Speakers

Cyber Showcase Breakfast Speaker: Jay Budzik
Cyber Showcase Breakfast Speaker: Jay Budzik

CTO
Zest AI

Jay Budzik is the chief technology officer at Zest AI, a software company that helps banks and lenders build, run, and monitor fully explainable machine learning underwriting models. As CTO, Jay oversees Zest’s product and engineering teams. His passion for inventing new technologies – particularly in data mining and AI – has played a central role throughout his career. Before joining Zest, he held varied positions, including founding an AI enterprise search company, helping major media organizations apply AI and machine learning to expand their audiences and revenue, and developed systems that process tens of trillions of data points. Jay has a Ph.D. in computer science from Northwestern University.

Cyber Showcase Breakfast Speaker: Josh Himwich
Cyber Showcase Breakfast Speaker: Josh Himwich

Senior Vice President
Silvur

Product Leader with 13+ years experience of successfully building and scaling best-in-class startup Products across eCommerce, New Media and FinTech. Starting with the customer outcome and working backwards, I operate at the intersection of business strategy, experience design and technology.

Cyber Showcase Breakfast Speaker and Winner: David Norton
Cyber Showcase Breakfast Speaker and Winner: David Norton

Chief Revenue Officer
Eltropy

Watch a video of the award presentation HERE

Dave Norton, Chief Revenue Officer at Eltropy, is a seasoned revenue and GTM leader based out of Highland, UT in the heart of Silicon Slopes. He was recruited to join Eltropy to help build a scalable and high performing go to market organization. Dave is passionate about building talented and high performing teams, where he has been fortunate to play a key role in building 4 unicorn organizations over his career. Each of these firms have played a transformational role in their respective industries, which include financial services, insurance, property management, and asset protection. 

He has mastered what it takes to build a winning culture in multiple organizations in various industries. Dave has achieved success by hiring and developing exceptional talent, creating efficient and proven processes and methodologies, implementing world class systems, and driving a culture of excellence through key performance metrics. Dave loves to celebrate his team's greatness because winning can be difficult, but it quickly becomes contagious when celebrated in the right way.

Dave has decades of experience selling SaaS platforms, big data analytics, AI and BI, data aggregation, and data platforms. In his work experience while at Xactware, a Verisk entity, Norton & his team achieved 13X revenue growth and increased market share from 30% to 85%. While at MX, a unicorn fintech, Dave played a key role in building an exceptional team who doubled the revenue during his tenure and continues to have great success. There he led the implementation of world class systems and processes proven to drive hyper growth. Most recently with LiveView Technologies, Mr. Norton built a high performing organization where he hired 100 new team members in less than 12 months and drove his team to exceed triple digit revenue growth. 

These success stories are centered on being customer obsessed, ensuring each customer achieves their aspirations and goals through excellent fulfillment and service. Eltropy’s mission is to deliver the #1 digital communication platform to community financial institutions. If you want to know what Eltropy can do for you and your members and are curious why Eltropy is the fastest growing digital communication platform, reach out to Dave or a member of his team. They are ready to share several ways in which Eltropy can create the positive customer impact you are looking for.

Dave holds an MBA from Northwestern University’s Kellogg school of Management, and an undergraduate degree from Brigham Young University where he is an avid fan.

Cyber Showcase Breakfast Speaker: Sanjay Patel
Cyber Showcase Breakfast Speaker: Sanjay Patel

Founder & CEO
Smart Hive

Sanjay Patel is one of the world's foremost thought leaders on real-time anonymous threat sharing among organizations. He started Smart Hive to enable organizations of all sizes to share threat details anonymously with each other in 90 seconds or less. Smart Hive's mantra is "attack on one is a defense for all."

Sanjay has 20+ years of security experience. Before starting Smart Hive, Sanjay was an executive at TJX where he helped build the security, risk, and architecture team post-breach. He's managed multiple global teams, including Security, Risk, Architecture, Store systems, Middleware, Storage, and Virtualization.Prior to TJX, Sanjay worked at various startups, including Mvalent, Breakaway, and Cyberark.

Cyber Showcase Breakfast Speaker: Josh Wilson
Cyber Showcase Breakfast Speaker: Josh Wilson

Vice President of Sales
EMS Consulting

Josh Wilson is the Vice President of Sales at EMS Consulting, a firm that focuses on Salesforce solutions. Josh has spent the last 6 years working with banks and credit unions on how they can better serve and engage with their members and customers leveraging technology.

Amy Bassett
Amy Bassett

District Director, New Hampshire
SBA

Amy Bassett currently serves as the district director for SBA’s New Hampshire district office. Prior to her appointment in New Hampshire, she served as the SBA district director in Maine.

