CUbroadcast Studio Lounge interviews at
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Studio Lounge interview schedule...
Underground Collision: What Makes You Want to CUSS?
Steve Bone, President/CEO at Member Access Processing (MAP), Andrea Rusnak, Chief Strategy Officer and MAP, and Bryn Conway, Chief Marketing Offcier at MAP
Topic: Importance of Collaboration and Tech Services for Smaller Credit Unions
Anshul Verma, Head of Partnerships North America at Mambu
Topic: Open Banking As a Partnership Opportunity for Credit Unions
Tyler Valentine, President/CEO at StagePoint Federal Credit Union
Topic: Challenging the Status Quo and Encouraging Action Over Tradition
Vince Passione, Founder/CEO at LendKey
Topic: Engaging Younger Generations with Efficient Lending
Erin Allen, Vice President of Insurance Marketing & Distribution at Franklin Madison, and Stephen King, Senior Operations Manager at Franklin Madison
Topic: Why Franklin Madison Execs Talking 'Bollocks, Nonsense, and Rubbish'
Leigh Brady, President/CEO at State Employees Credit Union, and Shruti Miyashiro, President/CEO at Digital Federal Credit Union
Topic: Brady and Miyashiro Share Today's Leadership Practices and Good/Bad Industry Trends
Pablo DeFilippi, Executive Vice President at Inclusiv
Topic: Exploring Financial Inclusion, Community Support, and Clean Energy
Erin Levine, Founder/CEO and Certified Family Law Specialist at Hello Divorce
Topic: 'Hello Divorce' Launches to Help Navigate Finances During Divorce
Origence Lending Services President Brian Hamilton
Topic: Credit Unions 'Going, Going, Gone'
HerMoney CEO/Co-founder Jean Chatzky and "Opportunity Knocks" Executive Producer Jamie Strayer
Topic: How 'Opportunity Knocks' Changes Financial Lives
Strategic Advisory Solutions' Principal Brandi Stankovic
Topic: Setting the Stage for Credit Union Shared Services
Members Trust Company Executive Vice President, Chief Administrative Officer, and General Counsel Neil Archibald
Topic: Exploring the Future of Credit Unions
Sunday March 2
Sonya Watkins, Director of Recruiting at Humanidei; Jaime Marks, Director of Recruiting at Humanidei; and Carl Clark, Director of Recruiting at Humanidei
Topic: Executive recruiting trends for credit unions today
Mickey Goldwasser, VP of Partnerships at OMNICOMMANDER
Topic: Importance of treating your website as your digital branch
Renée Sattiewhite, President/CEO at AACUC; Ty Muse, President/CEO at Visions Federal Credit Union; Bill Cheney, President/CEO at SchoolsFirst Federal Credit Union
Topic: AACUC Future Fund
Erin O'Hern - International Advocacy and Regulatory Counsel at World Council of Credit Unions; Paul Andrews - Vice President of International Advocacy at World Council of Credit Unions
Topic: Impact of dismantling USAID on the credit union community
Theresa Benavidez, CEO Emeritus at Corelation; and Rob Landis, President/CEO at Corelation
Topic: Trends in core processing today
Glen Sarvady, Managing Principal 154 Advisors
Topic: The rapidly changing regulatory/economic landscape and the "bingo card" items CU leaders should be monitoring
Todd Spiczenski, Chief Association Services Officer at America's Credit Unions
Topic: 2025 GAC overview
Mike Schenk, Chief Economist, America's Credit Unions
Topics: 1) Economic outlook and/or 2) ACU's Big Data Advocacy and/or 3) Tax Fight & the CU Difference
Craig Money, Chief Member Engagement Officer at NASCUS
Topic: Craig's new role at NASCUS around driving member engagement, as well as speaking on some of the committees and roundtables that NASCUS has for credit union members and their benefits
Mike deVere, CEO of Zest AI
Topic: Generative AI intelligence for Credit Unions
Tracy Lafferty - QCash CEO; and Kristin Roche - QCash VP of Client Success
Topic: The Importance of Meeting Your Members Where They Are
Monday, March 3
Anne Legg, Founder at THRIVE
Topic: Topic - Getting your credit union future-ready TODAY -- How to turn data into a strategic asset, Enhancing member experiences with AI and automation, Building an actionable roadmap for success. To learn more here is the Future-Read Guide info.
