Our speakers bring valuable insights, experiences, and expertise to tackle the ever-changing landscape of credit union technology, risk management, and compliance challenges. Explore our lineup of thought-provoking sessions and peer-to-peer discussions, where these industry leaders provide actionable strategies and perspectives essential for shaping the future of credit union technology.
Nickie Christianson is a seasoned financial services leader with over 15 years of experience in the industry, including nearly five years specializing in fraud risk management. Currently managing a high-performing team of 13, Nickie has led efforts that have prevented more than $80 million in fraud losses year-to-date through a combination of strategic oversight, data-driven decision-making, and strong team development. Known for a collaborative and member-centric approach, Nickie works closely with internal and external partners to identify where risk mitigation intersects with member experience—ensuring protections are effective without compromising service quality. A strong advocate for innovation, Nickie actively partners across teams to implement automation, AI, and machine learning solutions that reduce operational volume, improve efficiency, and enhance overall service delivery.
Greg Dawson is a seasoned Fintech and AI technology expert at TFL Tech Inc., with over 30 years of experience driving innovation, growth, and scalable technology solutions across startups, enterprises, and global markets. He is currently launching Core Banking Software and Lending Solutions for TFL in the U.S., specializing in Credit Union member acquisition, multicultural engagement, Millennial and Gen Z growth, AI-driven fintech, and cross-platform integrations. From 2021–2025, Greg led Core Banking platform implementations for Credit Unions, including a Spanish-speaking Credit Union in South America. Previously, as Senior Technology Consultant and Director at Saritasa (2011–2021), he led sales, business development, and SaaS initiatives across mobile, web, IoT, and embedded systems. As a founding management team member at Escrow.com (1999–2005), Greg helped scale the company from 5 to 138 employees, supporting its growth into the world’s largest online escrow provider and securing long-term escrow services for eBay Motors. Greg is a trusted advisor to Credit Unions, banks, and fintech companies worldwide.
Nathan Grossenbach is an experienced credit union executive, serving with Shoreline Credit Union as its CEO for the past 8 years. When Nathan joined Shoreline Credit Union, it faced imminent closure due to MBL, Accounting, and Compliance-related issues. Through transparent communication, program overhaul, and effective management, Shoreline Credit Union is a thriving credit union with a full suite of products, services, and only one NCUA visit in the last six years.
Chris Hilliard is CEO and Founding Member of Winnow, where he leads a team transforming how financial institutions navigate regulatory requirements. Winnow is an advanced online platform that helps users generate tailored surveys and searches based on a dynamic database of federal and state laws and regulations. With 20+ years in consumer, commercial, and mortgage lending, Chris brings deep expertise in compliance, BSA/AML, licensing, and legal functions. He is a CRCM, CCEP, and a California Licensed Life, Accident & Health Agent. Chris has held senior roles at major financial institutions, overseeing compliance, risk, litigation, and product development. He is passionate about using technology to drive compliance efficiency and innovation.
Aanand Kapadia is the Head of Digital Banking Transformation at PenFed Credit Union, leading the Consumer Banking Technology roadmap, experience design, portfolio management, and agile practices. He also serves as product manager for PenFed’s mobile app and digital platforms. A financial services veteran with 10+ years of experience, Aanand has a strong record of delivering digital transformations that improve customer experience and efficiency. Before PenFed, he held leadership roles at JPMorgan Chase, focusing on product strategy and innovation in consumer banking. Aanand is passionate about secure, seamless, human-centered digital experiences and uses emerging tech and agile methods to drive improvement. He is dedicated to shaping the future of digital banking through a member-first mindset and cross-functional collaboration.
Rick Kapur is Chief Experience Officer at Chevron Federal Credit Union, a $5B+ institution in the San Francisco Bay Area. With 34 years in financial services, including 26 years at Citibank in progressively senior leadership roles, he leads enterprise strategy across member experience, marketing, operations, branch channels, business development, and the contact center, with a focus on measurable outcomes. Rick has led large-scale transformations to modernize service delivery across digital and in-person channels and strengthen operating models. He contributes to enterprise governance across risk, asset liability, member experience, and digital initiatives. Rick holds an MBA from the USC Marshall School of Business and a Bachelor’s degree in Management from Pepperdine University.
