Jim Bouchard
By his own admission, Jim should have been dead or in jail many times over. Martial arts helped him overcome a life of crippling self-doubt and self-destruction. In his programs, Jim shares his inspiring transformation from dropout and drug addict to Black Belt and Sensei -- and how that experience made him a genuine leader. He went on to open 5 martial arts schools, helping hundreds of people achieve their Black Belt rank, and thousands more discover their best selves.
Rising Leaders: Preparing For Your First Leadership Role- Or Your Next!
By his own admission, Jim should have been dead or in jail many times over. Martial arts helped him overcome a life of crippling self-doubt and self-destruction. In his programs, Jim shares his inspiring transformation from dropout and drug addict to Black Belt and Sensei -- and how that experience made him a genuine leader. He went on to open 5 martial arts schools, helping hundreds of people achieve their Black Belt rank, and thousands more discover their best selves.
Rising Leaders: Preparing For Your First Leadership Role- Or Your Next!
Chad Heese
Community Resource CU
CEO, President
Chad holds a Bachelor of Science in Management Information Systems from the University of Nevada, Las Vegas, and a Master of Business Administration from Washington State University. He has completed courses with M.I.T. and Hipereon's School of Commercial Lending. He joined Rogue in 2016 as the Chief Innovation & Strategy Officer and became Chief Lending Officer in 2017. In 2025, Chad joined Community Resource Credit Union as the Chief Executive Officer and President where he has overseen Lending, Enterprise Analytics, and Enterprise Risk Management. He brings over 25 years of experience to the credit union, including senior-level positions in Lending, Information Services and Operations.
Reverse Crasher Panel
Community Resource CU
CEO, President
Chad holds a Bachelor of Science in Management Information Systems from the University of Nevada, Las Vegas, and a Master of Business Administration from Washington State University. He has completed courses with M.I.T. and Hipereon's School of Commercial Lending. He joined Rogue in 2016 as the Chief Innovation & Strategy Officer and became Chief Lending Officer in 2017. In 2025, Chad joined Community Resource Credit Union as the Chief Executive Officer and President where he has overseen Lending, Enterprise Analytics, and Enterprise Risk Management. He brings over 25 years of experience to the credit union, including senior-level positions in Lending, Information Services and Operations.
Reverse Crasher Panel
Joseph Cope
Empathy Driven Leadership Solutions
Keynote Speaker
Joseph Cope, The Empathy Guy, has built a reputation around redefining empathy as a fierce, practical leadership skill. This foundational belief has fueled his journey from award-winning educator to highly sought-after speaker, and it’s what keeps his work rooted in presence, curiosity, and courageous human connection. Whether he’s speaking from top stages, guiding leadership teams with deep intention, or helping individuals reconnect with their own voice, Joseph’s mission is clear: Create space for people to choose growth, firstly for themselves, and then for each other.
Leading from the Heart Without Finishing Last: How Transformational Leaders use Empathy as a Skill
Empathy Driven Leadership Solutions
Keynote Speaker
Joseph Cope, The Empathy Guy, has built a reputation around redefining empathy as a fierce, practical leadership skill. This foundational belief has fueled his journey from award-winning educator to highly sought-after speaker, and it’s what keeps his work rooted in presence, curiosity, and courageous human connection. Whether he’s speaking from top stages, guiding leadership teams with deep intention, or helping individuals reconnect with their own voice, Joseph’s mission is clear: Create space for people to choose growth, firstly for themselves, and then for each other.
Leading from the Heart Without Finishing Last: How Transformational Leaders use Empathy as a Skill
Lisa Dailey
Energize CU
CEO
Lisa Dailey is the CEO of Energize Credit Union, a $28 million member-owned financial institution serving more than 3,700 electric and telephone cooperative employees across Oklahoma. With over two decades of experience in cooperative finance, she is known for pairing strategic growth with disciplined risk management, strong governance, and regulatory excellence.
A Certified Public Accountant since 2004, Lisa brings deep expertise in financial oversight, enterprise risk management, and compliance. She holds the Credit Union Compliance Expert (CUCE) designation and is a Certified Banking Security Manager, reflecting her commitment to operational integrity, cybersecurity, and member data protection. In addition to her CEO role, Lisa serves as Fund Manager for the Oklahoma Association of Electric Cooperatives’ self-insured workers’ compensation fund, overseeing complex financial operations and fiduciary responsibilities that support the long-term stability of Oklahoma’s electric cooperative workforce.
Lisa is also actively engaged in industry leadership, serving on the boards of the Oklahoma Workers’ Compensation Education Association and the OKC Sister Society Chapter. Recognized nationally as a 2020 Fortnightly Under Forty honoree, Lisa is a strong advocate for sustainable, member-focused leadership.
Reverse Crasher Panel
Energize CU
CEO
Lisa Dailey is the CEO of Energize Credit Union, a $28 million member-owned financial institution serving more than 3,700 electric and telephone cooperative employees across Oklahoma. With over two decades of experience in cooperative finance, she is known for pairing strategic growth with disciplined risk management, strong governance, and regulatory excellence.
A Certified Public Accountant since 2004, Lisa brings deep expertise in financial oversight, enterprise risk management, and compliance. She holds the Credit Union Compliance Expert (CUCE) designation and is a Certified Banking Security Manager, reflecting her commitment to operational integrity, cybersecurity, and member data protection. In addition to her CEO role, Lisa serves as Fund Manager for the Oklahoma Association of Electric Cooperatives’ self-insured workers’ compensation fund, overseeing complex financial operations and fiduciary responsibilities that support the long-term stability of Oklahoma’s electric cooperative workforce.
Lisa is also actively engaged in industry leadership, serving on the boards of the Oklahoma Workers’ Compensation Education Association and the OKC Sister Society Chapter. Recognized nationally as a 2020 Fortnightly Under Forty honoree, Lisa is a strong advocate for sustainable, member-focused leadership.
Reverse Crasher Panel
Wendy Cleveland
Firstmark CU
CEO & President
Wendy Cleveland serves as president and chief executive officer at Firstmark Credit Union ($1.2B; San Antonio, TX), a cooperative committed to serving its members, school employees, and the community. Prior to joining Firstmark (March 2025), she served as executive vice president and chief operations officer at Sound Credit Union ($3B; Tacoma, WA). An industry veteran with over 30 years’ experience leading credit unions of various sizes, Wendy has a passion for driving growth by delivering on the credit union mission. She is a fierce advocate for credit unions, members, employees, and communities, having served in a variety of volunteer roles, both locally and nationally. Wendy holds a Master of Business Administration and is a CUES Certified Chief Executive.
Reverse Crasher Panel
Firstmark CU
CEO & President
Wendy Cleveland serves as president and chief executive officer at Firstmark Credit Union ($1.2B; San Antonio, TX), a cooperative committed to serving its members, school employees, and the community. Prior to joining Firstmark (March 2025), she served as executive vice president and chief operations officer at Sound Credit Union ($3B; Tacoma, WA). An industry veteran with over 30 years’ experience leading credit unions of various sizes, Wendy has a passion for driving growth by delivering on the credit union mission. She is a fierce advocate for credit unions, members, employees, and communities, having served in a variety of volunteer roles, both locally and nationally. Wendy holds a Master of Business Administration and is a CUES Certified Chief Executive.
Reverse Crasher Panel