the CREDIT UNION–Fintech


Leadership skills, relationships, and performance to last a lifetime

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Because if you're the smartest person in the room, you're in the wrong room

The Credit Union–Fintech Mastermind

The old saying goes, "Show me who your friends are, and I'll show you who you are." The Credit Union–Fintech Mastermind builds your network of peers and develops lifelong skills, relationships, and performance.

- Learn from others while helping them with professional development
- Incorporate new ideas, approaches, and technologies
- Build valuable relationships with influential peers

The Credit Union–Fintech Mastermind brings together the best and brightest leaders in the industry to tackle our biggest challenges together.

Featuring Leaders from Major Institutions

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Are You Qualified?

The Credit Union–Fintech Mastermind connects you with qualified peers who understand your concerns, visions, and goals. By approaching growth and improvement collaboratively, you will push careers, credit unions, and peer groups forward.

The best mastermind participants are passionate about what they do constantly seek ways to improve their institutions. Credit Union–Fintech Mastermind members must be decisive, action-oriented, goal-driven, empathic, collaborative, willing to give as well as take advice, and be creative. Ideal participants know that what we learn in our groups can positively affect everyone around us, from our managers to our members, to our colleagues in the industry.

This is not for you if you can’t commit, won’t respect confidentiality, or if you’re not open to giving and receiving advice. Furthermore, this Mastermind is not for you if your credit union or fintech is not action-oriented.

The Mastermind Structure

Mastermind groups have a facilitator whose role is to create an open environment that build trusts, allowing for open discussion of mistakes and failures. The facilitator builds rapport and mutual respect among all Mastermind members, thus creating a place in which peers can comfortably learn from each other's failures and successes. 

Members of the group contribute to the discussion according to their background—they bring their own expertise, problem-solving skills, inspiration, and experience. As members share, collaborate, and listen, they gain knowledge of major insights, skills, and best practices from one another.

Additionally, the group will host quarterly presenters from prominent, influential, and innovative members of the financial industry. These speakers, along with regular individual coaching sessions and exclusive events at conferences, are designed to keep members abreast of industry trends and changes so that you can stay one step ahead of the curve.

Monthly Meeting Details

Credit Union–Fintech Mastermind members monthly video conference meetings to discuss key issues in the credit union industry. Topics may range from member growth to board dynamics, from marketing strategy to profitability, and everything in between.

These monthly meetings are the group’s opportunity to drill into critical business areas. Meetings are collaborations, not lectures, and Mastermind members are encouraged to share their expert opinions while learning from the experiences of others.

The Credit Union–Fintech Mastermind Pricing

The Credit Union–Fintech Mastermind has two billing structures. Prices are for the first 100 participants on a 1-year commitment only.

Option One: Monthly

$300 billed monthly.

Option Two: Annually

$3,000 billed annually.

Join These Industry Leaders

  • Kirk Drake, Founder, Ongoing Operations, CU-Wallet, and Author of Credit Union 2.0
  • Chris Otey, Board Chair, South Bay Credit Union, Chief Revenue Officer Credit Union 2.0
  • Kirk Kordeleski, Former CEO of Beth Page Credit Union
  • Dr. Patty Ann Tublin, CEO & Founder of Relationship Toolbox LLC, consultant & Executive Coach, Two-time Amazon best-selling author
  • Anne Legge, Author of Big Data/Big Climb
  • Brian Lauer, Partner Messick, Lauer & Smith, LLP, Author of How Credit Unions and Entrepreneurs Can Get Started with Credit Union Service Organizations
  • James Robert Lay, CEO, Digital Growth Institute, Author of Banking on Digital Growth
  • Kirk Klinkhammer, CEO, LOANIFY, Inc.
  • Denise Wymore, Co-Founder, The 6th Story, Author of Tattoos: The Ultimate Proof of a Successful Brand and The 2020 Vision of Marketing: A Focus on Purpose
  • Bruno Sementilli, CEO, Quorum FCU
  • Chad Carrington, IT Security and Facilities, Golden One FCU
  • David Araujo, CEO, Service Credit Union, Creator of the Digital Credit Union Fintech Lab
  • Frank Wasson, former CEO, First Entertainment FCU
  • George Rudolph, CEO, Pennsylvania State Employees Credit Union
  • Hans Theisen, Fintech Investor, Co-Founder Cardlytics
  • Kris Kovacs, CEO, Constellation CUSO
  • Paul Ablack, Fintech Investor, Founder of OnApproach
  • Scott Patterson, CEO, CU Student Choice
  • Lee Miller, Founder, RenoFi

Join the Credit Union–Fintech Mastermind Today!

The Credit Union–Fintech Mastermind is a transformative career development and networking experience for influential industry leaders!

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