Skip to main content
Promotion: Promotional Banner Image

CUNA is now America’s Credit Unions.
A stronger voice to advance the credit union industry.

Learn More
Page Banner Image

Marketing & Business Development Council Conference


Keynote Speakers

Speaker Image

Laurie Maddalena MBA, CSP, CPCC Laurie Maddalena MBA, CSP, CPCC

Professional Speaker & Leadership Consultant

Envision Excellence

Laurie Maddalena is CEO of Envision Excellence, a leadership consulting firm that provides programs for managers and executives.

Laurie is a member of the National Speakers Association (NSA), and is a Certified Speaking Professional (CSP), a designation earned by less than 15% of speakers worldwide. She is a contributing author to the international best-selling books, Women Who Empower and Women Who Shine. Prior to establishing her own coaching and consulting business, Laurie served as Vice President of Human Resources/Organizational Development at Montgomery County Teachers Federal Credit Union (MCT). Under Laurie’s leadership, MCT was awarded the “Excellent Place to Work” designation by the Maryland Work~Life Alliance for seven years in a row. Laurie earned an MBA and a Master of Science degree in human resources/organizational development from The University of Maryland Global Campus. She earned a bachelor’s degree in speech communication from Syracuse University. 

View Bio
Speaker Image

Kate O’Neill Kate O’Neill

Professional Global Keynote Speaker & CEO

KO IInsights: Solving Human Problems at Scale

Kate O’Neill’s expertise in data-based business models, integrated experience strategy, and human-centric digital transformation comes from more than 20 years of experience and entrepreneurship leading innovations across technology, marketing, and operations in category-defining companies. She was one of the first 100 employees at Netflix, where she created the first content management role and helped implement innovative dynamic e-commerce practices that became industry standard.

In her keynote speeches Kate advocates for the future of humanity in an increasingly tech-driven world. Her insights help corporate and cultural leaders re-think how to succeed long-term by taking a human-centric approach to digital transformation and readiness for the future.

Author of 4 books including her latest, Tech Humanist, Kate's insights and expertise have been featured in WIRED, USA Today, and many other outlets, and she has appeared as an expert commentator on BBC, NPR, Marketplace, NBC, and a wide variety of other national and international news media. A vocal and visible advocate for women in technology, entrepreneurship, and leadership, she was featured by Google in the launch of their global campaign for women in entrepreneurship. 

View Bio
Speaker Image

Jon Taffer Jon Taffer

Strategic Advisor

Taffer Dynamics

Jon Taffer is the entertainer, the entrepreneur, the strategic advisor, the thought leader that transforms industries. Utilizing his four decades of unprecedented industry experience, Taffer guides companies through remodeling, reprogramming, and restarting their business models to embrace the future. He has consulted for well- known brands, as the NFL Network, Ritz- Carlton Hotels, Buffalo Wild Wings, and Anheuser- Bush to name a few. Taffer also rebuilds the lives of failing bar owners in his hit series Bar Rescue on Paramount Network. Taffer is a master of powerful presentations that rescues businesses from themselves to propel them towards success.

View Bio


Speaker Image

Conor Cunneen Conor Cunneen



Chicago, IL

Conor Cunneen is IrishmanSpeaks. Conor’s mission as a keynote speaker, consultant and MC is to Improve People, Performance & Productivity – with a Smile! This Chicago-based Irishman is a former VP Marketing who has worked in senior marketing and sales roles in Ireland, UK & USA on brands as diverse as Heineken, Hellmann’s, Lipton, Ben & Jerry’s (yummy) Knorr. A multiple author – including two books on Mark Twain, Conor uses the humor that won Chicago Humorous Speaker of the Year to leave his audience with a smile on the face, a spring in the step and memorable actionable takeaways.

As an immigrant, he is a proud recipient of the Presidents Gold Medal for Volunteer Service for the work he does with the unemployed. He is a Fellow of the Marketing Institute of Ireland. Our MC likes to play Metallica loud. His wife does not like him to play Metallica loud.

