Keynote Speaker Jonah Berger

Jonah Berger is a Marketing Professor at the Wharton School at the University of Pennsylvania and a world-renowned expert on new product adoption, consumer behavior, word of mouth, and how products, ideas, and behaviors catch on.

He has published dozens of articles in top‐tier academic journals, teaches Wharton’s highest rated online course, and popular accounts of his work often appear in places like The New York Times, Wall Street Journal, and Harvard Business Review.

Berger is the internationally bestselling author of multiple books including "Contagious: Why Things Catch On" (hundreds of thousands of copies are in print in over 30 languages) and "Invisible Influence: The Hidden Forces that Shape Behavior."

He is a popular speaker at major conferences and events and often consults for companies like Apple, Google, GE, Coca-Cola, Vanguard, 3M, Kaiser Permanente, Unilever, and The Gates Foundation.


 

Robin Brunner
 

Robin Brunner, Vice President of Credit Union Solutions, has over 15 years of experience in the credit union industry, working in the financial industry since 1999 and specifically the credit union industry since 2001. Previously, she was responsible for Marketing, Business Development, Sales, Branch Operations, and Member Experience working at the Credit Union of New Jersey. Her work includes development and implementation of programs/products that increased revenues, decreased operating costs, and improved member experience and strategy/execution of integrated marketing/communications plans (internal and external) to improve brand awareness for various credit unions.

Brunner completed her Bachelor’s Degree of Science (BS) in Marketing from Kean University in 2002 and her Master’s in Business Administration (MBA) from Monmouth University in 2007. In addition to the completion of CUES School of Product & Channel Management and School of Growth and Profitability, she was named best in show for a Gen Y financial service on Filene’s 30 Under 30 Program (2007-2008) and was named Woman to Watch in 2014 by the Credit Union Times. Throughout her career, Bruner has been named for over 35 marketing awards. 


 

Dr. Benjamin Dworkin
 

Dr. Benjamin Dworkin serves as the founding Director of the Rowan Institute for Public Policy and Citizenship at Rowan University in Glassboro, NJ.

With a focus on informing and engaging Rowan students, faculty, and the public, Dworkin is responsible for positioning the Institute at the nexus of engaged learning and the issues of the day, further building on Rowan’s reputation at a leading research institution of higher education in New Jersey. 

Under Dworkin’s leadership, the Institute will offer programs and guest speakers focusing on both the practice of politics and citizen participation; support students through academic and career development, internship placement and scholarships; and connect faculty and students from across the University with public entities to facilitate public policy research. Additionally, Dworkin teaches courses in the Rowan University Department of Political Science.

As one of New Jersey’s most astute and widely quoted political analysts, he serves as a non-partisan commentator on political developments for media in New Jersey and nationally. He has appeared on numerous network and cable news shows, and is frequently quoted by all of New Jersey’s major newspapers and radio stations, as well as The New York Times, Wall Street Journal, USA Today, The Chicago Tribune, and The Los Angeles Times

Named one of the 100 most powerful unelected people in New Jersey politics, Dr. Dworkin spent 10 years as Director of the Rebovich Institute for New Jersey Politics at Rider University.

Previosly, Dr. Dworkin spent several years in the private sector as President & CEO of Dworkin Strategic Communications and prior to that as a Vice President at Robinson Lerer & Montgomery. Dr. Dworkin has also worked as Deputy Research Director for the New Jersey Assembly Minority office in Trenton. His initial job in politics was as a Legislative Aide to the late state Senator Matthew Feldman, past president of the State Senate and longtime chairman of the Senate Higher Education Committee. 

Dr. Dworkin earned his M.A. and Ph.D. in political science at Rutgers University.  His undergraduate degree is from Princeton University.  He has presented his research and analysis at academic conferences across the country.

He lives with his wife and three daughters in East Brunswick, NJ. 


 

Marne Franklin
 

For nearly 15 years, Marne Franklin developed programming strategy, writing and creating promos and hosted air shifts for some of the most respected broadcast radio networks in the country. As the media and entertainment market has evolved, she has honed her skills in digital marketing, helping clients develop a comprehensive Web presence plan.

At YMC, Marne helps credit unions and community banks select the best digital channels to reach their target market. To generate Web site traffic and improve brand awareness, she and YMC's digital team execute far-reaching marketing plans for social media, display ads, email, and search engine optimization. Marne is a member of the Internet Marketing Association.

