CUbroadcast Studio Lounge interviews at
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And a give-back tradition we started a few years back: For every Studio Lounge interview we conduct, we will donate $10 to Credit Unions for Kids to help Children's Miracle Network Hospitals nationwide. So sign up to chat -- the kids win, too! |
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Studio Lounge interviews brought to you by ...
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Studio Lounge interview schedule:
Underground Collision "Shattered"
Mitchell Stankovic & Associates' Susan Mitchell
WOCCU's (retired) Brian Branch and NACSCU's Rafal Matusiak
AWS's George Estrada
Alkami's Stephen Bohanon
CU Difference's Lois Kitsch and ACCOSCA's George Ombado
Trellance's Tom Davis
Visa's Emily Leach
Inclusiv's Pablo DeFilippi
Strategic Advisors' Brandi Stankovic
StagePoint Federal Credit Union's Tyler Valentine
Underground Collision intro
Saturday, February 25 (pre-GAC)
Gigi Hyland, Executive Director at The Foundation
Topic: Herb Wegner Memorial Awards, Foundation initiatives in 2023, FinHleath2023, “Re-Gowned to Give” Initiative at 2023 Dinner
THRIVE's Founder Anne Legg
Topic: Strategic data road maps to guide them through the virtual labyrinth of information
Sunday, February 26 (GAC Opening Night)
Ryan Donovan, President and Chief Executive Officer, Council of Federal Home
Topic: Why FHFA’s review of the Federal Home Loan Bank System Matters to Credit Unions
Andrew Price, Sr. VP of Advocacy and General Counsel for World Council of Credit Unions; Alisa Stesyshyn, Consultant, World Council of Credit Unions Credit for Agriculture Producers (CAP) Project (Ukraine); Rafal Matusiak, President/CEO National Association of Cooperative Savings and Credit Unions (NACSCU) (Poland); and Anatoli Murha, from Ukrainian Selfreliance FCU
Topic: Why International Advocacy Matters: Ukraine Case Study – Presented by World Council of Credit Unions (GAC session)
Todd Spiczenski, Executive Vice President and Chief Products and Services Officer at CUNA
Topic: 2023 GAC preview, expectations, and more
Chris Cox, COO at Apiture
Topic: "Charting a course for digital transformation" (conf. session)
Katy Slater, SVP at Callahan & Associates
Topic: CEO Leadership Circle, digital transformation, green lending, and more
Tim Bruculere, Senior Vice President, Membership of Alloya
Topic: Tightening Credit Union Liquidity: What Can We Do?
Holly Fearing, Senior Director of Marketing + Communications at Filene Research Institute
Topic: Filene partners with Jean Chatzky's "HerMoney" to provide credit unions with expert financial content that they can pass on to their members
Monday, February 27
Baron Conway, SVP Client Relations at CuneXus
Topic: Strategies for proactively identifying members who are likely to need financing in the near future
Robert Eyler, Sonoma State University Economics Professor and Redwood Credit Union Board Member
Topic: Q1 Economic Update and its effect on credit unions so far
Andrew Downin, Chief Marketing & Digital Officer, Vantage West Credit Union
Topic: Nymbus
Abby Gunderson-Schwarz, Senior Director of Advocacy at CUNA
Topic: 118th Congress breakout session
Sam Das, Managing Director at CMFG Ventures, and Guy Assad, CEO of Clerkie
Topic: How CMFG Ventures and portfolio companies like Clerkie are helping CU industry.
