Bio: 

The Ripple Effect: How We Move People Together

Every action creates a ripple. Every choice shapes culture. Every moment matters more than you know. This high-impact keynote shines a light on the daily moments — often overlooked — that shape trust, culture, and connection in the workplace. It’s an energizing and deeply human reminder that your smallest choices can create waves of positive change.

In this powerful keynote, discover how your daily interactions (the ones you think don't count) are changing everything. Through compelling stories of ordinary people who created extraordinary impact, you'll see how small choices ripple into transformational change.

Learning Objectives:

• Why your "invisible" work touches more lives than you imagine
• How culture is built in hallway moments, not boardroom meetings
• The secret to creating intentional ripples that multiply your influence

We underestimate our influence and that’s a problem. The smallest choices and informal moments shape more of our culture than any memo or policy. This session reconnects your audience to their sense of agency, purpose, and shared responsibility in creating positive change.

Leading Through Chaos: Adapting Management for Real-World Results

In a world where plans rarely survive first contact with reality, managers need more than motivational posters and vague strategies. This session cuts through the noise with five practical, battle-tested shifts in management approach. It is designed to bring clarity when things get messy, foster empathy, and build the confidence teams need to move forward. It is not about being perfect; it is about being effective when it counts.

Leading Through Chaos delivers a straight-talking approach to what management really requires in uncertain environments. While old models focus on control, perfection, and efficiency, today’s leaders must build trust, flexibility, and psychological safety, especially on teams under stress. This session introduces five mindset and behavior shifts that support better decision-making, stronger team dynamics, and more resilient outcomes in the face of disruption: •

• From Control → to Clarity
• From Answers → to Adaptive Questions
• From Efficiency → to Resilience
• From Perfectionism → to Psychological Safety
• From Heroics → to Shared Ownership

Each shift is grounded in real-world experience and mapped to both member-facing and internal leadership challenges. Participants walk away with practical tools and language to use immediately. Why This Work Matters When systems are stressed and certainty is gone, leadership defaults to the familiar. Unfortunately, the familiar is often fear-based, rigid, or reactive. This session gives managers a more effective toolkit that honors both the operational and emotional realities of today's credit union workplace.

From Collection to Connection: Coaching Skills for Hard Conversations

Collections work is emotional labor. Every call is a mix of urgency, tension, and vulnerability — for both the member and the staff. This session gives collectors and call center professionals the tools to show up with empathy and effectiveness, even when the conversation is hard.

Behind every overdue payment is a person, and behind every collection call is an employee navigating emotion, regulation, and performance metrics in real time. From Collection to Connection offers frontline professionals the skills and mindset to stay grounded, listen actively, and respond in a way that builds trust — not just compliance.

Learning Objectives:

• Recognize and respond to three common member personas
• Use micro-skills that de-escalate stress and support emotional safety
• Understand what "fight," "flight," "freeze," and "fawn" sound like on the phone
• Apply real coaching language that supports both accountability and empathy

This session is practical, empowering, and designed for immediate application. No role-playing required — just a willingness to reflect, learn, and shift the way we show up in difficult conversations.

Collectors are often the emotional shock absorbers of the credit union. Their ability to manage member distress while staying regulated themselves directly affects both outcomes and burnout. This session honors the complexity of the work and equips people with tools that make the job more human, effective, and sustainable.

Your Money, Your Move: A Women’s Guide to Financial Confidence

This judgment-free, action-focused session is designed to help women build financial clarity and confidence — no jargon, no shame, and no complicated spreadsheets required. Whether you're just getting started or ready to level up, this workshop gives you the tools and language to take control of your financial story.

Your Money, Your Move meets participants exactly where they are. It addresses the emotional side of money while offering practical, step-by-step resources that are immediately usable. Whether the challenge is debt, negotiating salary, or simply figuring out where to begin, this session cuts through overwhelm and offers a clear path forward.

Participants will explore practical tools together:

• Financial Health Self-Check — a simple but powerful tool to assess where you stand and what to focus on next
• Debt Repayment Plan Template — guidance on organizing and eliminating debt, with flexible strategies tailored to your life
• mart Negotiation Worksheet — phrases and prompts to help you confidently advocate for yourself in salary talks, business deals, or everyday money conversations

This session is empowering without being preachy, strategic without being cold, and designed for women who are ready to take their next financial step.

Financial confidence is a foundational form of self-trust. Yet many women have been left out of traditional financial education or made to feel behind. This session gives them the tools to understand their own money patterns, change their financial trajectory, and support others in doing the same. When women understand and own their financial power, entire communities shift.

Redefining Employee Well-Being: Beyond Bubble Baths and EAPs

Employee wellness isn’t a lavender-scented perk or a once-a-year campaign. It is a reflection of your culture. When the reality of daily work doesn’t match the message of well-being, trust erodes quickly. This session challenges the surface-level approach to wellness and offers a real path toward culture-driven care.

In too many organizations, wellness programs are performative, snack tables, inspirational posters, and opt-in EAPs that are rarely used. Meanwhile, burnout continues, engagement drops, and employees quietly exit.  This session unpacks what it really takes to support well-being at work. Through clear frameworks and candid reflection, participants will examine the gap between what is said and what is felt. They will leave with tools to make well-being a shared responsibility embedded in how teams lead, communicate, and operate.

