Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is John Findlay, CEO of LemonadeLXP. He sits down with me to talk about learning, curiosity, and why most workplace training completely misses the mark. He shares his path to CEO, opens up about being labeled a “terrible student”, and how he knew early on that he was meant to build something of his own. From launching businesses right out of high school to using gamification before it even had a name, his story is a reminder that unconventional paths can lead to meaningful innovation.

Throughout our conversation, we spend a lot of time discussing a problem that feels almost universal: when learning feels like a chore, people check out, but when it’s designed to be interactive and even enjoyable, that becomes a different story. We also get into how AI is changing the equation—not in a vague, buzzwordy way but in practical terms such as how it can reduce onboarding time, offer answers in real moments of need, and help organizations retain knowledge.

As we wrap up the episode, John goes through our usual round of rapid-fire questions, revealing that he is a self-proclaimed “geopolitics nerd”, and why he recommends an especially “epic” book. Enjoy my conversation with John Findlay!

Find the full show notes on cuinsight.com.

Connect with John:
John Findlay, CEO of LemonadeLXP
lemonadelxp.com
John: LinkedIn
LemonadeLXP: LinkedIn | Instagram | Threads | YouTube | TikTok | X

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Rob Newberry, Senior Consultant at Abrigo. Rob’s story begins about as far from finance as you can get—on a dairy farm in rural Iowa. His perspective was shaped not by what he wanted to become, but by what he knew he didn’t, and that path eventually led him from an entry-level role in the mortgage industry, to a VP position at Wells Fargo, and later to building a company of his own focused on supporting credit unions and community banks!

In our conversation, Rob calls attention to something that feels increasingly rare in financial services: genuine human connection. He deconstructs why relationship lending still matters and why the best lenders aren’t the ones chasing the lowest rate but rather the ones who truly understand their members. His “Know Your Members” mindset is a practical way to think about risk, retention, and long-term value. We also get into the conflict that can come up between efficiency and authenticity. With AI reshaping workflows on the daily—from loan write-ups to risk analysis—Rob offers a fresh but grounded take on what technology can and can’t do.

As we wrap up the episode, Rob shares his thoughts on effective leadership, where in the world he would like to travel, and his love for live music. Enjoy my conversation with Rob Newberry!

Find the full show notes on cuinsight.com.

Connect with Rob:
Rob Newberry, Senior Consultant at Abrigo
abrigo.com
Rob: LinkedIn
Abrigo: LinkedIn

Book mentioned: StrengthsFinder 2.0 by Gallup
Film mentioned: The Terminator

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Chris Tissue, Chief Operating Officer at CUCollaborate, and he joins me for this episode to discuss something that can really spark some strong opinions across the industry—mergers. Listen in as he shares how his career path (from growing up in Pittsburgh in a family of entrepreneurs to working at Callahan & Associates, Deloitte, and Grant Thornton) eventually led him back to the credit union movement and into a role where he helps institutions think strategically about growth.

In our conversation, we start with Chris’s early career journey and how a liberal arts graduate who once dreamed of entrepreneurship found himself immersed in the credit union world. That experience ended up coming full circle when he joined a former colleague to build out the consulting practice at CUCollaborate.

Along the way, he and I discuss what the organization does day-to-day, and we also, of course, spend a good portion of the conversation discussing mergers, with Chris explaining how the industry historically viewed mergers as emergency solutions for struggling institutions. Nowadays, however, more financially healthy credit unions are considering mergers as a strategy to compete effectively and invest in the future, and Chris shares how his team approaches this work with a clear principle in mind: if a merger doesn’t meaningfully benefit members, it just should not happen.

As we wrap up the episode, we touch upon Chris’s craft beer passion, the leadership influence of his grandfather, why Chicago in the summer tops his travel list, and more! Enjoy my conversation with Chris Tissue!

Find the full show notes on cuinsight.com.

Connect with Chris:
Chris Tissue, Chief Operating Officer at CUCollaborative
cucollaborate.com
Chris: LinkedIn
CUCollaborate: LinkedIn

Book mentioned: Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim Scott

Book series mentioned: The Witcher

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Har Rai Khalsa, Co-Founder and CEO of Swaystack. He joins me for a conversation about a challenge which many credit unions quietly wrestle with: turning new accounts into real, active relationships. Har Rai’s path into fintech wasn’t exactly the one he imagined as a kid. Like a lot of young athletes, he once pictured himself going pro, inspired by legends such as Derek Jeter. Instead, his career began in lending, where he spent years learning the mechanics of onboarding, underwriting, and the systems which power financial institutions. He also explains how that experience eventually led him to build technology solutions for financial institutions and ultimately launching Swaystack.

In our conversation, Har Rai shares how his team approached building their company and how—rather than assuming that they knew what credit unions needed—they began by asking a lot of questions. In their early conversations with credit unions, a surprising theme revealed itself: growth wasn’t actually the real problem. Many institutions were opening plenty of accounts, but far too many of those accounts were going inactive within months. We discuss why those first 90 days after opening an account are so incredibly important. Hear how onboarding responsibilities are scattered across departments such as marketing, retail, lending, and digital—yet no one actually owns the outcomes that matter most: balances, transactions, and direct deposit adoption.

As we wrap up the episode, Har Rai talks about how he appreciates a nice car, the cities he loves to visit, a book recommendation, and more! I hope that you enjoy my conversation with Har Rai Khalsa!

Find the full show notes on cuinsight.com.
Connect with Har Rai:
Har Rai Khalsa, Co-Founder and C.E.O. of Swaystack
swaystack.com
Har Rai: LinkedIn
Swaystack: LinkedIn

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is James Bishop, founder of ClaimStinger. ​​His story doesn’t start out in a boardroom but rather in Southern Colorado playing cowboy on a dude ranch, then repairing hail-damaged cars, then running a shop, and finally asking a critical question: Why is the insurance process so confusing, so slow, and so stacked against everyday people? From that question, ClaimStinger was born, and what James is building now has serious implications for credit unions, their members, and the way vehicle assets are protected.

In our conversation, James and I discuss the quiet documentation gaps that cost members thousands of dollars. James explains why insurance companies are increasingly denying claims due to missing photo evidence, how that drains equity from vehicles, and why credit unions feel the ripple effects in their loan portfolios.

James walks us through the concept of “the birthdate of a loan,” and we also dig into what happens when members are left alone to deal with adjusters, estimates, and confusing checks that never quite cover the damage. James shares some actual stories from his repair shop—people driving devalued cars for over a year because they’re scared, stuck, or unsure what to do next. His proposed solution to this problem is to pair simple, plug-and-play technology with education that empowers credit union teams and members alike!

As we wrap up the episode, James talks about the grandmother who mentored him, the grandsons he’s investing his time in, his love of museums and sci-fi, and why “playing in the dirt” is his version of balance. This conversation is about a lot more than just software; it’s about protecting what people work hard for and making sure that no one feels stranded when life throws a curveball. Enjoy my conversation with James Bishop!

Find the full show notes on cuinsight.com.

Connect with James:
James Bishop, founder of ClaimStinger
claimstinger.com
James: LinkedIn
ClaimStinger: LinkedIn | YouTube

Want to hear more from James? Click here.

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today's show is Cisco Malpartida Smith, Managing Director of Strategic Advisory at SRM. We discuss the future of credit unions and the strategic thinking that is needed to keep the movement strong, and Cisco shares the story of how his career began in a remarkable way, starting a student-run credit union while serving as student body president in college. He touches upon how that experience set him on a path that would eventually lead to CEO roles, strategic leadership positions, and advising institutions across the country!

In our conversation, Cisco walks us through the work that he does today helping credit unions solve complex strategic problems, especially when it comes to growth. One of the biggest challenges that he covers is the rising average age of credit union members. Cisco explains why this causes financial pressure, with older members typically saving more and borrowing less. He also explains a strategy that he has spent decades refining—connecting credit unions with colleges and universities to reach the next generation of members.

As we wrap up the episode, Cisco reveals a huge leadership influence on him, what he thinks about maintaining balance between career, family, and community service, and so much more! Perhaps most importantly, he shares an incredibly powerful strategy that has shaped his thinking: the idea of creating meaningful differentiation so that credit unions aren’t simply competing in the same crowded marketplace as everyone else. I hope that you enjoy my conversation with Cisco Malpartida Smith!

Find the full show notes on cuinsight.com.

Connect with Cisco:
Cisco Malpartida Smith, Managing Director of Strategic Advisory at SRM
srmcorp.com
Cisco: LinkedIn
SRM: LinkedIn | Facebook | YouTube | X

Book mentioned: Blue Ocean Strategy by W. Chan Kim & Renée Mauborgne

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guests on today's show are Anthony “Tony” Hernandez, President and CEO of the Defense Credit Union Council and a retired U.S. Air Force Colonel, along with Maggie Sayer, President and CEO of Keys Federal Credit Union and DCUC Board Chair. They join me for this episode of the podcast to discuss CU Unplugged! CU Unplugged is not your standard conference with a ballroom, a rigid agenda, and politely timed applause. CU Unplugged is intentionally unstructured without keynote headliners or prepackaged talking points. As Tony puts it, the attendees are the agenda.

In our conversation, we cover why collaboration is the credit union movement’s superpower and why traditional formats don’t always give that superpower room to work. Maggie shares why the open-to-all approach matters so much to her, especially coming from an IT background before becoming a CEO. With facilitators guiding so many outcomes and, of course, AI capturing key discussions, CU Unplugged isn’t just talk; it’s truly a launchpad in that insights from this event will directly shape breakout sessions at DCUC’s annual conference!

As we wrap up the episode, we also get into timely issues such as, again, AI, crypto, governance, and what “AI” even means in practice. The smaller, intentionally designed setting of CU Unplugged creates space for honest questions and renewed curiosity! By the end of our conversation, one theme absolutely stands out: energy - energy, confidence, and the motivation to not just absorb ideas but to also carry them back, share them, and lead with them! Enjoy my conversation with Tony and Maggie!

Find the full show notes on cuinsight.com.

Connect with Anthony:
Anthony R. Hernandez, President & C.E.O. of Defense Credit Union Council; Ret. USAF Colonel
dcuc.org
Anthony: LinkedIn
DCUC: LinkedIn | Facebook | YouTube

Connect with Maggie:
Maggie Sayer, President & C.E.O. of Keys Federal Credit Union; DCUC Board Chair; Navy / Coast Guard Representative
keysfcu.org
Maggie: LinkedIn
KFCU: LinkedIn | Facebook | Instagram | X | YouTube

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guests on today’s show are Patrick McElhenie, Chief Growth Officer and Vinay Bhaskar, Chief Operating Officer of Scienaptic AI. We discuss where lending is headed and why the next leap in AI could fundamentally change how credit unions operate.

In our conversation, Patrick and Vinay explain how Scienaptic helps credit unions approve more loans while reducing risk and improving members’ experiences. We learn how Scienaptic’s platform considers the full life cycle of the member so that decisions are not isolated. We then dig into the main topic of the episode: agentic AI, with Patrick breaking it down into simple terms for us. While traditional AI helps answer “Should we approve this loan?” agentic AI asks, “What should we do next?” Agentic AI can coordinate workflows across systems while keeping humans firmly in control.

As we wrap up the episode, Vinay also shares where credit unions will first feel the impact, especially within the first 60-90 days. He projects fewer false declines, more targeted engagement, and teams spending less time chasing data and more time working directly with members. We talk about explainability, audit trails, compliance guardrails, and what “governed autonomy” really looks like in practice. Finally, in closing, Patrick shares what he sees for Scienaptic’s future on the road ahead. Enjoy my conversation with Patrick McElhenie and Vinay Bhaskar!

Find the full show notes on cuinsight.com.
Connect with Patrick:
Patrick McElhenie, Chief Growth Officer at Scienaptic AI
scienaptic.ai
Patrick: LinkedIn
Scienaptic AI: LinkedIn | YouTube

Connect with Vinay:
Vinay Bhaskar, Chief Operating Officer at Scienaptic AI
scienaptic.ai
Vinay: LinkedIn
Scienaptic AI: LinkedIn | YouTube

In this episode:
[1:11] - Patrick explains how Scienaptic enables fair, inclusive lending that boosts growth without increasing operational burden.
[4:14] - Vinay reveals that their platform delivers consistent, context-driven decisions across the entire member journey.
[6:52] - Hear how agentic AI moves lending from recommendation to coordinated, human-guided action.
[10:08] - Early gains include faster approvals, fewer false declines, and real-time portfolio action.
[13:17] - Vinay adds that built-in governance ensures explainability, auditability, and human oversight in every AI decision.
[15:56] - With governed autonomy, credit unions control automation while strengthening member relationships
[17:02] - Patrick discusses some of Scienaptic’s plans for the future.

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Omar Jordan, founder and CEO of Coviance. He shares how an unconventional path, fueled by curiosity, problem-solving, and what he openly calls “extreme ADHD,” led him from subprime lending in the early 2000s to founding what’s now Coviance! His story that he shares in this episode is truly a reminder that the credit union movement has always attracted people who see friction and feel compelled to fix it.

In our conversation, Omar and I talk about his early days and what he learned when the economy collapsed—the culture shock that he experienced when he first stepped into credit unions and saw how many processes were still held together by spreadsheets, sticky notes, and fax machines. Omar realized that members weren’t frustrated by rates or products nearly as much as they were confused by silence, delays, and a lack of transparency once they clicked “submit.”

We also discuss what he calls the “messy middle” of lending, spending time on why modernizing home equity isn’t about swapping out a LOS but is about questioning old assumptions that no longer serve members or staff. We also get into a topic that can make people uncomfortable: pricing, with Omar making a strong case that members aren’t chasing cheap but are chasing clarity, speed, and service!

