ENRICH | CONNECT | ENGAGE
In its eighth year, Alloya’s 2022 Leadership Symposium will bring together credit union leaders from across the corporate’s national membership both in Chicago and online for a hybrid presentation of this can’t-miss event.
Who Should Attend
If you're a credit union leader, this event is for you. Whether you are a CEO, CFO, COO, manager or anyone with the responsibility of leading a team of credit union people, Alloya's Symposium is the perfect education event.
Why Attend
We guarantee you’ll gain thought-provoking takeaways, leadership inspiration and a yearning to attend this event year after year.
When & Where?
September 7-9, 2022
Westin Chicago River North
320 N. Dearborn St., Chicago, IL 60654
www.marriott.com/hotels/travel/chino-the-westin-chicago-river-north/
Costs
In-Person Registration Fee
Standard Registration: July 16 - August 16, 2022
$745, Alloya member/Alloya Investment Services client
$845, Non-Alloya member/Alloya Investment Services client
In-Person Discounts
$100 off for each additional in-person registrant from your credit union.
$100 off each in-person registration if your credit union's asset size is under $100 million.
In-Person Guests
$250, guest fee (breakfasts, lunch, Shedd Aquarium, Football Night with Alloya)
Please Note: Networking events are exclusive experiences for in-person attendees.
Virtual Registration Fee
Standard Registration: Open through September 6, 2022
$95, Alloya member/Alloya Investment Services client
$145, Non-Alloya member/Alloya Investment Services client
Hotel Reservations - Deadline August 16, 2022
Westin Chicago River North
320 N. Dearborn St., Chicago, IL 60654
www.marriott.com/hotels/travel/chino-the-westin-chicago-river-north/
Check-in: 4:00 pm CT | Check-out: 12:00 pm CT
To receive the $275 per night room rate available for September 7-9, 2022, please make hotel reservations by 5:00 pm CT on August 16, 2022. Reservations can be made by calling (888) 627-8359 and mentioning that you are with the Alloya Corporate FCU group, or by clicking here. The $275 per night rate is available +/- three days from the conference dates and is based on availability.
Tax Exemptions: Illinois hotels do not accept tax exemptions from overnight guests, unless the guest is staying for 31 nights or more.
The hotel is located approximately 25 minutes from Midway Airport and 35 minutes from O’Hare Airport (during non-peak driving times).
Questions/Comments/Special Needs
Contact events@alloyacorp.org.
CPE Information
Alloya Corporate FCU is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In order to be awarded each CPE credit being offered with this event, participants must attend qualifying sessions for a minimum of 50 minutes and respond to the polling questions or checkpoints (virtual only) during each session. Please note that virtual participants must respond to at least three of the polling questions or checkpoints per session.
Shedd Aquarium | Reception & Dinner
Aaron Prater
Vice President, Operational Risk Management, Alloya Corporate FCU
As Vice President of Operational Risk Management, Aaron Prater is responsible for the development and execution of Alloya’s operational risk strategy, including the administration of the operational risk assessment program, management and board reporting, cross-functional risk reduction efforts, and governance.
Previously, Prater spent eight years at the global fintech organization, FIS, in various risk and information security-related roles including risk assessment and RCSA, vendor risk management, and the data protection program. Prior to joining Alloya, Prater was Head of RISC Operations and Strategy for Banking Solutions at FIS.
Prater currently serves as the President of the ISACA Milwaukee Chapter. ISACA is an international professional association focused on IT and cybersecurity governance.
Prater received his Bachelor of Business Administration in economics from University of Wisconsin Oshkosh.
Tom Slefinger
Senior Vice President, Institutional Fixed Income Sales, Alloya Investment Services
Tom Slefinger’s primary role is to develop and manage operations associated with Institutional Fixed Income Sales with ISI. In addition to providing strategic direction, Slefinger is heavily involved in analyzing portfolios, developing investment portfolio strategies and identifying appropriate sectors and securities. The ultimate goal of this activity is to optimize investment portfolio performance at the credit union level. In total, Slefinger has more than 32 years of combined success in fixed income analysis, trading and portfolio risk management. He has a proven track record of delivering superior investment performance across domestic and international fixed income funds.
Slefinger holds a B.S. in business administration from the University of Maine. In addition, he holds a Series 7 and 63 through ISI.
Justin Weber, PMI-PBA®, CWCUL, CCUFC, CUCE, MS
Executive Consultant, Alloya Corporate FCU
As an Executive Consultant, Justin Weber assists credit unions, primarily in the Western region of the United States, with their needs related to investments, liquidity and transactions. Weber is also responsible for helping members of Alloya utilize QCash, a service that offers life event, specialty and emergency loans for credit unions’ members in need across the country.
He holds a Bachelor of Science in real estate and a Bachelor of Science in finance and investments, from the University of Northern Iowa, as well as a Master of Science in financial analytics from The College for Financial Planning. Weber currently resides near the Quad Cities in Iowa with his wife, Teryn, children, Easton and Quinn, and yellow lab, Lily.