View Bio

General Speakers

Speaker Image

Stephen Adams Stephen Adams

​​Chief Marketing Officer

​​Pillar Credit Union​

Marion, OH

​​Stephen is an accomplished entrepreneur with extensive experience in leadership, strategy, marketing, and sales development. His faith guides him as a God-fearing man, and his adventurous spirit shines through his love for the outdoors. Stephen's approach is thoughtful and profound, focusing on helping others achieve financial well-being through innovative technologies.  
Sales and Marketing foundation with over a decade of experience supporting medium-sized businesses, he maintains the curiosity of a student combined with the passion of a teacher, continually expanding his knowledge and skills while empowering others. Experienced in financial industries of hedge funds, commercial loans, blockchain, and wealth management.​ 

View Bio
Speaker Image

Komal Ahmed Komal Ahmed

Director of Strategic Alliances and Engagement


Komal Ahmed is a passionate advocate for the credit union movement and its core principle of "People Helping People”. He has over 21 years of experience in Financial Services, his career has spanned various financial services sectors, including Consumer Finance, Community and Business Banking, and Credit Union Lending. He ultimately discovered that his passion aligned best with the credit union industry and has been an essential member of the Kinecta Leadership team for the last 8 years. In his current role, he is responsible for overseeing Strategic Alliances, SEG’s, Business Development and Engagement as the Director of Strategic Alliances and Engagement at Kinecta FCU, the nation’s 35th largest credit union. Komal is an active member of the Credit Union National Association's Marketing & Business Development Council and serves on the conference committee. Komal attended California State University Fullerton, where he studied Business Administration and Management. He is currently pursuing a CCUE designation from CUNA Management School at the University of Wisconsin and is expected to graduate in 2024. Komal has also attained the Credit Union Certified Business Development Professional (CUBDP) designation from CUNA Marketing & Business Development Certification School.

View Bio
Speaker Image

Ben Bauer Ben Bauer

Executive Director

​​Exclamation Services​

Marshfield, WI

Ben is the Executive Director at Exclamation Services, a creative marketing agency and Credit Union Service Organization (CUSO) that is wholly owned by Simplicity Credit Union. Ben and his team lead the marketing and public relations efforts at Simplicity CU as well as several external Credit Union and non-Credit Union clients. Ben and his wife Katie love to spend as much time possible with their two children and in their spare time enjoying Wisconsin in the great outdoors, biking, running, hiking and camping. Ben is an active member of Rotary and strives daily to live by the motto of “Service above Self”.

View Bio
Speaker Image

Tomer Borenstein Tomer Borenstein

Co-Founder & CTO


​​Pittsburg, PA​

​​Tomer Borenstein has significantly expanded BlastPoint by developing AI technology for highly regulated industries. His leadership fostered partnerships, extending the technology's reach that currently serves over 20% of the United States. He has been named a Business Times’ “30 under 30,” has authored numerous articles, and speaks regularly at conferences on the benefits of AI and machine learning for customer engagement and business growth. His previous work in the startup space includes an exit to Apple. Tomer holds a Bachelor’s degree in Electrical and Computer Engineering and a Master’s in Machine Learning and Computer Vision from Carnegie Mellon University.​

View Bio
Speaker Image

Dustin Brackett Dustin Brackett

CEO and Founder, Author

​​HIVE Strategy and HIVE Hub and author of Market Like A Human​

​​Dustin is the CEO and Founder of HIVE Strategy and HIVE Hub and author of Market Like A Human. He is focused on educating audiences on the power of incorporating humanity into their marketing campaigns in order to establish trust, develop relationships, and build authority.

As an agency owner of 10+ years, Dustin has seen the marketing landscape transition into a quantity over quality and automation over effort approach. Dustin believes that in order to win moving forward, brands must embrace their humanity and engage with prospects, leads, and customers in a human-centric way.​

View Bio
Speaker Image

Vanessa Coria Vanessa Coria

VP Communications

Chartway Credit Union

Virginia Beach, VA

After spending nearly 20 years as a journalist, Vanessa transitioned her broadcast communication skills and broad, multi-platform media experience into the public relations realm. She now serves as vice president of communications for Chartway Credit Union. She manages the strategic approach to all internal and external communications, ensuring Chartway’s core value of serving People First. Always. is at the focus of all credit union communications.

