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SPEAKERS

Jai Dei Jackson

Jai Dei Jackson

Licensed Professional Counselor

JaiDei Jackson is a Licensed Professional Counselor, a National Certified Counselor, a Prepare Enrich Facilitator and a Certified Public Accountant. For more than a decade, she has provided therapy to men, women, families, couples, teens, and adolescents. She has received extensive educational training from my Master’s Degree course work at Argosy University, and additional training in areas such as Understanding & Empowering  Men and Making Sense of Men. JaiDei assists people in developing more effective relationship skills & in dealing with the issues that arise when our relationships are unsuccessful.

Lynette Smith

Lynette Smith

TruEnergy Federal Credit Union

Lynette Smith has been in the credit union industry for 30 years. In the past eleven years Lynette has been the President/CEO of TruEnergy FCU (formally Washington Gas Light FCU), her first President position. Other positions in the industry include Vice President/ CFO, Vice President/COO and Acting CEO. Lynette also serves on the Board of the African American Credit Union Coalition and on Board of the Metropolitan Area Credit Union Management Association.

Lynette has represented the credit union industry on Capitol Hill, educating Congress on the credit industry and our mission of “People Helping People”. For her efforts on Capitol Hill in 2008, she was awarded the National Association of Federal Credit Union’s “Paul Revere Award.” In 2011, Lynette also received the NAFCU CEO of the Year Award for credit unions under $150 million in assets after being nominated by her peers.

Deborah Fears

Deborah Fears

Chicago Post Office Employees CU

A solutions-driven executive experienced in the HR and financial services industries Deborah Fears serves as the Interim President and CEO of Chicago Post Office Employees Credit Union. She first joined the credit union in 2008 as an accountant, working her way up to the position of Interim President and CEO in June 2019.

Deborah serves as a board member and Foundation Representative of the Illinois Credit Union League. She holds a BA in Finance, with a minor in Japanese from DePaul University.

Max Villaronga

Max Villaronga

El Paso Area Teachers Federal CU

As CEO for the past 6 years, Max Villaronga is responsible for the strategic direction and performance of TFCU, a $670 million asset credit union in El Paso, Texas, with strong roots in serving educators and their families. 

Prior to joining TFCU, Max served as the President and CEO of Alamo Federal Credit Union, the General Manager of Credit Human, the the VP of Retail Delivery for TDECU.

Max earned his MBA from Naveen Jindal School of Management in 2006 and holds a BBA in Marketing from Texas A&M University. He is also a Certified Chief Executive and holds a professional certification in banking from the Graduate School of Retail Bank Management — Furman University.

Timothy Anderson

Timothy Anderson

United States Senate Federal CU

“On January 1, 2020, USSFCU named Timothy L. Anderson as the new President and CEO of the United States Senate Federal Credit Union (USSFCU). Mr. Anderson has a long history with USSFCU, most recently serving as the EVP and Chief Retail Officer prior to assuming the role of President and CEO. He served on the USSFCU Board of Directors for over fifteen years in various capacities, including as Chairman of the Board. He began his career with USSFCU as the Branch Manager of the flagship Hart Senate Office Building.

Mr. Anderson possesses over 30 years of senior executive and management experience at large banks and credit unions. He was the CEO of the Government Printing Office Federal Credit Union in Washington, DC; a position he held for eight years prior to becoming EVP at USSFCU. Other positions include VP and COO at American Spirit Federal Credit Union; VP and COO at the Treasury Department Federal Credit Union; VP of Operations at Equitable and Independence Banks; and, Assistant VP and Financial Center Manager at BB&T and M&T banks in the Washington, DC area.

Mr. Anderson has expansive professional experience. He is an Engagement Advisory Group Member at the Credit Union National Association (CUNA), and a member on the Advocacy Committee for the Maryland & DC Credit Union Association (MDDCCUA). He serves as a member on the Board of Directors and the immediate past Chairman for the African American Credit Union Coalition (AACUC). He is past Chairman of USSFCU’s wholly-owned CUSO, Credit Union Strategic Services, which focuses on business loan participations and business loan originations. Mr. Anderson is also a member of the Board of Directors at the Transportation Federal Credit Union for over 15 years.

Mr. Anderson received his M.B.A. from the University of Maryland, University College and serves this institution as an Adjunct Professor in the Finance and Economics Department.”

