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RISK MANAGEMENT
PRESENTATIONS
Annual Meetings
Chapter Meetings
Credit Union Staff
Training
Workshops & Seminars
Consulting Services
RM007 CATALOG
On-line
Store
Manuals
RM LEARNING CENTER
Faculty
Curriculum
Discussion Board
RM TOOLBOX
On-lineConsultation
Seminar Tri-folds
Self-assessments
Professional Associations
Trade Associations
Security Companies
Research Links
Credit Union History &
Traditions
ABOUT RICH WOLDT
Profile
Press Packet
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RMLC Faculty Members...
are a diverse collection of field-tested
veterans, individuals who have, for the most part,
devoted their lifework to perfecting certain aspects of
risk management security. |
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Paul J.
Bergee,
CBCP
Contingency
Planning, Business Resumption and Disaster
Recovery |
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Dr. James Black
Ph.D. Psychologist Trauma
Management & Victim Assistance |
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Dean Boes,
Mr. Boes
worked for CUNA Mutual Insurance Group for 15 years in
key roles including loss prevention specialist and fraud
auditor. He has visited and worked with hundreds of
credit unions and finishing his career at CMG in
operations management.
Embezzlement,
Internal Dishonesty, Fraud, Scams, Forgery, Kiting,
External Dishonesty |
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David Browning,
MD "The Mayberry
Deputy"
Theatrical and Entertaining
Presentations |
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Anthony
Conti,
Retired
Detective / former specialist with 17 years active duty
in the NYPD's "Emergency Service Unit", current CEO of
"Tact-Source" Consulting, L.L.C.
Robbery, Burglary,
Bomb Threats, Biological Warfare, Terrorism |
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Charles
Eikel, CMG
retired
Credit
Union Philosophy, History & Traditions |
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John
Eliason, DJP
Legal Assistance &
Regulator Liaison |
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Lucy
Harr, partner of Fourth Lake
Communications, LLP, a firm specializing in credit union
communications, including easy-to-use guides and two
books commissioned by CUNA Mutual Group.
Credit Union
Communications & Publications |
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David M.
Koenig,
CPP
Specialist in electronic
card access systems, burglar alarm systems, fire alarm
systems, uniformed security officers and patrol
services, central monitoring station services and
locksmithing. |
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Michael
Koll,
Retired
after 34 years of federal law enforcement
experience
Financial Fraud, Service vs.
Responsibilities, Forgery/Bad Checks, Identity Documents
and Identification Procedures, Social Security Numbers -
their use and misuse, Identity Theft and Identity Fraud,
Anti-Terrorism Identity Issues and
Technology |
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David
McGuinn, President of
Safe Deposit Box Specialists
Safe
Deposit Box Services |
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Neil
Purtell
As an FBI agent, Mr
Purtell worked on Waco, the Oklahoma City bombing and at
the World Trade Center on 9-11 to mention just a notable
events. At the time he retired from active FBI duty he
was Supervisory Special Agent assigned to the Critical
Incident Response Group (CIRG) based at the FBI Academy
at Quantico, VA. He is recognized as one of the best in
the world in his field. Over the years, it's been Neil
that agencies and organizations have turned to time and
time again. Critical
Incident Management, Extortion, Executive Protection and
Money Laundering, International Law
Enforcement |
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Gene
Quigley, Vice
President Bond Underwriting Retired
Insurance
& Bond Contracts, Tools of Transfer |
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Dick Radtke, partner in Fourth Lake Communications,
Madison, Wisconsin. His previous credit union experience
includes 25 years with CUNA Mutual, where he was
vice-president and Senior Public Relations
Officer.
Credit
Union Communications & Publications |
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Florence
Rogers
Retired CEO, Federal Employees CU - Oklahoma
City
Trauma Management & Victim
Assistance |
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Jim
Rosenberger spent 27 years with
CUNA Mutual as a Division Manager of Underwriting,
administering programs for the Fidelity Bond, Directors
and Officers Liability, Property and Liability Coverage
issued for credit unions. Since retiring, Jim has
leveraged his intense interest in the Lewis and Clark
Expedition into a business venture - Corps Essentials,
LLC, devoted to presenting the story and providing
related products. |
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Shawn Smith, Owner/CEO/President M.P.I.
Private
Security, Law Enforcement Liaison and Guard
Training |
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Richard M.
Tierney, President, Richard M.
Tierney, P.A., Attorney at Law, founded
1996 |
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Donna
Tona, Certified Trauma
Specialist, Ms. Tona was a crisis
intervention leader at the Oklahoma City bombing site
and a crisis intervention leader in New York City at the
World Trade Center after the 9-11 terrorist attack. She
is internationally recognized for her victim assistance
efforts and trauma management skills. Visit the
DonnaTona.com web site (under
construction), or e-mail Donna directly at: dtoassoc@shaw.ca
Trauma Management &
Victim Assistance |
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John A.
Vardallas CAE,
Speaker/Trainer/Consultant
A
Developer of People and Organizations, John is dedicated
to helping people and organizations reach their full
potential in order to prosper in the world of
tomorrow.
Risk
Management Cruises |
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John
Vrabec, National
Independent Bank Equipment & Systems
Association
Security Equipment, Safes, Vaults,
Alarms, Surveillance, Access Control, Etc. |
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Rich
Woldt,
CPP, CFE,
owner
and CEO of "Credit Union Risk
Management 007" a resource service
provider for credit union educators around the world
delivering risk management training
and educational presentations, workshops and
classes
on
Robbery, Burglary, Bomb Threats, Biological Warfare,
Embezzlement,
, Fraud, Scams, Forgery, Kiting, External Dishonesty,
Workers Compensations, Office Safety Risks, Ergonomics,
Internal Dishonesty, Terrorism and Facility
Security Consulting | |
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RMLC Cruises
Featuring RMLC
Faculty:
Rich Woldt
CPP,
President/CEO: Risk Management
Learning Center
Neil Purtell
President/CEO: Madison
Research Associates
Paul Bergee
President/CEO: Bergee Business
Continuity Planning
Workshops on the high seas!
You'll be comfortable,
relaxed and well equipped to learn at sea Risk specific
lectures and workshops will cover any risk of interest
scheduled or requested during the cruise. All RMLC faculty
on board will attend all sessions to add depth and value to
discussions. They will also be available throughout the
cruise for personal, private consultations.
Contact us for a list of sailing dates or to customize your
own cost effective learning opportunity at sea!
Rich Woldt
608-712-7880
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