Before joining Chartway in July 2023, Vanessa was director of public relations at Meridian Group. As the director, Vanessa helped foster positive brand recognition and developed strategies to generate publicity for clients, all while growing relationships with contacts and managing the public relations team.

Vanessa prides herself on community involvement. She is currently a member of the non-profit FBI Norfolk Citizens Academy Alumni Association and serves as a board member for 31Heroes, a military charity. She also donates her time with the Chartway Promise Foundation. 

View Bio
Speaker Image

Sam Das Sam Das

Managing Director


Madison, WI

Sam Das is Managing Director of TruStage Ventures, the venture capital arm of TruStage. Since joining, Das has focused on sourcing, investing and advising early-stage fintech and insurtech startups. Das is also the Vice President of Corporate Development at TruStage, evaluating and executing a broad range of strategic transactions for the organization. Das joined TruStage in 2017.

Prior to joining TruStage, Das was the founder and CEO of a fintech startup and served as an investment banker at firms including Houlihan Lokey and Fox-Pitt, Kelton. He has completed mergers, acquisitions, restructurings and capital raising transactions valued in excess of $10 billion involving companies like Principal Financial, AIG, MasterCard, Security Benefit and Lehman Brothers.

Das graduated from Brown University with a bachelor’s degree in Applied Mathematics.

View Bio
Speaker Image

Tyler Disburg Tyler Disburg

​​Chief Executive Officer​

Pathfinder Federal Credit Union

Casper, WY

​Tyler Disburg is a proven leader in financial services and higher education. Tyler has twenty plus years of credit union experience, including eight years as Chief Executive Officer. His experience ranges from marketing and business development to asset liability management and employee development. Prior to joining the credit union movement, Disburg lobbied for higher education, which led him to political and regulatory roles within the credit union system; including being the only non-CEO on the Montana Credit Union Network’s Government Relations Committee.  
Tyler served the credit union industry as a member of CUNA’s Marketing and Business Development Council Executive Committee. Additionally, Tyler was appointed by Montana’s Governor to lead the Missoula Chapter of Montana Ambassadors, an organization of leaders in business and education committed to economic development.​

View Bio
Speaker Image

Scott Erdmann Scott Erdmann

​​Sr. Director, Partnership Sales​

​​Las Vegas Raiders​

​​Henderson, NV​

​​Boasting over 16 years in professional sports, Scott has a proven track record across diverse teams like the Florida Panthers, Dallas Cowboys, and Las Vegas Raiders. His expertise spans ticket/premium departments and, for the past 11 years, sponsorship, demonstrating a well-rounded understanding of the industry.​

View Bio
Speaker Image

Sara Freeman Sara Freeman

Vice President of Business Development

Truity Credit Union

Sara Freeman is the Vice President of Business Development at Truity Credit Union. For the last 16 years she has specialized in developing connections between corporate partners and the credit union. Most often this is done by bringing valuable resources for professional and personal growth to the employees of select employer groups. Sara is a born collaborator and enjoys creating partnerships, resource pools, coalitions, friendships, clubs, associations, and groups that will inevitably create a better community. She currently has her CUNA Credit Union Business Development Professional Certification and graduated from the National Credit Union Foundations CUDE program in September of 2022.

View Bio
Speaker Image

Greg Gillespie Greg Gillespie



Chicago, IL

​​Since its inception, I have been on a Power BI journey driven by an unwavering passion for transforming enterprise data into actionable insights. Hailing from Teutopolis, Illinois, I take pride in establishing a collaborative hub in 2016 that unites the brightest minds in Data, Analytics, and Planning. Our collective expertise, exceeding 200 years, reflects a dedicated commitment to guiding organizations through their Power BI odyssey. 

