Organizational Leadership

Credit Union Brand

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A New Disruption

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George Ombado, CEO of the African Confederation of Co-operative Savings and Credit Associations discusses the African and American connection, a bigger disruption and the future of credit unions.

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2020 Raw - Paul Norgrove, Serve and Protect Credit Union

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Paul Norgrove joined us to share his thoughts on the day's presentations, discussions, and networking at the Underground Collision in Washington, DC. — from the UK perspective.

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2020 Raw - Stephen Bohanon, Alkami

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Credit unions can mentor and help members achieve financial security — which, in turn, will enhance the loyalty members have for their credit unions that provide this direction.

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2023 CUSO Mayhem Panel - The Big T (Technical Foul)

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There are rules and when the foul shows intent to harm, it’s a big T and behavior is unbecoming to the industry. Panel discussion with Sarah Canepa Bang, Linda White, Jonathan Taylor, and Brian Branch

DEI and Your CU

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CU Pride and the WHY

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CU PRIDE co-founders, Zach Christensens, Linda Bodie, Dan Marquez and Dr. Brandi Stankovic give an update, share the why, discuss the most vulnerable and spread the love with tips for Allies.

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2020 Shift Happens - CU Pride Field Report

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Zach Christensen, Linda Bodie, Dan Marquez, and Brandi Stankovic gather to share how the CU Pride momentum continues to gather steam within the credit union industry.

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2023 Shattered Panel - Shattered Dreams

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People are struggling at all levels within society and their challenges can be met by credit unions. Panel discussion with Renée Sattiewhite, Beth Carr, Pablo DeFilippi, Jim Morrell, and Victor Corro

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2022 Money 20/20 - CU Rise Up: Realities of Diversity

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Diversity of thought is essential to staying relevant for members within the talent market and resilient communities. With Renée sattiewhite, Frank Chinn, Jorge Esteban, and Seth Brickman

Fintech & Orgs

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2020 Virtual Collision - Shazia Manus, AdvantEdge Analytics, CUNA

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Shazia Manus talks about business intelligence, using data in numerous ways for credit unions to better serve their members during the COVID-19 crisis.

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2019 Bahamas #Global - Lynn Heckler, PSCU

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Credit unions need digital leadership and outlined keys to being a successful one — so their shops will be successful in today's digital age, keeping those fintech disruptors at bay.

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2019 Bahamas #Global - Paul Norgrove (Police CU - UK)

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How the global credit union community can learn from each other, especially in regard to technology

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2022 Money 20/20 - Directors, Executives & Fintechs... ROI or OH MY!

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A lively “future shock” session where we get the facts about the competition (kind of scary). ​ROI or Oh My? With Brian Kaas, Kris kovacs, Tony Boutelle & Jennifer Oliver.

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2022 Money 20/20 - Give Credit Where Credit's Due

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The FICO model is evolving. And fintechs are turning it upside down. How can we be more inclusive? With Cynthia Campbell, Harold Roundtree, Selfa Saucedo, & Scott Lascelles.

Leading Your Team

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2019 Las Vegas Money 20/20 - Sarah Snell Cooke, Cooke Consulting Solutions

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Key points from the Underground Collision session, "Be Smarter Than We Look," going toe to toe with CU*Answers CEO Randy Karnes.

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2020 Virtual Collision - Lynn Heckler, PSCU

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Lynn Heckler shares what she and her team are doing to get work life back on track -- whether it's remote or in the office.

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2017 New York Whitepaper

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In NYC, we tackled everything from Only if I Win Collaboration to Big Getting Bigger, Disruption and Speed Dating Knowledge Cafes on the dark side of mergers, member activation, and taxation (who cares?).

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2016 Washington DC Whitepaper

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How can credit unions cut through the noise of Wall Street, Big Short manipulations, unforeseen regulatory restrictions…in order to arrive as superheroes for the middle to low income consumers?

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2022 Money 20/20 - Growth in a Time of Uncertainty

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Find out why curated, connected, personalized experience is the new product. With Samantha Paxson

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2022 Money 20/20 - Think Inside the Box

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Dr. Brandi Stankovic challenges you to think inside the box and focus on what’s really important with four steps: 1. Be aware of your own bullshit. 2. Revisit your external value proposition. 3. Define your internal value proposition. 4. Elevate the bullpen.

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2023 CUSO Mayhem Panel - Gotta Pay to Play

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Play hard, get the win, or take one for the team? Doing the right thing can also be good business, right? Panel discussion with Amber Harsin, Phil Dupree, Lynn Dufrane, and Jay Mossman

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2023 Shattered - Heartlight

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Employee experience and member experience and the intersection of those two things with Lynn Heckler of PSCU.

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2023 Shattered Whitepaper

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We are going to challenge you. We’re going to ask some questions and we want you to think about those questions. Then we want you to go out and really share the love.

Outreach

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2020 Shift Happens - Cynthia Campbell, BALANCE

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Cynthia Campbell, Reina Short, Heather Kay, and Neko Stubblefield share stories on how COVID-19 impacted their jobs and how they pivoted to communicate with members.

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2020 Shift Happens - Amy Downs, Allegiance CU

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Amy Downs shared her very personal story of the 1995 Oklahoma City bombing, where she was literally trapped in the explosion's rubble of the Alfred P. Murrah Federal Building.

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2020 Virtual Collision - Roxy Ostrem, Ventura County CU

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Ventura County Credit Union Board Member Roxy Ostrem discusses serving their members during the pandemic and not to stray from the primary mission.

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2020 Raw - Cynthia Campbell, BALANCE

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The event's theme revolved around Maslow's Hierarchy of Needs — just what Cynthia's company deals with on a daily basis for credit union members. 

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2020 Shift Happens - Brett Martinez, Redwood CU

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Redwood Credit Union President/CEO discusses how the series of major forest fires in Central and Northern California actually helped the credit union better manage COVID-19 this year.

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2020 Raw - Liz Winninger, Xtend

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Today's new normal is a safety threat from something like an active shooter to a possible safety need from a member. Concern about safety can mean many things.

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2022 Money 20/20 - Human & Digital Intersectionality, A Moral Dilemma

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What role does the CU play when member transactions begin to illuminate potential mental health issues? With Mai-Linh Hoang, Raj Bandaru, Stephen Bohanon & Todd Lane.

Personal Development

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2019 Bahamas #Global - Dr. Brandi Stankovic

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Nobody's going to give you anything, you have to go get it. Brandi also stated that you can be a lover and a fighter -- not one or the other; you can do both.

Young Leader Development

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2019 Bahamas #Global - Stacey Walker, XCELFCU

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Key highlights from her Underground Collision presentation, focusing on young leaders who are on fire for your credit union.

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2019 Bahamas #Global - Monica Belz, Kaua'i FCU

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Thoughtful feedback on new leadership credit unions are experiencing today, and how to design a Board that can manage this evolution the industry is experiencing.

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2019 Bahamas #Global - Tyler Valentine, LPFCU

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What young leaders need to do to get ready for new leadership roles to help credit unions thrive in today's digital economy.