In|Vest West 2018 Direct

More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm. For more, please see: InVest Conference.

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Invest West | Direct
  • James R. Schenck is president and CEO of PenFed Credit Union.

    January 22
    James Schenck, PenFed
  • Jeff Pappert is director of North American sales and business development of Cygilant.

    January 22
    Jeff Pappert is director of North American sales and business development of Cygilant.
  • Todd M. Harper is chairman of the National Credit Union Administration, chairman of the Federal Financial Institutions Examination Council and a voting member of the Financial Stability Oversight Council.

    January 22
    Todd Harper is a member of the National Credit Union Administration board
  • Chet Heughan is senior sales director at AppOne, Inc., an online platform connecting powersports dealers with lenders.

    January 22
    Chet Heughan is senior sales director at AppOne, Inc., an online platform connecting powersports dealers with lenders.
  • Christian Widhalm is the CEO of Bloom Credit.

    January 22
    Christian Widhalm is chief revenue officer at LendKey Technologies
  • January 22
  • Ann Solomon is vice president of strategic initiatives at Inclusiv.

    January 22
    Ann Solomon, Inclusiv
  • Jenny Vipperman is chief lending officer at VyStar Credit Union.

    January 22
    Jenny Vipperman is chief lending officer at VyStar Credit Union
  • David Frankil is the president and CEO of the New Jersey Credit Union League.

    January 22
    David Frankil, New Jersey Credit Union League
  • Amy Flanary-Smith is special counsel in the Columbia, S.C., office of Parker Poe.

    January 22
    Amy Flanary-Smith