Chad Helminak, Director of Credit Union Development & Cooperative Values Engagement | National Credit Union Foundation
In this role, Chad leads the Foundation’s signature Credit Union Development Educator (CUDE) Program and provides strategic direction and resources that help credit unions communicate and leverage their differentiating value proposition.
Since joining the credit union movement in 2006, Chad’s experience includes a variety of leadership and consultant roles in the areas of communications, advocacy, community development, research & innovation and talent engagement. Prior to joining the Foundation, he held positions with CUNA Mutual Group, Heritage Credit Union, Filene Research Institute and the Wisconsin Credit Union League.
Chad was certified as a CUDE in 2009 and has served as a facilitator and mentor for the U.S. and Africa CUDE programs. Over the years, he’s presented at industry events across the country, helped to grow numerous young professional networks, and co-created a financial literacy music project for children.
Josh Roberts, VP of System Development & Collaboration | The League
Josh is responsible for promoting credit union service and outreach, fostering opportunities for credit union growth, and leading The League’s development program for Wisconsin's young credit union professionals, the YP Network. You can also find Josh helping Wisconsin's small credit unions with operational consulting and provides strategy assistance by facilitating Strategic Planning Sessions with credit union leaders, staff and boards.
Josh has more than 18 years of experience in the financial industry, having served credit unions as a vice president, controller, and compliance officer. In fact, he joined The League’s YP program as a credit union employee and served previously as a member of the YP Advisory Board, a YP Advisor to the League Board, and a chapter president for the Metro Milwaukee Chapter of Credit Unions. He is a graduate of CUNA Management School (where he served as Class President) and a 2016 graduate of the Credit Union Development Educators (CUDE) program.
In addition, Josh is engaged in the community, serving as Board Chair for the Milwaukee Area Technical College Accounting Advisory Board. He has previously held positions and volunteered with local neighborhood associations, the American Red Cross, and local environmental organizations.