Cris Mattoon currently serves as Chief Risk & Compliance Officer for Michigan First Credit Union, having served in similar roles with fintech partner bank Cross River, fintech Railsr, and establishing a digital de novo bank at The Auto Club Group. Cris specializes in fostering collaborative federal and state legislative and regulatory relationships and leading enterprise transformation projects to optimize member-centric innovation with safety and soundness. Cris is a Certified Compliance and Ethics Professional (CCEP), Certified Anti-Money Laundering Specialist (CAMS), and a licensed attorney.
Currently the Chief Experience Officer at Missouri Central Credit Union, Matt Monge is a recognized leader in strategy, branding, culture, and growth & transformation in the financial industry. A former Credit Union Times Trailblazer 40 Below honoree, he has spent nearly two decades as an executive, consultant, and speaker, helping organizations drive growth and change. His thought leadership has been featured in Training Magazine’s Top 125, CU Insight, and Global Workforce Transformation’s ‘Top Future of Work Voices You Should Know.’ Inc.com and Business Insider have cited his expertise-for just one word. His teams have won branding awards from CUES, CUNA, and MAC, including CUES Golden Mirror for Brand of the Year. A Mensa member and USA Basketball Gold Certified Coach, Matt holds a Master’s in Organizational Leadership from Gonzaga University.
Valerie Moskal is Chief Growth & Lending Officer at TRUE Community Credit Union in south central Michigan. She is responsible for leading all lines of business that strategically impact TRUE’s growth and revenue, including direct and indirect consumer lending, real estate and business lending, investment services, and deposit acquisition strategies. She has over a decade of C-Suite experience delivering on strategic priorities to maximize volume and growth, while authentically delivering on the credit union’s mission to cultivate legacy defining moments for members. Valerie earned her Master’s of Science in Administration from Central Michigan University, the Senior Professional in Human Resources (SPHR) designation and the Certified Credit Union Executive (CCUE) certification.
Elizabeth Osborne is an accomplished operations and IT executive in the greater Chicago area with deep expertise in the credit union and banking industries. Recognized by American Banker as one of the “Most Powerful Women in Credit Unions” in 2023 and 2024, she has excelled in roles including CIO of Community Banking and M&A Integration for a regional bank. As Chief Operations Officer at Great Lakes Credit Union (GLCU), Elizabeth oversees Technology, Digital, Deposit Operations, Product Management, and the PMO. Her strategic leadership, data-driven decision-making, and focus on process improvement drive operational excellence and innovation. Skilled in management, risk, analytics, and strategic planning, she champions partnerships with FinTechs to enhance efficiency and growth. Elizabeth holds an MBA in Finance from Endicott College, a BS in Leadership from Northeastern University, and a DEI Certificate from Cornell University.
Jason has served as President & CEO of Everwise since March 2022. He brings extensive leadership experience from major cooperative banking institutions. Starting his career at Delta Community CU in 2005, he led lending, strategy, HR, and analytics. In 2012, he became Chief Lending Executive at Alliant CU, where he also directed product strategy, member experience, and digital transformation. Jason holds degrees from Georgia State, Emory (MBA), and a Master’s in Operations Research & Management. He completed executive studies at Kellogg and Stanford, and serves on the South Bend Chamber board and Indiana’s Young Presidents’ Organization.
Paul Provenzano, Head of US Market Development for ebankIT, has long partnered with community financial institutions to navigate digital transformation and align technology with evolving consumer expectations. More recently, Paul is focused on leveraging AI and open APIs to deliver secure, human centered digital banking experiences that deepen consumer engagement and strengthen the performance of the digital channel.
