The CUInsight Experience

CUInsight

Welcome to The CUInsight Experience. Hosted by Randy Smith, co-founder of CUInsight.com. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions in banking, payments and fintech? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more will be asked and answered in each episode. The goal of The CUInsight Experience is to take a deeper dive with people and find the gems we can all learn and grow from. Thank you for tuning in. Enjoy!

All Episodes

“Let’s give everybody an opportunity.” - Jon HernandezThank you for tuning in to episode 124 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES. CUES is the leading talent development solutions provider to the credit union industry. CUES is happy to announce the return of its popular online certification programs from Cornell University. Get access to Ivy-League executive education without leaving your office. Learn more at cues.org/cornell.My guest on today's show is Jon Hernandez, President & CEO at CalCom, Mattel, and Nikkei & Mabuhay credit unions. In this episode, we discuss ideas around collaboration, strategy execution, complementary niche markets, and developing professional talent and teams. Originally, a teenage Jon set his eyes on being a stockbroker, but he entered the credit union space after he met a chairman of a credit union. Now, Jon is leading multiple credit union teams while taking care of communities that have unique service needs.Identifying and retaining good talent is a skill on its own. Jon is known by his peers for developing great talent within his teams that become strong contributors to the credit union space as a whole. In this episode, he explains his professional development style, and what he pays attention to when interacting with new talent. Much of his approach relies on a gut feeling, but challenging people and responding to their development as an individual are also an important part of the process.Jon believes credit unions can truly move forward if their teams don’t get distracted by what’s impossible. In our discussion, Jon takes time to share the details of a special credit union project. Jon explains why focus groups played a crucial role in his work segmenting membership type. By helping board members understand how their actions benefit the communities they represent, everyone has an opportunity to receive the best credit union services. Enjoy my conversation with Jon Hernandez!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Jon:Jon Hernandez, President & CEO at CalCom, Mattel, Nikkei & Mabuhay CUsjhernandez@calcomcu.org https://www.calcomcu.org/ https://www.mattelfcu.org/ https://www.nikkeicu.org/ https://www.nikkeicu.org/about-mabuhay LinkedIn | Facebook | Twitter | Instagram 

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Nov 19

47 min 52 sec

“Ask your members what they need.” - Linda WhiteThank you for tuning in to episode 123 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES. CUES is the leading talent development solutions provider to the credit union industry. CUES is happy to announce the return of its popular online certification programs from Cornell University. Get access to Ivy-League executive education without leaving your office. Learn more at cues.org/cornell.My guest on today's show is Linda White, President & CEO at Upward Credit Union. In this episode, we chat about growing credit unions in a highly competitive financial services market, what to keep an eye on for the future of credit unions, navigating a career journey, and much more. Linda is an example of a CEO that began as a teller. She started working in the credit union space at 18 years old, and progressed past any career hiccups or uncertainties.As someone who values advocacy, Linda opens the conversation to talk about empathy, building relationships with board members, and building a great team. She worked actively on a few credit union movement boards, participated in women-driven professional communities, and also completed the DE program, so those insights provide a backdrop to how she explains these topics. In her role, Linda focuses on advocating for others, paying-it-forward, and mentoring. All these aspects contribute to her efforts of improving the credit union field.Not only does Linda provide actionable insight from her career journey, she also gives examples of the good and not so great moments of a long career. She expresses her thoughts on being comfortable with being uncomfortable, and knowing how to persevere. Listen to Linda talk about consistently rising to the challenge, managing life in the CEO role, and continuing to learn after years of experience. Through this discussion, Linda assures aspiring professionals that they don’t have to know everything to take on a new role. Enjoy my conversation with Linda White!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Linda:Linda White, President & CEO at Upward Credit Unionhttps://upwardcu.org       LinkedIn | Facebook | Twitter | YouTube 

