Speaker Bio's
 
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KEYNOTE – Fostering Intrapreneurship and a Culture of Innovation

Kevin Harrington, Chairman and Founder of As Seen On TV, Inc.
Washington Speakers Bureau, Alexandria, VA
 

Kevin HarringtonKevin, chairman and founder of As Seen On TV, Inc., is widely acknowledged as a pioneer and principal architect of the infomercial industry. In 1984, Kevin produced one of the industry's first 30-minute infomercials. Since then, he has been involved with over 500 product launches that resulted in sales of over $4 billion worldwide with 20 products that reached individual sales of over $100 million.

Kevin founded Quantum International, Ltd. in the mid-1980s, which merged into National Media Corporation in 1991. Under his leadership as President, National Media reached $500 million in annual sales, distributing in over 100 countries and 20 languages. This company's success has been chronicled in a case study at Harvard/MIT for over a decade. Kevin was also CEO of several other entrepreneurial companies including HSN Direct, a joint venture with Home Shopping Network, in 1994 and Reliant International Media in 1997. Reliant International Media was sold in 2007.

In 2011, Kevin's company As Seen On TV, Inc. acquired the web property AsSeenonTV.com. AsSeenOnTV.com represents a highly trafficked catalog of direct response products with over two million customers, 700,000 email registrants and hundreds of thousands of unique visitors each month.

 
Throughout his career, Kevin helped to establish two of the most important and recognized global networking associations: the Entrepreneur's Organization, or EO (formally known as the Young Entrepreneurs' Organization) and the Electronic Retailing Association, or ERA. Today, the EO has 113 chapters in 38 countries. The ERA represents the $125 billion electronic retailing industry and is comprised of over 450 member companies and subsidiaries that use the power of electronic retailing to sell directly to consumers via television, radio, Internet and wireless media in over 100 countries worldwide.
 
Due to his extensive resume, Kevin was selected as an investor "Shark" on the ABC television series Shark Tank produced by Mark Burnett. The show gives budding entrepreneurs the chance to pitch their products to a panel of acclaimed judges in hopes of turning their ideas into a successful business reality. He has a book entitled "Act Now: How I Turn Ideas into Million-Dollar Products" that chronicles his life and experiences in the DRTV industry.

KEYNOTE – Embrace the Shake: Transforming Limitations

Phil Hansen
, Multimedia artist, Speaker, Author and Innovator
Washington Speakers Bureau, Alexandria, VA
 

Phil HansenReferred to by his fans as "the Artist for the People," Phil is an internationally recognized multimedia artist, speaker, author and innovator—at the forefront of bringing art to a wider audience. Crashing irreverently through conventional boundaries, he works at the intersection of traditional art, electronic media, offbeat materials, and interactive experiences. He is most widely known for his meta-art, videos that document the creation process (sometimes even through destruction), showing millions that art is action, not just result. Phil’s work also extends deeply into traditional media with features on the Discovery Channel, Good Morning America, The Rachael Ray Show, Last Call with Carson Daly, Glamour and many more. His work is sought-after by many influential clients including the Grammy Awards, Disney, Skype, Mazda and the Rockefeller Foundation.

 
His inspirational story was first shared on the TED stage to a standing ovation, and then shared around the world including on PBS, BBC and CCTV. Now, Hansen's ability to draw parallels to the business setting has won him followers among industry and business leaders, leading to invitations to speak at the TED2013 conference, Adobe MAX Creativity Conference, World Summit of Nobel Peace Laureates, and the Million Dollar Round Table. "Phil's message of self-reinvention and the power of transforming adversity into opportunity is one that translates well across audiences regardless of the industry. His message inspires, motivates and re-energizes the creative spirit in us all."- Ford Motor Company
 
At the request of some of his speaking clients, Hansen has designed a unique art experience beyond the talk. Companies who are seeking an unforgettable interactive experience for their audience are absolutely stunned by its originality, value and effect. "A number of years ago at our sales meeting we had a very expensive performance painter present. I can say that the impact of Phil's talk with the fingerprint art project provided much more impact and value. Being able to connect all employees to a single work of art is absolutely incredible."- Bethany Quam, General Mills President, Convenience & Foodservice Division.

Besides speaking and doing art, Phil is an advocate for advancing art education. He's the author of Tattoo a Banana, a guide to exploring creativity through art with everyday materials. And he's the founder of Goodbye-Art Academy, providing high quality and free art education videos to teachers and students everywhere.