Jeff Rothmeyer joined CU1 in June 2020 as Chief Lending Officer with over a decade of lending experience. He launched CU1’s commercial real estate department, now a national leader in 1031 exchange financing, generating nearly $1.5B in its first five years. Promoted to Executive VP in 2022, Jeff built an indirect lending program that now closes nearly $300MM annually in Chicagoland. His strategies have driven major growth, job creation, and strong interest and fee income. Jeff expanded consumer, small business, and residential real estate products and built a national loan participation sales team selling about $350MM annually. He oversees support staff, processing, policy, underwriting, and all lending divisions, including commercial, consumer, indirect, VISA, and mortgage. His leadership has been crucial to CU1’s success and repeated Top Workplace awards. CU1 now operates in 9 states with 33 branches and maintains major athletic and organizational partnerships.
Thomas Sebok is the Chief Commercial Banking Officer for Citadel Credit Union, bringing more than 20 years of experience in commercial and business banking. He joined Citadel from JPMorgan Chase, where he served as Executive Director of Business Banking, leading growth and retention in the firm’s largest and most competitive market, Midtown Manhattan. Previously, Tom was Executive Vice President and Business Banking Territory Executive at PNC Bank, overseeing 317 employees across 15 states and driving commercial growth and client expansion strategies. At Citadel, Tom focuses on strengthening relationships with business members and partners, aligning his deep expertise in banking and community engagement with Citadel’s mission to build financial strength in the communities it serves. He holds an MBA from Pace University and a BA from Montclair State University.
Lisa Stowe is a risk and compliance executive with 15+ years of experience modernizing governance frameworks across digital-first financial services. As VP of Enterprise and Operational Risk at Mountain America Credit Union, she drives enterprise risk strategy, compliance alignment, and operational resilience for a rapidly evolving, technology-enabled institution. Her approach unites risk and compliance into data-driven frameworks that improve clarity, scalability, and decision-making. She specializes in risk taxonomy alignment, regulatory change management, and optimizing data to connect controls and business insights. Previously, Lisa spent 13 years at Ally Bank, rising to Senior Director of Enterprise Compliance Programs, where she led risk assessments, policy governance, and third-party transformation, achieving notable efficiency and cost savings. A frequent industry speaker, she advises executives on using data maturity to elevate governance. Lisa holds a BBA from Western Governors University.
Jason Tilley is an accomplished technology executive with over 30 years of credit union IT experience and a strong record of strategic leadership in financial services. As CIO at 1st Advantage Federal Credit Union, he shapes the organization’s technology vision, drives digital transformation, and ensures operational excellence. His expertise spans IT governance, cybersecurity, strategic planning, and regulatory compliance. Jason also hosts The Knowledge Stack, a podcast exploring the intersection of finance and technology, where he shares insights on emerging trends and innovation strategies. Previously, he held IT leadership roles at ABNB and Picatinny Federal Credit Unions, leading modernization and infrastructure initiatives. Dedicated to continuous improvement, he mentors IT professionals and helps financial institutions leverage technology to deliver secure, efficient, and member-focused services.
Christine West is Senior Managing Partner, Financial & Professional Services, in Info-Tech’s Executive Services. She brings 20+ years of experience in wealth management and life insurance. As VP, Wealth Management & Insurance at Canada Life, she led a 300+ person team driving strategy and technology delivery, shifting to a product-centric model and scaling DevOps. She spearheaded a $100M+ modernization program, migrating 15 legacy back-office systems to advance digital and automation roadmaps, boosting efficiency, resiliency, and security while enabling client and advisor portals. At Manulife, as AVP of contact center technology, she implemented AI/ML/RPA solutions such as natural language IVR, biometrics, and speech analytics, enabling self-service, faster responses, and data-driven improvements. Christine also has expertise in anti-money laundering systems, data analytics engines, and large-scale digital workplace programs. She holds a BA in Economics and an MLIS from Western University.
With 17 years as Chief Marketing Officer at a $2.5B credit union serving over 230,000 members, Mandy Zurbrick brings deep industry expertise in using data to drive member growth, engagement, and retention. Now, as Director of Strategic Consulting, she helps credit unions turn insights into action – bridging strategy and execution and building smarter campaigns that deliver real results. Mandy speaks with the voice of experience and a passion for helping credit unions thrive in a data-driven world.
Complete the form below and we’ll email you a reminder as the event gets closer.