Forum 2026
All Speakers
Meet the innovative leaders, industry experts, and thought-provoking voices shaping the future of financial services. Click any speaker for more details.
Meet the innovative leaders, industry experts, and thought-provoking voices shaping the future of financial services. Click any speaker for more details.
Check out the 36+ page brochure for a comprehensive overview of the Forum 2026 — who’s attending, ticket prices, agenda, speakers, a schedule of events, and much more!

VP of Infrastructure & Security | iBusiness Funding
Ajish Abraham brings 18 years of IT security experience across major financial institutions, including JPMorgan where he orchestrated security architecture. A Rutgers University graduate with dual degrees in Accounting and IT, he holds CISSP, AWS Solutions Architect, AWS Security Specialist, and CPA credentials. His practical approach to security has been recognized through publications on the AWS Open Source Blog and speaking engagements at AWS Re:Inforce 2022. At iBusiness Funding, Ajish leads infrastructure and security initiatives, drawing on his unique blend of accounting and technology expertise.
Ajish Abraham
VP of Infrastructure & Security
iBusiness Funding

VP of AI | Seer Interactive
Alisa Scharf leads the integration of search strategy and AI innovation at Seer Interactive, where she's spent over a decade helping clients navigate seismic shifts in digital marketing. She specializes in connecting SEO to measurable business outcomes and has pioneered Seer's AI initiatives, building internal systems that empower teams to experiment and apply AI responsibly. A recognized industry speaker on topics from AI-driven search to executive communication, Alisa has guided teams through multiple eras of search evolution since 2010.
Alisa Scharf
VP of AI
Seer Interactive

Director/Global Brand Management & Activation | Citi
Anthony Bonamassa leads global brand transformation and activation at Citi, shaping visual identity systems, brand governance platforms, and integrated marketing campaigns across regions. He brings deep expertise in global brand management and creative operations from senior leadership roles at MetLife, Estee Lauder, Interbrand, and Viacom. Throughout his career, Anthony has aligned cross-functional teams to deliver cohesive brand experiences while advancing marketing capabilities through scalable tools, streamlined processes, and enhanced brand standards.
Anthony Bonamassa
Director/Global Brand Management & Activation
Citi

SVP/Product Marketing & Innovation | Marquis
With more than 25 years of financial expertise, Ben Udell is the driving force behind future-proofing banks and credit unions at Marquis. A recognized leader in digital innovation, he works at the intersection of technology, marketing, and data analytics. Ben is a leading banking expert in practical generative AI applications and was recently named one of Bank Beat's "Rising Stars in Banking." He also serves as a faculty member of the ABA's Stonier Graduate School of Banking.
Ben Udell
SVP/Product Marketing & Innovation
Marquis

VP/Retail Sales Manager | INB
Cayla Keyes leads INB's Retail Sales division, overseeing branch management, consumer lending, data analytics, product development, and sales strategy. In her role, she focuses on developing and implementing revenue-driving initiatives, strengthening sales processes, and optimizing branch-level performance to support both growth and exceptional customer experience. Cayla brings hands-on expertise in balancing innovation with operational excellence at a growing community bank.
Cayla Keyes
VP/Retail Sales Manager
INB

Director of Marketing | First Interstate Bank
Chad Langford is an accomplished marketing professional with decades of experience driving breakthrough growth, revenue, and market share in competitive industry segments. He combines leadership, communication, and collaboration skills with extensive expertise in digital marketing best practices and automation tools. Chad is known for hiring, scaling, and developing diverse, high-performing teams that consistently deliver results, creating cultures recognized for superior engagement and retention.
Chad Langford
Director of Marketing
First Interstate Bank

Best-Selling Author, International Crisis & Negotiation Expert
Chris Voss spent 24 years at the FBI, serving as lead international kidnapping negotiator and hostage negotiation representative for the National Security Council's Hostage Working Group. He represented the U.S. Government at G-8 conferences as a kidnapping expert and was the lead crisis negotiator for the FBI's New York City Division. Trained in negotiation by the FBI, Scotland Yard, and Harvard Law School, Chris received the Attorney General's Award for Excellence in Law Enforcement. He now applies these globally proven techniques to help businesses negotiate more effectively.
Chris Voss
Best-Selling Author, Negotiation Expert