EMCEE

Patrick Adams, CEO
St. Louis Community CU, St. Louis, MO
 

Patrick AdamsPatrick loves to have fun. Credit unions long ago stopped being a vocation and became an avocation. Based on your mood, Patrick can either be motivating or aggravating. He provokes thought and makes you think extra hard about those issues that should be on a credit union’s radar screen. Patrick has devoted 39 years to the credit union movement and has worked for St. Louis Community CU for the past 29 years. Patrick was appointed president of St. Louis Community CU in January, 2008.
 
Patrick has never met a paradigm he wouldn’t like to change. He has spoken to audiences all over the world and helps them to question the “because-we’ve-always-done-it-that-way” mentality and develop real-world solutions. He emphasizes the importance of embracing continuous change, and challenges audiences to accept and adapt to the “next generation” …no matter how painful the process.

John Best, Founder/CEO
BIG: Best Innovation Group, Colorado Springs, CO
 

John BestJohn is a thought leader and “outside the box” innovator recognized throughout the FinTech arena, with a particular affinity for credit unions. BIG focuses on industry-wide code sharing and API prototype development. John and his teammates at BIG, in partnership with CUNA and the Mountain West Credit Union Association, launched the CULedger network, a groundbreaking collaborative initiative harnessing the power of distributed ledger (blockchain) technology for the benefit of the credit union movement. Prior to going BIG, John spent over a decade at Wescom Credit Union and Wescom Resources Group, serving as chief technology officer and senior vice president.

 

 


Bryn Conway, Principal
BC Consulting, LLC, Myersville, MD
 

Bryn C. ConwayBryn has over 15 years of experience helping credit unions cultivate their brands, develop their leaders and grow. Bryn has served as an executive in credit unions from $100 million to billions in assets and has received industry accolades for her achievements including the Credit Union Times Trailblazer 40 and Below Award and multiple CUNA Marketing and Business Development Council Diamond Awards for brand development, retail merchandising and corporate communications. As Principal of BC Consulting, Bryn has helped numerous clients advance their brands, develop strategic plans, undertake member and market research initiatives, define public and media relations strategies, and help executives lead at a strategic level.

Bryn received her Master of Business Administration from Regis University with an emphasis in Market Strategy. She also holds a Bachelor of Arts from the University of Wyoming. Bryn is a Credit Union Development Educator (CUDE), Co-Chair of the Global Women’s Leadership Network Washington DC Chapter, Credit Union Cherry Blossom 10-Mile Run Marketing Committee participant, and a member of the American Marketing Association. Bryn has served on the executive committee of the CUNA Marketing and Business Development Council and is a former member of the New England Financial Marketing Association Board of Directors.

Natalie Crain, Director of Media and Marketing Strategy
TruStage at the CUNA Mutual Group, Madison, WI
 

Natalie CrainIn this role she is responsible for leading new media strategies such as Direct Response TV, Paid Search, Display Advertising and Social Media as well as Marketing Strategy for Target Consumers, Integrated Marketing Campaigns and Communications.

Prior to joining CUNA Mutual Group, Crain held positions at REI (Recreational Equipment Inc) and Lands’ End. Her roles ranged from Strategy development thru execution of Marketing Communications, Media, Analytics, Co-Op Loyalty, Co-branded Credit Cards and Direct Mail. Crain has extensive leadership experience in establishing Digital as a core business driver in marketing. She is also experienced in managing in-house media teams as well as leading agency resources to support business objectives. At both REI and Lands’ End she lead the evolution of a more diversified media mix and optimized digital strategies over time as the landscape progressed to continue to grow contribution to the businesses.

John Crilly, Account Director
Brand Innovation Group (Big), Fort Wayne, IN
 

John CrillyWith over 25 years of marketing and branding experience, John has a wealth of marketing experience in the manufacturing, service, and non-profit sectors. He has worked with some of the most recognizable brands in the world. His areas of specialty include brand research, marketing planning and strategy, and campaign management. A frequent facilitator and trainer, John holds an interpersonal and public communication degree from Purdue University.
 