The farm girl from North Dakota has traveled the country with stops in Missouri, Florida, New York, and most recently, South Carolina in 2008. Marne and her husband, Aaron (a chef!) enjoy cooking at home and trying local restaurants. They are parents to three dogs, Tucker, Linus and Carl.


 

John D. Hunt, MS, CHEC
 

John serves as the Corporate Director of Security and Emergency Management for AtlantiCare Health System. He is a 27-year veteran of the New Jersey State Police where he achieved the rank of Major. John operated as the Deputy Director of the New Jersey Office of Emergency Management where he served as a participant, observer, and director of over more than 30 exercises. John was responsible for overseeing the State Police Homeland Security strategy as the Commanding Officer of the Homeland Security – Special Operations Section. Since joining AtlantiCare, John has achieved Active Shooter Instructor Certification as well as several certifications associated with his role as the Hospital Emergency Management Coordinator.

John has national and international experience as a keynote speaker, including presentations at the Weapons of Mass Destruction Exercise in Israel, the Global Terrorism symposium in Belgium, and multiple presentations in Washington regarding terrorism and active shooters. He is called upon frequently to assist with preparing, preventing, training, and exercising in Homeland Security solutions. For the past seven years, John has been providing presentations associated with hospital security, including a focus on how best to prepare for and counter an active shooter event.


 

DonnaLyn Giegerich

DonnaLyn Giegerich MBA CIC RYT has helped thousands of leaders enhance their engagement skills in business and life. As a national and international conference keynoter, corporate trainer, and resilience coach, she is passionate about helping others lead to succeed. She's worked with executives at Fortune 1000 companies and emerging entrepreneurs from California to Cornell.

In addition to being President/CEO of DLG Consulting, she maintains business interests in two NJ insurance agencies, is a licensed realtor/title agent and college economics professor. She is a business consultant for America's Small Business Development Center and co-founder of an award-winning non-profit, KickCancerOverboard.

She has a college degrees in psychology, a BS in Business Administration, is a tenured Certified Insurance Counselor with the National Alliance, and has an MBA from Monmouth University.

To balance her business credentials and in support of her integrated leadership work, she is a registered yoga instructor with Prana Yoga, NYC. In her spare time, she travels the globe as a yoga resort pro to help stressed out executives build resiliency.

She and her husband, Tom Zapcic, have hosted a dozen college students from Beijing to Brazil, spoil two dogs, and celebrate almost two dozen nieces and nephews. Learn more at www.DonnaLynSpeaks.com. Follow/Friend: @DonnaLynSpeaks IG: @DonnaLynConsults


 

Adam Goldstein
 

Adam Goldstein is Senior Vice President, Chief Business Officer at the Federal Home Loan Bank of New York (FHLBNY). In this role, he leads the sales, marketing and research activities for all business lines. In addition, he manages the FHLBNY’s Mortgage Partnership Finance® Program. He joined the FHLBNY in June 1997 and has held a number of key positions in our Sales and Marketing areas. He has been a member of the FHLBNY’s Management Committee since 2008. Adam sits on the FHLBNY’s Management Committee, Operations Committee, Credit Committee and Disclosure Committee. He created the Marketing Department and heads the Products, Services and Membership Committee where he is instrumental in improving the lending process and developing new products. In addition, he is on the Strategic Planning Team, where he is responsible for development and implementation of the FHLBNY’s long-term strategic plans with an end-goal to add value to membership. He speaks at a variety of trade conventions as well as providing training for regulatory agencies and bond investors. He assists members in asset/liability management, liquidity and capital management, hedging interest rate risk, deposit pricing theory, and housing and economic development by providing them with liability structures to fund a variety of assets.

Adam holds an MBA in Financial Marketing from Binghamton University. In addition, Adam has completed post-graduate program certifications at Columbia University for Business Excellence, at New York University for Management Practices, at Cornell University for Management Development and at The New York Institute of Finance for Finance. 


 

Andrew Johnson, CUDE, CCUFC

Andrew is the Senior Program Manager for the National Credit Union Foundation. He works directly with the National Program Director to develop and implement the Foundation's experiential learning programs, which helps credit unions serve financially underserved consumers. Andy is Certified Credit Union Financial Counselor (CCUFC) and works with credit unions and leagues to train staff to better prepare members for their financial future through the Enhanced FiCEP program.

Over the span of his career he has taken leadership roles in various Young Professionals groups, including Harrisburg Young Professionals, Ronald McDonald House in Hershey, PA, and the Children's Miracle Network Hospitals Young Leaders for the Kids Board (YL4Kids). Previous to joining the Foundation, Andrew held the position of Marketing Outreach Team Leader for Members 1st Federal Credit Union in Pennsylvania. He is extremely passionate and dedicated to the credit union movement and helping members achieve financial freedom through the Foundation.


