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Copper Financial launches Guided Investing for Credit Unions

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In collaboration with Apex Fintech Solutions Inc., credit unions now have a digital wealth management solution offered directly to members.

LENEXA, Kan., Feb. 26, 2024 /PRNewswire/ — Copper Financial Network LLC, an SEC registered investment adviser and FINRA registered broker-dealer, announced today it has launched Guided Investing – a digital tool that builds and automatically rebalances a diversified and professionally managed portfolio based on a member’s unique goals and risk profile. With Guided Investing, credit unions can offer their members a more convenient way to start investing and help achieve their financial goals.

Copper Financial is one of the first companies to create a digital investing solution specifically for credit unions.

Copper Financial is one of the first companies to create a digital investing solution designed specifically for credit unions that is completely accessible through a member’s online banking tool. Copper Financial joined with fintech leader Apex Fintech Solutions Inc. (“Apex”) to support the development of Guided Investing.

“Because we are owned by a credit union and have built a top wealth management program of our own, we have extensive experience of how credit unions operate,” said Copper Financial President Justin Steitz. “Focusing on the personal, unique needs of every member is a top priority. With their deep experience and industry leadership, Apex was the natural choice to help us bring our vision to market.”

“Copper Financial’s Guided Investing is a great example of innovation that can drive wealth creation for everyday investors,” said Bill Capuzzi, CEO of Apex. “Apex’s mission is to enable frictionless investing for everyone, and we’re pleased to provide infrastructure to Copper that advances this cause as they enable digital investing for their members.”

With Guided Investing, credit unions have another channel to help improve member engagement, loyalty, and retention as well as provide all members the ability to embark on a wealth journey where financial prosperity is more attainable.

“Credit unions are founded on the principle of people helping people,” added Steitz. “So, they have a unique understanding of their members’ goals and how to address where they are in life to best support their financial future. From the experienced investor to the member who is exploring investment options for the first time, our Guided Investing solution provides a wealth management option that allows credit unions to help members grow their wealth – all within their credit union brand and operations. It’s one more example of our commitment to invest in credit unions and their members for years to come.”

Guided Investing expands Copper Financial’s portfolio of investment and financial planning solutions for credit unions. From technology-driven investment offerings to experienced wealth advisors, Copper Financial has built a reputation of delivering sophisticated, innovative results that offer members the choice of how they want to invest.

For more information or to request a demo on Copper Financial’s Guided Investing and how we can partner with your credit union, visit cu.financial/contact-us.

About Copper Financial
Copper Financial is an SEC registered investment adviser, FINRA registered broker-dealer, and state registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members’ unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allow members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission to serve all their members’ needs. To learn more about Copper Financial, visit cu.financial.

Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), Member FINRA/SIPC. Copper Financial is an SEC registered investment advisor. Products offered through Copper Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Copper Financial is a wholly owned subsidiary of CommunityAmerica Credit Union.

About Apex Fintech Solutions
Apex Fintech Solutions is a fintech powerhouse enabling seamless access and frictionless investing. Apex’s omni-suite of scalable solutions fuel innovation and evolution for hundreds of today’s market leaders, challengers, change makers, and visionaries. The Company’s digital ecosystem creates an environment where clients with the biggest ideas are empowered to change the world. Apex works to ensure their partners succeed on the frontlines of the industry via bespoke custody & clearing, advisory, institutional, digital assets, and SaaS solutions through its Apex Clearing™, Apex Advisor Solutions™, Apex Silver™, and Apex CODA Markets™ brands.

For more information, visit the Apex Fintech Solutions website: https://www.apexfintechsolutions.com.

View original content:https://www.prnewswire.com/news-releases/copper-financial-launches-guided-investing-for-credit-unions-302071069.html

SOURCE Copper Financial

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Intesa Communications Group Named ‘Customers First’ Winner in San Diego Regional Chamber of Commerce 2026 Small Business Awards

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The award-winning, women-owned San Diego public relations and government affairs firm was recognized for exceptional client service that has fueled 14 years of growth

SAN DIEGO, July 21, 2026 /PRNewswire/ — Intesa Communications Group, a leading San Diego public relations and government affairs firm, has been named the “Customers First” winner in the San Diego Regional Chamber of Commerce’s 2026 Small Business Awards. Announced July 9 at the Chamber’s annual Small Business Awards event, the recognition honors the small business whose commitment to customer service most clearly sets it apart from the competition.

Founded in 2012, the certified women-owned San Diego firm has grown from a boutique agency into one of the region’s leading public relations and government affairs firms. Intesa has doubled its team over the past two years, sustained three consecutive years of double-digit revenue growth and expanded its client portfolio by 26% last year. Intesa provides public relations, strategic communications, and government affairs services for a wide range of organizations, including San Diego State University, SeaWorld San Diego, Expedia Group, H.G. Fenton Company, San Diego Foundation, San Diego Workforce Partnership, and SBCS.

“This award belongs to every member of our team and to the clients who trust us with their most valuable asset: their reputation,” said Margie Newman Tsay, founding partner of Intesa Communications Group. “Our clients stay with us for years because we show up prepared, fully invested and ready for the moments that matter most. Being recognized for putting customers first is the highest compliment our business community can pay us.”