 
 
 
 
 

Amy Davis, Chief Marketing Officer
Red Canoe CU, Longview, WA
 

Amy DavisAmy graduated from the University of Oregon with a BS in Business Administration and Marketing and a minor in Art History. She has been employed at Red Canoe CU for over 14 years and carries over 18 years of marketing and business development experience with credit unions. Amy’s passion for brand development and community giving has been recognized through several national awards, including the Dora Maxwell Social Responsibility Award for their credit union’s Fill the Canoe school supply drive.
 
 
 
 
 

Jeremiah DeGollon, AVP BD
Summit CU, Madison, WI
 

Jeremiah DeGollonJeremiah has been serving the credit union movement for more than 17 years, working in all facets from member services, financial services, branch management, IT, business development and organizational leadership. In his role, he oversees corporate relationships, events & sponsorships, cooperative value, political and legislative advocacy and Summit’s award-winning financial wellness program, CUatWork.

Jeremiah is the founder of Credit Union Business Development Professionals (CUBD Pro’s) and serves as Chairman of the Board for STAR Credit Union, the only youth-chartered credit union in the world.

Jeremiah is a graduate of Edgewood College with a bachelor’s and master’s degree in Business Administration, and is a CUBDP and CUDE.

Mary Delaney, Senior Media Strategist
CUNA Mutual Group, Madison, WI
 

Mary DelaneyMary made her home in financial services for the past 7+ years focused on marketing, media, communications and research. She has always been fascinated by the human mind and our (bizarre) behavior and actions, and a career in marketing has allowed her to delve into the human component, while also expressing her creative and strategic nature.

She built an enterprise VoC program from the ground up, launched a DRTV media program, regularly design message strategy for new products - to name a few. She is a firm believer that communication is MORE than half the battle. She takes pride in her ability to carefully package a cohesive message or recommendation that aligns team players. Never underestimate the power of conscientiousness.
While the insurance realm may not be obviously flashy to many, it’s founded on connecting people with the products and services that are going to help them when they need it most. This is where she finds her inspiration. She will always beg the question – how am I making things better for the consumer?

Priya Dozier, Head of Innovation
PSCU, Saint Petersburg, FL
 

Priya DozierPriya leads the Innovation team at PSCU. With over 15 years of experience enhancing and developing new payment solutions in use by millions of consumers, she looks for ways to simplify the user experience while providing consumers with ubiquity and access to financial services. Priya’s experience includes working with the financial services industry’s leading e-commerce, risk management, and digital solution providers to challenge the status quo while identifying opportunities to shape the future of the industry. She strategically monitors the payment space to spot opportunities on behalf of PSCU’s credit union members that will generate sustainable competitive advantages in their solutions, services, and/or business models. Priya and her team evaluate emerging technology solutions for multi-channel authentication, commerce in the Internet of Things, and fighting fraud.

Priya received an MBA from the University of South Florida and a bachelor’s degree in management information systems from Florida State University. She is certified in Pragmatic Marketing, has been an adjunct professor at St. Petersburg College, and is a business mentor at Northeast High School’s Academy of Finance program. Priya is currently pursuing her doctorate degree with an emphasis on understanding drivers and barriers of innovation in the financial services industry from the University of South Florida.

Kimberli Green, CUBDP, BD Manager
American First CU, Ogden, UT
 

Kimberli GreenKimberli started her Credit Union career in 1998 and has served in many positions over the years. Her knowledge and experience help her to lead a dynamic team with the goal of bringing growth to the organization. Kimberli was raised with the Credit Union philosophy of “People helping People.” She is passionate about making a difference in people's lives, and works hard to generate that same love of service with anyone she meets.
 
Kimberli holds a bachelor’s degree in business management. She is active in the community, currently sitting on the Executive Board for Women in Business with the Ogden/Weber Chamber, Partners in Education for Ogden/Weber Chamber, Board of Trustee's for the Elizabeth Stewart Treehouse Museum and Board Member of the Boys/Girls Club of Weber/Davis of Utah.

Chris Hall, Customer Development Head
Onovative, Louisville, KY
 

Chris HallChris leads the digital marketing and customer development efforts at Onovative, a company that believes banks and credit unions deserve software that is simple to use. With a love for the Internet and a background in software development project management, Chris develops "doing more with less" processes that have helped small marketing teams in Fortune 100, Non-Profit and Startup environments achieve triple digit growth with little to no budget.