Alongside my exceptional team, our mission is to empower organizations by harnessing the full potential of Power BI for impactful decision-making. Partnering with us means accessing a legacy of expertise, innovation, and a genuine commitment to elevate your data analytics journey.​

View Bio
Speaker Image

Andrew Gratzer Andrew Gratzer

Buisness Development Supervisor

iQ Credit Union

Vancouver, WA

​Andrew is from Washington State and has been a member of a credit union since he was born. He received a Bachelor of Science Degree in Interdisciplinary Studies from Central Washington University and then landed a job at a credit union in 2012 and hasn’t looked back. His passion for community, helping others, and service led him to his current role at iQ Credit Union as Business Development Supervisor. Andrew was part of the Accomplished and Under 40 Class of 2018, he graduated from CUNA Business Development School in 2019, he graduated from Leadership Clark County in 2021, he became a Certified Credit Union Financial Counselor in 2023, and today he serves on boards and committees for various non-profits throughout Southwest Washington.​

View Bio
Speaker Image

Sarah Haertl Sarah Haertl

Vice President of Marketing, Business Development and Sales.

Colorado Credit Union

Sarah is a seasoned marketing professional with experience in multiple industries. After spending years in the entertainment industry, Sarah found her way to credit union marketing and has never looked back. As Vice President of Marketing, Business Development and Sales for Colorado Credit Union, Sarah is helping her credit union stand out in a crowded space. She's passionate about all aspects of marketing and appreciates the credit union movement for its altruistic values.

View Bio
Speaker Image

Katelynn Hatch Katelynn Hatch

Director of Brand and Culture

Northern Skies Federal Credit Union

Anchorage, AK

​​Katelynn, a UNCG graduate with a geography degree, ventured from Oak Ridge, NC, to Alaska, where she unexpectedly found her calling in the credit union industry at Northern Skies Federal Credit Union. Rising through the ranks, she now serves as the Director of Brand and Culture, channeling her genuine passion for brand development. Beyond her credit union role, Katelynn works with emerging businesses to consult and help shape their brand identities. Currently pursuing a master's in Executive Leadership at Liberty University, she exemplifies dedication to continuous growth. Katelynn's journey showcases adaptability, a commitment to organizational identity, and a transformative embrace of unexpected opportunities, making her a dynamic force in both the credit union and business consultancy realms.​

View Bio
Speaker Image

Kristen Johnson Kristen Johnson

Director of Product

Direct Federal Credit Union

Needham, MA

​​Kristen believes that creating remarkable member experiences starts with creating extraordinary employee experiences. That's how a lifelong marketer has found herself at the intersection of marketing, branding, employer brand, employee experience, and culture building.  
Kristen has a background in Marketing, has been within the Credit Union industry for almost ten years, and before that spent many years at an advertising agency overseeing their bank and credit union clients. She has a passion for building a brand that wins the hearts and minds of both employees and members. 
Kristen serves as the SVP, Employee and Brand Experience at Direct Federal Credit Union. She is a member of their Senior Leadership Team, leads the Culture Team, and is a founding member of the DEI Team at Direct Federal CU. She also serves on the Young Professional Committee for her Credit Union League and is a past participant in the CUNA Mentoring Program.​

View Bio
Speaker Image

Karan Kashyap Karan Kashyap

Co-Founder & CEO


Boston, MA

​​Karan Kashyap is Posh's Chief Executive Officer and co-founder. Prior to founding Posh in 2018, Karan earned his undergraduate and graduate degrees from MIT focusing on computer science & artificial intelligence, where he was named a Siebel Scholar for his research work. As CEO, he has helped lead Posh to 50+ credit union and bank clients across the country, an employee count of over 100 team members, over $36M in investments raised to-date, and industry coverage by brands such as Gartner, Forbes, and VentureBeat. Karan was named to Forbes' 30 Under 30 list for 2023 as well as to the Forbes Technology Council.​

View Bio
Speaker Image

Taylor Kerala Taylor Kerala

​​Co-owner & Senior Marketing Manager​


Portland, OR

​​Kerala Taylor, CUDE, is the Senior Marketing Manager and a co-owner of PixelSpoke, a worker-owned cooperative that creates beautiful, high-converting, award-winning websites for credit unions. She has over 20 years of digital marketing experience for a wide range of mission-driven organizations, starting with a nonprofit storytelling website she co-founded that merged with National Geographic. Kerala also serves on the board of the Marketing Association of Credit Unions (MAC) and co-hosts PixelSpoke's Remarkable Credit Union podcast.​

