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Lisa Coffey

Chief Innovation Officer

Corporate America Credit Union

With nearly 35 years’ experience in payment services operations and product development for corporate credit unions, Lisa Coffey is a true expert and advocate for the credit union industry. She was president of her own LLC Consulting Company, offering payment operation consulting services on best practices, strategic planning, product development & implementations, policy and procedure development and consultative solution selling.

Lisa has served at the executive level for over 25 years as VP, Payment Operations, Chief Operations Officer and is currently the Chief Innovation Officer at Corporate America Credit Union. In her most recent role she oversees payment operations, product development and business development. Lisa serves on The Clearing House’s Real Time Payments Advisory Committee as well as FRB’s FedNow Pilot Program. Additionally, Lisa is currently serving on NACHA’s Board of Directors and Payments Institute 2023 Board of Regents.

Mark Cox

President & CEO

Innovative Business Solutions

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 from 1995-2000. Mark then went back into banking when he joined Regions Bank in 2000, where he served in several commercial lending roles over a 10-year period, including commercial & industrial lending and commercial real estate lending, where he handled traditional commercial real estate loans such as office and industrial properties, and was very active in the affordable housing finance arena financing over 10 Low Income Housing Tax Credit projects totaling over $100 million. As a producing City President, he had oversight of both the commercial and consumer sides of the bank and a $400 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.

Adam Cruickshank

Senior Associate Consultant

Rivel Banking Research

Adam consults with bank and credit union leadership, drawing from Customer and Prospect Benchmark report data to help bank executives assess, tailor, and track their marketing, customer retention, and branch expansion strategies. 

Prior to joining Rivel, Adam worked for ADP in small business sales. He managed a large client list, prospected a defined territory, and maintained relationships with banks and CPAs. Responsible for creating his own leads, Adam used different marketing/multitouch campaigns to engage local business, set meetings, and close deals. 

Adam enjoys playing squash and basketball in addition to spending time with friends and family. Interests include photography and leatherworking — a COVID lockdown-honed skill he has now managed into a creative side business. 

Adam graduated from Queen Margaret University (Edinburgh, Scotland) with second-class honors, upper division in Human Biology. For his national fencing achievements for the university, he was awarded Full Blues, the highest athletic honor bestowed by a university. 

Val Edobor 

Account Executive 

Glia 

Val Edobor is a SaaS journeyman focused on building lasting relationships, currently at Glia Inc. working with over 250+ CU’s. He hails from Boston, MA, and is a FinTech and value-based enthusiast. 

Jen Ehmcke

Senior Consultant, Modernization Analytics & Comm

Wipfli

Nicholas Hinrichsen

CEO/Co-Founder

WithClutch

Nicholas Hinrichsen got his MBA at Stanford’s Graduate School of Business before he started a digital car retailing company in 2013 which he sold to Carvana in 2017.After 3 years with Carvana, Nicholas and his co-founder Chris Coleman teamed up again to start Clutch, with the goal to turn Credit Unions into FinTech lenders. Within less than two years, the founders raised $41M in venture capital, acquired 67 Credit Unions as client and power the Credit Unions’ consumer facing account opening and loan origination experience.

Eric Loehr

Chief Revenue Officer

Reseda Group

Eric Loehr is the Chief Revenue Officer at Reseda Group. In this role, Eric oversees and optimizes all revenue-generating activities as it relates to Reseda Group’s service offerings and products. Prior to joining Reseda Group, Eric was the Vice President of Michigan Solutions where he was responsible for identifying, evaluating, contracting and on boarding new MCULSC partners. Prior to that, Eric spent nineteen years in the telecom technology space which included managing the Sprint Credit Union Program. He has held various sales leadership roles selling into both the government and enterprise sectors. 

Eric resides in Michigan with his wife of 26 years, Anne, and can be found on weekends in the Pere Marquette River, outdoors, or visiting his adult children, Carly and Jake. 

Trevor Nelson

Member Experience Liaison

VolCorp

Trevor Nelson is VolCorp’s member experience liaison, assisting member credit unions in implementation of credit union products and services, special projects and strategic planning. Trevor is a West Virginia native, and graduate of West Virginia State University with a with a background in marketing, public relations and advertising. Before joining VolCorp, Trevor started his journey in the credit union movement as a business development specialist for Element Federal Credit Union. 

Dave Norton

CRO

Eltropy

Dave Norton has decades of experience building and selling SaaS solutions, big data analytics, AI and BI, data aggregation and data platforms. As Chief Revenue Officer at Eltropy, the leading digital conversations platform for community financial institutions, he oversees the company’s go-to-market strategy and leads the sales and marketing groups. Prior to this, Dave held executive roles and achieved hyper-growth for organizations including LiveView Technologies, MX, and Xactware. He has an MBA from Northwestern’s Kellogg School of Management and an undergraduate degree from Brigham Young University. 

Lisa Pavelski

Director of Digital Capabilities, Lending Member Experience

TruStage

Lisa Pavelski is the Director of Digital Capabilities for the Lending Experience Unit. In her role she is accountable driving the strategy to meet the evolving consumer needs and expectations leveraging digital integrations and marketing tactics. Pavelski joined TruStage in September of 2019 as the Senior Manager of Digital Connections for Consumer Insurance. Prior to TruStage, she has held various leadership roles in Consumer Experience, Brand Management, Print & Digital Marketing, Product Management and Operations in the consumer products sector. Pavelski graduated from the University of North Texas with an MBA in Strategic Management and received her Bachelor’s Degree in Marketing & Management from Northwest Missouri State University. She and her husband are the proud parents of Jake (22) and Marlee (14) and two fur babies Max and Millie who loves to make Teams call appearances. In her free time, she enjoys long distance running and triathlons.

Dave Richter

Vice President

Performance Trust Capital Partners, LLC

Dave joined Performance Trust in 2015, bringing a wealth of experience to the firm. He began his career in the securities industry in 1996, specializing in the fixed-income markets. His analytical focus has allowed him to teach portfolio managers representing some of the larger investment portfolios in the country. Prior to joining the firm, Dave spent nine years at Fixed-Income Capital Partners, where he partnered with many of the firm’s depository institution customers to implement specifically tailored investment strategies in order to increase shareholder value. 

Dave graduated from the University of Wisconsin-Whitewater with a Bachelor of Business Administration degree and received his MBA. He is Series 7 and 63 registered. 

Brad Thien

Relationship Manager, Daybreak CIFI

Aunalytics

Brad Thien has been providing cutting-edge business solutions for over 35 years with a focus on serving the financial industry. With experience ranging from bank teller to VP of Item Processing and Operations at a $2B financial institution, he has deep insight into how mid-size institutions can leverage strategic partnerships to overcome obstacles throughout their business. In addition to streamlining customer service and enhancing member experience, Brad has experience with a significant number of IT solutions that aim to reduce operating costs, improve efficiencies, and increase revenues, including managed IT services, IT security, cloud hosting, and data management. As Relationship Manager with Aunalytics in Intelligence Solutions, he continues helping mid-size financial institutions understand and use technology to improve customer relationships, strategically deliver new products and services, and drive competitive advantage.

Carlos Vega

Director, Digital Strategy

Wipfli

Carlos Vega is a diversified digital strategy and transformation expert who has worked in multiple senior roles in strategic planning, finance and IT. He has held various senior digital transformation roles for some of the largest automotive and automotive finance organizations in the world, along with large financial institutions, banking software companies and fintech startups. He is passionate about breaking down customer frustration points by building engaging experiences using data, research and emerging technologies. Carlos believes the status quos in many industries needs to be challenged and reinvented in order to evolve and survive due to the current digital evolution.