Maria Martinez

Maria Martinez

NLCUP

Maria J. Martinez is the President/CEO of Border Federal Credit Union (BFCU), headquartered in Del Rio, TX and serving 13 Texas counties. BFCU has over $150 million in Assets, over 25,700 members, 111 employees and 6 service locations.

Maria has a Bachelor’s Degree in Business Administration with a major in Accounting and has been in the credit union industry for over 30 years, 22 of those as BFCU’s President/CEO. She is a member of the CUNA Board of Directors; Member of the Federal Reserve Bank of Dallas Community Depository Institutions Advisory Council; the CoChairman of the Network of Latino Credit Unions & Professionals (NLCUP) Association; and serves in other boards and committees.

Maria has made presentations at local, state, national and international events on credit union issues. Maria was born in Mexico, immigrated to the USA when she was 13, grew up in San Antonio, TX, is married and has three children.

Felicia Lyles

Felicia Lyles

Hope CU

Felicia Lyles is Senior Vice President for Retail Operations for HOPE. In her role, she advances HOPE’s mission of expanding access to financial services and tools in underserved communities across the Deep South.  Lyles joined HOPE in 2006. She has served as Branch Manager, Vice President and Regional Branch Administrator. Prior to joining HOPE, she was Vice President, Branch Manager at Regions Bank. She has a BS in Sociology with a minor concentration in computer science from Delta State University.
Erin Parish

Erin Parish

City of Durham North Carolina

Erin Parish is a cultural anthropologist, community organizer, teacher and human-centered designer whose life and work center around the collaborative practices of building community, nurturing creativity and fostering justice and joy. A child of the South, her work has taken her to Nicaragua, Gabon, Northern Ireland and Colombia. She is proud to now live and work in Durham, North Carolina, where she takes John Lewis’ words to heart and makes “good trouble” all she can as a design and performance strategist for the City of Durham.
Camille York

Camille York

Raymond James

Born and raised in Tampa Bay Florida, Camille York takes pride in being immersed in her community. Camille places a great focus on financial education, as she began her career as a champion and advocate for financial literacy. Whether working with individuals, couples or employee resource groups, Camille plays an active role in bringing women into the financial conversation. She spends a great deal of her time hosting women focused events, women and wealth workshops and seminars and teaching others how to engage women as it relates to finances.

Camille is a trailblazer and extremely passionate about setting an example and moving the needle in an industry where women are often underrepresented and underserved. Camille believes in empowering all women to have a seat at the table regarding their financial matters and engaging in the crucial conversations necessary to take control of their financial future. Her ultimate goal is to create a network and community of financially savvy individuals, who can in return, continue to educate and empower one another throughout the various stages of life. “Empowered women, empower others.” A philosophy she lives by and permeates throughout her practice.

Frederick J. Pellum

Frederick J. Pellum

Primerica

Frederick J. Pellum joined Primerica in 2015 where he serves as a PFS Investments Registered Representative, life insurance representative, and investment advisor representative. Utilizing Primerica’s “How Money Works” materials, he teaches the basics of personal finance to help form a solid foundation toward making healthy money choices.
Hannibal Brumskine

Hannibal Brumskine

National CU Foundation

“Hannibal Brumskine, serves as the Chief Financial and Operations Officer for the National Credit Union Foundation (The Foundation), and provides executive leadership overseeing the financial, risk management, operational, and administrative functions of the Foundation.
Hannibal joined the Foundation in 2016 bringing a wealth of experience from the international NGO space, where he served as Director of Global Treasury/Controller at PACT Inc., a $200 million international development organization and USIAD implementing partner, operating in 25 countries. He also served in executive roles with several other organizations in the philanthropic space, including Goodwill of Greater Washington, Special Olympics Inc., and Greater Washington Area Public Television (WETA and News Hour Productions LLC).
Mr. Brumskine is a Virginia licensed certified public accountant (CPA) with a BSc in Economics. He also received executive leadership certificates in nonprofit management from Georgetown University and CUES Strategic Innovation Institute certification, from Stanford Graduate School of Business.”

Rodney Hood

Rodney Hood

NCUA

Rodney E. Hood for the NCUA Board was designated as the eleventh NCUA Chairman by President Trump and confirmed by the U.S. Senate on March 14, 2019. He took the oath of office on April 8, 2019. As NCUA Board Chairman, Mr. Hood also serves as a voting member of the Financial Stability Oversight Council. He also represents the NCUA on the Federal Financial Institutions Examination Council and the Financial and Banking Information Infrastructure Committee.