Samantha Paxson, Co-op Solutions Chief Experience Officer, and Omar Jordan CEO/Founder Coviance
Topic: Trends in Lending and Payments
Bruce Dragt, Chief Product Officer, Co-op Solutions
Topic: Update on Co-op Ecosystem of Tools, Technology and Services
Madison Rose, Director of Advocacy & Counsel for Payments and Technology at CUNA
Topic: Highlights from crypto breakout session
Benjamin Maxim, Chief Digital Strategy & Innovation Officer at Michigan State University FCU
Topic: Fintech partnerships and how we have made connections into the digital brands we have created (Collegiate and AlumniFi) with Nymbus
Kyle Stutzman, CEO of Janusea
Topic: Help! Nothing is integrated. None of my system talk to each other
John Ainsworth, President/CEO at Bonifii, Chris Saneda, Virginia Credit Union, and Jim Phillips, SVP/Chief Information Officer at SchoolsFirst Credit Union
Topic: MemberPass deployments with VACU and SchoolsFirst
Mahalo Banking's COO Denny Howell
Topic: Neurodiversity
Kyle Hauptman, NCUA Board Member and Vice Chair
Topic: NCUA priorities for credit unions in 2023
Rob Landis, President of Corelation Inc., Jeff Dent, CIO at Corelation, and Dawn Sirras, CTO at Corelation
Topic: Core processing trends for credit unions in 2023
Alexander Monterrubio, Senior Director of Advocacy & Counsel for Consumer Protection at CUNA
Topic: CFPB’s rule making agenda, including their rules on fees
Eric Hansing, Sr. Vice President, Corporate Strategy, Marketing & Communications at CUNA Mutual Group
Topic: CUNA Mutual Group’s upcoming brand transformation, rebranding as TruStage
Rob Goodwin, Vice President, Sales, Co-op Solutions
Topic: “Greatest Challenges and Opportunities for Credit Unions in 2023”
Teresa Freeborn, Executive Consultant, Speaker Self-Employed, and Co-founder/Principal/Chair of the highly successful Smash + Tess
Topic: New book -- “Suits and Skirts – Game On!: The Battle for Corporate Leadership”
LIVE Red Carpet Coverage of The Foundation Dinner presenting the Herb Wegner Memorial Awards at the Marriott Marquis Hotel (sponsored by Corelation, Inc.)
The 2023 Herb Wegner Memorial Award winners are:
Outstanding Individual Achievement Award
Tuesday, February 28
Norm Patrick, Vice President of Advisors Plus
Topic: Legislation/regulation (either in-play or proposed) that could impact payments this year
Troy Stang – President and CEO of GoWest Credit Union Association
Topic: How to conduct effective advocacy in a divided congress
Mark Sievewright, President/CEO of Sievewright & Associates
Topic: Update on new MergerMAP service and highlights from Mark's CUNA CEO Council breakout session on FinTech
Jim Nussle, CUNA President/CEO
Topic: 2023 CUNA GAC, advocacy efforts, 2023 outlook, etc.
Seth Brickman, President of QCash Financial, Jack Antonini, President/CEO of NACUSO, and Mary Beth Spuck, President/CEO of Resource One Credit Union
Topic: QCash/Importance of CUSOs
Carrie Stapp, Vice President, Integrated Marketing and Commercialization, Co-op Solutions
Topic: “Update on Co-op’s Member and Credit Union Market Research”
Elissa McCarter LaBorde, President/CEO of World Council of Credit Unions
Topic: One year into WOCCU leadership, WOCCU's emerging themes, and the priorities the organization sees for the global credit union movement
Amanda Emery, Trellance Product Manager
Topic: Empathy in Data/Data Management
Steve Kass, Trellance Chief Services Officer
Topic: Need for Tech Staffing for Credit Union Industry
Rob Hoyle, CIO at Vantage West Credit Union
Topic: Digital brands with Nymbus
Tom Davis, Trellance President/CEO
Topic: Trellance – End to End Tech Partner for Credit Unions (Analytics, Talent, Cloud)
Todd Harper, NCUA Chairman
Topic: Remote workers can become members of credit union
Community Financial Credit Union President/CEO Tansley Stearns and outgoing Baord Member Ron Meteyer
Topic: Seamless transition between CEOs and outgoing/incoming Board Members
Community Financial Credit Union President/CEO Tansley Stearns, Board Chair Don Bain, and Board Member Mark Riegal
Topic: Keys to effective Board/CEO governance policies
Ronny Chapman, SVP Technology, CMFG Fintech Solutions
Topic: Credit Union System as a Service
Dean Michaels, Chief Strategy Officer, Co-op Solutions
Topic: “Co-op’s New Strategic Provider Program”
Nick Coleman, Director, National Strategic Partnerships for Children's Miracle Network Hospitals, and Paul Dione, Research Director at Filene Research Institute
Topic: Credit Unions for Kids update and GAC activities
Rhian Horgan, Founder/CEO of Silvur
Topic: Reitrement planning challenges, Social Security reform, and Women's History Month for March
Josh Sledge, Senior Director, Incubation at Filene
Topic: The REE Incubator cohort, soon-to-be announced new wave of i3ers, The Lab testing and more
Mark Alguard, President, Director of Client Strategy at Momentum
Topic: How about bringing environmental sustainability into the branch?
