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Modernizing Service Delivery with Innovation: Ask the Experts at Our Panel Discussion

Innovation is reshaping the financial services landscape, and credit unions are at the forefront of this transformation. How can your institution leverage technology and new strategies to meet the demands of a digital-first world? Find out during our Ask Me Anything panel discussion on modernizing service delivery, featuring top leaders in the credit union industry at our Reseda Summit.

 

Meet Our Panelists

Brad Bergmooser, Patty Campbell, Patty Corkery, and Heather Luciani, will share their unique insights on implementing innovative solutions that enhance operational efficiency and member satisfaction. Whether you want to improve member engagement or explore new ways to streamline services, this discussion promises valuable takeaways for your credit union.

 

Brad Bergmooser, President & CEO, Financial Plus Credit Union

 

Brad Bergmooser has been President and CEO of Financial Plus Credit Union, a $1.4 billion institution with over 81,000 members, since 2020. He has driven a strategic vision of scalable growth and enhanced member experiences through technology partnerships. Brad’s career is deeply rooted in the credit union movement, with prior roles at Illinois-based BCU, the Illinois Credit Union League, and as a private-practice attorney representing credit unions. He serves on numerous industry boards, including CU Solutions Group and the Michigan Credit Union League, and holds a Bachelor’s degree in Political Science, a Juris Doctor, and an MBA from the University of Notre Dame.

 

 

Patty Campbell, President & CEO, Christian Financial Credit Union

 

Patty Campbell has led Christian Financial Credit Union, a $850 million institution serving nearly 60,000 members in Metro Detroit, for over 15 years. With a background in public accounting at KPMG and experience as CFCU’s CFO, she is also a certified public accountant. Patty has held numerous industry leadership roles, including past Michigan Credit Union League PACs and the Payments Authority chairs. She currently serves on the boards of Filene and CU Solutions Group and has received lifetime achievement awards from MCUL and the Credit Union House Hall of Fame.

 

 

Patty Corkery, President & CEO, Michigan Credit Union League + CUSG

 

Patty Corkery leads the Michigan Credit Union League (MCUL) and CUSG, overseeing operations, advocacy, education, marketing, and communications. She champions the credit union difference, promoting financial strength at both state and national levels. Corkery holds degrees from the University of Michigan-Dearborn, Wayne State University Law School, and Walsh College. She chairs the League InfoSight board and serves on several others, including the American Association of Credit Union Leagues, Credit Union House, and Lighthouse Michigan. Corkery is dedicated to continuous learning and collaboration, driven by her motto: “Because life is short, never stop learning or experiencing.”

 

Heather Luciani, Chief Strategy Officer, Honor Credit Union

 

Heather Luciani is a dynamic and strategic leader with deep experience in financial services and organizational growth. As Chief Strategy Officer at Honor Credit Union, she spearheads innovative initiatives that foster long-term success. Heather previously served as CEO of Marshall Community Credit Union, where she led transformative efforts to enhance member services and improve operational efficiency. A graduate of Albion College with a degree in economics and finance, Heather also holds an MBA in Management from Western Michigan University. With a focus on strategic leadership, she is passionate about building strong teams, driving impactful growth strategies, and serving her community.

  

Your Voice Matters: 

The success of this discussion relies on active audience participation. Attendees are encouraged to bring questions about practical challenges credit unions are facing in today’s rapidly changing landscape, including how to execute a successful digital transformation and ways to future-proof service delivery. This panel discussion is a unique opportunity to engage with forward-thinking leaders with real-world experience in tackling the issues faced today.

 

Don’t Miss Out — Register for the 2024 Reseda Summit Today!

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