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Staff Directory

Dan Kampen
Partner
800-424-4951, Ext. 8007
dkampen@rochdalegroup.com
Biography

Dan’s career includes 20+ years serving the financial services industry in various capacities. Most notable was his role as President and CEO of U.S. Central Credit Union. Prior to U.S. Central, Dan served as President and CEO of Corporate One Credit Union.

Professional Experience

Dan served as President and CEO of U.S. Central Credit Union, the nation’s largest credit union organization at $40 billion in assets, providing investment, credit and payment system services to 29 corporate credit unions. Dan led U.S. Central to achieve record profits five out of seven years while increasing dividend payouts by 25 percent. He also undertook a comprehensive leveraging strategy that resulted in doubling the size of U.S. Central’s balance sheet and increasing market share by 11 percent.

Dan also was chairman of CU Investment Solutions, Inc., which offers brokerage and advisory services; and Charlie Mac, LLC, a secondary-market investor that purchases jumbo mortgage and auto loans originated by credit unions.

Prior to U.S. Central, Dan served as President/CEO of Corporate One Credit Union, Inc., Columbus, Ohio. In this position, he led Corporate One in enhancing its return on assets while significantly reducing risk exposure. He also directed improvements that resulted in growth in market share in every product line. Dan negotiated the acquisition of a brokered CD company, Primary Financial, which reached profitability in its third year and was later sold to the nation’s 29 corporate credit unions and U.S. Central.

In an earlier term, Dan was U.S. Central’s Vice-President/Controller and Assistant Treasurer. He began his career as an Auditor for CFS, Kansas City, Missouri, and then as Assistant Commercial Finance Officer of Marine Midland Bank, Kansas City.

Education and Accolades

Dan earned a Master of Business Administration Degree at Northwest Missouri State University and a Bachelor of Science Degree at Missouri Western State University. Dan was also recognized as a Distinguished Alumnus by Missouri Western State University, and was featured in Investors Business Daily as one of the nation’s “Leaders of Success”.

Tony Ferris
Managing Partner
800-424-4951, Ext. 8001
tferris@rochdalegroup.com
Biography

Tony Ferris is a leading financial services strategist who has devoted 18-plus years to the financial services industry focused on creating competitive advantage through organizational and strategic development, collaborative partnerships, and internal process competencies. Tony joined The Rochdale Group in 2007 as Managing Partner and has focused on the development of credit union solutions to facilitate industry success in light of the complexities and competitive pressures of today's marketplace. Tony is fully vested in the Rochdale motto (delivering clarity to credit unions through expertise and experience) with a firm belief in committing himself to the organizations he serves.

Since 2007, Tony has led a strong team of industry professionals at Rochdale centered on developing solutions in the areas of enterprise risk management, capital market solutions, lending solutions and analytics, regulatory assistance, merger realization, strategic development and collaborative solutions.

Professional Experience

Previously, Tony was vice president of Member Relations with U.S. Central Credit Union. During Tony’s three years serving U.S. Central and its corporate credit union membership, he was responsible for overseeing and leading member relations and business development, member communication, regulatory response activity, public relations, and event planning. Additionally, Tony led several key organizational and Corporate Network projects including a multi-organization data processing replacement project and regulatory compliance initiatives on BSA, information security risk management, business continuity and vendor management on behalf of all Corporate Credit Unions.

Prior to U.S. Central, Tony worked at the Federal Reserve Bank (FRB) of Kansas City, gaining a broad understanding of the U.S. banking system as he progressed through the ranks of various overhead and operational areas of the Bank. Tony began working at the FRB in 1995, where he served four years in the Human Resources Department managing payroll, policy administration, recruiting and employee relations. In 1999, Tony transferred into the role of Facilities Operations Manager with primary responsibilities being the management of all aspects of the 500,000 square foot facility including space planning, construction, maintenance, housekeeping and telecommunications. During this time, Tony orchestrated Century Date Change emergency and contingency preparations for the Bank's facility, emergency planning and risk mitigation in response to the Trade Center attacks and initial preparation for a new building project. Tony’s last three years at the Federal Reserve were in the role of Savings Bond Manager. In this position, Tony managed the Kansas City Savings Bonds operations in cooperation with four Federal Reserve offices and the Bureau of the Public Debt. Tony provided strategic direction and oversight for bond processing and customer service for the western half of the United States, including the management of 100 staff members, the servicing of over 5,000 depository institutions and the planning and managing of the eventual consolidation of the department to a centralized site.