Managing Director | Rivel Banking Research
Corey Wrinn oversees all sales, marketing, research, and operational functions at Rivel Banking Research, which conducts primary research on U.S. banking customers. The research analysis informs clients on market position, identifies growth opportunities, and monitors community impact. Before joining Rivel, Corey was the inaugural Director of Institutional Research at Choate Rosemary Hall, building data-informed decision-making systems. His background includes positions in enrollment management focusing on market survey insight and predictive modeling. Corey holds an MPA from UConn and a project management certificate from Cornell.
Corey Wrinn
Managing Director
Rivel Banking Research

Deputy CMO | Flagstar Bank
Daniel Darst is an executive marketing and brand strategist whose career spans two decades across leading financial institutions. A Yale graduate, he has served in CMO roles at Citi, JPMorgan, Neuberger Berman, and Saxo Bank. At Flagstar, he oversees enterprise brand architecture, creative strategy, and end-to-end marketing integration across all major business lines including Private Banking, Commercial Banking, Consumer Banking, and Mortgage. Daniel is known for pairing strategic leadership with an intellectual approach to brand building, combining data, behavioral insight, and narrative craft.
Daniel Darst
Deputy CMO
Flagstar Bank

SVP/Marketing | Newground
Danielle Calcara is a visionary leader, journalist, writer, designer, and strategist with 17 years as a media marketing executive. Winner of 10 Emmy Awards, 11 Global Entertainment Marketing Academy of Arts Awards, and two National Edward R. Murrow Awards, she has led brand development and transformational marketing for major television networks including CBS, NBC, FOX, CW, and MyNetworkTV. Her bold creative and research-based strategies have driven historic growth in media markets across the country. Danielle joined NewGround International in 2025.
Danielle Calcara
SVP/Marketing
Newground

Chief Strategy Officer | StrategyCorps
Dave DeFazio leads strategy-setting efforts at StrategyCorps, working directly with financial institutions to design, build, and implement checking solutions. His extensive financial services experience spans data, marketing, and technology intersections. A highly sought-after industry speaker, Dave has shared thought leadership on fintech innovations, mobile banking, customer engagement, product profitability, and changing consumer behaviors. He downloads banking apps for fun on weekends and talks about them at dinner with his family. Dave graduated from Ohio Wesleyan with degrees in Economics and Mathematics.
Dave DeFazio
Chief Strategy Officer
StrategyCorps

VP/Managing Director | Deluxe
Derek Elmerick guides marketing analytics strategy for Deluxe's data-driven marketing division. He oversees database marketing and analytics while directing research and development initiatives. Derek works with a highly motivated team helping clients convert data into actionable, measurable insights that maximize shareholder value. His prior management consulting experience at American Management Systems focused on financial services software development and systems integration. Derek holds an MA in Statistics from Harvard, an MS in Mathematics from Purdue, and a BS in Mathematics from Indiana University.
Derek Elmerick
VP/Managing Director
Deluxe

EVP/Chief Marketing & Communication Officer | Northwest Bank
Devin Teles-Cygnar leads brand, marketing, and customer experience at Northwest Bank during a period of significant transformation. His career spans financial services, fintech, and digital-first organizations, including leadership roles at PNC Bank, Fifth Third Bank, and Fidelity National Financial. Devin is recognized for bringing modern brand strategy into legacy environments while maintaining disciplined focus on measurable growth. Known for building high-performing teams and elevating customer experience, he helps organizations compete with clarity and confidence in a rapidly shifting marketplace.
Devin Teles-Cygnar
EVP/Chief Marketing & Communication Officer
Northwest Bank

SVP/AI Optimization Strategy | Claritas LLC
Don Sklenka brings nearly 25 years of digital marketing experience spanning production, UX/UI design, media strategy, Dynamic Creative Optimization, and artificial intelligence. He spent most of his career at global agency networks including Publicis and dentsu, leading omnichannel strategies for Fortune 500 brands across retail, CPG, automotive, and healthcare. At Claritas, Don scales the company's patented AI solutions across creative, media, and audience performance, helping clients deliver smarter campaigns through real-time decisioning, generative creative, and predictive analytics.
Don Sklenka
SVP/AI Optimization Strategy
Claritas LLC

Chief Economist and Managing Director | Stifel Nicolaus & Co.
Dr. Lindsey Piegza translates economic data and market-moving events for Stifel's institutional and private wealth clients. She specializes in economic trends, world economies, financial markets, and monetary policy. A highly sought-after speaker featured on CNBC, Bloomberg, CNN, and Fox Business, she serves as Chair of SIFMA's Economic Advisory Roundtable and sits on the Chicago Federal Reserve Advisory Committee. Named a 2019 Women of Influence by Chicago Business Journal, Dr. Piegza holds a Ph.D. in Economics from City University of New York and two degrees from Northwestern.
Dr. Lindsey Piegza
Chief Economist and Managing Director
Stifel Nicolaus & Co.

