Prior to CU Engage, Chassidy worked with the Sales and Client Relations teams at TMG (now CO-OP) and is experienced in product demos and marketing.
Chassidy is an advocate for credit unions and utilizes her experience to assist credit unions in making tough decisions to secure their future. She leverages her experience and knowledge to guide credit unions through the complex process of making vendor decisions.
Chassidy received her MBA from WGU, and undergraduate degrees from Simpson College. Chassidy resides in Adel, Iowa with her husband, daughter, cat and dog.
firstname.lastname@example.org (727) 698-9973
Director, Debit Product Strategy
TJ leads analytics and issuer sales for the global contactless team at Visa. He is excited about the next 12 months and expects 2020 to be the year when tapping a card takes off. During his 5 years at Visa, TJ has held a diverse range for roles in Marketing, Strategy, Debit and Contactless. TJ joined Visa from Northwestern University, where he majored in chemical engineering. In his spare time, TJ enjoyed listening to the Chicago Cubs on the radio, watching reruns of The Office, and playing water polo.
SVP, Regional Manager
Sean Cunningham joined Marquis in 2006 and is currently an SVP & Regional Manager. Prior to joining Marquis, Sean was Chief Marketing & Retail Officer with a community bank where his efforts were focused on leveraging data to drive return on investment and implementing and managing the bank’s sales and service initiatives. With Marquis, Sean helps credit unions across the country leverage data analytics to increase revenue through automated one-to-one marketing. Sean lives in down state Illinois with his wife and two children and is continually restoring his historic home.
Co-founder and CEO
An MBA graduate from the Wharton School and an engineer by training from BITS Pilani, Ashish spent his early career in high-tech, as a Product Manager working closely with customers from around the world. Ashish saw, first-hand, the changes in customer buying behavior – and the challenges that these changes have brought to traditional marketing, sales and service techniques. That is when the idea of Eltropy was born.
Ashish founded Eltropy with the vision of simplifying the buying experience for customers – and the engagement experience for businesses. What started as an idea, is now a revolution in the making – with customers around 23 countries leveraging Eltropy every day to make better buying decisions by leveraging the power of smartphones, text messaging and curated content.
email@example.com (805) 453-8379,
Chief Technology Officer
Pure IT CUSO
Trent has over twenty years of experience designing advanced network architectures and web-based data management interfaces that improve business operations, service quality, and cost effectiveness. As Pure IT’s CTO, Trent works closely with clients to architect the optimal solution that improves operational efficiency and security, while containing cost. During this time, he has assisted credit unions ranging from $100 million to $10 billion in assets with strategic technology roadmaps, systems and architecture design, and cloud methodologies and strategies. Trent has functioned as acting/interim CTO for credit unions.
Brinda Jaikumar is a Product Director at Visible Equity, where she oversees Deposits, Investments, Call Report, and Peer – Products. Her background is in the Financial Services industry, having worked previously at Goldman Sachs as a Vice President in their Securities Operations Division. Her formative years in the corporate world were at Hewlett Packard and then at Robert Bosch India, in accounting roles. That’s when she chose to transition into the world of finance and joined Goldman Sachs. She held various leadership roles at Goldman Sachs overseeing teams in Securities Operations and Risk & Control. While at Goldman she has successfully championed initiatives that demonstrated a sound understanding of the capital markets, mitigating potential risks and strengthening internal controls.
Brinda was born and raised in India and moved to the US when Goldman Sachs asked her to help set up a footprint for their business unit in the Salt Lake City Office. She lives in Utah with her husband and their two children. Brinda’s greatest passion include Food and Travel. She loves exploring cuisines around the world and derives her inspiration for cooking. Most of her travels with her family involve food as a major driver! She enjoys painting when she can and calls herself an ‘accidental artist’. She also loves biking with her family and playing tennis.
Brinda is currently pursuing her Executive MBA from the Marriott School of Business at Brigham Young University.
Sundeep is an educator focused on helping brands enhance consumer engagement. His insight driven workshops have helped many financial institutions define and implement a successful strategy for 2020 and beyond. He continues with his efforts to research and enhance the learning to make it actionable and relevant.
