CU Water Cooler

Keynote Speakers


Duncan Wardle

Former Head of Innovation and Creativity at the Walt Disney Company

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LinkedIn Profile

Workshop: DEMYSTIFYING DESIGN THINKINg

This is more than just an innovation workshop, it’s a verifiable game changer for participants. As a leading innovation consultant, Duncan Wardle shares his insights from his former career of over 25 years at The Walt Disney Company, including his time serving as the Head of Innovation and Creativity. That’s right, you’ll be learning from the man that pioneered the Disney Innovation Process!

You’ll be trained on creative problem-solving, learning how to identify new opportunities within the marketplace, take calculated risks, work collaboratively within your team and across other departments, bring fresh ideas to market and drive strategic growth at your credit union. Through an entertaining, interactive four-hour hands-on workshop, you and your team will learn about each of the four stages of creative problem solving: Initiate, Investigate, Ideate and activate. In the end, your will think, laugh, share and learn. You’ll walk away with a new skillset and toolkit that will greatly increase your ability to innovate, and more importantly, you will be energized and ready to start tackling these creative problems for your credit union today!

About Duncan: Duncan is the former Vice President of Innovation & Creativity at The Walt Disney Company. He spent his 25-year career at Disney developing some of their most innovative ideas and strategies. Ideas that would forever change the way the company expands its impact, trains its employees and solves problems creatively. Duncan and his team were tasked with leading the Walt Disney creative process for LucasFilms, Pixar, Marvel, Disney Imagineering, Disney Parks and ESPN. Realizing that innovation and creativity were not inherent traits, but something that could be taught and learned, Duncan founded the Creative Catalyst Team. This team was used to teach employees across all the Disney properties how to develop their own “thinking toolkit,” which would enable them to strategically and repeatedly create moments of innovation within their business units. The program was a massive success, and during Duncan’s tenure, the group trained over 3,000 professional and executive Disney cast members. Participants walked away from Duncan’s program with the ability to think more audaciously when solving challenges and create innovative new storylines, products and services throughout the entire Disney universe.


Gabe Zichermann

Innovator, Futurist, Motivator, Entrepreneur, Author

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LinkedIn Profile

LEADING WITH INTELLIGENCE, VULNERABILITY & PASSION

Most organizations say that people are their greatest asset. But even if you have unlimited resources and an endless well of amazing talent (and you probably don’t), you need to be able to drive maximum performance from the people around you, today. Leading in a time of great change and upheaval is tough even for the smartest and strongest executives. This has never been more true than now, and what separates the winners from the losers increasingly hinges on intelligent, vulnerable and failure-friendly leadership. Gabe draws on his personal experience of co-founding more than five companies and case studies gleaned from research into top innovators in athletics, the arts, technology, industry and politics. He’s led diverse, global and challenging teams across industries, and these lessons are among the most valuable attendees can gain.

About Gabe Zichermann: Gabe is the world’s foremost expert and public speaker on the subject of gamification, user engagement and behavioral design and the co-founder of the behavior change software startup, Onward. Zichermann is the author of The Gamification Revolution, Gamification by Design, and Game-Based Marketing. Gabe helped co-design live-event gamification platform Liventium and co-founded strategy/design consultancy Dopamine where he works with leading brands to drive customer and employee engagement. Zichermann’s talks, workshops, books and courses have inspired an entire generation of marketers, customer loyalty experts, HR professionals, strategists and product designers to make the world a more fun and engaging place.


Headline Speakers


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William Azaroff

Brightside Community Homes Foundation, CEO

What have I learned that’s worth sharing?

William Azaroff spent 13 years at Vancity—Canada’s largest credit union. From pioneering social media and digital strategy in the early days of Web 2.0 to leading community business and investment at the highest levels of the organization, William has built a career on innovation and impact. He’s recently moved to leading an organization dedicated to making housing accessible for those who struggle to meet the demands of market housing in Vancouver, one of the most unaffordable cities on the planet. William will recount lessons learned and advice for those looking to make a difference in their communities and members’ lives.


Lisa Daniels

Lumin Digital, Vice President Client Services

Fintech and Payment TRENDS

The big banks are investing hundreds of millions of dollars into their electronic channels as well as focusing on next-generation payments solutions. Exceptional personal service is not enough for credit unions to compete in this increasingly digital world. Lisa Daniels from Lumin Digital will bring her crystal ball and provide insights into what’s next in the fintech and payments space and map out strategies for credit unions to keep pace and lead.


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Andy Janning

NO NET Solutions, President/CEO

Free Love Dating with Pretty People: Adventures in CU Stock Photography

The idea started small—shoot photos of real members to replace one credit union’s outdated stock photo library. It soon became the largest research project of its kind in our industry’s history. For the first time anywhere, Andy Janning will tell the tale of a dedicated group of volunteers who looked at every photo, on every page, on every credit union website in the United States. The goal: to discover how credit unions use photography to tell their stories, and why it matters. He’ll reveal the trends they’ve found, the surprises contained in reverse image searches and the opportunities waiting for all of us.


