From Thursday, October 13, 2016 - 10:00am
To Friday, October 14, 2016 - 01:00pm
86 Congress Street
Saratoga Springs, NY 12866
Deadline Date: September 20, 2016
Click here to make your hotel reservations online.
Find out what the economic landscape means for your business at the 2016 Northeast Economic Forum!
The New York Credit Union Association is bringing together top economists and financial industry leaders from throughout the Northeast for this year’s event. Join your peers in Saratoga Springs, New York, for two days of learning, planning, networking and profound insights from some of the country’s leading economists.
Don't miss this informative, must-attend event in historic Saratoga Springs!
Thank you to our sponsors!
$399 Member Credit Unions
$129 Guest/Spouse Registration
Registration Deadline: September 30, 2016
Ron Insana, Financial Industry Expert and Senior Analyst, CNBC
For nearly three decades, Ron Insana has been a highly respected business journalist and money manager. He is well-known for his high-profile interviews, which have included Presidents Bill Clinton and George W. Bush; Warren Buffett, George Soros, Julian Robertson, Bill Gates, Steve Jobs, Mikhail Gorbachev and countless others. Insana was named one of the “Top 100 Business News Journalists of the 20th Century” and was nominated for a news and documentary Emmy for his role in NBC’s coverage of 9/11. He has authored four books on Wall Street and is a highly regarded lecturer on domestic and global economics, financial markets and economic policy issues.
Scott Knapp, Managing Principal - Investment Consulting, CUNA Mutual Group
Scott D. Knapp is the managing principal of Investment Consulting for CUNA Mutual Fiduciary Consultants. In this role, he is responsible for development of the firm’s overall investment philosophy and implementation of programs that help institutional investors meet their objectives. Knapp also designs state-of-the-art portfolio strategies that provide solutions to large or complex investment challenges.
Knapp joined CUNA Mutual Group in 1994. Prior to that, he was an advisor to institutional and high net worth investors at Shearson Lehman Hutton and Prudential Securities. He holds a bachelor’s degree in business administration from the University of Wisconsin – Platteville and a master’s degree in banking and finance from Boston University. He also holds the professional designations of Chartered Financial Analyst (CFA) and Chartered Financial Consultant (ChFC), and is FINRA securities registered.
Thomas R. Settino, VP, Director of Sales, FHLBNY
Thomas R. Settino is vice president and director of sales at the Federal Home Loan Bank of New York. He is responsible for managing a team of calling officers who provide product support to banks and credit unions located throughout the FHLBNY district, which includes New York, New Jersey, Puerto Rico and the U.S. Virgin Islands. He has been with the FHLBNY since January 2011.
Settino’s experience includes a long tenure working in the Banking Supervision Group at the Federal Reserve Bank of New York. He was also employed at the United States Trust Company of New York where he worked as VP of Treasury services in charge of cash management and asset/liability management.
Dr. Nick Perna, presented by Alloya Corporate FCU
Dr. Nick Perna specializes in economic analysis, forecasting and strategy. He has served as an economist for the Federal Reserve Bank of New York, General Electric and a number of major banking institutions. The Wall Street Journal and BusinessWeek each twice cited him as a top economic forecaster in the U.S.
Perna has served as an economics professor at Williams College and New York University and currently teaches an economics course at Yale University. He has also appeared on The NewsHour with Jim Lehrer, CNN, CNBC, the NBC Nightly News, ABC Radio and NPR's All Things Considered. He is a graduate of Fairfield Prep, Boston College and has a Ph.D. in economics from MIT.
Educational Breakout Sessions:
Dr. Polina Vlasenko, PhD, American Institute of Economic Research
Polina Vlasenko holds a doctorate in economics from the University of Maryland, College Park. Vlasenko joined AIER in 2008 after serving as a visiting research fellow at the institute. Her primary research focuses on macroeconomics, including forecasting economic performance and analyzing the effects of government policies on the economy. From 2005-2008, Vlasenko was an assistant professor of economics at Manchester College in Indiana. Prior to that, she worked as an assistant professor at the Economic Education and Research Consortium’s Program in Economics (currently Kyiv School of Economics) in Kyiv, Ukraine.
Matthew Behar, Balance Sheet Solutions
Matt Behar has more than 15 years of experience in the financial industry. As the director of risk management operations for Balance Sheet Solutions’ Albany office, Behar is responsible for working with credit union clients to analyze their balance sheets and identify areas of asset-liability management risk and opportunity. He holds a bachelor’s degree in business management from Binghamton University and an MBA from West Virginia University. In addition, Behar also holds his Series 65 through Balance Sheet Solutions.
Michael Cochrum, CU Direct Corporation
Michael Cochrum has worked in the consumer lending industry since 1989, and he currently serves as the director of analytics products at CU Direct Corporation. In 1999, after working for several large national banks, Cochrum broke into the credit union movement with the Texas Credit Union League. He joined CU Direct Corporation in 2004 and helped create the largest credit union point-of-purchase lending network in the U.S. Cochrum currently oversees the national delivery of CU Direct's Lending Insights LPMS product, which provides credit unions with powerful portfolio analytics tools.
A refund of the amount paid, less an $80 administrative fee per registrant, will be given for all cancellations submitted via fax to (518) 782-4266 five business days prior to the start of the session. No refunds will be granted if the cancellation is received after that time frame. Substitutes will be accepted any time prior to the start of the program at no additional cost. Simply fax an updated registration form, listing the new participant and who they will be replacing.