As we wrap up the episode, Omar shares lessons learned from building a company, raising kids, and realizing that success looks different at 25 than it does at 45. He even reveals what was on his Spotify Wrapped this past year! Enjoy my conversation with Omar Jordan!

Find the full show notes on cuinsight.com.

Connect with Omar:
Omar Jordan, founder and C.E.O. of Coviance
coviance.com
Omar: LinkedIn
Coviance: LinkedIn | Facebook | X

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Steve Torino, Chief Information Security Officer at Synergent. Steve’s path to cybersecurity was not a straight line, and he didn’t grow up dreaming about credit unions or information security. What stayed constant, though, was a deep curiosity about technology and how systems work, which eventually carried him from community banking to national payment processing and ultimately to Synergent.

In our conversation, we spend a lot of time talking about what effective cybersecurity governance actually looks like for credit unions and why it is so important. Steve breaks down how governance starts at the board level, how expectations flow through management, and why cybersecurity should be treated like any other form of enterprise risk. We also dig into collaboration and information sharing—one of the credit union movement’s biggest strengths, and Steve points to leagues and professional groups as ways that credit unions can learn from one another.

As we wrap up the episode, Steve talks about the mentor that influenced his life, how he loves traveling to Dallas, recommends a cybersecurity book that every can use, and more! Enjoy my conversation with Steve Torino!

Find the full show notes on cuinsight.com.

Connect with Steve:
Steve Torino, Chief Information Security Officer of Synergent
synergentcorp.com
Steve: LinkedIn
Synergent: LinkedIn | Facebook | YouTube

Book mentioned: Cybersecurity for Everyone by Cathy Olieslaeger

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Cynthia Billingsley-Smart, Customer Benefit Payments Manager at Securian Financial, whose journey is as inspiring as it is insightful. She has built a career that truly makes an impact, moving from examiner to senior specialist, trainer, auditor, supervisor, and now manager. She discusses what it really means to support credit unions and their members, and Cynthia reflects on Securian's purpose statement to build secure tomorrows.

In our conversation, we talk about how Securian guides the way that they deliver protection products that make a measurable difference when members face unexpected challenges, and Cynthia highlights the fact that partnerships and product innovations aren’t just about offerings; the claims experience is where trust is won or lost. Cynthia also discusses leadership, highlighting the mentors who shaped her path and the principles that she carries forward in her own role.

As we wrap up the episode, Cynthia talks about her love of designer handbags, New Orleans, and the professional book that she recommends—The Digital Mindset, a book which she calls essential reading for anyone navigating today’s rapidly evolving work environment. If you’re curious about how thoughtful leadership, innovative solutions, and member-first approaches intersect in the credit union world, then you will enjoy my conversation with Cynthia Billingsley-Smart!

Securian Financial is the marketing name for Securian Financial Group, Inc., and its
subsidiaries.

Find the full show notes on cuinsight.com.

Connect with Cynthia:
Cynthia Billingsley-Smart, Customer Benefit Payments Manager at Securian Financial
securian.com
Cynthia: LinkedIn
Securian Financial: LinkedIn | Facebook | Instagram

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Josh Streufert, Principal / Creative Director at Strum. Josh starts off by tracing his own path, which includes childhood dreams of archaeology, a strong Indiana Jones phase, film school, history studies, and eventually saying “yes” to a lot of opportunities that led him into creative leadership. It’s a reminder that most meaningful careers aren’t straight lines but are rather collections of curiosity, timing, and a willingness to try things before you fully know where they’ll lead!

In our conversation, Josh and I discuss what Strum does for credit unions and why branding is so much more than just logos and taglines. Josh shares a simple but powerful idea: when products are largely the same, people choose the organization they like best. From there, we get into how storytelling, creativity, and culture shape trust, loyalty, and the overall member experience. A big part of our discussion is also centered around change and burnout, with Josh introducing a mindset shift: moving from being a “gatekeeper” who protects the status quo to a “curator” who actively searches for better answers. He also talks about the concept of an “optimal rate of failure” and why failing occasionally isn’t a weakness but evidence that you’re still growing.

As we wrap up the conversation, Josh shares how he manages a work-life balance, what book he would recommend reading, and why he idolizes a former high school teacher! Enjoy my conversation with Josh Streufert!

Find the full show notes on cuinsight.com.

Connect with Josh:
Josh Streufert, Principal / Creative Director at Strum
strumagency.com
Josh: LinkedIn
Strum: LinkedIn

Book mentioned: Empire of the Summer Moon by S.C. Gwynne
Song mentioned: “Take Five” by Dave Brubeck
TV series mentioned: The Office

Today's episode is the second part of a very special four-part series brought to you by TruStage! My guest on today’s show is Steve Rick, Chief Economist at TruStage. Listen as he takes a good look at what 2026 may have in store for credit unions and the members they serve. We start with where inflation, GDP, and the labor market appear to be heading—as well as why tariffs and immigration policy are likely to show up in everyday prices sooner than expected. Steve explains why inflation could push past 3% in early 2026 and how that reality continues to shape the Federal Reserve’s cautious approach to interest rates.

Steve gets into what many leaders are watching the most closely: rate cuts. He breaks down why the Fed is expected to gradually ease rates throughout 2026, how close we are to what economists consider a “neutral” rate, and why concerns about rising unemployment are guiding such decisions. From there, our conversation turns to credit unions, with Steve sharing his outlook for loan growth, deposits, and earnings, and we talk about consumer uncertainty, the impact of loans made during the ultra-low-rate years, and what all of this means for balance sheets this coming year.

As we wrap up the episode, Steve and I spend time talking about workforce trends and AI, where productivity gains are changing hiring patterns, reshaping call centers and lending teams, and even impacting recent college graduates trying to enter the job market. I hope that you enjoy my conversation with Steve Rick!

Find the full show notes on cuinsight.com.

Connect with Steve:
Steve Rick, Chief Economist of TruStage
trustage.com
Steve: LinkedIn
TruStage: LinkedIn | Instagram | Facebook | YouTube

In this episode:
[0:52] - Steve reveals how tariffs and tighter immigration push prices higher, potentially lifting inflation above 3% in early 2026.
[2:17] - Expect gradual Fed rate cuts toward a neutral 3% as officials guard against rising unemployment.
[4:05] - Steve explains how loan growth improves to about 5%, while deposits rise 6%.
[5:25] - Earnings improve as margins widen and costs stay in check, with AI playing an expanding role.
[6:48] - AI-driven efficiency slows hiring, cutting projected workforce growth to roughly 1% next year.
[7:59] - Steve further touches upon how recent graduates face tougher entry as unemployment nears 10%.

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Shane Butcher, Chief Operating Officer / Chief Risk Officer at Optiri, a Trellance Company. Shane and I talk about how a teenage dream of becoming a fighter pilot turned into a career spanning the military, IT, operations, and ultimately the credit union space.

In our conversation, Shane walks us through the evolution of Optiri and what it means to optimize, refresh, and innovate credit union technology without losing sight of the people whom it’s supposed to serve. We talk about why credit unions have unique technology and security needs and how Opitiri focuses on doing the behind-the-scenes work so that credit unions can spend their energy on members.

A big part of our conversation, though, is centered around AI as something already embedded in everyday tools. Shane breaks down what credit unions really should be thinking about right now—understanding where their data lives, tightening permissions, updating vendor policies, and choosing intentional use cases instead of chasing every new idea. We also break down how AI is reshaping cybersecurity on both sides, fueling more convincing attacks while also giving defenders faster, smarter ways to respond.

As we wrap up the episode, Shane shares some lessons that he learned from a Navy mentor who led through calm problem-solving. He also talks about his love of good restaurants and unique experiences, why he loves Las Vegas, and has a book recommendation for us. Enjoy my conversation with Shane Butcher!

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is returning guest Deedee Myers, CEO of DDJ Myers, Ltd. She comes back to discuss leadership as we unpack what’s forming the future of credit union leadership. From a huge wave of CEO retirements to board turnover to executive teams changing under new leadership, Deedee lays out what this really looks like in the concrete data that her team has been collecting for years.

In our conversation, we talk about numbers and how many CEOs are expected to exit in the coming years. We talk about why so many delayed retirement after COVID and how that pent-up shift is finally arriving. Deedee also explains the generational turnover that is hitting boards and executive teams simultaneously, creating something close to a perfect storm. One of the biggest themes that we talk about, however, is responsibility. Who owns succession? Who’s accountable for readiness? What should each party be doing to prepare for the leadership needs of the next decade? In addition, Deedee and I cover the programs, institutes, and coaching experiences that are truly accelerating leadership growth right now.

As we wrap up the episode, we go through our traditional lightning round of questions as I ask her about the little things as well such as the purchases that she swears by, the rituals that keep her grounded during nonstop travel, and the guiding principle that she believes the industry desperately needs more of. Enjoy my conversation with Deedee Myers!

Find the full show notes on cuinsight.com.

Connect with Deedee:
Deedee Myers, CEO at DDJ Myers, Ltd.
ddjmyers.com
Deedee: LinkedIn
DDJ Meyers, Ltd.: LinkedIn

Want to hear more from Deedee? Click here.
Previous episode featuring Deedee: “Advancing leadership”
Podcast mentioned: The Diary of a CEO
Podcast mentioned: Freakonomics

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guests on today’s show are returning guest Jason Stverak, Chief Advocacy Officer at Defense Credit Union Council, and Elizabeth Eurgubian, Government Relations and Advocacy Consultant at Atlas Advocacy. They both join me for this episode for a conversation that cuts right to the heart of what credit unions need most right now: stronger advocacy, louder storytelling, and a clearer understanding of what sets us apart!

In our conversation, Elizabeth opens with something that she has witnessed from both sides of the table: policymakers are brilliant with statutes and frameworks, but they often have little sense of what day-to-day life looks like inside a credit union. She talks about the power of real-world examples and cautions that if we’re not bringing those stories forward, we’re leaving influence on the table.

Jason also jumps in with the compelling argument that advocacy isn’t a job title; it’s everybody—teller to CEO—every interaction with a member, every community touchpoint, every small moment of goodwill becomes part of what reaches Congress. He shares some incredible behind-the-scenes stories from the recent government shutdown and how lawmakers were reaching out because they’d noticed credit unions stepping up while others hesitated.

As we wrap up the episode, Elizabeth closes by previewing what’s coming from the NCUA in the year ahead—such as stablecoin and digital-asset rulemaking under the GENIUS Act, a much needed regulatory clean-up, and increased vigilance around cybersecurity. She also challenges all of us to think several years ahead about the skills we’ll need, not the ones that we’ve always relied on, as necessary skillsets are always evolving with the times. I hope that you enjoy my conversation with Jason and Elizabeth!

Find the full show notes on cuinsight.com.

Connect with Jason:
Jason Stverak, Chief Advocacy Officer at Defense Credit Union Council
dcuc.org
Jason: LinkedIn | X
DCUC:

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

Today's episode is the first part of a very special four-part series brought to you by TruStage! Today's discussion is with Mike Kraus (Managing Director of TruStage Ventures) and Jamie Jackson (CEO of Arkatechure), and we focus on how credit unions can make use of their data to drive better member experiences and business outcomes, with Jamie explaining that credit unions often struggle with data silos, lack of data ownership, and a culture of fear around data expertise and Mike noting that credit unions have an abundance of member data, but it is often locked away in legacy core systems. To unlock the value, it's so important for credit unions to pull all their data together into a unified platform!

In our conversation, both Mike and Jamie really emphasize the role that fintech partnerships can play, as they can provide the modern data infrastructure, analytics capabilities, and agility that credit unions often lack. However, they also caution that partnerships must be strategic, with clear alignment on goals and outcomes. We also cover why it's so important to start small and prove value via quick wins and then scaling the data strategy. Measuring outcomes, not just activities, is key, and the most successful credit unions will be those that empower all employees to make data-driven decisions!

As we wrap up the episode, we highlight how effectively leveraging data is crucial for credit unions to deliver personalized member experiences and drive sustainable growth in a rapidly evolving financial services landscape! I hope that you enjoy my conversation with Mike Kraus and Jamie Jackson!

Find the full show notes on cuinsight.com.

Connect with Mike:
Mike Kraus, Managing Director of TruStage Ventures
trustage.com
Mike: LinkedIn
TruStage: LinkedIn | Instagram | Facebook | YouTube

Connect with Jamie:
Jamie Jackson, CEO of Arkatechure
arkatechture.com
Jamie: LinkedIn
Arkatechure: LinkedIn | Instagram | Facebook | X

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Wes Zauner, VP of Product at MeridianLink, returning to the show from episode 96. Wes jumps right in with what he’s hearing across the industry—younger generations expect financial services to move at the pace of their everyday digital lives, and they won’t wait three days for an answer on a loan application. We also talk about the pressure that puts on credit unions that are still relying on paper-heavy workflows and why modernizing the “digital front door” is no longer optional.

In our conversation, Wes gives a clear picture of what instant decisioning, automation, and personalized offers look like when they’re done right and why they matter so much if you want younger members to stick around. He also talks about how MeridianLink is supporting more than 2,000 institutions and handling tens of millions of applications and account openings!

We dig into strategy and how credit unions can build a realistic technology roadmap without trying to be everything to everyone, as well as how understanding the specific people in your community beats a one-size-fits-all approach.

As we wrap up the episode, Wes shares who he thinks of when he hears the word “success,” he talks about his enjoyment of pressure washing, and gives insight to balancing work, parenting, and purpose. Enjoy my conversation with Wes Zauner!

Find the full show notes on cuinsight.com.

