OneDigital Health and Benefits
Dana believes that each company and client are totally unique requiring customized solutions for their business model and culture. She serves as a catalyst for organizations as they structure people processes to support strategic goals. Her past experiences have included creating learning solutions for established firms expanding into new markets, improving job design for healthcare professionals, analyzing roles and salaries for IT teams following mergers, and assisting start-up firms in establishing employee policy. Consulting allows Dana to build strong relationships and help organizations move forward.
Education and Certifications (15 years of HR experience)
· Certified Professional, Society for Human Resource Management, SHRM-SCP
· Certified Facilitator through DDI (Development Dimensions International, specializing in leadership development)
· Master’s in Business Administration from Pfeiffer University
· Bachelors of Science in Business Administration from UNC Charlotte
Senior Product Strategist
Fiserv Credit Advisory Services
Bob’s recent work history includes:
Bank Solutions Group
- Partner, Boutique Payments Consulting
- Managed core banking and card engagements for banks and credit unions
- Optimized client operations across the card value chain – portfolio, product, marketing, risk, service
- Analyzed and managed the selection of card processors for issuers; negotiated card contracts
- Built out merchant private label and co-brand card products
- SVP & Group Head, Payments Consulting
- Built out card programs for top 20 U.S. card issuers
- Developed World and World Elite products for the Affluent; implemented at key MasterCard issuers
- Integrated bank and merchant loyalty and rewards programs with private label an co-brand card products
EVP Business Development
As the EVP of Business Development, Matt oversees the growth of the company through planning and executing company sales and partnership strategies. Having led the way as an executive in different financial organizations, Matt has the industry experience and personality to draw people to him. As one of the “original eight” of Visible Equity, Matt has a unique perspective on analytics, industry trends, regulations and compliance and other industry specific topics.
President & CEO
Innovative Business Systems
Mark Cox is the President and CEO of Innovative Business Solutions, LLC, a Commercial Loan CUSO located in Columbia, SC and wholly owned by 8 credit unions in SC and NC. IBS provides total back office support for a credit union’s commercial lending activities, including credit analysis and recommendations, annual reviews, management of the appraisal process, loan document generation, and servicing. The company also provides consulting services around commercial lending, including lender credit training and sales training, and participation arrangement services for its credit unions. Mark joined IBS in late 2013 after 35 years in commercial banking. After 18 years with Wachovia, where he served in roles on both the credit side and as a commercial lender and an agricultural lender, he joined the real world and was CFO of a large agricultural related company for 5 years. Mark then went back into banking when he joined Regions Bank, where he served in several commercial lending roles over a 10 year period, including commercial & industrial lending and commercial real estate lending, and as a producing City President, where he had oversight of both the commercial and consumer sides of the bank and a $250 million portfolio. He finished his banking career with Capital Bank as a commercial lender. A native of Columbia, SC, he has spent his career serving business clients in the Southeast US. Mark is a graduate of the Graduate School of Banking of the South at LSU, the Wachovia Credit Administration School and the RMA Commercial Lending School at East Carolina University.
SVP, Chief of Strategy & Co-founder
Col. (Ret) Tim Evans, J.D., LL.M. co-founded Adlumin, a cybersecurity software development company in 2016. Prior to that, Tim was the Senior Advisor, Cyber Strategy & Policy, Johns Hopkins University Applied Physics Laboratory.
Colonel Evans (Ret) commanded of the 175th Network Warfare Squadron at the National Security Agency (NSA) for six years. Col. Evans spent two and ½ years representing NSA on the White House National Security Council Sub-Interagency Policy Committee on both offensive and defense cybersecurity issues.
While Commander, he served as the Director of Operational Policy, Tailored Access Operations (TAO) (2008 to 2012) and Senior Adviser, NSA Threat Operations Centers (NTOC) (2006-2008). He currently serves on the George Washington University Active Defense Task Force.