Mr. Hood was previously nominated to the NCUA Board by former President George W. Bush and served from November 2005 until August 2009. He was appointed Vice Chairman, and he served as the NCUA’s representative on the Board of Directors of NeighborWorks America.

Immediately prior to rejoining the NCUA Board, Mr. Hood served as a corporate responsibility manager for JPMorgan Chase, managing national partnerships with non-profit organizations, financial regulators, and community stakeholders to promote financial inclusion and shared prosperity in underserved communities throughout the United States.

Angela Russell

Angela Russell

CUNA Mutual Group

Angela Russell is the Vice President of Diversity, Equity and Inclusion and is the Vice President of the CUNA Mutual Foundation at CUNA Mutual Group. Angela is responsible for leading the development, direction and implementation of short and long-term strategies and programs that support Diversity & Inclusion and overseeing CUNA Mutual’s Corporate Social Responsibility program.

In 2018, Ms. Russell was named as one of the nation’s most powerful diversity executives by Black Enterprise magazine. Ms. Russell has nearly 20 years of professional experience involving diversity and inclusion, external relations and outreach, communications, policy development, and research and evaluation.

Maurice Smith

Maurice Smith

Local Government Federal CU

Maurice Smith is the CEO of Local Government Federal Credit Union. LGFCU is a financial cooperative serving the financial needs of employees, appointed officials, elected officeholders and volunteers of local governments in North Carolina.

Smith began his career in financial services as a loan officer for State Employees’ Credit Union. He served in capacities including vice president/city executive and vice president of marketing and training. Smith joined LGFCU in 1992 as the Executive Vice President, was promoted to President in 1999, and named Chief Executive Officer in 2017.

Smith is the recipient of the 2020 Herb Wegner Memorial Award for Outstanding Individual Achievement, presented by The National Credit Union Foundation, and the 2019 Annie Vamper Helping Hands Award, given by Inclusiv in recognition of those who make extraordinary contributions to the credit union movement.

He is also the recipient of the 2019 Pete Crear Lifetime Achievement Award, presented by the African-American Credit Union Coalition (AACUC). The AACUC also created the Maurice R. Smith Fund in his honor, to provide scholarships to credit union personnel for training that furthers their careers.

Monica Davy

Monica Davy

NCUA

As the Director of the Office of Minority and Women Inclusion, Monica Davy is responsible for promoting, monitoring and enforcing diversity and equal employment opportunity standards at NCUA. She oversees the diversity requirements of the Dodd-Frank Wall Street Reform and Consumer Protection Act within NCUA’s business practices and among regulated entities.

Davy has more than 25 years of EEO, Diversity, Civil Rights and Alternative Dispute Resolution experience in the public sector. Prior to joining NCUA, Davy served as executive director of the Office of Equity, Diversity and Inclusion at the Internal Revenue Service. Her previous work included leading the U.S. Food and Drug Administration’s Office of Equal Employment Opportunity and Diversity Management as acting director and serving as senior trial attorney at the Department of Health and Human Services where she litigated cases involving employment discrimination and federal personnel matters.

Davy holds degrees from Howard University School of Law and George Mason University.

Cathie Mahon

Cathie Mahon

Inclusiv

Cathie Mahon oversees all of Inclusiv’s programmatic and investment activities. Ms. Mahon was selected as the President/CEO following a nationwide executive search and joined Inclusiv on October 1, 2012. She is committed to continuing Inclusiv’s role of bridging the credit union movement to the community development field, promoting financial inclusion and identifying and connecting credit unions to unserved and untapped markets and communities.

Ms. Mahon most recently served as Deputy Commissioner at the NYC Department of Consumer Affairs where she started and led New York City’s Office of Financial Empowerment (OFE). OFE was the first initiative of Mayor Michael R. Bloomberg’s anti-poverty efforts and was the first local government initiative in the nation with a mission aimed expressly at helping to educate, empower and protect low income residents to help them make the most of their financial resources. Ms. Mahon was a co-founder of the Cities for Financial Empowerment Coalition and Fund, and has worked to integrate financial capability programming into municipal service delivery systems. Prior to joining the Department, Ms. Mahon worked as a private consultant on issues of community development, financial empowerment and asset building, launching and directing the Asset Funders Network and serving as a lead researcher for the Aspen Institute Economic Opportunities Program. She previously served as a Program Officer and then Director of Policy and Program Development at Inclusiv and served on the Boards of the Lower East Side People’s FCU and Transfiguration Parish FCU. Ms. Mahon earned a Bachelor’s Degree from Duke University in Durham, NC and a Master’s of City Planning from the Massachusetts Institute of Technology.