View Bio
Speaker Image

Barry Kirby Barry Kirby

​​Co-founder & Chief Revenue Officer​

Union Credit

Santa Rosa, CA

​​Barry Kirby is a highly accomplished professional in the fintech and credit union industry. He currently serves as the Co-founder and Chief Revenue Officer at Union Credit. Before joining Union Credit, he held the position of Senior Vice President and Managing Director at CuneXus, a wholly-owned subsidiary of TruStage. Barry's career journey spans various areas of the fintech and credit union sector. He has successfully contributed to business development, the introduction and growth of credit union fintech products, the management of strategic channel partnerships, client relations, marketing, underwriting, and risk assessment. Notably, prior to his roles at Union Credit and CuneXus, Barry was an integral part of the original team that built the DecisionLender platforms and managed TCI for 15 years, a company later acquired by MeridianLink.​

View Bio
Speaker Image

Dave Martin Dave Martin



Fresno, CA

With over ten years of experience implementing data-driven marketing tactics for financial institutions, Dave and his team have developed a cutting-edge approach to creating more members and funded applications. Specifically, they have pioneered the first true marketing attribution model for banks and credit unions that tracks an ad click to a closed loan, then applies this data to their digital campaigns. This allows credit unions to see for the first time which ads produce new members and which do not.

Dave and his team have won numerous national marketing awards including the 2023 Web Marketing Association's "Best Credit Union Integrated Ad Campaign." They’ve also been featured in Yahoo Finance and the Business Journal for their work with credit unions.

As a winner of the “40 Under 40” award, Dave holds an MBA from the Craig School of Business and was a featured speaker on Google Advertising at SXSW (South By Southwest), the nation’s largest interactive conference.

View Bio

Phone: (559) 981-5181

Speaker Image

Mia Perez Mia Perez

​​Chief Administrative Officer​

​​Coastal​ Credit Union

​​​​Mia Perez is the Chief Administrative Officer at Coastal Credit Union where she leads people operations, marketing, PR, and learning + development. She is the past Chair of the Credit Union National Association’s Marketing & Business Development Council Executive Committee. In 2016, Mia was named as a Woman to Watch by the Credit Union Times and as a Credit Union Rock Star by Credit Union Magazine. She received her bachelor’s degree in public relations from Tulane University, a master’s degree in Leadership + Human Resource Development from LSU and is a graduate of CUNA Marketing +BD School where she is currently an instructor. She is a certified Senior Professional by the Society of HR Management (SHRM-SCP) and earned her PMP certification from PMI. 

Mia is host of the Leadership Experiment with Royce and Mia podcast. Listen on iTunes or anywhere else you get your podcasts or visit ​

View Bio
Speaker Image

Stephanie Potter Stephanie Potter

Director of Marketing

​​Peoples Advantage Federal Credit Union​

Petersburg, VA

​​Stephanie Potter is a marketing professional known for her analytical skills and authenticity. She has successfully led transformations within credit unions, elevating marketing strategies from brand awareness to impactful conversion initiatives, with asset sizes ranging from $98 to $700 million. 
Her notable achievements include crafting a multi-award-winning brand and orchestrating strategic advertising campaigns that generated millions of dollars in loans. Stephanie is an innovator in the credit space and embodies the core values of the credit union movement – 'People Helping People.' 
Stephanie was a 2023 GAC Crasher who actively championed diversity, equity, and inclusion within the credit union industry. She has played a pivotal role in the success of her small but mighty credit union. The credit union opened over 20 new small business accounts through influencer marketing, focusing on promoting the small business assistance program and micro-lending opportunities, showcasing Stephanie's commitment to fostering community growth and financial empowerment.​

