Welcome!
We are thrilled to be hosting our first ever Symposium along with our 2017 Annual Meeting

>>Update: the full program is now available<<
Click here to download
 


 

 

About the Speakers:
 


Bryan W. Mogensen, CPA
, Clifton Larson Allen

Bryan Mogensen is an assurance principal at CliftonLarsonAllen LLP in Phoenix, Arizona. In 1995, he joined CliftonLarsonAllen. Over the past 20+ years, Bryan has gained extensive experience auditing credit unions, community banks, and nonprofit organizations. As engagement principal, he is responsible for making sure the work is performed as expected, reviewing key areas and reports, planning, and supervising audit staff.

Bryan frequently shares his knowledge through national speaking engagements. He is a licensed CPA and a member of the AICPA and ASCPA. Bryan received his bachelor’s in business administration with emphasis on accountancy from the University of Wisconsin-Milwaukee.

Bryan has worked on audit and consulting engagements throughout his 19 years of public accounting experience and more than three years working for the Wisconsin Credit Union League. Bryan specializes in credit union industry clientele, providing audit, internal audit, consulting, and employee benefit plan services to these clients. He currently serves as the firm’s national credit union practice leader and the leader of CLA’s Western Region credit union practice.

Bryan is an active member of the AICPA National Conference on Credit Unions Committee as well as attending the Valley of the Sun Chapter of the Mountain West Credit Union Association meetings. Bryan is active in national speaking engagements and authoring articles related to credit union industry topics.

 


Gaye DeCesare
, CU Works Compliance


With 35 years of experience in the credit union industry, Gaye has knowledge of and practical experience in almost every area of credit union operations. Specializing primarily in compliance for more than 25 years, she served on the NAFCU Compliance Standards and Practices Commission that developed the NCCO certification program and is a founding member of both the Capital Area Compliance Roundtable and regional BSA Compliance Roundtable. Gaye is also a current member of Global Women's Leadership Network (GWLN), which connects and empowers credit union women from around the world.

Gaye was among the first in the nation to earn the designations of NAFCU Certified Compliance Officer (NCCO) and CUNA Credit Union Compliance Expert (CUCE) when the programs were introduced in 1997 and 2000, respectively. In addition to holding NCCO and CUCE designations, she is also a certified Bank Secrecy Act Compliance Specialist (BSACS).

Gaye has been a featured speaker at national trade association conferences, as well as numerous state league events.
 


Craig Beach, CO-OP FS

Craig Beach is Chief Operating Officer of CO-OP Shared Branching, having previously served as President/Chief Operating Officer (COO) of CUSC.

Prior to CO-OP Shared Branching, he was Vice President/COO of Georgia Central Credit Union for nine years, helping build the corporate credit union to a more than $1 billion organization for Georgia credit unions. Beach has been involved in many aspects of credit union business in his 25 year career, including branch management, compliance, investments, cash management and now shared branching/electronic funds transfer.

Additionally, Beach served years as a credit union auditor for the Alabama Credit Union League's central district. Beach began his career in credit unions in Colorado after graduating with a B.S. in Business Administration/Marketing from the University of Northern Colorado.


 


Xerex Bueno, CUProdigy

Xerex Bueno was 10 years old when his father bought him an 8MHz 386SX personal computer, as well as a thousand-page MS-DOS manual to go with it. What seemed to be an unwarranted punishment at the time eventually evolved into a lifelong fascination with technology. By high school graduation, Xerex had already started his own computer repair service and taken a help-desk job at a local Internet service provider.

Xerex’s career has taken him through several industries, including multiple military deployments. During his final deployment, he was part of a counter-intelligence directorate and was tasked with creating a secure network to transfer classified intelligence data from across Iraq while also providing updates to Washington.

Xerex also spent five years as a member of the Army’s Cyber Network Defense Team. This team works at the state level to coordinate with critical power, transportation, and finance sectors.  If one of these “critical infrastructure” industries experiences a cyber attack, the team is activated to identify and defeat the cyber threat. The team also works with the NSA, DHS, and FBI in information sharing and further analysis on collected forensic data.

Prior to his appointment to CUProdigy, Xerex served in senior technology roles at two credit unions and was also a Cloud Architect for a major IT firm. He has extensive experience in the cloud, networking, and telecommunications. In his role as CTO for CUProdigy, he is responsible for ensuring that the CUSO provides the most cost-effective cloud-based technology solutions to credit unions of all sizes.

 


David DeCamillis, Platte River Networks

For two decades, David DeCamillis worked in financial consulting and production in a wide range of industries. Starting in the late 1980s, he worked as a syndicate manager and consultant in private equity funding.  After 12 years, DeCamillis transitioned into event production, working as an overseas concert promoter and producer in partnership with MTV Asia. 

In 2008, DeCamillis started his tenure as Head of Business Development with Platte River Networks (PRN), an award-winning, Denver-based IT firm that specializes in infrastructure management and cloud services for companies across every industry.  Over the past 15 years, PRN has grown to become a leading IT managed services provider, both in Denver and nationally. Platte River Networks has been honored with 24 technology, service and growth awards over the past three years including ten awards in 2016.

DeCamillis was honored by Colorado Biz Magazine in July 2014 issue as one of the Top 10 Sales People in Colorado. In addition, he serves as the President and a founder of Denver Technology Partners and the President of the Denver Biz Tech Expo. He also serves on Channel Partners National Advisory Board, The Channel National Advisory Board and the Colorado Association of Legal Administrators Advisory Board. Outside of work, DeCamillis is an avid runner, biker, hiker, skier, reader and traveler. He enjoys spending time at the beach and the mountains with his family and has a love of public speaking.


John Smith, OnePoint HRO

Mr. Smith has a John D. Smiththirty-four year career including public accounting, various business services (including HR), business development and leadership.  A native of Colorado, he is a graduate of Colorado State University.  Mr. Smith started his career as a CPA with a big eight international where he acquired expertise in taxation, auditing and accounting.  Mr. Smith also founded the OnePoint HR services group (human resources management related services), Assurance Financial Management (business, accounting and financial reporting services) and PeerSource Partners (technology talent sourcing, placement and contract provision).  He serves as CEO/Managing member of those business groups.  In 2006, he founded Crescent Capital Holdings which maintains a focus in the real estate industry including acquisition, investment and sharing opportunities with private investment groups and institutions.

 

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