Leverage in Action: Solutions That Support Growth, Efficiency, and Member Success

LEVERAGE in Action: Solutions That Support Growth, Efficiency, and Member Success

Discover how CCUA's partnership with LEVERAGE can help your credit union strengthen operations, reduce administrative burden, and access specialized expertise. In this session, you'll learn about employee benefits solutions, accounting and CFO services, audit support, compliance resources, vendor management, and cybersecurity offerings designed specifically for credit unions. Join us to explore practical, scalable solutions that can help your organization operate more efficiently while staying focused on serving members.

Kelsey Sullivan, Director of Marketing, Sales & Strategic Programs at LEVERAGE

Kelsey Sullivan is Director of Marketing, Sales & Strategic Programs at LEVERAGE, where she helps credit unions expand member value through strategic marketing, collaborative programs, and practical business solutions. She is passionate about supporting credit unions, especially small and mid-sized institutions, as they grow, innovate, and better serve their members.

Bridget Fazzolara, Senior Vice President, Employee Benefits at NFP’s Corporate Benefits

Bridget Fazzolara is a Senior Vice President in NFP's Corporate Benefits division, leading employer benefit solutions for credit unions through The League of Credit Unions and Affiliates. She partners with credit unions nationwide to develop cost-effective benefits strategies that support employees while delivering exceptional service and long-term value.

Bridgette Mayon, Chief Experience Officer at Aux

Bridgette Mayon has more than 36 years of financial services experience, including 11 years in the credit union movement. She has served in executive leadership roles including Vice President of Member Services, Chief Retail Officer, and Chief Experience Officer. Passionate about member experience, employee engagement, and organizational growth, Bridgette is committed to the credit union philosophy of people helping people.

Joye Jackson, Business Development Sales Associate at Aux

Joye Jackson has more than 20 years of experience in organizational leadership, business strategy, and financial services. She now serves as Business Development Manager at Aux, helping credit unions strengthen operations through strategic accounting, CFO, and advisory solutions.

Marcus King, Vice President at League of Southeastern Credit Unions

Marcus King is Vice President of Credit Union Audit Group and a Certified Public Accountant (CPA). He oversees the firm's operations, audit reporting, and audit engagements for credit unions.