Josh is the founder and chief ideator for Think Café, a credit union consulting company. When not consulting and speaking, you can find him fighting hard for our movement alongside you as the relationship development manager at Horizon Credit Union. From classroom to conference, Josh is a passionate public speaker who has been invited to present on a number of topics relating to youth outreach and relationship management. He has played an instrumental role in the evolution of Horizon's business development department - changing both the message and method to involve a branch-driven strategy.

Mr. Allison has assisted his credit union in being recognized for a number of awards including: the Junior Achievement Volunteer of the Year Award (2008), the Central Valley School District Meritorious Service Award (2009), the Moses Lake School District Excellence Award (2010), the WCUL Dora Maxwell Social Responsibility Award (2009), the WCUL Desjardin Award (2010) and an Honorable Mention for the national Desjardin Award (2010). He has also been cited in the Credit Union Times for his youth financial literacy efforts.

A Washington State native, he currently serves as the Eastern Washington vice chair of the Washington Credit Union League Youth Development Council (WCUL YDC) and as a Board of Director for Communities in Schools (CIS). Additional community involvement includes graduation from Leadership Spokane (a year-long program devoted to fostering servant leadership), the National Youth Involvement Board (NYIB), certification as a Credit Union Development Educator (CUDE) and church membership at Valley Real Life.

Julie is the owner of JRF Consulting Services, LLC and has been in the credit union movement for over 18 years. Sixteen years of her career were spent at First Tech Credit Union, currently a $2 billion organization. She developed strong relationships with SEG’s such as Microsoft, Amazon.com, and Google. When First Tech became Microsoft’s credit union she and her staff grew the relationship from 0 – 15,000 members in 7 years.

Julie now helps credit unions around the country create and execute focused and results oriented business development strategies, trains front line staff on enhancing existing member relationships, and facilitates Board Strategic Planning Sessions. She is a frequent speaker for CUNA and League conferences, CUES meetings, and teaches at two CUNA Management Schools. When Julie’s not speaking or helping credit unions grow, she can be found globetrotting around the world.

Denny is the founder, president and CEO of FI Strategies, LLC. Though he has an amazing background in financial services — both as a practitioner and consultant — his real strength is the ability to facilitate, listen and propose practical solutions. He applies a unique combination of experience, interpersonal skills and sense of humor to craft a solution for each client.

His background includes:

• National sales manager and director of Credit Union Operations for Schneider Sales Management
President and CEO of the Institute of Financial Education, a not-for-profit financial institution education foundation serving over 1,000 financial institution clients
• Director of Financial Institution Sales and Management Team Member of Bank Administration Institute, the premier financial institution conference and education provider
• Senior vice president of Consumer Banking, and member of the management committee for a $1.5 billion thrift with 30+ branches
• Senior vice president of human resources for a financial institution with 650 employees and an HR/Training staff of 15
• Performed virtually every customer contact position in financial services – teller, CSR, loan officer, outside sales person, licensed rep, training manager, sales manager
• Consultant to over 200 financial institutions ranging from a $40 million credit union to a $25 billion bank
• A popular speaker at national and state conferences of financial institutions on sales, strategic and HR topics
• A long term faculty member of CUNA’s Branch Management Institute
• An industry expert and the author of three early “white papers” for CUNA Councils on the implications of balanced scorecards in sales and overall strategy, human resources, and finance.

Stacey is co-author of the book; Yes You Can! Everything You Need From A To Z To Influence Others To Take Action. She is also a featured author in the book; Conversations on Success along with Chicken Soup for the Soul author, Jack Canfield.

Stacey is founder of Stacey Hanke Inc. She helps individuals eliminate the static that plagues communicative delivery - to persuade, sell, influence and communicate face-to-face with a clear message.

She has trained over 15,000 people to rid themselves of bad body language habits and choose words wisely. She has delivered over 500 presentations for business leaders in the financial industry to the healthcare industry to government and everyone in between. Her client list is vast from Coca-Cola, Kohl’s, United States Army, Navy and Air Force, Leo Burnett, University of Chicago, AT&T and the FDA. She has inspired thousands as a featured guest on media outlets including; SmartMoney magazine, Business Week, Lifetime Network, Chicago WGN and WLS-AM.

Jenny Hoyle is the Chief Operatons Officer (COO) of Isabella Community Credit Union (ICCU) in Mt. Pleasant, Michigan. As such, Jenny oversees all teller and member service functions, buildings, equipment, security, and compliance. She also works closely with the CEO and Board of Directors in areas of strategic planning, facilities planning and ALM strategies.

In her 28 years in the credit union industry, Jenny has gained a wide range of experience, serving as a teller, loan officer, assistant loan manager, branch manager, marketing director and, since 2006, COO. In 2012, she will celebrate her 24th anniversary at ICCU. Jenny is an enthusiastic credit union advocate and is passionate about promoting the cooperative structure, democratic control, member service and social responsibility that is unique to credit unions.

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.

Lee is a former surf shop owner who became the best selling author of 15 books, including "The Wild Idea Club," which led to appearances on CNN and NBC, and a feature in USA Today. In addition to his books, Lee is a popular presenter who travels the country sharing ideas and insights that have a lasting and positive impact on attendees.

His corporate training company works with a wide range of clients, including Lucent, Marriott, Petco, San Diego Padres, Qualcomm, Roche and Sempra. But what makes Lee unique is his ability to create custom programs with exactly the right solutions, presented in the right way, to the right people, using just the right timing.