Mike Reuter, President at Worldwide Foundation for Credit Unions; Alisa Stetsyshyn, Marketing, Communications, and Grant Management Consultant
Topic: Worldwide Foundation for Credit Unions update
Paul Sheets, EVP, Customer Success & Services at Glia
Topic: “Reimagining Member Experiences: How Credit Unions Can Move with Purpose in an AI-Enriched World”
Mark Sievewright, Founder & CEO at Sievewright & Associates (an SRM Company); and Peter Duffy, M&A Lead at SRM
Topic: Credit Union Merger Trends -- and Peter Duffy announcement
Jon Jeffreys, President & CEO at Callahan & Associates
Topic: Jon's new book -- "Callahan's Strategic Growth Framework: Redefine Your Business Model to Fuel Long-Term Success"
Jay Johnson, Chief Collaboration Officer, and Erin Coleman, AVP Professional Services at Callahan & Associates
Topic: Amplifying Leadership: Strategies for Scaling Success
Kyle Hauptman, NCUA Board Chairman
Topic: Immediate- and long-term goals in new leadership position at NCUA, thoughts on AI, cybersecurity efforts, appointing Sarah Bang Chief of Staff, possible cuts to NCUA, etc.
John Murphy, Account Executive, Arkalytics @Arkatechture
Topic: Industry trend of being overwhelmed with data and underwhelmed with insights. How to transform disparate data into a scalable data foundation
Tony Dunham, Chief Revenue & Marketing Officer at ASAPP Financial Technology
Topic: Introducing an omnichannel experience platform to the US credit union market
Tom Pierce, SVP, Chief Marketing & Communications Officer at Velera
Topic: 2025 VeleraLIVE preview
Tony Boutelle, President/CEO at Origence
Topic: State of Origence, FI Connect, GAC activities, LendingTech LIVE, and more
Jim Nussle, President/CEO at America's Credit Unions
Topic: GAC overview, Don’t Tax My Credit Union, and other credit union advocacy priorities
Beverly Anderson, President/CEO at BECU
Topic: Insights from the conference so far, including from her panel at the Underground Collision, and key industry opportunities
Corrin Maier, Vice President, Lending Segment Leader at TruStage
Topic: The benefit of loan insurance products for credit unions and how technology is evolving the process
Kian Sarreshteh, Founder and CEO, InvestiFi
Topic: Credit Unions + Crypto: how Credit Unions can help their members make informed decisions about crypto and bring members back to the institution at the same time.
Nicole Reyes, VP, Risk Engagement at Velera
Topic: Consumer Engaged Fraud
Samantha Paxson, Founder & Lead Investor at Power & Light Collaborative and EY
Nikhil Lele, Partner/Principal, EY
Topic: New growth strategy research releasing for credit unions
Dawn Goldbacher, VP, Head of Insurance Service Sales, Franklin Madison
Topic: Partnership benefiting credit unions
3:00 - 5:00 -- Set up and prep for Red Carpet coverage of The Foundation Dinner Presenting the Herb Wegner Memorial Awards
5:00 -- 7:00 ...
CUbroadcast Red Carpet Coverage of (LIVE on our LinkedIn page) ...
