President/CEO - Corporate One FCU
A visionary and steadfast leader, Melissa is a strategic driver of growth in her role as president and CEO at Corporate One. Melissa joined Corporate One in 1999. During her time with the organization, she has served in various roles, including controller, vice president of finance, and executive vice president/chief financial officer. Melissa became Corporate One’s president and CEO in 2018. Prior to Corporate One, Melissa worked at a Big Four accounting firm. She has a bachelor’s degree in accounting with a minor in computer science from The Ohio State University. She has also achieved the Certified Chief Executive designation from the Credit Union Executive Society (CUES) and is a certified public accountant in the state of Ohio.
Account Executive - TruStage
With extensive experience in the credit union industry, Dave is equipped to support your credit union from day one. He is excited to provide customized solutions to ensure that the needs of your credit union and your members are met in order to achieve financial security. When not at work, Dave enjoys spending time with family, traveling, golf, and aviation. He is also committed to serving his community. Dave lives in Madison, Wisconsin with his wife (Amy) and two children (Olivia & Owen).
Leadership & Business Coach - McClure Coaching
Chris McClure is an author, coach, and speaker who equips entrepreneurs and executives to become GREAT leaders, build GREAT teams, and design GREAT lives.
He is the author of “The Way to Greatness” and “The Magnetic Leader,” as well as, the creator of multiple online courses in the areas of life, leadership, and business development. He blogs on leadership and business topics and is the host of the “Magnetic Leadership” and “Entrepreneur Insider Secrets” podcasts. He is also the co-founder of DesignLaunchGrow.com, an online coaching program focused on helping coaches, course creators, and trainers build the businesses of their dreams serving customers they love.
In addition, Chris serves as the Vice President of the Beavercreek Chamber of Commerce in Beavercreek, Ohio where he lives out his passion of supporting local businesses. You can learn more about Chris, his resources, and his services at www.mcclurecoaching.com.
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CEO - Abbey Credit Union
Dean Pielemeier currently holds the position of President/CEO at Abbey Credit Union. He has worked in the financial industry for 30+ years, beginning his career at Permanent FSB in Evansville, IN. After Permanent FSB, Dean became an NCUA Field Examiner for several years, working primarily in Indiana. Dean left NCUA to accept an SVP position with Hoosier Hills CU. During his 18 years at Hoosier Hills, he helped the credit union grow from $40 to $300 million. Dean moved to Dayton, OH, to lead the lending operations of Day Air CU and then accepted his current position at Abbey. He holds a B.S. in Business Administration from Oakland City University. Dean and his wife live in Centerville, OH.
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CEO - Market Insights. Inc.
Joe Sullivan is the CEO and Founder of Market Insights, Inc. – a consulting firm
that helps bring clarity to the complex choices faced by community-based financial institutions by providing market-specific, data-driven insights and strategies that will position their institutions for sustainable growth. As a consultant, author, and professional speaker with over 30 years of experience, the themes of growth, innovation and motivation can be found throughout Joe’s work.
He has been invited to share his insights with international, national, regional and state associations/leagues as keynote and workshop presenter. Joe is a founding faculty member for the Graduate School of Banking at Univ. of Wisconsin (Digital Banking School). He also teaches at the Ohio Bankers League Management School and Washington Bankers Association (Fintech Executive Development Program). He has presented to hundreds of audiences on human connection, disruption, fintech, consumer trends, delivery system planning, marketing, leadership and personal empowerment.
Joe’s passion, energetic style and practical approach engages his audiences and consistently makes him a top-rated speaker. His unique perspective comes from working side-by-side with executives and marketers around the U.S. in the development of successful growth strategies.
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VP, Strategic Advisory - Accolade Investment Advisory, LLC
As VP of Strategic Advisory at Accolade, JD Pisula leads a team of professionals providing institutional investment advice, interest rate risk management, and balance sheet strategies to credit unions nationwide. Accolade’s team of consultants work with nearly 100 credit unions across the country and advise on over $1.5 billion as an outsourced Chief Investment Officer. Prior to Accolade, JD served as the Director of Investments for the State of Ohio and served in the administration of Ohio Governor John Kasich. He is a CFA charter holder and earned degrees from both Denison University and The Ohio State University.
