Rick is the president of Menton Consulting, Inc., Tulsa, Oklahoma. He focuses on providing credit unions with strategic management and planning facilitation, project management assistance, sales training, executive recruitment, and seminar and workshop presentations. Prior to forming Menton Consulting, Inc., he spent 23 years with the Minnesota and Oklahoma Credit Union Leagues in senior management positions. Additionally, he has worked as a marketing executive, lender, and in collections for credit unions and consumer finance companies.

Claudine’s credit union affinity began in 1993. She has worked for an industry software vendor, CUNA Mutual, and a mid-sized Oregon credit union. She now partners closely with CUNA, CU Conferences, state CU associations, along with individual credit unions to develop their greatest asset; human capital, by designing, and delivering training and development programs.

As the chief creative officer of her company; As If Productions, she customizes comprehensive and entertaining presentations on topics such as:

• Becoming Your Members’ Financial Advocate
• Branding, Business, and Community Development
• Coaching Employees Toward Excellence
• Effective Communication Skills
• Employee Engagement/Acculturation
• Designing and Delivering Impactful Financial Literacy Programs
• Negotiations: "Getting to the Win/Win”
• Sales/Service Excellence
• Strategic Planning and Implementation

Claudine’s primary objective when executing learning programs is to support a CLEAR knowledge-transfer process: C — Creative and concise, L — Learner-focused, E — Engaging, A — Actionable, and R — Relevant.

Angela is director of sales culture development for Creating Member Loyalty™ at the Credit Union National Association (CUNA). Her responsibilities include ensuring the successful implementation of the Creating Member Loyalty™ program for more than 200 credit unions nationwide, as well as managing the development and design of the Creating Member Loyalty™.

Angela brings more than 20 years of experience developing and delivering educational programs and products to CUNA. Her expertise lies in marketing, sales, innovation and train-the-trainer programs and products, as well as in customer relationship development. She joined CUNA in February of 2000. Since coming to CUNA, Angela has conducted training around the country at League meetings, CUNA schools and CUNA webinars.

Rory is a business consultant and dynamic seminar leader specializing in programs on lending, technology, leadership, and communications skills. After serving as president of two credit unions and earning his CCUE, Rory began using his communications skills and specialized background in credit unions to help others in the movement be more effective.

Rory has presented his humoerous and high-energy programs in all 50 states over the past eight years, as well as in Canada and Mexico. Rory is continually one of the most highly rated speakers at state and national associations throughout the country, including many of the credit union leagues conferences throughout the country.

As vice president of PolicyWorks, Andrea is responsible for the delivery of PolicyWorks' regulatory services and new product development while also working with individual credit unions to provide them with training and counsel on certain regulatory matters.