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Meet Your Economic Forum Presenters

Richard Fisher (invited) – Providing a Federal Reserve Perspective

Richard Fisher is president of the Federal Reserve Bank of Dallas and a voting member of the Federal Open Market Committee. Former vice chairman of Kissinger McLarty Associations, a strategic advisory firm chaired by former Secretary of State Henry Kissinger, Fisher began his career in 1975 at a private bank where he specialized in fixed income and foreign exchange markets. He became assistant to the Secretary of the Treasury during the Carter administration and later was a senior member of the team that negotiated the bilateral accords for China's and Taiwan's accession to the World Trade Organization.

Throughout his career, Fisher has served on numerous for-profit and not-for-profit boards and has taught graduate courses and served on several university boards. He attended the U.S. Naval Academy, graduated with honors from Harvard University with a bachelor's degree in economics and received his master's degree from Stanford University.

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.

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.

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

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.

Brian Turner, Director and Chief Strategist

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.

Jeremy Blair, Senior Advisor

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.

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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