Keynote

Day One, Thursday, December 4

Gordon R. Dames
President and Chief Executive Officer
Mountain America Credit Union

Gordon Dames has been President/CEO of Mountain America Credit Union in Salt Lake City, Utah since 1991.

Before joining Mountain America Credit Union, Mr. Dames was president and chief executive officer of San Diego County Credit Union from 1983 to 1991. He was a principal examiner for the National Credit Union Administration for 12 years. Mr. Dames has served as a member of the Credit Union Task Force in California, as Charter Member and first chairman of CU Mortgage Corporation, and as a member of the California Credit Union League Audit Committee. He served as the chair of the Recreating Credit Union Share Insurance task force and as a member of the WesCorp board of directors. He has served as Chairman of the Board of the CO-OP. The readers of Credit Union Times named him “1996 CEO of the Year” and more recently he has been featured on the cover of US Banker Magazine. Mr. Dames is a sought after spokesperson on credit union issues and has been featured and published in business magazines, trade publications and other forms of media.

He served in the United State Marine Corps from 1958 to 1962. From 1962 to 1966 he worked as a technician in the aerospace industry. Mr. Dames received his bachelor’s degree in business administration from San Diego State University in 1971.

Mr. Dames has and continues to be a speaker and guest lecturer on various subjects at numerous credit union conferences and serves as an unpaid consultant to various credit unions throughout the nation.







Peter Duffy
Associate Director
Sandler, O’Neill & Partners

Peter Duffy is Associate Director at Sandler O'Neill & Partners, L.P. in New York City. Duffy works with Credit Unions and banks nationwide in competitive analysis, investment portfolio development, charter decisions, board meetings, loan portfolio sales and ALM.

Duffy is the former Chairman of the Credit Union Executive Society Financial Suppliers Advisory Committee and has been a frequent speaker at credit union and bank conferences since 1996, including the November 2006 AEI Panel on the CU Charter. Duffy has worked with credit unions and banks since 1993, has written a monthly column for C.U.E.S. and has been published in C.U. Times and C.U. Journal discussing issues such as competitiveness, investments, asset/liability management, the economy, the right metrics for CUs and charter decisions.

Prior to Sandler O'Neill, Peter Duffy spent 11 years at the Procter and Gamble Company in sales and sales management where he was involved in many test market initiatives for the company. Duffy was also a Sales Manager for Sealy Mattress and National Foods. Most recently, he spent 10 years at First Empire Securities and a year and a half at KBW both in New York.

Duffy is a 1977 graduate of Texas Christian University in Ft. Worth, Texas where he earned a B.A. in Business Management with a Minor in Marketing. Duffy is a 1973 graduate of Plano High School.

Day Two, Friday, December 5

Paul J. Lucas
Marketing/Branding Consultant

Since 2000 Paul Lucas has been a marketing consultant for CU/CUSO’s and various CU organizations working in 32 US states and for an international financial services CU/CUSO’s for the Organization of American States/Inter-Developmental Bank in South and Central America.

Previous to becoming a consultant Paul Lucas was Vice President of Global Marketing and Business Development for one of the largest financial service credit unions in America –1^st Advantage FCU. At the time 1^st Advantage was ranked in the top 300 CU’s nationally of the 9,000+ in existence. 1^st Advantage had business interests in all 50 US states and 27 foreign countries. While at 1^st Advantage Paul Lucas took over the brand management and marketing of a institution that had experienced two straight years of negative growth and under his guidance 1^st Advantage averaged 30% net growth annually over the next 5-½ years.

Paul Lucas has won numerous national awards for marketing and business development from CUNA, CUES, the Virginia Credit Union League and the Maryland-District of Columbia Credit Union Association. Additionally, Virginia Business magazine awarded Paul Lucas with the honor of a branding manager of the year award in 1998 over the 17 Fortune 100 companies that are head quartered in Virginia. Paul Lucas has also authored and contributed to articles written for all the CU publications including the Wall Street Journal, the New York Times and the USA Today. Since 2006 Paul Lucas also writes a monthly column in the Credit Union Journal on “Branding”.

Since 1996 Paul Lucas has provided branding & marketing presentations to over 15,000 financial boards of directors, CEO’s, marketing executives and students. Paul Lucas has given presentations for CUES, The Credit Union Journal, National Directors Conference, ACCU, NACUSO, various state CUL’s, Symitar, Callahan & Associates and various CUNA conferences including CUNA’s Marketing Management Schools, Leadership Conferences and CPD eSchools, various cooperative and for-profit industries, the US Military advanced studies programs and individual credit unions staff and/or Board’s of Directors. He is also a 2002 Graduate of CUNA’s Executive Boot Camp.

Originally from Pittsburgh, PA Paul Lucas now lives in suburban Washington D.C. in northern Virginia and is an avid fly-fisherman, golfer and a Harley-Davidson owner/rider.

Gordon R. Dames President and Chief Executive Officer Mountain America Credit Union	Gordon Dames has been President/CEO of Mountain America Credit Union in Salt Lake City, Utah since 1991. Before joining Mountain America Credit Union, Mr. Dames was president and chief executive officer of San Diego County Credit Union from 1983 to 1991. He was a principal examiner for the National Credit Union Administration for 12 years. Mr. Dames has served as a member of the Credit Union Task Force in California, as Charter Member and first chairman of CU Mortgage Corporation, and as a member of the California Credit Union League Audit Committee. He served as the chair of the Recreating Credit Union Share Insurance task force and as a member of the WesCorp board of directors. He has served as Chairman of the Board of the CO-OP. The readers of Credit Union Times named him “1996 CEO of the Year” and more recently he has been featured on the cover of US Banker Magazine. Mr. Dames is a sought after spokesperson on credit union issues and has been featured and published in business magazines, trade publications and other forms of media.
	He served in the United State Marine Corps from 1958 to 1962. From 1962 to 1966 he worked as a technician in the aerospace industry. Mr. Dames received his bachelor’s degree in business administration from San Diego State University in 1971. Mr. Dames has and continues to be a speaker and guest lecturer on various subjects at numerous credit union conferences and serves as an unpaid consultant to various credit unions throughout the nation.


Peter Duffy Associate Director Sandler, O’Neill & Partners	Peter Duffy is Associate Director at Sandler O'Neill & Partners, L.P. in New York City. Duffy works with Credit Unions and banks nationwide in competitive analysis, investment portfolio development, charter decisions, board meetings, loan portfolio sales and ALM. Duffy is the former Chairman of the Credit Union Executive Society Financial Suppliers Advisory Committee and has been a frequent speaker at credit union and bank conferences since 1996, including the November 2006 AEI Panel on the CU Charter. Duffy has worked with credit unions and banks since 1993, has written a monthly column for C.U.E.S. and has been published in C.U. Times and C.U. Journal discussing issues such as competitiveness, investments, asset/liability management, the economy, the right metrics for CUs and charter decisions.
	Prior to Sandler O'Neill, Peter Duffy spent 11 years at the Procter and Gamble Company in sales and sales management where he was involved in many test market initiatives for the company. Duffy was also a Sales Manager for Sealy Mattress and National Foods. Most recently, he spent 10 years at First Empire Securities and a year and a half at KBW both in New York. Duffy is a 1977 graduate of Texas Christian University in Ft. Worth, Texas where he earned a B.A. in Business Management with a Minor in Marketing. Duffy is a 1973 graduate of Plano High School.