Travis Goodman is a Principal at ALM First, having joined the firm in 2003. Goodman oversees the Advisory Services group, which is responsible for implementing actionable and effective ALM and investment strategies for client financial institutions. In addition to overseeing Advisory Services, he assists large, complex financial institutions in achieving optimal performance within policy and risk tolerances. Travis also oversees ALM First’s Loan Transaction Network (LTN) which helps facilitate loan transactions and loan participations between ALM First clients.

Travis has a Bachelor of Science in business administration, with a double major in finance and marketing, from the Eller School of Business at the University of Arizona in Tucson. He also holds the Chartered Financial Analyst (CFA) designation.


Joe Adamack

VP, Legislative Affairs for Washington

GoWest Credit Union Association

Phone: 206.340.4812

Toll-free: 800.995.9064 x102

Joe Adamack is the Vice President of Legislative Affairs for the GoWest Credit Union Association in Washington. In this role, he represents the interests of the state’s 85 credit unions and their members before the Legislature, statewide elected officials, and agencies to ensure state laws and rules support and foster a positive regulatory environment that […]

Dave Adams

VP, Lender Client Experience


Dave Adams is Vice President of Lender Client Experience at Origence, where he has worked for 22 years. Through strategic advice and product training, he and his team manage the well-being of 1,100 credit union clients, ensuring that they are satisfied overall and reach business retention goals. Dave is a believer in the credit union […]

Sharee Adkins

Sharee Adkins

Executive Director, Foundation

GoWest Credit Union Association

Phone: 206.340.4823

Toll-free: 800.995.9064 x114

Sharee Adkins is the Executive Director of the GoWest Foundation. In this role, she amplifies the impact credit unions have in our community by forging and leveraging partnerships to achieve ambitious goals in the Foundation’s priority areas of asset-building, economic empowerment, and cooperative development. Adkins holds a bachelor’s degree in sociology from Boise State University […]

Mark Alguard

President, Director of Client Strategy


Mark Alguard is President Director of Client Strategy at 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 […]

Karan Bhalla

Chief Growth Officer


Karan Bhalla, Chief Growth Officer at Trellance, has two decades of financial services and data analytics experience, having worked and consulted for many leading corporations, including Capital One, American Express, and Fannie Mae. He now uses this experience to level the playing field for small and midsize financial institutions. Karan is a regular presenter at […]

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

Marekting Director

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 as the Marketing Director. Burns holds a Bachelor’s Degree in Economics […]

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

SVP, Fintech Solutions

CUNA Mutual Group

Ronny Chapman is SVP 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 the North […]

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 […]

Mark DeBree

Catalyst Strategic Solutions

Mark DeBree, managing principal at Catalyst Strategic Solutions, directs risk consulting, balance sheet advisory, and broker/dealer services for credit unions nationwide. Formerly the organization’s vice president of ALM services, Mark has 16 years’ experience consulting credit unions on interest rate risk, liquidity risk, strategic planning, member deposit behaviors, and mortgage servicing portfolios. Drawing on his […]

David Deckelmann

SVP Operational CUSOs

Maps Credit Union

David Deckelmann began his career in the credit union industry in 1998 at Maps Credit Union, where he was hired to launch a background screening CUSO. He has spent the past 24 years working with and building various CUSOs for Maps Credit Union. In 2007 David joined the executive team as the SVP of operational […]

Brad Delcamp


Brad Delcamp is regional vice president of lender client experience at Origence, a company he has been with for 18 years. He and his team are responsible for enhancing the credit union client experience through solution-based products and strategic partnerships that help reach production and efficiency goals. Brad has been involved with the credit union […]

Rick DeLisi


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. […]

Ezra Eckhardt


Ezra Eckhardt, a fifth-generation Spokane resident and president and CEO of STCU, is deeply committed to his community. He has served on the boards of the Spokane International Airport, the Spokane University District, and Gonzaga Preparatory School, and he has been active in Greater Spokane Incorporated and the Downtown Spokane Partnership. A distinguished graduate of […]

Nick Evens

Curql Collective

As president and CEO of Curql Collective, Nick Evens cultivates opportunities to help fintech and credit unions collaborate on breakthrough technologies. His goal is to minimize threats and successfully transform, improve, disrupt, and position the industry with a best-in-class member experience. Before leading Curql Collective, Nick was president of The Veridian Group, part of Veridian […]

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

General Council

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 […]

Denise Gabel

Chief Can-do-ologist & Founder


Denise Gabel is a “Can-do-ologist” as well as an international bestselling author, professional speaker, and mentor on the power of change. She previously served as chief innovation officer at the Filene Research Institute and chief operating officer at Northwest Credit Union Association. Denise supports leaders and organizations in creating a vibe that attracts and retains […]

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


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 […]

