Patrick Adams
Strategic Advisor, St. Louis Community CU
Patrick is beginning his 43nd year with the credit union movement and has worked for St. Louis Community Credit Union for the past 32 years. Patrick was appointed CEO/President of St. Louis Community Credit Union in January, 2008. The credit union ha… Read full bio
Don Arkell
Owner, CU Lending Advice, LLC
Don first worked with Brett Christensen at Clark County Credit Union as one of his original hires and a member of his first sales team. While at CCCU, Don quickly moved through the ranks at the credit union, working in all areas of Sales and Lending.… Read full bio
Bruce Bauer
Senior Executive Benefits Specialist, CUNA Mutual Group
Bruce is a senior executive benefits specialist for Cuna Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefits programs specifically tailored to credit… Read full bio
Jeff Cardone
Partner Luse Gorman, PC
Jeff Cardone specializes in representing credit unions and other community-based financial institutions with respect to various transactional matters, including credit union mergers, credit union acquisitions of banks, purchase and assumption transac… Read full bio
Ancin Cooley, CIA, CISA
Founder & Principal of Synergy Credit Union Consulting, Inc
Mr. Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal aud… Read full bio
Matthew Court
SVP, Portfolio Analytics, nCino
With his deep corporate roots, Matthew Court is a unique entrepreneur with over 25 years experience in the financial sector. Matt serves as SVP – Portfolio Analytics at nCino, and oversees the growth of analytics solutions within the company. From th… Read full bio
Jim Craven
Vice President, McQueen Financial Advisors, Inc.
Jim Craven is Vice President & Senior Consultant with McQueen Financial Advisors. As a seasoned professional with more than 30 years of experience, Jim is known for his deep knowledge of financial modeling, regulatory guidance and challenges faci… Read full bio
David Dean
COO, Marketing Solutions at CU Solutions Group
David Dean is Chief Operating Officer of Marketing Solutions for CU Solutions Group, where he oversees Professional Media & Creative Services, GSTV, Save to Win and the Love My Credit Union Rewards program, which has empowered more than 3,000 cre… Read full bio
Dave DeFazio
Partner, StrategyCorps
Dave DeFazio is a partner at StrategyCorps and works with bank clients to design, build and implement a variety of checking, marketing and training programs. His extensive financial services experience and continuous research in the field ensures eac… Read full bio
Peter Duffy
Managing Director, Piper Sandler Companies
Peter Duffy is Managing 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 portfoli… Read full bio
Nick Evens
President & CEO, Curql Collective, LLC
As President and CEO of Curql Collective, Nick cultivates opportunities to help fintech and credit unions collaborate on breakthrough technologies that minimize threats and successfully improve, disrupt and position the industry with a best-in-class… Read full bio
Dr. Troy Hall
Ph.D., author, talent retention consultant, and former CSO at SC, FCU
Dr. Troy Hall is an award-winning talent retention consultant, public speaker and best-selling author of “Cohesion Culture: Principles to Retain Your Top Talent.” As the founder of Cohesion Culture™, he has dedicated his career to establishing a cycl… Read full bio
Bill Hampell
Economist
Following a long and productive career as Chief Economist and Chief Policy Officer for the Credit Union National Association (CUNA) in Washington DC, Bill Hampel is now an economic consultant specializing in explaining trends in the economy and finan… Read full bio
Ronaldo Hardy
Chief Diversity and Inclusion Officer, Owner at CU Strategic Planning
Ronaldo is a dynamic powerhouse of an executive with the personal mission “to change the world by building people that change the world." Ronaldo leads CU Strategic Planning’s Diversity, Equity and Inclusion services, including the innovative and com… Read full bio
Tim Harrington
CPA, President, TEAM Resources
Tim Harrington started working with banks and credit unions in 1988. Tim and TEAM Resources have a long history of helping financial institutions move forward with greater confidence, profitability and integrity, to serve their market or field of mem… Read full bio
Lynn Heckler
Chief Talent Officer, PSCU
Lynn Heckler has served as PSCU’s executive vice president and chief talent officer since May 2011. Since joining PSCU in 2001, Heckler has shared her passion for creating a culture of inclusion, leadership development and engagement in the workplace… Read full bio