Sundeep currently chairs a digital advisory strategy council, focused on giving financial executives practical and innovating ideas on defining their consumer engagement strategy – branch transformation, digital integration, and the mobile wallet.
firstname.lastname@example.org 803-563-7677 digitalcredence.com
Executive Vice President-Compliance
Cheryl serves as JMFA’s principal compliance liaison for regulatory requirements of overdraft services, including consumer protection issues, and strategies that enhance safety and soundness. She has more than 30 years of experience in information technology and financial operations, as well as consulting, communications, training and project management. Cheryl is a sought-after authority among industry groups for compliance issues related to overdraft programs.
Senior Sales Executive – Money Movement
Ms. Peckham joined FIS, in 2014 working with financial institutions and alliance partners to offer the company’s money movement solutions. Specializing in digital payments such as online bill payment and P2P services, faster and real-time payments are increasingly becoming an area of focus. Ms. Peckham has 20 years of sales and major account management experience with national payments processing companies, including BB&T and MoneyGram International. Her previous responsibilities have included selling payment processing services to financial institutions as well as traditional money transfer services. Peckham has managed key partner relationships with top financial institutions as well as several large retail accounts. She has a B.S. in finance from Missouri State University and an M.B.A. with an emphasis in finance from St. Louis University.
CEO & Founder
If you would have asked me 34 years ago upon initiating my career that I would create a disruptive technology that is transforming retail banking I would have asked, “What is disruptive technology?” Thus my career from Advertising Executive, Branch Designer to Technology Pioneer has been a fun evolutionary journey mired in learning, creativity and technology innovation. It has been far more enjoyable and rewarding than words can express.
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.
email@example.com (800) 292-6242
President & CEO
Paladin fs & Golden Contract Coalition
Mr. Silva is a recognized and respected industry leader and negotiations expert standing for community financial institutions. An entrepreneur and industry veteran since 1991, Aaron founded Paladin fs, LLC in 2007 and launched Golden Contract Coalition in 2016. His invention of the Paladin Blue Book has leveled the playing field in contract negotiations vs. national Core & IT suppliers, gaining his clients more than $300M in cost reduction and $100M in merger value accretion. In 2018 Silva expanded Paladin to include the Fintech Advantage division, now addressing the anticipated adoption of fintech services within the industry. By the end of 2019, the GCC will have more than $1B in combined contract value – the largest banking association focused exclusively on developing a fair “Golden” contract standard that all Core, IT and Fintech suppliers will ultimately adopt in order to do business with this industry.
Community Lead/Business Development
Trusty.care’s mission is no American should go through bankruptcy because of healthcare costs.
Gustavius is an award-winning writer, filmmaker and journalist.
SEM/PPC Program Lead
I have spent nearly 20 years in the marketing industry designing, writing, strategizing and selling. For 5 years, I have been focused on Search Engine Marketing, most recently leading the SEM program at VGM Forbin. Those two decades have taught me that I hate advertising. I hate being sold, hate TV ads yelling buy this – not that. I hate 30 second pre-roll spots. 60 second spots? I hate them twice as much. I hate social campaigns with no substance. I hate “going viral.” I hate that people approach agencies looking for all of the above because I love people, and I love helping them genuinely improve their lives. Love when people feel good about their choices. I love when things work the way they’re supposed to. I love when the right information is simple to find. I love content that communicates well and media that delivers it perfectly. I love problem-solvers, risk-takers, fighters and underdogs. I love honesty, authenticity, fairness and respect. I love helping financial institutions communicate what makes them great. I love that a marketing agency like VGM Forbin can be a force for good. I love what we do.
I have worked with customers in the financial service industry since 1995. During my 15-year tenure with CUNA Mutual Group I have partnered with credit unions of all sizes across the nation. I have helped credit unions grow their memberships utilizing targeted direct mail campaigns for a broad spectrum of consumer lending products. Prior to accepting my current role, I helped manage auto lending exposure with protection against default and prepayment.
Director – Investments, Credit Union Investment Strategy Group
Oppenheimer & Co. Inc.
Tobias Timm is a Director – Investments at Oppenheimer & Co. Inc. (“Oppenheimer”) in the East Lansing, Ml office. He has over 25 years of experience, having served credit unions of all sizes since 1989. Tobias has experience in strategic portfolio analysis, customized recommendations, and trade execution. He provides bond accounting as well as customized educational sessions, and works with credit unions with assets ranging from $20 million to $8 billion