Ronny Chapman, SVP Technology, CMFG Fintech Solutions and Sarah Martin, CEO at Pulsate
Topic: CUNA Mutual Group/Pulsate partnership
Gerry Singleton, VP of Credit Union System Relations at CUNA Mutual Group
Topic: CUNA Mutual Group’s Credit Union system advocacy and support efforts
Landon Glenn, Founder/CEO of ASA, and Lisa Gold Schier, Chief Strategy Officer at ASA
Topic: Difference between embedded finance and embedded fintech and what CUs should know/consider
Daniel Czerniawski, CEO of Actors Federal Credit Union
Topic: Nymbus
Doug Brown, President of NCR Digital Banking, and Ron Belle, President/CEO of AmeriCU
Topic: AmeriCU's recent digital transformation, including how they’ve leveraged APIs to enhance the member experience
Todd Clark, Chief Executive Officer, Co-op Solutions
Topic: “Update on Co-op Solutions”
Ashish Garg, Founder/CEO of Eltropy
Topic: Driving growth through seamless digital conversations and in-branch experiences.
Ami Iceman, Chief Research and Digital Experience Officer at MSU Federal Credit Union
Topic: Building engaging digital only brands from the ground up with Nymbus and sustaining them for the future
Ken Burns, EVP Sales and Business Development at Origence
Topic: Origence’s arc MX helps credit unions build stronger relationships with their members
Tony Boutelle, President/CEO at Origence, and Aleks Boegeski, Vice President Of Strategic Alliances at Origence
Topic: Recapping today’s breakout session: The Changing Landscape of Indirect Origination and Credit Union Implications
Brit Barker, Senior Vice President Of Sales at Origence
Topic; What Origence’s arc OS is doing to help credit unions stay ahead of the curve in 2023
Bill Handel, Chief Economist for Raddon
Topic: Inflation and rising interest rates for a topic, how credit unions are handling these trends/issues
Wednesday, March 1
Lena Giakoumopoulos, Director at the Global Women's Leadership Network
Topic: GWLN in 2023, Sister Societies, scholarships, 2023 WCUC and Executive Readiness Summit
Caroline Willard, President/CEO at the Cornerstone Credit Union League
Topic: GAC takeaways, what's new at Cornerstone League, etc.
Yolanda D. McGill, Vice President, Policy and Government Affairs at Zest AI
Topic: Credit Unions are Embracing Financial Technology to Advance Efficiency and Inclusion
Erin O'Hern, Vice President of Strategic Initiatives with ViClarity
Topic: The confluence of compliance and DEI/financial inclusion strategies
April Clobes, Michigan State University Federal Credit Union President/CEO
Topic: 2 new niche brands that MSUFCU has launched (Collegiate and AlumniFi) Nymbus
Barb Lowman, President of CUNA Strategic Services
Topic: CU System Digitization Working Group and give some updates on CSS
Filene's Cortney Arnold and the Crashers!
