
Deborah Crawford
President
Gettechnical Inc. |
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Deborah
Crawford is the President of Gettechnical, Inc., a
firm specializing in the education of banks and credit unions across
the nation. Her 28 plus years of banking and teaching experience began
at Hibernia National Bank in New Orleans. She graduated from Louisiana
State University with both her bachelor's and master's degrees.
Deborah's specialty is in the deposit side of the financial institution
where she teaches seminars on regulations, documentation, insurance and
Individual Retirement Accounts. |
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Janice Branch
InterAction Training |
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Janice Branch has been a senior training consultant for InterAction Training for twenty years. She is a very seasoned presenter who has all the right stuff to wow her participants about the subject matter. Prior to joining InterAction Training, Janice was the Senior Manager of Training for Consolidated Communications where she managed, designed, coordinated and presented training programs for this multi-state telecommunications company with over 1000 employees. Janice obtained a Bachelor of Business Administration with a major in Management from Almeda University and is certified by the University of Houston in Leadership and Management. In addition, Janice obtained trainer certifications from Achieve Global and Development Dimensions, Inc.
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Christy Crawford
President
Christy Crawford Consulting
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Christy Crawford is president of Christy Crawford Consulting, an Orlando-based firm, specializing in the education of banks and credit unions across the nation. Christy is an associate speaker for Gettechnical Inc. As a former trainer for Wal-Mart Corporation, and former V.P. of Gettechnical Inc. she brings her previous 12 years of sales and training experience to your financial institution. She earned a bachelor's degree from Louisiana State University and is BSA/AML certified. Her expertise is in the deposit side of the financial institution and focuses on teller, new accounts, IRAs, HSAs, robbery, security and BSA for the front line training.
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Susan Costonis
Compliance Consultant
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Susan
Costonis is a compliance consultant and trainer. She specializes in
compliance management along with deposit and lending regulatory
training. Most of her 34 year career was spent as a banker in several
areas including lending, loan administration, electronic banking and
compliance risk management.
Susan
has written numerous training manuals and successfully managed
compliance programs and exams for institutions that ranged from
community bank to large multi-state bank holding companies. She has
worked for institutions supervised by the OCC, FDIC and Federal Reserve.
She has been a Certified Regulatory Compliance Manager since 1998,
completed the ABA Graduate Compliance School, and graduated from the
University of Akron and the Graduate Banking School of the University of
Colorado. She regularly presents to bank and credit union audiences in
several states and "translates" complex regulations into simple concepts
by using humor and real life examples.
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Paul J. Hasney
Imagine Consulting LLC |
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Paul Hasney is the leader of Imagine Consulting LLC; a consulting firm designed to help today’s organizations meet the ever-changing needs of their employees and the marketplace. He has twenty nine (29) years of experience in the Training and Development field, fifteen (15) in the banking industry. His training experiences include Leadership, Management Development, Sales, Customer Service, Diversity, as well as the development and implementation of cultural change initiatives. He is certified by the Franklin Covey Company to teach The Seven Habits of Highly Effective People, Leadership Foundations and Leading at the Speed of Trust. Besides his training expertise, Paul also has over fourteen (14) years of management experience. He holds a BS degree in Education from the University of New Orleans. As a consultant, Paul has focused his energy in the areas of training design and delivery, strategic planning and the people side of organizational change.
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Brandy Lalla
Principal
The Compliance Company
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Brandy
Lalla is a compliance consultant, who owns The Compliance Company in
New Orleans, LA . She has over 15 years experience working in various
areas of both national and community banks, including as Internal
Auditor and Compliance Officer. She earned a bachelor's degree in
Accounting from the University of New Orleans and designations as a
Certified Regulatory Compliance Manager (CRCM), Certified Anti-Money
Laundering Specialist (CAMS), and Certified Internal Auditor (CIA).
Brandy specializes in Bank Secrecy Act, deposit and operations
compliance. |
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Dave McGuinn
President Safe Deposit Specialists |
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David
P. McGuinn, President and founder of Houston based Safe Deposit
Specialists, is a former banker with 45 years of safe deposit
experience. He is often referred to nationwide as the safe deposit GURU.
In all 50 states he has trained over 250,000 safe deposit personnel
since 1969, and has served the industry as President of the American
Institute of Banking and the American, Texas and Houston Safe Deposit
Associations. Dave is a featured speaker for the American Bankers
Association's TV network and has been interviewed by the Wall Street
Journal, AARP, Money Magazine, Washington Post, New York Magazine,
Associated Press, National Public Radio, FDIC, CUNA, CNN, CBS, ABC, NBC
Nightly News, Today Show and Court TV on current safe deposit issues.
