VP, Corporate Strategy, Bethpage FCU
George is the vice president of corporate strategy at Bethpage Federal Credit Union. He is responsible for strategy, innovation, and decision management. In his role, he also oversees the project management office and the payments function at Bethpage. Prior to joining Bethpage, George was a vice president at Citigroup where he managed several large retail branches in the New York City market.
Director, Digital Transformation, Wright-Patt Credit Union, Inc.
Remie brings more than 11 years of experience to the credit union industry and in her current role, she is responsible for guiding the organization through their digital transformation journey. She has led various high functioning teams responsible for remote delivery channels, including ATMs, ITMs, cards, chat, digital banking, HSAs, IRAs, payments, telephone banking, and trusts. Remie is a results-driven servant leader passionate about technology, rapid experimentation, and the creative process. She also holds a BA in Business Administration.
Dave works with bank clients to design, build and implement a variety of checking, marketing and training programs. His extensive financial services experience and continuous research in the field ensures each product and service meets the needs of today's retail bankers. As partner, he develops consumer sites and mobile apps that deliver value to bank customers as well as analysis tools that allow clients to have a deeper understanding of customer relationships and product profitability. Dave received his B.A. in Economics and Mathematics from Ohio Wesleyan University.
Chief Strategy Officer & Head of Payments, Levvel
Scott guides the overall strategy for the firm in addition to leading the team that works with a number of banks, digital wallets, merchants, and startups on their digital strategy, payments architecture, custom application development, and vendor integration efforts. His experience includes a variety of leadership roles in digital payments and information technology integration, offering a true insider’s point of view. He holds an MIS degree from UNC Charlotte and an MBA from NC State University.
President & CEO, InTouch Credit Union
Kent brings 40 years of financial institution experience and 29 of those years with credit unions. He has held virtually every middle management and c-suite position in his credit union career, with the last 15 years serving as President/CEO of InTouch Credit Union in Plano, TX. Prior to his work with credit unions, Kent worked in investment banking for a decade. Kent has a Bachelor of Arts degree in Accounting from Westminster College in Fulton, MO and a MBA from the University of Notre Dame in South Bend, IN.
VP of eService and Payments, Gulf Winds Credit Union
Haley has more than 17 years of transformational leadership experience in the financial institution industry. She brings a wealth of knowledge in digital banking, consumer and commercial payments, digital innovation, coaching, and mentoring to the industry. Haley has also served on the Innovation Council for Sherpa Technologies since its establishment.
President & CEO, Meritrust FCU
James has been in the financial services industry for 31 years in both credit unions and community banking. He has been with Meritrust since 2013, and prior to Meritrust, he was SVP/Chief Lending Officer at University FCU in Austin, TX for 16 years. He holds a Bachelor of Business Administration in Finance and his MBA from University of Texas at Austin.
President/CEO, West Community CU
Jason brings nearly 25 years of experience working in the credit union industry, serving in various senior roles prior to being named President/CEO of West Community CU in 2016. Jason serves as a mentor for the various fintech start-ups, and has championed partnerships with several fintech companies to benefit the credit union’s business strategy. He holds his undergraduate degree in Business Administration from the University of Missouri-Columbia and his MBA with a concentration in finance at Georgia State University.
Sr. Program Manager, Financial Wellbeing, Patelco Credit Union
Kipp has been in the financial services space for more than 12 years now, and was part of the core team to bring Patelco’s mission to life. Kipp delivers world-class services and programs designed to help members wherever they may be in their financial journeys. He works collaboratively both inside and outside of the organization to bring the latest research in behavioral finance to legitimately improve members’ financial health and wellbeing. Kipp holds an MBA from UC Davis and a B.S. in Psychology from University of Washington.
President & CEO, Sherpa Technologies
Keith brings a breadth of financial services experience spanning new product development, partnership management, consultative/direct sales, strategic planning and marketing. He oversees all aspects of Sherpa with a focus on the management of its enterprise innovation framework, product development and consulting with credit unions on digital transformation. Keith has more than 30 years of experience in the financial industry and possesses in-depth knowledge of digital technologies, payment processing platforms, and managed solutions offerings.
Founder & CEO, Sievewright & Associates
Mark has more than 35 years of financial services experience, and in his current role he provides financial institutions with valuable strategic insights to drive business growth, effectively and efficiently. During his career, Mark has held senior leadership positions at HSBC, MasterCard, and TowerGroup. He’s also no stranger to the credit union industry having served as vice chairman and president of the firm’s credit union division at Fiserv.
Jeffrey Staw, MBA, MIS
Chief Innovation Officer, Open Technology Solutions, LLC
Jeffrey works passionately to increase private and corporate profitability, leveraging innovative agile execution to rapidly bring products and services to market. He has over 20 years of experience in credit union banking technology, ecommerce & gaming systems, as well as the occasional healthcare product. In his current role, Jeffrey powers the strategic technology for a consortium of credit unions. He holds a BS degree in Engineering Psychology from Tufts University, an MBA from Boston University, and a Master of Science in Information Systems from Boston University.
President & CEO, CBC FCU
Rick started his career as an NCUA Examiner and then worked as a credit union CFO, before finding a real passion on the retail side of the business. In his current role, he turned a very average credit union into a top performing sales and service leader. Despite the challenges of the pandemic, CBC Federal Credit Union has maintained strong branch sales and new member growth. He graduated from University of Northern Colorado with a bachelor’s degree in Business Administration and Accounting.