Topic: 2023 GAC experience
Underground Collision "Shattered"
Mitchell Stankovic & Associates' Susan Mitchell
WOCCU's (retired) Brian Branch and NACSCU's Rafal Matusiak
AWS's George Estrada
Alkami's Stephen Bohanon
CU Difference's Lois Kitsch and ACCOSCA's George Ombado
Trellance's Tom Davis
Visa's Emily Leach
Inclusiv's Pablo DeFilippi
Strategic Advisors' Brandi Stankovic
StagePoint Federal Credit Union's Tyler Valentine
Underground Collision intro
Saturday, February 25 (pre-GAC)
Gigi Hyland, Executive Director at The Foundation
Topic: Herb Wegner Memorial Awards, Foundation initiatives in 2023, FinHleath2023, “Re-Gowned to Give” Initiative at 2023 Dinner
THRIVE's Founder Anne Legg
Topic: Strategic data road maps to guide them through the virtual labyrinth of information
Sunday, February 26 (GAC Opening Night)
Ryan Donovan, President and Chief Executive Officer, Council of Federal Home
Topic: Why FHFA’s review of the Federal Home Loan Bank System Matters to Credit Unions
Andrew Price, Sr. VP of Advocacy and General Counsel for World Council of Credit Unions; Alisa Stesyshyn, Consultant, World Council of Credit Unions Credit for Agriculture Producers (CAP) Project (Ukraine); Rafal Matusiak, President/CEO National Association of Cooperative Savings and Credit Unions (NACSCU) (Poland); and Anatoli Murha, from Ukrainian Selfreliance FCU
Topic: Why International Advocacy Matters: Ukraine Case Study – Presented by World Council of Credit Unions (GAC session)
Todd Spiczenski, Executive Vice President and Chief Products and Services Officer at CUNA
Topic: 2023 GAC preview, expectations, and more
Chris Cox, COO at Apiture
Topic: "Charting a course for digital transformation" (conf. session)
Katy Slater, SVP at Callahan & Associates
Topic: CEO Leadership Circle, digital transformation, green lending, and more
Tim Bruculere, Senior Vice President, Membership of Alloya
Topic: Tightening Credit Union Liquidity: What Can We Do?
Holly Fearing, Senior Director of Marketing + Communications at Filene Research Institute
Topic: Filene partners with Jean Chatzky's "HerMoney" to provide credit unions with expert financial content that they can pass on to their members
Monday, February 27
Baron Conway, SVP Client Relations at CuneXus
Topic: Strategies for proactively identifying members who are likely to need financing in the near future
Robert Eyler, Sonoma State University Economics Professor and Redwood Credit Union Board Member
Topic: Q1 Economic Update and its effect on credit unions so far
Andrew Downin, Chief Marketing & Digital Officer, Vantage West Credit Union
Topic: Nymbus
Abby Gunderson-Schwarz, Senior Director of Advocacy at CUNA
Topic: 118th Congress breakout session
Sam Das, Managing Director at CMFG Ventures, and Guy Assad, CEO of Clerkie
Topic: How CMFG Ventures and portfolio companies like Clerkie are helping CU industry.