Seth Brickman
CEO, QCash Financial
Seth Brickman is an innovative leader with a successful track record of “customer obsession” and building software products consumers love to use.
As the former Head of Product-Technical (software) for Amazon and a leader of high-performing technical teams at Microsoft and Carnival Corporation, he has seen many successes and has consistently grown customer satisfaction/engagement, revenue and EBITA.
As a veteran of the U.S. Navy, speaker and MBA adjunct professor, Seth gets to regularly interact with future leaders and also grow his own knowledge base.
Tim Bruculere
Senior Vice President, Membership, Alloya Corporate FCU
As Senior Vice President, Membership, Tim Bruculere is responsible for leading Alloya’s member services and relations, marketing, consulting and lending administration ensuring the financial goals; the establishment/retention of member relationships; and the advancement of a positive marketplace image for the corporate.
Previously, Bruculere worked for M&T Bank as Administrative Vice President, leading a team of relationship professionals responsible for all customer management including product sales, implementation, and service. He brings more than 25 years of financial institution experience to Alloya, which includes cash management, capital markets, and corporate, commercial real estate and consumer lending.
Bruculere is past Chair of the University at Albany School of Business Advisory Council, past Secretary and board member of the New York State Trooper Foundation, past Treasurer and board member of the American Red Cross of Northeastern New York, and formerly served on the Investment Committee of Statewide Zone Capital Corp.
Bruculere holds his Bachelor of Science in Accounting from St. John Fisher College, Rochester, NY.
Richard Fisher
President & CEO, The Federal Reserve Bank of Dallas (2005-2015)
After serving more than a decade as president and CEO of the Federal Reserve Bank of Dallas, Richard Fisher will draw on a breadth of experience to share outstanding insights on the issues facing the American economy in this thought-provoking session. Through a keynote presentation followed by a moderated Q&A, Fisher will help you to plainly understand the hot-button economic issues that most impact credit unions today.
Under Fisher’s leadership, the Dallas Fed grew from $36 billion in assets to $160 billion, and the state of Texas saw job creation increase spectacularly. Considered a hawk for his public emphasis on inflation, Fisher has been vocal on a wide range of national economic issues from the impact and aftermath of the stimulus and early, bold forecasts of economic trends, to his slate of proposals for the rebalance of power among the national Fed system.
Fisher brings exceptional economic and financial expertise having also previously served in senior leadership roles including vice-chairman of strategic advisory firm Kissinger McLarty Associates, senior advisor and managing partner of Fisher Capital Management Investors in Dallas, and assistant to the Secretary of the Treasury during the Carter Administration.
Crystal Washington, CSP
Technology Strategist and Futurist
Crystal Washington, a Certified Speaking Professional (CSP), works with organizations that want to leverage technology to increase profits and productivity.
As a technology strategist and certified futurist, Crystal takes complex social media, app and web topics, and makes them easy to understand and accessible for everyday people. Crystal’s clients comprise Fortune 500 companies, including Google, Microsoft and GE, and as a sought-after keynote speaker, she has entertained and educated audiences around the globe.
As one of Forbes’ 50 Leading Female Futurists, she appears weekly on season two of the Emmy nominated show Life 2.0 and she’s appeared in numerous publications, including Entrepreneur and Bloomberg Businessweek. She is regularly called on by major television networks as a tech expert.
Crystal is the author of the books One Tech Action and The Social Media Why.
Andrew Kohl, CFA
Chief Investment Officer, Alloya Corporate FCU
As the Chief Investment Officer, Andrew Kohl manages the corporate’s investment portfolio, oversees loan participations, cash management and safekeeping, and develops balance sheet strategies to enhance risk-adjusted returns. Kohl is also the author of Alloya’s monthly economic commentary, Economic Update.
Prior to joining Alloya in 2004, Kohl was Vice President/Portfolio Manager of People’s United Financial (CT). There, he managed a $3 billion fixed income portfolio, consisting mainly of mortgage-backed and asset-backed securities. He also managed a $1 billion short-term asset portfolio, more than $3 billion in derivative positions, and was responsible for running the bank’s ALM model to measure interest rate risk.
Kohl holds a bachelor’s degree from the University of Connecticut and an M.B.A. from the University of Chicago. He also holds a Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute of Chicago.
Bill Paton
Vice President, Loan Participations, Lending & Subordinated Debt, Alloya Corporate FCU
As the Vice President, Loan Participations, Lending and Subordinated Debt, Bill Paton is responsible for the overall performance of Alloya Corporate’s loan portfolio and related liquidity products. Bill oversees the sales and distribution of Alloya’s debt capital markets programs and has a keen focus on member service as well as the present and future health of the corporate’s balance sheet as related to its loans.
Bill received his Bachelor of Arts in Economics from Hartwick College (Oneonta, NY).