Education and Accolades

Tony received a Bachelor of Science degree in Finance (Cum Laude), as well as a Master of Business Administration degree from Northwest Missouri State University. He also received his Developmental Dimensions International Certified Instructor’s rating for Leadership Development and Organizational Performance Measurements. In addition, Tony is a graduate of the Graduate School of Bank Operations & Technology as well as the Bank Administration Institute at Vanderbilt University.

Brian Hague
Senior Consultant
800-424-4951, Ext. 8022
bhague@rochdalegroup.com
Biography

Brian has more than 25 years’ experience in financial institutions and the capital markets, and has devoted 21 years to serving credit unions through various roles at CNBS, LLC, a FINRA-member broker/dealer and SEC-registered investment advisor serving credit unions.  He has been a frequent speaker and writer in the credit union market, having delivered more than 100 presentations and training sessions to credit unions, the Federal Home Loan Banks and regulators nationwide.  He has taught at various schools for CNBS, CUNA and NASCUS, and has authored numerous industry white papers and trade publication articles, as well as two books for CUNA.

Brian joined The Rochdale Group in 2014 after spending a year as a consultant with Rochdale on various projects, including the development of Rochdale Liquidity Solutions.

Professional Experience

Brian was President and CEO of CNBS for more than 15 years. He was responsible for the overall strategic direction and management of the firm. He managed the spin-off of CNBS from U.S. Central Credit Union, and established the company as an independent entity, reducing expenses by more than a half-million dollars in his first year. He expanded CNBS’ footprint from select markets to credit unions in all 50 states, and led the firm to record profits during his tenure as CEO.

Prior to being named CEO, Brian served CNBS as Senior Vice President, Advisory Services, managing its fee-based investment advisory service. In that role, he grew dollars under management from just over $1 billion to more than $4 billion, and led the expansion of CNBS’ service offerings. He also developed the CNBS Institute Series, a comprehensive portfolio management training program for credit union professionals. Under his leadership, the Institute was expanded to include four tracks, and has been attended by more than 1,500 credit union professionals nationwide. During his tenure in that role, Brian also served as Chief Economist for CNBS’ then-parent, U.S. Central Credit Union.

Brian also served CNBS as an investment advisor, responsible for more than 20 clients with over $500 million in dollars under management. He has been a frequent speaker at regional and national credit union events, and has authored numerous industry white papers and trade articles, as well as two books on investments for credit union professionals and directors.

Prior to CNBS, Brian worked in the Capital Markets Division of a $16 billion thrift institution, where he was responsible for trading interest rate futures to hedge the mortgage derivatives portfolio and valuing the portfolio across numerous interest rate and market risk scenarios to determine the appropriate hedging strategy for the Investment Committee.

Brian began his career with the Federal Home Loan Bank of Indianapolis, where he established himself as the region’s resident expert in risk-controlled arbitrage strategies. He also works as an adjunct instructor in the MBA program at the University of St. Mary.

Education and Accolades

Brian earned a Bachelor of Arts degree in Psychology and a Master of Business Administration from Pittsburg (KS) State University. He holds the Chartered Financial Analyst (CFA) charter, and has held FINRA Series 7, 24, 53, 63 and 65 licenses.

Scott Hood
Senior Consultant
800-424-4951, Ext. 8014
shood@rochdalegroup.com
Biography

Scott is a leader in helping businesses make important changes in operations, processes, products, systems and governance.  He has used his extensive project management, finance and systems expertise in helping credit union, insurance, banking, consulting and other businesses expand their product lines, acquire businesses, implement mergers, migrate to new systems, improve processes, and complete other major initiatives.