In her role as district director, Ms. Bassett is responsible for leading the New Hampshire SBA team in the delivery of SBA’s financial assistance, entrepreneurial development and contracting programs throughout the state. 

Ms. Bassett received her bachelor’s degree in business management from Plymouth State College, graduating Magna Cum Laude. She began her career with the SBA in the New Hampshire district office in 1990 and held a variety of positions during her time with that office, including deputy district director and lender relations specialist.

Thomas Dufner
Thomas Dufner

President, TFD Consulting LLC.
Maple Street

Tom began his career in the transportation industry and then transitioned into the financial services industry. In his 22 years of sales experience, he has held positions consulting Credit Unions across the United States. He has a diverse background and brings a unique blend of experience across EFT/ ATM, card branding, internet/ mobile banking, core processing contract negotiations to name a few.

He has worked with hundreds of financial institutions to provide products and solutions to improve their operations and increase their profitability. In Tom’s previous sales positions, he has been the top performer, recognized for his leadership abilities and sales management. He attributes this success to his commitment to the customer and building long-term relationships.

Tom received his BA in Business Administration from Lycoming College in Williamsport, Pennsylvania.

Renee Fry
Renee Fry

Founder/CEO
Gentreo

Renee Fry is the founder of Gentreo, a next-generation financial estate planning, web-enabled software solution. Fry, a Harvard Business School Rock 100 entrepreneur, graduated with honors from Pennsylvania State University and earned an MBA from Harvard Business School. She took her first career steps in the political sphere, having served in the Massachusetts government cabinet as head of Business and Technology under Mitt Romney. This background has given her the business savvy and inspiration needed to create a company to help the tens of millions of Americans who need help to prepare, plan and protect all they love.

Mark Hayward
Mark Hayward

District Director, Rhode Island
SBA

Mark S. Hayward was appointed District Director of the Rhode Island District Office in March 2000. He joined the Rhode Island District Office as Deputy Director in 1991 and served as the Acting District Director from 1996 until his appointment as District Director. Hayward has served on several occasions as acting regional administrator for New England.  More specifically he served as Acting RA from June 2007 through October 2007, August 2004 through April 2005, and January 2001 through February 2002.

He served simultaneously as acting director of the Massachusetts District Office from February 2004 through April 2005. Mark supervises a staff of 4 professional employees and is responsible for the management and delivery of the SBA’s financial and technical assistance programs for the state of Rhode Island. He has served as a member of the SBA Administrator’s Field Advisory Council from 2001 through 2008. During that period he also served six months as the District Director in Residence in the office of the Administrator.

In February of 2017, Hayward was appointed Senior Advisor to the 25th Administrator of the SBA, Linda McMahon. Upon his return from assignment Hayward was appointed acting Regional Administrator for Region I as well as Rhode Island District Director. In May of 2017 Hayward was also temporarily appointed as the acting Regional Administrator for Region IV, serving Alabama, Florida, Georgia, Kentucky, Mississippi, North Carolina, South Carolina, and Tennessee.

Hayward has initiated and developed outreach programs to enhance the Emerging Markets initiatives, including the Rhode Island Salute to Small Business Week celebration. Mark has 35 years of federal service. Prior to his assignment with the Rhode Island District Office, he was the SBA’s Acting Chief Counsel for Advocacy in Washington, D.C. from February 1990 until November 1991.

From 1981-1983 Hayward was the Deputy Director of Intergovernmental Affairs at the Environmental Protection Agency. He also served from 1983-1989 as the Deputy Assistant Secretary for Territorial and International Affairs at the U.S. Department of Interior.

Mark is a native of East Providence, Rhode Island, where he served on the city council and was mayor from 1976 to 1982. Hayward holds a Bachelor of Arts degree in American History with a minor in European History from Providence College. He also attended the Foundation for Economic Education in Irvington-on-the-Hudson, New York.

Bryce Jackson
Bryce Jackson

Chief Operating Officer
MemberClose

Bryce Jackson is the Chief Operating Officer for MemberClose. He has helped credit unions save time and costs associated to processing mortgage loans since 2016. For more than 20 years, he has helped credit unions grow and their members improve their financial lives. His main objective is educating credit union partners about the significance of implementing efficient lending solutions.  

Bryce loves being a dad to his daughter and twin sons and spends time at their activities. He enjoys surfing in RI, skiing, and playing golf.

James Langer
James Langer

Sales Manager
CUNA Mutual Group

Jim Langer is a Sales Manager with CUNA Mutual Group. In this role, he is responsible for leading and managing a team of seven Sales Executives, dedicated to serving the needs and growth of mid-size and larger credit unions.

Jim began his CUNA Mutual Group career in 2003 as a Sales Executive, to his current position of Sales Manager managing a sales team from Georgia to Maine.