President | Haberfeld
Dr. Sean Payant leads a dynamic team at Haberfeld focused on enhancing banking strategies for community financial institutions. With a rich background in account management, business development, and consulting, he has dedicated his career to fostering growth within organizations. Sean serves as faculty at prestigious banking schools and holds a Ph.D. in Psychological Studies in Education, reflecting his commitment to understanding the human element in business. He has authored multiple articles on banking strategies and marketing alignment.
Dr. Sean Payant
President
Haberfeld

Chief Experience Officer | DBSI
EJ Kritz is a global Customer Experience strategist who has helped some of the world's most recognized brands across financial services, retail, and hospitality. Drawing on leadership roles with TD and Santander, he now drives next-generation experience design for banks and credit unions nationwide at DBSI. EJ is a top-rated guest on Banking Transformed (the #1 podcast in banking), a featured speaker at The Financial Brand Forum, and a regular contributor to The Financial Brand and other leading publications.
EJ Kritz
Chief Experience Officer
DBSI

VP/Growth Strategies | Meritrust Credit Union
Emily Stewart serves as a driving force behind Meritrust Credit Union's growth strategies, with strong proficiency in bank marketing, customer insights, and marketing technology. She leads key initiatives spanning marketing campaigns to fintech advancements. Emily's relentless pursuit of innovation and her expertise in leveraging customer insights, market research, and analytics serves as a catalyst for many strategic growth initiatives, helping position Meritrust for continued expansion.
Emily Stewart
VP/Growth Strategies
Meritrust Credit Union

CEO/Co-Founder | Rival
Eric Fulwiler builds businesses through modern marketing, management, and innovation practices. Over 15 years, he has helped build some of the world's biggest brands, from billion-dollar startups to Fortune 50 enterprises. Eric spent a decade in the agency world and was a first-15 employee and Managing Director of EMEA for VaynerMedia, founded by Gary Vaynerchuk. He also served as Chief Marketing & Commercial Officer for 11:FS, a global fintech consultancy that builds digital banking solutions.
Eric Fulwiler
CEO/Co-Founder
Rival

CEO & Chief Digital Strategist | WSI
Eric Cook
CEO & Chief Digital Strategist
WSI

CEO/President | Adrenaline
Gina Bleedorn leads the country's premier brand experience company focused on financial services. One of Adrenaline's original founders, she has exemplified the company's culture and vision for more than 20 years. Known for strategic and analytical prowess, razor-sharp customer insight, and skill leading transformational change, Gina inspires the industry through compelling thought leadership. She is regularly featured in publications, keynotes at leading conferences, and serves as co-host of the award-winning Believe in Banking Podcast.
Gina Bleedorn
CEO/President
Adrenaline

VP/Marketing | Suncoast Credit Union
Harrison Aquino
VP/Marketing
Suncoast Credit Union

Principal/Product Management | Naehas
Hayat Yahia leads the Marketing Domain at Naehas, driving end-to-end modernization of how financial institutions manage offers, disclosures, and governed content. She shapes strategy, designs best-practice models, and partners across Product, Marketing, and Compliance to execute solutions that scale from intake to campaign activation across all channels. Her work reduces risk, accelerates time to market, and elevates enterprise marketing performance for financial institutions.
Hayat Yahia
Principal/Product Management
Naehas

AVP/Brand Communications & Strategy | Financial Center
Jake Engle oversees corporate communications, public relations, and brand experience for this fast-growing Indianapolis-based credit union. With nearly a decade of experience in financial services, he has helped banking brands bring new energy to their stories, creating culturally relevant messaging centered on financial health and well-being. Recognized as an Indianapolis Business Journal "20 in their Twenties" honoree and Credit Union Times "Rising Star," Jake combines creativity, energy, and strategy to reimagine consumers' relationships with financial services.
Jake Engle
AVP/Brand Communications & Strategy
Financial Center