With the Rochdale Group since 2008, Scott has assisted credit unions in meeting the demanding economic, regulatory and strategic challenges that they face in today’s business environment.  He has led many large credit unions in establishing Enterprise Risk Management programs to better identify, assess and respond to the risks that they face in their markets.  Also, he has helped launch several new credit union service organizations to provide services to credit unions and their members, including the development of accounting and other systems to support their operations.  Scott has helped credit unions chart future visions for their businesses considering regulatory, financial, management and operating issues, and in improving many other areas of their operations.

Professional Experience

Scott began his career with Ernst & Young, where he was a Senior Manager in the firm’s National Cash Management Consulting Practice.  During eight years, he helped grow this group from four to 25 consultants while leading treasury management consulting projects to save millions of dollars for the largest financial institutions and corporations in the U.S.  He then served as an AVP with U.S. Central Credit Union for three years.  Among many accomplishments at U.S. Central, Scott led the establishment a $1 billion medium term note program and developed systems to value $4.5 billion of interest rate swaps.  He then served as President of Financial Consulting Solutions for eight years, specializing in leading process improvement, strategic development and implementation projects for a variety of businesses.  He helped his clients implement business acquisitions, mergers, process improvements, systems implementations, and other major projects.  One of those projects led to a position with Swiss Reinsurance America Corporation (Swiss Re), where Scott worked in two roles over the course of five years.  As Finance Manager for Commercial Insurance Systems, he managed the finance and accounting operations for policy issuance, accounting, receivables and claims for $500 million in annual premium.  Then, as Vice President in Reinsurance Asset Management, he led a 24-person billing and collections team responsible for $1 billion in receivables, while coordinating major aspects of a migration to a new accounting system, including systems platform design, process documentation, report redevelopment, training and other areas.

Education and Accolades

Scott holds a Master of Business Administration degree in Finance and Accounting, as well as a Bachelor of Science in Mechanical Engineering, from the University of Kansas. He is a Certified Cash Manager (CCM) and Certified Management Accountant (CMA).

Joe Karlin
Senior Consultant
800-424-4951, Ext. 8013
jkarlin@rochdalegroup.com
Biography

Joe Karlin serves the capital market needs of credit unions. This includes efforts related to member business loans, student lending, and consumer lending. Joe brings experience in various structures for delivery of those opportunities, including loan participations, syndicates and syndications, and on-balance sheet solutions. In addition to his capital markets focus, Joe draws on his experience and expertise to direct work on merger, executive management, and accounting/finance issues.

Professional Experience

Previous to Rochdale, Joe was in management at U.S. Central Credit Union since August 1993. His most recent role was as vice president, executive department, where he was responsible for the administrative functions of the executive department, including executive correspondence, board and committee relations, department budgeting, organizational planning and management. Joe started his career at U.S. Central as a treasury analyst and later assumed a management position for the operation of cash management, funds transfer, settlement and safekeeping services for the organization and its members.

Prior to joining U.S. Central, he was a senior accountant in the audit department of Deloitte & Touche, LLP. During this time, he gained experience in numerous industries, with an emphasis on accounting and auditing for the financial services industry.

Education and Accolades

Joe received a Bachelor of Science degree in Accounting from Kansas State University, is a Certified Public Accountant, a Certified Cash Manager (CCM) and also a member of the Lenexa, KS city council.

Jeff Owen
Senior Consultant
800-424-4951, Ext. 8011
jowen@rochdalegroup.com
Biography

Jeff Owen serves a variety of roles both within Rochdale, as well as for client credit unions.  In addition to providing support to the administrative and capital markets practice of Rochdale, Jeff is involved with a variety of client engagements.  Jeff utilizes his breadth of experience and analytical expertise to lead a variety of credit union, corporate credit union and CUSO engagements, including enterprise risk management implementations and assessments, mergers, core conversions, strategic planning, compliance-related engagements, software implementations, process re-engineering and member and market demographic studies.

