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
EVP
Muskogee FCU
Stephanie Miller
Dir of Education &
Development
Communication FCU
LeDetri Jenkins
VP
Houston Police CU
9:30 am
Jaime Schmidt
AVP/Branch Manager
Tinker FCU
Melissa Owings
Loan Officer
Everman Parkway CU
Melissa Burleson
Business Development
Coordinator
Tarrant County's CU
Jeremy Thornton
CFO
Red Crown CU
10:00 am
Juan Guerrero
Branch Manager III
Community Resource CU
Kayla Bender
Acctg Admin Assist
My CU
Lezlie Veach
COO
My Community CU
Josh Amaton
Reg Dir - Texas
CU Direct
(Employees CU of Dallas)
10:30 am
Break
Break
Break
Break
10:45 am
Frank Gutierrez
AVP
White Sands FCU
Claudia Flores
Sales & Service Mgr
Energy Capital CU
Diandra Murga
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
SVP / COO
Oklahoma Central CU
Carmen Guerrero
Br Sales & Serv Manager
- Central Region
GECI
11:45 am
Lunch
Lunch
Lunch
Lunch
1:00 pm
Jennifer Froman
President/CEO
North East Kansas CU
Torrance Harris
VP of Lending & Ops
United Community CU
Jessica Smith
 
24
1:30 pm
Jeff Rutan
CFO
Southwest Financial FCU
Jenny Ruiz
CEO
Victoria FCU
Courtney Wingo
Branch Ops Manager
Las Colinas FCU
28
2:00 pm
Break
Break
Break
Break
2:15 pm
Lina Abshire
VP of Buz Dev & Mktg
Beacon FCU
Sedric Brinson
Branch Manager
Statewide FCU
Andy Reed
President/CEO
Baylor Health Care
System CU
32
2:45 pm
Daniel Souers
VP of Marketing
First Service CU
34
35
36
3:30 pm
SCMS ROI
SCMS ROI
SCMS ROI
SCMS ROI
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
    469.385.6423
    lgaither@cornerstoneleague.coop
     
  • Millie Mayaka, CUCE, SCMS CL of 2013
    InTouch CU
    5640 Democracy Dr
    Plano TX 75024
    214.291.1777
    Millicent.mayaka@itcu.org
     
  • 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
    lnewfarmer@tccu-tx.com

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.

 
 
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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

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

DiverCity Solutions
Federal Reserve Bank of Dallas
InTouch CU
JRF Consulting Services, LLC
JSC FCU
Las Colinas FCU
Neighbors FCU

On the Mark Strategies
Sievewright & Associates
South Carolina FCU
Southwest Louisiana CU
Tarrant County's CU
Tinker FCU