Emily Hollis
CEO, ALM First
Emily Hollis has served as a principal of ALM First since the company was established in 1995. Under her leadership, the company has steadily grown to a client base of more than 300 financial institutions representing more than $570 billion in assets… Read full bio
Wema Hoover
Global Diversity, Equity & Inclusion Leader, Executive Coach, Culture Curator & former Google Global Head of Diversity, Equity and Inclusion
Wema Hoover is an executive who has dedicated her career to serving as a catalyst for change and as a transformational leader. Her expertise centers on diversity, equity, & inclusion, authentic leadership and women’s empowerment with a reputation… Read full bio
John Janclaes
President, NYMBUS
Janclaes has spent more than 30 years in the credit union industry, starting in 1989 as an executive vice president and chief business development officer at Logix Federal Credit Union. In 2004 he took the helm as president and CEO of Partners FCU, t… Read full bio
David Koch
Director, Advisory Services, Abrigo
Since 1989, Dave has delivered educational programs on Asset/Liability Management and pricing topics to Federal Regulatory Agencies, national and state industry trade groups, Federal Home Loan Banks, and Corporate Credit Unions nationwide. Dave curre… Read full bio
James Robert Lay
Founder & CEO, Digital Growth Institute
James Robert Lay is the CEO of Digital Growth Institute. He is on a mission to simplify digital marketing to help financial institutions grow from good to great by building marketing systems that guide people toward a brighter financial future. James… Read full bio
Anne Legg
Anne Legg is the founder of THRIVE Strategic Services. She is an award-winning, internationally recognized credit union industry leader who is leading change via the development of data transformation strategies for Credit Unions. She is an author, e… Read full bio
Robert Lockett
Strategy, Operations & Financial Executive, Workers Credit Union
Bob Lockett is the Chief Strategy Officer and SVP of Diversified Services at Workers Credit Union, a $2.1B credit union located in central Massachusetts, improving lives and communities with the Workers WayTM life-cycle approach to financial wellness… Read full bio
Matthew Luhn
Former Pixar Animator
Matthew Luhn is an accomplished storyteller, instructor, motivational keynote speaker, and story consultant, with over 20 years’ experience creating stories and characters at Pixar Animation Studios. Alongside his story work in Hollywood, Matthew wor… Read full bio
Susan Mitchell
CEO, Mitchell, Stankovic & Associates, Founding Chair of the Global Women’s Leadership Network, & National CU Foundation’s Herb Wegner Outstanding Individual Lifetime Achievement Award Winner
SUSAN MITCHELL is a passionate believer in making a difference! As the CEO of Mitchell, Stankovic & Associates, a consulting firm that has provided over 5,000 credit unions innovative consulting services, including strategic planning, board gover… Read full bio
Erin O’Hern
VP Strategic Initiatives, ViClarity
Erin O'Hern is the Vice President of Strategic Initiatives at ViClarity, a global governance risk and compliance technology and services organization focused on supporting credit unions. Erin has more than a decade of experience working on credit uni… Read full bio
Matt Roe
Chief Revenue Officer, Open Lending, LLC
As the Chief Revenue Officer at Open Lending, Matt oversees all aspects of the customer partnership model by providing high quality consultation, training, and deployment strategies for the Lenders Protection product. Matt has been with Open Lending… Read full bio
Andy Roquet
Sr. Executive Benefits Specialist, CUNA Mutual Group
Andy Roquet is an executive benefits specialist for CUNA Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs specifically tailored to credit u… Read full bio
Danielle Scodellaro
Executive Benefits Specialist, CUNA Mutual Group
Danielle has worked in the financial services industry since 2011 and began her career at Cuna Mutual Group in 2015. She has worked within the Executive Benefits department assisting with sales and service, until taking on her new role as an executiv… Read full bio
Brian Scott
Chief Growth Officer, PSCU
Brian partners with industry leaders in payments and community financial institutions to create competitive payments programs, helping credit unions position themselves competitively in their own communities and maintain profitability throughout thei… Read full bio
Lawrence Spaccasi
Partner at Luse Gorman, P.C.