A recognized thought leader in the financial technology and automation space. QDS consults with financial institutions ranging from 10M to 50B in assets on proper ways to align technology, staffing, and client experience.
Senior Director, Global Advisory Services
As Diebold Nixdorf’s Senior Director, Global Advisory Services, Chris is responsible for leading Diebold Nixdorf’s advisory services delivery business, which assists financial institution clients on topics related to branch transformation, customer experience, technology adoption, channel optimization and efficiency improvement. With more than 25 years of experience in retail banking and strategy consulting, Chris advises financial institutions on how to transform the branch customer experience, increase operational efficiency, leverage branch technology and digital solutions and drive sales. He has led engagements for more than 250 financial institutions in the U.S., Canada, Latin America, South Africa, Middle East and Europe, and he is a leading subject matter expert on retail banking, having presented to more than 400 institutions.
Lead Lender Relations Specialist
SBA North Carolina District Office (Charlotte)
Lead Lender Relations Specialist, US Small Business Administration, North Carolina District Office
Karen Hoskins has over 27 years of experience with the US Small Business Administration. She currently manages the Finance Department for the NC District Office and is also responsible for training lenders and senior management in a territory consisting of 27 counties.
Karen joined the SBA SC District Office in 1990 to service the Hurricane Hugo Disaster loan program. In 1993 she joined the NC District Office to become a loan analysist for both 7a guaranty loans and 504 loans. In 2011 Karen was selected to be a regional SBA trainer to train SBA Lender Relations Specialists and Senior Area Managers.
Prior to joining SBA, Karen was a lender at C& S Bank of SC, now Bank of America. She is a graduate of the University of South Carolina.
In addition to her position with SBA, Karen is co-owner of Screenmobile of Charlotte.
Shirley covers fraud, data security, and consumer compliance issues for Aite’ Group,
Ms. Inscoe brings to Aite Group 30 years of banking experience in enterprise fraud and payments issues. She has served as the chair of the BITS Fraud Reduction Steering Committee and the co-chair of Early Warning Services’ Advisory Committee, and has been a member of ABA’s Deposit Account Fraud and Payment Systems Committees.
Prior to joining Aite Group, Ms. Inscoe was the director of financial services solutions at Memento Inc., where she was responsible for guiding the company’s overall strategy and supporting product development, marketing, and sales related to payments risk mitigation. During her tenure with Memento, she worked to expand the firm’s product offerings beyond employee fraud to cover check, ACH, and wire fraud. Before that, Ms. Inscoe was senior vice president and director of payments strategy with Wachovia Bank, where she previously served as senior vice president and strategic support manager of enterprise loss management. She also served as corporate compliance manager with First Union Corporation.
Leadership Development & Employee Engagement Manager
Sharonview Federal Credit Union
Linda works for Sharonview Federal Credit Union and manages the Leadership Development and Employee Engagement programs. She has her Master’s Degree in Leadership and Organizational Change, and has spent the last 10 years of her career supporting leaders and teams develop to their full potential.
Vice President of Marketing Services
Doug MacDonald brings over 15 years of business and credit union industry experience in marketing, specializing in omni-channel marketing, data mining, target marketing, onboarding, and reboarding. He has been with Synergent for seven years and leads a team of 15 experienced and diverse marketing professionals in the areas of data mining, marketing service, creative, and production. Doug and his team are proud to currently serve over 200 credit unions nationwide.
As a member of Synergent’s Product Development team, Doug researches marketing needs and solutions, managing and developing new products and service offerings for credit unions. He has a Credit Union Certified Marketing Executive designation from CUNA and is an alumnus of East Carolina University’s College of Business, where he earned degrees in Business Administration and Entrepreneurship.
Director, Product Management
Patrick is Director / Capability Leader for Business Transformation at CUNA Mutual Group. In this role he is responsible for strategy development and execution for capabilities that drive innovation and ease of doing business. This includes leading a portfolio of initiatives and teams that develop systemic and enterprise wide capabilities for removing friction in the B2B relationship along with deploying innovative ways of increasing business value for credit unions and CUNA Mutual.