 

Lamar Heyward, Innovation Strategist
Local Government FCU, Raleigh, NC
 

Lamar HeywardLamar Heyward has more than 20 years of experience in design, marketing, innovation, and strategy; including managing teams of journalism and digital design professionals. Most recently, he gained industry notoriety as an Innovation Strategist for his work with Filene’s renowned i3 (Ideas, Innovation, Implementation) program. A veteran of the United States Air Force, Mr. Heyward earned his BA in Communications with an emphasis on digital media from North Carolina State University.





 

Joseph Jentgen, VP Marketing
Partners 1st FCU, Fort Watne, IN
 

Joseph JentgenFor 20+ years Joseph has been a student of brand behavior among the target audiences. He has had the pleasure to impression though marketing, advertising and design. No day is the same, whether it be B2B, B2C, trade shows, retail or the financial industry... He can only hope to inspire as much as he is inspired.

Currently back in the financial sector at Partners 1st FCU in Fort Wayne, Indiana as Vice President of Marketing. Joseph is enjoying the daily challenges, limitations, yet innovation through flexibility and ideas while implementing the branding, marketing and advertising for our wonderful $270+ million, SEG-based Credit Union with 21 branches spread across 7 states. Awesomely large footprint, itty bitty budget.

Steve Langley, SVP Member Services/Chief Retail Officer
Schools Financial CU, Sacramento, CA
 

Steve LangleySteve has been part of the credit union movement for over 24 years. He currently holds the position as Senior Vice President/Chief Retail Officer for Schools Financial Credit Union in Sacramento California where he is responsible for the oversight of all retail business to include Branches, Call Centers, Special Services, Operations Support, Investment and Insurance Services, Facilities and Member Services Support. In this capacity he is responsible for the daily operations as well as the strategic direction for growing all lines of business.

Steve is a dynamic public speaker who frequently speaks at industry conferences and workshops. Steve enjoys sharing his philosophy of providing ‘extraordinary service while at the same time building strong sales cultures’ throughout the credit union movement.

Steve is the former Chair of the CUNA Operations, Sales and Service Executive Committee and a member of the CUNA Executive Council and the Emerging Issue Committee Chair. He has a bachelor’s degree in education from Southern Illinois University and a Master of Arts degree in organizational leadership and human resources from Chapman University. Steve is also a 2003 honors graduate from the Western CUNA Management School and has served on the faculty of Chapman University.

Dallas Lawrence, Chief Communications Officer
Rubicon Project, Calabasas, CA
 

Dallas LawrenceDallas is one the most recognized crisis counselors in the business today. He currently serves as the chief communications officer for Rubicon Project, one of the fastest growing technology companies in the world. Previously Dallas led the global communications teams for the Fortune 500 toy maker Mattel, served as the chief global digital strategist for Burson-Marsteller, and was senior vice president for the crisis communications firm Levick.

From 2003 to 2007 Dallas served as a member of President Bush’s communications team and as spokesperson for the Coalition Provisional Authority in Baghdad, Iraq.

His work has been recognized with the top honors for online campaign of the year; digital public affairs program of the year and crisis communications program of the year. In 2011 he was named the “Crisis Manager of the Year” by PR News for his reputation management work following the nuclear disaster in Fukushima, Japan.
Dallas was previously a commissioned officer in the Navy and serves as an adjunct instructor at the University of Southern California where he has taught the master’s course in crisis communication. He earned his BA from UC Berkeley and his MA from The Johns Hopkins University.

Lana Kaupert, Transformation Strategist
DBSI, Chandler, AZ
 

Lana has16 years of experience creating and implementing effective programs in the Financial Institution Sector. She is a skilled consultant in listening, leadership, project management, and strategy execution. She’s had ten years of experience working at a financial institution, managed a transformation process for over 25 branch transformation projects and has technology expertise in retail banking.

Douglas Kiker, Chief Communications Officer
Credit Union National Association, Washington, DC
 

Douglas KikerDouglas leads all of the association’s external and internal communications functions and is responsible for the development and implementation of strategies that increase awareness of and support for credit unions and CUNA’s advocacy objectives.

Douglas has extensive experience in strategic communications with nearly two decades in journalism and corporate communications.

Douglas previous served as managing director at Kekst and Company, a leading New York-based strategic corporate communications firm. Kiker served clients in a wide range of diverse situations requiring strategic communications counsel. His assignments included communications during complex legislative and regulatory challenges, crisis management, media and investor relations and stakeholder communications during transactions, bankruptcies and restructurings, and other situations. Prior to Kekst, Douglas worked for a decade as a journalist for CBS News’ 60 Minutes, The Associated Press and Fox News Channel.

