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Industry Speaking Engagements
CU WealthNext leadership available for conferences, panels, and industry events
Former NCUA Examiner with extensive experience in strategic risk management and regulatory compliance.
Speaking Expertise:
Strategic Risk Management
Regulatory Compliance & Navigation
DeFi, Stablecoin and Tokenization
Serving Underserved Communities
Credit Union Strategic Planning
Digital Insight Founder recognized as one of the Top 25 Most Influential by Future Banker.
Speaking Expertise:
Digital Banking Innovation
Fintech Partnership Strategy
Wealth Management Technology
Member-Focused Solutions
Digital Transformation
Popular Speaking Topics
Strategic Fintech Partnerships
Wealth Management Democratization
Regulatory Innovation
Digital Transformation
Speaking Engagement Request
Available for keynotes, panel discussions, workshops, and industry conferences. Complete the form below to discuss how our leadership can contribute to your event.
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Media Inquiries
For press inquiries and media requests, please contact our communications team.
info@cuwealthnext.com