McGuinn has created numerous recorded training programs, disclosure
forms, brochures, procedures handbooks, audit/compliance/regulatory
manuals and many other safe deposit resources which are now considered
the accepted standard for the financial industry. |
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Kate McPike
Financial Services Training Consultant
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Kate McPike is a consultant who works with financial institutions nationwide. Her expertise is developing and delivering teller training program as well as facilitating planning session for management teams and board members.
Kate's experience includes Crocker National Bank (merged with Wells Fargo) and Bank of Contra Costa in the San Francisoc Bank area where she was an assistant vice president in charge of operations and a staff of 18.
Her most recent experience includes 10 years with the California Credit Union Leage as their Customer Training/Strategic Planning Manager in Ontario, California. Prior to joining the California Credit Union Leage, Kate was the Director of Training and Development with the Louisiana Credit Union League in New Orleans, Louisiana. She has a bachelors degree from Humboldt State University in Arcata, California.
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Zack Merrill
Interaction Training
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Zack Merrill is a Certified Bank Training Professional (CBTP), senior training consultant for InterAction Training. An experienced banker, Zack, ran a branch bank plus had full responsibility for developing and delivering training bank wide with a focus on exceptional sales and service. His experience and expertise for leading, coaching and training takes on a real-world, results-oriented approach in his speaking engagements, webinars and workshops. In 2013, InterAction Training created, The Training Institute, an organization dedicated to setting the standard for those responsible for training effectiveness in financial institutions. Zack has oversight for evaluating the quality, progress, and testing of candidates seeking to earn certification. Zack attended the University of Oklahoma and is completing a course of study to earn certification in Project Management. He is devoted to his work as a Worship Pastor and makes his home in Edmond, Oklahoma with his wife and son.
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Janet Mueller
Midwest Compliance Services, LLC |
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Janet Mueller, CRCM, CCBCO is the owner of Midwest Compliance Services, LLC. Janet has a deep background in bank compliance and management with 15 plus years of experience in the financial services industry. She has served in various positions in the financial services industry, including Commercial/Ag loan officer, head of the Consumer Real Estate Department, and head of the Compliance Department for a $250 million dollar bank in Nebraska. Janet led the auditing team and oversaw the loan review team as Head of Compliance. She has designations as a Certified Regulatory Compliance Manager (CRCM) and a Certified Community Bank Compliance Officer (CCBCO). Janet's overall banking experience and knowledge is a great asset that will complement any financial institution.
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Peter Orosz
Consultant |
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Peter
Orosz has over 29 years in the Drug Enforcement Administration as a
Special Agent/Supervisory Special Agent conducting and supervising
investigations of drug trafficking and money laundering organizations at
international, national, regional and local levels. He has utilized
highly specialized investigative techniques to obtain evidence to
arrest, prosecute and convict members of drug trafficking and money
laundering organizations and identify, seize and prosecute illegally
obtained proceeds, i.e., currency, real property, conveyances, high
value items.
Throughout
his career, Pete has provided training to federal, state and local
organizations throughout the U.S. on subject matter relating to law
enforcement, security, financial investigations, asset forfeiture,
report writing and prosecutorial case preparation. Pete has Masters of
Education and Bachelor of Science in Criminal Justice from Columbus
State University in Columbus, Georgia.
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Gabrielle Reed
Associate Trainer
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Gabrielle
Reed joined Gettechnical Inc. as an associate trainer in 2014. She
brings with her over 23 years of banking, training and retail
experience. From teller to branch operations, she has done it all. Her
last position in training was at MidSouth, a large community financial
institution in Louisiana. Before joining MidSouth, she was with
Wachovia Bank in Atlanta, Georgia. Prior to her banking career, she
worked in the management and training department for a regional drug
store. She brings a practical hands-on approach to deposit training
which is a benefit to all her students. |
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Troy Richards
Consultant
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Troy Richards is President of Guaranty Bank & Trust Co. of Delhi, a community bank located in Delhi, Louisiana. He is also Chief Operations Officer, Chief Financial Officer, Information Security Officer, Cashier, and BSA Officer. Troy started with the bank in 1986 before graduating high school. He earned his Accounting degree from Northeast Louisiana University. Troy’s responsibilities include cash management, BSA compliance, payroll processing, Call Report preparation, Disaster Recovery Coordinator, and supervisor of teller operations, bookkeeping, IT, and Administration. He has served on the board of Jack Henry & Associates CIF 20/20 National User Group, and other advisory groups in the banking industry. He is also lead singer for Sanctuary Quartet, a nationally recognized southern gospel quartet. |
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Honey Shelton
President
InterAction Training |
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Honey
Shelton brings the best of both worlds to her speaking and training
engagements. She has 25 years of experience as a training and quality
improvement consultant for banks and banking associations across the
country. Her extensive banking background includes spending three years
as Executive Vice President/Chief Retail Banking Officer with First
Victoria National Bank.