President and Chief Strategy Officer | SLD
Jean-Pierre Lacroix leads Shikatani Lacroix Design, a global branding firm specializing in transforming customer experiences. With 45 years running design firms, he has helped manage the transformation of major organizations worldwide. His core philosophy is that brands need to own emotional connection through strategic design—what he calls "The Blink Factor." Coauthor of the best-selling The Business of Graphic Design and author of The Belonging Experience and Desire by Design, Jean-Pierre has offices in Toronto and Shanghai.
Jean-Pierre Lacroix
President and Chief Strategy Officer
SLD

Senior Director of Security & Risk Governance | Chime
Jeff Whiteside brings nearly two decades of security risk management experience across healthcare, finance, and manufacturing. At Chime Financial, he leads Governance, Risk, and Compliance, developing and implementing the company's security risk management program. A CISSP, CISM, and ISO27001 Senior Lead Auditor, Jeff has built multiple GRC teams and helped organizations achieve their risk management goals. He has presented at industry conferences including ISACA and NACUSAC, sharing practical insights on security challenges.
Jeff Whiteside
Senior Director of Security & Risk Governance
Chime

Chairman, President & CEO (and former CMO) | Citizens Bank of Edmond
Jill Castilla is a nationally recognized banking leader and innovator in financial technology. She took the helm of a struggling Citizens Bank of Edmond in 2009, navigating one of the fastest turnarounds during the financial crisis. Named American Banker's "Community Banker of the Year" and consistently rated among the "25 Most Powerful Women in Banking" for 11 consecutive years, she also founded ROGER, the fastest-growing digital military bank in the country. Jill currently serves on the Federal Reserve Federal Advisory Council alongside CEOs of the nation's largest banks.
Jill Castilla
Chairman, President & CEO (and former CMO)
Citizens Bank of Edmond

Co-publisher of The Financial Brand and host of the Banking Transformed Podcast
Jim Marous is consistently rated as one of the top 5 most influential people in banking and one of the most sought-after keynote speakers for industry events. He is co-publisher of The Financial Brand and owner of the Digital Banking Report. Jim has been featured on CNBC, CNN, Forbes, The Wall Street Journal, New York Times, and The Economist. He has advised the White House on banking policy and is a contributor for Forbes and the Breaking Banks radio show.
Jim Marous
Co-Publisher, The Financial Brand

CEO | Market Insights
Joe Sullivan founded Market Insights to help community-based financial institutions with market-specific, data-driven insights and strategies for sustainable growth. A consultant, author, and professional speaker with over 30 years of experience, his themes of growth, innovation, and motivation appear throughout his work. Joe is a founding faculty member for the Graduate School of Banking at UW-Madison's Digital Banking School and teaches at the Ohio Bankers League Management School. His energetic style consistently makes him a top-rated speaker.
Joe Sullivan
CEO
Market Insights

CMO | Peak Bank
John Hanley has been a force for creative change and customer growth during 20 years of bank marketing and customer experience leadership. He strives to deliver best-in-class solutions to customers across local, regional, and digital channels. A certified financial marketing professional, John earned his CMO leadership designation from Northwestern University. He is president of his local Humane Society and helps lead future bank marketers with the ABA.
John Hanley
CMO
Peak Bank

SVP/Retail Innovation and Strategy | Forward Bank
John Kaprelian is responsible for Retail, Mortgage, and Customer Support at Forward Bank. He aims to identify revenue opportunities, enhance operational efficiency, and strengthen the bank's commitment to community-focused banking. His role focuses on driving retail innovation and strategic initiatives that position the bank for sustainable growth.
John Kaprelian
SVP/Retail Innovation and Strategy
Forward Bank

Head of Brand | Truist
Joli Murtha is a transformative marketing leader with over 25 years driving enterprise-level growth through innovative advertising and integrated marketing. At Truist, she played a pivotal role in shaping the company's identity—leading development of the Truist name, visual identity, and brand architecture for the first major bank formed in the digital era. Her career includes delivering measurable impact across highly regulated industries at Blue Cross Blue Shield, AT&T, and SunTrust. Joli holds an MBA from Georgia State University.
Joli Murtha
Head of Brand
Truist

SVP/Marketing | Vystar
Jonathan Hanson brings over 18 years of financial services marketing experience to VyStar Credit Union, the second-largest credit union in Florida serving more than 1 million members with assets over $14 billion. As SVP of Marketing Strategy and Member Engagement, he is responsible for all performance marketing efforts, marketing research insights, regional marketing, and member satisfaction initiatives that support VyStar's ambitious growth goals.
Jonathan Hanson
SVP/Marketing
Vystar

