Trellance Subject Matter Expert Program

From the economy, to the credit union industry, to analytics and hiring practices, Trellance has a subject matter expert to meet your presentation or conference needs. Check out our experts below, and click the “View Bio” to learn more and request them for your event or presentation. Looking for a speaker for a topic not listed below? Use the Contact Us button at the bottom of the page to reach out to us and we’ll help you find someone to meet your needs.

Meet the Trellance Experts

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Karan Bhalla

Karan Bhalla

Chief Growth Officer

Trellance

Karan is Chief Growth Officer at Trellance and has two decades of financial services and data analytics experience, having worked and consulted for leading corporations such as Capital One, AmEx, BT and Fannie Mae. He now uses this experience to level the playing field for small and mid-size financial institutions. He is a regular presenter at industry events that include CULytics, Co-op’s Summit, Predictive Analytics World, Western Independent Bankers, NWCUA, and CCUL’s Reach among others. He has MIS and Accounting degrees from Virginia Tech and an MBA in Finance from the University of Maryland. When he’s not at work, Karan can often be found outdoors spending time with his sons.

Technology,Talent
Shane Butcher

Shane Butcher

COO Cloud

Trellance

Shane has been pursuing his passion for operations management, information technology and security for over 25 years. Prior to joining Trellance, he managed the operations, technology infrastructure, security, production, marketing and sales for national companies, including a Global 100 law firm and a newspaper publishing group. He has built and managed multi-disciplinary teams for large-scale upgrade and integration projects, delivering the products on time and under budget. Additionally, he has managed teams that designed, developed and operated multiple high-volume newspaper websites, more than doubling revenues and viewership. As COO of Cloud, Shane is focused on high quality service delivery while ensuring operational efficiencies so that Trellance can deliver cost effective solutions to Credit Unions. When not helping Credit Unions serve their members, Shane enjoys hiking, biking and kayaking with his wife in beautiful Harpers Ferry, WV.

Cloud Solutions,AI,AI Technology for Credit Unions,Technology,Disaster Recovery,Information Security,Telecom Services,Business Continuity
Maggie Chopp

Maggie Chopp

Sales Specialist

Trellance

Maggie Chopp is a sales specialist at Trellance, where she works with credit unions in the Western region to promote business intelligence adoption. With a background in lending and a passion for analytics, Maggie has extensive experience delivering BI solutions to credit unions. She understands the unique challenges that credit unions face when embarking on their data journey, and brings a balance of technical expertise and leadership skills to help them assess their data estate and build a roadmap for the future.

Trellance
Asha Connors

Asha Connors

Chief Services Officer

Trellance

Asha Connors is Chief Services Office at Trellance. Asha is a seasoned risk management executive with extensive experience in the financial industry managing technology and cyber risks in a global landscape. She is a strong leader and strategic thinker with a proven track record of leading global teams and implementing highly effective risk and controls environment through proactive risk identification, issue management and risk mitigation.

Credit unions,Risk Management,Cyber Risks,Leadership,DEI
Tom Davis

Tom Davis

President & CEO

Trellance

Tom Davis is the driving force behind Trellance. With more than 25 years of progressively responsible leadership roles with companies in payments, IT, and software design, Tom has amassed impressive knowledge, insights, and experience into the specialized needs of credit unions. A respected subject-matter expert in finance, technology, payments, and strategic planning, Tom is skilled at simplifying the complexity involved with the many new technologies that impact credit unions today in the future. Tom earned his M.B.A. from the University of South Florida where he graduated with honors and became a member of the Phi Kappa Phi honors fraternity. He received his undergraduate degree in accounting and finance from Missouri State University.

Credit unions,AI,Technology,Credit Union Data Exchange (CUDX),Trellance
Amanda Emery

Amanda Emery

Product Manager

Trellance

Amanda Emery is the Product Manager for Descriptive Analytics at Trellance. She joined Trellance in May of 2022. She has 11 years of Credit Union Operational Management experience previously at GTE Financial and most recently 2 years as Vice President of Derivatives Operations at Citigroup. In both prior roles she was the Product owner from an Operational perspective for the teams’ primary functional operating system. Amanda has a passion for the Credit Union movement and believes strongly in the need for accessibility to actionable data Credit Unions to making informed decisions. Amanda is originally from Boston, MA but after graduating from Bentley University with a degree in Economics/Finance she moved to Tampa and has lived in Florida for 13 years. Amanda has 2 sons (9 and 5) and enjoys spending time with her kids, crafting and boating in the beautiful Florida Gulf. 