Connect with Wes:
Wes Zauner, VP of Product at MeridianLink
meridianlink.com
Wes: LinkedIn
MeridianLink: LinkedIn | Instagram | Facebook | X 

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guests on today’s show are Jed Meyer, CEO at St. Cloud Financial Credit Union, and Jon Ungerland, CIO of Information/Innovation at DaLand CUSO. They join me to talk about the evolving digital asset ecosystem and the important role that credit unions can play, with Jon explaining how DaLand has been helping St. Cloud Financial stay relevant by using data and digital tools. A key focus has been DaLand's "Coin2Core" solution, allowing credit unions to connect to emerging decentralized finance (DeFi) networks and cryptocurrencies!

In our conversation, Jed shares how he recognized the impact of the digital asset space on his members' financial lives about five years ago. Initially skeptical, he eventually realized the importance of getting ahead of this trend to keep his members' wealth circulating in the local economy. Partnering with DaLand has allowed St. Cloud Financial to plug into DeFi networks and offer innovative services like their own white-label stablecoin, and both guests call attention to the need for credit unions to engage with the digital asset ecosystem rather than avoid it, with Jed stressing the importance of education both for credit union leaders and their members. He also highlights the role which credit unions can play as trusted, community-based financial institutions in this new landscape.

As we wrap up the episode, Jon notes how leaders across sectors are already deeply invested in the future of tokenized, blockchain-based money, and he cautions that credit unions must act quickly to avoid being left behind. Our conversation also emphasizes the potential of digital assets as well as the need for credit unions to shape this change to best serve their members and communities. Enjoy my conversation with Jed and Jon!

Find the full show notes on cuinsight.com.

Connect with Jed:
Jed Meyer, C.E.O. at St. Cloud Financial Credit Union
scfcu.org
Jed: LinkedIn
St. Cloud Financial Credit Union: LinkedIn | Facebook | Instagram | Twitter | YouTube | TikTok

Connect with Jon:
Jon Ungerland, C.I.O. of Information/Innovation at DaLand CUSO
dalandcuso.com
Jon: LinkedIn
DaLand CUSO: LinkedIn | Twitter | 

My guest on today’s show is Mitch Pangretic, SVP and Director of Strategic Partnerships at Elan Credit Card. He joins me to discuss his career journey and the value that Elan brings to credit unions as well as so much more, such as how he initially wanted to be an astronaut but ended up in the payments industry, working at companies like Discover, American Express, and US Bank before joining Elan in 2007.

In our conversation, Mitch explains Elan's "agent issuing" model where they act as the credit card department and servicing team for credit union partners, allowing credit unions to offer robust credit card products and features without the complications of managing it all themselves. Elan provides the technology, risk management, marketing, rewards programs, and more! Mitch also highlights how Elan can help credit unions ensure that their members have access to the right credit card products, whether that's travel rewards, cash back, or even options to help build/rebuild credit. He discusses valuable member-facing features such as the Elan mobile app, which provides free credit scores, budgeting tools, and the new "Extend Pay" installment lending feature.

Mitch notes Elan's expertise and how it can complement the deep member relationships of credit unions. By combining Elan's credit knowledge with the credit union's understanding of their members, they can help provide the best financial guidance and education to help members improve their credit. Mitch also looks ahead and shares Elan's focus on continuing to enhance the integrated technology and user experience for both credit union partners and their members.

As we wrap up the episode, Mitch talks about the leader who most influenced him, his vacation bucket list, and how he loves visiting California. Enjoy my conversation with Mitch Pangretic!

Find the full show notes on cuinsight.com.

Connect with Mark:
Mitch Pangretic, SVP and Director of Strategic Partnerships at Elan Credit Card
elanfinancialservices.com
Mitch: LinkedIn
Elan Credit Card: LinkedIn

Book mentioned: Four Friends by William D. Cohan

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guests on today’s show are Mark Majeske, SVP Faster Payments at Alacriti, and Matt Kinne, Senior Director of Market Solutions at Zelle. Mark and Matt discuss the partnership between Alacriti and Zelle and how the alliance benefits credit unions in offering peer-to-peer (P2P) payment services to their members. They explain that Zelle has become a household name and an expected service for consumers, with nearly 80% even saying instant payments are the most important feature their financial institution can offer.

In our conversation, we highlight how Zelle helps credit unions address the challenges they face in P2P payments, challenges such as members using external apps such as Venmo. Their directory-based approach allows credit unions to bring that business back into their ecosystem. Offering Zelle as an option also helps credit unions strengthen their position as a trusted partner compared to fintech apps by taking advantage of their existing brand, security, and personal service.

As we wrap up the episode, Mark, Matt, and I discuss the growing use of Zelle by small businesses, which now make up 15% of Zelle's total transactions, presenting an opportunity for credit unions to deepen relationships with local businesses. Our discussion also outlines the benefits of using Zelle via Alacriti as opposed to going direct, including Alacriti's role as a true partner, managing integration complexity, and providing a faster time to market! Enjoy my conversation with Mark Majeske and Matt Kinne! 

Find the full show notes on cuinsight.com.

Connect with Mark:
Mark Majeske, SVP Faster Payments at Alacriti
alacriti.com
Mark: LinkedIn
Alacriti: LinkedIn | Instagram | Threads | Facebook | Twitter

Connect with Matt:
Matt Kinne, Senior Director of Market Solutions at Zelle
zelle.com
Matt: LinkedIn
Zelle: LinkedIn | Instagram | Facebook | YouTube | Twitter

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Joe Boan, SVP Head of Sales Distribution at TruStage. Joe joins me to share his journey into the financial services industry and how TruStage is committed to partnering with credit unions to help their members achieve greater financial success. He reflects on how his path has taken him through various roles, from working at a brokerage firm to leading product and sales at a large insurance company. He discusses how he has seen the industry from many angles—as a consumer, someone who helps individuals directly, and as a distribution partner for financial services companies.

In our conversation, Joe explains that TruStage is 100% focused on serving credit unions and their members, particularly the "underserved" middle-market consumers. With extensive research, TruStage designs products and solutions that are customized to this group's needs, unlike many institutions that cater to the top percentiles. By offering protection products such as life insurance, TruStage helps credit unions not only serve their members better but also generate sustainable income to support their growth. Joe highlights the fact that TruStage's mission is fully aligned with credit unions to help members become more financially secure.

As we wrap up the episode, Joe talks about the leadership of his college baseball coach, his love of cars, his favorite city to travel to, and has a book recommendation for everyone! Enjoy my conversation with Joe Boan!

Find the full show notes on cuinsight.com.
Connect with Joe:
Joe Boan, SVP Head of Sales Distribution at TruStage
trustage.com
Joe: LinkedIn
TruStage: LinkedIn | Instagram | Facebook | YouTube
Book mentioned: Ego Is the Enemy by Ryan Holiday

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Pete Hilger, CEO and president of Allied Solutions, a leading provider of products and services to the credit union industry. Pete shares his fascinating journey, from a young man with entrepreneurial ambitions to his current role leading a company that has a $3 billion annual impact on the credit union industry. Pete describes how he initially wanted to be an entrepreneur, but after a stint in the military, he ended up co-founding a document destruction business with his brother, an experience which taught him the realities of running a company which then led to an opportunity to join his family's business.

In our conversation, Pete reveals how he worked his way up through the organization, eventually becoming President and then CEO when the company was sold to Securian in 2004. He discusses the importance of understanding a business from the ground up and how that has made him a stronger and more effective leader. He also discusses the various services Allied Solutions provides to credit unions, from generating non-interest fee income to asset recovery management. He highlights the company's focus on trust in its partnerships, openly sharing financial details to build long-term relationships.

As we wrap up, Pete touches upon his deep admiration for his mom and shares insights into leadership, work-life balance, and the importance of gratitude and positivity. Enjoy my conversation with Pete Hilger!

Find the full show notes on cuinsight.com.

Connect with Pete:
Pete Hilger, C.E.O. and president of Allied Solutions
alliedsolutions.net
Pete: LinkedIn
Allied Solutions: LinkedIn | Facebook

Book mentioned: Tools of Titans by Timothy Ferriss

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is James Karanasios, National Account Manager at TriAD CTV®. James shares his unique journey into the credit union industry, starting out with a passion for music and eventually finding his way into the world of data, identity resolution, and connected TV advertising. Hear how Triad CTV®'s mission is to be "audience first" - helping credit unions leverage the power of connected TV and streaming advertising to reach and engage their target communities.

In our conversation, we discuss the educational aspect of Triad's work—helping credit union marketers understand how streaming TV is changing and how to maximize its impact. James highlights the importance of keeping the creative personal and authentic to truly connect with the intended audience.

James also looks ahead and shares Triad CTV®'s focus on continuing to provide credit unions with a roadmap for implementing successful CTV programs, as well as creating more opportunities for credit unions to share best practices with one another. The goal is to empower credit unions of all sizes to take advantage of this powerful medium and effectively tell their community-focused stories.

As we wrap up, James talks about his love of buying guitars and pedals, his desire to travel to Rome, and lists some albums everyone should listen to. Enjoy my conversation with James Karanasios!

Find the full show notes on cuinsight.com.

Connect with James:
James Karanasios, National Account Manager at TriAD CTV®
triadctv.com
James: LinkedIn
TriAD CTV®: LinkedIn

Want to hear more from James and TriAD? Click here.

Article mentioned: “Trust, TV, and Gen Z: The new rules of credit union marketing”

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Linda Lafortune, Director of Learning and Client Support here at CUInsight! She joins me in this episode to share her winding story, not having set out to land in credit unions at all. In fact, her early passions were teaching and horses, and she spent her teen years working at a horse farm, teaching lessons, and absorbing the strong sense of community of that world. After trying her hand at journalism and realizing that it wasn’t the right fit, it was a conversation at the farm that steered her toward her very first credit union job—from there she built a 25-year career across multiple CUs before joining our team at CUInsight five years ago.

In our conversation, Linda shares how those varied experiences—from the teller line to leadership development—have shaped the way she approaches her role today. She talks about CUInsight as a “centralized hub” for credit union professionals and why she’s passionate about making learning accessible and meaningful across the industry.

As we wrap up, we also get into the mentors who helped Linda grow, why she’d rather splurge on experiences than things, what book she believes everyone should read, and the important role that her kids play in keeping her grounded when it comes to maintaining a work-life balance. I hope that you enjoy my conversation with Linda Lafortune!

Find the full show notes on cuinsight.com.

Connect with Linda:
Linda Lafortune, Director of Learning and Client Support at CUInsight
cuinsight.com
Linda: LinkedIn
CUInsight: LinkedIn | Instagram | Facebook | YouTube | X

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Ben Brooks, President at Zogo, Inc., a financial education app. He joins me to discuss his background and how he ended up working in the credit union industry, despite not originally envisioning that career path.

In our conversation, Ben explains Zogo's mission is to "empower everyone to take control of their financial future, one lesson at a time,” which Zogo achieves via a mobile app that gamifies complex financial concepts, making them engaging and digestible for users of all ages and experience levels. The app covers topics from basic budgeting to advanced investing, and a key focus for Zogo is partnering with credit unions to help them better connect with younger members around financial education.

Ben looks ahead and shares how Zogo is focused on continually enhancing the app experience, possibly even adding features like paper trading. He also highlights Zogo's "user-obsessed, partner-focused" approach, aiming to be a trusted resource for credit unions to rebuild relevance and trust with members. 

As we wrap up, Ben shouts-out the moms in his life, shares his love for Upstate New York, and tells us why he loves James Clear's book Atomic Habits. Enjoy my conversation with Ben Brooks!

Find the full show notes on cuinsight.com.

Connect with Ben:
Ben Brooks, President at Zogo
zogo.com
Ben: LinkedIn
Zogo: LinkedIn | Facebook | Instagram | X

Book mentioned: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear

My guest on today’s show is Josh DeTar, Executive Vice President of Evangelism at Tyfone, Inc., a digital banking provider for credit unions. Josh shares his personal journey of how a credit union saved him as a young adult, sparking his passion for the industry.

In our conversation, Josh highlights the importance of credit unions balancing digital self-service with meaningful human connections. His passion for the credit union industry is shaped by his own experience and the inspiring leadership of Tyfone's CEO, Siva G. Narendra. Josh advocates for credit unions to embrace their unique strengths - community ties, member-centric culture, and the "warm and fuzzy" aspects that larger banks can't usually replicate.

As wrap up, Josh talks about the great leaders in his life, recommends the book Hiring for Attitude, and shares that one big goal of his is to take his kids to Disneyland! Enjoy my conversation with Josh DeTar! 

Find the full show notes on cuinsight.com.

Connect with Josh:
Josh DeTar, Executive Vice President of Evangelism at Tyfone
tyfone.com
Josh: Linkedin
Tyfone: Linkedin | Facebook | Instagram | YouTube | Spotify (Digital Banking Podcast) | X

Previous guests mentioned in this episode: Siva G. Narendra (episode 100)

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Nick Brown, Senior Trainer & President/CEO at SalesCU, which has the honorable distinction of being named the Top Sales Training Company for two years in a row! Nick joins me to share his journey into the credit union industry and how he found his passion for sales and coaching, explaining how SalesCU helps credit unions move from a reactive, order-taking service approach to a proactive sales culture that adds real value for members.

In our conversation, Nick covers the four essential elements SalesCU focuses on to build an effective sales culture and highlights the importance of leaders becoming effective coaches who observe, plan, develop, and hold their teams accountable in a positive way. He also shares his vision for the future, focusing on making SalesCU's programs accessible to credit unions of all sizes to help them deliver the value their members deserve.

Nick reflects on his own life-saving experience at a Children's Miracle Network hospital as a child, sharing how SalesCU is donating a portion of its earnings to support Credit Unions for Kids.

