Facilitators

Lily Newfarmer

Lily Newfarmer
President & CEO
Tarrant County's Credit Union
Lily Newfarmer serves as President and CEO of Tarrant County’s Credit Union in Fort Worth, Texas, where she has led the organization for more than 25 years. With over three decades in the credit union movement, Lily has dedicated her career to strengthening cooperative finance, advocating for small credit unions, and developing leaders within the industry.

Lily is committed to mentorship, collaboration, and ensuring that the perspectives of smaller credit unions are represented at the national level. She is a graduate of the University of Madrid, Spain, with a Bachelor of Arts in Business and Finance, a graduate of Southwest Credit Union Management School, and holds both the Credit Union Development Educator and International Credit Union Development Educator designations. She has also served as faculty at Southwest Credit Union Management School for more than 20 years and currently cofacilitates Cornerstone’s Principal and Philosophy Workshop.

Lily is a founding member and current Board Chair of the Credit Union Women’s Leadership Alliance (CUWLA). She serves on the Board of the Filene Research Institute, is the Vice Chair of CU Evolution (CUSO) and serves on the ACU’s Small Credit Union Committee. Her past service includes leadership roles with the Cornerstone Credit Union Foundation, Cornerstone League, Filene’s Research Council, and multiple national and regional committees.

Lily was inducted into America’s Credit Union Museum’s “Credit Union Women Making History: Herstory” exhibit in 2022.

Courtney Moran

Executive Director
Cornerstone Foundation
Courtney Moran is executive director of the Cornerstone Foundation, providing leadership and strategic direction based on the Foundation’s goals, philosophy, and mission. Moran promotes financial education among credit unions, educators, and partner organizations and oversees financial wellness, credit union development, grants and scholarships, and fundraising. She serves as an advisory board member of the University of Texas at Arlington’s Financial Literacy and Personal Finance Center and was elected to the TriUnity Foundation board. Moran earned a CUDE in 2009, an I-CUDE in 2013, and a CCUFC in 2012. Cornerstone named her the 2006 and 2019 “Manager of the Year” and Credit Union Magazine named her a Credit Union Rock Star in 2014.
Courtney Moran

Mentors

Melissa Burleson
Melissa Burleson
Tarrant County's Credit Union
Mentor | Engagement & Community Development Manager

Speakers

Chad Helminak

Chad Helminak
Owner
Purpose to Impact Consulting
Chad Helminak is an executive leader, facilitator, coach, and strategic advisor with two decades of experience working with credit unions, trade associations, and nonprofit organizations.

As Owner of Purpose to Impact Consulting, Chad helps leaders connect strategy, relationships, and communication in ways that navigate complexity, improve alignment, and deepen trust. Clients value Chad’s ability to bring people together across perspectives and move ideas into action.

Chad holds a B.A. in Communication from the University of Wisconsin–Stevens Point and lives with his family in Wisconsin.

Caroline Willard

President & CEO
Cornerstone League
Caroline Willard is president and CEO of Cornerstone League, one of the largest and most influential trade associations in the United States. She took the helm of the association – which represents credit unions in Arkansas, Kansas, Missouri, Oklahoma, and Texas – and its subsidiaries, Cornerstone Resources and Cornerstone Foundation in April 2017. As president and CEO of Cornerstone, she is responsible for growing both the for-profit and not-for-profit sides of the organization and strengthening its value proposition through relevant services and support at the state level and in Washington, D.C.

Willard serves on the Credit Unions for Kids, Credit Union House, and American Association of Credit Union Leagues boards of directors. Previously, she has served as chair of Credit Union National Association’s Advocacy committee and on the CUNA board of directors, most recently as vice chair before the CUNA-NAFCU merger.

Prior to joining Cornerstone, Willard worked for CO-OP Financial Services (now Velera) as executive vice president, markets and strategy. During her tenure, she also handled mergers and acquisitions, relationship management, marketing, product development, and strategic planning. Willard has worked at financial institutions, as well: Downey Savings in Newport Beach, Calif., and American First Credit Union in La Habra, Calif.

Willard earned a Bachelor of Arts at California State University, Fullerton, and a Master of Business Administration at Pepperdine University.
Caroline Willard