McElhenie joined CUNA Mutual Group in 1998. Prior to his current role, McElhenie served as the Director of Product Management leading CUNA Mutual’ s Lender Development Program and Corporate Sales Planner responsible for sales strategy development and execution for CUNA Mutual Group’s Lending Products and Solutions. Other positions held include Regional Sales Manager for CUNA Mutual Group’s Central Region, Manager of Business Development for the Midwest Marketing Division and Assistant Vice President-Solutions Training, where his team was responsible for product and process knowledge training for the business-to-business solution groups within CUNA Mutual Group.
McElhenie earned a Bachelor of Science degree in Business from the University of Kansas
Corporate America Credit Union
Pete was named President/CEO at Corporate America in November of 2012. He has worked in the credit union world for 30 years, 29 in corporate credit unions and 1 in a natural person credit union. Pete holds a B.S. in Finance from Cal State University and an MBA from the University of Phoenix. He has served on many committees and boards including a securities broker dealer, payment systems services corporation and a governmental affairs committee. Pete is a lousy golfer, flies Cessnas for fun and takes orders from his two daughters when not at work.
Executive Vice President of Customer Success
Al brings more than 25 years of customer success, sales, and marketing experience. He graduated from the University of Massachusetts, Amherst with a B.A. in Consumer Behavior and received his Master of Business Administration from Bentley College. Rosenbaum specializes in increasing revenue and deposits, improving customer experience & engagement, and improving call center efficiency and cost control.
Senior Director of Marketing
Buzz Points, Inc.
Tylee has more than 15 years’ experience in both B2B and B2C marketing. She has extensive experience in building brands and generating awareness for companies that range from start-ups to well-known companies. At Buzz Points, Tylee is responsible for corporate marketing and enjoys being able to speak with customers and prospects at conferences. Tylee is a graduate of the University of Texas. When she’s not at work, Tylee can be found spending time with her family or exercising with her friends at the local fitness “bootcamp.”
Management Consulting Services Practice Leader
Services: Consulting | Industries/Specializations: Business Optimization, Project Execution & Delivery, Mergers & Acquisitions, Technology Advisory, SMB Strategy, Turn-around/recovery
Tom has more than 25 years of extensive, high quality operational experience in industries including: Aerospace & Defense, Distribution, Financial Services, and Public Utilities. He has held senior leadership roles such as VP of Business Optimization, Chief Information Officer, and VP of Operations. He possesses a deep understanding of business operations and how to identify opportunities for profit maximization. Tom is highly adept at implementing and creating business focused technology programs and strategies. He possesses an in-depth understanding of emerging technologies and their commercial applications to deliver business solutions leveraging people, processes, and technology. Tom also brings more than 15 years of experience operating and leading in “Top places to work” organizations.
M.B.A., Rensselaer Polytechnic Institute
B.S., Information Systems, Rensselaer Polytechnic Institute
President & Founder
Van Deusen & Levitt Associates, Inc.
Glenn is a branding expert and C-Suite advisor to organizations all over the world. He has more than 30 years of leadership experience with some of the biggest companies and communications agencies – Procter & Gamble, Bausch & Lomb, GlaxoSmithKline, and Saatchi & Saatchi to name a few. He is also a passionate entrepreneur who has founded and led several organizations to success. His “middle child” upbringing and operational experience instilled a keen ability to see all sides of an issue, build consensus, and solve complex business challenges for his clients. By revealing both rational and emotional drivers of member behavior, Glenn has helped organizations use their brands as catalysts for growth – gaining +60%, +100%, +200%, and more. Glenn contributes his skills to non-profit organizations as a board member, trustee, and president, is a speaker and contributor on the topic of branding with national and global organizations, and is currently president of the branding firm Van Deusen & Levitt Associates, Inc.