As we wrap up the episode, Nick reveals what about his childhood soccer coach inspired him, what cities he would most like to visit, and what book he believes everyone should read. Enjoy my conversation with Nick Brown!

Find the full show notes on cuinsight.com.

Connect with Nick:
Nick Brown, Senior Trainer & President/C.E.O. at SalesCU
salescu.com
Nick: LinkedIn
SalesCU: LinkedIn

Book mentioned: The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Chris Felton, President and CEO of Corporate Central Credit Union. Chris joins me to discuss the challenges and opportunities facing the credit union industry. He reflects on his own journey into the credit union space, starting out with ambitions of a high-stakes finance career before discovering his passion for the credit union movement and its focus on serving members.

In our conversation, Chris highlights how credit unions can take advantage of emerging technologies to improve member satisfaction, and he discusses Corporate Central's own technology platform, Bistro, which was built to allow for seamless integration with fintech partners. We explore the importance of credit unions embracing a "technology-first" mindset and the need for credit unions to form strategic partnerships with fintechs to deliver the frictionless experiences that members have come to expect.

As we wrap up the episode, Chris talks about his love of the 1965 Ford Mustang and how he could definitely live in Colorado Springs. He also recommends the book “Kill the Company” by Lisa Bodell. Enjoy my conversation with Chris Felton!

Find the full show notes on cuinsight.com.

Connect with Chris:
Chris Felton, President and C.E.O. of Corporate Central Credit Union
corpcu.com
Chris: LinkedIn
Corporate Central Credit Union: LinkedIn | Facebook | YouTube | X

Book mentioned: Kill the Company by Lisa Bodell
Short story mentioned: “Attitude Is Everything” by Francie Baltazar-Schwartz

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Robin Kolvek, CEO of VisiFI. She joins me to share her compelling story of career pivots, personal values, and staying human in a rapidly evolving tech landscape. Robin reflects on how she went from chasing dreams of being a teacher, coach, or even a detective to leading a major fintech company focused on credit unions—and how none of it was part of the plan.

In our conversation, we discuss the often overlooked but incredibly important role that credit unions play in community development and why they deserve more attention in conversations around innovation. Robin offers an insider look at how VisiFI supports small and midsize credit unions by delivering the kinds of digital tools and enhancements that help them not just keep up but also genuinely compete with bigger players. She stresses that their clients’ voices aren’t just “heard” but are integral.

Robin opens up about what it means to be a leader in the credit union space, especially when your organization is backed by a global tech powerhouse like Italy-based Dedagroup. We explore how that relationship gives VisiFI crucial access to next-level tools such as AI, cybersecurity, and analytics—while keeping them local enough to stay responsive to credit unions’ specific needs.

As we wrap up the episode, Robin also reflects on the impact her mother had on her as a child, her love of travel, and how she manages to maintain a work-life balance. She also offers a couple of great book recommendations. Enjoy my conversation with Robin Kolvek!

Find the full show notes on cuinsight.com.

Connect with Robin:
Robin Kolvek, CEO of VisiFI
visifi.com
Robin: LinkedIn
VisiFI: LinkedIn | Facebook | YouTube

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Jaime Marks, Director of Recruiting Services at Humanidei. Jamie and I dig into what actually matters when building strong leadership teams, and she shares the pivotal experiences that shaped her, from her first job at Ent Credit Union to taking on bold career shifts across states and institutions.

In our conversation, we get personal about the mentors who saw Jaime's potential, the environments that helped her grow, and the toxic cultures which she learned to spot from a mile away. Her insights are grounded within years of experience and a true passion for helping organizations lead with integrity and intention. We also touch upon what “values alignment” really looks like when hiring senior leaders, with Jamie explaining that she doesn’t just fill roles; she reads between the lines, listening for what a board or leadership team really needs, even if they don’t say it out loud.

As we wrap up the episode, Jaime talks about the mentors who have impacted her life, her love of Sur La Table and Santa Barbara, California, and has a book recommendation for everyone. Enjoy my conversation with Jaime Marks!

Find the full show notes on cuinsight.com.

Connect with Jaime:
Jaime Marks, Director of Recruiting Services at Humanidei
humanidei.com
Humanidei: LinkedIn | Facebook | Instagram | X

Want to hear more from Jaime? Click here.

Book mentioned: Finding Ultra: Rejecting Middle Age, Becoming One of the World’s Fittest Men, and Discovering Myself by Rich Roll

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is our own John Pettit, Managing Editor at CUInsight. We talk about his journey from aspiring baseball player to storyteller in the credit union space, with his career path being anything but linear from working in a restaurant right after college to managing retail stores and even building houses. He eventually found his passion for sharing stories through CUInsight, where he’s been for over twelve years.

In our conversation, John opens up about what makes credit unions stand out: their genuine commitment to people over profit. He shares why he’s proud to be part of an organization that highlights stories of credit unions making a real impact, and we also talk about the role of storytelling in marketing credit unions and why sharing these success stories is more important now than ever.

As we wrap up the episode, John talks about his love for physical media such as vinyl records and blu-rays, how he uses automated lights to help with work-life balance, and a book you’d definitely find inspiration from. Enjoy my conversation with John Pettit!

Find the full show notes on cuinsight.com.

Connect with John:
John Pettit, Managing Editor at CUInsight
cuinsight.com
John: LinkedIn
CUInsight: LinkedIn | Instagram | Facebook | YouTube | X

Want to hear more from John? Click here.

Book mentioned: Ultramarathon Man: Confessions of an All-Night Runner by Dean Karnazes

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. 

My guest on today’s show is Shawn Melamed, CEO and co-founder of Spiral. Shawn tells us about his journey from a game-obsessed kid to a serial entrepreneur, managing director at Morgan Stanley, and now CEO of Spiral.

In our conversation, we talk about how Spiral is helping credit unions compete in a crowded market and build meaningful relationships with their members. It isn't only about financial wellness—it’s about creating a system that rewards people for being intentional with their money and gives them tools to do good without making it overly complicated.

As we wrap up the episode, Shawn talks about a former boss who led with empathy and confidence, his family’s love of traveling, the books he thinks everyone should read, and the importance of being disciplined when it comes to work-life balance. Enjoy my conversation with Shawn Melamed! 

Find the full show notes on cuinsight.com.

Connect with Shawn:
Shawn Melamed, CEO and co-founder of Spiral
spiral.us
Shawn: LinkedIn
Spiral: LinkedIn | Instagram | Facebook | TikTok | X

Book mentioned: The Mamba Mentality: How I Play by Kobe Bryant
Book mentioned: The Alchemist by Paulo Coelho

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Sarah Lambert, Vice President of Marketing at InvestiFi. Sarah shares how her unconventional journey through marketing agencies, HR tech, and major players such as Oracle led her to a role that blends creativity, communication, and a drive to build.

In our conversation, Sarah shares how InvestiFi is helping credit unions compete with big-investing apps without losing the personal trust that makes local institutions stand out. From offering members access to guided investing and fractional shares directly through their existing banking platform, to providing credible financial education within the app itself, InvestiFi is truly reshaping what digital investing can look like for everyday people.

As we wrap up the episode, Sarah talks about her amazing boss, her love for traveling in the US and abroad, and the two books she thinks everyone should read. Enjoy my conversation with Sarah Lambert!

Find the full show notes on cuinsight.com.

Connect with Sarah:
Sarah Lambert, Vice President of Marketing at InvestiFi
investifi.co
Sarah: LinkedIn
InvestiFi: LinkedIn

Show notes from this episode:
Book mentioned: The Let Them Theory by Mel Robbins
Book mentioned: Words That Work by Dr. Frank Luntz

In our conversation, we talk about the vital role which CUInsight plays in the credit union world and how we act as a trusted partner for industry professionals looking to stay informed, connected, and ahead of the curve. Whitney also shares insights into what makes the credit union industry unique, what excites her most about CUInsight’s growing impact, and why she believes that collaboration rather than competition is the key to moving the industry forward.

As we wrap up the episode, Whitney talks about a precious leadership lesson she learned from her Yiayia, a first-generation Greek immigrant who led with quiet strength, resilience, and a whole lot of heart. She also talks about her love of traveling, books, and gardening supplies. Enjoy my conversation with Whitney Bedard!

Find the full show notes on cuinsight.com.

Connect with Whitney:
Whitney Bedard, Vice President of Marketing and Digital at CUInsight
cuinsight.com
Whitney: LinkedIn | Email: wbedard@cuinsight.com
CUInsight: LinkedIn | Instagram | Facebook | YouTube | X

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Laura Loy, Chief Experience Officer at On the Mark Strategies. Laura helps credit unions sharpen their strategies and marketing in order to build stronger, more resilient organizations. She takes us inside On the Mark’s approach to creating consistency in the member journey.

In our conversation, Laura explains how On the Mark Strategies helps credit unions create consistency in every member interaction and breaks down what she calls the “four success markers”. We also talk about staying ahead of industry shifts, what’s changing for credit unions right now, and how CUs can adapt in advance rather than play catch-up later on.

As we wrap up the episode, Laura talks about her great boss, her love of the book “The Let Them Theory” by Mel Robbins, and talks about the importance of manifesting work/life balance. Enjoy my conversation with Laura Loy!

Find the full show notes on cuinsight.com.

Connect with Laura:
Laura Loy, Chief Experience Officer at On the Mark Strategies
markarnold.com
Laura: LinkedIn
On the Mark Strategies:: LinkedIn | YouTube

Want to learn more about On the Mark Strategies? Click here.

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Scott Patterson, President and CEO of CU Student Choice. He joins me to discuss a wide range of topics from his eighth-grade adventures in China to pioneering the early virtual presence of credit unions via Callahan & Associates, as well as the innovation that he has cultivated via his current position at Student Choice.

During our conversation, Scott discusses the origins of CU Student Choice, we explore the increasing importance of gap financing, and we talk about potential policy changes under the current administration and how CU Student Choice is positioning itself to support CUs through whatever comes next. Scott also gives us a behind-the-scenes look at OPAL, their newly launched $8 million loan origination platform that’s changing the game for student lending.

As we wrap up the episode, Scott gives us an inside look at his love for pinball machines, San Antonio, and a certain sci-fi novel from the '90s. Enjoy my conversation with Scott Patterson!

Find the full show notes on cuinsight.com.

Connect with Scott:
Scott Patterson, President & CEO of CU Student Choice
studentchoice.org
Scott: LinkedIn
CU Student Choice:: LinkedIn | Facebook | Instagram | X

Want to learn more about CU Student Choice? Click here.

My guest on today’s show is Stuart Bain, Senior Vice President of Alacriti, who joins me for this episode of the show to talk about how his unexpected career path took him from geology to banking, and ultimately to fintech leadership.

During our conversation, we discuss how outdated loan payment systems can frustrate members and leave burdens on staff. Stuart shares how Alacriti’s solutions—such as real-time integration and self-service options—are truly changing the way credit unions handle payments. We also touch upon the role of instant payments and request-for-pay technology, exploring how they could replace outdated processes.

As we wrap up the episode, Stuart talks about a great leader in his life, and his love for classic cars and Hattie B's Hot Chicken. He also discusses the importance of having separate work and personal cell phones. Enjoy my conversation with Stuart Bain!

Find the full show notes on cuinsight.com.

Connect with Stuart:
Stuart Bain, Senior VP at Alacriti
alacriti.com
Stuart: LinkedIn
Alacriti:: LinkedIn | Facebook | Instagram | X | Threads

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Kraig Klinkhammer, Executive Vice President of Gallagher Executive Benefits Team at Gallagher, who joins me to discuss credit union executive benefits. Kraig reflects on his childhood dream of one day becoming a pilot and how his love for numbers and strategy led him to pivot toward a fulfilling career helping credit unions attract and retain talent via customized benefit plans.

During our conversation, we explore the challenges that credit unions face in today’s competitive world. Kraig offers insights into how his team supports credit unions by designing and servicing long-term benefit plans, highlighting the importance of trust, partnership, and ongoing service. Kraig also provides a behind-the-scenes look at Gallagher, a nearly 200-year-old company with the personal touch of a smaller organization, emphasizing the important role of experience, people, and commitment when selecting a benefits partner.

As we wrap up the episode, Kraig discusses the professor who challenged him to humanize finance and his love for the creature comforts of home. He also shares his appreciation for the history of the east coast. Enjoy my conversation with Kraig Klinkhammer!

Find the full show notes on cuinsight.com.

Connect with Kraig:
Kraig Klinkhammer, Executive VP of Gallagher Executive Benefits Team
ajg.com
Kraig: LinkedIn
Gallagher: LinkedIn | Facebook | Instagram | X | YouTube

My guest on today’s show is Dr. Siva Narendra, CEO at Tyfone, who joins me to help explore the fascinating intersection of technology, security, and digital banking. Siva shares how he dreamed of being an artist, but his passion for problem-solving led him down a path involving engineering, energy-efficient systems, mobile payments, and ultimately to Tyfone.

During our conversation, we discuss how Tyfone has become a leader in creating secure, frictionless experiences for credit unions and their members. Siva also shares how the company takes on challenges such as account takeover fraud, instant payments, and using A.I. for smarter, more intuitive member experiences.
You’ll hear about Tyfone’s groundbreaking use of deterministic security, which greatly decreases the risk of fraud while maintaining user-friendliness, as well as Tyfone's leadership in instant payments via tools such as FedNow.

As we wrap up the episode, Siva talks about the tech leader who resonates most with him and how he’s excited to play around with NVIDIA’s agentic A.I. devices. He also talks about his favorite city (other than Portland) and shares his best life hack for work-life balance. Enjoy my conversation with Dr. Siva Narendra!

Find the full show notes on cuinsight.com.

