Our Facilitators

Sally Myers, CEO

Sally is a founder of our company and has 20 years of experience in the field of balance sheet risk management. She has worked closely with credit union boards, senior managements, and their regulators over the course of several years. Sally has developed a reputation as an innovator of sound and pragmatic risk management practices. She is a sought-after speaker at national and regional conferences and has written extensively on how to correctly uncover and manage risks to net worth and earnings. On nearly a weekly basis, Sally meets with credit union boards and CEOs to guide them in deciding strategic direction, establishing strategic objectives and identifying and simulating possible financial outcomes of decisions under consideration.

Sally enjoys traveling, hiking, skiing and other fitness activities with her family.

John Myers, President

Throughout his 20 plus years of experience in the field of balance sheet risk management, John has worked closely with the CEOs and executives of thousands of financial institutions. He is known for his expertise in working with boards and senior managers in their efforts to build and implement safe and sound risk management processes. He has been a frequent speaker at national and regional conferences and has written extensively on balance sheet risk management issues. On a regular basis, he facilitates Strategic Visioning sessions for clients. With Strategic Visioning, we leverage our hands-on knowledge of a client's financial structure by integrating balance sheet financial planning with the best of strategic planning.

John enjoys mountain biking, hiking, skiing and international travel.

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Peter Crusius, Senior Vice President/Principal

Pete has over 20 years of experience in the field of asset/liability management. As a Senior Consultant, he works closely with many CEOs and senior management groups helping them to understand, evaluate, and manage their risks to earnings and net worth. On any given day, many clients rely on Pete's expertise in asset/liability management, as well as his understanding of their respective, unique balance sheet structures. On a regular basis, Pete meets with credit union boards and CEOs to guide them in deciding strategic direction, establishing strategic objectives, and identifying and simulating possible financial outcomes of decisions under consideration.

Pete is a frequent instructor at our scheduled education courses as well as the customized courses conducted on-site at credit unions for boards and managements. He also partners in facilitating our Strategic Visioning Service for clients.

Pete enjoys his Harley, his vintage Camaro, hiking, skiing and other fitness activities with his family.

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Adam Johnson, Senior Vice President/Principal

As a lead facilitator of our Strategic Visioning Services, Adam is motivated by effectively guiding credit union boards and managements as they think strategically about big decisions and plausible futures. Since joining c. myers in 1994, Adam has also helped hundreds of credit union CEOs, managements, and boards understand and manage long-term risks to earnings and net worth. Adam has instructed countless asset/liability management education courses and training classes, including those that are scheduled regularly and those that are customized for a single credit union. Non-financial people who attend courses taught by Adam appreciate his ability to help them easily grasp a topic such as asset/liability management that at first seems complex. Adam has also been a speaker at many league education sessions and trade conferences.

Adam enjoys reading, cross-country bicycling and traveling with his wife. He quickly mastered the Russian language during the two years he lived in Ukraine while serving in the Peace Corps.

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Marc Cooley, Vice President

Marc has been in the field of risk management and consulting for over 20 years, working with financial institutions ranging in asset size from $500 million to over $50 billion. He plays an integral role at c. myers in helping credit unions nationwide understand their long-term risks to earnings and net worth. He also effectively guides credit unions in developing long-term financial forecasts that link to their strategies.

Marc enjoys the outdoors with his family and friends, including camping and backpacking.

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Charlene Leland, Strategic Consultant

Charlene joined c. myers in 2004, bringing 16 years of consulting experience. As a Strategic Visioning facilitator, she uses her in-depth experience to guide credit union leaders as they develop strategic plans that support their desired financial performance. Charlene has guided many credit union managements and boards in establishing plans to achieve their desired financial performance. She is also a lead instructor for education classes, where she teaches participants how to use their A/LM model as a weapon.

Charlene is an avid hiker and also enjoys reading, cooking and spending time with her husband and children.

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Dan Myers, Senior Consultant

Dan Myers has over 20 years of general management experience in service and distribution, managing over 300 employees, a budget of more than $35 million and over 1,000,000 square feet of facilities. Over the years, his passion for perfecting processes and eliminating waste grew, leading him to graduate-level certifications in Lean Six Sigma at Villanova University and Project Management at Kaplan University. Dan has accumulated over 6,000 hours in project and process improvement management.

Dan also has firsthand experience in linking processes with strategic direction and financial management through his years of service on the board and supervisory committee of a credit union.

In his spare time, Dan enjoys camping, hiking and playing board games with his family in addition to reading and playing poker.

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