Elizabeth Mc Cormick
About Elizabeth McCormick, CVP, CSP, CW2 (RET)
As a decorated US Army Black Hawk Helicopter Pilot, Elizabeth McCormick flew air assault, command and control, top-secret intelligence missions, and transported high-level government VIP’s, transitioning from her military service to corporate management with her diverse business background including being an international contract negotiator, and commodity manager in purchasing and supply chain specialist for global corporations. Elizabeth is now an in-demand Motivational Keynote Speaker, Certified Virtual Presenter, Certified Speaking Professional and Leadership Authority: currently #5 on the list of “Leadership Experts to Follow On Twitter”.
Her leadership and rise to success in the military paved the way for her professional achievements in corporate and entrepreneurial environments. Through her gifted art of analyzation and negotiation, expert mentoring abilities, mastery of management techniques, and team-building skills, she led several teams throughout her career to top achievements that include millions of dollars in strategic cost-saving measures for regional, national, and global entities.
Her authority on Leadership, Military, and Veterans Issues is highly sought after with the media. She is frequently seen on ABC, CBS, NBC, FOX, CW, in the Wall Street Journal and was just recently live on CNN for a segment on flying helicopter. Her personal development book, The P.I.L.O.T. Method; the Five Elemental Truths to Leading Yourself in Life, is a “must read” along with her 18+ business tip books in the Soar 2 Success series on leadership and entrepreneurial topics.
In addition to her aviation training, Elizabeth was trained in the US Army’s Safety School to contribute to her unit’s preparedness and readiness. Of her many military awards, she is most proud of receiving the Meritorious Service Medal and Humanitarian Service Medal and of course the Army Aviator badge. In 2011, Elizabeth received the US Congressional Veteran Commendation for her service to her country and community as a disabled veteran.
Elizabeth speaks at 100+ engagements per year and is an in-demand motivational business success speaker with presentations on Leadership, Safety, Sales, Change Management and Resilience, Professional Development, and Personal Growth, bringing a celebrity experience to events whether face to face or virtually.
Elizabeth inspires audiences, sharing her pioneering and insightful aviation lessons learned in a dramatically memorable and action-oriented keynote presentation. As a premier leadership trainer and top performing founding member of the John Maxwell Team of speakers, coaches and trainers; She is a dynamic and energizing expert sought after for events around the world.
In 2019, Elizabeth earned her Certified Speaking Professional (CSP) career designation bestowed by the National Speakers Association. To achieve this designation, the professional speaker must demonstrate documented proficiency over a minimum of five years, must receive positive evaluations from their clients, and be evaluated and affirmed through a peer-review process. In 2020, Elizabeth earned the “Certified Virtual Presenter” designation for her proficiency in online and virtual performances.
Ron Hasbrooke is a Senior Sales Executive for Harland Clarke, A Vericast Business. He brings more than 20 years of leadership and business development experience, including expert knowledge of contact centers, where he has held second- and third-level sales, service and operations leadership roles. A consultative professional who understands the fast-paced, high-pressure environments of contact centers, Ron helps build, launch, manage and support hundreds of inbound and outbound programs annually for the company’s financial institution clients.
Tracy Gudmundson is the Vice President, Contact Center Operations for Harland Clarke, A Vericast Business. She collaborates with her leadership partners in staffing, workforce management, training, reporting, information technology, quality assurance and human resources to plan and implement tailored inbound and outbound programs that exceed client expectations.
Vice President, Contact Center Services
CO-OP Financial Services
Orlando Huerta is Vice President, Contact Center Services, for CO-OP Contact Center, a solution line of CO-OP Financial Services (www.coop.org). Huerta joined CO-OP in March 2017, and is responsible for contact center operations, ensuring people and processes meet the needs of its credit union clients. Based in Fort Worth, Texas, Huerta began his contact center career in the financial industry in 1997, and has been a part of the credit union movement since 2006.
Vice President and Member Assistance Center Director
GreenState Credit Union
Amy Stevens is Vice President and Member Assistance Center Director for GreenState Credit Union, a $7.5 billion North Liberty, Iowa-based cooperative (www.greenstate.org). Stevens joined GreenState in January 2020, just at the start of a momentous phase in the life of the credit union, as she will be relaying to NCUCCC attendees. Stevens is a team-oriented leader with over 20 years of experience in service, client relationships, process improvement, problem solving, strategic planning and communications.
Janie Warner has nearly 30 years of experience in executive management and human resources, six as a vice president at Arkansas Federal Credit Union and three as chief administration officer for ABC Financial Services, Inc. She served on the adjunct faculty of Embry Riddle Aeronautical University, teaching human resources management, organizational development and labor relations. She is a nationally recognized speaker in the areas of volunteer board governance, executive management, leadership, ethics and human resources.
