Date
October 5, 2021
9:00 am PDT (10:00 am MDT)
—
October 7, 2021
9:00 pm PDT (10:00 pm MDT)
2 days, 12 hours
Pricing
Free
Location
Boise Centre
850 West Front Street
Boise, ID 83702
HOTEL INFORMATION
To secure our special room rates at these hotels, reservations need to be made by September 3.
REMINDERS
You’re part of the Credit Union Movement — an army of advocates working together to advance the mission to provide credit union members with meaningful value and a better financial choice.
At MAXX, credit union professionals and Board Directors experience high-level training and forge valuable new relationships with business partners at the Strategic Link Trade Show. They also raise dollars for life-saving medical care at the annual Credit Unions for Kids Auction, and celebrate the best of the Credit Union Movement at the Annual MAXX Awards Dinner and Gala.
This year’s MAXX Convention brings together thought leaders and industry experts who will inspire you and help you understand the latest industry developments at the national, regional, and state levels. We’ll share legislative and advocacy advancement updates, you’ll learn how your Northwest Credit Union Foundation is partnering with credit unions to expand community impact throughout the region, and we’ll connect you with the best-in-class business partners at the Strategic Link Trade Show. This year, NWCUA also has built in more opportunities for roundtable networking with your peers. After participating in this conference, you’ll walk away invigorated and armed with the ideas and tools to meet your credit union’s goals and your members’ needs.
Are you a business partner looking to exhibit at the 2021 Strategic Link Trade Show? Please visit our Exhibitor Registration page for more information and to register for a booth or sponsorship!
POPULAR REGISTRATION OPTIONS
THE MAXX Full Convention Package LEARN MORE
THE MINI MAXX Single Day LEARN MORE
CU4Kids Auction “Palouse” Table Sponsor LEARN MORE
Credit Unions for Kids Auction “Painted Hills” Table Sponsor LEARN MORE
AS A REMINDER, REGISTRATION FEES ARE NON-REFUNDABLE AFTER AUGUST 28. DETAILS HERE
CU4KIDS ENCHANTED NORTHWEST GALA
This year’s Enchanted Northwest Gala will celebrate the region’s beauty where we are lucky enough to live, work, and play. The entire credit union community comes together to raise thousands of dollars for eight Children’s Miracle Network Hospitals. You can sponsor, donate to our silent auction, or donate to our live auction. Tickets for this year’s dinner and live auction are SOLD OUT. If you wish to be added to our waitlist should seats become available, please click on the waitlist button below.
Sponsorship Opportunities Silent Auction Silent Auction – Register to Bid Live Auction Live Auction – Waitlist
CPE CREDITS AVAILABLE
Your association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
TRAVEL INFORMATION
Special Travel Rates and Discounts for NWCUA Members: The Northwest Credit Union Association has negotiated special rates and discounts for travel accommodations. Find out more on our travel discounts page.
SCHOLARSHIP
Continued education and training of credit union employees helps keep the Credit Union Movement vibrant and competitive in the financial marketplace. The Foundation provides professional development scholarships for selected applicants.
QUESTIONS OR CANCELATIONS
Registration fees are non-refundable after Aug. 28. Substitutions will only be accepted by notifying NWCUA no later than this date.
This program is open to NWCUA Member and Associate Member credit union employees only. For more information about the Northwest Credit Union Association’s 2021 MAXX Annual Convention or assistance with registration, please contact Programming Director, Holly Miller.
Do you have questions about the 2021 Strategic Link Trade Show? Contact VP of Strategic Partnerships and Resources, Cameron Smith.
Agenda
For dates, times, and descriptions of the 2021 MAXX Annual Convention view the agenda below.