Nov 5

39 min 26 sec

“Never stop listening.” - Ray CrouseThank you for tuning in to episode 122 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES. CUES is the leading talent development solutions provider to the credit union industry. After listening to our show, be sure to register for CUES’ new online panel discussion series, Real Talk. The inaugural topic, Women in the Workforce, kicks off on November 10th. Register now at cues.org/realtalk.My guest on today's show is Ray Crouse, President & CEO of Parsons Federal Credit Union. In this episode, we chat about building a strong culture and enhancing board relations. Ray also discusses the importance of CUSOs to the credit union ecosystem. He shares his leadership experience during the pandemic and how he successfully navigated shifts with his teams on both the east and west coasts. Member expectations are changing as technology evolves, but Ray emphasizes how much the human aspect still matters in the industry. Ray believes that having a strong capital position does not equate to strong member service, and he shares that leaders must keep members at the forefront.We also chat about the many digital transitions credit unions had to make in the last year and what Ray expects to happen in the industry moving forward as we explore new technologies.  As we close the show, we learn that Ray enjoys the outdoors, and taking walks allows him to clear his mind and think strategically. He dispels a leadership myth and encourages leaders to serve not just their members but the community at large. Tune in to hear Ray’s most recent purchase and his close call meeting a legendary artist. Enjoy my conversation with Ray Crouse!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Ray:Ray Crouse, President & CEO of Parsons Federal Credit Unionray@parsonsfcu.comhttps://www.parsonsfcu.org      LinkedIn | YouTube

Oct 22

46 min 29 sec

“What matters is what you believe you can do.” - Greg MitchellThank you for tuning in to episode 121 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES. CUES is the leading talent development solutions provider to the credit union industry. After listening to our show, be sure to register for CUES’ new online panel discussion series, Real Talk. The inaugural topic, Women in the Workforce, kicks off on November 10th. Register now at cues.org/realtalk.My guest on today's show is Greg Mitchell, President & CEO of First Tech Federal Credit Union. In this episode, we chat about strategic innovation, maintaining purpose, and levels of change in transformation. We walk through Greg’s career journey from the United States Coast Guard to Credit Union CEO and the many leadership lessons he’s learned along the way. Greg shares that First Tech’s focus is on making a material difference in the community by combining technology and relationships. We learn that innovation is not new to First Tech, as the credit union was among the first to offer online banking services. During the conversation, Greg encourages leaders to research when, where, and how members want to engage before making large investments.As we move forward, Greg shares tips for creating strategic plans around technology and member services. He explains that credit unions can position themselves to address the digital expectations of members while maintaining the human aspect with deep insight and care. No matter the size of a credit union, the right strategy can be carried out efficiently. Although Greg's start in the industry was not intentional, he appreciates the credit union movement for helping him discover the best version of himself as a confident leader. We learn that he enjoys the outdoors and his woodworking shop is where he finds space to think strategically. Tune in to hear what Greg is reading and his definition of a true leader. Enjoy my conversation with Greg Mitchell! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Greg:Greg Mitchell, President & CEO of First Tech FCUgreg.mitchell@firsttechfed.com www.firsttechfed.com     Twitter | Instagram | Facebook | LinkedIn 

Oct 8

31 min 56 sec

“We are much stronger together than we are apart.”- Gigi HylandThank you for tuning in to episode 120 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CUES. CUES is the leading talent development solutions provider to the credit union industry.My guest on today's show is Gigi Hyland, Executive Director of The National Credit Union Foundation and no stranger to the podcast! We chat about being intentional and how leaders can refocus on their “why.” Gigi shares how she maintains purpose both personally and professionally and the importance of showing up for people where they need us the most. We talk about intentionality and the power credit unions have to help members experience financial well-being. Gigi shares that leaders must be mindful that we all have different realities, and in order to best serve members we have to slow down and listen. She believes that we can use this global crisis to return back to our “why.”Gigi and I also chat about her career journey and the many leadership lessons she’s learned along the way. She believes there is no one way to be a leader, and it takes a vulnerable leader to push a team forward. We discuss her introduction to credit unions through her career in law and her transition from the NCUA to The Foundation.     As we wrap up the show, we learn that Gigi enjoys nature and is an avid “birder.” Although the pandemic has been challenging, she is grateful for the opportunity to spend more time with her family and discover new skills. Listen in as Gigi describes her recent and most exciting purchase and shares encouragement in moving forward with intention as an industry. Enjoy my conversation with Gigi Hyland! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Gigi:Gigi Hyland, Executive Director of The National Credit Union Foundationghyland@ncuf.coopwww.ncuf.coop   LinkedIn | Twitter | Instagram | Facebook | YouTube  