The Foundation Dinner Presenting the Herb Wegner Memorial Awards
Guests include (hosts and winners):
Tuesday, March 4
Sarah Stevenson, VP Regulatory Affairs at NASCUS
Topic: NASCUS Regulatory Affairs - what we're working on regarding BSA/AML, NCUA, and other initiatives
Patty Corkery, President/CEO at Michigan Credit Union League, and Caroline Willard, President/CEO at Cornerstone Credit Union League
Topic: Credit union house modernization project, league activities in DC, taxation, and more
Norm Patrick, VP, Advisors Plus Consulting at Velera
Topic: Advisors Plus and regulatory updates
Shirley Senn, Shirley Senn, Chief Community Development and Impact Officer at New Orleans Firemen's Federal Credit Union
Topic: How credit unions are using fintech combined with trauma informed counseling to provide financial freedom to domestic violence and human trafficking survivors
Brian Hamilton, President at Origence Lending Services
Topic: Origence Lending Services
Jessica Jarman, Vice President at D. Hilton Associates, Brian Kidwell, Executive Vice President at D. Hilton Associates
Topic: Pros and cons of promoting in-house talent to executive roles
Anthony Demangone, Chief Membership and Engagement Officer at America's Credit Unions
Topic: GAC overview, tax fight, and more
Asha Connors, Chief Services Officer at Trellance
Topic: The announcement of ProBridge
Kyle Stutzman, CEO & CoFounder; Masako Long, VP of Sales; David Whitcomb, VP of Products & Platforms at Janusea
Topic: Fintech Use Case Trends: How Core Integration Accelerates Deposit Growth and Powers Credit Union Initiatives
Shane Butcher, CRO/COO Cloud at Trellance
Topic: The announcement of Optiri
PURE IT Founder/CEO Jack Smith
Topic: Executive as a Service to enhance a credit union's project management services
Elissa McCarter LaBorde, President/CEO at WOCCU
Topic: Strategic importance of the USAID-funded financial inclusion projects WOCCU implements through credit unions in eight countries
Nathan Turner, Senior Account Executive at AvidXchange
Topic: Breaking the Paper Chain: Building A Case to Automate AP for Member-Focused Success
Mike Kraus, Principal at TruStage Ventures
Topic: Fintechs role in helping credit unions grow
Mitch Rutledge, CEO, Vertice AI
Topic: How AI-Powered Intelligence is Revolutionizing Member Acquisition and Engagement for Credit Unions
Marcell King, Chief Commercial Officer at Tyfone
Topic: Investment in Incent, youth banking initiative, and more
Payfinia General Manager Keith Riddle and Metallicus Director of Blockchain for Institutions & Fintechs Frank Mazza
Topic: Partnership with Metallicus, GAC activities, fintech outlook for 2025
Becky Reed, COO at BankSocial, and John Wingate, Founder/CEO at BankSocial
Topic: "We've got a New Attitude" The new Federal Administration has a different attitude about digital assets, one that will bring the banks into the space now quicker than ever. Plus the new NCUA Chairman has been quite outspoken about it and innovation in credit unions in general. Does this mean credit unions should go all in on crypto?
Jennifer Wagner, GoWest Credit Union Association
Topic: GoWest Credit Union Association update
Paolo Teotino, Chief Product Officer at Trellance
Topic: The announcement of Rise Analytics
Tom Davis, President/CEO at Trellance
Topic: The announcement of Trellance Cooperative Holdings, Inc.
Thomas Belekevich, Director of Member Services at the World Council of Credit Unions
Topic: Global perspectives on the power of collaborative models
Bill Handel, Chief Economist, VP, Research, Credit Union Solutions • Next Generation Solutions, Fiserv, Inc.
Topic: Economic outlook for the US and how it pertains to credit unions and their members
Darlene Dumont, Director, Organizational Development Services at DDJ Myers
Topic: How Lean Problem-Solving has integrated with AI, data analytics, and automation to improve the member's experience and staff satisfaction
Austin J. Wentzlaff, Co-Founder & CEO at Nook, and Tiffany Niederwerfer, Chief Strategy Officer (now President) at Nook
Topic: Nook Announces Expanded Leadership and Marketing Strategy & Execution Services
Teachers FCU’s President/CEO Brad Calhoun, CTO Suresh Renganathan, and Corridor Platforms CEO Manish Gupta
Topic: Partnership they have established to help Teachers with its nationwide initiative to strengthen its decisioning capabilities
Samantha Beeler, President, The League of Credit Unions and Affiliates
Topic: New league name, taxation threat, White House meetings, small business lending, and more
First Tech’s VP of Corporate & Government Engagement Chylon Pappas and Chief People and Administrative Officer, Monique Little
Topic: First Tech’s CSR work and the 25th anniversary of the CU4Kids NW Classic
Nick Coleman, Director of Credit Unions for Kids; and John Bratsakis, President/CEO of MD|DC Credit Union Association and Chair of CU4Kids Advisory Board
Topic: CU4Kids’ success in 2024, what CU4Kids is working on in the future, and recap a recent CU4Kids Advisory Board meeting
Mike de Vere, CEO at Zest AI, and Esther Kahng, Head of Policy at Zest AI
Topic: Work Zest is doing to engage with policymakers and regulators to ensure innovation advances hand-in-hand with consumer protection and market stability, ultimately, building a more inclusive and resilient financial system that works for everyone
Wednesday, March 5
Elizabeth Eurgubian, Partner at Atlas Advocacy
Topic: A look at NCUA processes and procedures
Eleni (Lena) Giakoumopoulos, GWLN Director, World Council / Worldwide Foundation for Credit Unions
Topic: GWLN in 2025 and beyond
Tansley Stearns, President/CEO at Community Financial Credit Union, and Bill Cheney, President/CEO at SchoolsFirst Federal Credit Union
Topic: Launch of PR Credit Union Coalition called "Backbone"
Tony Hernandez, President/CEO at DCUC
Topic: DCUC Hosts Successful Defense Matters 2025
Sarah Martin, CEO of Pulsate
Topic: Harnessing intent data to understand what consumers are actively interested in; Using first-party data and geolocation to create hyper-personalized experiences; Converting micro-engagements into loyalty and growth; and Competing with disruptors like SoFi by being present in consumers’ moments of need.
