Owner Login

Our Speakers

Take an in-depth look at our dynamic speakers.

Robert Safian

Kyle Scheele

Kerry Bodine

Customer Experience Coach and Author

Bodine & Co.

Speaking topic:

Jonathon Brown

Chief Growth Officer

TrendHunter

Speaking topic:

Rachel Wilson

Chief Data Officer

Morgan Stanley Wealth Management

Speaking topic:

Paolo Bertolotti

John Carew

Chief Strategic Officer

Georgia's Own Credit Union

Speaking topic:

Jake Dunagan

Director, Governance Futures Lab

IFTF

Speaking topic:

Alex Johnson

Sarah Lietz

Chief Experience Officer

MDC

Speaking topic:

Michelle Mozzar

SVP, Strategic Execution Office

MDC

Speaking topic:

MDC's Summer Owner Meeting

00
Days
00
Hours
00
Minutes
00
Seconds
It's time for the 2024 Summer Owner Meeting!

MDC's 2024 Summer
Owner Meeting

Join us August 5-7 in Chicago, IL!

Robert Safian

Founder

The Flux Group

SPEAKER'S BIO

Robert Safian is one of the most sought-after speakers, moderators, and interviewers in the modern business. From leadership positions at Fast Company, Time, Fortune and Money, to incisive analysis across multiple TV networks, podcasts and digital platforms, Safian has been lauded as an unparalleled source of insight on the future of the global enterprise.

He is not only among the most acclaimed publishing executives in history but has deep relationships across the C-suite in multiple industries, accessing the cutting-edge developments that are reshaping our world. For decades Safian has chronicled thousands of odds-defying organizations and leaders, uncovering their secrets of success. He synthesizes their lessons into eye-opening and thoroughly entertaining presentations filled with compelling storytelling. He is warm, approachable, and an expert at working with event organizers to personalize his presentations for each audience.

Whether assessing a startup in Detroit, the tech scene in Palo Alto, or an iconoclast in Shanghai, Safian is constantly translating what is next and new to the mainstream. By presenting stories of the people behind innovative business thinking, he provides hope to millions of talented professionals, entrepreneurs, and leaders that meaningful change is possible. Safian has been propelled by a reputation for near-clairvoyant prediction. He was the first editor to put Facebook’s Mark Zuckerberg on a magazine cover, covering Airbnb, Netflix, and Uber long before they became household names.

He led the influential, award-winning business magazine Fast Company for nearly twelve years, turning it into the world’s leading progressive business media brand. He was named Editor of the Year by Adweek and earned the highly coveted National Magazine Award for Magazine of the Year in 2014, beating out rivals including The New Yorker, The Atlantic, The New York Times Magazine, and more. Prior to Fast Company, Safian was the executive editor for Time and Fortune and headed Money as its chief editor for six years. He is a frequent guest on CBS, CNN, CNBC, MSNBC, and other TV networks. His latest projects include The Flux Group, an advisory firm that is driving awareness of new business practices to both individual companies and mass-market audiences; The Flux Network, a special invitation-only community of leading thinkers, creative collaborators, and idea generators; and a highly-anticipated forthcoming book on the reinvention of business that is identifying how leaders at all levels can best adapt and thrive in today’s high-flux environments and turn disruption to their advantage.

Safian has also built a reputation as one of today’s top interviewers, conducting onstage dialogues with many of the world’s most intriguing leaders, including the CEOs of Starbucks, Nike, Target, Ford, Pepsico, Pixar, Walmart.com, Chobani, Under Armour, J Crew, Soulcycle, Casper, Pinterest, Warby Parker and more, plus celebrities including Kate Hudson, Serena Williams, Chelsea Clinton, Princess Reema Bint Bandar of Saudi Arabia, Dwayne “The Rock” Johnson, Sarah Jessica Parker, Jordan Spieth, Jared Leto, Alicia Keys and more. He has been a keynote presenter at events ranging from SXSW Interactive to the United Nation’s Global Accelerators Council, the National Retail Federation’s “Big Show” to the Cannes Lions Advertising Festival, HSM Brazil to The World Congress on Intelligent Transport.

In addition to all of Safian’s wide experiences, pool of knowledge, and deft storytelling skills, he is also warm, approachable, and an expert at working with event organizers to personalize his presentations for each audience. 