Analytics,Benchmarking,Credit unions,Descriptive Analytics,Data Quality
Jennifer Gardner

Jennifer Gardner

Product Manager, Regulatory Analytics

Trellance

Jennifer Gardner is a Product Manager, Regulatory Analytics at Trellance. She is an accomplished professional leveraging extensive payments and financial management experience to lead diverse teams, facilitate profitable business decisions and deliver organization-wide results. Jennifer has over a decade of fintech global industry expertise in product management, program management, business operations and finance and accounting, to roles that require setting strategy, collaboration and maniacal execution.

Credit unions,Financial Management,Fintech
Aaron Grossman

Aaron Grossman

Vice President of Sales

Trellance

Aaron has worked at Trellance as the Vice President of Sales for the past almost two years. Prior to Trellance, Aaron provided expert sales experience at a variety of tech and credit union-focused businesses, including CUNA Mutual Group and Oracle. He was able to bring his experience at these and other companies to Trellance, where he now helps credit unions achieve more with Trellance’s innovative suite of solutions.

Credit unions,Industry Trends
James Gukeisen

James Gukeisen

Senior Manager of Advocacy and Outreach

Trellance

James Gukeisen has been part of the credit union movement for over 21 years. He is the Senior Manager of Advocacy and Outreach for Trellance, Inc. James has extensive experience with debit, credit and general-purpose reloadable card programs, issuer and merchant funded rewards, vendor management and client management. Over the last several years James has worked with product teams nationally and across the globe developing credit union specific use cases for the industry’s emerging talent and technology solutions. James is a Credit Union Development Educator, Certified Credit Union Executive, Certified Financial Services Professional and Certified Financial Management Specialist.

Credit unions,Technology,Trellance Partner Program,Credit Union Leagues,Credit Union History,Credit Union Back Office Operations as it Applies to Card & ATM Programs,Rewards,Vendor Management
Patrick McElhenie

Patrick McElhenie

Chief Sales Officer

Trellance

Patrick joined Trellance in December of 2021 as Chief Sales Officer where he leads teams that execute efforts around sales, client success, and partnership management. Prior to Trellance, he held various leadership roles within CUNA Mutual Group for over 20 years across both sales and product management. Over time, he has built relationships and a reputation as a knowledgeable, personable and trusted leader. Patrick has also become a familiar face for his contributions to industry events, conferences and webinars on a regular basis. He holds a Business Degree from the University of Kansas and is an avid boater and outdoorsman.

Credit unions,Technology,Trellance
Michael Morey

Michael Morey

Chief Client Experience Officer

Trellance

Michael Morey is the Chief Client Experience Officer at Trellance. Michael is a senior IT professional with a focus on product development and delivery practices within finance, payments and telecom industries.

Credit unions,Payments
Dan Price

Dan Price

CPA, CFA

Trellance

Dan is VP of Professional Services at Trellance and the former President of 2020 Analytics. Dan is a CFA charterholder and Certified Public Accountant. Prior to joining 2020, he served as a financial statement auditor. He received his Bachelor of Science Degree in Accounting and Master of Accountancy from the University of South Florida in Tampa, Florida. Dan is passionate about telling stories. He has helped hundreds of credit unions throughout the United States to understand their loan portfolio’s story using data.

Analytics,CECL,Cloud,Member Analysis/Scoring,Loan Portfolio Analysis,Risk Management
Suchit Shah

Suchit Shah

Vice President, Professional Services

Trellance

Suchit Shah is the Vice President of Professional Services at Trellance. He founded CU Rise in 2018, which would later be acquired by Trellance and become their Talent business line.

