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Mark Meyer
President & CEO, Filene Research Institute

Mark turns big research questions into relevant key findings and big ideas into products for a changing world as one of North America’s top cooperative finance thinkers. His critical thinking shows through in his approaches to innovation and research on consumer behavior.

As CEO of Filene, he leads a team of brilliant thinkers, who deliver research and innovation to inspire people to understand the opportunities for cooperative finance to transform communities and lives.

An internationally recognized consumer finance expert published in dozens of publications, Mark has lectured to audiences up to 4,000 in locations across Asia, Australia, Europe, North Africa, and North America. He has advised the US Department of the Treasury and lectured in a variety of academic settings, including Harvard Business School.

Mark is an attorney licensed to practice law in Colorado and Arizona, formerly of the firm of Montgomery, Little & McGrew. He also held executive posts with Arizona State Credit Union and CUNA Mutual Group. He served on the board of directors for Summit Credit Union, the largest credit union in Wisconsin, for ten years.

“The greatest mistake that we can make, however, is to assume that principles which once were true remain true forever.” 
- Edward A. Filene, December 9, 1936

 

Ron Shevlin
Chief Research Officer at Cornerstone Advisors

Ron Shevlin is the Chief Research Officer at Cornerstone Advisors, where his research on banking and fintech trends helps shape the direction of financial institutions and fintechs. As a technology analyst and consultant for more than 30 years, Ron has conducted hundreds of studies on how consumers and businesses use technology to manage their finances and how technology is changing the future of the financial services industry.

Author of the Fintech Snark Tank on Forbes and host of the What’s Going On in Banking podcast, Ron is ranked among the top fintech influencers globally, included on lists like the top ten most influential voices in banking by The Financial Brand, the Fintech Power 50, and Bank Innovation’s list of 30 Innovators to Watch. Known for his direct, no-BS—yet engaging and humorous–speaking style, Ron is a frequent keynote speaker at banking and fintech industry events where he speaks on innovation and emerging technology developments and trends.

Ron has an MBA in Finance and Statistics from the University of Texas at Austin and a BA in Economics from the State University of New York at Binghamton.


Terrance Williams
President & CEO, TruStage

Terrance Williams is the President and CEO of TruStage™, the fifth largest life insurance provider offering financial services and solutions designed for middle-market consumers.

Williams has had an extensive career in the insurance industry, previously working for Allstate and Nationwide before joining TruStage in 2023. During his tenure at Allstate, Williams was responsible for Allstate’s non-property-liability businesses, representing $4 billion in revenue. Prior to joining Allstate, he led innovation and digital strategy at Nationwide and established the company’s $100M venture capital fund.

Williams was recognized by Forbes as one of “The World’s Most Influential CMOs” in 2017 and 2018 and was named as one of the most influential black corporate directors by Savoy Magazine in 2021. In addition to his active volunteerism, Williams serves as a Board Member on several non-profits, the U.S. Chamber of Commerce and Encompass Health. He also mentors undergraduates at the University of South Carolina where he received his degree in risk management and insurance.