Kelli Holloway

Kelli Holloway

Vice President of Member Education and Outreach and AACUC Reality Fair Co-Chair at NC State Employees' Credit Union

Kelli is from Raleigh, North Carolina and began her career in financial education with NC State Employees’ Credit Union in 2009. She will celebrate her 11th year with the organization in September! Kelli holds a bachelor’s degree in Communication Studies and English from The University of North Carolina at Chapel Hill. She works alongside her staff to train SECU employees statewide on financial education efforts for youth and adults. She enjoys being an ambassador of the Credit Union Movement and has been an AACUC volunteer since 2017. Empowering students through financial education is truly one of her passions!
Megan Maloney

Megan Maloney

Eastern Region Financial Wellness Educator at SEFCU

Megan Maloney, Eastern Region Financial Wellness Educator, began her SEFCU career in 2014 as a Member Specialist. Maloney worked in SEFCU’s branch network as a Member Service Advisor. In this role, Maloney worked directly with members, witnessing the many financial challenges people face in their lives. With her significant knowledge of financial concepts and tools that help people save, budget, and develop healthy habits, her presentations provide significant opportunities for participants to have their unique questions answered. Maloney creates a learning experience where individuals gain the knowledge for a healthy financial path forward.
Sarah J. Trela

Sarah J. Trela

Financial Well-Being Administrator at SEFCU

Sarah J. Trela, Financial Well-Being Administrator, began her SEFCU career in 2010 as a Member Service Manager, overseeing staff and operations at various branch locations. Trela holds an MBA in information technology management from the University at Albany, State University of New York. Trela has a strong work history in the area of administration and workforce development. Trela is the Institute’s go-to contact for all financial education requests throughout the state.
Minerva Spanner Morrow

Minerva Spanner Morrow

Ed.D.

Dr. Minerva Spanner Morrow from Tampa, Florida is the Chief Executive Officer for ABLE USA ENDEAVORS which is a company that provides education and business services in the areas of diversity, equity, and inclusion; leadership development; mentoring and coaching; career goals; women empowerment; small business development; and other professional training. Dr. Spanner Morrow is an entrepreneur and executive with over 25 years in the field of education at various roles. 

In her role as Chief Diversity Officer of one of the seventh-largest districts in Florida and the nation with over 215,000 students, she successfully led equity initiatives in education as well as overseeing services provided to over 150 small businesses and minority vendors.  She also served as a teacher, principal, district leader, director of adult education in grades K-12+ urban public school districts in Florida and Ohio. She earned her bachelors and master’s degrees in education from the Franciscan University of Steubenville.   

Dr. Spanner Morrow earned her doctoral degree from Ashland University in Educational Leadership. The title of her dissertation was “A Comparison of Approaches to Closing the Achievement Gap in Three Urban High Schools in Ohio”.  She received executive leadership training from prestigious institutions such as Harvard University, The Ohio State University Fisher College of Business, The Bill and Melinda Gates Foundation, the New York City Leadership Academy, and The Equal Employment Opportunity Commission.  Her accomplishments have awarded her and the organizations in which she served notable mentions such as the 2020 Forbes Best Employer for Diversity Award”;  Ohio School Improvement Awards; The Junipero Serra Multilingual Award; the NAACP Leadership in Education Award; and she was The Hostess of Embrace All Educational Television Program on TBAE/Hillsborough Schools TV.  She is the proud mother of two adult sons who are successful professionals in the field of business.

Ayana Parsons

Ayana Parsons

Senior Client Partner

Ayana Parsons is a Senior Partner in Korn Ferry’s Consumer Practice with nearly 20 years of executive leadership experience as both a practitioner and consultant. Her consulting practice spans three core areas: Consumer Markets, Board & CEO Diversity, and The Future of Marketing. With a focus on synchronizing strategy and talent, Ayana helps her clients solve real-world challenges related to talent acquisition, talent management and learning & development.

Ayana joined Korn Ferry from Heidrick & Struggles where she placed Presidents, CEOs and Chief Marketing Officers at leading multinational companies and led numerous executive succession and talent pipelining

engagements for her clients. She also Co-Founded and Co-Chaired the firm’s Women’s Inclusion Network with an eye toward helping highly accomplished women advance from the executive suite to corporate board seats within publicly traded companies. Prior to Heidrick & Struggles, Ayana served as the Global Head of Retail, Consumer Goods, and Lifestyle Industries at the World Economic Forum where she led the preeminent global discussions in Davos, Switzerland on all topics related to her respective industries.