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LinkedIn Profile

Cameron Madill

PixelSpoke, CEO

The Remarkable Credit Union

On his podcast, the Remarkable Credit Union, Cameron Madill interviews innovators from inside and outside of the credit union industry with an aim to help credit union leaders and marketers think outside the box about marketing, technology and community impact. In this session, Cameron will highlight big, real-world ideas that promise to challenge your preconceptions about business as usual.


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LinkedIn Profile

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LinkedIn Profile

Mollie Bell & Randall Smith

Ent Credit Union, Chief Development Officer / CUInsight, Co-Founder & Publisher

CUINSIGHT EXPERIENCE (LIVE PODCAST RECORDING)

Randall Smith will interview Mollie Bell in a live on-stage recording of the popular CUInsight Experience podcast. Mollie is currently the Chief Development Officer at Ent Credit Union in Colorado. Previously, Mollie was the Chief Engagement Officer at CUNA, the Chief Engagement Officer at the Filene Research Institute, Vice President at CUNA Mutual and she also held consulting positions with Accenture. Additional experience also includes teaching, sales and business ownership. She earned a law degree from the University of Texas School of Law and a Bachelor of Business Administration degree from Lamar University.


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LinkedIn Profile

Laura Woods

1st Financial Federal Credit Union, Vice President of Marketing and Community Presence

Meaningful Growth and Impact

How does a $250M Midwest credit union in an oversaturated market with capital constraints, increase its footprint in a highly unbanked community like Ferguson, Missouri? By utilizing a model of mission aligned work with local nonprofits, 1st Financial Federal Credit Union is working to establish a larger branch network for members without laying a single brick. Using funds raised through valuable impact reporting, 1st Financial is on its way to providing needed banking and lending access to new neighborhoods and communities across St. Louis. One grant and one nonprofit at a time.


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PechaKucha Speakers

In addition to our headline speakers taking the stage, we'll once again feature a number of PechaKucha speakers. PechaKucha 20x20 is a simple presentation format where you show 20 images, each for 20 seconds.


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Allie Bennett

WV Central Federal Credit Union, Marketing Strategist

GIVE IT ALL AWAY! GENEROSITY MARKETING DONE RIGHT

How does your institution engage your community, grow membership and promote the credit union movement? Does it often feel like you are just taking expensive shots in the dark with your old school marketing plan? Sick of trying to understand social media and posting the same tired stock photos of people holding a debit card and smiling? It doesn't have to be this way! In this session, rookie credit union marketing strategist and long time creative entrepreneur, Allie Bennett will highlight the creative ways West Virginia Central FCU has fully engaged in the motto of #PeopleHelpingPeople and utilized a true philanthropic marketing campaign where the name of the game is love and generosity toward their community. Allie is on a mission to make WV Central FCU synonymous with warm fuzzies by blowing the entire marketing budget helping people. Spoiler alert: it's working! We are growing by 200 members a month!


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Laurie Butz

Community First Credit Union, SVP Org Development, Investments & Insurance Services

Grow Where You Are Planted

Life doesn't always go like you planned it. Your career, your health, your family and your friends are filled with surprises (good and bad), disappointments, challenges, joys and excitement. However, sometimes we focus on what we don't have—the promotion we didn't get, the love interest that chose another or the body we inherited from our parents. How can we grow where we are planted and realize that even bad "soil" can be great for the "right" blossom? Laurie will share real-life examples of things that didn't turn out according to plan but instead turned out even better. once the grow where you are planted concept was applied.


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Melissa Jungers

Dupaco Community Credit Union, Marketing Relationship Representative

RUNNING HAS NO SOUND

A runner's journey from living more than 25 years of her life profoundly hearing impaired, to receiving cochlear implants, re-discovering sound and the true meaning of listening.


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Jimmy Marks

CGI, UX/UI Designer & Developer

THAT’S NOT A KNIFE...

So you’ve spent your career being a multitasker. Many things made you this way. Necessity. Your natural curiosity. Your nine-second-long attention span. And now you’re in a brand new environment, learning to focus your skills and become a better whatever-you-are. It’s time to stop being a Swiss Army Knife and to start being a chef’s knife. How do you do it? Well, lemme tell ya...


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LinkedIn Profile

Kristen Mashburn

Leadership Consultant and Culture Builder

CULTIVATING MINDFULNESS AT WORK

Mindfulness is a superpower. It helps you to be a better leader, team member and human being. But it’s not just about a meditation practice. Mindfulness can be carried with you throughout your work day. This a practical talk on how to be more mindful at work. You’ll learn how to use the practice to improve your focus, make better decisions and even deal with difficult meetings.


Your Hosts

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Matt Davis

gameFI
Co-Founder

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LinkedIn Profile

Tim McAlpine

Currency Marketing
President & Creative Director

 
 


 

Reserve your spot today

Redwood City is conveniently located 20 minutes south of the San Francisco International Airport (SFO) making it easily accessible from across the United States and Canada.