Credit Union Strategic Issue Presentation Groups

Class of 2019 - 3rd Year Students
Monday, July 8

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

  • Minimum 15 to maximum 20 minute presentations, plus 5 minute Q&A (January 2019 revision to your core manual instructions.)
  • 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.
  • See instructions after the schedule regarding sending a copy of your project (not presentation) to your group facilitator.
  • Schedule and group facilitators are subject to change.

Credit Union Strategic Issues Student Presentation Groups

John Vardallas
Lorri Gaither
Millie Mayaka
Lily Newfarmer
8:30 am
Rooms are Open
for Set-Up
Rooms are Open
for Set-Up
Rooms are Open
for Set-Up
Rooms are Open
for Set-Up
9:00 am
Matt Downing
VP / Mgr R&D
Tinker FCU
Dana Brown
Muskogee FCU
Stephanie Miller
Dir of Education &
Communication FCU
LeDetri Jenkins
Houston Police CU
9:30 am
Jaime Schmidt
AVP/Branch Manager
Tinker FCU
Melissa Owings
Loan Officer
Everman Parkway CU
Melissa Burleson
Business Development
Tarrant County's CU
Jeremy Thornton
Red Crown CU
10:00 am
Juan Guerrero
Branch Manager III
Community Resource CU
Kayla Bender
Acctg Admin Assist
Lezlie Veach
My Community CU
Josh Amaton
Reg Dir - Texas
CU Direct
(Employees CU of Dallas)
10:30 am
10:45 am
Frank Gutierrez
White Sands FCU
Claudia Flores
Sales & Service Mgr
Energy Capital CU
Diandra Murga-Laskowski
AVP, Retail Banking
Regional Mgr
Bethpage FCU
Russ High
VP, Member Contact Center
Tinker FCU
11:15 am
Con Brazeal
Chief Info Officer
Southwest 66 CU
Tonya Henley
Teller Supervisor
First Family FCU
Shelli Schroeder
Oklahoma Central CU
Carmen Guerrero
Br Sales & Serv Manager
- Central Region
11:45 am
1:00 pm
Jennifer Froman
North East Kansas CU
Torrance Harris
VP of Lending & Ops
United Community CU

Jessica Smith
VP of Client Services
First Service CU

Austin Lohnes
Mktg & Member Engagement
Bossier FCU
1:30 pm
Jeff Rutan
Southwest Financial FCU
Jenny Ruiz
Victoria FCU
Courtney Wingo
Branch Ops Manager
Las Colinas FCU
Ashley Martin Fowlkes
Interim CEO
Big Spring Education EFCU
2:00 pm
2:15 pm
Lina Abshire
VP of Buz Dev & Mktg
Beacon FCU
Sedric Brinson
Branch Manager
Statewide FCU
Andy Reed
Baylor Health Care
System CU /
Texas People FCU 
Lynette Padilla
City FCU
2:45 pm
Daniel Souers
VP of Marketing
First Service CU
Art Alaniz
VP of Ops & Compliance
La Joya Area FCU
Rob Castillo
Centralized Lending Mtg
Carmina Paniagua
Finance Director
Members Choice CU
3:30 pm
5:00 pm
Dismissed to Celebrate
Dismissed to Celebrate Dismissed to Celebrate Dismissed to Celebrate


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 10.

  • If you are in John's group, this does not apply, as he already has your project.
  • Lorri Gaither, CUCE, CUDE, SCMS Cl of 2009
    Cornerstone Credit Union League
    6801 Parkwood Blvd Ste 300
    Plano TX 75024
  • Millie Mayaka, CUCE, SCMS CL of 2013
    InTouch CU
    5640 Democracy Dr
    Plano TX 75024
  • Lily Newfarmer, CUDE, ICUDE, SCMS Cl of 1999
    Tarrant County's CU
    200 Taylor St Ste 215
    Fort Worth, TX 76196-0208
    817.884.1470 x125

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 or your project 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 one laptop. A projector, screen, 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

Thank You 2019 Sponsors

Academic Fellow

CUNA Mutual GroupCredit Union Resources, Inc.Catalyst Corporate FCU

Academic Patron

Cornerstone Credit Union League

Educational Sponsor

Cornerstone Credit Union Foundation

Friends of SCMS

American Airlines FCU
Arkansas FCU
Blalack & Williams, PC
Bossier FCU
Callahan & Associates, Inc.
Credit Union of America
CU Direct

DiverCity Solutions
Federal Reserve Bank of Dallas
InTouch CU
JRF Consulting Services, LLC
Las Colinas FCU
Neighbors FCU
On the Mark Strategies

Red Crown FCU
Sievewright & Associates
South Carolina FCU
Southwest Louisiana CU
Tarrant County's CU
Tinker FCU
Vantage West CU