Chad Helminak Email & Phone Number

Milwaukee, WI, US

Leads the design and delivery of cutting-edge, customized, and in-house programs and products tailored to the evolving needs of credit unions.

A consulting firm that curates the best of what’s out there - ideas, resources and tools - to help people and teams identify and reinforce their purpose.

• Oversaw the organization’s marketing and comms strategy, the scaling of its program portfolio (approx. $750,000 in annual revenue) and its development of financial health resources.
• Worked with team leaders to identify and reduce barriers to organizational success. Includes the evaluation and optimization of job functions, processes, and goals.
• Led the execution of multi-day leadership workshops to support mission-aligned impact for top stakeholders.
• Facilitated strategic planning for industry leadership groups.

· Led the planning and execution of the Foundation’s signature Development Education (DE) Program. Graduated more than 400 leaders from across the U.S. and international credit union system, averaging a program NPS score of 95/100 points.· Increased missed-based programming program net income by an average of 10% annually through consistently reducing.

Madison, Wisconsin Area

· Developed layered campaigns for internal and external stakeholders to communicate strategic priorities for the company’s financial advisor group and investment product areas.· Provided executive-level communications to support change management, business unit goals, and diversity, equity and inclusion initiatives at the enterprise level.

Madison, Wisconsin

· Overhauled the credit union’s philanthropic strategy to prioritize local decision-making and leadership opportunities for employees. Resulted in 30% increase in community funding year-over-year with improved employee engagement.· Completed a loan origination evaluation to determine pain points and opportunities to expand lending to younger members..

Madison, WI

· Coached more than 100 industry leaders through an experiential innovation process with a goal to improve members’ financial lives and drive business results.· Designed and facilitated sessions for approximately 15 leadership teams which combined consumer research and industry best practice to supplement strategic planning.· Managed sales pipelines and.

Madison, Wisconsin

• Led the creation of a state level young professional network. Included designing governance, securing executive buy-in, and designing paths for continuing education. Grew the network from seven to 400 active members in.
• Created keystone advocacy resources for public officials that quantified the benefits of credit union service and membership.
• Fostered partnerships with state governmental agencies and vendors to provide credit unions with new opportunities for community impact.

Madison, WI

Responsible for implementation of social media and digital marketing efforts to increase public knowledge and affinity for credit unions.

Managed media relations and the development of copy and visual media to increase public knowledge of credit union differentiation and impact.

Madison, WI

Created music and presentations that taught lessons about financial education and social responsibility for youth and professional audiences.