Ayana is a highly sought-after talent and leadership expert with a wealth of experience leading leaders and their respective organizations to sustained and transformational growth. She has hosted executive gatherings in the US, Europe, Asia, and Latin America to address the many challenges facing today’s global business leaders and is passionate about the role that business plays in making the world a better place. That passion led her to co-found two social impact businesses, one of which is the Fearless Fund, the world’s first venture capital fund led by women solely focused on funding businesses founded by women of color. In addition, as part of her efforts to advance diversity and inclusion in the c-suite and boardrooms, Ayana served as a cabinet member of Stanford University’s Clayman Institute for Gender Research where she was a global thought leader on closing the gender gap in corporate boardrooms and in the executive suite.

A seasoned industry executive, Ayana’s professional career spans marketing, sales and general management roles at several of the world’s most admired companies including Philips, Pfizer, Kimberly-Clark and Procter & Gamble. A former division I college athlete, Ayana attended Oral Roberts University and completed her studies at Florida A&M University, where she earned her MBA in Marketing. She resides in Atlanta, where she is actively involved in the local community and serves on the board of the Metro-Atlanta Chamber of Commerce. In her free time, she enjoys working out, attending sporting events, traveling the world and spending quality time with her husband, Dr. Ebbie Parsons III, and her two young daughters.

Fentrice D. Driskell

Fentrice D. Driskell

Representative

Representative Fentrice D. Driskell was first elected to the Florida House in November 2018. Her approach of bringing common sense solutions to our state’s most pressing challenges allows her to bring accessible, passionate representation to District 63, which includes parts of Carrollwood, Lutz, the University of South Florida, and New Tampa. As a member of the Florida House, Rep. Driskell serves on the Insurance and Banking Subcommittee, the Energy and Utilities Subcommittee, the Transportation and Infrastructure Subcommittee, the Judiciary Committee, and the Select Committee on Research Institutions, where she serves as Ranking Democratic Member. For her efforts during the 2019 Legislative Session, the Florida League of Cities recognized Rep. Driskell with a Legislative Appreciation Award for her efforts in defending local governments and home rule.  Also in 2019, the Speaker of the Florida House appointed Rep. Driskell to serve on the Florida Women’s Suffrage Centennial Commission. She also serves as the Parliamentarian of the Florida Legislative Black Caucus.


Rep. Driskell is an AV Preeminent-rated attorney who currently practices law with Carlton Fields in Tampa, Florida.  Rep. Driskell attended college at Harvard University, where she graduated in 2001 with an honors degree in Government and where she was the first African-American woman to be elected President of Harvard’s student government.  Rep. Driskell’s experience as Undergraduate Council President helped strengthen her belief in the importance of engaging women in leadership positions, and her studies in Government helped her better understand the importance of engaging diverse voices in the democratic process.  


Rep. Driskell also is a graduate of Georgetown law school, where she served as a student lawyer for indigent survivors of domestic violence and volunteered extensively with the Innocence Project. Following law school, Rep. Driskell clerked for federal judge Anne C. Conway, the immediate past-Chief Judge of the United States District Court for the Middle District of Florida. Since 2006, Rep. Driskell has lived in Tampa where she has led or served on the board of numerous organizations, including the George Edgecomb Bar Association, Athena Society, Tampa Crossroads, and the Hillsborough Education Foundation. Florida Super Lawyers magazine has recognized Rep. Driskell as a “Rising Star” each year since 2011. She also is also very active in The Florida Bar and has helped lead committees there. 

Kourtney Berry

Kourtney Berry

Youth Outreach Manager at Suncoast Credit Union

Kourtney Berry is the Youth Outreach Manager for Suncoast Credit Union. As the Youth Outreach Manager, Kourtney oversees and is responsible for building and maintaining relationships with K-12, collegiate and non-profit youth organizations through financial education in the 21 counties Suncoast serves. 

Kourtney has a Bachelor’s degree in Public Relations from Florida Agricultural & Mechanical University and a Master’s degree in Business Administration and Marketing from Saint Leo University. When she is not working, Kourtney spends her time serving her community with the nonprofits BUBBA of Tampa and Tampa Organization of Black Affairs (TOBA), swooning over interior décor projects and spending time with family.