 

Bo McDonald
 

Laissez les bons temps rouler! Translated as “Let the good times roll,” this Cajun expression captures the personal and professional philosophy of Bo McDonald, founder and president of Your Marketing Co, a creative and strategic marketing agency for those in the financial services industry. With a diverse client base that stretches from coast to coast and personal residences in two separate states, Bo takes pride in finding new ways to challenge the complacent comfort of the status quo.

After beginning his professional career as a radio DJ in Upstate New York, Bo capitalized on his communication skills by starting his own marketing company. For the next five years, he partnered with owners in the auto, real estate, and hospitality industries. But when the U.S. and global economies experienced a recession in 2008, Bo embraced the challenge by re-focusing his company’s mission and serving credit unions and community banks, organizations committed to helping people protect themselves against similar financial downfalls.

True to form, Bo’s community focus and professional enthusiasm extend beyond a single location. While his primary residence and YMC headquarters are nestled in the revitalized beauty of Greenville, South Carolina, Bo and his wife, Amber, are also part-time residents of New Orleans, where they enjoy immersing themselves in the vibrant music, art, and culinary experiences of the Big Easy.

In addition to leading one of the fastest growing marketing firms in the financial services industry and managing a successful web design and digital marketing company, Bo is a sought-after speaker and a tireless champion of the nonprofit community. His civic engagement includes operating two companies that provide affordable housing in Greenville, SC, sitting on the boards of multiple nonprofit agencies, and serving as a member of his personal credit union’s supervisory committee.

 


 

Liz Loewy
 

 Liz Loewy is a Co-Founder and COO of EverSafe, a technology company focused on family financial health and the prevention of elder fraud and identity theft.

She was formerly a prosecutor in the Manhattan DA’s Office, where she oversaw the Domestic Violence Unit before becoming Chief of the Office’s first Elder Abuse Unit.

A graduate of University of Pennsylvania and Albany Law School, Liz served as trial counsel in the trial involving the late Brooke Astor in the successful prosecution of her son, Anthony Marshall.

She presented at the 2015 White House Conference on Aging, and lectures on elder financial exploitation in the US and Europe.

A board members of HelpAge USA, Liz co-author of a book entitled “Financial Exploitation of the Elderly: Legal Issues, Prevention, Prosecution, Social Service Advocacy” (Civic Research Institute), and has been quoted in periodicals including the NY Times, Consumer Reports, Forbes, Businessweek, and MarketWatch and has appeared on ABC’s 20/20, CNBC and NPR.


 

Tracy Morgan

Tracy is an experienced executive dedicated to strategic planning, marketing, market research, organizational development, and financial analysis for organizations, including NJCUL, DuPont, the State of Delaware, General Electric, Saint-Gobain and Procter and Gamble. In recent years her focus has been on the execution of transformational changes. She also has extensive experience in niche market development, program implementation, and financial modeling. Her recent projects have been primarily in the nonprofit, chemical, health care, finance and IT industries.

Throughout her career, she has developed and implemented programs for organizations - large and small - that have reduced costs, conserved resources, improved quality, and increased revenues. She has developed, analyzed, presented, and implemented expansion, growth, or acquisition strategies for middle-market companies, Fortune 500 divisions, non-profits and alliances.

Tracy earned a chemical engineering degree from Princeton University and an MBA from Harvard University. She has published articles in industry journals and is a guest lecturer at business schools and conferences. Her book, “How to Conduct an Effective Strategic Planning Process with Minimal Effort” has been an Amazon top seller for nonprofit organizations.


 

Linda Nedelcoff

Linda Nedelcoff is a senior-vice president and Chief Human Resources Officer with CUNA Mutual Group. In this role, she is responsible for leading the employee experience team of Human Resources and Communications.

Nedelcoff joined CUNA Mutual Group in 2011 as a senior human resources partner. Since this time, she has been an instrumental partner to the several business areas. She has served as a key leader within the Human Resources team and a management representative with the Compensation Committee of the Board of Directors..

Prior to joining CUNA Mutual Group, Nedelcoff held positions at Deere & Company and Deloitte & Touché, LLP. She has many years of experience in the area of Human Resources and Human Resources Leadership where she held a variety of positions. These experiences included responsibilities for corporate and division human resources, strategic planning, talent management and performance development.

