9:55 a.m. – Welcome
10:00 a.m. – Post-COVID Economy: A Contrarian’s Perspective presented by Gregory Perry, Alloya Corporate Federal Credit Union
11:00 a.m. – Situational Leadership presented by Angie Mosher, OneDigital Health and Benefits
12:00 p.m. – DoorDash Lunch, sponsored by CUNA Mutual Group
1:00 p.m. – CEO Panel
2:00 p.m. – Culture During a Time of Transition, Jeanne Heath, Vizo Financial
2:50 p.m – Wrap Up
Jeanne Heath joins us foe her session, “Culture During a Time of Transition.” Heath the learning and engagement champion for Vizo Financial Corporate Credit Union. Prior to joining Vizo Financial, Ms. Heath was a project manager for Rite Aid Corporation, designing technical and soft skills training for over 90,000 associates.
Ms. Heath has spent the bulk of her career conducting training within the financial services
industry with a strong focus on technical and change management training during mergers
and acquisitions. Prior to joining Rite Aid, Jeanne was the manager of cultural assimilation as well as training manager for Graystone Bank. While at Graystone Bank, Jeanne developed and implemented a dynamic onboarding program which immediately immersed new employees into the company culture of “positively impacting people’s lives” through an atmosphere of high performance, high accountability and high care.
Heath received her Bachelor of Arts degree in organizational management from Eastern
University, St. Davids, Pa. She is a Gallup Certified Strengths Coach, a certified Professional in Human Resources (PHR) and has earned her Credit Union Development Education (CUDE) designation.
Gregg Perry joins us from Alloya Investment Services for his session “Post-COVID Economy: A Contrarian’s Point of View.” On the back of unprecedented monetary and fiscal stimulus, we have experienced a V-shaped recovery from the COVID pandemic. While the recovery is welcome news, the bigger story is that all of this is happening on borrowed money from the government.
In this session, Perry will lead discussion on how these views will quickly collide with the secular dynamics of excess debt, aging demographics and disruptive technologies, which will continue to inhibit economic growth, inflation and interest rates.
Gregg has been in the financial solutions arena for more than 10 years, including joining Alloya Investment Services in 2006. As an Institutional Fixed Income Sales Representative, he collaborates directly with CEOs and CFOs to expand their available investment options and realize their balance sheet strategies. From fixed income investment options – including Marketable Securities* – to brokered certificates (SimpliCD Purchase), Gregg offers access to a wealth of resources. Credit union decision makers regularly use his services, not only for their investment portfolio needs, but also to strengthen their overall balance sheet.