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WEBINAR...
InvestiFi presents:
Unlocking Digital Investing: Serving the Next Generation of Investors Wednesday, January 21, 2026 | 10:30 a.m. (PST)/1:30 p.m. (EST) Credit unions are at a crossroads: how do you effectively serve investors who don’t meet traditional wealth management thresholds? These members, if left underserved, may turn to platforms like Robinhood for their investing needs, taking their deposits with them. In this CU Broadcast webinar, our experts will explore how digital investing solutions can create a more inclusive, engaging experience for all members—while positioning your credit union as a leader in the evolving financial landscape. What You'll Learn:
Don’t miss out on the chance to position your institution as a forward-thinking leader in attracting and serving the next generation of investors. Register today! Speakers:
Albert Kang, Chief Revenue Officer at InvestiFi
Albert joined InvestiFi as a seasoned veteran in the credit union space with over 10 years experience. He was the Vice President of Deposits and Business Relations at CapEd Credit Union where he was responsible for the strategic planning of the deposits portfolio and applicable revenue streams. In his nearly a decade of experience at CapEd, he oversaw Treasury Management, Consumer Deposits Operations, Quality Assurance and Wealth Management. He also served as a member of CapEd Credit Union’s Asset and Liability Management Committee which was responsible for effective balance sheet management to mitigate risks, optimize profitability and achieve strategic objectives for the credit union. Prior to CapEd, he was AVP, Treasury Management for Zions Bank where he optimized revenue generation within assigned portfolios. Recognized as an Idaho Business Review’s “Accomplished 40 Under 40″ and “Excellence in Finance.” He also holds the designation of Certified Credit Union Financial Counselor (CCUFC) from America's Credit Unions. Albert is dedicated to leverage his expertise to foster economic empowerment and advance financial wellness in our communities. Jim Henmueller, CEO of Illiana Financial Credit Union Jim is a seasoned credit union executive with more than 41 years of experience in the industry. He has served as CEO of Illiana Financial Credit Union for the past 16 years. Prior to joining Illiana Financial, Jim spent 20 years as CEO at two Michigan-based credit unions as President/CEO of Chief Financial FCU, Pontiac, Mich., and CEO of International UAW Federal Credit Union in Detroit. Jim is a graduate of Central Michigan University and brings decades of leadership experience, industry insight, and a deep understanding of credit union operations to every initiative he supports. Hollie Britton, Director of Project Management of Frankenmuth Credit Union Hollie brings nearly two decades of extensive experience within FCU, having navigated through various roles, from her initial position as a teller to the role of Vice President of Lending. Presently, she excels in her role as the Director of Project Management. Hollie's expertise is crucial as she researches and implements new products and services aimed at improving and expanding FCU's offerings, with a particular emphasis on seamless integrations into the core processing system. Her tenure and diverse experience within the credit union uniquely position her to lead with insight and a deep understanding of the needs and processes of the financial cooperative. Anita Stefanovsky, Marketing Director at Frankenmuth Credit Union Anita Stefanovsky has served as the Marketing Director at Frankenmuth Credit Union (FCU) for the past decade, spearheading transformative initiatives that have shaped the institution’s digital presence and communication strategies. Anita is in charge of leading web development, member communications, and AI engineering for FCU's chatbot, Carl. She has also developed and designed FCU’s company-wide intranet, EARL, and earned the MCUL Innovation Award and 2023 Credit Union Rock Star of the Year honor. |
Brought to you by...
InvestiFi, Inc. is the only WealthTech platform designed to allow for investing directly from checking accounts, enabling Credit Unions and Community Banks to retain more assets and attract new members. Through its exclusive funds flow and user-friendly interface, InvestiFi empowers every Credit Union and Community Bank to provide their account holders with the ability to navigate the complexities of financial markets with ease from within their current online banking experience.
At the heart of InvestiFi's mission is the goal of democratizing investing and supporting community financial institutions, ensuring that wealth-building opportunities are accessible to everyone. |
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