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Joe is an executive speaker, consultant and subject matter expert in corporate finance and strategy who has delivered over 2000 executive education teaching days over the past 25 years. 

He delivers 80 days of executive education annually for leading corporations and consulting firms including Deloitte, Google (Alphabet), Heidrick Consulting, UnitedHealth Group, CVS Health, United Airlines, Anheuser-Busch InBev, Aramark, Santander, Bank of America Merrill Lynch, Standard Chartered, Merck, AbbVie, Genentech, Lockheed Martin, Raytheon, Comcast, PVH, SAS, Minsheng, Union Pacific, Parker Hannifin and Nokia.

Joe is an Innovation Fellow with Duke CE, and has also served as a Program Integrator for Executive Education at the Wharton School of Business. Joe is also a Lecturer at the RH Smith School of Business at the University of Maryland, College Park, and teaches Equity Analysis at the MBA and undergraduate level. He has also been an Adjunct Professor of Law at Georgetown Law School where he taught corporate finance for Law Students. 

He has won teaching excellence awards for four consecutive years, including two consecutive Faculty Member of Distinction awards as voted by the students for best teaching faculty. 

Using his algorithm for Financial Cycle Time, Joe has created the Global Productivity awards, which are announced each May in partnership with Duke.

Joe has recently launched an online course called Building Financial Acumen in 2017 under the Duke CE brand. He also was the lead designer on a second online course on Strategic Agility in 2019.

A serial entrepreneur, he started Intelliworks Inc., a venture-backed CRM company focused on higher education and an online knowledge sharing company. Intelliworks was acquired in 2011 by Hobsons.

Joe is a graduate of the Wharton School of the University of Pennsylvania where he was a teaching assistant in both the MBA and Executive MBA programs for a capstone business policy course. 

Joe serves as Associate Regional Director for Programs in NCUA’s Southern Region. He has more than 32 years of experience in the credit union industry.

Prior to becoming the Associate Regional Director for Programs in 2017, Joe served as the Associate Regional Director for Operations. He has also held positions as a Director of Insurance, Supervisory Examiner, Supervision Analyst, Insurance Analyst, Training Specialist, and Examiner.

He holds a finance degree from the University of Texas and is a graduate of the Federal Executive Institute’s Leadership for a Democratic Society program.

C. Alan Peppers is the founder of CAP Advisory Services which is focused on serving organizations that are interested in achieving long term success. This includes working with CEOs, senior executives, and boards of directors to develop leaders and deliver results. In addition, CAP Advisory Services focuses on CEO succession planning, organizational development, strategic planning, and enhancing overall board effectiveness. 

Alan retired from Westerra Credit Union in 2015 as Emeritus President/CEO after having served as President/CEO for 22 years. Prior to leading Westerra, Alan served as President/CEO of Denver Municipal Federal Credit Union from 1977 to 1991.

During his credit union career, Alan served on a multitude of international, national, state and local Boards and Committees.  Past leadership roles include: Chairman of the National Credit Union Foundation, Chairman of the Colorado Credit Union League, and Delegate to the World Council of Credit Unions.  He also served as Chairman of the Board of Directors for the CUNA Mutual Group, a leading worldwide provider of insurance and financial services.  

In 1999, Alan was awarded CUES Executive of the Year award and was inducted into the CUES Hall of Fame in 2000. In 2015, he achieved Mountain West Credit Union Foundation’s “Distinguished Leader Award” and was recognized in 2016 by the National Credit Union Foundation as a recipient of the “Herb Wegner Memorial Award for Outstanding Individual Achievement”. 

Alan holds a Bachelor of Science degree from the University of Colorado, School of Business and completed an Executive Development Program at the Stanford University, Graduate School of Business.

Through his practical, engaging and entertaining keynote presentations, webinars and online courses on ethical leadership, Forbes contributor Bruce Weinstein, The Ethics Guy®, shows companies around the world how ethical leadership at every level is the key to their sustained success.
 