Janie currently serves as Senior Consultant and Client Resource Team Leader for Client Relations at Regions Insurance Group, Incorporated of Birmingham, Alabama.
Janie earned a bachelor’s degree in psychology from Evangel University in Springfield, Missouri, and a master’s degree in human resource management from Golden Gate University in San Francisco. She is also a PPACA certified professional.
Celeste Cook is founder and President/CEO of cuStrategies LLC. As a credit union industry strategist, Celeste provides strategic planning services, experienced consulting services, and expert training programs to the credit union industry. In addition to being a consultant and trainer, she is a keynote and motivational speaker with a dynamic and engaging style that have made her highly sought after within the credit union industry. Celeste has also served as an industry expert, motivational specialist, and keynote speaker for credit union associations and leagues nationwide.
Along with being CEO of cuStrategies LLC, she has been involved in the credit union industry for more than 20 years and a professional speaker and trainer for more than 15 of those years – also working for a $1.6 billion credit union in Atlanta, Georgia, and working as a consultant and trainer with Rex Johnson of Lending Solutions Consulting. Celeste integrates her experience and proven strategies into her presentations that have helped credit unions across the nation increase loan growth and profitability…up to 33 percent loan growth with decreased and/or minimized delinquencies and loan losses (with an emphasis on consumer lending) in one year.
Randy Kahlich leads Contact Center Operations and Support at PSCU, with primary responsibilities for all workforce management functions, front-line operations staff, quality and member engagement, vendor management, back-office operations and contract management. With over 22 years of experience in the contact center industry, Randy has held leadership positions in workforce management, operations management and project management, including support for large telecommunications clients across the globe such as Verizon, Frontier, Sprint and CenturyLink.
Dennis travels across the US speaking at leadership summits, management training events, healthcare conferences. Many people already know him as “The Drama Free Guy” because he
understands that if you eliminate unhealthy drama in the workplace, your teams will thrive and succeed.
Dennis is the author of The 8 Qualities of Drama Free Teams, The Power of Pursuit, Drama Free Teams in Healthcare, Drama Free Productivity, and Drama Free Relationships. In addition to being a keynote speaker and author, he is a leadership consultant who is passionate about helping leaders create high-trust, high-performance cultures.
Tim Proctor has been in the Telecommunications Industry for 32 years. During his first seven years with AT&T, Tim worked with clients such as American Express, Southeast Toyota, Beckman Coulter, and Cellular One.
For the last 25 years, Tim Proctor has worked as an unbiased, independent telecom consultant. While his firm, The Delta Consulting Group, has worked with clients as large as Carnival Cruiselines….his firm now focuses solely on providing TELECOMMUNICATIONS CONSULTING FOR CREDIT UNIONS across the United States.
Tim works with Credit Unions in all areas of Telecommunications, including ACD and Telephone System Selection and Contact Center Consulting.
Tim holds a Bachelor’s degree from Florida State University and an MBA from Nova Southeastern University. Tim served on the board of the largest Telecommunications Consulting organization in the United States for 6 years, as well as holding the office of Executive Vice President. Tim is also a writer for the Telecom Industry Publication, No Jitter.com.
Shai Berger, Co-Founder and CEO, Fonolo
Shai is the Co-Founder and CEO of Fonolo, a leading provider of cloud-based call-back solutions. He speaks regularly at events like IT Expo, OpenTalk, Call Center Summit, Tech Toronto, and TADSummit. Shai’s experience and accomplishments within the customer service and contact center industries have positioned him as an influencer in the space.
Ashley Kalcic has spent over ten years in the contact center industry with The Call Center School, addressing the training needs and initiatives of hundreds of clients from small contact center organizations to large fortune 500 companies. With a B.A. in psychology from Northern Illinois University and a focus on Industrial Organizational and Cognitive processes, Ashley has a unique understanding of what helps motivate, retain and satisfy individuals in the workplace. With that, she promotes ongoing training and development at all levels of the contact center, from frontline staff to contact center supervisors, workforce managers, and quality assurance specialists.
James (Jim) Quiggins has over thirty years of experience in “all things contact center.” He has worked with several leading providers of contact center technology solutions. Jim is currently a customer experience leader for the US region of InVision responsible for the injixo cloud-based, SaaS WFM offering. He began his career in higher education and holds a Ph.D. in communication and human relations from the University of Kansas.
Rick DeLisi is a researcher/presenter who is best-known as the co-author of the best-selling business book, “The Effortless Experience”, and is now working on a new book to be called “Digital Customer Service” which he is co-authoring with Glia CEO Dan Michaeli.
Prior to joining Glia he spent 15 years with Gartner, specializing in Customer Experience, Customer Service and Communications. He was named a Gartner Fellow based on his research into the connection between employee effort and customer loyalty.