Kyle Scheele

Champion of Crazy Ideas

Keynote Speaker

SPEAKER'S BIO

Kyle Scheele has been called “the patron saint of crazy ideas”. Whether he’s having a Viking funeral for the regrets of 21,000 people, hosting the world’s first fake marathon, or gaining a million TikTok followers in just 25 hours, Kyle is always on the lookout for crazy ideas that produce wildly outsized outcomes. Over the last decade, his projects have been featured in outlets like Fast Company, WIRED, The Washington Post, Yahoo!, BuzzFeed, UpWorthy, Goalcast, and more. His videos have been viewed over 250 million times, and he has spoken to hundreds of thousands of audience members across the United States. More than anything, Kyle hopes that his story can inspire others to chase their own crazy ideas and become the people they were meant to be.

Kerry Bodine

Customer Experience
Coach and Author

Bodine & Co.

SPEAKER'S BIO

Kerry Bodine’s book, Outside In: The Power of Putting Customers at the Center of Your Business, helps business leaders understand the financial benefits of great customer experiences — and how their organizations must change in order to deliver them.

In 2014, she founded Bodine & Co., a customer experience consulting firm focused on helping organizations fundamentally shift to thinking and working in more customer-centric ways. She’s also a frequent keynote speaker at conferences and private corporate events around the world.

Kerry’s ideas, analysis, and expert opinions have appeared on sites like The Wall Street Journal, Harvard Business Review, Fast Company, Forbes, and USA Today. She holds a master’s degree in human-computer interaction from Carnegie Mellon University.

Jonathon Brown

Chief Growth Officer

TrendHunter

SPEAKER'S BIO

In the last decade, Dubai Future Foundation, Walmart, Coca-Cola and others have called on Jonathon to maximize their innovation potential. The through-line of his keynote work derives from his decade-long research project interviewing hundreds of innovation leaders globally to uncover methods for sparking systematic innovation. In his day to day, Jonathon guides the vision of Trend Hunter, the world’s largest trend spotting platform. Helping global Fortune 500s to build research and training programs, he’s driven his own “crash course” in corporate innovation and plucked the best practices for the benefit of the audiences he speaks to. As an event emcee and international business keynotes speaker, Jonathon is renowned for his magnetic delivery, executive presence and divergent storytelling style. His best known keynotes include “How to Innovate like a Rap Star,” “Top Innovators in Business,” and “Innovation Tactics from Fortune 500s.”

Shawn DuBravac

President

Avrio Institute

SPEAKER'S BIO

Acclaimed futurist and trendcaster, Dr. Shawn DuBravac is the author of the New York  Times Best Seller Digital Destiny: How the New Age of Data Will Transform the Way We  Work, Live, and Communicate, which explores how the world’s mass adoption of digital technologies portends the beginning of a new era for humanity in the realms of business,  healthcare, finance, transportation, and culture.

DuBravac is an internationally recognized thought leader and top-rated keynote speaker,  delivering pragmatic and provocative insights on the trends, technologies, and paradigms transforming the globe. His research focuses on the forces shaping tomorrow that are percolating on the periphery of society and business today. By providing an elevated view of developing trends, DuBravac empowers leaders and their organizations to improve strategic decision-making capabilities by understanding the changing landscape and identifying the opportunities that lie ahead.

DuBravac is president of Avrio Institute. Borrowing from the Greek Αύριο meaning tomorrow, the Institute helps leaders prepare for uncertain and divergent futures. Clients include Fortune 100 and Global 1000 companies, scrappy start-ups, government agencies, and non-profit organizations. Grounded in economics, DuBravac served over 12 years as chief economist for the Consumer Technology Association (CTA),  the U.S. trade association representing more than 2,000 consumer tech companies, and owner and producer of CES.

DuBravac writes extensively on disruptive technological shifts and has been widely published on the topics of technology, finance, and economics. His analysis has appeared in The Wall Street Journal, The New York Times, Financial Times,  Washington Post, Wired, Los Angeles Times, Barron’s, and on-air with CNBC,  Bloomberg, NPR, CBS, and other media outlets.

DuBravac has been named one of the top 50 futurist speakers to have at your conference by Readwrite, one of 27 finance thought leaders to read and follow by Prophix, and to Dealerscope’s “40 under 40” list of people to watch in the technology industry. He is a past president of both the CFA Society of Washington, DC, and the Conference of Business Economists, a founding trustee of the CTA  Foundation, and a past board member of the National Association of Business Economists.

