Are you looking to expand your professional network and connect with industry experts in the credit union sector? Don't miss out on this inc...
Start your conference day off right with our complimentary breakfast vouchers, provided to you upon registration.
Adams & Madison
Join us for an exciting and inspiring start to our annual Conference and Expo. This welcome session is designed to set the stage, energize a...
Adams & Madison
Adams & Madison
Join us for an engaging presentation by the National Credit Union Administration.
This presentation provides valuable insights into their reg...
Adams & Madison
Adams & Madison
A discussion on how human resources can serve as a strategic business partner, enabling Credit Unions to execute their organizational goals
Adams & Madison
Sergio Ernesto Reyes Monroy, better known as DJ Sergio, began his career as a Disc Jockey in 1994 with Sonidos Mobiles, performing at all parties throughout the South Texas area. Over the next two years, he became part of nightclubs in McAllen, Texas, playing tropical rhythms such as salsa, merengue, bachata, reggaeton, and Spanish pop music. In 1997, DJ Sergio had the opportunity to work for significant corporations such as Graham Central Station and residence in renowned nightclubs in South Texas like Tao Nightclub. In the following years, he became a resident DJ at Club Rio in San Antonio and performed at significant events such as Club Diego in Las Vegas, Nevada.
In 2009, he started a project on the Digital 101.5 Radio Station, now known as Digital Traffic Mix. In 2014, he joined Entravision Corporation to work on English and Spanish radio formats such as 107.9 Mix FM and La Tricolor 99.5, continuing to fill the city of McAllen, Texas, with beats and impacting the radio and nightlife scene. He has become one of the leading DJs representing Latin and Top 40 music in South Texas to this day. DJ Sergio mixes and produces Latino remixes, video remixes, House, Top 40, and Dance music. With his achievements and recognitions up to the present day, DJ Sergio continues to be active in the nightlife and the art of Video DJing in the Rio Grande Valley.
Sabrina is a certified consultant, coach, facilitator, & bestselling author that helps nonprofits and small businesses build relationships that increase revenue. She has over 25 years of experience in nonprofit management, fundraising, and leadership. Among Sabrina’s successes is that she increased operation revenue from $750K to $2.5M and completed a $12M comprehensive capital campaign in the 3rd poorest county in the United States. She has facilitated numerous workshops with hundreds of nonprofit and business professionals. Sabrina is certified in Nonprofit Management by Harvard Business School. She is an active community leader and volunteer in Edinburg, Texas where she is based
Virginia Whitham, Chief of HR Rally Credit Union SCMS, SPHR, SHRM-SCP
Executive with thirty years of progressive human resources, organizational development, compensation/benefit program and strategy experience. Over fifteen years’ experience in the financial/insurance industry and has worked with top executives and boards of directors focusing on strategic planning, organizational development, executive compensation, and culture. Embraces creating an inclusive environment where employees can thrive, be engaged, and deliver world class service.
Bachelor of Science, Business Administration
Columbia College, Columbia, Missouri
Member Society for Human Resources, State and Local Chapters
Southwestern CUNA Management School, Class of 2021
Southwestern CUNA Management School – Faculty 2022 to present.
CUNA HR & OD Professional of the Year - 2023
Rally Credit Union (formally Navy Army Community Credit Union), Corpus Christi, TX
Four Billion in Assets, 800+ Employees, 200,000+ members
Join Lexop, a leading expert in member engagement solutions, on a journey to uncover the incredible impact of empathetic communication across various channels. As member preferences change and technology advances, mastering empathetic communication across channels becomes essential for building meaningful connections. Through real-life case studies, we'll provide practical insights to help you enhance your member interactions with a mix of personalization, convenience, and technology. Boost your skills, embrace digital tools, and confidently step into the future of member engagement!
Key Learning Outcomes:
• Adapting to Evolving Preferences: Acquire insights into shifting member preferences and learn how to implement an adaptive communication approach aligned with their ever-changing expectations.
• Striking the Empathy-Efficiency Balance: Explore proven strategies to balance operational efficiency with genuine empathetic engagement. Achieve performance objectives while nurturing meaningful member relationships.
