Mark Robey has over 30 years of experience in the financial services industry. Before joining Farleigh Wada Witt, he was senior vice president of regulatory affairs at Mountain West Credit Union Association, where he oversaw a team of compliance experts providing regulatory compliance assistance to member credit unions. Mark guides credit unions on effective operations in compliance with agency rules, and he is a staunch advocate for Colorado, Wyoming, and Arizona credit union legal and regulatory issues.

ADDITIONAL MAXX ANNUAL CONVENTION SPEAKERS

Mark Alguard

President

Momentum

Mark Alguard is president of Momentum, a design-build firm that helps credit unions thrive through people-centric branching and workplace strategies. Momentum leads the way in hybrid workplace strategy, activity-based working, and building of inclusive physical environments for the credit union industry. Mark works closely with Filene to research the future of credit union workplaces and […]

Lamont Black

Associate Professor

DePaul University

Professor Lamont Black is a recognized expert on cryptocurrency and blockchain who is a regularly invited speaker for conferences, board presentations, and the media. His teaching on cryptocurrency at DePaul covers aspects of money and investing and has been featured in the Chicago Tribune. In his graduate course on blockchain, he works with business and […]

Jennifer Burns

Kiosk & Display

Jennifer Burns’ career in financial services includes 18 years at credit unions. Most recently, she was Chief Marketing Officer at We Florida Financial in South Florida. Along the way she met the Kiosk & Display team and now keeps their marketing efforts humming along. Burns holds a Bachelor’s Degree in Economics from the University of […]

Christine Cashen

Emcee, Speaker, & Author

MAXX Emcee

For more than 20 years, Christine Cashen has dazzled an amazing variety of audiences throughout the United States, Canada, South Africa, and Australia. She is an authority on sparking innovative ideas, handling conflict, reducing stress, and energizing employees. Before hitting the speaking scene, Cashen was a university admissions officer, corporate trainer, and broadcaster. She holds […]

Ronny Chapman

CUNA Mutual Group

Ronny Chapman is senior vice president of fintech solutions at CUNA Mutual Group. The fintech solutions suite of products serves over 4,000 credit unions and 1,600 banks for loan origination and new account opening for offers through acceptance and compliance fulfillment. Before joining CUNA Mutual Group, Ronny was senior vice president and general manager of […]

Ancin Cooley

Synergy Credit Union Consulting

Ancin Cooley is the founder and principal of Synergy Credit Union Consulting, Inc., which provides a suite of risk management services to financial institutions. He gained deep, first-hand knowledge of the industry as an examiner at the Office of the Comptroller of the Currency, where he performed safety and soundness examinations at community and midsize […]

Andy Core

Author and Speaker

Author and Speaker

Andy Core is a credentialed, award-winning authority on increasing employee engagement, productivity, and wellness motivation. His talent lies in helping hardworking, conscientious adults thrive at work and in their personal lives. Andy has spent the past 15 years researching ways to become better equipped to thrive in today’s hectic society — helping organizations build teams […]

Rick DeLisi

Glia

Rick DeLisi, lead research analyst at Glia, is an author and presenter who co-authored two business books on customer service: the newly released Digital Customer Service with Glia CEO Dan Michaeli and The Effortless Experience. Prior to joining Glia, he spent 15 years with Gartner, where he specialized in customer experience, customer service, and communications. […]

Shane Feldman

Founder & CEO

Count Me In

Shane Feldman, engagement expert and founder of international entrepreneurship incubator Count Me In, empowers leading brands to optimize team culture, leadership, engagement, and retention. Recognized by global organizations like the United Nations and brands like Disney and Google, he has researched community leadership on the ground in 29 countries, uncovering universal strategies used to create […]

Theodore Flo

Zest AI

For more than a decade, Teddy Flo has served as a trusted legal advisor to consumer financial services companies, providing practical legal advice that helps clients achieve their business objectives. He has litigated scores of cases, helped companies navigate high-stakes government investigations, and advised on key regulatory issues. As Zest’s chief legal officer, he works […]