Lindsay Hooks

Director, Payments & Contract Negotiations

Cornerstone Advisors

Lindsay Hooks is a director in the Payments and Contract Negotiations practice at Cornerstone Advisors. She is a Cornerstone’s Payments School facilitator and employs her expertise to ensure Cornerstone clients gain consistently successful outcomes in their system selections, negotiations and implementations. Lindsay has led cross-functional teams in retail branches, card implementations and core conversions for […]

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


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 […]

Brian Knight

President & CEO


Brian Knight, president and CEO of NASCUS, has an extensive background in both legislative and regulatory analyses and a comprehensive knowledge of the state and federal credit union regulatory systems. He previously oversaw multiple departments at NASCUS, including professional development and accreditation and state programs. Held in partnership with CUNA, the largest credit union-specific Bank […]

Bob Long


Bob Long, a tenured business executive with expertise in sales, marketing, innovation, and business acumen, is highly driven through performance execution, revenue achievement, culture creation, and motivational prowess. He believes that a hands-on approach to leadership will exceed expectations and create the momentum necessary to accomplish any company’s combined goals. While Bob advocates for efficient, […]

Kevin Lyons


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


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


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 […]

Tina Narron

Verity Credit Union

Tina Narron joined Verity Credit Union with a wealth of experience in the financial services industry. She started her career as a teller, working her way through senior lending positions to executive leadership. In addition to managing billion-dollar loan portfolios, Tina has also helped lead organizational and cultural transformations at credit unions to improve member […]

Brenton Paulsen

Maps Credit Union

As a data scientist, Brenton Paulsen helps credit unions utilize data to improve member experience and financial wellness. Currently he is the director of business intelligence at Maps Credit Union, working in digital experience, member feedback, analytics, and process improvement. Brenton led the creation of a new member loyalty rewards program that motivates saving and […]

Will Pohl


Will Pohl has over five years of experience at Backbase, where he is now a senior enterprise account executive. Working with community banks and credit unions in various roles, he is passionate about the value that community financial institutions provide to our society while being on a mission to compete with big banks by staying relevant in the […]

Janet Powell

Janet M. Powell


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 […]

Josh Reed


Josh Reed, director of solution engineering at Member Access Processing, came from the merchant acquisition world, most notably as a sales engineer for Verifone for several years. During his time there, he designed credit card and mobile solutions for midsize and large merchants and served as the primary technical resource for financial institutions, including Fiserv […]

Mark Robey

Farleigh Wada Witt

As Senior Vice President of Regulatory Affairs, Mark oversaw a team of compliance experts providing regulatory compliance assistance to member credit unions.  He was responsible for developing and maintaining relationships with state and federal regulators to advocate for fair and balanced oversight of credit unions.  Mark was appointed by Colorado Governor Bill Ritter to serve […]

Chris Sachse



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


Farleigh Wada Witt

Since 1991, Hal has been representing credit unions, banks, and other financial service providers on state and federal regulatory compliance matters, contract negotiation, dispute resolution, corporate governance, subsidiary operations, mergers, loan and deposit documentation, real estate, bankruptcy and collection, and other issues related to structuring and delivering financial services to consumers and businesses.  His in-depth industry […]

Rick Sherrick

Rick Sherrick

Sr. Credit Union Examiner ID


Rick Sherrick has been fulfilling the Supervisory Examiner Position for Credit Unions since 2009. He has worked for the Department of Finance since October 2003, first as a bank examiner for five years and then on the Credit Union Section for the remaining years. Prior to working for the Department he has worked in a […]

Cindy Shogy-Raimer

Greylock FCU

Cindy Shogry-Raimer is the Vice President and 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 […]

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 […]

Cameron Smith

Cameron Smith

VP, Strategic Partnerships & Resources

GoWest Credit Union Association

Phone: 503.350.2234

Toll-free: 800.995.9064 x234

Cameron Smith is Vice President of Strategic Partnerships and Resources for GoWest Solutions. In this role, he leads Strategic Link, which connects credit unions to the most relevant business solutions and emerging technology. Smith previously served as Chief of Staff for the Oregon Secretary of State where he led and coordinated a team across the […]

Troy Stang

Troy Stang

President & CEO

GoWest Credit Union Association

Phone: 503.350.2212

Toll-free: 800.995.9064 x212

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 […]

Ben Stuckart

Spokane Low Income Housing

Ben Stuckart, executive director of the Spokane Low Income Housing Consortium, was born and raised in Spokane, attended Lewis and Clark High School, and graduated from Gonzaga University. He spent 13 years working in the ticketing Industry with the MLB, the Sydney Olympics, and the Oakland Raiders. He has also served as executive director of Communities […]

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 Credit Union Association

Phone: 503.350.2224

Toll-free: 800.995.9064 x224

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 & 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. Mike Wilkerson


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


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 […]