View Bio
Speaker Image

Katie Rammer Katie Rammer

​​Marketing Coordinator​

Kohler Credit Union

Sheboygan, WI

​​Katie Rammer is the Marketing Coordinator at Kohler Credit Union in southeastern Wisconsin and has 10 years of experience in credit union marketing. She coordinates her credit union’s overall marketing strategies, collaborates with various departments on marketing needs and leads its social media efforts including content creation, managing feedback and tracking the success of advertising. 
Katie holds a bachelor’s degree in journalism from the University of Wisconsin - Madison with an emphasis on strategic communication. She is scheduled to graduate from the Marketing & Business Development Certification program this year to earn the designation of CUCME – Credit Union Certified Marketing Executive. She was selected as a 2024 Wisconsin Credit Union League Champion and is a former credit union Crasher. She lives and breathes the credit union movement and people over profits philosophy.​

View Bio
Speaker Image

Hilary Reed Hilary Reed



Newtown, PA

​​As the CEO of EmpowerFi, a strategic marketing firm for credit unions, Hilary has been a transformative force in the credit union movement for over 20 years. After a decade-long tenure as SVP of Marketing at a Philadelphia-based credit union, she co-founded EmpowerFi in 2015, bringing a fresh perspective to strategic marketing. Hilary's approach is infused with her creative expertise (evidenced by a splash of YouTube fame with the most-viewed credit union video, attracting nearly 1.2 million views). Her passion for the industry is not just about leading; it's about teaching and inspiring others. Hilary helps educate others in the industry on topics from AI-driven growth to marketing automation, branding, and member engagement. Her mission is to empower credit union professionals with strategic insights, fostering a culture of innovation and forward-thinking for continued success.​

View Bio
Speaker Image

James Robilotta James Robilotta

​​Author, Professional Speaker​

The Story Matters

St. Paul, MN

​​James is a leadership author, motivational speaker, and trained improv comedian. He has been speaking professionally to willing and unwilling audiences for years and has found that quality humor is the secret to hosting powerful conversations that make a genuine impact. His attendees leave feeling recharged, introspective, and ready to get out of their own way. With years of research (and a few too many real-life case studies within his work), James learned everything he could about authenticity in the workplace. He uses this insight to help leaders learn how to manage and retain talent, give feedback that sticks, and build better teams. James’ cornerstone concept is that we as humans can’t learn from people who are perfect, we can only learn from people who are imperfect. James is working to bring humanity back into the workplace and is on a mission to ensure that in their personal and work life, every human realizes they are enough. ​

View Bio
Speaker Image

Chelsea Schnyer Chelsea Schnyer

Director of Marketing

Southwest Airlines Federal Credit Union

Dallas, TX

Chelsea Schnyer is a dynamic creative professional with over 10 years of experience in the marketing industry, currently serving as the Director of Marketing for Southwest Airlines Federal Credit Union in Dalles, Texas. A proud USAF veteran, Chelsea has demonstrated dedication and leadership through deployments to Kuwait and Iraq. 
She also is a seasoned entrepreneur, having owned and operated multiple businesses, including a successful mobile bar, small business consulting and a thriving digital marketing firm. Her entrepreneurial spirit and strategic mindset have been instrumental in achieving business success.

View Bio
Speaker Image

​​Trish Shermot​ ​​Trish Shermot​

​​Director Government Affairs/Urban Development​

​​Visions Federal Credit Union​

Endicott, NY​

​​Patricia F. Shermot, CME, CUDE, is the Director of Government Affairs/Urban Development for Visions Federal Credit Union with over 30 years in the credit union industry. Visions is $5.6 billion in assets and is headquartered in Endwell, New York. The credit union serves over 280,000 members with branches across New Jersey, New York, and Pennsylvania. Patricia started at CTCE Federal Credit Union in 1993 as a marketing manager and worked her way through to Chief Operations Officer before shepherding the credit union merge with Visions Federal Credit Union in 2013. Patricia is an active member in her community and has committed her time and talents as a member of executive leadership for the following: Credit Union Executives Society - NE Chapter, NYCUA Government Affairs Committee, Global Women’s Leadership PA Chapter, BCTV board chair, Women2Women, a founding member CUNA Marketing Council, Albright College Trustee, Alvernia University adjunct and other non-industry organizations.​

