Class of 2017 - 3rd Year Students
Monday, July 10

After registering for school, paying tuition, and John Vardallas has approved the entire project, email SCMS Director, Janine McBee, the top three choices for the group and time preferred for your presentation:

  • Minimum 20 to maximum 25 minute presentations, plus Q&A.
  • Should groups finish early, classroom hours are part of accreditation. Course time will be used to discuss ideas, lessons and challenges related to class presentations.
  • Schedule and group facilitators are subject to change.
  • See instructions after the schedule regarding sending a copy of your project (not presentation) to your group facilitator.

Credit Union Strategic Issues Student Presentation Groups

Presentation Groups


John Vardallas

Dean Borland

Howard Bufe

Millie Mayaka

8:30 AM

Presentation Rooms Open for Set Up

9:00 AM

Brenda Dickerson
Support Service Manager
Mobiloil FCU

Nate Gillen, CUDE
VP Member Experience & Development

Staci Johnson
Store Manager
FivePoint CU
($544, 211, 928)

Jeff Hurley
Area General Manager
My Credit Union

9:30 AM

Nathan Ashworth
Core System Manager

Leslie Rhodes
Internal Auditor
Texoma Community CU

Wendy Zuege
Branch Manager

Travis Llewellyn
Director of Network & Security
Communication FCU

10:00 AM

Brad Christman
VP Finance
BluCurrent CU

Naomi Guevara
Executive Administrative Assistant

Jennifer Barnhill
Corner Stone CU

Osman Ulhaq
Lending Manager


Quick Stretch Break Set by Each Group

10:45 AM

Kirsten McCauley
VP of Marketing
Sabine FCU

Tim Sperr
VP Member Services
BluCurrent CU

Lauren Humphrey
Loan Officer
Electric Cooperatives FCU

Alicia Dudley
First Family FCU
Branch Manager

11:15 AM

Sherrie Dermit
Victoria City-County Employees FCU

Marie Spencer
Employee Development Coordinator

Stuart Johnston
Artesia CU

Tina Huggins
Credit Counseling Manager

11:45 AM


1:00 PM

Nicole Ponteri
Risk Management Specialist

Jamie Ethington
Ecommerce Manager

Daniel Garcia
Branch Manager, Capitol Hill Branch
True Sky CU

Christina Reyna
South Texas Area Resources (STAR) CU($45,245,057)

1:30 PM

Kimberly Frederiksen
VP Lending
Education CU

Sharon Koppari
Compliance Officer
Allegiance CU

Trish Rose
Branch Manager / Loan Officer
Caprock CU

Teresa Briggs, CUDE
VP of Marketing & Member Experience
Houston Highway CU

2:00 PM

Bill Sheffield
Branch Manager / Loan Officer
First Central CU

Amanda LeBlanc
Branch Manager

Kyle Brisendine
Director of Sales & Service
Resource One CU

Angel Diamantis
VP Operations
Beaumont Community CU

2:30 PM


2:45 PM

Brandon Grell
Green Country FCU

Leilani Harpole
VP & Chief Admin Officer
Oklahoma Central CU

Theresa Rogers
Lending Administrative Manager
Abilene Teachers CU

Jacky Tamez, CUDE, DEEU
Branch Manager
Houston Highway CU

3:15 PM

Sonya Thompson
VP Product Development


Josh Alberto, CUDE, ADE
Marketing Director
Houston Highway CU


3:45 PM

Mapping Your SCMS ROI: Execution Strategies & Lessons Learned
John Vardallas


Once your presentation group has been confirmed, please send a - complete - hard copy of your project to your team leader for receipt no later than June 9.

  • If you are in John's group, this does not apply, as he already has your project.
  • Dean Borland & Howard Bufe – Mail to:
    Credit Union Resources, Inc.
    6801 Parkwood Blvd Ste 300
    Plano TX 75024
    Dean - 469.385.6627
    Howard - 469.385.6820

  • Millie Mayaka – Mail to:
    InTouch CU
    5640 Democracy Dr
    Plano TX 75024

How many final copies of your project do you need?

  • A minimum of one to give your credit union and one to keep.
  • The copy your group session leader receives will be returned after your presentation. (If you are in John's group, bring a copy for his reference during your presentation.
  • The copy of your project that was submitted to John for final review will be available for pick up in the SCMS staff office on campus.

If you have project sections you are proud of and able to share, please email the sections to Janine. She is looking for copies in Word or Excel format and will confirm with you before using any for student sample purposes.

Practice before class to be sure that you don't exceed the time limit. Be sure you have your thoughts together. Be realistic! Dress professionally. Don’t read the material (your audience tends to have a VERY limited attention span!). Keep the material interesting! Go through the full presentation several times before the presentation date!

Think about what questions your identified audience might have and be prepared to answer them.

Students are encouraged to bring their own laptops and have a back up of their presentations. Consider downloading all of the presentations for your group onto onc laptop. A projector, clicker, and podium will be provided.

If planning to use a multi-media style presentation, be prepared should something go wrong. Student still responsible for delivering the message within the allotted time.

When you are not presenting, take your role as an audience member seriously.

  • If you were in your classmate’s environment, what might you want to know?
  • What questions do you have about the issue presented?
  • Do the recommendations sound important and reasonable for the credit union? 

In the event a group finishes early, please remain in the area in support of your other classmates until all presentations are complete.

TCU Neeley School of Business