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2025 Credit union wealthtech connect

CUbroadcast Studio Lounge interviews at
Credit Union WealthTech Connect
Nashville, TN, September 21-23, 2025
 ...

Our CUbroadcast Studio Lounge headed to Nashville, TN, September 21-23, 2025, for Credit Union WealthTech Connect. Once there, we interviewed the Summit's expert presenters, credit union attendees, exhibitor partners, as well as other industry innovators, game changers, and our mighty fine host and sponsor Credit Union WealthTech Connect and TAPP Engine.
Credit Unions for Kids
Give back...
​A give-back tradition we started a few years ago: 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 and the kids win, too!


Studio Lounge sponsors..
tapp engine

Studio Lounge interview schedule...

Monday, September 22
Gwyneth Borden, Founder & CEO at Remynt
Topic: "Clearing the Path to Build Financial Wellness" (session)
Crissi Cole, Founder & CEO at Penny Finance
Topic: WealthTech/Fintechs working together to hit all the Wealth life planning milestones
Mart Vos, CEO at Eko
Topic: "The Investment Journey of a Gen-Z and Millennials" (session)
Kotchi Prosper, Director of Investment and Retirement Services at Affinity Plus Federal Credit Union
Topic: "Observations and Opportunities to Better Serve Broader Member Segments" (session)
Jide Akindele, Founder/CEO, and CGO of Afripie Technology
Topic: How Credit Unions Can Maximize Opportunities in Remittance
Tanya Van Court, Founder & CEO at Goalsetter
Topic: "Beyond Banking:  Empowering Credit Unions to Lead in Financial Health" (session)

Tuesday, September 23
Mark Guglielmo, President at TAPP Engine Securities
Topic: Inaugural Credit Union WealthTech Connect takeaways
Scott Daukas, Principal at One Washington Financial, and Martin Walker, Principal at Curql
Topic: Stablecoins' Imminent Impact on Credit Unions
Shirley Senn, Chief Community Development and Impact Officer at New Orleans Firemen's Federal Credit Union
Topic: Evolution of Credit Union Wealth Management
Rhian Horgan, Founder & CEO at Silvur
Topic: "Start with the Member Journey: Building Your WealthTech Ecosystem" (session)
Russell Price, Chief Economist at Ameriprise Financial
Topic: "Navigating the Current Market & Investment Climate" (session)
Todd Wascom, Vice President of Sales at Carefull
Topic: Mission to help protect 55+ customers from the latest fraud and scams, while driving wallet consolidation and cultivating the next generation of customers and members
Josh Fadel, Managing Director, DFWM | Investment Executive, RJFS at Desert Financial Wealth Management
Topic: "Observations and Opportunities to Better Serve Broader Member Segments" and "The WealthTech Playbook:  Strategies that Deliver Results" (2 sessions)

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