CUNA Volunteer Institute - Maui
Instructors

Instructors

  Steven W. Rick

Steve is a senior economist for Credit Union National Association. He conducts economic research, teaches at various credit union schools and conferences, and writes articles for CUNA publications. Steve facilitates strategic planning sessions for credit union boards and has authored a textbook on asset-liability management. Steve is also a faculty member of the economics department at the University of Wisconsin-Madison.

  Eric Klein

Eric is president of Dharma Consulting and is a respected visionary and international expert on personal and organizational renewal, corporate culture, and leadership. Author of the acclaimed book, Awakening Corporate Soul: Four Paths to Unleash the Power of People at Work, Eric works with organizations that want to become high-performance and high-fulfillment organizations. His training gives leaders the tools to renew and transform their own leadership commitment and create a culture of service and self-responsibility. Eric brings a unique East/West background to his work. He has practiced and taught meditation for over twenty-five years and has held leadership positions at two Fortune 500 companies.

  David A. Reed

David A. Reed, founder of CU Doctor, is an author, consultant, and nationally recognized speaker. Reed provides guidance to credit unions concerning a variety of matters, including credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. A former bankruptcy attorney, vice president, and general counsel for a large credit union, Reed is particularly noted as an expert in the areas of bankruptcy and collections.

  Dallas Bergl

Dallas has worked in the credit union industry for two decades, holding positions from collections manager to CEO. He is currently the president and CEO of INOVA FCU. During his career as a CEO, he has successfully worked with the board of directors of three separate credit unions to improve their financial position, organizational structure, and regulatory ratings, including a CAMEL 4 to CAMEL 1 turn around.

  Robert Weaver

Robert has been a dedicated credit union volunteer for many years and is an outspoken advocate for progress in the credit union community. He has served as director at INOVA FCU since 1994 and has held several positions including chairman, vice chairman, and director. During his tenure, INOVA FCU has undergone many changes and improvements, including more than doubling its asset size.

  Lois Kitsch

Lois Kitsch is currently the national program manager for REAL Solutions with the National Credit Union Foundation. As the director of field projects with the Filene Research Institute, Lois piloted the REAL Solutions program in three leagues which implemented and tested new business models designed to serve new target markets, including young adults, immigrants, and modest income households. Earlier in her career, Lois managed credit union development projects for the World Council of Credit Unions. She has actively promoted credit union development in almost 40 countries.

  Marcia Barron, CPA

Marcia Barron is the director of internal audits for Credit Union National Association and CUNA Strategic Services, Inc. She is responsible for providing an independent evaluation function, primarily focused on assisting management and the audit committees in the ongoing development of the control environment. She is also involved in the evaluation and assessment of significant risk associated with new, merging, and consolidating functions that impact services, processes, operations, and controls. Marcia has over twenty years of experience in finance and audit.

  Julie Esser

Julie Esser, director of new alliances for CUNA Strategic Services, is responsible for the development of new strategic alliance relationships. This includes assessing the marketplace needs; understanding the market opportunities and threats; determining if a new product line would be better supported through a new alliance or existing one; executing and evaluating RFPs; conducting the due diligence investigation; creating the business plan; developing overall profitability; and creating marketing, sales, and support strategies. Julie has been with CUNA for 20 years and has extensive experience in product management, marketing, product development, and project management.

  Tim Harrington, CPA

Tim is president of T.E.A.M. Resources, a training and consulting firm that provides consulting, strategic planning, and training to credit unions from coast-to-coast. Tim is a dynamic speaker who can make complex subjects very simple. As an expert in the field of credit unions, he has been involved in hundreds of credit union audit engagements and has consulted with, and provided training to, credit union employees throughout the country. Tim has been working with credit unions since 1989 when he directed the internal audit of a $100-million-dollar credit union. As an internal auditor, he gained a deep understanding of credit unions, their problems and successes.