Prior to joining CUNA Mutual Group, Langer was Vice President and Partner of Creditor Services, Inc., a specialty agency that provided insurance services to credit unions.

Thomas Long
Thomas Long

Founder & Principal
The Long Group

For more than 25 years, The Long Group has been building benchmarks for performance and providing business intelligence, analytics, strategic insight, and guidance. As a recognized industry thought leader, Tom Long is a contributor to BAI, Credit Union Times, CUToday, Bankers Digest and Bankadelic.Tom has been a featured speaker for the American Marketing Association, BankWorld, Bank Customer Experience Summit, the Mid-west Summit, the NAFCU Strategic Growth Conference. National Association of Credit Union Management and numerous banking and credit union associations. Tom has also been a guest lecturer at the Boston College Carroll School of Management MBA program.

Thomas Loring
Thomas Loring

Senior Manager
Wipfli

As a senior manager in Wipfli’s risk advisory services practice, Thomas Loring performs a variety of functions in internal controls, information technology (IT), and information security. He performs technology auditing in all areas of IT-related controls, including IT department organization and administration, daily operations, software change management, logical security, and physical security. Tom regularly performs System and Organization Controls (SOC) 1 and SOC 2 examinations, IT general control reviews, information risk assessments, and consulting for clients in a wide variety of industries including financial institutions, third-party data processors, statement printers, data centers, and more.

Tom holds a B.S. in Business Administration with a concentration in accounting from the University of Maine. In addition, he holds an M.B.A. from the University of Southern Maine. He is a member of the Information Systems Audit and Control Association.

Gwendolyn McCoy
Gwendolyn McCoy

Entrepreneur, HR Professional, Diversity and Inclusion Practitioner
Sponsored by: Alera Group

Gwendolyn stands at the forefront of entrepreneurship and diversity and inclusion. She is an HR professional and diversity and inclusion practitioner with expertise in compliance, strategy, program and event design/management, training, and development, and branding and communications.

Gwendolyn recently joined John Hancock/Manulife as the US Head of Diversity, Equity, and Inclusion. She also sits on panels, delivers learning solutions, and facilitates conversations for organizations looking to advance DEI in their firms.

Prior to that, Gwendolyn partnered with domestic and international firms as a Senior Consultant with Diversity@Workplace, a consultancy focused on learning solutions, strategy, and process redesign to improve talent acquisition, retention, and engagement. Before joining D@W, Gwendolyn built and managed enterprise-wide programs at Massachusetts’ largest health insurance carrier. Her signature program, Women@Blue, focused on career development and girl empowerment and has been recognized, along with other D&I programs, as Boston Business Journal’s Best Diversity Initiatives in 2014.

She has harnessed passion, expertise, and resources in the community as a member of the Board of Advisors of the Huntington YMCA. She is also on the Board of Encuentro Diaspora Afro (EDA), a non-profit that empowers the Afro-Latino community with an emphasis on middle and high school students. She led the planning of EDA’s two-day conference, Raising Our Voices/Alzando Nuestras Voces, that explored afro identity across the globe. Gwendolyn received the 2015 President’s Award from the Boston Branch of the NAACP for chairing the Branch’s Centennial Celebration.

Gwendolyn is the Founder and Principal of MS Creative Group. Floral design, event design, small business development, and communications are some of the many services offered. Make Scents Floral Design was featured in the United States Postal Service ad campaign Small Business Solutions.

Gwendolyn holds an MBA from Bentley with concentrations in marketing and entrepreneurship. She holds a graduate certificate in Diversity and Inclusion from Cornell University and a designation as a Certified Diversity and Inclusion practitioner through the National Diversity Council. She is a graduate of the Fellows Program of The Partnership Inc.

Robert Nelson
Robert Nelson

District Director, Massachusetts
SBA

Robert H. Nelson was appointed district director of SBA’s Massachusetts District Office on November 26, 2007. The district office is in Boston with a branch office in Springfield, Massachusetts. 

As district director, Mr. Nelson is responsible for the effective delivery of SBA’s financial and business development programs with a mission to counsel, assist and protect the interest of small business statewide to maintain and strengthen the economy. He has 25 years of federal service,19 of which have been with the SBA. 

Nelson and the Massachusetts District Office staff work to help entrepreneurs to start, grow and build their businesses through access to capital, government contracting and technical assistance. On the financial side, Mr. Nelson is responsible for increasing delivery of the popular 7(a) and 504 loan programs which help small businesses obtain debt capital. During his tenure as district director, Massachusetts has seen tremendous increases in the use of SBA loan programs statewide. Massachusetts consistently ranks as one of the most productive district offices in terms of access to capital for small businesses. Nelson is also responsible for SBA oversight of the Massachusetts Small Business Development Center’s (MSBDC) statewide network, the six Massachusetts chapters of SCORE: Counselors to America’s Small Business and the Massachusetts Women’s Business Center – the Center for Women & Enterprise. 