Connect with Siva:
Dr. Siva Narendra, CEO at Tyfone
tyfone.com
Siva: LinkedIn
Tyfone: LinkedIn | Facebook | Instagram | X | YouTube | Podcast

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Oscar Porras, Senior Consultant of Diversity, Equity, and Inclusion at Humanidei. Oscar talks about how he dreamed of becoming an architect but ultimately found his true calling in the credit union industry. With over two decades of experience, Oscar worked across a variety of roles, from teller to branch manager, before finally choosing to commit to creating meaningful change.

During our conversation, Oscar and I explore how Humanidei works to support credit unions in becoming more inclusive and reflective of their communities by developing strong leadership teams and fostering diverse cultures. Oscar offers his insights into building an inclusive leadership pipeline, highlighting why equity and mentoring programs are so important. He also dives into shifting from an assimilation mindset to an integration approach.

As we wrap up the episode, Oscar talks about his love for his father’s old pickup truck and the Oregon Ducks. He also talks about the importance of work-life balance and disconnecting from the online world. Enjoy my conversation with Oscar Porras!

Find the full show notes on cuinsight.com.

Connect with Oscar:
Oscar Porras, Senior Consultant of Diversity, Equity, and Inclusion at Humanidei
humanidei.com
Oscar: LinkedIn
Humanidei: LinkedIn | Facebook | Instagram | X

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Aaron Melnarik, Senior Vice President and Director of Client Relationships at Elan Credit Card. We explore his 23-year career, including how he’s helped credit unions deliver value through innovative credit card programs. Listen as we talk about credit union partnerships and how Elan Credit Card helps maximize credit union growth. 

During our conversation, Aaron discusses what it takes to build and maintain successful partnerships in today’s competitive financial landscape. He explains how Elan Credit Card supports credit unions at every stage of the partnership, from launching programs, providing ongoing training, and using technology like APIs to revamp mobile apps.

As we wrap up the episode, Aaron talks about his dad being the most influential leader in his life, golfing with his family, and his love of the Carolinas. Enjoy my conversation with Aaron Melnarik!

Find the full show notes on cuinsight.com.

Connect with Aaron:
Aaron Melnarik, SVP and Director of Client Relationships at Elan Credit Card
www.cupartnership.com
Aaron: LinkedIn
Elan Credit Card: LinkedIn

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Bernie Winne, Regional VP of Modern Capital Executive Solutions. Bernie shares candidly about his entry into credit unions, and the decades-long career that followed, spanning various roles including CEO of the Boston Firefighters Credit Union. Modern Capital works with credit unions to provide cost-effective benefits plans designed to attract and retain talented leaders.

During our conversation, Bernie discusses the core functions of Modern Capital, and how their investments can provide credit unions with better returns when used for executive compensation, charitable donations, and employee benefits. Bernie talks about the strategic importance of Supplemental Executive Retirement Plans (SERPs) as a critical tool for attracting and retaining top executive talent. He explains how Modern Capital tailors its approach to meet credit unions where they are, whether they're already adept in their investment strategies or just beginning to explore them.

As we wrap up the episode, Bernie talks about a great leader he learned from, the one experience he loved spending money on each year, and his favorite city to visit. Enjoy my conversation with Bernie Winne!

Find the full show notes on cuinsight.com.

Connect with Bernie:
Bernie Winne, Regional VP of Modern Capital Executive Solutions
moderncap.com
Bernie: LinkedIn
Modern Capital Executive Solutions: LinkedIn | Facebook

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Wes Zauner, VP of Product at MeridianLink. Wes shares his career journey that led him to his current role. Together, we discuss the evolving landscape of credit unions and the pressing need for digital progression. With solutions to grow deposits, enhance lending, streamline collections, and deliver data-driven personalized experiences, the MeridianLink team is helping credit unions operationalize digital transformation.

During our conversation, Wes and I discuss how credit unions can modernize their systems and embrace solutions that truly enhance the member experience. He believes digital transformation should be viewed as an ongoing journey and shares why MeridianLink views it as digital progression. Wes explains the concept of a digital blueprint, focusing on five key areas: process automation, member experience, share of wallet growth, data centricity, and instant decisioning. MeridianLink supports credit unions in identifying their goals and creating a digital blueprint for ongoing digital progression and growth.

As we wrap up the episode, Wes shares a leader who made a great impact in his life, a city he enjoys traveling to that is full of history, and how routines allow him to balance work life and his personal life. Enjoy my conversation with Wes Zauner

Find the full show notes on cuinsight.com.

Connect with Wes:
Wes Zauner, VP of Product at MeridianLink
meridianlink.com
Wes: LinkedIn
MeridianLink: LinkedIn | Instagram | Facebook | X

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Chuck Long, General Manager at Zogo. Chuck shares his career journey that led him to his current role. Zogo is transforming financial education with its innovative product suite, designed to empower communities and strengthen credit unions. Listen as Chuck and I explore the intersection of technology, education, and financial wellness in the credit union industry. 

During our conversation, Chuck explains how Zogo's gamified content and personalized learning pathways help members understand important financial concepts, making education accessible and engaging. He emphasizes the importance of digital innovation when it comes to retaining members and shares how credit unions are uniquely positioned to offer personalized service and community support. As we look to the future, Zogo continues to enhance its products to meet the needs of credit unions and their members, improving financial health and creating a lasting impact.

As we wrap up the episode, Chuck shouts out the amazing leaders at Zogo, where he enjoys traveling for work, and shares a book recommendation. Enjoy my conversation with Chuck Long!

Find the full show notes on cuinsight.com.

Connect with Chuck:
Chuck Long, General Manager at Zogo
chuck.long@zogofinance.com
zogo.com
Chuck: LinkedIn
Zogo: LinkedIn | Instagram | Facebook

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Mark Bugalski, Executive VP and Chief Growth Officer at Allied Solutions. Mark brings over three decades of experience to the industry and shares his career journey that led him to his current role. Allied Solutions is focused on using technology-based solutions to help clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition.

During our conversation, Mark shares how Allied Solutions’ business model is designed to help credit unions grow and serve members, regardless of economic conditions. He explains how credit unions can navigate today's challenging economic landscape by focusing on mitigating risks and optimizing non-interest income. As we look to the future, Allied Solutions is focused on innovating to continue supporting credit unions and providing them with tools for growth and longevity. 

As we wrap up the episode, Mark shares the many reasons he admires Pete Hilger’s leadership, his love for a 1972 Oldsmobile Cutlass, and his book recommendation. Enjoy my conversation with Mark Bugalski!

Find the full show notes on cuinsight.com.

Connect with Mark:
Mark Bugalski, Executive VP and Chief Growth Officer at Allied Solutions
alliedsolutions.net
Mark: LinkedIn
Allied Solutions: LinkedIn | Instagram | Facebook | X

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Jason Stverak, Chief Advocacy Officer at the Defense Credit Union Council (DCUC). Jason shares his career journey in politics that led him to his current role. DCUC is the premier resource for credit unions on all military and veteran matters. The team at DCUC provides trusted resources for active duty and veteran members while working on strategic and operational issues, and addressing regulatory and legislative matters. 

During our conversation, Jason shares his vision for reimagining the advocacy footprint. He discusses the upcoming launch of Defending Credit Unions PAC and National Advocacy Fund, aiming to optimize grassroots efforts on key advocacy initiatives while maintaining a strong influence. The team at DCUC advocates for members throughout their financial lifecycle, ensuring their needs are met. Listen as we discuss the vital role of DCUC as they provide an expert voice on issues affecting credit unions and their members, bringing the military perspective to national and state issues.

As we wrap up the episode, Jason shares some book recommendations, the city he enjoys traveling to, to experience different cuisines, and lifehacks for work-life balance.

Find the full show notes on cuinsight.com.

Connect with Jason:
Jason Stverak, Chief Advocacy Officer at Defense Credit Union Council
dcuc.org
Jason: LinkedIn
DCUC: LinkedIn | Facebook | YouTube

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Pixie Gray, VP of Organizational Development at CUES. Pixie shares her career journey that led her to her current role. CUES provides leadership and professional development services to C-suite executives, board members, HR leaders, and emerging leaders in the credit union industry. The team at CUES is dedicated to the growth, development, and success of our movement.

During our conversation, Pixie explains how CUES stands out in the crowded market of leadership development by offering training that is tailored to the unique needs of credit unions. She highlights the importance of staying relevant in an ever-changing environment, discussing the need for fresh perspectives to ensure the continued success of credit unions. As we look to the future, CUES is focused on elevating its offerings to continue meeting and exceeding the needs of the industry.

As we wrap up the episode, Pixie talks about a credit union leader who left a lasting impact on her and the industry as a whole. She enjoys new and exciting dining experiences and shares tips to find balance in life. 

Find the full show notes on cuinsight.com.

Connect with Pixie:
Pixie Gray, VP of Organizational Development at CUES
pixie@cues.org
cues.org
Pixie: LinkedIn
CUES: LinkedIn | Instagram | Facebook | X

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Barb Lowman, President at CUNA Strategic Services (CSS). Barb is a return guest to the podcast and shares a brief overview of her previous episode. CSS connects credit unions and leagues to the industry's top solution providers. The team at CSS understands the issues credit unions face, finds solutions to solve those problems, and distributes those solutions to credit unions of all sizes.

During our conversation, Barb and I chat about the value CSS provides in connecting, collaborating, and providing solutions for the credit union system. She talks about CSS’ new webinar series, Safeguarding Your Credit Union’s Future, and shares how it was designed based on the needs and feedback of executives in the industry. Barb shares the passion and commitment of the CSS team to help credit unions thrive and better serve their members. As we look to the future, Barb shares their plan to rebrand and reimagine their strategy to continue serving the credit union industry.

As we wrap up the episode, Barb talks about an upcoming trip she is excited about, a book she recommends, and the importance of being intentional and spreading kindness.

Find the full show notes on cuinsight.com.

Connect with Barb:
Barb Lowman, President at CUNA Strategic Services
blowman@cuna.coop
cunastrategicservices.com
Barb: LinkedIn
CSS: LinkedIn

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guests on today’s show are Libby Calderone, President & COO at Envisant and Tom Kane, President & CEO at Illinois Credit Union League. Libby and Tom share their career journeys that led them to their current roles. Envisant, a subsidiary of the Illinois Credit Union League, provides exceptional pricing and functionality in the card space by aggregating credit unions of diverse sizes. Envisant helps credit unions find solutions and achieve their vision through experience and expertise.

During our conversation, we discuss all that Envisant has achieved to earn CUSO Of The Year, awarded by NACUSO and what that means to Libby and Tom as we look to the future. Libby talks about Envisant’s partnership with Curql Collective, providing opportunity for credit unions with assets above $100 million to jointly invest in transformative technology to remain competitive and relevant. Tom announces an upcoming transition in leadership at the Illinois Credit Union League and Libby shares excitement in what’s to come. Listen as Libby and Tom talk about their dedication to the movement in helping credit unions grow, thrive, and prepare for the future.

As we wrap up the episode, Libby and Tom share great leaders in their life, what they are splurging on these days when it comes to travel and home renovations, along with how to balance work and home life. Enjoy my conversation with Libby and Tom!

Find the full show notes on cuinsight.com.

Connect with Libby:
Libby Calderone, President & COO at Envisant
www.envisant.com
Libby: LinkedIn
Envisant: LinkedIn | Facebook | X 

Connect with Tom:
Tom Kane, President & CEO of Illinois Credit Union League
www.icul.com
Tom: LinkedIn
Illinois Credit Union League: LinkedIn | Facebook | Instagram | X

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Jim Holt, Chief Development Officer at Student Choice. Jim shares his career journey that led him to his current role. Student Choice works with credit unions to deliver innovative financing solutions that help members responsibly overcome the challenges of higher education affordability.

During our conversation, Jim shares how private student lending can benefit credit unions and their members. He explains the importance of engaging and retaining younger members and how credit unions can do so by offering student loans. Jim shares the opportunities for cross-selling and strengthening member relationships throughout the lifecycle of a private student loan. He discusses the value in offering nontraditional student loans for vocational schools and even pilot training. Listen as Jim talks about the many opportunities for credit unions to provide future-focused funding.

As we wrap up the episode, Jim talks about a mentor who helped him early in his career, a bar built by him and his wife, and a tip to attending concerts, but purchasing tickets the day of so they’re less expensive. Enjoy my conversation with Jim Holt!

Find the full show notes on cuinsight.com.

Connect with Jim:
Jim Holt, Chief Development Officer at Student Choice
creditunions.studentchoice.org
Jim: LinkedIn
Student Choice: LinkedIn | Instagram | Facebook | X

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Lorrie Wohlfeil, COO and Consultant at Lending Solutions Consulting, Inc. Lorrie shares her career journey that is deeply rooted in the credit union industry and influenced by her father, Rex Johnson. Lending Solutions Consulting, Inc. provides comprehensive training and on-site consulting to address and overcome the challenges credit unions face.

During our conversation, Lorrie shares the foundational principles that drive Lending Solutions Consulting, Inc. to serve their members with empathy and expertise. She explains how education and understanding can transform financial outcomes for members. Lorrie shares their unique approach of blending classroom education with hands-on experience, where consultants step into the shoes of credit union staff to ensure the practical application of knowledge. Listen as Lorrie talks about empowering credit union teams to educate, serve, and support members through each stage of their lives.

As we wrap up the episode, Lorrie talks about her admiration for her father, traveling with her family, and work-life balance tips. Enjoy my conversation with Lorrie Wohlfeil!

Find the full show notes on cuinsight.com.

