Patti Bani Patti Bani
Chief Culture Officer
Capital Credit Union
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.
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.
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.
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.
Jasiel Legon Jasiel Legon
SVP, Chief Talent (HR) Office
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.
Todd Marksberry Todd Marksberry
President & CEO
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.
Tracy Maylett Tracy Maylett
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.
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.
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.
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.
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.
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.