Samantha Paxson, Co-op Solutions Chief Experience Officer, and Omar Jordan CEO/Founder Coviance
Topic: Trends in Lending and Payments
Bruce Dragt, Chief Product Officer, Co-op Solutions
Topic: Update on Co-op Ecosystem of Tools, Technology and Services
Madison Rose, Director of Advocacy & Counsel for Payments and Technology at CUNA
Topic: Highlights from crypto breakout session
Benjamin Maxim, Chief Digital Strategy & Innovation Officer at Michigan State University FCU
Topic: Fintech partnerships and how we have made connections into the digital brands we have created (Collegiate and AlumniFi) with Nymbus
Kyle Stutzman, CEO of Janusea
Topic: Help! Nothing is integrated. None of my system talk to each other
John Ainsworth, President/CEO at Bonifii, Chris Saneda, Virginia Credit Union, and Jim Phillips, SVP/Chief Information Officer at SchoolsFirst Credit Union
Topic: MemberPass deployments with VACU and SchoolsFirst
Mahalo Banking's COO Denny Howell
Topic: Neurodiversity
Kyle Hauptman, NCUA Board Member and Vice Chair
Topic: NCUA priorities for credit unions in 2023
Rob Landis, President of Corelation Inc., Jeff Dent, CIO at Corelation, and Dawn Sirras, CTO at Corelation
Topic: Core processing trends for credit unions in 2023
Alexander Monterrubio, Senior Director of Advocacy & Counsel for Consumer Protection at CUNA
Topic: CFPB’s rule making agenda, including their rules on fees
Eric Hansing, Sr. Vice President, Corporate Strategy, Marketing & Communications at CUNA Mutual Group
Topic: CUNA Mutual Group’s upcoming brand transformation, rebranding as TruStage
Rob Goodwin, Vice President, Sales, Co-op Solutions
Topic: “Greatest Challenges and Opportunities for Credit Unions in 2023”
Teresa Freeborn, Executive Consultant, Speaker Self-Employed, and Co-founder/Principal/Chair of the highly successful Smash + Tess
Topic: New book -- “Suits and Skirts – Game On!: The Battle for Corporate Leadership”
LIVE Red Carpet Coverage of The Foundation Dinner presenting the Herb Wegner Memorial Awards at the Marriott Marquis Hotel (sponsored by Corelation, Inc.)
The 2023 Herb Wegner Memorial Award winners are:
Outstanding Individual Achievement Award
- Linda Bodie, CEO + Innovator, Element Federal Credit Union
- Brian Branch, Former President & CEO, World Council
- Bill Cheney, CEO, SchoolsFirst Federal Credit Union
- Winona Nava, President & CEO, Guadalupe Credit Union
Tuesday, February 28
Norm Patrick, Vice President of Advisors Plus
Topic: Legislation/regulation (either in-play or proposed) that could impact payments this year
Troy Stang – President and CEO of GoWest Credit Union Association
Topic: How to conduct effective advocacy in a divided congress
Mark Sievewright, President/CEO of Sievewright & Associates
Topic: Update on new MergerMAP service and highlights from Mark's CUNA CEO Council breakout session on FinTech
Jim Nussle, CUNA President/CEO
Topic: 2023 CUNA GAC, advocacy efforts, 2023 outlook, etc.
Seth Brickman, President of QCash Financial, Jack Antonini, President/CEO of NACUSO, and Mary Beth Spuck, President/CEO of Resource One Credit Union
Topic: QCash/Importance of CUSOs
Carrie Stapp, Vice President, Integrated Marketing and Commercialization, Co-op Solutions
Topic: “Update on Co-op’s Member and Credit Union Market Research”
Elissa McCarter LaBorde, President/CEO of World Council of Credit Unions
Topic: One year into WOCCU leadership, WOCCU's emerging themes, and the priorities the organization sees for the global credit union movement
Amanda Emery, Trellance Product Manager
Topic: Empathy in Data/Data Management
Steve Kass, Trellance Chief Services Officer
Topic: Need for Tech Staffing for Credit Union Industry
Rob Hoyle, CIO at Vantage West Credit Union
Topic: Digital brands with Nymbus
Tom Davis, Trellance President/CEO
Topic: Trellance – End to End Tech Partner for Credit Unions (Analytics, Talent, Cloud)
Todd Harper, NCUA Chairman
Topic: Remote workers can become members of credit union
Community Financial Credit Union President/CEO Tansley Stearns and outgoing Baord Member Ron Meteyer
Topic: Seamless transition between CEOs and outgoing/incoming Board Members
Community Financial Credit Union President/CEO Tansley Stearns, Board Chair Don Bain, and Board Member Mark Riegal
Topic: Keys to effective Board/CEO governance policies
Ronny Chapman, SVP Technology, CMFG Fintech Solutions
Topic: Credit Union System as a Service
Dean Michaels, Chief Strategy Officer, Co-op Solutions
Topic: “Co-op’s New Strategic Provider Program”
Nick Coleman, Director, National Strategic Partnerships for Children's Miracle Network Hospitals, and Paul Dione, Research Director at Filene Research Institute
Topic: Credit Unions for Kids update and GAC activities
Rhian Horgan, Founder/CEO of Silvur
Topic: Reitrement planning challenges, Social Security reform, and Women's History Month for March
Josh Sledge, Senior Director, Incubation at Filene
Topic: The REE Incubator cohort, soon-to-be announced new wave of i3ers, The Lab testing and more
Mark Alguard, President, Director of Client Strategy at Momentum
Topic: How about bringing environmental sustainability into the branch?