Connect with Lorrie:
Lorrie Wohlfeil, COO and Consultant at Lending Solutions Consulting, Inc.
rexcuadvice.com
Lorrie: LinkedIn
Lending Solutions Consulting, Inc: LinkedIn | Instagram | Facebook | X

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Bill Partin, Founder & CEO (Chief Encouragement Officer) at The Leadership Bet. Bill shares his career journey in financial services that led him to his current role. His passion for credit unions and leadership led him to building The Leadership Bet. The Leadership Bet helps credit union teams become their best by developing leaders, driving results, and creating an energizing people-first culture.

During our conversation, Bill shares the importance of leadership development and the positive impact it has on individuals, teams, and overall workplace culture. He talks about setting an intentional process where team members feel valued, and how these strategic goals ripple throughout the organization. Bill explains the significance in aligning your strategic plan and culture plan to deepen relationships and grow. Listen as Bill talks about developing leadership that is abundant and purpose-driven.

As we wrap up the episode, Bill talks about visiting his hometown, books he enjoys and highly recommends, and journaling to keep a healthy work-life balance. Enjoy my conversation with Bill Partin!

Find the full show notes on cuinsight.com.

Connect with Bill:
Bill Partin, Founder & CEO (Chief Encouragement Officer) at The Leadership Bet
theleadershipbet@gmail.com
theleadershipbet.com       
Bill: LinkedIn
The Leadership Bet: LinkedIn

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Barbara Mojica, Executive Director at NLCUP (National Association of Latino Credit Unions & Professionals). Barbara shares the journey that led her to her current role at NLCUP and how crashing the GAC ignited her credit union spark. NLCUP is dedicated to increasing professional development opportunities and providing services and financial education to the Hispanic/Latino community.

During our conversation, Barbara explains ways credit unions can support the Hispanic/Latino community and empower Latinx professionals in the industry. She talks about strategically placing leaders for better representation of diverse communities. Barbara shares the challenges women of color face and how the credit union industry can better support them. Listen as Barbara talks about helping credit unions connect, serve, and empower the Latinx community.

As we wrap up the episode, Barbara talks about admiring her mom, treating herself to spa days, and visiting Puerto Rico. Enjoy my conversation with Barbara Mojica!

Find the full show notes on cuinsight.com.

Connect with Barbara:
Barbara Mojica, Executive Director at NLCUP
bmojica@nlcup.org
nlcup.org       
Barbara: LinkedIn
NLCUP: LinkedIn | Facebook | Instagram 

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Kurt Klassen, Executive Vice President at LEVEL5. Kurt shares his career journey that led him to his current role. The team at LEVEL 5 allows credit unions to think ahead, plan well, build smart, and grow. Kurt encourages listeners to embrace a bold vision and believes that every credit union team can reach its potential. LEVEL5 helps credit unions minimize risk while amplifying growth through branch development and redesign.

During our conversation, Kurt discusses how credit unions can develop a branch strategy. He shares insights about understanding your markets and evaluating your unique service delivery. Listen as Kurt talks about customizing your branch design and building an effective strategy to increase performance and opportunities for your credit union.

As we wrap up the episode, Kurt shares memories about being inspired by servant leadership, loving time near water, and visiting his favorite city in CA. Enjoy my conversation with Kurt Klassen!

Find the full show notes on cuinsight.com.

Connect with Kurt:
Kurt Klassen, Executive Vice President at LEVEL5
kklassen@level5.com
level5.com       
Kurt: LinkedIn
LEVEL5: LinkedIn | Youtube

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Robbie Young, VP of Strategic Growth at CUInsight. Robbie is a Certified Credit Union Development Educator (CUDE), mental health advocate, and our unending source of fun facts about the world. She sees CUInsight as a central source to keep credit union professionals inspired, connected, and informed. 

During our conversation, Robbie discusses the importance of mental health advocacy and shares resources. She talks about the direct and indirect influence mental health has on professionals in the industry. Robbie explains the importance of taking care of ourselves first, so we can properly care for our members and teams. She shares her experience and the benefits gained from the Credit Union Development Education (DE Program) and looks forward to returning as a mentor this year. Listen as Robbie talks about what you can do to support the mental health of yourself and others.

As we wrap up the episode, Robbie shares some of her famous fun facts, talks about downloading productivity apps, and shares her latest book recommendation. Enjoy my conversation with Robbie Young!

Find the full show notes on cuinsight.com.

Connect with Robbie:
Robbie Young, VP of Strategic Growth at CUInsight
ryoung@cuinsight.com
cuinsight.com       
Robbie: LinkedIn
CUInsight: LinkedIn | Instagram | Facebook | Youtube | X

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Bo McDonald, President and CEO at Your Marketing Co. The team at Your Marketing Co. seeks to empower credit union teams through strategic marketing, planning, and branding. Bo emphasizes the team’s mission to help credit unions avoid unnecessary mergers and thrive by engaging, educating, and retaining the next generation of members.

During our conversation, Bo discusses how credit unions can be curious about risks to tackle the fear of change. He talks about evaluating data and developing an appetite for risk as an organization to stay on top of trends and technology. Your Marketing Co. works with credit unions large and small to make a unique difference. Listen as Bo talks about approaches to remain relevant, and attract and retain members now and in the future.

As we wrap up the episode, Bo talks about wanting to be a better pasta maker, giving a shout-out to risk-healthy credit unions, and sharing his latest book recommendation. Enjoy my conversation with Bo McDonald!

Find the full show notes on cuinsight.com.

Connect with Bo:
Bo McDonald, Founder, President, and CEO at Your Marketing Co.
bo@yourmarketingco.com
yourmarketing.co
Bo: LinkedIn | X
Your Marketing Co.: LinkedIn | Instagram | Facebook | X
Podcast: Accidental Leadership

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guests on today’s show are Katie Stone, CEO & Co-owner at PixelSpoke, and Dave Drouin President & Co-owner at PixelSpoke. As an empowering B Corp, PixelSpoke promotes a cooperative economy by elevating the digital presence of credit unions. The team prides themselves on being true partners and creating beautiful, easy-to-use, award-winning websites.

During our conversation, Katie and Dave discuss what makes a true collaboration. They talk about PixelSpoke’s core values as they pertain to decision-making and success. Katie and Dave share the value of cooperative principles, specifically, “cooperation among cooperatives” and how credit unions can amplify this competitive advantage within the market. Listen as Katie and Dave talk about elevating vendor relationships into a true partnership.

As we wrap up the episode, Katie and Dave talk about the amazing team at PixelSpoke, DIY projects, and book recommendations, and having fun while traveling. Enjoy my conversation with Katie and Dave!

Find the full show notes on cuinsight.com.

Connect with Katie:
Katie Stone CEO & Co-owner at PixelSpoke
katie@pixelspoke.com
pixelspoke.coop
Katie: LinkedIn
PixelSpoke: LinkedIn | Instagram | Facebook | X

Connect with Dave:
Dave Drouin President & Co-owner at Pixel Spoke
david@pixelspoke.com
pixelspoke.coop
Dave: LinkedIn

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Deedee Myers, CEO at DDJ Myers. Deedee shares her career journey to founding and running DDJ Myers. She focuses on bringing out the passion and potential in individuals to enhance the organization. DDJ Myers is committed to working with leaders and organizations to develop professional practices and philosophies that sustain gains over the long term in a complex and ever-evolving marketplace.

During our conversation, Deedee discusses the masterful execution of advancing leadership. She explains finding alignment in organizations and onboarding for leaders. Deedee talks about the topic of burnout, and how to successfully combat it. Listen as Deedee talks about strategies to improve the transition of leadership.

As we wrap up the episode, Deedee shares a story about her dad, her love of off-grid adventures, and her tech habit that came from a Mother’s Day gift. Enjoy my conversation with Deedee Myers!

Find the full show notes on cuinsight.com.

Connect with Deedee:
Deedee Myers, CEO at DDJ Myers
deedeemyers@ddjmyers.com
ddjmyers.com
Deedee: LinkedIn
DDJ Myers: LinkedIn | Twitter 

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Philip Paul, CEO & Founder at Cotribute. Philip shares what inspired him to address business concerns through technology. Cotribute is the preferred digital member acquisition solution for fast onboarding, increased conversions, and expanding wallet share.

During our conversation, Philip discusses effective practices to grow and improve operational efficiencies within credit unions, including deposit, membership, and marginal growth. He explains which approaches to focus on for mindful and intentional business growth. Listen as Philip talks about what credit unions can do to grow.

As we wrap up the episode, Philip talks about learning from an influential boss, building life habits in seasons, and recommending a book for today. Enjoy my conversation with Philip Paul!

Find the full show notes on cuinsight.com.

Connect with Philip:
Philip Paul, CEO & Founder at Cotribute
ppaul@cotributemail.com
cotribute.com
Philip: LinkedIn
Cotribute: LinkedIn | Facebook | Twitter 

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Randy Stolp, President at Synergent. Randy shares his career journey that led him to his current role. Randy views Synergent as a person-driven, people-focused cooperative. Together, the team helps credit unions succeed and improve the financial lives of their members.

During our conversation, Randy discusses lessons in why people are the source of innovation. He explains the meaning of being a “technology philosopher” and emphasizes the importance of people in technology. Listen as Randy talks about the people, processes, and products within the industry and how Synergent brings solutions to credit unions and their members.

As we wrap up the episode, Randy talks about singing in front of his favorite music artist, staying connected to loved ones, and embracing a positive outlook. Enjoy my conversation with Randy Stolp!

Find the full show notes on cuinsight.com.

Connect with Randy:
Randy Stolp, President at Synergent
rstolp@synergentcorp.com
synergentcorp.com
Randy: LinkedIn
Synergent: LinkedIn | YouTube | Facebook | Twitter 

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Emily Leach, VP of Community Accounts for the Mid-Atlantic Region at Visa. Emily shares her career journey that led her to her current role. Emily has worked at Visa as the team customized solutions and products to work more efficiently with credit unions. Visa is a trusted world leader in digital payment technology that connects and enables individuals, businesses, and economies to thrive.

During our conversation, Emily discusses new strategies for financial education and serving more people through local partnerships. She explains how these partnerships allow credit unions and fellow financial industry partners to enhance their member offerings. Listen as Emily talks about “excellence through execution” and findings from Visa Research: Future of Payment Technology.

As we wrap up the episode, Emily talks about investing in self-care, prepping for credit union industry events, and reading inspiring books. Enjoy my conversation with Emily Leach!

Find the full show notes on cuinsight.com.

Connect with Emily:
Emily Leach, VP of Community Accounts for the Mid-Atlantic Region at Visa
emleach@visa.com
usa.visa.com
Emily: LinkedIn
Visa: LinkedIn | Instagram | Facebook | Twitter 

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Andrea Brown, SVP of Growth at Lodestar. Andrea is a return guest to the podcast and shares what has changed since last year and what remains a common focus for leaders. Lodestar is a data warehouse and analytics partner for credit unions. They provide a full-service analytics platform of data connectors, visuals, workflows, and strategic guidance to help credit unions move forward in their analytics journey. 

During our conversation, Andrea discusses which data strategies credit unions should be focusing on to benefit business goals. She explains how leveraging data analytics and choosing the right data warehouse is crucial for a successful core conversion. Listen as Andrea talks about growth plans for the future and continuing to support credit unions with the complex technology systems needed to embrace efficiency and sustainability.

As we wrap up the episode, Andrea talks about spending time with her family, splurging on new experiences, and preferring the audiobook of this recent read. Enjoy my conversation with Andrea Brown!

Find the full show notes on cuinsight.com.

Connect with Andrea:
Andrea Brown, SVP of Growth at Lodestar
andrea.brown@lodestartech.ca
lodestartech.ca
Andrea: LinkedIn
Lodestar: LinkedIn

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Shawn Temple, Strategy Director at On The Mark Strategies. Shawn shares his career journey in credit unions that led him to his current role. On The Mark Strategies empowers credit unions to win, survive, and thrive. The team specializes in strategic planning, branding, training, and marketing services.

During our conversation, Shawn discusses the importance of strategic planning and how it brings clarity and alignment to the organization. He emphasizes the significance of core values and building team cultures to create a healthy work environment. Shawn shares the value of leadership development for today and tomorrow. Listen as Shawn explains how credit union teams can inspire connection from the boardroom to the break room.

As we wrap up the episode, Shawn talks about being inspired by two amazing leaders in his life, enjoying the aloha spirit, and making himself available for a trip to San Diego. Enjoy my conversation with Shawn Temple!

Find the full show notes on cuinsight.com.

Connect with Shawn:
Shawn Temple, Strategy Director at On The Mark Strategies
shawn@markarnold.com
markarnold.com
Shawn: LinkedIn
On The Mark Strategies: LinkedIn | YouTube | Instagram

Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Mark Weber, CEO at Strum and Strum Platform. Mark shares his career journey and how his passion for credit unions began as a child. Strum is a full-service marketing agency helping credit unions build growth strategies through naming, branding, and marketing. Strum Platform is a financial marketing analytics software that helps credit unions better understand their members through data.

During our conversation, Mark and I discuss the importance of data to engage and retain members. He explains the significance of omnichannel tracking in today's environment. Members and prospects have unique journeys as they seek service with multiple touchpoints throughout and he shares how important it is to capture this. Listen as Mark dives into the power of data and the exciting things to come.

As we wrap up the episode, Mark talks about making time for his passion for music, enjoying Honolulu, and going with his team to sing karaoke. Enjoy my conversation with Mark Weber!

Find the full show notes on cuinsight.com.