Chief Creative Officer/Creative Director & Principal | Strum
Josh Streufert leads a multidisciplinary team of creative professionals, designers, and writers in shaping brand experiences that move people. Known for sharp conceptual thinking and a human-centered approach, Josh has earned hundreds of national awards for branding and advertising. What matters most to him is impact: helping financial institutions grow, differentiate, and build lasting emotional connections with the people they serve.
Josh Streufert
Chief Creative Officer
Strum

CXO | Adrenaline
Juliet D'Ambrosio leads brand experience for Adrenaline and its clients, overseeing strategy, analytics, brand, and design. Renowned for an empathy-led, research-driven approach, she has 20-plus years' experience building notable global brands including Coca-Cola, Virgin, Samsung, the International Olympic Committee, Visa, and S&P Global. A journalist turned strategist, Juliet oversees editorial strategy for Believe in Banking, co-hosts the award-winning Believe in Banking Podcast, and is regularly tapped by industry trades for her branding expertise.
Juliet D'Ambrosio
CXO
Adrenaline

SVP/Manager of Paid Media | Regions Bank
Katherine Eddleman oversees a multimillion-dollar, cross-channel media program driving brand awareness and customer growth for one of the nation's largest regional banks. With over 15 years in marketing, she collaborates with top-tier agencies to seamlessly integrate upper-funnel brand storytelling with high-impact, data-driven digital campaigns. Her innovative approach spans traditional and digital channels including TV, connected TV, social media, search, and programmatic advertising. Katherine holds degrees from Auburn University and the University of Alabama.
Katherine Eddleman
SVP/Manager of Paid Media
Regions Bank

CEO of Pathfinders and Assistant Teaching Professor at the University of Notre Dame
Kelly Ball has spent his career in financial marketing, leading Pathfinders in helping banks, credit unions, and fintechs tackle brand building, credit cards, associate training, and integrated campaigns. He also serves as an assistant teaching professor at the University of Notre Dame, bringing real-world expertise to the classroom. Kelly is known for his authentic, engaging presence and unique ability to simplify the complex, breaking down big ideas into actionable steps audiences can implement with confidence.
Kelly Ball
CEO of Pathfinders and Assistant Teaching Professor at the University of Notre Dame

Chief Marketing Officer | JMMB Group
Kerry-Ann Stimpson is a CMO with over 20 years of experience specializing in strategic marketing, digital marketing, and brand leadership. A member of the Forbes Communications Council, she contributes thought leadership on internal marketing and communications strategy. As CMO of the Caribbean-based JMMB Group, Kerry-Ann is also an international speaker and producer/host of The Internal Marketing Podcast. She holds an MBA in Marketing from the University of Maryland's Robert H. Smith School of Business.
Kerry-Ann Stimpson
Chief Marketing Officer
JMMB Group

VP/Experience & Engagement | United Heritage Credit Union
Kevin Farley
VP/Experience & Engagement
United Heritage Credit Union

Innovation Leadership Expert & Champion of Crazy Ideas
Kyle Scheele has been called "the patron saint of crazy ideas." Whether hosting the world's first fake marathon, having a Viking funeral for the regrets of 21,000 people, or gaining a million TikTok followers in 25 hours, Kyle is always on the lookout for crazy ideas that produce wildly outsized outcomes. His projects have been featured in Fast Company, WIRED, The Washington Post, and BuzzFeed. With videos viewed over 250 million times, he has spoken to hundreds of thousands of audience members nationwide.
Kyle Scheele
Innovation Leadership Expert

Lincoln James Inc. | Co-Founder
Lincoln Parks is a community-bank growth strategist focused on transforming digital experience and AI-driven personalization into competitive advantages for community institutions. A former VP of Marketing & Innovation at a Georgia community bank, he has run initiatives that increased digital reach, accelerated deposit acquisition, and launched real-time online banking experiences. Lincoln served as Chair of the Henry County Chamber of Commerce in 2021. Raised in the Bahamas before making Georgia home, his mission is to enable local banks to win in a digital-first world.
Lincoln Parks
Lincoln James Inc.
Co-Founder

