2017 HCUA Conference Speakers

 

Keynote Speaker


 

 

 

 

 Angel Rentas, MS, APRN, AANP-BC, Electrophysiology Nurse Practitioner, Hartford Hospital. 

Angel Grew up in the city of Hartford, CT in a neighborhood near Hartford Hospital.  My first experience in the healthcare field was translating in the Emergency room for family friends.  In 1979, at the age of 16, I started working in a Credit Union located in the basement of the hospital. Some of the furniture in that office can be found on the History channel’s “American Pickers Antique Show”.   I later started to do stand-up comedy to help pay for college.  I now work as a Nurse Practitioner in Electrophysiology and continue to do stand-up comedy, as well as, lectures in “Humor and Health”, team building and customer service. 

I have used my special skills to bring together comedians to do fundraisers for a variety of community non-profit organizations as well as needy individuals.

I currently sit on the board of directors at the same credit union, Hartford Healthcare Federal Credit Union, that gave me the opportunity to grow as a person and allowed me to have a special connection to its history.

Wednesday, September 13 

 


 

  

 

Brett Wooden, Chief Retail Officer, Providence FCU. 

Brett Wooden is committed to lead businesses into the “Post PC Era” by establishing relevance through sales and mobile strategies.

Brett has been in the financial industry for nearly 20 years. Throughout his career he’s held positions as a teller, personal banker, branch manager, market development consultant, business development officer, business development manager, SVP of marketing and IT, and chief retail officer. While at a credit union in the Northwest, he developed a reputation for using technology to attract new members. He made national trade news when he started using his iPad—a Father’s Day gift from his family—to make “field visits” to the offices of busy professionals who wanted to open accounts but did not have time to do so in person. This technology helps members join, update accounts and use other services conveniently. His idea is being replicated in credit unions across the nation.

Brett thrives on helping others embrace and utilize new member engagement strategies in today’s changing world. He is a frequent speaker around the country at Credit Union League and Technology Conferences. Brett was also named the NW Credit Union Association’s Young Credit Union Professional of the Year and The Credit Union Times’ 40 and Under Trailblazer for setting a national trend using tablet technology to take financial services into the field.

Brett earned a BA in Marketing and Management from the School of Business at Portland State University. He currently lives outside of Portland, Oregon and works as the Chief Retail Officer at Providence Federal Credit Union. Brett is a member of the CU Speakers bureau and serves as a member of the faculty team at the Southwest CUNA Management School (SCMS).

When you spend time with Brett you will see that his passion and enthusiasm are contagious.

 Wednesday, September 13


 

 

 

 

 

Mike Miele, Executive Benefit Consultant, O.M. Financial

Mike specializes in enhancing executive retention, recruitment, and retirement through Supplemental Executive Retirement Plans (SERP) including §7872, §457, §162 plans.go Mike graduated from Tufts University with a degree in Economics and Entrepreneurship.

 

 

 

 

 

 

 

 

 

 

 

Ryan Millman, Executive Benefit Consultant, O.M. Financial

Ryan has spent his entire career working with credit unions to enhance the benefits they provide their executives, employees and members. He has differentiated his practice by offering a wide range of products, programs, and services. Recently this includes executive benefit plans (e.g., split dollar plans, 457(f) deferred compensation programs, 162 executive bonus plans, long-term care insurance and supplemental disability income insurance), yield enhancement plans, financial planning, key person life insurance, and 401(k)/defined benefit plan design. Ryan is both a quantitative economics and finance graduate from Tufts University in Boston, Massachusetts.

 

 Thursday, September 14

 

Jay Rogers, Executive Benefits Consultant, O.M. Financial

"Jay is an Executive benefits consultant specializing in retirement, investment, and insurance solutions. With OM, Jay focuses specifically on the individual customization of SERP solutions for Credit Union Executives

 

 

 

 

 

 

 

 

 

 

 

 

Shirley Cate, CEO, Providence FCU 

I have been in Credit Unions for over 32 years.  I currently serve as President / CEO of Providence Federal Credit Union and have been here for over 8 years.  I have served on numerous Credit Union and Community boards over the years and like most everyone in the industry I live and breathe Credit Unions.  Love what I do.  

Friday, September 15

 

 

 

 

Casey Boggs, CEO, LT Public Relations

Social mediaBrand Building and Reputation Management

Credit Union Message Unity: Getting Everyone on the Same “Song Page”

Casey Boggs is president of LT Public Relations (LTPR), a national communications firm specializing in credit unions. At LTPR, Boggs and his team partner with credit unions to provide public relations support through media relations, staff communications, crisis management, M&A strategy, reputation control, incident response planning and support, executive training, communication audits and social media.

Before forming LTPR, Casey served as public relations director at AIG, one of the world’s largest insurance companies. Casey also managed clients for two of the largest public relations agencies, Waggener Edstrom and Weber Shandwick. Clients included Microsoft, JP Morgan, Bank of America, Credit Suisse and Allstate. Prior to his career in public relations, Casey was a broadcast buyer for the international advertising agency, Hal Riney & Partners, servicing such clients as Saturn and Sprint PCS.

Casey lives in Portland, OR with his wife and twins.

 Friday, September 15

 

Linda White, CEO, Upward CU 

Linda White is CEO of United Health Credit Union, located in Burlingame, CA, where she’s been for 30 years and has been its CEO since 1998, watching the credit union grow from $3m to $65m.

She serves on various committees supporting the credit union and local community including the CA DBO Advisory Committee and the Burlingame Chamber of Commerce Board. Linda received the 2012 Distinguished Service Award from CA and was also the PAC Grassroots leader of the year. She is active in various small credit union networking groups to strengthen the peer relationship that may not be available with multiple departments or managers.

She is a graduate of Western Cuna Management School and attended the Stanford Executive Development Program.

Linda is a native San Franciscan and currently resides just outside of SF with her husband and dog.


 

 

Address: 3130 McMasters Rd, Billings, MT  59101

Phone: (406) 670-9817

Email: sherry@hcua.org