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


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