Professional Experience

Jeff has over 12 years of experience in the financial services arena.  Prior to Rochdale, Jeff worked at the Federal Reserve Bank of Kansas City, and was part of the Bank's Management Development Program.  Jeff began his career at the Federal Reserve as an analyst in the Retail Payments division, with various responsibilities in the check processing and ACH departments.  As he progressed in the organization, Jeff moved to the Human Resources department where he led the Bank’s college recruiting program, orchestrated a district-wide software implementation, and coordinated several other District and System-level initiatives.  Jeff transferred to the Savings Bond department, where he managed more than 60 staff responsible for originating, printing and servicing U.S. Savings Bonds on behalf of the U.S. Treasury.  Prior to leaving the Bank, Jeff managed the administrative function of the Information Technology Division, including the coordination and oversight of the division’s COSO/Enterprise Risk Management activities, all IT departments’ budgets, and assisted in the planning and coordination of a move to a new District headquarters building.  In addition to his day-to-day responsibilities, Jeff was actively involved in creating and facilitating several District-wide training and development activities, as well as led and participated in a variety of community activities (i.e., Habitat for Humanity, United Way, etc.).

Education and Accolades

Jeff received a Bachelor of Science degree in both Management and Marketing, as well as a Master of Business Administration degree, from Northwest Missouri State University.

Robyn Diehm
Business Consultant
800-424-4951, Ext. 8012
rdiehm@rochdalegroup.com
Biography

Robyn Diehm joined The Rochdale Group in 2012 as the Operations Manager of the Warehouse Lending division.  In this capacity, Robyn is responsible for oversight of daily lending and settlement activities, as well as approval of warehouse lines of credit.

Professional Experience

Robyn’s lending career encompasses more than 20 years in the financial services industry.  Her fields of expertise include compliance, origination, underwriting, quality control, processing and servicing in consumer, residential, commercial and corporate lending arenas. Prior to joining Rochdale, Robyn spent more than seven years in the corporate credit union network, providing credit expertise in the aggregation and sale of nonconforming residential loans to Wall Street firms, as well as purchasing and monitoring the performance of auto loan pools totaling more than $200 million.  Additionally, she was responsible for approving and monitoring corporate lines of credit in excess of $1 billion.  Robyn also spent 13 years in community banking, where she served as AVP of Secondary Marketing and managed a warehouse in excess of $300 million. Additionally, she held positions of AVP-Manager, Underwriting, Quality Control and Compliance, HMDA Officer, CRA Officer, and Systems Administrator.

Brandon Schmidtberger
Business Consultant
800-424-4951, Ext. 8017
bschmidtberger@rochdalegroup.com
Biography

Brandon Schmidtberger joined The Rochdale Group in 2010 to primarily serve the capital market needs of credit unions and credit union service organizations. This includes efforts related to mortgage lending, student lending and consumer lending.

Professional Experience

In the eight years prior to joining Rochdale, Brandon was employed by U.S. Central Credit Union. As the company’s Financial Reporting Manager, he oversaw the completion of the annual report, monthly & quarterly financial statements, as well as serving as the primary contact for external auditors and tax advisors. In addition, he administered required regulatory filings to the NCUA and managed the accounting for two of the company’s subsidiaries – CU Investment Solutions (a broker-dealer) and Charlie Mac (auto/mortgage secondary-market outlet for credit unions). Before joining U.S. Central, Brandon began his career in the public accounting field and worked as an auditor for Arthur Andersen and then KPMG.

Education and Accolades

Brandon earned a Bachelor of Science Degree in Accounting from Kansas State University in 1998. He is a licensed Certified Public Accountant in the State of Missouri and has held the FINRA Series 27 registration. He is also a member of the American Institute of Certified Public Accountants.

Avery Tummons
Business Analyst
800-424-4951, Ext. 8016
atummons@rochdalegroup.com
Biography

Avery Tummons joined the Rochdale Group in 2013 as a Financial Industry Consultant to primarily assist credit unions in running their Enterprise Risk Management programs, which ranges from on-site implementations to systems training and ongoing support.

