2023 Fall Leadership Conference

Joanne Broderick, CUCE, BSACS, CUBLP, Senior Manager Compliance Services, CrossState Solutions, provides customized compliance solutions and training for credit unions and chapters. Working one-on-one with contracted credit unions, she ensures they remain abreast of ever-changing regulatory compliance issues and are prepared for regulatory examinations by reviewing and/or providing policies, internal procedures, and training.

John Giordano is the CEO of First Heritage Financial.

A business and economics major at Vanderbilt University, Giordano began is career in the mortgage industry with Eastern Mortgage Services in 1994 as a Director/ Assistant Vice President, and Manager of Field Services. In 1998, Giordano moved to Phoenix Mortgage Company as an Executive Mortgage Banker and then joined First Heritage Financial in 1999 as the Director of Mortgage Services.

As Senior Vice President of Sales and a member of PWCampbell’s Planning Committee, Glenn is charged with leading the business development team for the company and assisting clients through the re-imagination of their retail branch network. He also helps guide them through the construction process, from program and design development into post construction, ensuring quality and client satisfaction every step of the way.

A veteran banker himself, Glenn spent over 10 years in key management roles for Dollar Bank where he was responsible for twelve branch locations, managed 100 employees and oversaw assets of $2 billion.  This experience, combined with his extensive knowledge in the design/build arena, makes him an authority on branching. Working with hundreds of banks and credit unions to optimize their retail branch network and operations space over the past two decades has enabled him to speak to the latest branching trends, methods to revitalize branch networks for peak performance and profitability, and optimum space planning for operational efficiency and future growth. Glenn has a distinctive knack for blending his diverse understanding of banking, construction, and marketing to provide effective solutions for clients of every size.

Glenn holds a Bachelor of Arts Degree in Finance, Management and Accounting, as well as a Master’s Degree in Business Administration and is licensed in commercial real estate. He is frequently asked to share his knowledge via speaking engagements with financial leagues and associations throughout the mid-Atlantic Region.

Rich Jones is the Founder/Principal of Leading2Leadership LLC. and spent over 20 years in leadership roles in the financial services sector. Before becoming an executive in the financial services sector, Rich was an entrepreneur, building and selling two businesses and working for early-stage start-up companies in executive roles in marketing, business development, and seeking investment partners.

Rich published “Leading2Leadership, a Situational Primer to Leadership Excellence.” The book is available on Amazon.com. In 2014, Rich was chosen as a Credit Union Rock Star by CU Magazine, and in 2018, Rich received the Lifetime Achievement Award from CUNA Marketing and Business Development Council.

A Marine and graduate of Colorado State University, Jones shares his expertise at www.leading2leadership.com

Craig Kazda is the Vice President of QNTM, a holistic web and digital marketing agency located in Lancaster, PA.

Together with his brother Eric, Craig is a founding partner of QNTM. Since it’s origination in 2008, QNTM has used a scientific approach to marketing to develop digital strategies that integrate multiple platforms to produce a measurable ROI for their clients. In his role as Vice President, Craig Kazda facilitates the execution of each project from start to finish, helping clients convey their marketing vision. Focusing specifically in the financial, banking, and credit union verticals, Craig brings years of experience to help clients better connect with prospective and existing customers. This includes a comprehensive understanding of how to ensure that their marketing is compliant with stringent industry and federal guidelines, including ADA/WCAG standards.

Outside of QNTM, Craig has serves as the Festival Director and Board Member for Lancaster Pride, helping bringing a festival to downtown Lancaster that attracted over 6,000 people in 2023. Previously he was the President for the Keystone Indoor Drill Association (KIDA), a competitive marching arts organization that provides competitive opportunities for over a hundred indoor color guards and percussion ensembles in the Mid-Atlantic region, impacting the lives of nearly 2,000 student-performers each year. He also enjoys traveling with his husband Kyle and exploring the foodie scene within Lancaster County, at the detriment of his waistline.

Since the beginning, Eric Kazda has solved problems. From the creation of sophisticated contraptions for completing chores to questioning the status quo, Eric’s true passion lies in listening to people and helping them solve their problems.

Eric applies this passion to his position as founder and president of QNTM. Founded in 2008, Quantum Dynamix is a web and digital marketing firm that focuses on creating stellar online experiences for credit unions across the country.

When not focused on QNTM, Eric time reading books, playing video games, enjoying craft beers, traveling with friends and family, and of course pondering the world’s most complex problems.

Bill McKenna is the President and CEO of McKenna Marketing Network which he launched in March 2023. Bill has nearly 40 years of experience and possesses a comprehensive understanding of the financial services industry and through working with more than 500 credit unions and community banks nationwide on marketing and growth strategies.

He is the former President and co-founder of Marketing Partners, Inc., a nationally recognized marketing firm. Bill’s held positions of VP of Marketing at American Heritage Credit Union and recently as CMO for a $2 billion community bank.

During his more than 40 years in the advertising and marketing industry, he has held positions as Art Director, Creative Director and Vice President of Marketing and New Business Development for several advertising agencies located in New York, New Jersey, and Pennsylvania.

Bill has spoken more than 100 times to groups nationwide on a variety of marketing and financial services topics.

Shari Storm spent 16 years as an executive at a Seattle credit union, where she oversaw marketing and IT. Her proudest accomplishments at Verity Credit Union included being named an Innovator of the Decade by Net.Banker, heading up the successful Verity Mom campaign, and participating in Filene’s prestigious i3 program. Her first book, Motherhood is the New MBA: Using Your Parenting Skills to be a Better Boss was published by St. Martin’s Press. With almost 20,000 copies sold, it has been translated into Mandarin and purchased for publications in four countries. The book has received tremendous press, including Time and Redbook magazines, Martha Stewart’s radio, BusinessWeek online, the Costco Connection and the cover of the Metro News New York, to name a few.

Shari has been named a Woman of Influence by CU Times. She has been featured in American Banker, Credit Union Management, and The CEO Report. She is now the CEO of Category 6 Consulting, which specializes in developing strategy with a strong focus on culture, marketing, and fintech. Shari received her undergraduate degree from University of Washington, her MBA from Seattle University and attended three years of the CUES CEO Institute.

Greg has been with the CrossState Solutions team since 2009 and is the Senior Manager of the Solutions’ audit services department.

He works with credit unions conducting annual audits, ACH, BSA, SAFE Act, and Supervisory Committee quarterly audits. In addition, Greg answers questions and conducts trainings for credit unions for topics including Financial literacy, Internal Auditing, Supervisory Committee, and Automated Clearing House (ACH).

Greg obtained his Accredited ACH Professional (AAP) designation in 2012, He also has Bank Secrecy Act Compliance Specialist (BSACS) and Certified Credit Union Internal Auditor (CCUIA) designations. Westwood holds a BS in Accounting from Penn State University and recently obtained a Master’s of Science in Accounting from Northcentral University.

Westwood lives in Central Pennsylvania with his wife and three daughters. He serves as the treasurer and vice chairman of the Board at his church.