Speakers

 

Jonah Berger

Marketing Professor, Wharton School at the University of Pennsylvania

Jonah Berger is a marketing professor at the Wharton School at the University of Pennsylvania and bestselling author of Contagious: Why Things Catch On and Invisible Influence: The Hidden Forces that Shape Behavior.

Dr. Berger has spent over 15 years studying how social influence works and how it drives products and ideas to catch on. He’s taught Wharton’s top ranked online course, published dozens of articles in top-tier academic journals, consulted for a variety of Fortune 500 companies, and popular outlets like the New York Times and Harvard Business Review often cover his work.

 

 

 

 

 

 

 


Doug Duncan

Senior Vice President & Chief Economist, Fannie Mae

Douglas G. Duncan is Fannie Mae's senior vice president and chief economist. He is responsible for providing all forecasts and analyses on the economy, housing, and mortgage markets for Fannie Mae. Duncan also oversees corporate strategy and is responsible for strategic research regarding external factors and their potential impact on the company and the housing industry. He serves as a voting member of the Fannie Mae Finance Committee.

Under his leadership, Fannie Mae’s Economic and Strategic Research Group won the NABE Outlook Award, presented annually for the most accurate GDP and Treasury note yield forecasts, in both 2015 and 2016 – the first recipient in the award's history to capture the honor two years in a row. In addition, the Group was awarded Pulsenomics best home price forecast.

Named one of Bloomberg / BusinessWeek's 50 Most Powerful People in Real Estate, Duncan is Fannie Mae's source for information and analyses on the external business and economic environment, the implications of changes in economic environment to the company's strategy and execution, and forecasting for housing activity, demographics, overall economic activity, and mortgage market activity.

Prior to joining Fannie Mae, Duncan was Senior Vice President and Chief Economist at the Mortgage Bankers Association. His experience also includes service as a LEGIS Fellow and staff member with the Committee on Banking, Finance, and Urban Affairs for Congressman Bill McCollum in the U.S. House of Representatives, and work on the Financial Institutions Project at the U.S. Department of Agriculture.

Duncan received his Ph. D. in Agricultural Economics from Texas A&M University and his B.S. and M.S. in Agricultural Economics from North Dakota State University.


Alison Fett

AVP Talent Development, Verve a Credit Union

Alison Fett has been the Assistant Vice President of Talent Development at Verve a Credit Union for the past three years. In this role, she strives to create a culture of servant leadership through developmental trainings and one-on-one coaching. Alison takes pride in serving those around her and inspiring others to do the same. Her leadership style is one of self-discovery, empowerment, candor, and unconditional love. Alison firmly believes servant leadership is a journey not a destination.

Prior to working for Verve, Alison was the principal at Lourdes Academy Elementary Schools in Oshkosh, Wisconsin while coaching their girls’ basketball team. Alison has also worked for the NBA, NCAA, and NBC. In her earlier years, she was a personal trainer and high school secretary. 

Through all her experiences, Alison has discovered serving one another is key to fostering a great culture and, ultimately, enhances the bottom line. She believes when you take care of your team, your team will take care of your members, and the results will come. In 2016, Alison had the opportunity to share her message at CUES CEO/Executive Team Network in Savannah, Georgia, where she was named a Finalist in the CUES Next Top Credit Union Executive Competition. 

Alison received her Bachelor’s degree in Radio, TV, Film and her Master’s degree in Educational Leadership from the University of Wisconsin-Oshkosh.  When Alison is not working, she enjoys golfing, watching basketball, fishing, creating arts/crafts, public speaking and, last but not least, dance parties with her two children Vincent – (“Vinny”, 6) and Penelope – (“PJ”, 3).

She lives by the motto: “Who you are is good enough; don’t ever stop creating better versions of yourself. It feels great to grow.”


Jeffrey Hayzlett

Primetime TV & Radio Host and Best-Selling Author

Jeffrey Hayzlett is a global business celebrity, a prime time television show host on C-­Suite TV, and a radio host on CBS Radio’s Play.it and C-­Suite Radio. From small businesses to international corporations, his creativity and extraordinary entrepreneurial skills have enabled him to lead ventures blending his leadership perspectives, insights into the c-­suite and business strategy, mass marketing prowess and affinity for social media. He is a well-traveled public speaker, the author of the bestselling business books, The Mirror Test and Running the Gauntlet, and one of the most compelling figures in business today.