Sep 24

44 min 45 sec

“If you want a great community, you have to be a part of it.” - David MillerThank you for tuning in to episode 119 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CUES. CUES is the leading talent development solutions provider to the credit union industry.My guest on today's show is David Miller, Co-founder of CUInsight. In this episode, we chat about the history of CUInsight and how it all came to be. We dive deeper into the ebbs and flows of entrepreneurship and the many leadership lessons David has learned along the way. He walks us through his career journey and shares his excitement for what’s to come. To start the show, David discusses the idea behind CUInsight as his way to support the credit union community, create a space that connects people to resources, and embrace the culture. He stresses that the publication was not an overnight success and identifying what worked and didn’t early on helped it thrive. David believes that as a leader you have to think strategically about what to add and what to get rid of. Both are equally important for creating useful solutions.    As we move through the conversation, we learn that David likes to surround himself with a myriad of people who have shared values and are supportive to his local community. He also shares what he believes a true leader is and how those qualities can be found in many people despite their financial status. We discuss how David stays true to purpose and improvements he thinks credit union leaders can make to maintain relevance.  As we wrap up the show, we learn that David wasn’t much of a troublemaker in school but he has always been “the bridge” in his friend circles; connecting people together. Tune in to find out what David is reading, what he enjoys doing outside of his work-from-home office, and a few fun surprises. Enjoy my conversation with David Miller!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find David:David Miller, Co-founder of CUInsightdmiller@cuinsight.comwww.cuinsight.com   LinkedIn | Twitter | Instagram | Facebook | YouTube | Podcasts   

Sep 10

42 min 53 sec

“We are in the business of winning with people.” - Todd MarksberryThank you for tuning in to episode 118 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CUES. CUES is the leading talent development solutions provider to the credit union industry.My guest on today's show is Todd Marksberry, President & CEO of Canvas Credit Union. In this episode, Todd shares his career journey and his take on what true leadership looks like. We also chat about innovation in serving the community and the steps he took to achieve a healthy and safe culture within his team. As we open the show, Todd walks us through his journey of rebranding when initially taking the role of CEO. He discusses his approach to building a solid strategy and gaining buy-in from the board. He believes that with any successful rebrand, leaders should focus on improving culture and processes for both members and employees. Todd believes that maintaining balance in his life is what helps him think strategically. In the office or in his yard, Todd shares that he is able to create solutions and think critically often by completing everyday tasks. He accredits a large portion of the work Canvas has done for the community and the successful partnerships they have built to his team. Todd believes that building strong relationships and shared goals is what keeps him purpose-driven.   As we wrap up the show, Todd encourages other leaders to remember all they have done to help members and share their stories. He believes this will help credit unions maintain their relevance in such a saturated financial services industry. During the rapid fire questions, we learned what Todd was like in high school and that he was able to travel all around the world before joining the credit union movement. Find what he did and so much more in my conversation with Todd Marksberry! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Todd:Todd Marksberry, President & CEO of Canvas Credit Uniontodd@canvas.orghttps://www.canvas.org/   LinkedIn | Twitter | Instagram | Facebook | YouTube  

Aug 27

39 min 21 sec

“Great leaders are great because they put in a lot of effort.” - Paris ChevalierThank you for tuning in to episode 117 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CUES. CUES is the leading talent development solutions provider to the credit union industry.My guest on today's show is Paris Chevalier, President and CEO of South Bay Credit Union, based in California. In this episode, Paris shares her career path to CEO, the importance of supportive circles, and her thoughts on what is leading the credit union industry forward. Throughout the show, Paris provides a glimpse into what work-life integration looks like for her, tips to help empower your team, and how to manage the rapid innovation surging within the credit union space.Paris believes CEOs need to continually focus on the big and communicate how all departments and roles work together to keep moving forward. She chats about her process to learn departments, new technology, and shared goals within the credit union. Paris relies on her marketing skills and the lessons from progressive and visionary mentors to thrive in her non-traditional career path. She attributes much of her success to her supportive circles inside and outside of the industry.Collaboration and team development help Paris maintain purpose, and she often finds joy in helping her team discover solutions for themselves. Looking forward, Paris believes that credit unions will stay relevant because we have embraced our key differences and because our innovation comes with enthusiasm and engagement. As we wrap up the show, Paris expresses thoughts on the “born leader” phrase and dispels other leadership myths. We learn what she was like throughout school and the reasonable trouble she got into during college. Paris shares some encouraging words for new leaders and shares who she thinks of when she hears the word “success.” Enjoy my conversation with Paris Chevalier! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Paris:Paris Chevalier, President & CEO of South Bay Credit Unionparischevalier@gmail.comhttps://www.southbaycu.com   Twitter | Instagram | Facebook | LinkedIn