• Capitalizing on Digital Outreach: Unlock the potential of digital mediums such as email, text messaging, and seamless payment portals. Learn how to skillfully use these tools to engage with members and facilitate seamless, user-friendly interactions.
• Envisioning Tomorrow's Member Experience: Peer into the future with emerging technologies like Machine Learning and Artificial Intelligence (AI). Consider the potential pitfalls and opportunities brought forward by these advancements and how they may be used to offer members a bespoke, frictionless experience.
Debra S. Holland is the Commissioner, Wage and Investment (W&I) Division of the Internal Revenue Service (retired). Debra has over 40 years of leadership experience, with 12 years as an IRS executive. As the Commissioner W&I from 2013 until her retirement in 2017, Debra led the largest business division in the IRS with 47,000 employees, 70 executives, and 2,000 senior managers. She was responsible for the administration of tax laws governing all individual wage earners in the United States. Debra oversaw a $2.3 billion budget. Her team’s accomplishments included implementation of numerous legislative mandates such as the Affordable Care Act, Health Care Tax Credit, Individual Identification Number program overhaul, and hundreds of annual tax code changes and updates.
Debra’s personal leadership story is one of triumph over adversity, from young mother and high school drop-out to one of the top women executive leaders in the IRS. Since retiring from the IRS, she enjoys spending time with her family, speaking to business professionals on a variety of leadership topics, and helping small businesses and nonprofits succeed. Debra is a co-owner of 3 Gen Insights, a leadership and business consulting firm.
Wayne holds a bachelor’s degree in business finance and currently holds his Series 7 and 63 securities licenses. He has spent the last 13 years working as Associate Partner for The Baker Group as a broker/dealer where he handled relationships with Banks and Credit Union in eight states. He also spent 12 years as Director of Operations for New Vision Consulting Group where he managed all day-to-day operations.
In 1981, founder James V. Baker revolutionized financial risk management with his publication Asset/Liability Management. In his best-selling book, Dr. Baker recommended integrating interest rate risk and investment portfolio management with balance sheet management to better monitor and measure interest rate risk and improve overall performance. By applying Baker’s “total bank” approach, community financial institutions were able to adapt to the changing market throughout the years.
Today, The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and interest rate risk management for community financial institutions nationwide. After decades of industry service, The Baker Group continues to grow and adapt in order to better serve their financial partners.
The Baker Group is nationally recognized by these state banking associations:
Mark Avelar currently serves as Executive Vice President at Texas Bridge Credit Union, an $80 million community credit union. Mark is also President of the Coastal Bend Chapter of Credit Unions that provides networking, leadership and training opportunities for area credit unions. He is also actively engaged in legislative advocacy and public affairs efforts.
Mr. Avelar is a graduate of Leadership Corpus Christi Class 29 and former Steering Committee member, Board member of the USS Lexington Museum and serves on the Executive Board for the Buccaneer Commission, Corpus Christi’s longest-running community festival.
Rose Murillo is the Fraud Operations Manager at Randolph-Brooks Federal Credit Union and has held various roles within the organization. With nearly 20 years of Financial Institution experience Rose brings a refreshing approach to Fraud Operations & is always mindful of the overall member experience. Rose is a firm believer in the importance of member education & enjoys providing tools members can utilize on how to not become victims of fraud.
With a background in psychology, training and development, and fraud investigation; Emrys Gravell’s career expands over several sectors within the financial world. With seven-plus years of experience, Emrys has worked his way up from an entry-level position in various fields and is currently working as the Fraud Operations Assistant Manager at Randolph-Brooks Federal Credit Union. Emrys brings an enthusiastic opportunity to simplify difficult conversations and make them relatable in our day-to-day lifestyles.
800 Convention Center Blvd., McAllen, Texas, 78501.
Rates are $159 for a single or double and are available until September 15, 2023.
Check-in is at 3 pm, and check-out is at noon. Make your reservations soon to receive this special rate. Rates
are based on availability.