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Chief Digital Officer · Credit Union Executive Leader

Bobby
Matthis

Colorado · 25 Years Engineering the Future of Finance

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Bobby Matthis
20+
Years leading
in Credit Unions
Always building · Always learning
About

"People helping people — it's more than a philosophy. It's the reason technology matters in a credit union."

Transformational digital and technology executive with more than two decades of credit union leadership experience spanning digital strategy, IT operations, cybersecurity, software engineering, business intelligence, artificial intelligence, process improvement, and enterprise project delivery. Recognized for combining strategic vision, technical fluency, and an energizing leadership style to build creative cultures, accelerate innovation, and deliver technology solutions that improve lives, strengthen organizations, and position financial institutions for the future.

LocationLittleton, Colorado
EducationMBA · WGU  + M.S. AI in progress
IndustryCredit Union · Financial Technology
Journey

20 years
of leadership

A 25+ year journey of serving Credit Unions and Members. From Teller to Chief Digital Officer — a career built ground-up across technology, innovation, and digital transformation in the Credit Union industry.

Blue Federal Credit Union
Cheyenne, WY  ·  2019 — Present
Chief Digital Officer
07/2025 — Present
Executive leadership across all technology, digital channels, cybersecurity, software development, and project management — driving the organization's full digital agenda at the highest level.
Technology StrategyCybersecurityDigital ChannelsPMO
Vice President of Digital Innovation
11/2019 — 07/2025
Led the core banking platform, digital services (mobile and online banking), automation, application development, systems integration, enterprise applications, and self-service device network (ATMs, VTMs, and Kiosks).
Core BankingMobile & Online BankingRPA & AutomationAKS / AzureATM / VTM / Kiosk
Westerra Credit Union
Denver, CO  ·  2009 — 2019
Vice President of Performance Improvement & Q.A.
02/2018 — 10/2019
Led business process management (BPM) methodology adoption, content governance, and enterprise execution excellence. Championed continual improvement and unified cross-functional teams toward strategic objectives. Oversaw enterprise performance and project management teams.
BPMProcess ExcellenceContent GovernancePMO
Vice President of IT Development & Business Intelligence
03/2016 — 02/2018
Led the core banking platform, critical application portfolio, custom application development, business intelligence, automation, systems integration, data operations, and project management.
Core BankingBusiness IntelligenceAutomationData Operations
Vice President of Information Technology
06/2009 — 03/2016
Comprehensive leadership over all technology operations, application development, infrastructure, networking, and security across the organization.
Additional roles held during this period: Director of I.T. Operations & Security · Manager of Development · Solutions Architect · Symitar Programmer
InfrastructureNetworkingSecurityApp Development
Jeffco Credit Union
Lakewood, CO  ·  2000 — 2009
Vice President of Information Technology
02/2000 — 06/2009
Senior technology leadership spanning core banking systems, custom software development, and critical application support — building the technical foundation of the organization over nearly a decade.
Career began here through progressive roles: Director of Information Technology · I.T. Specialist · I.T. Assistant · Card Representative · Member Services · Teller
Core BankingCustom DevelopmentCritical Applications
Education & Certifications

Always learning

// College
Western Governors University
M.S. Software Engineering — AI Engineering
Specialization in machine learning systems, AI architecture, and intelligent software design
2026 — Current
▸ Current Student
MBA — Business, I.T. Leadership
Graduate focus on technology-driven business strategy, organizational leadership, and IT governance
2017 — 2019
B.S. Business — I.T. Management
Foundation in information systems, business operations, and technology management principles
2012 — 2016
MIT xPRO Massachusetts Institute of Technology
AI Strategy and Leadership: Thriving in the New World of A.I.
2025
// Executive Training
CUES CEO Institute
Certified Chief Executive (CCE) Program
University of Virginia
Darden School of Business — Strategic Leadership
2023 · Charlottesville, VA
Cornell University
Johnson School of Management — Organizational Effectiveness
2022 · Ithaca, NY
The Wharton School
University of Pennsylvania — Strategic Planning
2021 · Philadelphia, PA
CUES Advanced School
Certified Senior Executive (CSE) Program
// Technical
IDEO U
Hello Design Thinking
IDEO U
Insights for Innovation
IDEO U
Ideas to Action
CompTIA
Project+  ·  Security+  ·  Linux+
Linux Foundation & LPI
LFCS  ·  LPIC-1  ·  Novell CLA
Development
Zend Certified Engineer (ZCE)
PHP Programming Language
Expertise

Technology
fluency

Organizational & Technology Strategy
Innovation & Transformation
Solutions Architecture & Development
Member & Digital Experience
Process Improvement & Automation
Integration & Change Management
Artificial Intelligence
IT Governance & Compliance
Data Analytics & Business Intelligence
Cyber Security & Risk Assessment
Vendor & Partner Management
Project & Program Management
Advanced Expert Took it to 11
// Tools & Platforms  ·  Familiar Tech Stack
Azure DevOps
GitHub
VS Code
Postman
Power Apps
Power Automate
Power BI
SharePoint
SSMS
Angular
Material
StackBlitz
Firebase
Figma
Flutter
Career Highlights