Douglas graduated from The University of Virginia in 1997, and The Medill School of Journalism at Northwestern University in 2001. His hometown is Washington, D.C.

Sam Mallikarjunan, Principal Marketing Strategy
HubSpot, Cambridge, MA
 

Sam MallikarjunanSam is the former head of growth at HubSpot Labs, the somewhat-secret experimental arm of the world's #1 Sales & Marketing platform. Sam teaches Advanced Digital Marketing at the Harvard Division of Continuing Education and is the co-author of the book "How to Sell Better than Amazon" (which, thanks to the publisher, is ironically available for purchase on Amazon)."






 

James Marshall, Manager, The Cooperative Trust
Filene Research Institute, Madison, WI
 

James MarshallThe Cooperative Trust is a community of young people who work in credit unions and cooperatives founded by Filene, with over 1100 members worldwide. James focuses on bringing sustainability and longevity of the Trust as well as increasing its profile as it moves into the next stages of development. James' other area of focus at Filene is young adult research. Looking at the challenges that face credit unions when it comes to young adults as members, volunteers and employees.
 
Before joining Filene and the Trust, James was the head of marketing at Plane Saver Credit Union in London, one of the largest credit unions in the UK. Working on a variety of projects, in his 4 years at Plane Saver James helped grow membership by 25%, whilst completely rebranding the organization and implementing a new strategic direction.
James holds a bachelor’s degree, with honors from St. Mary's College of the University of Surrey.

Chris Miller, VP Communications & Branding
Chesterfield FCU, Chesterfield, VA
 

Chris has been in the credit union industry for over 10 years. He has served as president of the Richmond Chapter of Credit Union and Chairman of the Marketing & Business Development Council of Virginia.

Laura Miller, Marketing Manager
cPort FCU, Portland, ME
 

Laura MillerLaura has been marketing for cPort Credit Union since 2011 after a brief stint as cPort’s executive assistant. Together with her marketing coordinator, Laura oversees cPort’s branding and community involvement, and she also serves as project manager of cPort’s eBanking team. Before working at cPort, Laura was membership manager for GrowSmart Maine, a small non-profit promoting sustainable economic development for the state. A graduate of the University of Vermont with a BA in Environmental Studies, Laura also serves on the board of the Portland Chamber Music Festival.




 

Karalee Misner, BD Manager
Land of Lincoln CU, Decatur, IL

 

Karalee works as a one-woman BD department and member of a 3-person marketing team. She received her Bachelor’s in Public Relations from Illinois State University and is a CUNA Certified Credit Union Financial Counselor. She was named one of the Business Journal of Central Illinois’s 20 Under 40 people making a difference in our community and was awarded the 2015 High Achiever Leadership employee of the year by Land of Lincoln Credit Union. She serves on several local Boards and Committees and is married with three daughters.

Royce Ngiam, AVP Marketing
Partners FCU, Burbank, CA
 

Royce NgiamTreat everything you do with passion and you blur the lines between work and fun, between life and living. As an award winning graphic designer who has generated billions of dollars in deposits, billions of dollars in loans, and 100,000's of new members and customers, Royce has successfully demonstrated the ability to balance creative aesthetics with functional business objectives to reinforce and build a brand promise. Royce considers himself privileged to work with the best and the brightest at the largest entertainment company in the world.
 
With 19 years of experience in banking/credit unions and an MBA with an emphasis in marketing (although a closer look at his transcript would suggest an emphasis in finance) from the University of California, Riverside in 2001, Royce has a desire to combine his proven business track record along with his passion for learning by working with likeminded credit union professionals. His responsibilities include driving creative development and strategies that embrace multiple platforms to engage and activate the credit union’s TWDC cast member, employee, and imagineer audience through innovative solutions that are quantifiable, repeatable, and sustainable across all channels, over a dynamic and evolving consumer landscape.