Aug 13

32 min 11 sec

“How do you show up when it matters to your members?” - Kevin BethuneThank you for tuning in to episode 116 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CUES. CUES is the leading talent development solutions provider to the credit union industry.My guest on today's show is Kevin Bethune, Founder & Chief Creative Officer at dreams • design + life. Kevin will be our keynote speaker for the upcoming CUInsight Mini-Con: GROW. In this episode, Kevin chats about his career journey and the many leadership lessons he’s learned along the way. We also dive into how credit unions can best position themselves to adapt to the digital transformation and still keep members first.From engineering to designing, Kevin’s career journey includes a host of pivots and exploration. He shares his passion for embracing curiosity and believes multidisciplinary convergence is necessary to identify leadership potential and serve communities holistically. Kevin shares that to be a strong leader, you don’t have to be the strongest voice in the room but you must always be willing to serve.As we dive deeper into how Kevin maintains purpose, he shares that human potential starts with understanding who the efforts and contributions are serving. Kevin says it’s easy to get consumed in market funnels and clicks, when instead, the people should remain the focus. He explains that this is something credit unions do well and what will keep them relevant in the overall financial services market. Throughout the conversation, Kevin encourages credit unions to seek opportunities that foster even better human connection and continue to give members the confidence to move forward.During our rapid fire questions we learn what Kevin was like in high school, what he enjoys doing outside of the office, and the great people he surrounds himself with to reach the next level. As we wrap up the show, Kevin encourages leaders to ask themselves, “Where is the future going?” This answer will help executives and teams refocus on strategic thinking and prepare themselves for shifts that come along the way. Enjoy my conversation with Kevin Bethune! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Kevin:Kevin Bethune, Founder and Chief Creative Officer of dreams • design + lifehello@dreamsdesignandlife.com  www.dreamsdesignandlife.com  LinkedIn | Twitter | Instagram | YouTube | Facebook 

Jul 30

41 min 4 sec

“Don’t ever be afraid to challenge the status quo.” - Lauren CulpThank you for tuning in to episode 115 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CUES. CUES is the leading talent development solutions provider to the credit union industry.My guest on today's show is Lauren Culp, our very own Publisher & CEO here at CUInsight.com. In this episode, we chat about all things leadership: insights and tips for first time CEOs, leading through a global crisis, and successfully working with your board. In terms of the board relationship, Lauren shares tools to help CEOs recognize the needs of the board and grow strong relationships while understanding their differences. She believes that a great leader should keep in contact with the board regularly, so much so that meetings become mostly a formality. While it is not difficult to find purpose in the credit union industry, Lauren maintains purpose by asking herself, “What can I continue to do to make a measurable impact?” She believes that the pandemic has given leaders a unique way to stay connected to both members and the mission.  We discuss the evolving importance of digital experience and ease of use in delivering on the credit union cornerstone of stellar member service. Lauren believes that challenging the status quo and anticipating member needs is critical to our industry’s success.As we wrap up the show, Lauren shares insights for new CEOs and debunks a few leadership myths. We journey through Lauren’s non-traditional career path and learn about where she draws inspiration. Lauren shares activities she enjoys outside of the office that keep her recharged and who she thinks of now when she hears the word “success.” Enjoy my conversation with Lauren Culp!  Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Lauren:Lauren Culp, Publisher & CEO of CUInsightlculp@cuinsight.com www.cuinsight.comLinkedIn | Twitter | Facebook | YouTube | Instagram | The CUInsight Network podcast 