Carrie Hunt, Chief Advocacy Officer at America's Credit Unions
Topic: Don’t Tax My Credit Union Campaign and America’s Credit Unions Advocacy Priorities
Ankit Maharaj Singh, Senior Vice President, Strategic Growth at QuinteFT
Topic: Elevating Member Satisfaction in the Digital Age: Harnessing Automated Technology & Advanced Service Desk Solutions
Katie Averill, Superintendent of IA CU Division; and Amy Hunter, Director of CUs at WA DFI
Topic: NASCUS's Regulator Chair and Regulator Vice Chair will share their perspectives of the state of their state systems and share work being done thru NASCUS to support regulators and credit unions.
Miriam Ackerman, interim President/CEO at NACUSO
Topic: NACUSO update -- organization status, projects in the works, Reimagine Conference, and more
2025 Crasher Mentors
Topic: 2025 GAC takeaways, future career plans, Crasher mentor experience
Underground Collision: What Makes You Want to CUSS?
Steve Bone, President/CEO at Member Access Processing (MAP), Andrea Rusnak, Chief Strategy Officer and MAP, and Bryn Conway, Chief Marketing Offcier at MAP
Topic: Importance of Collaboration and Tech Services for Smaller Credit Unions
Anshul Verma, Head of Partnerships North America at Mambu
Topic: Open Banking As a Partnership Opportunity for Credit Unions
Tyler Valentine, President/CEO at StagePoint Federal Credit Union
Topic: Challenging the Status Quo and Encouraging Action Over Tradition
Vince Passione, Founder/CEO at LendKey
Topic: Engaging Younger Generations with Efficient Lending
Erin Allen, Vice President of Insurance Marketing & Distribution at Franklin Madison, and Stephen King, Senior Operations Manager at Franklin Madison
Topic: Why Franklin Madison Execs Talking 'Bollocks, Nonsense, and Rubbish'
Leigh Brady, President/CEO at State Employees Credit Union, and Shruti Miyashiro, President/CEO at Digital Federal Credit Union
Topic: Brady and Miyashiro Share Today's Leadership Practices and Good/Bad Industry Trends
Pablo DeFilippi, Executive Vice President at Inclusiv
Topic: Exploring Financial Inclusion, Community Support, and Clean Energy
Erin Levine, Founder/CEO and Certified Family Law Specialist at Hello Divorce
Topic: 'Hello Divorce' Launches to Help Navigate Finances During Divorce
Origence Lending Services President Brian Hamilton
Topic: Credit Unions 'Going, Going, Gone'
HerMoney CEO/Co-founder Jean Chatzky and "Opportunity Knocks" Executive Producer Jamie Strayer
Topic: How 'Opportunity Knocks' Changes Financial Lives
Strategic Advisory Solutions' Principal Brandi Stankovic
Topic: Setting the Stage for Credit Union Shared Services
Members Trust Company Executive Vice President, Chief Administrative Officer, and General Counsel Neil Archibald
Topic: Exploring the Future of Credit Unions
Sunday March 2
Sonya Watkins, Director of Recruiting at Humanidei; Jaime Marks, Director of Recruiting at Humanidei; and Carl Clark, Director of Recruiting at Humanidei
Topic: Executive recruiting trends for credit unions today
Mickey Goldwasser, VP of Partnerships at OMNICOMMANDER
Topic: Importance of treating your website as your digital branch
Renée Sattiewhite, President/CEO at AACUC; Ty Muse, President/CEO at Visions Federal Credit Union; Bill Cheney, President/CEO at SchoolsFirst Federal Credit Union
Topic: AACUC Future Fund
Erin O'Hern - International Advocacy and Regulatory Counsel at World Council of Credit Unions; Paul Andrews - Vice President of International Advocacy at World Council of Credit Unions
Topic: Impact of dismantling USAID on the credit union community
Theresa Benavidez, CEO Emeritus at Corelation; and Rob Landis, President/CEO at Corelation