COO/Head of Business Banking Strategy | Citizens Bank
Manny Tocco is a transformational leader with over 20 years of experience across commercial, business, and retail banking. He leads Business Banking coverage teams nationally, focusing on companies generating $1MM-$50MM in revenue. Previously as COO of Business Banking, he led a division serving more than 340,000 customers, managing $8.5 billion in commitments and $22 billion in deposits. Manny has spearheaded major initiatives including credit portfolio integration, national SBA strategy development, and the successful launch of Citizens Private Bank.
Manny Tocco
COO/Head of Business Banking Strategy
Citizens Bank

SVP/Market Expansion | FNBO
Marc Butterfield leads market expansion and new product development at FNBO, overseeing initiatives within the Partnership division. His groundbreaking projects include the consumer digital banking app Milli, transaction enrichment service Ordem, card-as-a-service platform Bend, and the AI-powered Cattle ID platform. Named one of American Banker's Innovators of the Year in 2023, Marc is an active member of the ABA's Innovation and Investment Committees. He holds the Key to the City of Omaha and a BA from the University of Nebraska at Omaha.
Marc Butterfield
SVP/Market Expansion
FNBO

Vice President, Partnership Operations | FNBO
Mark Spotanski leads Marketing Execution and Project Management for FNBO's credit card partnerships. He oversees all new partner launches, major strategic initiatives, client relationship management, and execution of print, digital, and on-property marketing campaigns. Mark also directs conversion and pricing activities and contributes to the Partnership Management Committee. With nearly 25 years in financial services and credit cards, he has held leadership roles across marketing, client management, technology, and operations.
Mark Spotanski
Vice President, Partnership Operations
FNBO

VP of Product Marketing | Vystar
Mary Gustafson brings over a decade of experience in financial services and digital marketing to VyStar Credit Union. She leads award-winning programs across financial wellness, payments, and product innovation. Mary is currently spearheading VyStar's AI marketing initiative to advance automation, personalization, and data-driven member engagement, positioning the credit union at the forefront of marketing innovation.
Mary Gustafson
VP of Product Marketing
Vystar

Chief Marketing Officer | Fifth Third
Melissa Stevens is Executive Vice President and CMO at Fifth Third Bancorp, responsible for creating a strategic sense of place for customers, employees, and communities. She oversees marketing, Enterprise Workplace Services, and Corporate Communications. Since joining in 2016, Melissa has been integral to the bank's digital transformation, designing integrated, seamless customer experiences. Named among American Banker's Most Powerful Women in Banking for four consecutive years, she previously held senior roles at Citigroup including COO of Citi FinTech and head of Citi's Consumer Innovation Labs.
Melissa Stevens
Chief Marketing Officer
Fifth Third

Innovation Advisor | Profor
Mike Toner is a technology entrepreneur specializing in AI, blockchain, and their applications in regulated industries. As a CMO, he helped global brands like LVMH, Diageo, and General Motors harness 3D, AR, and blockchain for e-commerce and Web3 experiences. His career includes leadership roles at Berkshire Hathaway's Business Wire and Navy Federal where he led social and digital marketing. A frequent speaker at industry events and host of a popular podcast on AI and blockchain, Mike holds an MBA from Drexel University.
Michael Toner
Innovation Advisor
Profor

Founder & CEO | Liquid Death
Mike Cessario founded Liquid Death, one of the fastest-growing non-alcoholic beverage brands, and was recognized by Time 100 Next 2024 as an emerging leader shaping the future. Liquid Death uses comedy and entertainment to make health and sustainability more fun, packaging water in infinitely recyclable tallboy cans that compete with energy drinks and junk food. Previously, Mike worked in the agency world as a creative executive at VaynerMedia, Crispin Porter Bogusky, and Humanaut, working with brands including Netflix, Organic Valley, and Toyota.
Mike Cessario
Founder & CEO
Liquid Death

Chief Marketing Officer | Golden 1 Credit Union
Mike Daum oversees all marketing, branding, sponsorships, communications, and community relations at Golden 1, one of the nation's largest credit unions serving over 1.1 million members throughout California. His career spans nearly three decades leading integrated go-to-market growth and brand strategies for three of the most admired brands in financial services: Golden 1, USAA Bank, and KeyBank.
Mike Daum
Chief Marketing Officer
Golden 1 Credit Union

Director of Digital Transformation/Financial Services | Capgemini
Mujesira Dudic partners with major U.S. banks to modernize their marketing, personalization, and offer-management capabilities. She leads go-to-market strategy across data, AI, and martech programs, helping institutions unlock real-time personalization, accelerate campaign velocity, and build scalable marketing operating models. Mujesira brings a practical, outcomes-focused perspective on how financial services organizations can reinvent marketing to deliver meaningful customer value.
Mujesira Dudic
Director of Digital Transformation
Capgemini