Connect with Mark:
Mark Weber, CEO at Strum
mark.weber@strumagency.com
strumagency.com     
Strumplatform.com
Mark: LinkedIn
Strum: LinkedIn | Twitter | Facebook | Instagram | YouTube
Strum Platform: LinkedIn

Thank you for tuning in to episode 74 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Stuart Bain, SVP of Product Management at Alacriti. Stuart shares his career journey that led him to his current role. Alacriti is a leading financial technology company dedicated to helping credit unions accelerate their digital payments transformation. The team is dedicated to providing solutions that empower clients to deliver the innovative digital payment experiences today’s members demand. 

During our conversation, Stuart and I chat about payment solutions evolving to provide seamless and efficient experiences. He discusses the benefits of these solutions and the importance of delivering a modern digital payment experience in today’s world. Listen as Stuart talks about embracing digital payment transformation and self-service options along with what is to come in the future.

As we wrap up the episode, Stuart talks about which car he would splurge on, which food chain he enjoys in Tennessee, and which tech hack he uses for balancing work and life. Enjoy my conversation with Stuart Bain!

Find the full show notes on cuinsight.com.

Connect with Stuart:
Stuart Bain, SVP of Product Management at Alacriti
stuart.bain@alacriti.com
alacriti.com     
Stuart: LinkedIn
Alacriti: LinkedIn | Twitter | Facebook | Instagram 

Thank you for tuning in to episode 73 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Joshua Barclay, Growth Marketing Manager at CRMNEXT. Joshua shares his career journey that led him to his current role. CRMNEXT is a cloud or on-premise CRM solution provider specifically built for credit unions. Their focus is to support credit unions with actionable data to simplify work, drive growth, and deliver on experience. 

During our conversation, Joshua and I chat about the importance of data and technology in this changing financial landscape. Joshua talks about the New World Banking Order and what this means for the future. Listen as Joshua talks about how credit unions can move towards data unification.

As we wrap up the episode, Joshua talks about the leadership legacy of one of his family members, his enjoyment of fine dining experiences, and the city he enjoys traveling to most. Enjoy my conversation with Joshua Barclay!

Find the full show notes on cuinsight.com.

Connect with Joshua:
Joshua Barclay, Growth Marketing Manager at CRMNEXT
joshua.barclay@crmnext.com
crmnext.us     
Joshua: LinkedIn
CRMNEXT: LinkedIn | Twitter | Facebook | Instagram | Youtube

Thank you for tuning in to episode 72 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Nelson Fisher, Director of Product Development at Co-op Solutions. Nelson shares his career journey that led him to his current role. Co-op Solutions partners with credit unions to deliver member-centric and digital-first services designed to improve operational efficiencies and the member experience. They continue to focus on serving credit unions to improve efficiencies, drive growth, and make data-informed decisions. 

During our conversation, Nelson and I chat about building more member-centric services. He shares perspectives about growth in the credit union industry and delves into research on the micro and macroeconomic environment. Listen as Nelson talks about insights on the psychology of spending behavior, digital maturity, and member engagement.

As we wrap up the episode, Nelson talks about his interest in music, his admiration for his wife, and his favorite things about the Bay Area. Enjoy my conversation with Nelson Fisher!

Find the full show notes on cuinsight.com.

Connect with Nelson:
Nelson Fisher, Director of Product Development at Co-op Solutions
nelson.fisher@coop.org
coop.org/
Nelson: LinkedIn
Co-op: LinkedIn | Twitter | YouTube

Thank you for tuning in to episode 71 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Tom Pierce, Chief Marketing Officer at PSCU. Tom shares his career journey that led him to his current role. PSCU is the nation’s premier payments CUSO offering end-to-end support and integrated fintech solutions to help credit unions deliver personalized, connected experiences. They continue to focus on serving credit unions beyond traditional payment processing and provide new and innovative solutions to drive our movement forward.

During our conversation, Tom and I chat about trends and preferred payment types across generations. He shares the latest research on how consumers prefer to engage in payments. These key findings include mobile wallet usage, emerging payment trends such as buy now pay later, cryptocurrency, and financial aesthetics. Listen as Tom talks about the financial tendencies across generations to better target member needs.

As we wrap up the episode, Tom talks about an inspirational leader he’s worked with throughout his career, spending time with his wife, traveling, and getting ready for two of his daughters’ weddings. Enjoy my conversation with Tom Pierce!

Find the full show notes on cuinsight.com.

Connect with Tom:
Tom Pierce, Chief Marketing Officer at PSCU
tompierce@pscu.com
pscu.com
Tom: LinkedIn
PSCU: LinkedIn | Twitter | Instagram | Facebook 

Thank you for tuning in to episode 70 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest today is Tony Hernandez, President & CEO of the Defense Credit Union Council (DCUC). DCUC is the premier resource for credit unions on all military and veteran matters. The team at DCUC provides trusted resources for active duty and veteran members while working on strategic and operational issues, and addressing regulatory and legislative matters. Tony believes in offering relevant financial services as a way to take care of military personnel and thank them for their efforts.

During our conversation, Tony and I chat about protecting veteran benefits and financial well-being within the credit union industry. He offers insight on how credit unions can “speak military” to better assist military personnel. Listen as Tony talks about protecting military members and veterans from predatory lending, keeping up with legislation and advocacy, and providing service to overseas military personnel.

As we wrap up the episode, Tony talks about traveling with his wife, the freedom and creativity of using dot journals for organization, and shares his book recommendations. Enjoy my conversation with Tony!

Find the full show notes on cuinsight.com.

Connect with Tony:
Tony Hernandez, President & CEO of the Defense Credit Union Council
ahernandez@dcuc.org
www.dcuc.org
Tony: LinkedIn
DCUC: LinkedIn | Facebook | Twitter 

Thank you for tuning in to episode 69 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Toby Mattson, Director of Community Partnerships at Elan Credit Card. Toby began his career in credit unions 30 years ago and shares how it led him to his role today. Elan Credit Card offers an outsourced credit card program to credit unions across the US. The team at Elan provides innovative solutions while removing costs, reducing risks, and improving the cardmember experience.

During our conversation, Toby and I chat about consumer trends and how credit cards play into financial well-being. He shares the many ways Elan continues to update credit card programs to match current consumer needs. Toby talks about Elan’s Charitable Giving program and the support they’re providing alongside their credit union partners in communities. Listen as Toby talks about the benefits of outsourcing credit card programs, protecting team culture and engagement, and making an impact in communities nationwide.

As we wrap up the episode, Toby talks about a leader who made a positive impact on his life and career, which book he recommends, and the cities he enjoys visiting the most. Enjoy my conversation with Toby Mattson!

Find the full show notes on cuinsight.com.

Connect with Toby:
Toby Mattson, Director of Community Partnerships at Elan Credit Card
toby.mattson@elanfs.com
www.cupartnership.com
Toby: LinkedIn
Elan: LinkedIn | Twitter 

Thank you for tuning in to episode 68 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Mark Alguard, President & Director of Client Strategy at Momentum. Mark shares his career journey that led him to his current role. The team at Momentum takes a people-centric approach to delivering buildings that help credit unions thrive. People-centric spaces build a solid foundation and foster connections for staff and members.

During our conversation, Mark and I chat about creating workspaces that will help drive organizations forward. Mark talks about having work-life balance without sacrificing the collaborative nature of teams. Listen as Mark shares insights about defining productivity, building hybrid work experiences, and protecting team culture and engagement.

As we wrap up the episode, Mark talks about his warm-hearted Grandpa Jack, his admiration for well-made furniture, and his go-to place to take people when visiting Chicago. Enjoy my conversation with Mark Alguard!

Find the full show notes on cuinsight.com.

Connect with Mark:
Mark Alguard, President & Director of Client Strategy at Momentum
malguard@momentumbuilds.com
momentumbuilds.com
Mark: LinkedIn
Momentum: LinkedIn | Facebook | Twitter

Thank you for tuning in to episode 67 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Steve Kass, Chief Services Officer at Trellance. Steve shares his career journey that led him to his current role. The team at Trellance is dedicated to credit union innovation. They deliver innovative technology solutions to help credit unions achieve more, including operational and digital transformation.

During our conversation, Steve and I chat about the evolving use of AI in financial services. Steve offers advice to credit unions who are beginning their AI journey and explains the tangible benefits of leveraging AI. As we look to the future, Trellance is focused on supporting credit unions and evolving their AI capabilities to increase efficiencies, manage risk, and improve the member experience. 

As we wrap up the episode, Steve talks about the value and memories made through experiences, taking lessons from a sports book, and building work-life integration. Enjoy my conversation with Steve Kass!

Find the full show notes on cuinsight.com.

Connect with Steve:
Steve Kass, Chief Services Officer at Trellance
skass@trellance.com
trellance.com
Steve: LinkedIn
Trellance: LinkedIn | Facebook | Twitter | YouTube 

Thank you for tuning in to episode 66 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is David Everson, Senior Director of Solutions Marketing at Laserfiche. David shares his vast career journey that led him to his current role at Laserfiche. Laserfiche is a software company founded over 30 years ago. The team handles intelligent data capture, records management, and digitization that connects data across departments. Laserfiche helps employees be more productive by eliminating administrative tasks so teams can focus on high-priority operations such as member service.

During our conversation, David and I chat about the importance of omnichannel data management when it comes to providing a seamless member experience. He shares the benefits of Laserfiche’s Solution Marketplace library filled with free data management resources, training modules, and pre-built forms and workflows. Listen as David talks about the resources, tools, and strategies for better data management practices now and in the future.

As we wrap up the episode, David talks about his 30-year friendship with a mentor, his current book recommendation, and his thoughts on work-life balance. Enjoy my conversation with David Everson!

Find the full show notes on cuinsight.com.

Connect with David:
David Everson, Senior Director of Solutions Marketing at Laserfiche
david.everson@laserfiche.com
laserfiche.com
David: LinkedIn
Laserfiche: LinkedIn | Facebook | Twitter | Instagram | YouTube | Schedule a Demo 

Thank you for tuning in to episode 65 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unions (WFCU). Mike shares how the environment for credit unions has grown since the last time he was a guest on the podcast. WFCU focuses on strengthening credit unions while they serve and transform members’ lives worldwide. As an arm of the World Council of Credit Unions (WOCCU), they are advancing financial inclusion, global relief aid, DEI, and more through a vibrant and growing global credit union system. Mike shares his excitement for the 75th anniversary of International Credit Union Day held on October 19, 2023.

During our conversation, Mike and I chat about the strong levels of support across the global credit union movement. He shares the national and international initiatives that keep credit unions operating so teams can help their own communities. Listen as Mike talks about fostering stronger engagement and more connectivity within the global credit union system.

As we wrap up the episode, Mike talks about having a great time in Vancouver, balancing work and life, and pursuing further education to improve customer experiences. Enjoy my conversation with Mike Reuter!

Find the full show notes on cuinsight.com.

Connect with Mike:
Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unions
mreuter@woccu.org
doglobalgood.org
Mike: LinkedIn
WFCU: LinkedIn |  Facebook | Twitter 

Thank you for tuning in to episode 64 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Tracie Kenyon, Executive Development Partner at Humanidei. Tracie shares her career journey within the credit union industry for the last 38 years. Humanidei works with credit unions to integrate their most important asset- their human capital- into organizational growth plans and talent development. Tracie guides teams in creating a positive company culture where team members can build their skills and career.

During our conversation, Tracie and I chat about the importance of taking care of your team and the value in executive coaching. She gives advice on improving the hiring process and shares three tips to get it right the first time. Tracie explains how the “B” at the end of DEIB stands for belonging, and why it is so important for the culture of an organization. Listen as Tracie talks about building a nurturing and innovative company culture for your credit union team.

As we wrap up the episode, Tracie talks about an impactful leader she’s had in her life, her love of books along with a book recommendation, and her passion for work. Enjoy my conversation with Tracie Kenyon!

Find the full show notes on cuinsight.com.

Connect with Tracie:
Tracie Kenyon, Executive Development Partner at Humanidei
tracie@humanidei.com
humanidei.com
Tracie: LinkedIn
Humanidei: LinkedIn | Instagram | Twitter 

Thank you for tuning in to episode 63 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Bo McDonald, President and CEO at Your Marketing Co and uncommn. In this episode, we dive into all things uncommon, the preferred web development company for credit unions looking to control their online presence. Bo values service that is flexible to the changing needs of the credit union industry and is focused on providing that.

During our conversation, Bo and I chat about treating a website like a digital branch for members. Bo shares that security, load time, and quality of content are the top three areas where credit unions must make a strong first impression on their website. He explains the importance of credit unions doing their due diligence and communicating with members throughout the web design process. Your website is ultimately one of your branches, listen as Bo explores ideas to better represent your brand and interact with members seamlessly.

As we wrap up the episode, Bo talks about the two Johns that deeply influenced his leadership, the states he loves to visit, and the two things he doesn’t mind splurging on for a good time. Enjoy my conversation with Bo McDonald!

Find the full show notes on cuinsight.com.

Connect with Bo:
Bo McDonald, President and CEO at Your Marketing Co and uncommn
bo@getuncommn.com
getuncommn.com
Bo: LinkedIn | Twitter
uncommn: LinkedIn | Facebook | Instagram | Twitter

Thank you for tuning in to episode 62 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Barb Lowman, President at CUNA Strategic Services (CSS). Barb shares her career journey in the financial service industry that led to her current role at CSS. CUNA Strategic Services connects credit unions and leagues to the industry's top solution providers to create the ultimate partnerships. The team at CSS is focused on positioning credit unions to thrive in the market and provide exceptional member service.

During our conversation, Barb and I chat about the value CSS provides in connecting networks of people, resources, and tools. Barb shares why it is so important for credit unions to invest in technology and support in order to grow in today’s environment. Listen as Barb talks about shifting from idea to execution and delivering solutions to credit unions.