Before joining the SBA, Bob spent several years with the Federal Deposit Insurance Corporation (FDIC). He also has several years of banking experience having been a commercial lender for several New England area banks. He was a Vice President at Shawmut Bank, R.I. 

In 2011, Mr. Nelson successfully completed the Excellence in Government Fellows program offered through the Partnership for Public Service. During his SBA career, he has also served in the following capacities: Acting Deputy Associate Administrator of Capital Access – Washington, DC; Acting New England Regional Administrator; Boston, MA and Acting District Director – Lubbock, TX and Hartford, CT. Mr. Nelson holds a BA degree in Economics from Hobart College in Geneva, New York.

Jill Nowacki
Jill Nowacki

President/CEO
Humanidei

Jill Nowacki started her career with credit unions in 2001. She has taken on leadership roles at credit unions and state and national trade associations, including serving as the President/CEO of the Credit Union League of Connecticut. In 2019, Jill founded Humanidei, a human capital strategies firm that helps credit unions build inclusive cultures that attract, develop, and retain top talent – from the front line through the Board of Directors.

By strategically addressing the value of human capital, credit unions can create environments where people bring their best, authentic selves to work; resulting in diversity in thought, increased innovation, stronger succession planning, and ultimately: Relevant, growing credit unions that expand the economic capacity of the members and communities they serve.

Throughout her career, Jill has worked with credit union leadership across the country to introduce business and human capital strategies that lead to growth. She is a sought-after speaker and thought leader on the topics of leadership, diversity, and strategic planning.

Jill holds a Master’s in Public Administration from the University of Montana and a Bachelor’s in Communication and Public Relations from Carroll College (Helena, Montana). She is a certified International Credit Union Development Educator, a Certified Association Executive (CAE), and a Certified Diversity Executive (CDE).

Bryant Ottaviano
Bryant Ottaviano

Chief Executive Officer
Pivot Lending Group

Bryant Ottaviano founded Pivot Lending Group in October 2002 with a clear desire to create a better mortgage company — one that knows every member is important and not a number in a que. For more than 30 years, Bryant has been putting his theory to test, and as a result he has developed a loyal customer base that rivals those of some of the largest financial institutions. Whether working with credit unions, banks, developers, realtors or homeowners, Bryant’s main objective is to ensure the right product at a competitive price.

When Bryant isn’t searching for the right products at a competitive price, he enjoys being outnumbered by his three lady loves: wife Ashley and twin daughters, Elodie and Finley. The girls love watching their dad compete at recreational softball. Bryant also spends time drumming, which he has been playing since age 11. He is a member of the band North Side Tragedy; a tribute to the World Champion Chicago Cubs Baseball Club.

Tom Slefinger
Tom Slefinger

Senior Vice President, Fixed Income Institutional Sales
Alloya Investment Services

Tom’s primary role is to develop and manage operations associated with Institutional Fixed Income Sales with ISI. In addition to providing strategic direction, Tom is heavily involved in analyzing portfolios, development investment portfolio strategies, and identifying appropriate sectors and securities. The goal of this activity is to optimize investment portfolio performance at the credit union level. In total, Tom has more than 32 years of combined success in fixed income analysis, trading, and portfolio risk management. He has a proven track record of delivering superior investment performance across domestic and international fixed income funds.

Tom holds a B.S. in Business Administration from the University of Maine. In addition, he holds a Series 7 and 63 through ISI.

Kyle Stutzman
Kyle Stutzman

Chief Revenue Officer
Pure IT Credit Union Services

Kyle provides a unique credit union industry perspective and background to the Pure IT team. As a former credit union IT leader, he brings potential clients’ perspective to the business. In his twelve plus years in the credit union space, he has created a network of credit union CIOs and industry vendors which provides excellent access to Pure IT’s target market and inside information on the competitive landscape.

Kyle’s experience also includes Chief Operations Officer of OGO, a credit union focused IT disaster recovery and community cloud provider. From his COO experience he brings with him knowledge and experience on product & company acquisitions, process development & improvement skills, in depth knowledge on credit union regulatory IT needs, and experience guiding a fast-growing IT company.

Beyond his key credit union industry knowledge, Kyle brings a mix of deep IT and business skills. No matter his title, his role in the IT and business world always included bridging the gap between business and IT units. This ability allows Kyle to both improve internal communication and be a key resource for external sales and sales engineering roles. His business experience has the additional validation from his continued education focused on business leadership.

He holds an Executive MBA from Colorado Technical University and a Bachelor of Science degree from Eastern Mennonite University.