Jul 16

46 min 56 sec

“The best leaders listen.” - Juan Fernández CeballosThank you for tuning in to episode 114 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CUES. CUES is the leading talent development solutions provider to the credit union industry.My guest on today's show is Juan Fernández Ceballos, President & CEO of the Credit Union Association of New Mexico. In this episode, we chat about how credit unions can continue to thrive in a congested financial space and break down barriers. Juan shares the importance of mentorship and its impact on the career journey for future leaders. We also discuss Juan’s new role as President & CEO of CUANM. He shares his excitement as the first Latino to head a credit union association and how working at a natural-person credit union helped him understand the challenges executives and boards face daily. Juan believes the best innovations come from times of crisis and are born out of necessity. We also discuss ways credit unions and leagues can lean into more conversation and action around diversity, equity, and inclusion. Juan encourages other league executives to build a cohesive team and leverage the credit union difference to keep both leagues and credit unions relevant. He also shares hacks for finding the right mentor and ways leaders can support young professionals in their development. As we discuss Juan’s personal leadership style and the ways he maintains purpose, we discover his emphasis on community. We chat about the two types of leaders Juan surrounds himself with and how each group supports purpose. During the rapid-fire questions, Juan shares a very interesting story of his journey to credit unions and how it has fueled his passion for helping others. Juan shares a simple tip for leaders as we close the show, and you’ll be surprised to hear who he thinks of when he hears the word “success.”  Enjoy my conversation with Juan Fernández Ceballos!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Juan:Juan Fernández Ceballos, President & CEO of CUANMjfernandez@cuanm.org https://www.cuanm.com LinkedIn | Twitter | Facebook 

Jul 2

47 min 24 sec

“Being intentional about your career also means accepting that not everything is for you.” - Jill NowackiThank you for tuning in to episode 113 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest on today's show is Jill Nowacki, the President & CEO of the Humanidei. In this episode, we explore ideas on strategic intentionality and integrating diversity, equity, and inclusion into company culture. Jill shares how she prioritizes purpose-driven work inside and outside of the credit union space, and hacks she’s discovered in her career journey.The show begins with our discussion on leadership development and strategy. Jill believes that as the credit union industry moves forward, our strategies must be “people centered” and include transformational change and diverse integration. She examines what that may look like in the “perfect world” versus the “real world” and what strategies leaders should implement throughout the year. Jill shares tips for credit union leaders who also value purpose-driven objectives. She gives her thought on how teams are influenced by purpose-driven leaders and the impact they have on productivity and culture. As we move along in the conversation, Jill shares that credit unions have the ability to change the world only if the people side is right. We wrap up the episode with rapid fire questions and learn about how Jill’s high school experience in a small town has played a major role in the work she does today. Jill also dispels myths about leadership and reminds leaders to know, trust, and stay true to their values. Enjoy the conversation with my love, Jill Nowacki!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Jill:Jill Nowacki, President & CEO of the Humanideijill@humanidei.comwww.humanidei.comLinkedIn | Instagram | Twitter 

Jun 18

45 min 43 sec

“Always ask questions.” - Patty CorkeryThank you for tuning in to episode 112 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest on today's show is Patty Corkery, the recently-appointed President & CEO of the Michigan Credit Union League. In this episode, we discuss Patty’s journey from litigation attorney to league president and the leadership lessons she’s learned along the way. Patty also shares tips to help leaders think strategically and plan ahead. Listen in as we chat with Patty about being the first female CEO in the history of Michigan Credit Union League and one of five female league CEOs across the country. Patty shares the importance of finding community personally and professionally and steps she’s taken to build and maintain those strong relationships. She believes that the credit union motto, “People helping people,” is not just about helping members but also one another. Patty walks through her perspective on credit union consolidations and our unique position to successfully meet community needs at any size. She believes the credit union industry will stay relevant by embracing the rapid digital shifts and discovering more opportunities for engagement with virtual education and advocacy. During the rapid-fire questions we learn what Patty was like in high school and how that shaped her career path. We also chat about an interesting opportunity Patty turned down and the impact that had on her leadership style. Take a listen to find out who Patty thinks about when she hears the word success and much more. Enjoy! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Patty:Patty Corkery, President & CEO of the Michigan Credit Union Leaguepatty.corkery@mcul.orghttps://www.mcul.orgLinkedIn | Facebook | Twitter | YouTube