Nationally
recognized as an outstanding speaker, over a half million bankers have
participated in programs Honey has presented. Her depth of knowledge,
enthusiasm, and compelling personality have left her lasting mark on
InterAction Training, the firm she founded in 1983.
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Ben Sones
Member
Randall, Segrest, Weeks, Reeves & Sones, PLLC |
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Ben Sones is a Member of Randall, Segrest, Weeks, Reeves & Sones, PLLC in Ridgeland, Mississippi. Ben focuses on bank regulatory compliance, corporate and transactional law, with a primary emphasis on serving community banks. Ben also maintains a special focus on community development banking, providing certification, grant application, and strategic planning services for a number of Community Development Financial Institutions (CDFIs). He is a member of the Mississippi Bankers Association and serves on its Bank Attorneys Committee. He has lectured on regulatory matters for many banker groups, including at various Mississippi Bankers Association events. Ben is a graduate of Mississippi College (B.A., Mathematics) and Vanderbilt University Law School.
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Greg Souther
President & CEO
Greg Souther Consulting & Training |
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Greg Souther is President and CEO of Greg Souther Consulting & Training, a firm that teaches the benefits of getting fiscally fit! With over 28 years’ training experience, Greg shares practical “how to” advice that everyone can easily understand and use instantly. Founded in 1996, GSCT provides training and consulting to businesses in the areas of Customer Service & Communication; Credit, Collection, & Compliance; Fraud & Security; Human Resources; and Marketing & Selling.
Previously, Greg was co-owner and manager of the Credit Bureaus of Southeast Georgia, the parent company for six Credit Reporting and Collection Agencies based in Brunswick, Georgia. Other management experience includes Credifax, formerly the Credit Bureau of Jacksonville, the Credit Bureau of Valdosta, and more recently the Credit Bureau of Athens. Greg is a former President of Associated Credit Bureaus of Georgia; a former President of Georgia Collectors Association; a former Dean, Trustee, and Instructor of Southern Management Institute and a Certified Instructor for American Collectors Association, Inc.
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Jay Toups
Principal
Retail Management Resources, Inc. |
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Jay Toups is Principal of Retail Management Resources, Inc in Lafayette, Louisiana. Jay has a 30 plus year proven track record of success in developing strong client driven sales cultures. This has been demonstrated throughout his career in sales and sales management. Having started his career at a small savings and loan in Louisiana, he broadened his experience by serving in a variety of capacities at financial institutions including Dixie Savings and Loan, First Commerce Corporation, Bank One, and Hibernia National Bank. He has performed such roles as Consumer, Business and Commercial Loan Officer, Branch Manager, Regional Manager, Retail Sales Manager, Retail Administrator, Private Banking Sales and Support Manager and National Premier Client Sales Manager. Additionally, his time spent in the corporate computer sales industry gives him a unique ability to identify and build client strategies in a very competitive environment. |
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Amber H. Stallings
Associate Trainer |
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Amber H. Stallings is Assistant Vice President and Training Officer of a community bank in south Mississippi. She has 13 years' experience in banking. Amber's love for banking comes from her varied work experiences in all areas of a community bank. She began her career as a teller after graduating from college and soon worked her way to customer service representative, progressed to assistant branch manager and then on to branch management where she gained experience with consumer and commercial loans. Amber's experiences, knowledge and education have greatly contributed to her present role as a bank trainer. Amber earned her Bachelor's Degree from the University of Southern Mississippi in Business Administration with an emphasis in Marketing. She pursued her love for teaching by continuing on to William Carey University where she completed the Alternate Route for Teaching Certification Program. Teaching is her passion and learning something new every day is her goal to be successful in her personal and working life. |
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Susan Wind
Consultant |
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Susan Wind is college professor who has taught, designed, and implemented criminal justice courses for the past 12 years. Prior to teaching, she held positions with the Department of Juvenile Justice, Probation and Parole and numerous police departments (Analyst, Grant Writer, Research Planner positions). Her areas of expertise include: survey design and instrumentation, research methodology, data collection, grant writing and administration, program design and implementation, statistics and profiling. Susan is also proficient in GIS (Geographic Information Systems) and database administration. Susan has a master's degree in criminal justice from Rutgers University. For the past ten years, Susan has been a consultant who provides training to financial institutions, private organizations, and small businesses all over the U.S. on subject matter relating to security and cyber crimes (i.e., money laundering, identity theft, ATM/debit card thefts, fraud, cyber bullying, etc.). She is a member of numerous organizations in the criminal justice field.
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