DuBravac has taught at the George Washington University School of Business, American University’s Kogod School of Business, the George Mason University  School of Business, Marymount University School of Business, and the University of  Mary Washington. He holds economic degrees from Brigham Young University and  George Mason University. DuBravac resides in Virginia with his wife and three sons. When he’s not helping executive teams decipher coming shifts, he can be found climbing 14ers, running marathons, and coaching youth sports.

Rachel Wilson

Chief Data Officer

Morgan Stanley Wealth Management

SPEAKER'S BIO

Rachel Wilson spent the first 15 years of her career at the National Security Agency (NSA). Over the course of her NSA career, she held several key senior executive level leadership positions. Between 2008 and 2010, she ran NSA’s counterterrorism operations and led a global enterprise in detecting and disrupting terrorist plotting against the United States and its allies. Between 2010 and 2012, Rachel served as NSA’s Chief of Operations in the UK working out of the US Embassy in London. In this role, she worked with UK intelligence services to counter terrorist and cyber threats to the 2012 Olympics. Returning to the US in 2012, Rachel spent nearly five years leading NSA’s cyber exploitation operations within NSA’s Tailored Access Operations. In this capacity, she led the planning and execution of thousands of cyber exploitation operations against a wide array of foreign intelligence, military, and cyber targets and served as the committing official for many of NSA’s highest risk and most important intelligence-gathering activities.   

In April of 2017, Rachel became the first Head of Cybersecurity for Morgan Stanley Wealth Management and Investment Technology. She is responsible for protecting the cybersecurity of Wealth Management, Investment Management and Prime Brokerage systems and the integrity and confidentiality of Firm and client data. Additionally, Rachel advises the leadership of Wealth Management, Investment Management and Prime Brokerage on cybersecurity issues, including secure code development standards, secure network architecture, vendor relationships, advanced persistent threat (APT) detection and mobile security. She also leads field and client education and communication on cyber risk, threats and mitigations. She and her team drive innovation for new cybersecurity and authentication technology. Rachel was recognized by Morgan Stanley Wealth Management as part of the 2019 MAKERS Class, a program that honors women who serve as groundbreakers, innovators and advocates. She was also named one of the Top Women in WealthTech 2020 by ThinkAdvisor.  

In her private capacity, Rachel advises individuals, corporations and institutions on cybersecurity best practices and strategies. She serves on the Advisory Board of WATSCO Inc (NYSE: WSO) and on the CISO Advisory Board of Amgen Inc (NASDAQ: AMGN). Rachel is a sought-after speaker for technology, financial, and professional forums and has recently keynoted the Barron’s Top 100, the National Association of Plan Advisors (NAPA) 401k Annual Summit, the Portfolio Management Institute (PMI) Annual Conference, the Association of Professional Investment Consultants (APIC) Annual Conference, and the National Association of Stock Plan Professionals Annual Conference. Rachel is a leading thinker on protecting children and teenagers from cyber threats and loves educating young people and their parents on how to be safe citizens on the internet. Rachel holds a BA from Wellesley College and an MA from the University of Chicago. Rachel and her husband live in New York City with their two children. 

Paolo Bertolotti

CEO and Co-Founder

ModernFi

SPEAKER'S BIO

Paolo Bertolotti is the CEO and Co-Founder of ModernFi, a financial technology firm that helps credit unions and banks grow, retain, and manage their deposits and shares. Through ModernFi’s deposit network, financial institutions of all sizes can provide extended deposit insurance, manage balance sheet size, and source funding. Prior to ModernFi, he was a quantitative researcher at the asset management firm AQR Capital. Paolo holds a PhD in machine learning from MIT where he focused on deposit optimization and a BS in operations research from Columbia. He also serves as a Lecturer in Statistics at Columbia University.

John Carew

Chief Strategic Officer

Georgia’s Own Credit Union

SPEAKER'S BIO

As Chief Strategic Officer (CSO) of Georgia’s Own Credit Union (12 years), John is responsible for strategic planning process, alignment of organizational activities with the strategic plan, measuring organizational performance, and aiding peers with select strategic initiatives. As President of Georgia’s Own Holdings, John is responsible for proactive management of the credit union’s investments in CUSOs and other partnerships. 

John has worked with other industry leaders in the development of strategic collaborations including Constellation Digital Partners, CU Railz, and Curql Collective and the Curql Funds. His is currently a board of director of Constellation and Curql Collective and previously served on the boards of Payrailz, Georgia Credit Union Services, and Cooperative Services, Inc. 

Prior to joining Georgia’s Own, John held positions leading strategy, mergers, technology, product management, and advocacy.

