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Patti Bani Patti Bani

Chief Culture Officer

Capital Credit Union

Green Bay

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.

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Michael Barata Michael Barata

Master Trainer

CultureRx

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.

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Leigh Brady Leigh Brady

Chief HR and Communication Officer

North Carolina State Employees’ Credit Union

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. 

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Nathan Brock Nathan Brock

LincOne

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. 

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Julie Cosgrove Julie Cosgrove

Chief Talent Officer

Affinity Plus Federal Credit Union

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. 

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Nolan Godfrey Nolan Godfrey

Regional Director & Executive Consultant

Stewart Leadership

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

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Michelle Grabicki Michelle Grabicki

CEO & Founder

Luminous Leadership Group

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

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Lisa Huguet Lisa Huguet

Chief Financial Officer

Capital Credit Union

Green Bay, WI

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.  

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Sharon Gregerson Sharon Gregerson

Training Solutions Specialist

Royal Credit Union

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

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Erin Im Erin Im

Head of Learning & Development and the Chief Learning Officer

Financial Partners Credit Union

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

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Tracy Jackson Tracy Jackson

CEO

HR E-Z

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

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Jasiel Legon Jasiel Legon

SVP, Chief Talent (HR) Office

GTE Financial

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.

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Tessa Maki Tessa Maki

Training Solutions Specialist

Royal Credit Union

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

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Todd Marksberry Todd Marksberry

President & CEO

Canvas

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. 

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Sarita Maybin Sarita Maybin

Motivational speaker

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. 

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Tracy Maylett Tracy Maylett

CEO

DecisionWise

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.

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Sean Morrison Sean Morrison

Vice President of Human Resources

Mountain America Credit Union

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. 

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Linda Nedelcoff Linda Nedelcoff

Executive Vice President, Chief Strategy and Human Resources Officer

CUNA Mutual Group

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. 

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Scott Pollak Scott Pollak

People Analytics Partner

PwC

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. 

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Jennifer Pratt Jennifer Pratt

Instructional Designer

Association for Talent Development

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

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Paul Robert Paul Robert

Chief Executive Officer

FI Strategies, LLC

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. 

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Debbie Schorzman Debbie Schorzman

Human Resources Manager

Verity Credit Union

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. 

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Charley Shasky Charley Shasky

Manager of the Organizational Effectiveness

Honor Credit Union

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

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Trent Savage Trent Savage

Chief Human Resources Officer

Mountain America Credit Union

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

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Mark Sievewright Mark Sievewright

CEO & Founder

Sievewright & Associates

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. 

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Tansley Stearns Tansley Stearns

Chief People & Strategy Officer

Canvas Credit Union

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.

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Beth Wilkins Beth Wilkins

Managing Partner

Foresight Collaborative

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

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Aaron Zandy Aaron Zandy

Partner

FordHarrison

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. 

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