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Accella LLC
Company Overview
At Accella, we're here to guide our clients on the right decisions when it comes to digital experience initiatives. Accella builds digital Credit Union experiences that drive direct revenue and increase member engagement through personalized user experiences.
Accella is a digital development agency that empowers you to achieve your organizational goals through experience strategy and technology delivery.
Services Provided
Data Analytics
Enterprise Content Management
Mobile Banking
Strategic Planning
Technology
Contact
Laura Strelnik, Account Executive
720.795.9977
303 Cloverleaf Ln
Severna Park,
MD
21146
SRM
Company Overview
SRM is an independent advisory firm focused on payments, sourcing, operating strategies, and technology for clients ranging from community financial institutions to global financial services leaders. SRM has partnered on strategic initiatives with 1,000+ clients and returned more than $10 billion in value in the process. More than just consultants, SRM delivers a full-circle experience with the addition of unmatched core technology implementation experts and project management services. SRM provides trusted, data-driven, unbiased advice and continues to expand services based on client feedback and critical needs.
Services Provided
Payments
Technology
Contact
Neil Dougherty, Managing Director of Global Marketing
484.354.6465
5100 Poplar Ave. #2500
Memphis,
TN
38137
Matt Jakubowski, ARM, AAI
Since joining Gallagher in 2013, Matt Jakubowski has been focused on serving the needs of complex, tax-exempt organizations. Over the past several years, the world has been in disruption and the significance of strong leaders has grown. Matt works alongside boards and executives in the credit union movement to build efficient plans that benefit the organization while rewarding and retaining those leaders.
Matt earned dual Bachelor’s degrees from High Point University in Political Science & Economics. Risk & Insurance has twice identified Matt as a Power Broker for not-for-profits, and recently identified him as a Rising Star.
Over the years, Matt has served in multiple board and volunteer capacities including the Nonprofit Development Center of South Jersey, Big Brothers Big Sisters Independence Region, and The Arc Gloucester. Personally, Matt enjoys spending time outside, on the golf course, and with his family. He resides in Southern New Jersey with his wife Alyssa and two dogs, Bogey and Divot.
CUES Year-End Exclusive Membership Upgrade Elevates Potential in the Movement
MADISON, Wis.— Now through December 31, credit unions joining CUES at the Unlimited Membership tier may choose to purchase Unlimited+ Membership at no additional cost, a savings ranging from $1,100 to $1,480 for U.S. credit unions, depending on their asset size.
“Both our Unlimited and Unlimited+ memberships provide significant value to credit unions, but Unlimited+ includes some additional benefits like access to the compensation surveys and the board governance assessment, not available to Unlimited members,” said Jimese Harkley, JD, CUDE, CUES VP/Membership. “Everyone at a credit union—all staff, executive team, and board members—can be covered under our Unlimited and Unlimited+ tiers, the perfect way for credit unions to offer enhanced professional development easily and affordably.”
Unlimited+ Membership benefits include:
- Harvard ManageMentor—More than 40 online leadership development courses from the experts at Harvard Business Review.
- CUES Learning Portal—With new upgrades and enhancements coming soon, you’ll find easy access to our vast collection of engaging and top-notch online courses.
- Online education for board members through CUES Director Education Center and Governance+.
- CUES Virtual Classroom—Highly interactive online training which allows participants to talk and interact with peers and experts, problem-solve, and build relationships, right from their desk.
- CUESNet™—The online networking community where CUES members connect and share ideas, join communities, access a documents library, discover membership tips, and more.
- CUES Compensation Survey Results—Access results of the annual CUES Executive Compensation Survey and CUES Employee Salary Survey.
- Board Governance Assessment—Quickly and concisely gather honest feedback from all board members.
Activate this CUES Membership offer today by emailing cues@cues.org.
Learn more about CUES Membership at content.cues.org/membership.
Learn more about CUES at cues.org.
CUES is the leading talent development solutions provider for credit unions in North America. We educate, develop and support credit union CEOs, executives, directors, and emerging leaders through partnerships with premier business schools, live and online events, digital learning, networking, and premium content. With over 48,000 members and growing, we measure success one leader at a time.
Connect with CUES at CUES.org and on LinkedIn, Facebook, X, and Instagram. For daily insights on issues impacting credit unions visit CUmanagement.com.
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Press Release Download
Smart Makes the Difference: Using AI to Modernize Payments Business and Strategy
Original Air Date: 02-12-2019
Speaker: Fran Duggan, CEO, Payrailz
This webinar addresses how modern technology, available to credit unions, can revitalize their payments strategies, particularly how to create a smarter, more engaging approach through the strategic use of AI and the latest payments innovations
Kraig Klinkhammer
Kraig Klinkhammer has more than 20 years of experience in executive benefits, asset management, and various applications of life insurance and financial planning. As Chief Operating Officer, he is responsible for managing investment and portfolio strategy for Gallagher.
