Dr. Louise Beaumont
Louise works with legislators and regulators to create disruption, with companies to cope with disruption, and with start-ups to exploit disruption – with open and available data as the guiding principle. She works with legislators and regulators in her role chairing techUK’s Open Banking and Payments working group, as a member of Pay.UK’s End User Advisory Council and via membership of various groups at Open Banking. She works with corporates to cope with disruption both in her advisory role to Bottomline and as a public speaker. She has invested in and holds board and advisory roles with Funding Options (FinTech), Signoi (AI) and Message Heard (podcasting).
Josh Cook, CEO | Community Choice Credit Union
Josh is considered a visionary leader and creative thinker. Josh started with Community Choice CU (CCCU) in 2002 as the Marketing Manager and has expanded his role to include everything from marketing to branch operations with plenty in between. During his seventeen years at CCCU he has gained considerable attention for creative work amassing over forty national marketing awards. Josh’s marketing success is attributable to his ability to view challenges and opportunities with consumer behavior in mind. This success led to his creation of Choice Creative Solutions (CCS) in 2012. CCS is a credit union service organization operating under CCCU specializing in marketing. Under Josh’s leadership and vision, CCS has expanded its capabilities and grown sales year over year utilizing tactics uncommon within the industry. Perception thinking is cornerstone to Josh’s approach to sales success no matter the organization he is serving. Josh believes that successful product sales most often exist due to perception not reality. This lead importance approach led to development of a software as a service (SaaS) product created by Josh and developed by CCS in 2014.
Amy Downs, President/CEO | Allegiance Credit Union
Amy is a survivor of the Oklahoma City bombing. The explosion in her building killed 168 people, including 18 of her 33 co-workers at the now Allegiance Credit Union. Amy fell three stories and was buried alive for over six hours. Today, Amy is the award-winning President/CEO of Allegiance CU. Since the explosion, Allegiance CU grew by 400% and is consistently voted Best Place to Work in Oklahoma. Amy is the author of Hope is a Verb, a book detailing her journey from victim to champion and responding to a crisis that leaves your credit union stronger than it was before.
Tim Klatt, Director of Retail Strategies | LaMacchia Group
Tim brings over 15 years of experience in geographical market analysis, strategy development and large-scale retail deployments for regional and national financial institutions, restaurants and big box brands. Tim has most recently helped La Macchia Group establish its newest division, Vivalociti, to enable financial institutions to leverage data and technology to curate the next wave of in-branch experiences.
Steve Rick, Chief Economist | CUNA Mutual Group
Steve is an economic researcher, analyst and forecaster with an expertise in consumer markets and the credit union industry. Steve's forecasts are the starting point for the strategic planning process and help create a clear understanding of the underlying trends and links between the general economy, the financial services industry, and CUNA Mutual Group's policy owners. Steve was previously the senior economist for CUNA's Economics & Statistics Department for 22 years. In addition to his work at CUNA Mutual Group, he serves on the Board of Directors of the UW Credit Union. The owner of a B.S. in Finance and a B.S, an M/S and a Ph.D in Economics, Rick shares his fiscal and economic expertise as a senior lecturer with the Economics Department at the University of Wisconsin-Madison and the facilitator/instructor of CUNA Management School's Stanford Bank Game.
Rory Rowland, CCUE, Consultant, Speaker, Author
Rory specializes in programs that help credit unions improve their lending, technology, leadership, and communications skills. After serving as president of two credit unions, Rowland began using his experience and specialized credit union background to help others in the movement become more effective. He has presented his high-energy and humorous programs in all 50 states over the past 25 years, as well as in Canada and Mexico.
Rachel Scott, Branding Manager | LaMacchia Group
Rachel brings over eight years of experience crafting brand identities and brand experiences for financial institutions that have included several award-winning projects.
Cedric Thurman, SVP, Chief Diversity Officer, Group Head, Community Investment & Diversity & Inclusion | Federal Home Loan Bank of Chicago
Cedric is responsible for shaping the company's culture to provide opportunities for all employees and help FHLB be a catalyst for change for its member institutions and the communities they serve. Since 2017, Cedric is the Founder and CEO of Talks Inc., a not for profit organization being developed to provide life skills programming for youth via video-based conversations. Cedric previously served as U.S. Head of Inclusion at BMO Harris Bank. He was responsible for the diversity and inclusion strategy for the U.S. while overseeing BMO’s Enterprise Resource Groups in the U.S. and Canada, as well as compliance related activities. Cedric is very active in Chicago’s civic community. Currently serving on a number of boards such as the Governing Board of UCAN, where he is Vice Chair and also Chairs the Diversity Advisory Board; the Board of Directors for Urban Initiatives and the Central Division Board member for Junior Achievement of Chicago.
2019 Wisconsin Ideation | Local Development (WILD) Innovators
Fourteen Innovators - and their credit unions - participated in the WILD Initiative. They represent a broad cross section of credit union sizes, membership and geography, as well as a diverse array of roles within the credit union. They engaged in a nine-month, collaborative process to create, test and implement financial products, services and business model ideas to benefit members.
The participants included: Jessie Alarcon, Dane County CU; Ryan Balts, Royal CU; Jessica Dreier, Co-Op CU; Meagan Fleming, Heartland CU; Alex Krukowski, Capital CU; Fisnik Lumani, UW CU; Lydia Lynch, Capital CU; See Natzke, Capital CU; Chris Pater, Altra Federal CU; Mackenzie Schultz, Altra Federal CU; Alexandra Westerhausen, Simplicity CU and Kathy Westphal, Corporate Central CU.