Intesa’s client-first approach has produced measurable results across public relations and government affairs efforts throughout the region. For example, in its first month working with the Jacobs & Cushman San Diego Food Bank, the firm helped reimagine the organization’s summer food drive messaging, generating more than 15 million impressions and helping deliver 489,026 pounds of food and $344,505 in donations — the equivalent of more than one million meals and a 175% increase from the previous year. Similarly, Logan Heights Community Development Corporation credits the firm with an 81:1 return on investment after Intesa parachuted in to help the nonprofit promote the California Mortgage Relief Program.

“Small businesses are the heart of our economy: fueling innovation, creating jobs and defining the character of communities across the San Diego region,” said Chris Cate, president and CEO of the Chamber. “We celebrate the resilience, ingenuity and community impact of our small business leaders. They are the very spirit behind our purpose to champion business and empower leaders.”

The Chamber award is as much a reflection of Intesa’s clients as it is the firm itself. The opportunity to partner with organizations doing meaningful work across the region is what makes recognition like this possible. True to form, the Intesa team plans to mark the win by thanking the clients behind the work.

“We call ourselves dot connectors, and this award is what that looks like in practice,” said Maddy Kilkenny, partner at Intesa Communications Group, who leads the firm’s government affairs practice. “Whether our team of 10 people is helping a client navigate a policy decision at City Hall or a story on the front page of the newspaper, we aim to leave them stronger and more confident than before. Hearing our clients say we deliver on that is the best win of all.”

According to the Chamber’s award requirements, businesses with 100 or fewer employees were eligible for nomination. They were voted on by a panel of chamber members, who reviewed the nominations and selected the winners of all four categories.

The recognition adds to more than 60 awards Intesa has earned for excellence in public relations, strategic communications, and public affairs, including honors from PR News, the Public Relations Society of America, PR Daily, the International Association of Business Communicators, the San Diego Business Journal (SDBJ), MARCOM, and the American Marketing Association, among others. It also comes on the heels of two Intesa team members, Emily Alvarenga and Margaret Lutz Chantung, recently receiving SDBJ’s “40 Under 40” and “Indispensable” awards, respectively.

For more information about Intesa Communications Group, visit www.intesacom.com.

About Intesa Communications Group
Intesa Communications Group is a certified women-owned San Diego public relations and government affairs firm that helps leaders communicate and advocate with confidence. Since 2012, Intesa has partnered with the region’s trusted leaders and organizations, providing strategic communications and public affairs counsel on high-stakes issues at the intersection of reputation, policy and public perception. The firm’s work has earned more than 60 industry awards across 53 recognized client campaigns, including the San Diego Regional Chamber of Commerce “Customers First” 2026 award. Learn more at www.intesacom.com.

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SOURCE Intesa Communications Group

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The Inner Circle acknowledges Shankari Thiagarajan as Pinnacle Professional of The Year

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HOUSTON, July 21, 2026 /PRNewswire/ — Prominently featured in The Inner Circle, Shankari Thiagarajan is acknowledged as a Pinnacle Professional of The Year for her contributions to Information Technology and Agile Delivery.     

Shankari Thiagarajan has established a distinguished career in information technology project and program management, recognized for her expertise in agile delivery, digital transformation, and cross functional leadership across multiple industries. Currently serving as project manager and scrum master at Astellas Pharma Inc., she oversees agile delivery initiatives supporting global life science programs.

With more than 15 years of experience spanning technology and pharmaceutical sectors, Ms. Thiagarajan has developed a reputation for leading complex implementations and driving operational efficiency. Her expertise includes agile methodologies, project and delivery management, product ownership, healthcare IT, telecom and network optimization, financial services modernization, retail technology upgrades, and GIS and digital mapping solutions.

Ms. Thiagarajan earned a Master of Business Administration in Organizational Leadership from Campbellsville University, a Master of Science in Information Systems from Virginia Tech, and a Bachelor of Engineering in Information Technology from Jawaharlal Nehru Technological University College of Engineering Hyderabad.

Throughout her career, she has contributed to major organizations across a wide range of industries. Her accomplishments include leading agile transformations at Cigna, overseeing retail technology upgrades at Walmart, managing large scale telecom transformation initiatives at T Mobile and Verizon, and modernizing financial platforms at Security Finance. She also contributed to the early development of Google Maps during her tenure at Google India, advancing to team lead within a year.

In addition to her corporate achievements, Ms. Thiagarajan is the creator of the YouTube channel My Experiments with Life – #Positivity #Learning, launched in 2023. Through this platform, she shares motivational content and insights focused on personal growth, technology, spirituality, and lifelong learning.

Her professional accomplishments have been recognized through honors including Marquis Who’s Who 2026, a featured podcast interview with Jim Masters on Close Up TV hosted across Apple Radio, Spotify, and iHeart., recognition in The National Law Review & EIN Presswire, and a certificate of appreciation from Virginia Tech for academic excellence and community involvement.