Kraig works closely with asset management firms, life insurance companies, and other financial service organizations to ensure the firm’s principals and consultants have competitive solutions to meet unique client objectives. In addition, he is responsible for monitoring performance and diversification metrics of client impermissible investment portfolios and will recommend adjustments if necessary to keep them properly aligned with investment guidelines.
Prior to joining Gallagher, Kraig served as manager of the bank-owned insurance portfolio for a large regional bank where he was responsible for the oversight of insurance investments exceeding $5 billion. In this role, he was also responsible for budgets, forecasted revenue/expenses, cash flow management, P&L impact, Sarbanes-Oxley/GAAP compliance and financial account procedures.
Kraig is a graduate from Portland State University in Oregon, where he received a Master of Science in Financial Analysis and Bachelor of Science in Finance-Law.
CUES RealTalk! Series
Real issues. Real discussion. RealTalk.
CUES RealTalk! is a groundbreaking online discussion series that tackles the important, but hard to discuss issues impacting the credit union movement.
Melina Palmer
Melina Palmer is a globally celebrated keynote speaker with a mission to help great brands and the people within them do greater things by leveraging the power of behavioral economics. She is CEO of The Brainy Business, which provides behavioral economics training and consulting to businesses of all sizes from around the world. Her podcast, The Brainy Business: Understanding the Psychology of Why People Buy, has nearly a million downloads from over 170 countries and is used as a resource for teaching applied behavioral economics for many universities and businesses. Melina teaches applied behavioral economics through the Texas A&M Human Behavior Lab and obtained her master’s in behavioral economics from The Chicago School of Professional Psychology. A proud member of the Global Association of Applied Behavioral Scientists, Melina has contributed research to the Association for Consumer Research, Filene Research Institute, and writes on Behavioral Economics & Business for Inc Magazine. Her first book, What Your Customer Wants and Can’t Tell You (2021), was a finalist in two categories of the International Book Awards and won first place in the Chanticleer International Book Awards. Her second book, What Your Employees Need and Can’t Tell You (2022), was a finalist in the Chanticleer International Book Awards. Her much anticipated third book, The Truth About Pricing, is set to publish January 9, 2024.
Get Ahead of Fintech Trends: CEO Institute: FinTech Returns in 2024
MADISON, Wis.— Talent development leader CUES announces that CEO Institute: FinTech is returning in 2024, giving credit union professionals the opportunity to deepen their understanding of advanced fintech concepts and learn more about the innovations brought about by fintech.
“Fintech has simultaneously opened many opportunities for growth and innovation and brought about extraordinary challenges and upheaval in the financial sector,” said Dawn Abely, CUES SVP/Chief Sales & Member Relations Officer. “CEO Institute: FinTech helps attendees manage and deal with disruptions, explore how to achieve strategic goals through smart technology use, and quickly turn fintech challenges into growth opportunities.”
CEO Institute: FinTech goes far beyond typical conferences with curriculum designed and facilitated by CUES partner, Cornell SC Johnson College of Business, to increase participant’s understanding and stretch their thinking.
Attendees will:
- Explore the competitive landscape, including how to best compete with other financial institutions and platforms
- Deepen their understanding of advanced fintech concepts such as artificial intelligence, blockchain, cryptocurrency, machine learning, and consumer analytics
- Learn smart ways to apply these concepts to their credit union’s operations
- Discuss the builder mindset and innovation process, and learn what’s next for fintech
CEO Institute: FinTech is the latest in the line of prestigious CUES Institutes developed alongside world-renowned learning institutions, which include CEO Institutes I, II, and III and CUES Governance Leadership Institutes I and II.
CEO Institute: FinTech is a stand-alone offering for executives; attendance at CEO Institute I, II, or III is not a prerequisite, but alumni of these programs are encouraged to attend to continue their leadership journey.
CEO Institute: FinTech is happening April 15-19, 2024, at Cornell SC Johnson College of Business, Roosevelt Island, NY.
Learn more and register now at content.cues.org/CEO-FinTech. Learn more about CUES at cues.org.
CUES is the leading talent development solutions provider for credit unions in North America. We educate, develop and support credit union CEOs, executives, directors, and emerging leaders through partnerships with premier business schools, live and online events, digital learning, networking, and premium content. With over 49,000 members and growing, we measure success one leader at a time.
Connect with CUES at CUES.org and on LinkedIn, Facebook, X, and Instagram. For daily insights on issues impacting credit unions visit CUmanagement.com.
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