Chief Creative Officer | HBT Marketing
Nancy Harhut is Co-Founder and Chief Creative Officer at HBT Marketing, a consultancy specializing in applying human behavior techniques to marketing. Clients include H&R Block, AARP, and Transamerica. She previously held senior creative management positions at IPG and Publicis agencies, working with Dell, Bank of America, and AT&T. A regular international conference keynoter, Nancy has been recognized as an Online Marketing Institute Top 40 Digital Strategist and Ad Club Top 100 Creative Influencer.
Nancy Harhut
Chief Creative Officer
HBT Marketing

CEO | Fintel Connect
Nicky Senyard is a two-time founder with over 25 years in performance and SaaS marketing technology. She successfully exited her first affiliate technology company in 2016 before co-founding Fintel Connect, a leading partner marketing platform exclusively designed to help financial brands scale digital growth. Named the 2025 Industry Legend at the Global Performance Marketing Awards, Nicky's insights have been featured in Forbes and American Banker. Under her leadership, Fintel Connect now supports over 100 financial brands and 6,000+ affiliates.
Nicky Senyard
CEO
Fintel Connect

Chief Research Officer | Cornerstone Advisors
Ron Shevlin has been a management consultant for more than 25 years, working with leading financial services, consumer products, and manufacturing firms worldwide. As Chief Research Officer at Cornerstone, he authors numerous corporate and commissioned research reports. Considered one of banking's most notable experts, Ron writes weekly for Forbes and has published hundreds of articles for his Snarketing blog. A seasoned professional speaker, his insights and quirky sense of humor are in high demand for trade events and podcasts.
Ron Shevlin
Chief Research Officer
Cornerstone Advisors

Co-Founder and CEO | MX
Ryan Caldwell founded MX in 2010 and serves as Chairman of the Board. Before MX, he built and successfully exited several technology startups and consulted in Silicon Valley, Singapore, and London for some of the world's leading companies including Visa and Microsoft. Ryan's mission is to empower the world to be financially strong through open finance and data connectivity.
Ryan Caldwell
Co-Founder and CEO
MX

SVP/Growth | Brand Active
Sarah Icely Hill shapes how BrandActive thinks about growth—not just marketing and business development, but connecting across functions, scaling what works, and building trust at every touchpoint. Her background spans HR, IT, strategy, and growth, grounding every initiative in purpose and solving for the people who matter most. Curiosity is her throughline: she walks outside daily, reads constantly, and has visited over 50 countries, always believing there's something new worth discovering.
Sarah Icely Hill
SVP/Growth
Brand Active

Senior Director of Payments Intelligence | JD Power
Sean Gelles leads research on consumer payment behavior and emerging trends across financial services. His work focuses on how generational shifts—particularly among Gen Z and Millennials—are transforming preferences for payment methods from BNPL and debit to digital wallets and pay by bank. Sean advises leading financial institutions on competitive marketing strategy, product innovation, and customer experience in the rapidly evolving payments ecosystem. His insights are regularly featured in national media and industry forums.
Sean Gelles
Senior Director of Payments Intelligence
JD Power

EVP/Head of Client Services | FirstBank
Sean Sanchez
EVP/Head of Client Services
FirstBank

VP/Marketing Strategy | Vericast
Sharon Cook brings extensive marketing and communications experience from leadership roles across financial services. Prior to Vericast, she had an extensive career at the Federal Home Loan Bank of Atlanta as SVP and CMO, leading marketing strategies, crisis communications, and digital marketing transformations. She also worked at CDC Federal Credit Union as VP of Marketing Services, successfully implementing CRM systems and increasing investment portfolio revenue. Sharon holds degrees from Georgia State University and Brenau University.
Sharon Cook
VP/Marketing Strategy
Vericast

Futurist, Digital Strategist & Award-Winning Storyteller
Taryn Southern is an award-winning storyteller and creative technologist exploring the intersection of emerging technology and human potential. With 750+ million YouTube views, she has two decades of story and brand strategy experience for digital audiences. Her groundbreaking AI experiments include composing the world's first AI pop album in 2017, cloning herself in 2020, and directing a Tribeca Film Festival documentary on brain-computer interfaces. At a leading implantable neurotechnology company, Taryn oversaw marketing for funding rounds totaling over $230M.
Taryn Southern
Futurist & Award-Winning Storyteller