Margo Giles
Senior Vice President of Operations, Alloya Corporate FCU
Margo Giles oversees the corporate’s payment operations functions, which consist of product delivery along with compliance, fraud prevention and product implementations for credit union members. Her responsibilities include supporting innovative and efficient delivery systems for wires, ACH, check processing, coin and currency, international payments and real-time payments while remaining compliant with all applicable regulations. As a leader of Alloya Insights: Faster Payments, Margo brings over 30 years of experience with building, integrating and leveraging systems and teams. She has extensive background in technology solution development and system integration, often with third-party service providers, with a special focus on the accurate, timely, secure and compliant delivery of payment services.
Jim Schneck
Chief Strategy & Innovation Officer, Alloya Corporate FCU
As Chief Strategy and Innovation Officer, Jim Schneck leads the strategic planning process, which ensures that organizational objectives and initiatives are directed towards increasing value to the membership of Alloya. Prior to Alloya, Jim worked as a management and strategy consultant where he helped numerous companies create new technology-driven business models. As a leader of Alloya Insights: Faster Payments, Jim leverages that experience to help credit unions move toward new and innovative payment offerings.
Kurt Stevenson
Senior Vice President, Payments, Alloya Corporate FCU | President, Alloya Solutions, LLC
As Senior Vice President of Payments, Kurt Stevenson oversees the corporate’s payment strategy and operations, compliance and member product support. Separately, Kurt also serves as the President of Alloya Solutions, LLC (Alloya Corporate FCU’s wholly owned CUSO). In this role, he oversees activities for the broker/dealer services and financial products offered through the CUSO. As a leader of Alloya Insights: Faster Payments, Kurt brings over 30 years of experience in executive leadership as well as balance sheet and earnings optimization in the financial services industry.
Lisa Bodell
Founder & CEO, FutureThink
FutureThink Founder and CEO Lisa Bodell ranks among the top 50 speakers worldwide and is the best-selling author of Kill the Company and Why Simple Wins. She’s a global leader on simplification, collaboration and innovation, whose keynotes leave audiences inspired to change and arm them with radically simple tools to get to the work that matters.
Lisa brings a compelling perspective to the sought-after topics of simplification and innovation to over 100,000 people each year. A thought leader and serial entrepreneur, her transformational message has inspired executives at top-ranked organizations such as Google, Cisco, Citigroup and the U.S. Navy War College.
Based on her best-selling books, Kill the Company and Why Simple Wins, Lisa provides a provocative yet practical approach that enables organizations and individuals to eradicate the unnecessary complexity and time-sucks that hold them back from more meaningful work, and allow simplicity to become their new operating system.
Lisa has contributed her expertise to a wide variety of media. She is a monthly contributor to Forbes and has frequently appeared in other media including: Fast Company, WIRED, The New York Times, Inc., Bloomberg Businessweek, Harvard Business Review, The Huffington Post, Fox News and CNN. She has also been featured in many major books such as Warren Berger’s A More Beautiful Question, Adam Grant’s Originals and AfterShock, the upcoming 50-year celebration based on futurist Alvin Toffler’s Future Shock.
Lisa has taught innovation at both American University and Fordham University and has a TED talk on the topic. She has served on the board of advisors of several organizations, including the Global Agenda Council for the World Economic Forum, the United States National Security Agency, the Association of Professional Futurists and the Novartis Board of Diversity & Inclusion.
Lee Rubin
Former Captain of the Penn State Football Team and Corporate Human Resources Professional
Lee Rubin is an emerging voice. His unique ability to understand and articulate winning principles with tremendous clarity and practical application makes him a highly sought-after speaker and teacher. Lee is a frequent speaker and panelist at corporations, conferences and schools throughout the country.
He holds a bachelor’s degree in speech communications, with a minor in business from Penn State University. Lee received a full athletic scholarship to play football for the Nittany Lions where he not only emerged as a three-year starting free safety, but also became a captain of the team.
Lee was born in Honolulu, Hawaii, and raised in Central New Jersey. He and his lovely wife, Carmen, have been blessed with two beautiful daughters.
2021 Highlights Gallery
Todd Adams
Chief Executive Officer, Alloya Corporate FCU
Since December 2013, Todd Adams has served as the Chief Executive Officer of Alloya Corporate FCU and has over 25 years of financial services experience. Adams leads the nation’s largest corporate credit union whose mission is to support credit union success.
With a strategic focus on advancing people/culture, member service, financial performance and compliance, Adams leads a team of skilled professionals, committed to supporting the success of credit unions across the country. Alloya provides dependable cash management services, an affordable advised line of credit and efficient single point access to a comprehensive set of payment services all delivered through its best in class Premier View technology and supported by high touch member service.
Adams also serves on the board of directors of Primary Financial, LLC, an efficient provider of brokered certificates of deposit; TranzCapture, LLC, the leading provider of check services; Aptys Solutions, LLC, a fintech organization focused on supporting efficient payment processes; CU Business Group, a CUSO providing business lending, deposit and consulting services to credit unions; and CU Investment Solutions (ISI), LLC, a registered broker/dealer. Through collaborative efforts, the CUSOS are designed to provide credit union members with access to capabilities through organizations that are owned by the credit union movement and aligned with the credit union mission.
Adams holds his Bachelor’s in Business Administration/Accounting from the University of Iowa.