Learning Objectives:

• Identify workplace behaviors that undermine wellness messaging
• Understand how trust, transparency, and leadership modeling shape the culture
• Assess engagement, burnout, and retention using the right data
• Use feedback loops (like exit interviews and engagement surveys) to drive culture change
• Shift from isolated wellness programs to integrated organizational strategy

This session is not about guilt or glitter. It is about creating environments where people can thrive without pretending everything is fine.

Real well-being at work means employees feel safe, supported, and respected in their day-to-day experience, not just at the annual wellness fair. In times of burnout, economic uncertainty, and cultural change, a performative approach is not just ineffective, it is damaging. This session helps organizations walk their talk.

Building Strategic Financial Education: From Service to Strategy

Financial education is often treated like a passion project — mission-driven, but siloed. This session challenges that outdated model and offers a bold, actionable alternative: positioning education as a strategic growth engine. Participants will explore how to align financial education with lending, member experience, and long-term business value.

Credit unions are uniquely positioned to lead in financial education, but too often, programs are built without strategy, measurement, or internal buy-in. This session reframes financial education as a business imperative — not just a feel-good service — and provides a roadmap for how to integrate it into the heart of your organization.

Learning Objectives….Participants will explore five practical shifts:

• From Awareness → to Strategic Narrative
• From Outreach → to Organizational Alignment
• From Programming → to Cross-Functional Integration
• From Activity → to Outcome Measurement
• From Passion → to Executive Leadership

This approach elevates education from a side initiative to a driver of loan growth, member loyalty, and long-term impact — without losing its heart.

When financial education is strategic, it strengthens trust, expands access, and improves financial outcomes for members — while supporting real business goals. In a time when financial health is under pressure, this work is not just mission-aligned, it is mission-critical.

Beyond the Buzzwords: Build a Value Proposition That Cuts Through the Noise (3–4 Hour Experiential Workshop)

This isn’t about writing a clever one-liner. It is about defining the real reason people should choose your business. In this hands-on, high-impact session, participants will learn how to uncover their target audience, understand what that audience truly needs, and communicate how their solution meets those needs in a way that actually lands.

Most value propositions are full of jargon, buzzwords, and generic promises. This workshop helps teams replace vague language with clarity, precision, and confidence. Through interactive exercises, practical frameworks, and peer feedback,

Participants will achieve these learning objectives:

• Identify their ideal customer and their real pain points
• Define their solution’s true value — both pain relievers and gain creators
• Craft a clear, confident value proposition that resonates with the audience they are trying to reach

Whether you're building a pitch, rewriting your website, launching a product, or trying to connect with members in a more meaningful way, this workshop gives you the tools and structure to say what really matters — and say it well.

Perfect for anyone in sales, marketing, business development, or partnerships who is ready to ditch the fluff and speak directly to what customers actually care about.

When you can’t clearly explain why people should choose you, they won’t. A strong value proposition is more than marketing — it’s the foundation of connection, trust, and growth. This session helps professionals stop winging it and start communicating with intention, alignment, and authenticity.

The Calm & Collected Leader: Simple Tools to Stay Steady in Stressful Times

Forget the Guru: How to Build a Mentorship Network That Actually Works

Most people think of mentorship as a one-way street—find a great mentor, learn from them, and move up the ladder. But real mentorship isn’t just top-down. The most successful professionals and leaders build a mentorship web—where learning flows in all directions.

In this interactive session, you’ll learn how to:

• Mentor Up—Build authentic relationships with senior leaders (without coming off as a social climber).
• Mentor Out—Leverage peer connections for shared growth and support.
• Mentor Down—Guide and develop others in a way that’s meaningful but manageable.
• Spot hidden mentors in everyday interactions.
• Build a strong mentorship web instead of relying on just one mentor.

Forget the awkward "Will you be my mentor?" conversations and rigid mentorship structures. This session flips the script on mentorship and gives you immediately useful strategies to build the right relationships at every level—without forcing it.

Whether you're looking to connect with senior leaders, support your peers, or guide others, you'll walk away with a practical, flexible approach to mentorship that works in the real world.

Networking is Dead: Build Real Connections Instead

Most networking advice is outdated. Forget awkward small talk, transactional connections, and collecting business cards. The strongest professional relationships aren’t built through introductions alone; they’re built through trust, shared experiences, and reputation.

If you’ve ever left a networking event with a stack of business cards but no real connections, this session will show you a better way. Instead of constantly chasing new contacts, you’ll learn how to nurture and activate your existing network—and how to build new relationships that actually matter.

In this engaging, no-fluff session, you’ll learn how to:

• Turn weak ties into strong ones—Reignite connections and unlock hidden opportunities.
• Build a reputation that attracts connections—So the right people seek you out.
• Ditch transactional networking—Shift from “working the room” to building relationships that last.
• Leverage collaboration, not just conversation—Why shared projects create the strongest professional bonds.

No scripts. No forced follow-ups. Just real strategies to build meaningful, career-changing relationships.