Brett Wooden is the Founder and President for BW Consulting, LLC - an industry wide consulting company committed to lead businesses into the "Post PC Era" by establishing relevance through sales and mobile strategies.

Brett has been in the financial industry for 10 plus years. Throughout his career he's held positions as a Teller, Personal Banker, Branch Manager, Market Development Consultant, Business Development Officer, and Business Development Manager. While at Unitus Community Credit Union, he developed a reputation for using technology to attract new members. He made national trade news when he started using his iPad—a Father's Day gift from his family—to make "field visits" to the offices of busy professionals who wanted to open accounts but did not have time to do so in person. This technology helps members join, update accounts and use other services conveniently. His idea is being replicated in credit unions across the nation.

Brett thrives on helping others embrace and utilize new business development strategies in today's changing world. When you spend time with him you will see that his passion and enthusiasm are contagious. He is a frequent speaker around the country at CUNA and Technology Conferences. In 2011 Brett was named the NW Credit Union Association's Young Credit Union Professional of the Year and The Credit Union Times' 40 and Under Trailblazer for setting a national trend using tablet technology to take financial services into the field.

Brett earned a BA in Marketing and Management from the School of Business at Portland State University. He currently lives in Oregon City, Oregon and serves on the Young Credit Union Professional Board of Portland as the Treasurer, and as a Member of the Supervisory Committee at Christ the King School.

 

Speaking / Consulting Topics

  • Take the 'Office' Out of Business Development Officer
  • Be a 'Benefit' not a Vendor for your SEGs
  • There's an App for That: How to Engage Members Through Tablet & Smartphone Applications
  • Going Further with Mobile Devices to Transform Internal and External Member Service
  • Social Media Gone Mobile

 

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