Jim Blaine, President/CEO, State Employees' Credit Union
Jim Blaine is the President of State Employees’ Credit Union located in Raleigh, North Carolina. SECU is the second largest Credit Union in the United States, with $18 billion in assets and serving 1.5 million members. Membership in the Credit Union is limited to North Carolina State employees, public school employees and their families. The Credit Union operates over 224 branch locations and a 1,000 unit proprietary ATM network throughout North Carolina.
Jim Blaine is a graduate of UNC-Chapel Hill and holds an MBA from Duke University. He is also a CPA (inactive). Jim has served as CEO of SECU since 1979.
Jim Blaine describes himself as slightly balding, can be testy, not getting thinner, has been known to argue and has at least one opinion on everything. He is married and has five adult (most of the time!) children.
Jim Blaine has served successfully on numerous committees. Past service includes the CUNA Renewal Project Committee, CUNA Mutual Advisory Cabinet, and CUNA Roundtable Advisory Committee. He has served on the Thrift Institutions Advisory Council of the Federal Reserve Board in Washington, DC; the National Credit Union Advisory Board of Fannie Mae; the Credit Union Council Board of the National Association of Credit Union Supervisors (NASCUS) in Washington, DC; the Board of First Carolina Corporate Credit Union in Greensboro, NC; the Latino Community Credit Union in Durham, NC; and the Board of the National Cooperative Business Association (NCBA).
Thomas C. Davis
President/CEO
NACUSO
Tom Davis is President/CEO of Davis & Company, a management consulting firm specializing in member focus group research, strategic planning, change management, and board governance. Mr. Davis is a highly rated speaker at Credit Unions and CUSO conferences and has been a member of the board since 1987. Effective April 2007, Mr. Davis became NACUSO’s President & CEO.
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.
Tom Glatt, President/CEO, REALTORS Federal Credit Union
Tom is long-term credit union professional. He is currently the President/CEO of REALTORS Federal Credit Union in Rockville, Maryland. Prior to that, he was the President/CEO of Continental FCU. Tom has had his hand in full-service consulting, training, and development, providing services to individual credit unions, trade associations, and regulatory agencies nationwide.
For over sixteen years, Tom was president of a national consulting firm, working day-to-day with credit unions of all shapes and sizes, and is recognized as an industry expert in corporate strategic planning; operational analyses and improvement; consumer and real estate lending; and leadership and management development.
Tom holds a Masters Degree in Accountancy and is a Certified Public Accountant. He is a noted speaker, having made presentations at numerous national, regional and local conferences on behalf of the financial services industry and has also authored several articles appearing in financial services trade magazines. He has served as a credit union volunteer board member for two credit unions.
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 –1st Advantage FCU. At the time 1st Advantage was ranked in the top 300 CU’s nationally of the 9,000+ in existence. 1st Advantage had business interests in all 50 US states and 27 foreign countries. While at 1st 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 1st 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.