Outside of her professional work, Ms. Thiagarajan enjoys creating motivational YouTube content, exploring technology and spirituality, listening to contemporary music, and pursuing philanthropic and educational interests. She credits her strong work ethic and determination to the example set by her parents.

Looking ahead, she plans to continue advancing her leadership capabilities and pursue executive level opportunities that allow her to make significant contributions within the information technology sector.

Guided by a philosophy rooted in courage, persistence, and continuous learning, Ms. Thiagarajan remains committed to professional growth while inspiring others to pursue excellence and self-improvement.

Contact: Katherine Green, 516-825-5634, editorialteam@continentalwhoswho.com

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SOURCE The Inner Circle

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University of Phoenix Leaders Present at Building Blackboard Together 2026

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Presentations explored learning technology, accessibility and online pedagogy as higher education adapts to an AI-enabled future

PHOENIX, July 21, 2026 /PRNewswire/ — University of Phoenix leaders shared insights on artificial intelligence, accessibility, online learning and student support at Building Blackboard Together 2026, Blackboard’s flagship user conference, held July 13-15 in Dallas, Texas. The conference brought together educators, institutional leaders and industry experts to explore innovations, technologies and emerging practices shaping the future of teaching and learning.

Representing University of Phoenix were Marc Booker, Ph.D., vice provost of strategy; Kelly Hermann, vice president of Accessibility and Student Affairs; and Erin Amsden, group product manager. Through presentations and panel discussions, the leaders shared perspectives on responsible AI adoption, accessibility leadership, student engagement and the evolving role of learning technologies in supporting institutional goals and student success.

“Building Blackboard Together provides an opportunity to engage with peers across higher education who are navigating many of the same opportunities and challenges around technology, accessibility and learning mobility,” said Dr. Booker. “These conversations help advance practical approaches for supporting learners while thoughtfully integrating innovation into the educational experience.”

During the conference, University of Phoenix was also recognized with the 2026 Blackboard Catalyst Award for Ethical AI Leadership, which honors institutions advancing responsible, transparent and inclusive approaches to artificial intelligence that promote trust and equitable outcomes for learners and educators. The recognition follows the University’s ongoing efforts to support AI literacy, responsible use and AI-enabled learning experiences.

Exploring the Expanding Role of the Learning Management System

As part of the Strategic Leadership Summit, Booker served as a panelist for “The LMS as Mission-Critical: Connecting Learning, Experience & Evidence.” The session examined how learning management systems are evolving beyond course management to support learning, engagement and institutional insight across the student lifecycle.

Panelists discussed how institutions are leveraging learning technologies alongside student information systems to support teaching and learning, advising, co-curricular engagement and data-informed decision-making while addressing increasing expectations surrounding artificial intelligence, student success and accountability.

Sharing Lessons from AI-Powered Student Support

Booker also presented “Scaling AI-Powered Support Across the Student Experience at University of Phoenix,” a session focused on the University’s process for expanding its AI support assistant across the online classroom environment, moving from proof of concept to full-scale deployment over a six-month period.

In addition, Booker participated in “Online Pedagogy to Drive Institutional Growth: Best Practices and Success Stories,” a panel discussion exploring how institutions are designing engaging online learning experiences and leveraging Blackboard technologies to support quality course delivery and student engagement.

Advancing Accessibility Leadership

Hermann joined the session “Communicating Up: Turning Accessibility Work into Leadership-Ready Stories.” The presentation focused on strategies for translating accessibility initiatives into narratives, evidence and visualizations that resonate with institutional leaders.

The discussion explored ways to connect accessibility efforts to broader institutional priorities, demonstrate impact through data and support informed decision-making that advances accessibility and learner success.

Examining Emerging Challenges in Artificial Intelligence

Amsden served as a panelist for “Agentic AI in Pedagogy: Threats and Opportunities.” The session addressed the growing influence of agentic AI and its implications for academic integrity, assessment design and learner engagement.

Panelists explored how technology, pedagogy and security practices can work together to promote authentic student work while helping institutions balance innovation with responsible AI implementation.

Contributing to the Future of Teaching and Learning

Amsden, Booker and Hermann are key members of University of Phoenix’s dynamic leadership team, frequently invited to share their expertise at prestigious national conferences and events. In 2026, University leaders will participate in the ASU + GSV Summit, 1EdTech Learning Impact Conference, SXSW EDU Conference, and PESC Data Summit. These engagements underscore the University’s commitment to innovation and thought leadership in higher education, providing valuable insights and fostering collaborations that drive the future of learning.

About University of Phoenix

University of Phoenix is Built for Real Life. 50 Years Strong. The University innovates to help working adults enhance their careers and develop skills in a rapidly changing world through flexible online learning, relevant courses, academic AI pillars, and skills-mapped curriculum for associate, bachelor’s and master’s degree programs. Active students and alumni have access to Career Services for Life® resources including career guidance and tools. For more information, visit phoenix.edu.

View original content to download multimedia:https://www.prnewswire.com/news-releases/university-of-phoenix-leaders-present-at-building-blackboard-together-2026-302831360.html

SOURCE University of Phoenix

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