2023 CEO Summit

Brent Dixon is an interdisciplinary designer, educator, and facilitator. He most recently served as Chief Design Officer for Trabian, a digital technology studio that builds fintech with startups, financial institutions, and major service providers like Q2, Jack Henry, and Fiserv. Trabian recently joined the MVB Bank family to lead technology innovation for new ventures.

Brent has spent his career creating pathways for inclusive innovation in consumer finance, education, government, and humanitarian response.

He worked with the Filene Research Institute to launch new advisory and strategic planning services focused on meeting the needs of young adults with the next generation of financial services. Through Filene, he worked with countless financial institution leadership teams across North America to translate those services into direct impact for their organizations.

Brent has also partnered with PBS Kids, TEDxAustin, South by Southwest, and Dell Children’s Hospital, among others, to create hands-on science, technology, art, and design learning experiences for kids.

Mark Klucar, Senior Director of Lender Client Experience at Origence, a credit union owned company founded in 1994, has made a career in consumer finance, specializing in indirect lending, that spans almost three decades.  Mark came to credit unions in 1998, beginning his work with People First FCU in Allentown, PA before joining CU Direct/Origence in 2012.  He has an extensive lending background in auto dealer management, loan underwriting, asset recovery and indirect program management. Mark is a 2019 graduate of the CUNA Management School.

Brad has 34+ years TruStage experience within risk management, business protection, strategic marketing, and training. Previously the Marketing Director at Heartland Credit Union in Madison, Wisconsin, he now provides strategic leadership for TruStage’s go-to-market risk and compliance content including the well-known RISK Alert and virtual event programs. He holds a bachelors of science degree in business administration.

As Vice President, Loan Participations, Lending and Subordinated Debt at Alloya, Bill Paton is responsible for the overall performance of Alloya’s loan portfolio and related liquidity products. Bill oversees the sales and distribution of Alloya’s capital markets programs and has a keen focus on member service as well as the present and future health of the corporate’s balance sheet as related to its loans.

Bill received his Bachelor of Arts in economics from Hartwick College in Oneonta, NY.

Larry Pruss, Senior Vice President, is the lead of Strategic Resource Management’s Crypto Advisory Practice. The advisory practice assists clients by providing education and strategic guidance on blockchain, cryptocurrencies, and decentralized finance. Larry has over 25 years of financial services experience; successfully leading a broad range of banking and credit union initiatives.

Larry is a recognized thought leader in the crypto space and has been a contributor to various media outlets including CFO Magazine, Forbes Magazine, CUinsight, CUbroadcast, and CU Management. Larry is a frequent speaker at industry conferences and panel discussions, including: FinXTech Xchange, NAFCU, Cross-State Credit Union Association, Western Bankers Assoc, Texas Bankers, Independent Bankers Association of TX, Mass Bankers Assoc, BWG Strategy Fintech panel, and Illinois Bankers Assoc. Larry hosts a bi-month industry discussion about crypto and blockchain technologies called Crypto University.

Alloya provides cooperative financial services to 1,400 member credit unions and credit union entities nationally, including transaction, liquidity, and investment services. Headquartered in Naperville, Illinois, Alloya offers a dependable and affordable line of credit, secure and efficient product access and settlement, and unparalleled member service – which are available to all credit unions with or without a capital contribution. In conjunction with its wholly owned CUSO, Alloya Solutions, LLC, Alloya leverages the power of aggregation to ensure its members remain competitive in today’s marketplace. In addition to the support Alloya provides its membership, Alloya supports multiple credit union leagues and associations throughout the country and gives back to local communities nationwide by providing a variety of charitable donations.

CrossState Solutions, the Association’s service corporation, provides the tools and solutions necessary to thrive in today’s competitive and ever-changing financial services landscape. We’re committed to identifying partners with top-quality, market-leading solutions, as well as developing our own programs, to ensure our valued member credit unions have access to the products and services that matter most. We offer a variety of opportunities for quality business solution partners to engage with us and the credit unions in our marketplace. From building brand awareness with content marketing and strategies, to lead generation and sales support, the CrossState Solutions Partner Program provides a positive return-on-investment.

The industry leader in strategy-infused, data-driven marketing – EmpowerFi™ helps credit unions transform their use of data, strategy, and automation to improve marketing performance, increase engagement, and enhance efficiency. From vibrant marketing campaigns, to robust predictive analytics, no-code automation, and fully-optimized CRM, EmpowerFi™ provides a collection of fundamental MarTech stack solutions.

First Heritage Mortgage Services is a credit union owned company that offers seamless comprehensive turnkey first mortgage solutions. We are your credit union mortgage experts. We help credit unions of every asset level strengthen member relationships and increase revenue streams to improve their bottom line. The services we provide are transparent to your members. Marketing and Servicing can be done under the name of your credit union. What makes us different is our personal attention to you and your members. We are currently servicing 30 states. People helping people, Credit Unions helping Credit Unions, First Heritage tying it all together!

Fox Rothschild LLP is a national law firm with 1000 attorneys covering more than 70 practice areas, including corporate governance, mergers and acquisitions, financial restructuring, intellectual property, privacy and data security, real estate and litigation. From offices across the country, our lawyers provide a full range of legal services to credit unions, banks and various players in the financial services industries. Clients trust us to stay apprised of the everchanging rules that govern financial institutions while also guiding them through complex domestic and international loan transactions. We also are skilled with corporate governance, mergers and various issues encountered by our credit union clients.

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives.

Origence is a credit union service organization (CUSO) providing financial technology that elevates the origination experience to increase loan volume, create efficiencies, and grow accounts. With Origence, financial institutions can originate consumer and indirect loans with greater levels of productivity and increased scale.

PSCU, the nation’s premier payments CUSO and an integrated financial technology solutions provider, supports the success of more than 2,400 financial institutions and processes nearly 7.7 billion transactions annually. Committed to service excellence and focused on continuous innovation, PSCU enables credit unions to securely grow and meet evolving consumer demands.

SRM has helped 1,000+ financial institutions add billions to their bottom line across payments, digital transformation, core processing, digital assets, and operational efficiency. SRM’s decades of vendor negotiation and advisory experience have lowered costs, increased productivity, and provided a competitive edge for clients in an environment of constant change.

With over 25 years of experience as marketing strategists, Target Media has worked diligently with 100’s of clients to build out effective media strategies and investments that drive brand success. Target Media helps strengthen a brand’s relationship with it’s desired persona to achieve optimal results. Once an understanding of your brand messaging and brand persona occurs, we create a holistic buying plan, agnostic to platform, that reaches your TARGET persona where they are.

TruStage is a financially strong insurance and investment company. For generations, we’ve partnered with credit union leaders to protect and grow their businesses, and help people plan, protect and invest for their future. TruStage offers commercial and personal insurance products; lending and payment security solutions; and retirement, investment, and marketing services.

Vizo Financial Corporate Credit Union’s goal is to drive credit union success through proven excellence, unmatched expertise, and engaged partnerships. It is a state-chartered corporate credit union that serves CUSOs, leagues, chapters, and more than 1,100 credit unions in the U.S. and Canada. Vizo Financial supports credit unions with back-office solutions in the areas of Money Management, Payments, Core Processing and Education. With these services and the promise of our partnership, we strive to help credit unions be their very best.