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Industry Speaking Engagements

CU WealthNext leadership available for conferences, panels, and industry events

Joshua Herman

CEO & Co-founder

Former NCUA Examiner • NAFCU Certified Risk Manager

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

Paul Fiore

Executive VP & Partner

Digital Insight Founder • Top 25 Most Influential (Future Banker)

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.

Press Releases

Media Coverage

Media Inquiries

For press inquiries and media requests, please contact our communications team.

info@cuwealthnext.com