Mia Perez, CAO
Louisiana FCU, La Place, LA
 

Mia PerezMia oversees marketing, business development, human resources and training. She has spent most of her 20-year career in the marketing and BD discipline developing and evaluating award-winning campaigns that produced solid and quantifiable results. Mia has worked to build a performance-focused organization through the development of a corporate scorecard measuring key performance metrics of the credit union. As a result, loan traffic increased over 132% with membership and loan growth surpassing national industry averages year after year. In her current role, Mia implemented Net Promoter Score methodologies and worked to develop service standards with a focus on the member experience. Mia’s latest work includes launching a culture evaluation project that works to create material programs that support the credit union’s core values and cultural drivers.
 
Mia currently serves as vice chair of the CUNA Marketing & Business Development Council Executive Committee, Chair of the Council’s Conference Committee and past chair of the Member Resources Committee. In 2016, she was named as a Woman to Watch by the Credit Union Times and as a Credit Union Rock Star by Credit Union Magazine. Mia is a graduate of CUNA Marketing Management School and received her bachelor degree in public relations with a minor in advertising from Tulane University.

Andy Reed, President/CEO
Texas People FCU, Ft. Worth, TX
 

Andy ReedAndy has served fourteen years as a leader in the credit union movement holding positions such as operations and leadership trainer, loan officer, branch manager, manager of business development and chief executive officer. Andy earned the CUNA Credit Union Business Development Professional designation (CUBDP) with the inaugural class of 2014 and was named the CUNA Business Development Professional of the Year in 2013. Andy holds a Master of Business Administration degree from LeTourneau University and is the Chair of the CUNA Marketing and Business Development Council. He also currently serves on his local Fort Worth Chapter of Credit Unions Board of Directors. Andy became the President and CEO of $22.1M Texas People FCU in January 2015, helping the credit union return to profitability during his first year of tenure.
 
 

Hillary A. Reed, Chief Strategy Officer
Empower Strategic Solutions, Yardley, PA
 

Hilary ReedHilary Reed, founder of Empower Strategic Solutions, is an innovative thought-leader who has been involved in various aspects of strategic sales and marketing for 15 years. Prior to founding Empower Strategic Solutions, Hilary served as Chief Relationship Officer/Senior Vice President of Marketing for a Credit Union in the Philadelphia region for over a decade. She was instrumental in helping the organization gain reputation as an innovator and early adapter of social media, strategic marketing, digital advertising, brand positioning, and other non-traditional marketing techniques.

Hilary also served on the CUNA Marketing & Business Development Council Executive Committee from 2011-2015. In 2015, she was honored for her leadership and commitment to the field of marketing and business development by receiving the Marketing Professional of the Year Award from the Credit Union National Association.

Thriving on helping companies achieve success in the form of organic, strategic growth, Hilary drives organizations and their leaders to embrace change, think big, and implement new strategies by way of innovative thinking.

Steve Rice, Executive Vice President
EverFi, Washington, DC
 

Steve RiceSteve has built a career around the union of technology, education, and finance.
His diverse background includes teaching and serving on school boards, working for innovative technology companies like LivingSocial and AOL, and serving as a tech consultant for Coca-Cola. At EverFi, he combines his savvy tech skills with his experience as an educator to generate financial literacy for learners of all ages.






 

Tiffany Sauder, President
Element Three, Indianapolis, IN
 

Tiffany SauderBusiness first. That’s the tagline of Element Three, an award-winning agency in Indianapolis specializing in brand development, marketing strategy, and creative execution. But it’s also the axiom that fuels E3 President Tiffany Sauder’s own approach to growing an enterprise. When the former financial analyst took the helm of the company in 2006, Sauder was 24. Ten years later, she’s catapulted annual revenues by over 950 percent. From coaching executives through the brand considerations of an acquisition to helping them use marketing and sales technology to track marketing performance, Tiffany understands that success results from an integrated approach to business, brand, marketing, and creativity.
 
Tiffany has been interviewed by the Harvard Business Review and participated in panels hosted by Ad Age and TechPoint. Her agency has been recognized as a three-time Inc. 5000 company and has received top recognition from the American Advertising Federation’s Addy Awards and HubSpot’s Partner Agency program, among others.

