Speakers

Patti has worked in the financial industry for the past 34 years with 22 years of that time with Capital Credit Union in Green Bay, WI. She has held positions in both the Accounting and Human Resources areas.

To his core, Michael Barata is a social change enthusiast. He has established himself as a master trainer, respected college psychology professor, dynamic public speaker, and inspiring writer.

Leigh has worked with North Carolina State Employees’ Credit Union for more than 30 years. She is Chief HR and Communication Officer and oversees human resources, member and employee education, and member communications. 

Nathan is very fortunate to have found a passion for working in Human Resources. He believes a holistic approach to human resources is required to make a meaningful and sustainable impact. 

Julie Cosgrove is the Chief Talent Officer at Affinity Plus Federal Credit Union. In this capacity, she oversees the HR functions focusing on the attraction, development, retention, and engagement of employees. 

Nolan Godfrey is a Regional Director & Executive Consultant with Stewart Leadership, a human capital consulting firm. 

Michelle is CEO and founder of Luminous Leadership Group, a consulting company designed to illuminate the human potential within an organization. 

Over her 30 years with the credit union, she has held numerous positions in member service, back office support, training, information technology and analytics before landing in the accounting world.  

Sharon Gregerson is a Training Solutions Specialist for Royal Credit Union, a WI-based credit union with $2.8 billion in assets. 

Erin Im is the Head of Learning & Development and the Chief Learning Officer for Financial Partners Credit Union.

Tracy Jackson is a seasoned executive business leader and CEO of HR consulting firm HR E-Z, Inc. 

Jasiel Legon joined GTE Financial as SVP, Chief Talent (HR) Officer in August 2016. Jasiel has more than 25 years of experience in financial services, and began his career with Barnett Bank in Tampa, Florida.

Tessa Maki is a Training Solutions Specialist with 17 years of service at WI-based Royal Credit Union.

With more than 25 years of executive experience, Todd has a vision to transform financial services. His strategic leadership, drive, and focus on culture nurture high-performance teams who exude passion and purpose. 

Sarita Maybin is an international speaker, communication expert and author whose audiences have fun learning how to stay positive, constructively confront tough communication situations and work together better. 

Tracy Maylett, Ed.D., SPHR, SHRM-SCP, is the CEO of DecisionWise, which for over two decades has advised organizations in more than seventy countries on employee experience and engagement, workplace culture, leadership, and organizational development.

Brandon is known for transforming legacy institutions into purpose-driven and technologically advanced powerhouses that capture the hearts and minds of members and citizens. 

After receiving his MBA from BYU, he worked for two of the most well-respected companies in the world. His experience at P&G and PepsiCo solidified in him what great HR looks and feels like and gave him his first taste of executive leadership. He now works for his church and then Mountain America Credit Union. 

Linda Nedelcoff is the Executive Vice President, Chief Strategy and Human Resources Officer for CUNA Mutual Group, a insurance and financial services company headquartered in Madison, Wis. 

Scott brings zeal and curiosity to his work in People Analytics, where he has helped PwC and its clients to trail blaze new territories in metrics, dashboards, workforce planning, multivariate models and surveys. 

Jenn Pratt is a multi-talented Instructional Designer with over 20 years of experience designing and developing diverse training curriculum. 

Paul is the Chief Executive Officer for FI Strategies, LLC, a private consulting firm that works primarily with financial institutions to set their strategic focus, maximize their efficiency, and create optimal member and employee experiences. 

Debbie Schorzman is the Human Resources Manager at Verity Credit Union. She joined the credit union in 2017 after many years leading teams, training, recruiting, and human resources management in the grocery/retail industry. 

As the manager of the Organizational Effectiveness at Honor Credit Union, Charley has the honor of building the talent and shaping the culture. 

Trent Savage has over 20 Years of progressive HR and global experience with industry leading companies. 

With more than 30 years of financial services experience, Mark is a highly respected industry thought-leader and a renowned public speaker who has held senior leadership positions at HSBC, MasterCard International, Payment Systems Inc. 

Tansley joined Canvas in April 2018 and has spent every moment since amplifying the credit union’s ability to transform lives with her innovative marketing, brand, communications, and strategy efforts.

For the past 20 years, Beth has been helping individuals and organizations see and move toward their potential. 

Aaron Zandy is a Board-Certified Specialist in Labor and Employment Law who represents employers and management in all areas of traditional labor and employment law.