As we wrap up the episode, Barb talks about buying golf shoes, eating foods across the country, and a book that she considers a must-read. Enjoy my conversation with Barb Lowman!

Find the full show notes on cuinsight.com.

Connect with Barb:
Barb Lowman, President at CUNA Strategic Services
Blowman@cuna.coop
cunastrategicservices.com
Barb: LinkedIn
CUNA Strategic Services: LinkedIn

Thank you for tuning in to episode 61 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Shyam Pradheep, General Manager at Zogo and a return guest to the podcast. Zogo is a financial literacy company that provides bite-sized, gamified education in a fun and accessible way. Zogo’s gamified mobile integration is sure to help credit unions effectively attract Gen Z, millennials, and users of all ages in financial education. The team aims to engage members to make the most out of all the services credit unions offer.

During our conversation, Shyam and I chat about building engagement that can be reached by all ages. Shyam shares Zogo’s three pillars of engagement and lessons on gamifying financial literacy. Listen as Shyam reflects on the past, present, and future of Zogo and community engagement within the credit union industry.

As we wrap up the episode, Shyam talks about being a huge foodie, admiring his fellow team members, and experiencing The City That Never Sleeps. Enjoy my conversation with Shyam Pradheep!

Find the full show notes on cuinsight.com.

Connect with Shyam:
Shyam Pradheep, General Manager at Zogo
shyam.pradheep@zogofinance.com
zogo.com
Shyam: LinkedIn
Zogo: LinkedIn | Twitter | Instagram | Facebook | TikTok

Thank you for tuning in to episode 60 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Craig Helmers, VP of ATM Management at ATM USA. Craig shares his career journey with ATM USA and his passion for working with credit unions. ATM USA is a nationally-recognized and trusted partner of high-quality, turnkey ATM equipment and services. One of their goals is to take the work of operating ATMs off of credit union teams.

During our conversation, Craig and I chat about how credit unions can approach ATM and ITM management by outsourcing. Craig shares tips on how to prepare for ATM compliance changes and how it’s beneficial to have a go-to partner especially when regulatory or technology requirements change. As we look to the future, ATM USA is committed to providing credit unions with ATM solutions to create a better member and employee experience. Listen as Craig shares new products and technology that will provide solutions for running an ATM fleet.

As we wrap up the episode, Craig talks about the inspiring career journey of his friend’s father, some of his favorite travel spots, and the impactful book his older brother gave him. Enjoy my conversation with Craig Helmers!

Find the full show notes on cuinsight.com.

Connect with Craig:
Craig Helmers, VP of ATM Management at ATM USA
Chelmers@atmusa.com
atmusa.com
Craig: LinkedIn
ATM USA: LinkedIn |  Twitter | Facebook 

Thank you for tuning in to episode 59 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Seth Brickman, CEO of QCash Financial CUSO. Seth is a return guest, so we started this episode discussing changes in the economic environment since we last spoke and how QCash has evolved. QCash is a CUSO that helps credit unions serve members experiencing a financial need and approve loans more often through their patented relational underwriting system. Seth talks about financial inclusion and the vital role credit unions play in protecting members from predatory lenders.

During our conversation, Seth and I chat about financial access and inclusion and how QCash supports lending while mitigating risk. He discusses new products, programs, and technology being used to increase financial inclusion. As we look to the future, QCash is committed to collaborating with credit unions to improve the financial well-being of individuals and communities. QCash continues to support and empower credit unions so they can approve more loans and improve more lives. 

As we wrap up the episode, Seth talks about race cars, his puppy, and the city that holds a special meaning for him. Enjoy my conversation with Seth Brickman!

Find the full show notes on cuinsight.com.

Connect with Seth:
Seth Brickman, CEO of QCash Financial CUSO
sbrickman@qcashfinancial.com
qcashfinancial.com
Seth: LinkedIn
QCash: Twitter | LinkedIn

Thank you for tuning in to episode 58 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Paul Whittier, Director of Channel Sales for the West Region at Adlumin. Paul talks about his passion for people and technology sales which led him on his career journey to his current role. Adlumin provides the enterprise-grade security operations platform and managed detection and response services to help organizations comply, detect, prioritize, and respond to cyber threats and IT operations in real-time. Adlumin’s goal is to revolutionize the way organizations secure sensitive data and help gain visibility to be aware of any cyber risks.

During our conversation, Paul and I chat about managing cybersecurity. Paul explains the goals of cyber criminals beyond tampering with member data, such as cyber ransoms. He describes how compliance can protect credit unions against threats and the importance of preparing for future threats by monitoring abnormal cyber events within their network. As we look to the future, Adlumin is focused on evolving their products and creating new solutions to stay ahead of future threats and continue supporting credit unions.

As we wrap up the episode, Paul talks about splurging on life experiences, traveling to different cities, and living life to the fullest. Enjoy my conversation with Paul Whittier!

Find the full show notes on cuinsight.com.

Connect with Paul:
Paul Whittier, Director of Channel Sales for the West Region at Adlumin
paul.whittier@adlumin.com
adlumin.com
Paul: LinkedIn
Adlumin: LinkedIn | Twitter | Facebook | Instagram | YouTube

Thank you for tuning in to episode 57 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Dan Berger, President and CEO at NAFCU. Dan has been a guest on The CUInsight Experience podcast and in this episode, we are diving into his experience with NAFCU and the amazing work they do. The team at NAFCU advocates for credit unions nationwide by interacting with government officials and policymakers. NAFCU is committed to representing, assisting, educating and informing credit unions to help them grow and continue serving their members.

During our conversation, Dan and I chat about NAFCU’s mission to support their members through advocacy, compliance assistance, and education and training. We discuss regulation and legislation as it relates to current events and how credit unions set themselves apart. Dan talks about the culture at NAFCU that values and enhances extreme member service to help credit unions support members and communities. As we look to the future, NAFCU is focused on advocacy and creating a legislative and regulatory environment for credit unions to thrive and grow.

As we wrap up the episode, Dan talks about buying fly fishing rods, being present for his family, and having fun in Nashville. Enjoy my conversation with Dan Berger!

Find the full show notes on cuinsight.com.

Connect with Dan:
Dan Berger, President and CEO at NAFCU
dberger@nafcu.org
nafcu.org
Dan: LinkedIn
NAFCU: Twitter | Facebook | Instagram | LinkedIn | YouTube

Thank you for tuning in to episode 56 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Allen Jingst, Chief Revenue Officer at Coviance. Allen talks about his passion for people and technology sales which led him on his career journey to his current role. Coviance is a technology-focused lending platform that makes home equity and HELOC lending simpler, faster, and friction-free. Coviance’s goal is to create a better and faster lending experience for credit unions, their members, and employees.

During our conversation, Allen talks about  automating the lending process while enhancing the human touch to improve member experiences. The team at Coviance supports credit unions during the entire process of analyzing, innovating, and initiating new workflows.  Allen believes credit unions are long standing financial institutions with a lot of insight to leverage. As we look to the future, Coviance is focused on perfecting the lending experience and continuously improving the process so credit unions can operate more efficiently and gain new members through real estate loans. Listen as Allen shares how credit unions can encourage each other to innovate and lead the movement forward.

As we wrap up the episode, Allen talks about spending time with family, a gadget that he can’t live without for business and personal use, and enjoying nature. Enjoy my conversation with Allen Jingst!

Find the full show notes on cuinsight.com.

Connect with Allen:
Allen Jingst, Chief Revenue Officer at Coviance
ajingst@coviance.com
coviance.com
Allen: LinkedIn
Coviance: LinkedIn | Facebook | Twitter

Thank you for tuning in to episode 55 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is John Janclaes, President at Nymbus CUSO. John was a guest on the podcast two years ago so we dive right into how the environment for credit unions has evolved and how Nymbus has grown. The team at Nymbus offers a fresh perspective on growth for brands, credit unions, banks, and fintechs, with the technology and support for digital transformation. 

During our conversation, John talks about the significance of technology as it pertains to acquiring members, deepening relationships, and retaining members for growth. He expresses how digital transformation is a team sport and it takes collaboration to integrate new systems and see progress. John talks about the book he is writing to help leaders assess, manage, and optimize partner relationships called, “The Partnership Advantage: How to Revitalize Community Financial Institutions.” It will be available this summer. When looking ahead, John is particularly looking forward to the Modern Core his team is developing to reach new growth and unlock new opportunities. Listen as John shares insights as the industry is evolving and how we can continue learning from each other.

As we wrap up the episode, John talks about an influential leader in his life, a book about high performing companies, and a city he loves to visit. Enjoy my conversation with John Janclaes!

Find the full show notes on cuinsight.com.

Connect with John:
John Janclaes, President at Nymbus CUSO
jjanclaes@nymbus.com
nymbus.com/
John: LinkedIn
Nymbus: LinkedIn | Twitter 

Thank you for tuning in to episode 54 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Jack Imes, Chief Client Lending Consultant at Allied Solutions. Jack spent over 35 years working with credit unions and community banks. Allied Solutions is focused on using technology-based solutions to help clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition.

During our conversation, Jack shares how technology is the key to creating a better member experience for all generations. He talks about constantly building relationships to bring the latest innovations to clients and their members. Jack explains how Allied Solutions’ portfolio of diversified products is customized to meet individual partnership needs. As we look to the future, Allied Solutions is focused on supporting credit unions and providing them with tools for growth and longevity. Listen as Jack talks about providing seamless tech stack solutions to scale services and experiences.

As we wrap up the episode, Jack shares why he admires Michael Jordan, listening to podcasts, and exploring small towns. Enjoy my conversation with Jack Imes!

Find the full show notes on cuinsight.com.

Connect with Jack:
Jack Imes, Chief Client Lending Consultant at Allied Solutions
jack.imes@alliedsolutions.net
alliedsolutions.net
Jack: LinkedIn
Allied Solutions: LinkedIn | Twitter | Facebook 

Thank you for tuning in to episode 53 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Anthony Arizola, Sales Executive at CU NextGen. Anthony began his career in the credit union industry during high school and has been passionate about it since. CU NextGen is a CUSO dedicated to bringing next generation technology to credit unions such as no-code development, robotic process automation, and artificial intelligence. CU NextGen’s goal is to improve service delivery to members and to streamline efficiencies of day-to-day operations.

During our conversation, Anthony talks about using automation and collaboration to build better member-centric experiences. The team at CU NextGen have financial service backgrounds and understand how limited access to resources can affect operations; therefore bringing more solutions. As we look to the future, CU NextGen is committed to collaborating with credit unions by creating think-tank sessions and bringing new digital solutions. CU NextGen empowers credit unions to build customized solutions for smooth workflows that benefit members and employees.

As we wrap up the episode, Anthony talks about cheering for the Detroit Lions, spending time with his family and friends, and listening to podcasts. Enjoy my conversation with Anthony Arizola!

Find the full show notes on cuinsight.com.

Connect with Anthony:
Anthony Arizola, Sales Executive at CU NextGen
anthony.arizola@cunextgen.com
www.cunextgen.com
Anthony: LinkedIn
CU NextGen: LinkedIn | Instagram | Twitter | Facebook | YouTube

Thank you for tuning in to episode 52 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Michael Dippo, SVP of Lender Placed Auto at SWBC. Michael began his career as a teller in college and he continues to add value to the financial industry with nearly 30 years at SWBC. The team at SWBC offers a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals so they can meet critical goals. Michael specifically works with SWBC’s Collateral Protection Insurance (CPI) carriers to manage existing CPI programs and refine useful coverages for a better future.

During our conversation, Michael talks about financial protection for credit unions and members. Much of his work is based in loan risk management and he shares how SWBC helps credit unions track insurance on collateral. Michael explains how insurance protects a lender’s interest in the collateral they finance as well. The conversation explores current trends on loan risk in the financial industry, specifically changes within the auto industry.

As we wrap up the episode, Michael talks about who he admires most, spending time with his family, and which non-profits he volunteers for and serves on the board. Enjoy my conversation with Michael Dippo!

Find the full show notes on cuinsight.com.

Connect with Michael:
Michael Dippo, SVP of Lender Placed Auto at SWBC
mdippo@swbc.com
www.swbc.com
Michael: LinkedIn
SWBC: Facebook | Twitter | LinkedIn | YouTube

Thank you for tuning in to episode 51 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Andrea Brown, VP of Client Engagement at Lodestar Technologies. Andrea begins by sharing her education and career journey that molded her two passions together; data and credit unions. Lodestar Technologies is an analytics partner for financial institutions, providing a full-service analytics platform of data connectors, visuals, workflows, and strategic guidance to move forward in the analytics journey. Their team of experts come directly from the financial services industry and truly understand credit unions, their values, and mission. As partners, they empower and help clients spend less time on data collection so they have more time to dive in and understand and utilize their data. 

During our conversation, Andrea shares how credit unions can build a data strategy and put action behind it. She believes credit unions have a lot of choices and control over the systems they use which is beneficial in customizing it to their specific member needs. Andrea points out places where member data lives throughout the organization and which data strategies to prioritize. She explains where data plays a role in impactful marketing, through targeted communication and campaign management. We discuss how credit unions can translate data into value to create exceptional member experiences. As we look to the future, Andrea talks about machine learning, artificial intelligence, and advanced analytics as it pertains to credit unions and their data-marketing strategies.  

As we wrap up the episode, Andrea talks about why she has so many household organizers, her favorite podcasts, and which video game she plays with her sons. Enjoy my conversation with Andrea Brown!

Find the full show notes on cuinsight.com.

Connect with Andrea:
Andrea Brown, VP of Client Engagement at Lodestar Technologies
andrea.brown@lodestartech.ca
https://lodestartech.ca
Andrea: LinkedIn
Lodestar Technologies: LinkedIn