Press & Speaking Engagements


Featured Speaker, AMA SA March Meeting, 2015“Best Practices for Marketing Automation”
Rise of the Content Manager – Credit, January 20, 2015 – What does Generations Federal Credit Union ($504.3M, San Antonio, TX) have in common with JCPenney, Esurance, Florida Commissioner of Agriculture, Suave, and WWE? They are all finalists in PR Daily’s 2014 Social Media Awards. GFCU is joined by Navy Federal and Notre Dame FCU in the Best Use of Twitter category.


The Social Life: A Social Media Roundtable, Federal Credit Union MagazineMay-June 2014 – What does it take to succeed in social media today? A strategy, according to credit union practitioners and social media experts. They say it’s really no different than any other form of communication: Without a strategy, you’re just screaming in the wind.

Location Is Everything: CUs Take New Look at In-Store Branches”  CU Times, May 2014 – Credit union branches are less likely to be a “destination” for members, so the key is to be where the members already are. That’s why progressive CUs are exploring and expanding in-store branch opportunities.

Featured Speaker, GFCU Small Business Sip & Social Class, 2014“Using Twitter to Generate Leads”

Featured Panelist, SA North Chamber Social U, 2014 Panel – “How to Grow Your Business with Social Media”

100 Ways To Grow” Federal Credit Union Magazine, March-April 2014 – Some of them are simple: embrace change. Take risks.Some are extremely specific, even unique. Some lay out detailed steps.Others are simply about getting you in a thinking mode.

Credit Unions Tap Lead Generating Websites” CU Times, March 2014 – To compensate for decreased deposits and fees in recent years, a growing number of institutions have turned to the Internet as a new avenue for revenue.By partnering with lead-generation websites, many credit unions have increased member acquisition and loan origination.

Generations Football Campaign Scores $30M in New Loans” CU Times, January 2014 – One longtime credit union member is headed to New Jersey this weekend for Super Bowl XLVIII, courtesy of the $427 million Generations Federal Credit Union. Joel Lira won two tickets and a $1,500 gift card for airfare and hotel to see the Denver Broncos and Seattle Seahawks face off live this Sunday, Feb. 2, as part of the San Antonio-based credit union’s Get Your Game On campaign.


People On The Move: Wendy Bryant-Beswick“, SA Business Journal, December 2013

The Magic of Great Branding“, Federal Credit Union Magazine, November-December 2013 – Who can explain why an Apple customer is willing to stand in line for hours when a new iPhone is introduced? Or why coffee drinkers will drive miles out of their way to find a Starbucks? It’s the mystery of branding.

30 More Gorgeous (and Simple) Banking Websites“, The Financial Brand, October, 2013 – More and more retail financial institutions are trying to liven up their online experience by redesigning website homepages with an emphasis on visual simplicity. These sites take design cues from the retail and entertainment sectors, relying heavily on a combination of photography, color and white space to create a contemporary, marketing-focused front page.

Featured Speaker, SA North Chamber Small Business How 2 Series, 2013“How to Set a Social Media Policy”

All Business“, CU Management, 2013 – When it comes to member business services, marketers’ roles span research, product design, delivery and education. The CU has a launched a “strong approach in the digital space” utilizing tools like Marketo ( to automate email marketing and lead generation as well as for business development efforts.


Trends: The Invasion of the Small Screen“, 2012–  CU Times

Leading Digital Marketing Expert Joins Generations Federal Credit Union Team“, 2012

iShares Leads The Way in Social Media“, Reuter’s, 2012 – BlackRock, Inc. (NYSE:BLK) announced that its iShares Exchange Traded Funds (ETFs) business, the world’s largest manager of ETFs, was named the #1 asset manager using social media, according to a study released today by the financial marketing services firm, kasina.

How iShares Social Media Strategy Focuses on Content Consumption, Relay Station Social Media, 2012 – iShares has a different approach. Their social media strategy is to increase consumption of branded content –specifically iShares blog posts. By doing so, they build awareness that promotes the purchase of their product by investors and financial professionals.

Vanguard, iShares making their mark on social media“, Financial Times, 2011

iShares Bigwigs Become Bloggers”,, 2010

iShares Announces Social Media Launch”, Market Wired, 2010 – BlackRock, Inc. (NYSE: BLK) today announced that its iShares® Exchange Traded Funds (ETFs) business, the world’s largest manager of ETFs, has launched a social media program to provide a deeper level of education for investment professionals.  As with many other industries, social media has transformed the way that financial services companies interact in the investment world.

Schwab Reaches Milestone With Independents: More Than 500 Advisor Teams Have Made the Move“, Business Wire, 2010

Smoothing the Path to Independence for Advisors Coming to Schwab Institutional“, Bloomberg, 2008

Schwab Smooths The Road To Independence“, Think Advisor, 2008