2024 HIGHLIGHTS
FEATURED KEYNOTES
Nationally, Gene appears regularly on Fox Business, MSNBC, as well as CBS Eye on the World with John Batchelor and SiriusXM’s Wharton Business Channel where he talks about the financial, economic and technology issues that affect business leaders today.
Through his keynotes and breakout sessions, Gene helps business owners, executives and managers understand the political, economic and technological trends that will affect their companies and—most importantly—the actions they can take to continue to grow and profit.
Gene owns and operates the Marks Group PC, a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses.
Prior to starting the Marks Group PC, Gene, a Certified Public Accountant, spent nine years in the entrepreneurial services arm of the international consulting firm KPMG in Philadelphia where he was a Senior Manager.


Melina teaches applied behavioral economics through the Texas A&M Human Behavior Lab and obtained her master’s in behavioral economics from The Chicago School of Professional Psychology. A proud member of the Global Association of Applied Behavioral Scientists, Melina has contributed research to the Association for Consumer Research, Filene Research Institute, and writes the Behavioral Economics & Business column for Inc Magazine. Her books include What Your Customer Wants and Can’t Tell You and What Your Employees Need and Can’t Tell You.
One of America's top futurists (per the BBC) and business strategy and leadership training providers, the Fortune 500 calls him a "defining figure in business and technology" and "top trendsetter to follow." A respected business strategist, futurist and trendspotter, says PBS, he's helped create hit products found in 500 million homes. Mid-pandemic, he was named to Consulting magazine's Top 25 Consultants list for Excellence in Leadership as one of the field’s most influential voices – and his ability to help innovate/adapt.
A strategic adviser to CEOs and four-star generals, and the head of BIZDEV: The Intl. Assoc. for Business Development and management consulting and market research firm FutureProof Strategies, firms like IBM, PwC + the Dept of Defense often seek his insight. He's one of the world's 150 most influential keynote speakers and today’s #1 generations expert and technology expert (per Google) as seen in 700 outlets from CNN to The Today Show.


Tracks
It’s critical for credit unions to create an organizational culture that engages and energizes staff, supports individual well-being, and offers growth and development opportunities. But that’s just the beginning. Learn how to develop a strong organizational culture that thrives on positivity. This track is endorsed by the HR & Training Council, Diversity & Belonging Council, and the Marketing & Business Development Council.
Topic: Automation & Efficiencies | |
Topic: Employee Engagement | |
Topic: Talent Retention |
Technology moves fast. Keeping pace with or surpassing your competitors is vital. Learn the current trends inoperational processes and efficiencies to achieve success and remain competitive in the marketplace. This track is endorsed by the Payments & Operations Council and the Financial & Accounting Council.
Topic: Fraud in the Digital Age | |
Topic: Updates/Impact of Credit Card Act | |
Topic: Biometrics & Beyond |
To achieve and measure organizational growth, you must intentionally tie your strategic initiatives to your strategic plans. Track and measure your progress and explore future trends to establish the best possible outcomes for your credit union. This track is endorsed by the Lending & Collections Council.
Forget Brainstorming, Try Questionstorming | Melina Palmer -Founder & CEO ,The Brainy Business |
Topic: Through the Looking Glass- ALM | |
Topic: Safely Using Artificial Intelligence |
More than just artificial intelligence and technology upgrades, innovation includes the sharing of big ideas, questioning the status quo, and finding new ways to do business. Learn how to foster innovation in your credit union. This track is endorsed by the Technology Council.
Topic: The Next Wave of AI | |
Topic: Innovation & Change Management | |
Topic: The New Age of Membership Growth |
A strong board of directors is important for a credit union's success. Strength begins with education about matters that may impact the credit union. Get critical updates about what your board needs to know for a sustainable operation. This track is endorsed by the Volunteers Council and the Compliance & Audit Council.
Topic: Litigation Trends |
WHO SHOULD ATTEND?
- CEOs
- C-Suites
- Board Chairs
- Board Volunteers
- Supervisory Committee Members
- Compliance & Audit Professionals
- Finance & Accounting Professionals
- HR & Talent Development Professionals
- Lending & Collections Professionals
- Marketing & Business Development Professionals
- Operations Professionals
- Payments Professionals
- Technology Professionals