View Full MAXX Agenda View SCURT Agenda
HERE IS A QUICK LOOK AT THE MAIN STAGE KEYNOTE SPEAKERS & EVENTS
| DATE & TIME | DESCRIPTION, ROOM & SPEAKERS |
|---|---|
| Oct. 25 | 3:30 P.M. | Grand Opening of MAXX 2022 Welcome to MAXX 2022. We’re looking forward to being together in-person once again — there is nothing like it! Returning Emcee Christine Cashen will kick off the opening session. We will hear from political guests, Association President and CEO, Troy Stang, and the Association team on top priorities for 2023, and we'll have an overview of what to expect this year at MAXX. Christine Cashen, Emcee Troy Stang, President & CEO, GoWest Credit Union Association |
| Oct. 26 | 8:30 A.M. | General Session Amy Walter, popular on-air analyst and editor-in-chief of the "Cook Political Report," will join us on the mainstage to take credit unions on an insider’s tour of Washington’s politics. She’ll share just-in-time insights about our nation’s political future as the midterm elections approach. Amy Walter, Publisher and Editor-In-Chief of the Cook Political Report Curious about the future of financial services? Sultan Meghji, former inaugural chief innovation officer at the FDIC, will discuss why it’s critical for credit unions to actively embrace technology. As a noted expert in artificial intelligence, biotech, cybersecurity, quantum computing, and Web3, Sultan will address overcoming the barriers to innovation to ensure credit unions can continue to meet the needs of their member now and into the future. Sultan Meghji, Duke University Professor and former inaugural Chief Innovation Officer FDIC |
| Oct. 26 | 7:15 P.M. | CU4Kids Disco Ball Auction — THIS EVENT IS SOLD OUT! Break out your dancing shoes and best disco attire, belt out your favorite disco tune, and enjoy “Good Times” as we have fun raising our bid paddles in support of the eight Children’s Miracle Network Hospitals in our region. After the auction we will open a dance floor and look forward to seeing your best moves. |
| Oct. 27 | 8:30 A.M. | General Session Like many employers, credit union leaders face organizational culture and talent retention challenges. Join thought leader and employee culture expert, Andy Core, to discover how you can inspire engaged, loyal, and connected teams in today’s high-demand environment. Andy Core, Author and Speaker Discover your most powerful cybersecurity defense with award-winning author John Sileo. He'll share his framework for analyzing, organizing, and communicating your credit union's powerful cyber defense strategy so that you can stop hackers before it’s too late. John Sileo, President and CEO, Sileo Group |
| Oct. 27 | 3:00 P.M. | Closing General Session Learn how to build a culture that fosters and retains high-performing employees. Thought leader and renowned speaker Shane Feldman will share his strategy for creating a culture of community. Shane has researched community leadership across 29 countries, uncovering universal strategies that help leaders create engaged teams. Shane Feldman, Founder and CEO, Count Me In |
| Oct. 27 | 6:00 P.M. | Credit Union Celebration Dinner & Gala | Formerly Awards Dinner Don your semi-formal attire and join us for the “night of nights” in the GoWest Credit Union Movement. This gala is where we come together as a Credit Union Movement to celebrate the impressive work you and your colleagues are doing to “MAXXimize” the Credit Union Difference! Troy Stang, President & CEO, GoWest Credit Union Association Denise Gabel, Chief Can-do-ologist & Founder, Can-do-ology |
CU4Kids Enchanted Northwest Gala
Tickets for this year’s Enchanted Gala dinner and live auction to benefit Credit Unions for Kids are SOLD OUT.
If you’d like to be added to our waitlist should seats become available, please click here. We will reach out to you directly when seating opportunities arise.
The dinner and live auction will take place Wednesday, Oct. 6, from 6:45 to 9 p.m., during the NWCUA MAXX Convention in Boise. This year’s Enchanted Northwest Gala will celebrate the region’s beauty where we are lucky enough to live, work, and play. The entire credit union community comes together to raise thousands of dollars for eight Children’s Miracle Network Hospitals.
Should you choose to dress in your finest attire, come as a woodland fairy, or sport your best lumberjack plaid — represent what the Northwest means to you! Break out your finery, have fun, find some terrific auction items, and outbid your friends!
The silent auction will run Oct. 5 through the 6 and will be accessible to all, whether or not you attend MAXX or the live auction dinner. For more information on the silent auction click here.
Sponsorship Opportunities
We still have many opportunities to sponsor at MAXX. If you are interested in sponsoring at MAXX 2021 follow the link below.
View Our Sponsors & Opportunities
Silent Auction*
Get involved in this year’s CU4Kids Silent Auction! The Silent Auction will move to online only and will be accessible to all – whether or not you attend MAXX or the live auction dinner. Can’t attend the Auction Dinner but still want to bid on some amazing baskets? Click on the button below to register for the Silent Auction bidding. Please note — if you have already registered for the auction before it sold out, you do not need to click on the button below.
Donations Still Open
Donations are still open for Silent Auction items and baskets. Know a small business that makes the best blankets for hanging around the campfire? Or maybe you’d like to put together the perfect night out to the ballpark, with a gift card for hot dogs and popcorn included? Use your imagination to create an item or basket that will entice and excite potential bidders to help raise funds for the Children’s Miracle Network hospitals in our regions. Every basket donation brings a bid and opportunity to raise more money for the kids. We appreciate the generosity of our credit union community!
Need ideas? Here are just some small NW businesses you might consider purchasing a donation from:
| Phoenix Phurnishings Fiddle & Fern Leathers Simply Northwest From Here Bird Mafia Kizuri |
Spokandy Aunties Bookstore The Chocolat Bar Frichette Winery Michelle Beyer Quilting |
Please follow this link for more information and to fill out your donation details, and help bring the CU4Kids Silent Auction to life.
*Please note, we will not be bringing Silent Auction items to MAXX this year. The auction will be virtual so we’re asking that baskets be identified now and then shipped to winning bidders at the close of the auction. The NWCUA will provide you with the shipping address for the winning bidder in mid-October.
Live Auction
Tickets for this year’s Enchanted Gala dinner and auction to benefit Credit Unions for Kids are SOLD OUT. If you’d like to be added to our waitlist should seats become available, please click here. We will reach out to you directly when seating opportunities arise.
The dinner and live auction will take place Wednesday, Oct. 6, from 6:45 to 9 p.m., during the NWCUA MAXX Convention in Boise. This year’s Enchanted Northwest Gala will celebrate the region’s beauty where we are lucky enough to live, work, and play. The entire credit union community comes together to raise thousands of dollars for eight Children’s Miracle Network Hospitals.