Ronny Chapman, SVP Technology, CMFG Fintech Solutions and Sarah Martin, CEO at Pulsate
Topic: CUNA Mutual Group/Pulsate partnership
Gerry Singleton, VP of Credit Union System Relations at CUNA Mutual Group
Topic: CUNA Mutual Group’s Credit Union system advocacy and support efforts
Landon Glenn, Founder/CEO of ASA, and Lisa Gold Schier, Chief Strategy Officer at ASA
Topic: Difference between embedded finance and embedded fintech and what CUs should know/consider
Daniel Czerniawski, CEO of Actors Federal Credit Union
Topic: Nymbus
Doug Brown, President of NCR Digital Banking, and Ron Belle, President/CEO of AmeriCU
Topic: AmeriCU's recent digital transformation, including how they’ve leveraged APIs to enhance the member experience
Todd Clark, Chief Executive Officer, Co-op Solutions
Topic: “Update on Co-op Solutions”
Ashish Garg, Founder/CEO of Eltropy
Topic: Driving growth through seamless digital conversations and in-branch experiences.
Ami Iceman, Chief Research and Digital Experience Officer at MSU Federal Credit Union
Topic: Building engaging digital only brands from the ground up with Nymbus and sustaining them for the future
Ken Burns, EVP Sales and Business Development at Origence
Topic: Origence’s arc MX helps credit unions build stronger relationships with their members
Tony Boutelle, President/CEO at Origence, and Aleks Boegeski, Vice President Of Strategic Alliances at Origence
Topic: Recapping today’s breakout session: The Changing Landscape of Indirect Origination and Credit Union Implications
Brit Barker, Senior Vice President Of Sales at Origence
Topic; What Origence’s arc OS is doing to help credit unions stay ahead of the curve in 2023
Bill Handel, Chief Economist for Raddon
Topic: Inflation and rising interest rates for a topic, how credit unions are handling these trends/issues
Wednesday, March 1
Lena Giakoumopoulos, Director at the Global Women's Leadership Network
Topic: GWLN in 2023, Sister Societies, scholarships, 2023 WCUC and Executive Readiness Summit
Caroline Willard, President/CEO at the Cornerstone Credit Union League
Topic: GAC takeaways, what's new at Cornerstone League, etc.
Yolanda D. McGill, Vice President, Policy and Government Affairs at Zest AI
Topic: Credit Unions are Embracing Financial Technology to Advance Efficiency and Inclusion
Erin O'Hern, Vice President of Strategic Initiatives with ViClarity
Topic: The confluence of compliance and DEI/financial inclusion strategies
April Clobes, Michigan State University Federal Credit Union President/CEO
Topic: 2 new niche brands that MSUFCU has launched (Collegiate and AlumniFi) Nymbus
Barb Lowman, President of CUNA Strategic Services
Topic: CU System Digitization Working Group and give some updates on CSS
Filene's Cortney Arnold and the Crashers!
Topic: 2023 GAC experience
Include: DAY/TIME/PERSON/TOPIC
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