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President/CEO - COPFCU
Kathy is passionate about the credit union philosophy of people helping people and has been working in credit unions for 30 years. Starting in financial services during college, Kathy began in an entry-level role, working her way up the organization and with hard work and determination, reaching the top.
She has a proven track record of success in many leadership positions, including guiding two credit unions through record growth and profitability as its President/CEO. Kathy believes in the importance of serving her members and members of the community. She values the commitment and dedication shown by those who choose to serve others.
Kathy is a lifetime resident of Cincinnati and a graduate of Xavier University and CUNA Management School. In her spare time, Kathy likes to spend time with her two kids, being outdoors and enjoys playing or watching sports.
Senior Manager of Risk & Cybersecurity Services - GBQ
Todd Baumann is a versatile professional with 17+ years of expertise in enterprise architecture, business continuity and risk management. He drives impactful GRC strategies and innovative solutions for operational resilience, specializing in GRC tools for risk management frameworks. Todd excels in recovery planning, testing, BIA, crisis management and regulatory compliance. He leads cross-functional teams, optimizing efficiency while aligning IT and business goals, delivering innovative solutions for immediate and long-term challenges in evolving risk landscapes.
Prior to GBQ, Todd demonstrated expertise across several industries. As a senior enterprise architect at an electric utility firm, he led cloud adoption, deployed the first Azure workload, established processes for assessing application health, and spearheaded IAM upgrades. At a major national bank (2000-2018), he built an operational risk program, implemented a GRC tool for the COSO framework, and standardized the risk register per Basel 3 as Operational Risk
Manager (SVP). As Director of Enterprise Business Resiliency (SVP), his team reduced recovery time by 80%. As Senior Architect (VP), he defined IT architecture standards and led disaster recovery deployments.
Todd’s passion lies at the intersection of risk management and technology, driving innovation, resilience, and long-
term value. He embraces risk management as a catalyst for pursuing innovative opportunities and fostering a calculated risk-taking culture for growth. Todd advocates leveraging cutting-edge technologies like AI and machine learning to enhance risk processes, enabling real-time insights and swift responses to emerging risks. A core philosophy is integrating risk management into business strategy for informed decision-making that balances risk and reward. Todd aligns risk management with strategic objectives for long-term growth and sustainability, promoting a risk-aware culture through education and training.
Committed to empowering growth of the community, Todd has served as CEO and Executive Board Member of the Parker Lee Foundation since 2007. His strategic financial leadership significantly amplified the Foundation’s charitable impact; Todd optimized resources, increasing returns by 6%, and developed an ROI tool for judicious fund allocation. Under his guidance, charitable contributions grew remarkably by over $35,000 per year – a 75% increase – supporting more worthy causes.
Partner - Stultz & Stephan, Ltd.
Douglas A. Stephan is a Partner with Stultz & Stephan, Ltd. who focuses his practice on the representation of financial institutions and businesses. Because Douglas has in-depth experience handling matters under Chapters 7 and 13, he possesses unique insights that enable him to effectively enforce financial institutions’ rights in bankruptcy proceedings. Douglas also manages the firm’s collection practice and routinely represents clients in matters of litigation and post-judgment collection.
Sales Consultant, CU* Answers
Ed is a former Sportswriter and Teacher who has been working with Credit Unions for over 20 years. His specialty is Credit and Debit Growth Strategies. He has done a Credit/Debit Portfolio Analysis for more than 600 Credit Unions since 2004. Since 2017, Ed has been a Consultant for CU*Answers where he covers Michigan, Ohio, Kentucky and Tennessee. Coincidentally, in the past 7 years, CU*Answers has grown from 270 Credit Unions to 390.
© 2024 Corporate One Federal Credit Union
