J. Owen Cole, Jr.
Topic: Enterpise Risk Management

As director of NCUA’s Office of Capital Markets & Planning, J. Owen Cole, Jr., leads the development of policies and procedures on credit union investments and ALM. During his 15 years at NCUA, he has served as deputy executive director and is now president of the agency’s Central Liquidity Facility (CLF). Cole also spent a decade as an investment trader and portfolio manager.

Larry Harmon
Topic: Enterpise Risk Management

Larry Harmon, chief risk officer for Members United, oversees the management of interest rate, credit, and liquidity risk, as well as business continuity, compliance, and audit services. His quarter century in financial services includes 11 years at U.S. Central Credit Union, where he was chief operating officer and chief compliance officer for U.S. Central Capital Markets, a registered broker/dealer. He has consulted extensively in the area of risk management.

James Toliver
Topic: Enterpise Risk Management

James Toliver, CFA, executive director, advisory services, uses his 20-plus years of experience in investments, capital markets, and finance to oversee investment advisory for Balance Sheet Solutions, LLC. Formerly the chief risk officer at Mid-States Corporate FCU, he has held senior positions in several natural-person credit unions, and worked with such well-known organizations as First Nationwide.

Kevin Chiappetta
Topic: The Importance of Assumptions for ALM Risk Analytics

Kevin P. Chiappetta, CFA, drives Balance Sheet Solutions’ Share Sensitivity Analysis product, which evaluates the rate sensitivity of share deposit balances. His position as senior portfolio manager requires him to manage investment portfolios and help credit unions design balance sheet strategies. He also has experience in trading asset-backed securities and grading CFA exams.

Bobbie Gee
Topic: Member Service vs. Member Relations - Establishing the Emotional Connection

Bobbie Gee, CPAE, has been named one of the top 12 motivational speakers in the world. Over the past 20 years, she has been inducted into the National Speakers Association’s Hall of Fame, authored several books, contributed to the original Chicken Soup for the Soul, led the producer of the world’s #1 carbon monoxide sensor—and spoken on six continents. Among her books are Creating a Million Dollar Image for Your Business.

David Hale
Topic: Economic Realities: A Global View

David Hale’s analyses have appeared in such must-read publications as The Wall Street Journal, The Harvard Business Review, The Financial Times of London, and The New York Times. He has spoken at the World Economic Forum, briefed presidential advisers, and won a distinguished award whose recipients include Paul Volcker and Alan Greenspan. As global economist and chair of China.

Kevin Hassett
Topic: Impact of the Economy on Credit Unions

An economic adviser to two presidential campaigns—and the former senior economist for the Fed’s Board of Governors—Kevin Hassett has appeared on Today, the CBS Morning Show, The NewsHour with Jim Lehrer, Hardball, Moneyline, and Power Lunch. He currently serves as director of economic policy studies for the American Enterprise Institute, and is the author of seven books. The U.S. Treasury Department and numerous Fortune 500 companies have made use of his advice and consulting services. As a speaker, Hassett is renowned for his wit, humor, and common sense approach.

Michael Mosher
Topic: Credit Risk Analytics

As assistant vice president of fixed income research, Michael Mosher, CFA, directs Members United’s investment management research process by analyzing the credit quality of investment asset classes. His over 20 years in financial services include senior positions at ABN-AMRO Asset Management and Duff & Phelps Credit Rating Company. He has appeared on the Nightly Business Report to discuss the mortgage banking industry.

Kristina Muller
Topic: Finding Value in Today's Market

As a senior portfolio manager, Kristina Muller, CFA, manages investment portfolios for clients of Balance Sheet Solutions, LLC. During her career in finance, she has managed both fixed income and equity portfolios in trust and investment capacities.

Nick Perna
Topic: From Recession to Election: What's Next

The Wall Street Journal and BusinessWeek have twice cited Nick Perna, Ph.D., among the nation’s top economic forecasters. Over the course of his distinguished career, Members United’s resident economist has served in a similar role with the Federal Reserve Bank of New York, General Electric, and major banking institutions. He has appeared on The NewsHour with Jim Lehrer, CNN, CNBC, the NBC Nightly News, ABC Radio, and NPR’s All Things Considered.

Gregg Perry
Topic: Debate Moderator - A Debate on the Economy, Today and Tomorrow

As an Account Executive at Balance Sheet Solutions, LLC, Gregg Perry is responsible for developing relationships with member credit unions by recommending and selling balance sheet management products and services. Prior to this, Gregg was an Investment Consultant in Empire Corporate’s Investment Center, as well as a Senior Securities Consultant with MemberTrade Financial Group, LLC. He also holds his Series 7, 63 and 65.

James Van Arsdale
Topic: Panel Discussion Moderator - Strategies That Work: What Other Credit Unions Are Doing Right

Currently Members United’s senior vice president for the Massachusetts market, James Van Arsdale has devoted more than 25 years of his career to financial services. Before Members United, he served as president and CEO of The Central Credit Union Fund. He has also held senior positions with CUNA Brokerage Services, Inc., and other well-known financial firms.