SVP Strategic Managed Services | Digital Onboarding
Tricia Hrotko's career spans fintech, banking, and advertising industries. She leverages her expertise to help financial institutions form winning strategies, create meaningful accountholder relationships, and achieve measurable results through smart technology. Tricia has worked with a fintech startup through mid-growth stage, held executive roles across three banking institutions, and worked with national brands in the agency world. She brings a unique perspective on digital engagement and customer onboarding.
Tricia Hrotko
SVP Strategic Managed Services
Digital Onboarding

SVP/Enterprise Data Management | Renasant Bank
Troy Carmichael leads data management at Renasant Bank, a regional institution with nearly $30 billion in assets and 280+ offices across the Southeast. Under his leadership, Renasant transformed from traditional siloed data to a modern cloud-based ecosystem supporting all business lines. His expertise was instrumental in positioning the bank for successful acquisitions including the 2025 merger with The First Bancshares. With 35 years in business and IT across Fortune 50 companies to boutique firms, Troy holds degrees from Auburn University and the University of Alabama.
Troy Carmichael
SVP/Enterprise Data Management
Renasant Bank

America’s First Black Female Combat Pilot
Vernice "FlyGirl" Armour is America's first Black female combat pilot, serving two tours in Iraq as a Marine and as a diversity liaison officer to the Pentagon. Inducted into the Speaker Hall of Fame in 2025 with three honorary doctorates, she launched VAI Consulting & Training in 2007 to help individuals and organizations create breakthrough results. Her story has been featured on CNN, MSNBC, The View, FOX News, and Oprah Winfrey. FlyGirl is also a former professional women's football running back and two-time Strongest Warrior Competition title holder.
Vernice "Flygirl" Armour
America’s First Black Female Combat Pilot

VP/Program Managment | Axos Bank
Vito Zerilli
VP/Program Managment
Axos Bank

CEO/Founder | Seer Interactive
Wil Reynolds founded Seer Interactive in 2002 with a vision to combine digital expertise with deep commitment to community impact. Under his leadership, Seer has expanded into a top-tier digital marketing agency offering SEO, Paid Media, Analytics, and Creative services for clients from mid-sized to Fortune 500 across banking, higher education, SaaS, high tech, and pharma. As a certified B Corp, the Seer team is dedicated to crushing goals for clients while uplifting their community—and each other.
Wil Reynolds
CEO/Founder
Seer Interactive

World-renowned entrepreneur, hospitality expert, and best-selling author
Will Guidara is author of the National Bestseller Unreasonable Hospitality, chronicling his lessons in service and leadership. As former co-owner of Eleven Madison Park, he led the restaurant to four New York Times stars, three Michelin stars, and the #1 spot on the World's 50 Best Restaurants list in 2017. Will hosts the Welcome Conference, an annual hospitality symposium. A Cornell hospitality graduate, he was named one of Crain's 40 Under 40 and received WSJ Magazine's Innovator Award.
Will Guidara
Entrepreneur & Hospitality Expert

award-winning cybersecurity professional
Yaamini Barathi Mohan is a Vulnerability Response Champion at Dell Technologies with a Master's in Cybersecurity from Johns Hopkins University. Her achievements earned prestigious accolades including RSA Security Scholar, WiCyS Conference Student Scholar, and Black Hat Student Scholar awards. She serves as Vice President of Women In Cybersecurity Austin chapter and volunteers for Secure Diversity. Yaamini has mentored multiple professionals and presented at conferences including Hack RedCon, Bsides Bloomington, CornCon, and CyberCon, advocating for gender equality in cybersecurity.
Yaamini Barathi Mohan
Award-Winning Cybersecurity Professional

Senior Audit Manager | CapitalOne
Yan Zhang is a seasoned audit and technology risk leader with over 13 years of experience in cybersecurity, infrastructure, and operational technology. At Capital One, he leads a team focused on cybersecurity and emerging technology risks, specializing in Financial Crimes Compliance technologies. Previously as VP of Technology Audit at MUFG Bank, he directed more than 30 audits covering network security, data loss prevention, and cloud infrastructure. Yan began his career at BlackRock and J.P. Morgan Chase, building expertise in IT general controls and SOX compliance.
Yan Zhang
Senior Audit Manager
CapitalOne