Past experiences also include stints in the airline and hospitality industries, as well as TV and radio broadcasting.
He has appeared at live events in over 25 countries and 100 cities, including New York, London, Paris, Amsterdam, Sydney, Johannesburg and (his guilty favorite) Las Vegas.
Evan Siegel is eGain’s VP Financial Services AI, where he is pursuing his passion of democratizing quality financial advice and coaching. He is leading eGain’s effort by applying the latest developments in AI, machine learning and knowledge management. This technology is powering financial firm’s support of their customers’ efforts to achieve their financial ambitions. Prior to eGain, Evan held various customer experience and sales strategy leadership roles over 15 years at Wells Fargo, where he also established the bank’s financial health coaching team that was featured in the annual report and brand advertising campaign.
Dr. Milind Borkar is the Founder and CEO at Illuma Labs, a CUSO specializing in real-time voice authentication and fraud prevention solutions for credit unions.
Prior to Illuma Labs, he received his Ph.D. in Electrical and Computer Engineering from the Georgia Institute of Technology in 2008, after which he worked at Texas Instruments in roles spanning R&D, Marketing, and Business Development.
He has launched 50+ hi-tech products, is an inventor on 21 patents, and an author on 14 technical publications.
Matt has worked in the financial services industry for 26 years with his primary focus serving credit unions. After graduating from the University of Illinois, he began his career as an insurance producer with Stewart Associates in 1995, which later was acquired by CUNA Mutual Group.
Matt has been with LSI since 2014 and has helped credit unions in the Southeast to understand the importance of providing their members with AlwaysLIVE (24/7) person to person member service when members need assistance.
In addition, Matt has helped credit unions realize the importance of AlwaysLIVE lending and member service availability via an omni channel distribution model.
Matt is married and lives in Wheaton, Illinois and enjoys spending time with his extended family when he’s not working with credit unions throughout the Southeast. He is a big Cubs and Bears fan too!
Perry Price brings a successful sales track record with high-growth technology and Fortune 500 companies to his work with Revation Systems. In his role of president / CEO, Price builds and grows the customer base, recruits qualified talent, and streamlines internal operations. Price utilizes his deep domain expertise in IP networking and communication applications, including telephony, unified communications, call-center technologies and messaging. He and the Revation team are dedicated to providing a secure, easy-to-use communications solution to industries such as healthcare and financial services.
Price is a lifelong entrepreneur, with more than 20 years experience in the telecommunications industry. Prior to co-founding Revation Systems, Price was vice president at Aravox Technologies, a start-up voice over IP (VoIP) security company. While at Aravox, he had global responsibilities for sales and business development. He also worked with the team to evangelize Aravox’s new product with some of the world’s largest telecom companies in efforts to build a global sales force. Aravox’s intellectual property was acquired by Alcatel in 2001.
Before joining Aravox, Price was director of technology and sales development in Lucent’s (later Avaya) services-provider sales group, where he jointly developed Avaya’s sales strategy. In this capacity, he ran the data-networking group. In the course of two years, Price increased annual revenues from less than $50 million to more than $200 million through the reorganization of the corporation’s channel model. He also previously held several different sales positions, ultimately becoming the director of regional sales for AT&T’s Internetworking Group.
Karan Kashyap is the co-founder and CEO of Posh Technologies, a Conversational AI CUSO helping credit unions automate contact center workflows 24/7 to better serve members while providing an intelligent banking experience. Karan is an alumni of MIT’s Computer Science & Artificial Intelligence Lab, where he earned his Masters degree in Artificial Intelligence.
Juan Fernandez - EMCEE
Juan serves as the Credit Union Association of New Mexico’s President & CEO. His work in credit unions began at an early age working as a credit union teller while pursuing his college degree. Prior to his work in New Mexico, Juan held positions leading the credit unions’ community development efforts in New York and Washington state. Through his work, he has worked with credit unions to help them seize opportunities to serve unmet needs in their communities, help their members, and achieve sustainable growth.
In New Mexico, Juan’s team drafted and successfully passed legislative initiatives that have enabled credit unions to better reach and provide services to the underserved. He built coalitions, forged relationships needed to drive effective change, and brought people together to achieve consensus across political lines and ideologies.
Juan’s career has also involved work to help lift up the underserved communities in the states he has lived. He developed partnerships within communities and new programs & services to better reach emerging markets. His experience across segments of the cooperative movement, in particular with economic development initiatives, has led Juan to pursue a stronger and more vibrant cooperative collaboration across the movement.
Born and raised in Puerto Rico, he is very passionate about helping credit unions reach their potential and provide excellent member service. Juan received his BA in Economics from Binghamton University and his MBA from Western Governors University.