Donations Still Open
We’re seeking great donations that will get people’s paddles raising high and helping us to MAXXimize the bidding for the kids. Have a vineyard tour, vacation destination or some other hot ticket item that you’d like to donate? We’d love to connect on behalf of the kids. If you’re interested in donating a live auction package or having us help custom design one for you, please reach out to Holly Miller.
Thank You Credit Union Action Committee
| Chantelle Castle, Cutting Edge FCU Jennifer Clark, PrimeSource CU Heidi Wesley-Cleveland, Verity CU Crystal Contreras, HAPO CU Laura Fenter, Numerica CU Kaycie Holland, Alaska USA FCU |
Alex Johnson, Sound CU Trudi Mayes, CapEd CU Josh Munson, Gesa CU Annette Pixley, InRoads CU Jennifer Wilson, Prime Source CU |
CPE Credits
Your Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
For more information regarding our administrative policies such as a complaint and refund please contact our offices at 800.995.9064 x 220
Speakers
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
Origence
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
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
Momentum
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
Trellance
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
Origence
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
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. […]
Ezra Eckhardt
STCU
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
Can-do-ology
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
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 […]
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
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 […]
Brian Knight
President & CEO
NASCUS
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
MAP
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
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
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 […]
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
Backbase
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 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 […]
Josh Reed
MAP
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
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
Shareholder
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
Sr. Credit Union Examiner ID
DFI
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
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
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
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
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
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 […]
Trade Show
Held in conjunction with the Northwest Credit Union Association’s MAXX Convention and Annual Business Meeting, the Strategic Link Trade Show is an opportunity to showcase your products and services to credit union decision-makers from across Idaho, Oregon, and Washington. Credit union decision makers will have the opportunity to meet you, while exploring the wide range of products and services you offer to support their day-to-day operations and strategic objectives.
Awards
The Northwest Credit Union Association is proud to recognize professionals, volunteers, credit unions, and micro-communities that have made outstanding contributions to the development and growth of the Credit Union Movement.
The nomination period is now closed.
Please contact AVP of Enterprise Engagement, Christine Ruzzi if you have any questions.
We look forward to celebrating these amazing accomplishments at the Summit Awards Dinner & Gala, held at the MAXX Annual Convention, on Oct. 7 in Boise, Idaho.
Safety & Risk Policy
Northwest Credit Union Association Attendee Acknowledgement and Assumption of Risk for In-Person Events
Assumption of Risk: Attendee assumes all risks and accepts sole responsibility for any injury (including, but not limited to, personal injury, disability, and death), illness, damage, loss, claim, liability, or expense, of any kind, that attendee may experience or incur in connection with attending the Northwest Credit Union Association (NWCUA) EVENT.
Due to the COVID-19 pandemic, Attendee acknowledges the highly contagious nature of COVID-19 and voluntarily assumes the risk of exposure or infection by attending the EVENT, and that such exposure or infection may result in personal injury, illness, disability, and/or death to attendee. Attendee understands that the risk of becoming exposed to or infected by COVID-19 at the EVENT may result from the actions, omissions, or negligence of others who may attend the event or their families, colleagues, or others with whom they may have contact. Attendee understands and agrees that this Acknowledgement and Assumption of Risk includes any claims based on the actions, omissions, or negligence of NWCUA, its employees, agents, and representatives, whether a COVID-19 infection occurs before, during, or after participation in the EVENT.
Attendee agrees to comply with all COVID-related procedures that NWCUA or the EVENT Venue may implement, including, but not limited to, mask-wearing and social distancing requirements, state health department guidance, restrictions on certain activities that carry higher COVID-related risk, such as social gatherings indoors, including bars or hotel rooms, in order to protect as much as possible the health and safety of all EVENT attendees. Failure to follow the guidance as set forth by NWCUA or the EVENT Venue will result in denial of entrance to the EVENT Venue and also forfeiture of participation in the EVENT and any related fees.
The health and safety of our members, partners, and team, are of utmost concern. The NWCUA will follow the health and safety protocols set forth by both the venue and the local authorities at the time of the event. We will continue to monitor the situation and respond accordingly.
To help keep members safe, the NWCUA will offer cotton reusable masks, personal-sized hand sanitizer, social distancing signage, as well as green, yellow, and red buttons to signal social distancing comfort levels to MAXX attendees. Hand sanitation stations, additional paper masks, and disposable gloves will be positioned throughout the meeting space. We will be also monitoring temperature checks at the two Boise Centre entrance points.
NWCUA will adhere to the standard(s) set forth at the time of the event and ask that our members do as well. Each member is asked, at the time of purchasing registration to MAXX, to read and check a Code of Conduct box. Those details may be found here. The Code of Conduct Agreement will be re-sent to all registrants one week prior to the event. We will also include updated health and safety guidelines and our corresponding efforts in messaging to attendees one week prior to the event.
Please note: Our plans will continue to evolve and center around the onsite experience and safety.