Topic: Trends in core processing today
Glen Sarvady, Managing Principal 154 Advisors
Topic: The rapidly changing regulatory/economic landscape and the "bingo card" items CU leaders should be monitoring
Todd Spiczenski, Chief Association Services Officer at America's Credit Unions
Topic: 2025 GAC overview
Mike Schenk, Chief Economist, America's Credit Unions
Topics: 1) Economic outlook and/or 2) ACU's Big Data Advocacy and/or 3) Tax Fight & the CU Difference
Craig Money, Chief Member Engagement Officer at NASCUS
Topic: Craig's new role at NASCUS around driving member engagement, as well as speaking on some of the committees and roundtables that NASCUS has for credit union members and their benefits
Mike deVere, CEO of Zest AI
Topic: Generative AI intelligence for Credit Unions
Tracy Lafferty - QCash CEO; and Kristin Roche - QCash VP of Client Success
Topic: The Importance of Meeting Your Members Where They Are
Monday, March 3
Anne Legg, Founder at THRIVE
Topic: Topic - Getting your credit union future-ready TODAY -- How to turn data into a strategic asset, Enhancing member experiences with AI and automation, Building an actionable roadmap for success. To learn more here is the Future-Read Guide info.
Mike Reuter, President at Worldwide Foundation for Credit Unions; Alisa Stetsyshyn, Marketing, Communications, and Grant Management Consultant
Topic: Worldwide Foundation for Credit Unions update
Paul Sheets, EVP, Customer Success & Services at Glia
Topic: “Reimagining Member Experiences: How Credit Unions Can Move with Purpose in an AI-Enriched World”
Mark Sievewright, Founder & CEO at Sievewright & Associates (an SRM Company); and Peter Duffy, M&A Lead at SRM
Topic: Credit Union Merger Trends -- and Peter Duffy announcement
Jon Jeffreys, President & CEO at Callahan & Associates
Topic: Jon's new book -- "Callahan's Strategic Growth Framework: Redefine Your Business Model to Fuel Long-Term Success"
Jay Johnson, Chief Collaboration Officer, and Erin Coleman, AVP Professional Services at Callahan & Associates
Topic: Amplifying Leadership: Strategies for Scaling Success
Kyle Hauptman, NCUA Board Chairman
Topic: Immediate- and long-term goals in new leadership position at NCUA, thoughts on AI, cybersecurity efforts, appointing Sarah Bang Chief of Staff, possible cuts to NCUA, etc.
John Murphy, Account Executive, Arkalytics @Arkatechture
Topic: Industry trend of being overwhelmed with data and underwhelmed with insights. How to transform disparate data into a scalable data foundation
Tony Dunham, Chief Revenue & Marketing Officer at ASAPP Financial Technology
Topic: Introducing an omnichannel experience platform to the US credit union market
Tom Pierce, SVP, Chief Marketing & Communications Officer at Velera
Topic: 2025 VeleraLIVE preview
Tony Boutelle, President/CEO at Origence
Topic: State of Origence, FI Connect, GAC activities, LendingTech LIVE, and more
Jim Nussle, President/CEO at America's Credit Unions
Topic: GAC overview, Don’t Tax My Credit Union, and other credit union advocacy priorities
Beverly Anderson, President/CEO at BECU
Topic: Insights from the conference so far, including from her panel at the Underground Collision, and key industry opportunities
Corrin Maier, Vice President, Lending Segment Leader at TruStage
Topic: The benefit of loan insurance products for credit unions and how technology is evolving the process
Kian Sarreshteh, Founder and CEO, InvestiFi
Topic: Credit Unions + Crypto: how Credit Unions can help their members make informed decisions about crypto and bring members back to the institution at the same time.