Professional Experience

Avery works with credit unions to meet their individual needs, including enterprise risk management assessments and implementations, regulatory exam preparation, economic capital analysis and risk appetite analysis. Avery helps enhance the ERM Director website to incorporate new features, enhance existing functionality and increase the user experience. Avery also works on special projects and new product development, including Rochdale Liquidity Solutions.

Education and Accolades

Avery received a Bachelor of Science degree in Finance with an emphasis in Investments from the University of Nebraska. He is currently enrolled as a candidate for Level I of the Chartered Financial Analyst designation.

 

Michelle Martin
Business Analyst
800-424-4951, Ext. 8003
mmartin@rochdalegroup.com
Biography

 

Michelle Martin joined The Rochdale Group in 2010.  Her primary focus is related to operations of our student lending CUSO, Student Credit Union Connect. In this role, Michelle is responsible for execution of monthly CUSO loan originations, accounting, reporting and client credit union support.

Michelle has over 20 years of credit union operations and accounting experience including extensive work in payment and asset-liability operations, administration of risk mitigation activities and project management.

Professional Experience

Before joining Rochdale, Michelle was Director of Operations for 10 years at a large credit union, responsible for several operational areas including ACH, wire transfer, international services, bill payment, safekeeping and call center.  While in this position, she helped formalize a company-wide project management office, mitigated business risks through development of disaster recovery, business continuity and information security activities to ensure operational compliance with applicable laws, regulations and established procedures.

Education and Accolades

Michelle received a Bachelor of Business Administration degree with a major in accounting from Washburn University.

Christian Stanza
Financial/Risk Analyst
800-424-4951, Ext. 8021
cstanza@rochdalegroup.com
Biography

 

Christian Stanza joined The Rochdale Group in 2015 as a Financial/Risk Analyst to assist with a variety of client engagements.

Professional Experience

Prior to Rochdale, Christian provided consulting services for Cerner Corporation, an international healthcare IT company, where he assisted hospitals in the implementation of revenue cycle solutions and performed a variety of process analyses. Christian began his career with American Century Investments as an Investment Representative, where he worked directly with clients and helped retail investors identify investment goals and objectives, as well as provided custom investment solutions.

Education and Accolades

Christian received a Bachelor of Arts degree in Business Administration and Political Science from Westminster College. Christian earned his Series 6 and 63, and is an Accredited Asset Management Specialist (AAMS).

Drew Smith
Financial/Risk Analyst
800-424-4951, Ext. 8009
dsmith@rochdalegroup.com
Biography

 

Drew Smith joined The Rochdale Group in 2015 and provides support to a variety of client engagements.

Professional Experience

Prior to joining Rochdale, Drew worked as a consultant for Cerner Corporation, an international healthcare technology company supporting the clinical, financial and operational needs of healthcare facilities. While at Cerner, Drew assisted managers through software implementation processes and staff workflow analyses to enhance efficiencies during the transition to electronic medical records. He led virtual, personal and classroom software and workflow training to hospital and clinical personnel across the country.  Drew also conducted audits to ensure clients were delivering care in alignment with government regulations, rules and statutes. In his time at Cerner, Drew was an integral part of many successful software and workflow implementation projects.

Education and Accolades

Drew earned a Bachelor of Arts degree in Biology and a Minor in Business at the University of Kansas.

Debbie Wiedenmann
Business Analyst
800-424-4951, Ext. 8015
dwiedenmann@rochdalegroup.com
Biography

 

Debbie Wiedenmann joined The Rochdale Group in 2008. As a project manager, her primary responsibilities include conducting operational assessment and system selection for operating systems, implementation of vendor risk management systems and processes, and development and coordination of system testing and implementation for integral financial systems. In addition, Debbie provides education and training for new system users on ERM Director, Rochdale’s Enterprise Risk Management system.

Professional Experience

Before joining Rochdale, Debbie was a Project Manager at U.S. Central Credit Union for 13 years. In this position, she introduced and implemented a new systems development life cycle, managed high-profile, large scale projects, which included managing all phases of the projects, from creating the system requirements document and determining project timelines, to creating test scripts and implementing the final projects to the production environment.