Lawrence Spaccasi represents financial institutions and their holding companies on a wide range of strategic planning, securities, corporate, executive compensation and regulatory law matters. Mr. Spaccasi has more than 30 years’ experience with fina… Read full bio
Brandi Stankovic, Ed.D.
Principal, Strategic Advisory
Dr. Brandi Stankovic is an organizational change expert, motivational speaker, professor, artist and mommy who inspires firms globally with her models of leadership, engagement, and award-winning education. She is the chief strategy officer at CU Sol… Read full bio
Jon Taffer
Celebrity chef from Bar Rescue
Most people know Jon Taffer as a larger-than-life television personality who takes a no-holds-barred approach to helping hotels, restaurants, bars and businesses reach their full potential. He is also a New York Times best-selling author, a highly so… Read full bio
Amanda Thomas
Founder & President, Two Score
A credit union veteran, Amanda has many years of marketing experience in credit unions and as a consultant. She is an entrepreneur and owner of TwoScore, a firm that works exclusively with credit unions under $100 million in assets to achieve their s… Read full bio
Tonita Webb
President & CEO, Verity Credit Union
Tonita Webb was named the CEO of Verity Credit Union in early 2021, the first woman and the first Black American to be named CEO in the organization’s history. She continues to move Verity forward in socially responsible banking to create vibrant com… Read full bio
Tom Glatt, Jr.
Founder, Glatt Consulting Group, Inc.
Tom Glatt serves as a consulting partner with particular focus on projects involving organizational strategy or governance. Tom is the founder of Glatt Consulting Group, Inc., a credit union consulting firm specializing in distinctive strategy consul… Read full bio
April Clobes
President & CEO of Michigan State University Federal CU
April Clobes has been the President and Chief Executive Officer of Michigan State University Federal Credit Union since March of 2015. Ms. Clobes joined MSUFCU in 1996. She moved through the organization from a marketing specialist to management and… Read full bio
Erin O’Hern
VP Strategic Initiatives, ViClarity
Erin O'Hern is the Vice President of Strategic Initiatives at ViClarity, a global governance risk and compliance technology and services organization focused on supporting credit unions. Erin has more than a decade of experience working on credit uni… Read full bio
Tricia Szurgot
President/CEO, Securityplus Federal Credit Union
Tricia is a visionary executive leader, growth, transformation and turnaround strategist and Corporate Social Responsibility champion. She is a Certified Futurist & Long-Term Financial Analyst and Certified Chief Executive with 30+ years in diver… Read full bio
Victor Miguel Corro
CEO, Coopera
As CEO of Coopera, Victor promotes Coopera’s approach to serving Hispanics throughout the credit union industry. This comprehensive approach has helped credit unions and credit union industry organizations position themselves for long-term growth by… Read full bio
Greg Glawson
Chief Information Officer, Unify FCU
Greg Glawson is the Chief Information Officer for UNIFY Financial Credit Union (Dallas, TX) with more than 15 years’ experience in the financial services and credit union industry. Since joining UNIFY in 2017, he has overseen areas such as informatio… Read full bio
Renee Sattiewhite
CEO & Founder, Sattiewhite Training Productions, Inc.
Ms. Sattiewhite is credited for giving organizations a “new look” in the areas of customer satisfaction, employee relations, marketing materials and training materials. Ms. Sattiewhite also serves as an executive coach, mentoring trainer and assists… Read full bio
Jeremy Garza
President/CEO, Gulf Coast FCU
Jeremy Garza has been the CEO at Gulf Coast Federal Credit Union for nine years; he’s worked at the credit union for a total of 19 years. The credit union made history as the first credit union to convert from a community charter to a multiple common… Read full bio