Nicole Reyes, VP, Risk Engagement at Velera
Topic: Consumer Engaged Fraud
Samantha Paxson, Founder & Lead Investor at Power & Light Collaborative and EY
Nikhil Lele, Partner/Principal, EY
Topic: New growth strategy research releasing for credit unions
Dawn Goldbacher, VP, Head of Insurance Service Sales, Franklin Madison
Topic: Partnership benefiting credit unions
3:00 - 5:00 -- Set up and prep for Red Carpet coverage of The Foundation Dinner Presenting the Herb Wegner Memorial Awards
5:00 -- 7:00 ...
CUbroadcast Red Carpet Coverage of (LIVE on our LinkedIn page) ...
The Foundation Dinner Presenting the Herb Wegner Memorial Awards
Guests include (hosts and winners):
- Teri M. Robinson, CEO at Ironworkers USA Federal Credit Union
- Michael Valentine, President/CEO at BCU
- Deborah A. Wege, Cooperative Community Advocate at BECU
- Maine Credit Unions’ Campaign for Ending Hunger
Tuesday, March 4
Sarah Stevenson, VP Regulatory Affairs at NASCUS
Topic: NASCUS Regulatory Affairs - what we're working on regarding BSA/AML, NCUA, and other initiatives
Patty Corkery, President/CEO at Michigan Credit Union League, and Caroline Willard, President/CEO at Cornerstone Credit Union League
Topic: Credit union house modernization project, league activities in DC, taxation, and more
Norm Patrick, VP, Advisors Plus Consulting at Velera
Topic: Advisors Plus and regulatory updates
Shirley Senn, Shirley Senn, Chief Community Development and Impact Officer at New Orleans Firemen's Federal Credit Union
Topic: How credit unions are using fintech combined with trauma informed counseling to provide financial freedom to domestic violence and human trafficking survivors
Brian Hamilton, President at Origence Lending Services
Topic: Origence Lending Services
Jessica Jarman, Vice President at D. Hilton Associates, Brian Kidwell, Executive Vice President at D. Hilton Associates
Topic: Pros and cons of promoting in-house talent to executive roles
Anthony Demangone, Chief Membership and Engagement Officer at America's Credit Unions
Topic: GAC overview, tax fight, and more
Asha Connors, Chief Services Officer at Trellance
Topic: The announcement of ProBridge
Kyle Stutzman, CEO & CoFounder; Masako Long, VP of Sales; David Whitcomb, VP of Products & Platforms at Janusea
Topic: Fintech Use Case Trends: How Core Integration Accelerates Deposit Growth and Powers Credit Union Initiatives
Shane Butcher, CRO/COO Cloud at Trellance
Topic: The announcement of Optiri
PURE IT Founder/CEO Jack Smith
Topic: Executive as a Service to enhance a credit union's project management services
Elissa McCarter LaBorde, President/CEO at WOCCU
Topic: Strategic importance of the USAID-funded financial inclusion projects WOCCU implements through credit unions in eight countries
Nathan Turner, Senior Account Executive at AvidXchange
Topic: Breaking the Paper Chain: Building A Case to Automate AP for Member-Focused Success
Mike Kraus, Principal at TruStage Ventures
Topic: Fintechs role in helping credit unions grow
Mitch Rutledge, CEO, Vertice AI
Topic: How AI-Powered Intelligence is Revolutionizing Member Acquisition and Engagement for Credit Unions
Marcell King, Chief Commercial Officer at Tyfone
Topic: Investment in Incent, youth banking initiative, and more
Payfinia General Manager Keith Riddle and Metallicus Director of Blockchain for Institutions & Fintechs Frank Mazza
Topic: Partnership with Metallicus, GAC activities, fintech outlook for 2025
Becky Reed, COO at BankSocial, and John Wingate, Founder/CEO at BankSocial
Topic: "We've got a New Attitude" The new Federal Administration has a different attitude about digital assets, one that will bring the banks into the space now quicker than ever. Plus the new NCUA Chairman has been quite outspoken about it and innovation in credit unions in general. Does this mean credit unions should go all in on crypto?