Bruce writes about ethical leadership each month for Forbes online. His is also the author of 
Ethical Intelligence: Five Principles for Untangling Your Toughest Problems at Work and Beyond; The Good Ones: Ten Crucial Qualities of High-Character Employees; and his book for tweens and teens, Is It Still Cheating If I Don’t Get Caught? 
 
Bruce has discussed ethical leadership over 200 times on national and international broadcast and cable television news programs.
 
Bruce’s many clients include the National Football League, Allstate Insurance, The Home Depot, Marathon Petroleum Corporation, Astellas Pharma, the Western Australian Local Government Association, Société Generale, Northrop Grumman, RS&H, the Association of College and University Auditors, the National Association of College and University Business Officers, the Investment Management Consultants Association, Bristol Bay Native Corporation, and Dublin-based construction company CRH. 
 
Bruce received a B.A. in philosophy from Swarthmore College and an M.A. and Ph.D. in philosophy with a concentration in bioethics from Georgetown University and the Kennedy Institute of Ethics. The W. K. Kellogg Foundation in Battle Creek, Michigan awarded Bruce a National Fellowship in Leadership Development.
 
Bruce lives in New York City with his wife. His hobbies include playing drums and guitar, visiting national parks with his wife, and trying to figure out the plot of The Godfather, Part II.

As the Founder of the American Nonprofit Academy, Patrick sees the passion and dedication of service organizations daily. A multi-generational philanthropist, Board Member and volunteer, Patrick has been involved with community service since she can remember. “From my parents and grandparents active community service to my own child’s volunteerism, the process of philanthropy has been a constant in our lives.” Patrick has served on cultural, social service and educational Boards in addition to the more than 1,500 nonprofits she has worked with directly.

During her Board work, for all the good will and commitment to supporting nonprofits, she realized there was something missing. “I quickly observed that when an organization lacks structure and the knowledge of best practices, their missions go unfulfilled.” This conclusion led Patrick to found the American Nonprofit Academy in 2014. “I continually met and worked with organizations who filled a definite need in their community,” explains Patrick. “Yet, often at the core of their structure they were missing essential procedures and policies critical to effective governance.”

From localized beginnings in 2014, by 2016 the American Nonprofit Academy worked with more than 2,000 nonprofit leaders and staff. In 2017 the organization moved their live content to an online portal opening 24/7 access to students. In 2018 the website added a robust nonprofit sector news-feed and certificate programs targeting Boards. By 2019 more than 100 courses were fully available through the American Nonprofit Academy’s innovative website portal. In 2020, driven by a desire to keep nonprofit leaders connected during the COVID-19 pandemic she created a national web series The Corona Chronicles. By mid-2020 Patrick realized that her daily show was gaining global traction and she re-branded it to The Nonprofit Show taking the audience past the crisis and into the future.

Today, The Nonprofit Show can be seen live Monday thru Friday as well as streaming. The daily program is the nation’s only live production covering the nonprofit sector. The innovative program also has its own The Nonprofit Show channel on both Roku and Amazon Fire TV. Combined, these channels reach into 69 million homes in the United States. More than 400 episodes are available for viewing and shows are uploaded daily.

Patrick continues to lead lectures, Board retreats and keynote speeches. Her lively speaking style engages nonprofits and those who serve them. “I get to see the genius of nonprofit organizations daily,” she notes. With her Chalk Talk series, Julia delivers specific approaches, tools, best practices along with innovations that strengthen nonprofit communities and all they do. She travels across the globe virtually spreading her messages of nonprofit success and advocacy with the mantra: When Nonprofits Succeed We All Succeed.

When asked about her place on the philanthropic landscape, Patrick reflects, “I guess, I am a nonprofit architect of sorts. I love seeing NPOs build, grow and find solutions.”

Parker has over 40 years of experience in the credit union and financial institutions industry. He has served in positions as varied as credit union CEO and senior executive, state and federal financial institution regulator, lobbyist, and in-house and outside counsel to credit unions and banks. Throughout his career, Parker has been extensively involved in working with and advising boards of directors.  

Parker Cann LLC serves as a credit union consulting practice, with an emphasis on board governance.