Credit unions,Talent,Hiring,Technology Trends
Hugh Smallwood

Hugh Smallwood

CTO Cloud

Trellance

As CTO of Cloud, Hugh is responsible for the technology development, infrastructure maintenance and the engineering, implementations and support teams. Hugh has been managing fast-paced IT departments for nearly 20 years, ensuring that high-quality work is accomplished in a timely, and often innovative manner. Prior to joining Trellance, Hugh served as Director of Information Technology for 180s, LLC, a Baltimore-based sports accessory company, and owned his own technology consulting business. Early in his professional career, Hugh worked with several rapidly growing companies, including Eider, Plumtree and Millioneyes. Hugh graduated from the University of Maryland with a degree in Computer Sciences. Hugh lives near Baltimore with his wife and daughter.

Cloud Solutions,AI,AI Technology for Credit Unions,Technology,Disaster Recovery,Information Security,Telecom Services,Business Continuity
Paolo Teotino

Paolo Teotino

Chief Product Officer

Trellance

Paolo Teotino serves as Chief Product Officer at Trellance. He leads the company’s product vision and roadmap for data analytics solutions. Prior to Trellance, Paolo worked at OpenText as responsible for identifying, building, and nurturing the OpenText ecosystem of partners. Before OpenText, Paolo was Sr. Product Management Director at Syniverse where he was in charge of product management, pricing and offer management functions. Prior to Syniverse, Paolo held various product manager roles in different telecom service providers in Italy, Austria and Germany. Paolo holds a B.A. in Business Economics from the LUISS University of Rome and an MBA from SDA Bocconi Business School of Milan.

Descriptive Analytics,Data Management,Predictive Analytics,Prescriptive Analytics,Data Analytics,Data Maturity,Data Journey
Douglas Vanderpool

Douglas Vanderpool

Chief Technology Officer

Trellance

As the most Senior technical leader, Doug oversees Trellance’s industry-leading technology for credit unions. His team of technology professionals design and develop cloud-first data analytics platforms and products. With a mindset of continuous innovation, Doug’s goal is to help credit unions fully leverage the power of the cloud through the use of artificial intelligence and machine learning-powered systems that provide deep and meaningful insights. Prior to joining Trellance, Doug was the global director, governance-at-scale and product operating model, for Amazon Web Services (AWS). There, he built and scaled a global program to solve some of the most challenging aspects of running an enterprise in the cloud. His global team was responsible for the strategy and delivery of complex cloud solutions for a $60+ million division serving hundreds of AWS customers. Prior to this, Doug spent more than 20 years building scalable enterprise systems for some of the world’s largest firms. He has cultivated a variety of business perspectives while working as a founder, C-suite leader, and consultant. Doug attended the Executive Master’s in Technology Management Program at the Wharton School of Business – University of Pennsylvania. He also holds a bachelor’s degree in computer science from Embry-Riddle Aeronautical University.

Descriptive Analytics,Data Quality,Data Management,Predictive Analytics,Prescriptive Analytics
Nate Wentzlaff

Nate Wentzlaff

Director of Business Intelligence

Trellance

Nate Wentzlaff serves as Director of Business Intelligence at Trellance. He brings the power of analytics and the beauty of data visualization to credit unions through business intelligence. Business Intelligence includes a wide variety of products for credit unions and includes a patented enterprise data analytics model, M360. In his role, he works to unlock excellent member experiences and strengthen credit unions with greater insight into their organization. He holds a B.A. in Business with a major in Finance from The Curtis L. Carlson School of Management in Minneapolis, MN.

Predictive Analytics
Adam Wright

Adam Wright

Managing Director of CUDX Operations

Trellance

Adam Wright was hired as the Managing Director of CUDX Operations in July 2023 making him the first CUDX employee. He has a rich background in data science, decision science and data strategy across the financial services, with an increasing focus on credit unions in recent years. Adam brought extensive operations research and leadership experience to the private sector from a twenty-two-year Army career. He is passionate about providing a high level of service and expertise to enable the Credit Union Movement. Through CUDX, he is helping credit unions compete with large banks by sharing data and cooperatively innovating with analytics.

Credit unions,Credit Union Data Exchange (CUDX),Data Analytics,Data Science

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