Jake Dunagan

Director, Governance Futures Lab

IFTF

SPEAKER'S BIO

Jake is an experiential futurist, governance designer, and teacher. He directs the Governance Futures Lab at IFTF. His work has been centered on the concept of social invention and novel methods to help individuals, organizations, and governing institutions re-imagine and re-invent their futures. Recent research projects include the future of social entrepreneurship, applied embodied cognition, judicial foresight, kid’s technologies, intellectual property law, service innovation, and the future of work. He has helped create tools to increase citizen participation in political system design, and he also creates visual media, interactive experiences, and public engagement projects that inject alternative visions of the future into the present.  
 
Jake holds a Ph.D. from the University of Hawaii, Manoa with a focus on neuropolitics, governance design, and communication of foresight. He has an MA from Temple University and a BA from Auburn University, both in Anthropology of Visual Communication. He is an adjunct professor in the Design Strategy MBA program at the California College of the Arts, where he teaches strategic foresight, tactical media, and social invention, and also International Mentor for the Diseño de Mañana program at CENTRO in Mexico City. 

Alex Johnson

Business Consultant

MDC

SPEAKER'S BIO

“I love credit unions and their dedication to members and communities. Having the opportunity to work for an organization that supports credit unions and their ability to serve well into the future is so meaningful. I’m energized by thoughtful conversation and can’t wait to share these with our credit union owners.” 

Alex joined MDC in the Strategic Execution Office in April 2023 and has a decade of experience in the financial services industry with a background in marketing, community relations, and member experience. She’s experienced in driving process improvements and managing a wide variety of projects that support overarching business objectives. Alex is a proud Boise State University graduate with a BBA in Marketing – Go Broncos! 

Kevin Johnson

President & CEO

Suncoast Credit Union

SPEAKER'S BIO

Kevin Johnson has been the President and Chief Executive Officer of Suncoast Credit Union since 2016. Suncoast is headquartered in Tampa, Florida and is the largest credit union in the state of Florida with over $16 billion in assets, more than 1.1 million members and 78 branch locations throughout Florida.

Over his 37-year-career at Suncoast, Johnson has served in many roles including Executive Vice-President/Chief Information Officer where he provided organizational leadership for the credit union’s technology and digital strategy.

As an advocate for the credit union industry, Johnson serves on the Boards of CUNA Mutual Group, Members Development Company, and Filene Boards. He previously served on League of Southeastern Credit Unions, Affiliated Consolidated Services, and the Southeastern Credit Union Foundation Boards. Locally, he contributes back to his community through his involvement as a director on the Hillsborough Education Foundation.

A University of Tampa alum, Johnson earned a bachelor’s degree in business management.

When Johnson isn’t helping members save more for life, he can be found fishing, hiking and traveling the world.

Jeff Kline

President & CEO

MDC

SPEAKER'S BIO

Jeff Kline has been the President/CEO of MDC since 2007 and has been in the credit union industry for more than 30 years. 

Jeff started his career as a CPA at KPMG Peat Marwick and then went to work for a client, US Central Credit Union. He has worked at several other credit unions as an EVP of Finance and Technology, an EVP of Retail and Strategy, and as a CEO. 

Sarah Lietz

Chief Experience Officer

MDC

SPEAKER'S BIO

Sarah Lietz is the Chief Experience Officer for MDC. She is responsible for several strategic initiatives, MDC’s SEO and Events teams, and numerous R&D projects. 

She joined MDC in 2005 after serving for two years as a corporate project manager for CUNA Mutual Group (now TruStage). Prior to working with CMG, she spent eight years in product development in the telecom industry, focused primarily on introducing new Internet-related products to the marketplace. She has also held positions with the Chicago office of KPMG Peat Marwick, a global consulting and accounting firm. 

Sarah volunteered on the board of directors of Firefly Credit Union in Minneapolis/St. Paul for nine years, including four as Board Chair. Sarah earned her MBA from the University of Wisconsin–Madison and a BS from Illinois State University. 

Michelle Mozzar

SVP, Strategic Execution Office

MDC

SPEAKER'S BIO

Michelle is the SVP, Head of Strategic Execution Office at Members Development Company. In her current role, she is responsible for leading project strategy and delivering innovative research and solutions to MDC owners. Prior to joining MDC, Michelle served as Vice President for Treasury Implementations at Wells Fargo. She has worked in financial services for over 20 years in multiple leadership capacities, including strategic planning, project management, leadership development, training, and operations. 

She holds a doctoral degree in interdisciplinary leadership from Creighton University.