While working for Deloitte & Touché, LLP, Nedelcoff served clients primarily in the service, financial, non-for-profit and manufacturing industries.

Nedelcoff is currently a committee member of Garding Against Cancer, in Madison, Wisconsin, as well as a steering committee member of the UW – EBC Human Resources Special Interest Group. She is also a national member of Society for Human Resources and holds a certification in Strategic Human Resources Professionals.

Nedelcoff has a Bachelor of Science degree in Accounting from St. Ambrose University. 


 

Karthik Sethuraman

Karthik Sethuraman is the Co-Founder & CEO of SimplyCredit and is focused on radically simplifying everyday consumer finance products. 

Prior to founding SimplyCredit, Karthik was the Head of Analytic Solutions at Kaggle, where he brought cutting-edge machine-learning and data science solutions to Fortune 500 & Global 500 companies and outperformed industry standards by over 40%-300%. Previously, he was a Senior Director at FICO, where he developed underwriting and pricing algorithms for major banks and credit card issuers worldwide, generating over $200MM in additional profit and a billion dollars in revenue.

He has Masters in Operations Research from UC Berkeley.


 

Ryotaro Tashiro

Ryotaro Tashiro is a regional economic advisor in the Research Department of the Federal Reserve Bank of Philadelphia. He is responsible for conducting research on current regional economic issues in the Federal Reserve’s Third District and informing external audiences on national and regional economic conditions, monetary policy, and the role of the Federal Reserve in the economy. 

Prior to joining the Bank in June 2016, Tashiro was a business analyst for Bloomberg, where he was responsible for conducting research on issues related to equity data quality. He also has substantial teaching experience, ranging from high school advanced placement economics to undergraduate intermediate Japanese and intermediate Spanish.

Tashiro has a master’s degree in economics from the University of Michigan–Ann Arbor and a bachelor’s degree in economics from Kenyon College.


 

Randy C. Thompson, Ph.D.

Randy C. Thompson, Ph.D. is the CEO and founder of TCT, Inc. He has consulted with Credit Unions, through TCT, for the past 28 years. He holds advanced degrees (Ph.D. and MS) in Finance, Statistics and Economics and taught graduate courses in statistics at several Universities in the western United States.

He has been a frequent speaker at League and Association meetings across the United States and has authored papers and articles for Credit Union trade journals and for the California/Nevada Credit Union League. He is the author of TCT Suite of products including risk based pricing, deposit pricing, Credit Migration, with ALLL, and the CostPro Earnings at Risk ALM Simulation Model. Dr. Thompson has delivered training on loan and deposit pricing, credit migration and ALLL to federal and state examiners in six western states.

He is the father of 12 children and grandfather to 24 grandchildren. He is a private pilot and an avid gardener.


 

Howard Tischler
 

Howard Tischler is CEO and Co-Founder of EverSafe, a technology company focused on family financial health and protection against elder fraud and identity theft. EverSafe was founded after Howard’s mother was defrauded and his research revealed no viable solution to this widespread problem.

His career includes the founding of three previous businesses and has held senior executive positions at SunGard Data, First American Financial, and First Advantage Corporation. He served as the Lead Director of DealerTrack Technologies from 2003 to 2015 and currently serves on the Advisory Board of Lendkey, is an Operating Director of ClearPoint Investment Partners, and serves on the George Washington University School of Engineering National Advisory Board.

In 2016, Howard was named by AARP Magazine as one of 25 people who bust age-old myths for his work in preventing elder financial exploitation. He has also been cited in the CFPB’s recommendations on how financial institutions can protect customers against elder fraud.

Mr. Tischler has an M.S. in Engineering with a concentration in Operations Research from George Washington University and a B.S. in Mathematics from the University of Maryland. He was inducted into the George Washington University Engineering Hall of Fame in 2012.


 

Brett Yeager
 

Brett Yeager is a Supervisory Special Agent for the FBI Newark Division's Cyber Task Force.

Brett entered the FBI in 2009 and was assigned to a Newark Cyber Squad where he investigated criminal and national security computer intrusions and theft of trade secret cases. In 2015, Brett accepted a supervisory position at FBI Headquarters in the Cyber Division, where he was a national program manager for large scale national security intrusion investigations while coordinating closely with other members of the U.S. Intelligence Community. Brett returned to FBI Newark in 2017 and began his current supervisory role.

Prior to joining the FBI, Brett worked as an Engineering Manager and Electrical Engineer, where he designed electronic circuits for industrial and military applications. Brett also served for 6 years in the military.