Jennifer Wagner, GoWest Credit Union Association
Topic: GoWest Credit Union Association update
Paolo Teotino, Chief Product Officer at Trellance
Topic: The announcement of Rise Analytics
Tom Davis, President/CEO at Trellance
Topic: The announcement of Trellance Cooperative Holdings, Inc.
Thomas Belekevich, Director of Member Services at the World Council of Credit Unions
Topic: Global perspectives on the power of collaborative models
Bill Handel, Chief Economist, VP, Research, Credit Union Solutions • Next Generation Solutions, Fiserv, Inc.
Topic: Economic outlook for the US and how it pertains to credit unions and their members
Darlene Dumont, Director, Organizational Development Services at DDJ Myers
Topic: How Lean Problem-Solving has integrated with AI, data analytics, and automation to improve the member's experience and staff satisfaction
Austin J. Wentzlaff, Co-Founder & CEO at Nook, and Tiffany Niederwerfer, Chief Strategy Officer (now President) at Nook
Topic: Nook Announces Expanded Leadership and Marketing Strategy & Execution Services
Teachers FCU’s President/CEO Brad Calhoun, CTO Suresh Renganathan, and Corridor Platforms CEO Manish Gupta
Topic: Partnership they have established to help Teachers with its nationwide initiative to strengthen its decisioning capabilities
Samantha Beeler, President, The League of Credit Unions and Affiliates
Topic: New league name, taxation threat, White House meetings, small business lending, and more
First Tech’s VP of Corporate & Government Engagement Chylon Pappas and Chief People and Administrative Officer, Monique Little
Topic: First Tech’s CSR work and the 25th anniversary of the CU4Kids NW Classic
Nick Coleman, Director of Credit Unions for Kids; and John Bratsakis, President/CEO of MD|DC Credit Union Association and Chair of CU4Kids Advisory Board
Topic: CU4Kids’ success in 2024, what CU4Kids is working on in the future, and recap a recent CU4Kids Advisory Board meeting
Mike de Vere, CEO at Zest AI, and Esther Kahng, Head of Policy at Zest AI
Topic: Work Zest is doing to engage with policymakers and regulators to ensure innovation advances hand-in-hand with consumer protection and market stability, ultimately, building a more inclusive and resilient financial system that works for everyone
Wednesday, March 5
Elizabeth Eurgubian, Partner at Atlas Advocacy
Topic: A look at NCUA processes and procedures
Eleni (Lena) Giakoumopoulos, GWLN Director, World Council / Worldwide Foundation for Credit Unions
Topic: GWLN in 2025 and beyond
Tansley Stearns, President/CEO at Community Financial Credit Union, and Bill Cheney, President/CEO at SchoolsFirst Federal Credit Union
Topic: Launch of PR Credit Union Coalition called "Backbone"
Tony Hernandez, President/CEO at DCUC
Topic: DCUC Hosts Successful Defense Matters 2025
Sarah Martin, CEO of Pulsate
Topic: Harnessing intent data to understand what consumers are actively interested in; Using first-party data and geolocation to create hyper-personalized experiences; Converting micro-engagements into loyalty and growth; and Competing with disruptors like SoFi by being present in consumers’ moments of need.
Carrie Hunt, Chief Advocacy Officer at America's Credit Unions
Topic: Don’t Tax My Credit Union Campaign and America’s Credit Unions Advocacy Priorities
Ankit Maharaj Singh, Senior Vice President, Strategic Growth at QuinteFT
Topic: Elevating Member Satisfaction in the Digital Age: Harnessing Automated Technology & Advanced Service Desk Solutions
Katie Averill, Superintendent of IA CU Division; and Amy Hunter, Director of CUs at WA DFI
Topic: NASCUS's Regulator Chair and Regulator Vice Chair will share their perspectives of the state of their state systems and share work being done thru NASCUS to support regulators and credit unions.
Miriam Ackerman, interim President/CEO at NACUSO
Topic: NACUSO update -- organization status, projects in the works, Reimagine Conference, and more
2025 Crasher Mentors
Topic: 2025 GAC takeaways, future career plans, Crasher mentor experience