Jeffrey is a leading business expert, cited in Forbes, SUCCESS, Mashable, Marketing Week and Chief Executive, among many others. He shares his executive insight and commentary on television networks like Bloomberg, MSNBC, Fox Business, and C-­Suite TV. Hayzlett is a former Bloomberg contributing editor and primetime host, and has appeared as a guest celebrity judge on NBC’s Celebrity Apprentice with Donald Trump for three seasons. Drawing upon an eclectic background in business, buoyed by a stellar track record of keynote speaking and public appearances, and deeply rooted in cowboy lore, Jeffrey energizes his role driving and delivering change. He is a turnaround architect of the highest order, a maverick marketer who delivers scalable campaigns, embraces traditional modes of customer engagement, and possesses a remarkable cachet of mentorship, corporate governance, and brand building.

 


Sundeep Kapur

Chair of Digital Advisory Strategy Council

Sundeep Kapur has been helping brands define their OMNI-channel strategies. He has had the opportunity to help many financial institutions create and execute a successful consumer engagement strategy. His specialty lies in helping brands adopt digital by focusing on fundamentals – reduced cost, security, and driving revenue - all towards improving lifetime member value.

He is an industry-recognized expert who has delivered keynotes, run panels, and delivered "relevant, inspirational, and outstanding" education for organizations around the world. In addition to direct work with clients, he writes articles for magazines, teaches yoga, and is invited to speak at a number of financial conferences.

Sundeep currently chairs a digital advisory strategy council, focused on giving financial executives practical and innovative ideas on defining their member engagement strategy – branch transformation, digital integration, & the mobile wallet.

 


Ken Otsuka

Senior Consultant Business Protection Risk Management, CUNA Mutual Group

Ken Otsuka is a senior consultant in Business Protection Risk Management for CUNA Mutual Group. In this role he assists credit unions in identifying areas of risk in their operations and recommends appropriate loss controls to reduce loss exposure.

Otsuka joined Risk Management in 1990 after spending eight years as an auditor with another insurance company and is also responsible for researching and analyzing emerging risks for product development along with developing resource and other training material for credit unions.

A graduate of Northern Illinois University, Otsuka earned a bachelor’s degree in accounting. He received his Certified Public Accountant (CPA) designation in 1982.

Otsuka is frequently asked to speak by various organizations on a variety of fraud and compliance topics. He also provides training for credit union employees. Otsuka is considered an expert on Federal Reserve Regulation CC and often conducts training seminars on the regulation.

 

 


David Peterson

Speaker, Bestselling Author, and Entrepreneur

FinTech pioneer and seasoned entrepreneur David Peterson has spoken in front of thousands of audiences over the past three decades, and his adventurous keynotes cover the entire life cycle of a business. He is a bestselling author, international speaker, corporate trainer, executive coach, and his unabashed passion for infusing excitement into otherwise banal topics makes him a repeat speaker for countless organizations and associations.

David is a leadership speaker who has walked the talk. He was the founder of Goldleaf Technologies, a leading provider of electronic payments software and online banking services to independent financial institutions in the United States, where he was also instrumental in establishing electronic banking and payment systems for commercial banks. Now, David is the Chief Strategic Officer of i7strategies, and independent strategic planning and consulting firm for financial services and electronic payment initiatives. Peterson also served as Executive Consultant for Q2, a market-leading virtual banking software and services company based in Austin, Texas, where he focused on enterprise-wide strategic initiatives, client collaboration, and executive consulting.

 

 

 


Tansley Stearns

Chief Impact Officer

As Filene Research Institute’s Chief Impact Officer, Tansley Stearns moves the best of Filene’s research and innovation into action. With more than 18 years of credit union leadership experience across a variety of functional areas, she knows how to help an organization move ideas forward to drive business results. She has a passion for learning, creating, and executing.

In her previous roles at credit unions she was responsible for developing and implementing strategy and leading and driving business with all frontline teams including the call center, branches, lending, training, compliance, marketing, and business development. Tansley has been a key member of the Guiding Coalition at two credit unions, helping to build and develop sales and service cultures. She also helped her credit union win first place in both the Dora Maxwell and Louise Herring awards.

Tansley was one of the original credit union professionals chosen to be a participant in Filene’s i3 innovation program. In her three years with i3, she worked with other credit union executives to create innovative projects including SmartScore, Decision Point, and Debt in Focus. Credit Union Times named her a Trailblazer 40 Below in 2013.

Tansley earned her BA dual degree in Psychology and English at the University of Michigan. She is a Credit Union Executive Society Certified Marketing Executive and Certified Senior Executive. She also is an Alumni Emeritus of Michael Neill and Associates. When not actively executing new ideas, Tansley can be found running marathons or dancing to the Dave Matthews Band with her daughter MacKenzie.