Where vision met execution

// Strategy & Performance
Led enterprise-wide Velera platform migration and card network conversion
Directed an 18-month, organization-wide technology migration from COOP to PSCU (now Velera), simultaneously converting the card portfolio from MasterCard to Visa. The initiative encompassed full network re-integration, application migrations, ATM/ITM device reconfiguration, digital wallet updates, instant issue device deployment, and the launch of newly designed credit card products developed during a concurrent product refresh — executed across all channels with minimal member service disruption.
Architected a new Innovation Business Model at the executive level
Appointed to lead a cross-departmental strategic team responsible for designing innovative financial products and services using Design Thinking — directly shaping the organization's long-term strategic plan.
Drove enterprise-wide process excellence adoption
Trained and led a volunteer cross-departmental team in a renowned process methodology, capturing and documenting critical workflows. Built a content governance platform to ensure processes remained current, accurate, and accessible.
Transformed development velocity through Agile Scrum adoption
Co-designed and implemented Agile Scrum methodology across the development organization, achieving measurable improvements in delivery speed, product quality, and team engagement and morale.
Instituted an organizational operating rhythm with senior leadership
Designed and deployed a structured cadence for enterprise communication and scheduling, sharpening schedule alignment and dramatically improving the flow of strategic information across the organization.
// Innovation & Automation
Led full-stack digital banking platform transformation on Azure
Architected and delivered a cloud-native digital banking platform using microservices on Azure Kubernetes Service (AKS). Managed product ownership and coordinated cross-functional teams spanning DevOps, back-end, Angular web, iOS, and Android — end to end.
Built an enterprise RPA and automation suite eliminating hundreds of manual tasks
Implemented enterprise automation tools and RPA scripts with scheduled execution and a self-service capability layer — freeing teams from repetitive administrative work and redirecting their capacity toward high-value strategic initiatives.
Modernized legacy core systems through custom middleware architecture
Designed and deployed a bespoke middleware integration layer bridging core systems and critical applications. Replaced aging, proprietary interfaces with modern web service integrations — unlocking new development capabilities and significantly improving user experience.
// Analysis & Business Insights
Founded and scaled the Business Intelligence practice at Westerra Credit Union
Established the organization's first dedicated BI team from the ground up, building out the data infrastructure, tooling, and analytical capabilities that enabled materially richer financial reporting, predictive forecasting, performance KPIs, and incentive modeling across the enterprise.
// Communication & Engagement
Deployed an enterprise communication portal that became the organization's daily hub
Built and launched a centralized communication platform within the existing SharePoint intranet, integrating social features and recognition elements that drove organic daily adoption — achieving status as the primary enterprise communication channel across the organization.
Achieved a 90+ iNPS score and 87th-percentile Gallup engagement ranking
Through intentional coaching and a culture of recognition, led the team to record-breaking internal Net Promoter scores and top-decile performance in Gallup's engagement survey — earning top marks in quality, growth opportunities, recognition, and team progression.
Led CUNA Technology Council at the executive committee level
Served on the Executive Committee of the Credit Union National Association (CUNA) Technology Council, chairing and co-chairing subcommittees across Membership, Member Resources, Awards, and Speed Rounds. Drove new membership records, produced industry white papers and roundtables, recognized innovative leaders, and introduced emerging solutions at the national conference.
Leadership Profile

How I think & lead

MBTI TYPE
INTP
Logician · Architect
Extraversion Introversion Sensing Intuition Thinking Feeling Judging Perceiving
Myers-Briggs Type Indicator
INTP
The Logician  ·  The Architect
INTPs are driven by an insatiable curiosity and a compulsion to understand complex systems at their deepest level. As a Logician-Architect, Bobby brings analytical precision to every problem — building mental models, questioning assumptions, and engineering solutions that are elegant rather than merely expedient.

This manifests in leadership as a preference for deeply understanding a problem before acting, comfort with ambiguity, and a natural instinct to challenge conventional thinking. Ideas are the currency; frameworks are the tools. Thrives at the intersection of vision and implementation, where curiosity meets execution.
12 34 56 78 9
Enneagram
5w4
The Iconoclast  ·  The Investigator
The 5w4 — The Iconoclast — combines the Investigator's drive for deep knowledge and self-sufficiency with the Individualist's creative intensity and search for meaning. Bobby approaches leadership with intellectual rigor and originality, resisting convention in favor of well-reasoned, innovative solutions.

Deeply curious and quietly perceptive, the 5w4 is driven to understand what others overlook, synthesize what others keep separate, and build what others only theorize. In practice this shows up as a leader who invests heavily in understanding a space before speaking, who asks sharper questions than most, and whose solutions tend to be genuinely novel rather than borrowed.
CliftonStrengths Top 10
Signature strengths
Gallup CliftonStrengths Assessment  ·  Ranked 1–10
01
Ideation
Strategic Thinking
02
Individualization
Relationship Building
03
Strategic
Strategic Thinking
04
Relator
Relationship Building
05
Intellection
Strategic Thinking
06
Adaptability
Relationship Building
07
Connectedness
Relationship Building
08
Learner
Strategic Thinking
09
Belief
Executing
10
Competition
Influencing

A profile dominated by Strategic Thinking strengths (Ideation, Strategic, Intellection, Learner) paired with strong Relationship Building (Individualization, Relator, Adaptability, Connectedness) — the hallmark combination of a technologist who leads with both vision and empathy.

Let's build
together

Always open to great conversations, creative collisions, and the occasional world-changing idea. If you're building something bold, solving something hard, or just want to connect with someone who genuinely geeks out on this stuff — let's talk.