Ellie Fordyce

Chief People Officer

Westerra Credit Union

Ellie Fordyce joined Westerra Credit Union in 2019 and was promoted to Chief People Officer in 2021. Drawing from over a decade of experience in human resource strategies, leadership development, talent acquisition, and management, she drives culture change initiatives while embracing business and financial objectives. Since joining the team, these culture change efforts have resulted […]

Denny Heck

Lt. Governor

WA State

Denny Heck is humbled to serve as Washington’s 17th lieutenant governor. First elected in 2020, he brings a lifetime of experience in the public, private, and nonprofit sectors to the office.  Previously, Lt. Gov. Heck served as a Washington state representative and the first U.S. representative from Washington’s 10th Congressional District. He has successfully grown […]

Kelley Hodney

Kelley Hodney

Attorney

Farleigh Wada Witt

Kelley Hodney works in an advisory role as a regulatory compliance attorney, but she also has experience in a regulatory role with the Oregon Department of Justice and an operational role at Wells Fargo. She maintains an in-depth understanding of issues affecting financial institutions and provides timely compliance guidance to credit unions, banks, and other […]

Joni Hopkins

Federal Reserve Bank of Chicago

Joni Hopkins is a vice president of the Federal Reserve Bank of Chicago’s Product and Relationship Management Group. She engages and collaborates with community financial institutions throughout the United States to help define and prioritize system improvements that advance payment speed, efficiency, and security. Joni, a champion for electronic banking services, has been with the […]

Amy Hunter

Director, WA CU's

DFI

Amy Hunter has been the director of credit unions for the Department of Financial Institutions since November 2018. She leads a top-notch division of professionals who regulate and oversee 50 state-chartered credit unions, ranging in asset size from $15 million to $30 billion. Before joining the division, she had a 20-plus-year career in gambling regulation, […]

Tracy Jackson

Founder & CEO

HR E-Z, Inc.

Tracy Jackson, founder and CEO of HR E-Z, Inc., is a highly engaging human resources leader and speaker. With over 25 years of business experience, including 15 as an executive, she has extensive knowledge of building and overseeing inclusive, top-performing HR departments in credit unions, as well as in companies across a variety of industries. Tracy is […]

Kevin Lyons

SECU

Kevin Lyons’ career in the financial services design and facilities industry includes eight years directly with credit unions. Previously he worked in the architectural design field working on a wide variety of projects including financial services, health care and country clubs. Lyons holds a Bachelor’s Degree in Architecture from The Pennsylvania State University. ADDITIONAL MAXX […]

Sultan Meghji

Professor

Duke University

Sultan Meghji is a noted expert in artificial intelligence, biotechnology, cybersecurity, quantum computing, and Web3. He most recently served as the inaugural chief innovation officer at the FDIC and currently works as a professor at Duke University’s Pratt Engineering School. With decades of experience in launching, scaling, and selling startups in frontier technologies, Sultan has […]

Connie Miller

Connie Miller

CEO

Credible Advantage

Connie Miller, CEO of leadership and board consulting business Credible Advantage, has served as the president and CEO of Icon Credit Union and the regional president of Horizon Credit Union. She authored Don’t Sabotage Your Career, a leadership book on becoming a respected professional and avoiding unintentional mistakes that can hinder careers and hurt personal […]

Patti Perkins

Director

ID Department of Finance

Patti Perkins has been the director of the Idaho Department of Finance since January 2020.  Before joining the department, she ran her workplace management consulting company full time. She has served as the city of Meridian’s HR director and spent ten years with T-Mobile as a human resources director. The bulk of her career, over […]

Janet Powell

Janet M. Powell

Director

OR Department of Finance

Janet Powell is chief of regulation and supervision for the Credit Union Program at the Division of Financial Regulation of the Oregon Department of Consumer and Business Services, where she previously served as supervising examiner and manager. Before that, she worked as a financial examiner and review examiner in the banking, trust, and credit union […]

Chris Sachse

CEO

Think|Stack

Chris Sachse is CEO and founder of Think|Stack, a managed IT services company delivering cybersecurity and infrastructure services to credit unions nationwide. Finding his entrepreneurial spirit at a young age, he feels his role is to help his talent blossom and achieve their maximum potential by clearing the path and supporting the culture, which is […]

