Terrence Adam

ncua seal blue webTerrence Adam has been a Supervisory Examiner for six years and was previously a Regional Lending Specialist and Principal examiner. He has been with NCUA for 24 years.

 

 

 


 

Glenn Grau

Glenn Grau WEBAs Senior Vice President of Sales and a member of PWCampbell’s Planning Committee, Glenn is charged with leading the business development team for the company and assisting clients through the re-imagination of their retail branch network. He also helps guide them through the construction process, from program and design development into post construction, ensuring quality and client satisfaction every step of the way.

A veteran banker himself, Glenn spent over 10 years in key management roles for Dollar Bank where he was responsible for twelve branch locations, managed 100 employees and oversaw assets of $2 billion.  This experience, combined with his extensive knowledge in the design/build arena, makes him an authority on branching. Working with hundreds of banks and credit unions to optimize their retail branch network and operations space over the past two decades has enabled him to speak to the latest branching trends, methods to revitalize branch networks for peak performance and profitability, and optimum space planning for operational efficiency and future growth. Glenn has a distinctive knack for blending his diverse understanding of banking, construction, and marketing to provide effective solutions for clients of every size.

Glenn holds a Bachelor of Arts Degree in Finance, Management and Accounting, as well as a Master’s Degree in Business Administration and is licensed in commercial real estate. He is frequently asked to share his knowledge via speaking engagements with financial leagues and associations throughout the mid-Atlantic Region. 


 

Nicole Haverly

Nicole Haverly WEB

Nicole Haverly is a Product Director for Viable Equity overseeing loans, advanced loans, applications and fair lending. Prior to Visible Equity, Nicole worked at a credit union in Minnesota, where she oversaw all things related to credit risk, and contributed to the credit union movement for 10 years. Nicole oversaw the Collections department, managing risk associated with members' ability to repay, in addition to oversight of Quality Control and Investor Relations (Secondary Market). Enhanced and developed internal net yield analysis, profitability analysis, and process improvement for Collections and credit risk practices. As member of the ALCO (Asset Liability Committee), evaluated, monitored, and approved changes to underwriting guidelines, risk based pricing, and strategy.

Nicole earned her MBA with a concentration in finance from Keller Graduate School, and received her undergraduate degree from the University of Wisconsin. She is dedicated to improving the financial health of Americans and is committed to helping financial institutions understand and manage risk in their lending portfolios. Nicole resides with her family in Hudson, Wisconsin and enjoys running, photography, and encouraging her two daughters to chase their dreams. 


 

Rich Jones

RichJonesWebA published author, Rich Jones is President of Leaders2Leadership LLC. Before starting his strategic planning agency, he was AVP of BI, Marketing and Business Development with $1B Elements Financial FCU.  With more than three decades of experience, he brings innovative thought to credit unions across the country.  In 2018, Rich received the Lifetime Achievement Award from CUNA Marketing and Business Development Council.

Rich has designed transformational change while working and has led organizations into the science and art of using member data to design and deploy products, services and marketing messages that support sales efforts.

A Marine and graduate of Colorado State University, Jones shares his expertise at www.leading2leadership.com.

 


 

Jill Nowacki
Jill Nowacki Full WEB

Jill Nowacki started her career with credit unions in 2001, most recently serving as President & CEO of the Credit Union League of Connecticut. Her background includes leadership at state and national trade associations and in natural person credit unions. She has experience in politics and communication; human resources and strategic planning; community development and marketing. With each role, her purpose remained the same: Help credit unions realize their full potential to expand the economic capacity of members and communities. 

Jill has deeply engaged with credit unions across the country, working with Boards of Directors and executive teams to foster growth. They need products, services, and technology to meet member needs, but the true differentiator is in credit unions that leverage the value of human capital to make their systems work best.

Today, Jill helps credit unions increase relevance and win the war for talent at all levels, from front-line staffing through the Board of Directors. By strategically addressing the value of human capital, credit unions can create environments where people bring their best, authentic selves to work; resulting in diversity in thought, increased innovation, stronger succession planning, and ultimately: Relevant, growing credit unions that expand the economic capacity of the members and communities they serve. 

Jill holds a Master’s in Public Administration from the University of Montana and a Bachelor’s Degree in Communication and Public Relations from Carroll College (Helena, Montana). She is a certified International Credit Union Development Educator and a Certified Association Executive and a past recipient of the Northwest Credit Union Association’s Young Professional of the Year Award.

 

 


 

Rayleen Pirnie

RayleenPirnieWEBRayleen is the founder and owner of RP Payments Risk Consulting Services, LLC. based in Missouri. She is a nationally recognized payments risk and fraud expert who offers specialized consulting services, procedural and risk management reviews, and payments education. Rayleen’s specialized skill is delving into the world beyond the payment rules; areas where businesses often find themselves in positions of liability or loss with little to no clear guidance. She is an Accredited ACH Professional (AAP) who has worked with all payment systems for nearly 20 years. Rayleen also holds a Bachelor’s of Science in Criminal Justice Administration.

Rayleen’s educational programs provide real-world, actionable information for financial institutions and businesses on topics ranging from payments risk management to information security. She authors payments risk and fraud blogs geared toward helping organizations recognize threats and protect themselves from loss.

Always interested in risk management, Rayleen has supported many notable organizations over the years. She is currently a member of the International Association of Financial Crimes Investigators, supporting their training programs since 1998. She sat on NACHA’s Risk Management Advisory Group (RMAG) for two terms, and assisted with FSISAC’s first CAPP exercise.


 

Peter Sullivan

Sullivan Peter Grey WEB

Peter is a senior executive benefits specialist for CUNA Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs specifically tailored to credit unions. He is located in the Eastern Region and brings to CUNA Mutual Group his experience in the financial services industry since 1990.

Peter most recently held the position of vice president, multi-life sales at Lion Street where he helped business owners with executive benefits plan designs and multi-life programs for employees. Peter holds various FINRA securities registrations.

A graduate of the South Eastern Massachusetts University, Peter also received a Juris Doctor degree from the Massachusetts School of Law. Peter is also a member of the Massachusetts Bar.

You may contact Peter at 800.356.2644 ext. 665.8636 or you can send him an email at peter.sullivan@cunamutual.com. 


 

Marcus Vander Wall

ncua seal blue webMarcus Vander Wall grew up in the mid-west and graduated from Calvin College in Grand Rapids, Michigan with a bachelor’s degree in accounting. While attending Calvin, he met his wife Sarah, who convinced him to move to her home state of New Jersey following graduation. Marcus went into culture shock. After he recovered, Marcus began his career with NCUA in 1999 as a field examiner assigned to Newark, NJ. In 2010 he worked for NCUA’s Examination and Insurance office, and in 2011 he became a Supervisory Examiner. Marcus and Sarah have been married for 20 years and have two boys, ages 14 and 10.