Public Radio.

In addition to speaking on future trends, emerging technologies, innovation, change management and leadership, Uldrich has served as an advisor to Fortune 1000 companies. He is noted for his ability to deliver provocative, new perspectives, taking complex information and presenting it in an entertaining and understandable manner.


 
Kathleen Camilli – Providing Perspective on the National Economy

Kathleen Camilli is one of the nation's top economic forecasters and independent economists. Before founding Camilli Economics in 2004, she was the U.S. Economist at Credit Suisse Asset Management in New York where she provided insight on the U.S. economy, overseeing $312 billion in fixed income and equity assets globally. A frequent commentator, author and speaker, Camilli is well known as a strong communicator and translator of complex issues into understandable, actionable ideas.

Camilli appears regularly on CNN, CNBC, the NewsHour with Jim Lehrer, Nightly Business Report and Bloomberg Business News. She has also been quoted in the financial press, including The Wall Street Journal, The New York Times and USA Today. Camilli serves on the board of MassBank Corp. and the National Association of Business Economists. She holds bachelor's degrees in economics and French from Rutgers University and master's degrees in finance and French studies from New York University.


 
Roger Tutterow – Providing Perspective on the National Economy

Roger Tutterow is Professor of Economics at Mercer University. He previously served as Dean of the Mercer’s Stetson School of Business.

Tutterow's analysis of the economic, business and political environments have been featured in a variety of media including The Wall Street Journal, Financial Times, USA Today, Atlanta Journal Constitution, and The New York Times, as well as on CNN, CNBC, NBC, Bloomberg Television, NPR, and CNN-Radio, among other regional outlets.

Tutterow also has served as a consultant on financial economics and statistical modeling for corporate clients ranging from Fortune 500 companies to closely held businesses. He has provided expert testimony on economic, financial and statistical matters in state and federal court, before the Georgia General Assembly and before the Georgia Public Service Commission.

Tutterow was selected as one of "Georgia's Most Influential" by James magazine and by Georgia Trend as a "notable Georgian” and has served since 2003 on the Governor's Council of Economic Advisors. A Georgia native, Tutterow holds a bachelor of science degree in decision science from Berry College and a master's degree and Ph.D. in economics from Georgia State University.


 
Steven Rick – Providing a credit union perspective on the economy

Steven Rick is now the chief economist for CUNA Mutual. Before being named to the CUNA Mutual post in June, Rick was previously senior economist for CUNA & Affiliates' Economics & Statistics Department. With CUNA since 1992, he conducts economic research, teaches and lectures at credit union events across the country and internationally, and writes articles for CUNA publications. Rick also lectures on money and banking, macroeconomics and microeconomics at the University of Wisconsin, has authored an ALM textbook for credit union executives, and is on the board of directors at University of Wisconsin Credit Union.

Rick holds a bachelor's degree in economics and a bachelor of science degree in finance from Moorhead University. He also holds a master's degree and Ph.D. in economics from the University of Wisconsin.


 
Robert Genetski – Providing a Federal Reserve perspective

Robert Genetski’s experience in the world of economics and finance involves a unique combination of business and academic expertise. He has headed asset management, investment and economic research departments for several financial institutions and has taught economics at New York University and the University of Chicago's Graduate School of Business. Genetski is renowned for using humor and anecdotes to make complex economic principles easily understandable.

Genetski worked in the financial industry and subsequently founded of his own economic and financial consulting service. He has served on the board of directors for a number of public companies and provides insights on his website: classicalprinciples.com. Genetski has authored several books. His latest, Classical Economic Principles & the Wealth of Nation, is used in colleges and high schools across the country and has received rave reviews for its clear, concise explanation of the policies necessary to promote wealth and prosperity. He has a Ph.D in economics from New York University.


 
Elliot Eisenberg – Providing a perspective on the housing market

Elliot Eisenberg is a nationally acclaimed economist and public speaker specializing in making economics fun, relevant and educational. Formerly a senior economist with the National Association of Home Builders in Washington, D.C., he is a frequent speaker on topics that include economic forecasts, the consequences of government regulation, strategic business development and other current economic issues. The author of more than 85 articles, his research and opinions have been featured in Bloomberg, Business Week, Forbes, Fortune and many other publications.

Eisenberg is also a regularly featured guest on cable news programs, talk and public radio, and writes a syndicated column and daily commentary on the economy. He holds a bachelor's degree in economics from McGill University in Montreal, Canada and a masters and Ph.D. in public administration from Syracuse University.


 
Chris Low – Providing a Wall Street perspective

Chris Low has over 25 years' experience tracking U.S. and global economies, financial markets, central banks and fiscal policy, as well as six years' experience as a money manager. Currently chief economist for FTN Financial, Low also serves as the 2014 committee chair of the American Bankers Association's economic advisory committee to the Federal Reserve board of governors.

Low writes daily economic and market updates, weekly economic commentaries and regular economic forecasts. He has been quoted in Business Week, The Wall Street Journal, The New York Times and other publications around the world. He is a regular contributor on Bloomberg TV, CNBC, Fox Business Channel and American Public Media's Marketplace. In 2012 he was recognized by Bloomberg as “the most accurate forecaster of Treasury note yields.” Low is a graduate of New York University.

Meet Your Financial Management Seminar Presenters

 
Mike McGinnis, VP, Investment Sales

As the Vice President–Investment Sales for Catalyst Corporate and Catalyst Strategic Solutions, Mike McGinnis coordinates the marketing and sales functions of all analytic and investment services and also manages Catalyst's brokerage team. Mike began serving the credit union industry in 1996 with the CUNA Mutual Group where he worked with member brokerage and insurance programs, credit union marketing, lending solutions, employee benefits and credit union insurance coverage.

Mike holds a bachelor's degree in economics from Southeastern Louisiana University, a master's degree in accounting from the University of Texas at Dallas, and holds FINRA Series 7, 63 and 24 licenses.

 
Steven Houle, Director, Advisory Services

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.

 
Sarina Freedland, Senior Investment Officer

Sarina Freedland has 29 years of experience in institutional fixed income markets and honed her credit union focus during a ten-year tenure Georgia and Catalyst Corporate Federal Credit Unions. Her ability to translate the complex financial markets into usable information, her presentation techniques and her communication skills work together to create a professional and trusted investment partner for Catalyst Corporate’s members.

Sarina earned her bachelor’s degree in journalism from University of Georgia and holds her FINRA Series 7 & 63 securities licenses.

 
Casey Peterson, Senior Advisor

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.

 
Mark DeBree, Director, ALM Services

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).


 








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