Hal Scoggins

Hal Scoggins

Shareholder

Farleigh Wada Witt

Since 1991, Hal Scoggins has represented credit unions, banks, and other financial service providers on state and federal regulatory compliance matters, subsidiary operations, contract negotiation, dispute resolution, bankruptcy, and more. His in-depth industry knowledge and practical legal advice help financial service providers meet the challenges of today’s changing regulatory environment. Hal also has specialized expertise […]

Cindy Shogy-Raimer

Greylock FCU

Cindy Shogry-Raimer is the vice president director of community development at Greylock Federal Credit Union, where she has worked for 36 years, starting as a teller. Her previous titles include supervisor of deposit operations, regional vice president of Central County, internal auditor, and vice president of operational risk, but her favorite role is her current […]

John Sileo

President & CEO

Sileo Group

John Sileo, president and CEO of Colorado-based think tank The Sileo Group, lost his million-dollar startup, his wealth, and two years of his life to cybercrime. The losses not only destroyed his company and decimated his life savings but also consumed two years of young fatherhood as he fought to stay out of jail. Now, John shares […]

Troy Stang

Troy Stang

President & CEO

GoWest Credit Union Association

Phone: 503.350.2212

Toll-free: 800.995.9064 x212

tstang@gowest.org

Troy Stang serves as the President and CEO of the GoWest Credit Union Association  the trade association representing more than 300 not-for-profit, member-owned credit unions in Arizona, Colorado Idaho, Oregon, Washington and Wyoming. More than 16.5 million consumers are members of those credit unions. Under Stang’s leadership, the Association is focused on nurturing an innovative […]

Carrie Stapp

CO-OP Solutions

Carrie Stapp, Vice President of integrated marketing and commercialization for nationwide credit union network Co-op Solutions, has more than 20 years of experience in senior management positions in the financial services industry. She helps credit unions of all sizes grow by forming meaningful connections with their members. Carrie has previously served in senior vice president […]

Mark Valente

State of Colorado

Mark Valente, Colorado’s financial services commissioner, is involved in the examination and enforcement functions of the Division of Financial Services for all Colorado state-chartered credit unions. In addition, he is primary regulator for all state-chartered savings and loan associations and certain financial aspects of life care institutions in the state. In this position, Mark ensures […]

Jennifer Wagner

Jennifer Wagner

EVP & Chief Advocacy Officer

GoWest

Phone: 503.350.2224

Toll-free: 800.995.9064 x224

jwagner@gowest.org

Jennifer Wagner is the EVP & Chief Advocacy Officer for the GoWest Credit Union Association. She leads the Association’s federal governmental affairs priorities, working closely with the congressional delegation in Washington, D.C. as well as in our region. Wagner oversees the Association’s grassroots advocacy programs and initiatives to raise political action funds to support candidates […]

Amy Walter

Publisher and Editor-in-Chief of the Cook Political Report with Amy Walter and Popular On-Air Political Analyst

Cook Political Report

With over 25 years of experience in the political arena, Amy Walter is an accurate, objective, and insightful analyst with unparalleled access to campaign insiders and decision-makers. Known as one of the best political journalists covering Washington, she is the publisher and editor-in-chief of the nonpartisan “Cook Political Report,” in which she provides analysis of the issues, […]

Dr. Michael Wilkerson

ECONorthwest

Dr. Mike Wilkerson is a partner and the director of analytics at ECONorthwest. He brings over 15 years of private sector experience as an economic consultant and financial analyst. Mike studies urban economics for both public and private sector clients, with a focus on how land use, transportation, and real estate development interact with the […]

Brian Witt

Brian Witt

Partner

Farleigh Wada Witt

Brian Witt is a recognized, national expert in the design and delivery of traditional and innovative financial products and services, including internet delivery of financial services. He has developed a comprehensive compliance management financial solution, Compliance Smart, to assist with organizing the workflow for regulatory compliance. He regularly tracks the impact of legislation and court decisions on […]