JMFA Leadership Conference Attracts Banking, Credit Union Execs to San Antonio; Features Industry Speakers, Insights, Trends, Tools

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San Antonio is the site of the JMFA Leadership Conference 2006, a by-invitation event for bankers and credit union executives, Oct. 8-10 and Oct. 11-13, respectively. Trends, tools, insights and market strategy will be related by such speakers as the executive editor of, a former regulator with the Comptroller of the Currency, a CUNA economist, a financial services attorney, a previous CUNA chairman, an interest rate and market trend specialist, and executive search experts.

Keynote and guest speakers for the JMFA Leadership Conference 2006, includes, the executive editor of, a former regulator with the Comptroller of the Currency, a CUNA economist, a financial services attorney, a previous CUNA chairman, an interest rate and market trend specialist, and executive search experts.

John M. Floyd & Associates, Inc. of Baytown, TX sponsors the by-invitation Conference, which is divided into a banking session, Oct. 8-10, and a credit union session, Oct. 11-13. This year’s conference, packed with industry speakers, financial insights, trends and tools, is set for the Westin La Cantera Resort in San Antonio.

JMFA is a financial services consulting firm widely known for its implementation of automated, nondiscriminatory overdraft protection programs. For more than 30 years, its services also include operational, financial and delivery systems re-engineering; training, incentive and earnings enhancement programs, and product, service, pricing and technology improvement consulting services. Earlier this year, it formed JMFA Executive Search Group.

Confirmed speakers for the bank session include:

Mary Beth Guard, CEO of Glia Group, Inc. and Executive Editor of, has a national reputation as a banking attorney, speaker, writer and Internet expert. Guard, who has written extensively on regulations, identity theft and compliance for numerous industry trade publications, will conduct an interactive role-playing session, “Compliance Blunders.” (Photo:

Jeff Rendel, President of Rising Above Enterprises, a company specializing in professional growth, is a former regulator with the U.S. Treasury’s Office of the Comptroller of the Currency. His comments on “Finders Keepers – Developing Loyalty with Your Customers” will reflect his expertise on development and performance. Rendel continues to work personally with Members of Congress to help them to understand the business implications that legislation has upon the financial services industry. (Photo:

Doug Ingram, Managing Director of the Market Strategies (Financial Services Group) at SAMCO Capital Markets in Dallas will discuss interest rates and market trends. His acclaimed Bond Market Review demonstrates his knowledge about asset allocation, portfolio optimization and regulatory compliance for portfolio management. Ingram has nearly 25 years of experience implementing strategies for institutional fixed-income portfolios.

Confirmed speakers for the credit union session include:

Carroll Beach, who spent 30 years as president and CEO of the Colorado Credit Union System, will discuss “How to Have an Edge in the Marketplace.” Beach has been a member of various Credit Union National Association (CUNA) committees and has served on its Board of Directors and Executive Committee. He’ll cover products, services and tactics for developing customer loyalty. (Photo:

Mike Schenk, VP-Economics & Statistics for CUNA, will examine the weak job market, rising interest rates, bankruptcies and the housing bubble in “The Economy and Credit Union Finance.” Schenk, with more than 25 years of experience in the financial services industry, has been staff liaison to CUNA’s Small Credit Union Committee since 2001. He also serves on the board of a $300 million credit union.

Dick Ensweiler, President and CEO of the Texas Credit Union League, will address “Credit Unions on the Move.” The immediate past Chairman of CUNA, Ensweiler is a vocal, high-profile proponent of the credit-union movement. He will review recent legislative challenges and the importance of political involvement. He has been a field consultant for the Michigan Credit Union League, President of both the Minnesota and Illinois Credit Union Leagues and a Senior Vice President at CUNA Mutual Group.

Additionally, both sessions will hear from Roger Rassman, a brand and loyalty management expert, who will speak on “Branded for Success,” and Oliver Ireland, a Partner in Morrison & Foerster, LLP, Financial Services Practice Group, in Washington, DC, who will cover “Regulatory Challenges in the Financial Services Industry.”

Rassman is a former VP-Marketing for one of the nation’s largest and most successful financial institutions, based in Rochester, NY. Ireland’s practice focuses primarily on retail financial services including electronic commerce, compliance with Federal Reserve regulations, including Regulations Z and E, compliance with the Gramm-Leach-Bliley Act privacy provisions, the Fair Credit Reporting Act, E-SIGN, the U.S. Patriot Act and telemarketing rules. Oliver also chairs the American Bar Association’s Deposit Accounts Subcommittee.

“The Conference is squarely aimed at helping financial executives focus on the events shaping their industries,” said John M. Floyd, JMFA Chairman and CEO. “The Conference is designed to help our clients and partners discover a whole new world of potential productivity and profitability.”

“Breakout sessions and special presentations will cover technology, business process improvement, human resources, net operating analysis and survival in low-margin environments,” Floyd noted. JMFA Executive Search Group consultants Garry Modrell and Charles Shanley will share strategies for retaining prized employees and recruiting management talent. Between them they have more than 35 years experience in the Human Resources and executive search field.

“Although the work-day agendas are packed with useful topics, seminars, presentations and roundtable discussions, there will be ample time for attendees to relax and enjoy their colleagues and this world class luxury resort,” he said.

The Westin La Cantera Resort, honored on Condé Nast Traveler’s prestigious 2005 “Gold List,” offers one of the Top 20 golf courses in the country and is the site of the PGA Tour’s Valero Open. JMFA will host a golf event on the opening day of the conference.

Attendees will be treated to an evening excursion to Enchanted Springs Ranch,, complete with wildlife, live music and western-themed entertainment. Attendees also are minutes away from the historic Alamo and the River Walk, two of San Antonio’s most popular attractions.


Stefani Soza, Marketing Manager, John M. Floyd & Associates, Baytown, TX, 800-809-2307;

Preston F. Kirk, APR, Kirk Public Relations, Austin TX, 830-693-4447

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Preston F. Kirk, APR
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