By George Communications is a news-driven and newsroom-trained boutique public relations agency with extensive experience working with financial services companies, including credit unions. By George increases clients' visibility and credibility with internal and external audiences and stakeholders. Clients have been featured in top media outlets like The Associated Press, CNN.com, Kiplinger, U.S. News Money, USA Today, The Wall Street Journal and more.

Originating from the idea that credit unions lacked access to institutional investments and that insurance policies written for banks were a poor solution for credit unions, Elite Capital launched the Elite Yield Enhancement Pre-Funding Program® in 2007, and has grown to be one of the largest providers of non-insurance based $701.19C investment programs in the United States. Elite specializes in Charitable Donation Accounts and Employee Benefits Pre-Funding, providing institutional money management combined with automated portfolio accounting and reporting services exclusively to credit unions.

Dr. Neil Goldman is President of Goldman Consulting & Strategy (GCS, Inc.), an organizational development and perceptual research firm founded in 2002. At last count, Neil and GCS had worked with over five hundred credit unions in 49 states nationwide.

Through research, strategic planning, workshops and consulting services, Neil and GCS provide insights and information for better decisions and better leadership. Effective research and successful leadership share a common purpose – and the core driver of Neil’s work — to facilitate positive change.

Joe Bertotto is Chief Culture Officer at Vizo Financial Corporate Credit Union, a Gallup Exceptional Workplace Award Winner for 2022. He has been a Gallup-certified Strengths Performance Coach since 2004, and in that time, he has introduced the CliftonStrengths Assessment to countless organizations and coached thousands of employees to learn, love and live their strengths.

Joe published his book, “Pick Up the Gum Wrapper: How to Create a Workplace That Increases Performance While Improving Lives,” in December 2019. The content of his book is based on decades of Joe’s personal research on strengths, culture and leadership.

OneDigital helps businesses and individuals achieve their aspirations of health, success and financial security. They provide personalized, tech-enabled solutions for a contemporary work-life experience.

Their team of licensed, independent financial advisers simplifies your complex financial life by integrating investments, insurance, taxes and estate planning into a single strategy. By understanding your goals and objectives, they design a shared vision of success.