Speakers

Mike is Chief Economist and Deputy Chief Advocacy Officer for Policy Analysis at America's Credit Unions, which he joined in 1992.  His economic analyses regularly appear in numerous industry publications and financial media. He serves on the board of the Filene Research Institute and on the board of Summit Credit Union, a $6.2 billion financial cooperative with over 240,000 members.  

Carrie is Chief Advocacy Officer at America’s Credit Unions. She leads the organization’s advocacy strategy and relentless efforts to elevate credit union priorities. She has over 2 decades of experience in consumer finance and financial services law, credit union regulations, association lobbying, and was most recently President and CEO of the Virginia Credit Union League. 

Samantha is a growth and business transformation strategist in fintech. She has over two decades of C-suite experience and helps fintech and community financial institutions refine their strategic bets, focus on their end-consumer, and create precision around their P&L. Previously, she was Chief Experience Officer of Co-op Solutions, which served over 3,500 financial institutions and 60 million consumers. 

In 2010 John created the Center for Financial Literacy at Champlain College, where he's been its Director ever since. He's a popular source for national conversations around financial education, where he's been recognized by the White House, the CFPB, the Financial Literacy Education Commission, the FDIC and a wide variety of media outlets. He's past co-chair of the Vermont Financial Literacy Commission.

Yvonne is SVP, Client Growth Management, Velera. With more than two decades in the payments industry, Yvonne Stelpflug is dedicated to helping credit unions grow, adapt, and serve their members with excellence. Since joining the credit union industry in 2014, she has leveraged her expertise in operations, product development, financial performance optimization and strategic management to drive meaningful results. In her role at Velera, Yvonne leads the Client Growth Management team, empowering institutions with robust solutions and industry insights to transform their visions into reality.

Sam is Managing Director of TruStage Ventures . . . the venture capital arm of the TruStage insurance, investment and technology company. Sam's firm invests in fintech companies with potential for CUs. Sam's prior experiences include investment banking in insurance, asset management, wealth management and fintechs, and as founder and CEO of  Wherewithal, LLC, a fintech startup focused on helping digital consumers kick-start and automate savings.

Arjun is founder of Ascent Platform, a venture-backed company transforming how credit unions use data to better serve  members. Launched during the Paycheck Protection Program (PPP) Ascent allows anyone to create forms, applications, and experiences for members and employees alike that are consistent and pre-filled with all available known information, increasing application success, reducing abandonment, and decreasing time to completion. Ascent redefines how CUs leverage data to better serve members.

Gregg is Fraud & Strategy Manager at Digital Federal Credit Union. He has  over 30 years of experience in financial services and insurance, spending most of  of the past 18 years in security and fraud delivering solutions in cyber fraud prevention, fraud operations improvement, customer education and awareness, risk assessment and fraud regulatory remediation. He is a Certified Fraud Examiner and a retired Certified Information Systems Auditor.

Meghan is CEO of FiVerity, advancing Collaboration in the fight against fraud for the financial industry. FiVerity provides a secure, real-time intelligence-sharing platform for compliance, risk, and fraud professionals to collaboratively enhance detection, mitigation, and response. Meghan brings extensive experience at JPMorgan, UBS, and Wells Fargo. She's a graduate of Harvard Business School’s Program for Leadership Development.

Adam is AVCU's chief statehouse advocacy strategist and President of Necrason Group, Vermont's leading government and public affairs firm. Adam and his firm are ranked as top Vermont lobbyist and lobbying firm by Seven Days. He regularly works with leaders of Fortune 500 companies, Vermont businesses, public interest groups, trade associations, quasi-governmental agencies and community leaders.