Michelle Shelton, Chief Marketing Officer
SCEFCU, Irwindale, CA
 

Michelle SheltonMichelle joined SCE FCU in July 2016 overseeing marketing and brand, business development and community relations. She is excited to be on the West Coast and passionate about the work and partnerships of SCE FCU with their members and communities. Prior to coming to SCE FCU, Michelle was the CMO at Georgia United Credit Union. Her responsibilities included leading and directing the Marketing, Business Development and Staff Development efforts for the $1 billion organization. Michelle also played an instrumental role in strategic planning, product development, member loyalty programs and building community partnerships for the credit union. Prior working in credit unions, Michelle had a 20+ year career with Royal Bank of Canada (RBC), where she held various leadership positions. Starting in the RBC branch network and working her way throughout the organization, her last five years were spent at RBC headquarters where she was responsible for leveraging local markets to build brand and increase customer awareness.

Michelle holds a Master of Business Administration from Dalhousie University in Nova Scotia.

Todd Shickel, VP BD
Elements Financial, Indianapolis, IN
 

Todd ShickelElements Financial is a $1 billion+ credit union, previously known as Eli Lilly Federal Credit Union. Currently, Elements offers membership via 100 companies including Eli Lilly and Company, its largest employee group. Todd possesses 25 years of experience in financial services. Prior to Elements, Todd worked for Allied Solutions, First American Equity Loan Services, and Huntington Bank. He studied Business Communications at Arizona State University. He has also completed nationally recognized sales training programs and currently serves on the Board of Advisors for the Wellness Council of Indiana.



 

Stephanie Sievers, CEO
ANECA FCU, Shreveport, LA
 

Stephanie SieversStephanie is the chief executive officer of the $96 million Aneca Federal Credit Union in Shreveport, LA. She is a CUNA board member and the chair of CUNA’s Small Credit Union Committee. She has a proven success record for strategic planning, financial performance, and innovative strategic marketing. She used these skills as CEO of St. Joseph’s Broadmoor Federal Credit Union to increased asset size by 85% and doubled the size of the field of membership in 4 years. Now, as CEO of ANECA Federal Credit Union, she is in the midst of another dramatic turnaround, increasing ROA by over 200% and the net worth ratio by over 18%. Stephanie is a member of CUNA’s Finance committee and CUNA’s CEO Council Executive Committee. She has achieved numerous awards including Small Business of the Year, Best Places to Work, 40 Under 40 Award for Northwest Louisiana Young Professionals, World Council’s WYCUP and many marketing awards including CUNA’s Cutting Edge Award.

She obtained her Masters of Science in Finance from the University of Miami and her MBA from Louisiana State University in Shreveport.

Joe Sump, Transformation Strategist
DBSI, Chandler, AZ
 

Joe SumpJoe helps financial institutions push the limits to improve their revenue and retail branch strategies, working with some of the largest banks and credit unions in the industry. He has more than two decades of experience in retail banking and banking technology, and has advised hundreds of financial institutions on how to create and implement effective branch transformation programs.





 

Andre Taylor, Thought leader, Author, and Entrepreneur
Taylor Insight Worldwide, LLC., Manhasset, NY
 

Andre TaylorMore than 35 years managing, growing, and advising businesses has led André to one observation; If you’re not focused on becoming a Premiere Business, you’re destined to become ordinary. André advises executives and entrepreneurs committed to building Premiere Businesses, products, services, and experiences of exceptional quality, distinction, and luxury. His insightful and provocative work strengthens business leaders and their teams, helping them acquire the knowledge, winning, leadership, and entrepreneurial skills that make high-performance possible.

André has authored a collection of books, and published dozens of audio and video programs. He’s often appeared as a guest contributor to ABC News Money Matters and other media outlets and has been featured in many print publications including Advertising Age and Entrepreneur Magazine. Motto Magazine called André one of the country’s top business coaches. Crain’s New York Business called him one of NYC's top minority executives and Black Enterprise Magazine named him, Business Innovator of the Year. He writes and speaks extensively at industry conferences, corporate events, colleges, universities, and events in the United States, Europe, and Asia.

Graeme Trayner, VP Brand Communications Practice
Greenberg Quinlan Rosner Research, New York, NY
 

Graeme TraynerGraeme runs the firm's brand and communications practice. Drawing on his background in politics, branding and opinion research, he has developed programs to advance corporate strategies, and helped manage and frame issues including regulation, mergers and acquisitions, foreign direct investment and social responsibility.

Graeme has advised companies globally on how to build and manage reputation, and has worked across sectors including financial and professional services, energy and utilities, consumer industries, healthcare and telecoms. Prior to joining GQR, he was a partner in the London office of Brunswick Group, the international financial communications consultancy.

 


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