View Bio
Speaker Image

Adam Stewart Adam Stewart

VP of Strategic Growth & Marketing


Harrisburg, PA

Adam Stewart is the Vice President of Strategic Growth and Marketing at PSECU. Starting as a teller 17 years ago, Adam has dedicated his career to the credit union industry.  In his role he is responsible for leading the creation and execution of marketing and deposit strategies, communications, digital and creative, sales, membership development, research and analytics efforts. In addition to helping serve PSECU's nearly 600,000 members, Adam has served as a volunteer with Junior Achievement for 13 years, serves as a board member with the Harrisburg Regional Chamber, and is vice chair of the leadership council for his church. Adam is also a proud graduate of CUNA Management School, where he earned the CCUE designation in 2017. 

View Bio
Speaker Image

Ondar Tarlow Ondar Tarlow

Chief Marketing Officer

Kinecta Federal Credit Union

Manhattan Beach, CA

​​Ondar Tarlow serves as the Senior Vice President and Chief Marketing Officer at Kinecta Federal Credit Union, where he leads the marketing and corporate communications divisions. His management encompasses enhancing brand awareness, driving member acquisition, and spearheading initiatives across web and digital platforms, advertising, social media, public relations, crisis communications and strategic sponsorships. With over two decades of expertise in the financial realm, Ondar has cultivated a rich marketing background spanning consumer and commercial banking, residential lending, real estate, and wealth management. He has a passion for melding cutting-edge trends and innovative technologies within the credit union’s strategic framework. Ondar’s academic credentials include a bachelor’s degree in psychology from California State University, Northridge, supplemented by specialized certificates in e-commerce and Digital Marketing from UCLA. His commitment to communities includes active involvement with notable nonprofits, including the American Red Cross, Habitat for Humanity, and the Susan G. Komen foundation.

View Bio
Speaker Image

Andi Tonietti-Caldwell Andi Tonietti-Caldwell

Senior Sales Director


Dublin, CA

​​Andi Tonietti-Caldwell is the Senior Sales Director for SavvyMoney. Andi has been in the financial industry for nearly 17 years, spending time at both Fiserv and Q2 before joining SavvyMoney in August of 2020. The majority of her finance career has focused on business development, sales, and client solutions.​

View Bio
Speaker Image

Tanya VanCourt Tanya VanCourt

​​CTO & Co-Founder​


Pittsburg, PA

Tanya Van Court is a former Nickelodeon, Discovery Education and ESPN executive who was inspired by her 8-year old daughter to bring her passion for kids, families, and cutting-edge digital products to the Financial Services space.  In founding Goalsetter, Tanya revolutionized the family finance space by introducing game-based learning into the Goalsetter family finance app, and focusing the company on transforming communities through Credit Union and Community Banking partnerships.  Tanya is originally from Oakland, California, but currently resides in Brooklyn, NY with her 4 children (ages 7 - 18) and her husband, Rich.  Tanya's primary financial institution for the past 25 years has been Unitus Community Credit Union, and she is also a member of Bethpage Federal Credit Union.

View Bio
Speaker Image

Lorrell Walter Lorrell Walter

Chief Marketing Officer

Western Vista Credit Union

​​Cheyenne, WY​

​​Lorrell is the chief marketing officer at Western Vista Credit Union, headquartered in Wyoming. She has 20+ years of experience in public relations, internal communications, marketing and social media and has worked across several industries, including finance, energy, tourism and agriculture.  
A native of California, Lorrell has a degree in communication with a minor in animal science from the University of California, Davis. Upon graduating, Lorrell moved to Upstate New York to begin her career. In 2013, she relocated to Wyoming, fulfilling a lifelong dream of living in the Rocky Mountain region. A champion of the cooperative/credit union movement, Lorrell enjoys collaborating with her credit union peers, sharing ideas and building lifelong friendships.​

View Bio
Speaker Image

Josh Wilson Josh Wilson

Senior Vice President of Marketing

Whitefish Credit Union

Whitefish, MT

Josh Wilson is an award-winning marketing professional with more than 10 years of experience in financial institutions. He is passionate about combining data-driven marketing strategies with authentic content to provide measurable success.

View Bio