Jun 4

42 min

“Do the best thing for the member.” - Laura CampbellThank you for tuning in to episode 111 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest on the show today is Laura Campbell, the CEO of Farmers Insurance Federal Credit Union. On this episode, we talk all about the importance of creating strong relationships with your board and how to be intentional with professional and personal development. Laura shares her journey through the industry to CEO and the many leadership lessons she’s learned along the way. Our conversation includes changes Laura and her team had to implement over the last few months as we navigate this new normal. She shares that her focus was not to find completely different solutions but to implement small shifts that would be long-lasting. Laura believes that in order to be successful moving forward she must focus on the long-term goals and make sure she keeps the member’s best interest at the forefront. Laura also shares leadership misconceptions and how important it is to show up for your team. She put in place “town halls” that allow employees to share their suggestions and experiences with executives and each other. Laura believes it is important to create these opportunities to promote growth and team efficacy. During the rapid-fire questions, we learn Laura loved all sports in high school, especially volleyball. She also shares her love for reading and traveling with her family. Listen to find out who she thinks about when she hears the word “success” and her favorite borrowed slogan. Enjoy my conversation with Laura Campbell! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Laura:Laura Campbell, CEO of Farmers Insurance Federal Credit Unionwww.figfcu.orglaura@figfcu.orgLinkedIn | Twitter | Facebook | Instagram | TikTok | YouTube

May 21

40 min 33 sec

"You don't have to have the biggest life to have the most successful one." -Andy JanningThank you for tuning in to episode 110 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest on today's show is Andy Janning. Andy is a filmmaker, author, photographer, keynote speaker, and a long-time supporter and member of the credit union community. We take a deep dive into the work he is doing in collaboration with our friends over at the National Credit Union Foundation entitled “Side Effects.” We also discuss Andy’s credit union journey and how he has been able to keep his purpose constant during the pandemic. Listen in as Andy shares with us his inspiration behind the Side Effects project and the correlation he discovered between physical health and financial well-being for cancer patients. He believes credit unions are able to “see and serve” these members in an effort to minimize their financial distress during such a difficult time. As shifts have become more frequent, Andy shares hacks with leaders on how to manage change including blending career experiences and using them to fuel the next move. He shares questions he routinely asks himself during those moments of transition. Andy believes it is important to provide safe spaces to your colleagues and your team when “the world is weird.” In closing the show, we find out how Andy recharges himself and what he enjoys doing with his wife and daughters in his free time. We also chat about the most recent purchases Andy made during quarantine and what he is reading to keep him inspired. Want to know who Andy thinks of when he hears the word “success?” You’ll have to tune in to find out. Enjoy my conversation with Andy Janning! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Andy:Andy Janning, Author, Photographer & Keynote Speakerwww.andyjanningphoto.comandy@anyjanning.comLinkedIn | Instagram | Twitter | Facebook  

May 7

50 min 49 sec

“If change is the only constant, let’s get better at it.” -Jenny BlakeThank you for tuning in to episode 109 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Today, my guest is Jenny Blake, author, career and business strategist, international speaker, podcaster, and the keynote for our next Mini-Con Series event, CHANGE. Listen in as we discuss pivoting, finding space to think more strategically as a leader and her ideas around being heart-centered, not only as an industry but in life.  We start the conversation with tips on moving forward as leaders and being intentional about making space to think strategically. Jenny shares that any good leader must have the ability to rethink, reimagine, recalibrate, and reflect to effectively lead a team. She believes the global pandemic forced everyone to give themselves permission to think differently and face life’s inevitable changes, both professionally and personally.   Jenny discusses the many great leaders in her community and how they exhibit servant leadership. She takes us on a deeper dive into the importance of finding like-minded peers and creating spaces that are safe and full of grace as we all navigate through this time of uncertainty. Jenny believes that this safe space is not a luxury but mandatory. She also shares her method of maintaining a generous and purpose-driven leadership style.  From the rapid-fire questions, we learn about Jenny’s most recent “aha” moment that helped her rediscover creativity. Jenny shares her insight on how podcasting has aided in her professional development and why it's a good tool for introverts. We also learn why Jenny has decided to take two words out of her vocabulary. Plus, we chat about her most recent purchase that keeps her active and where she finds joy outside of the office. Enjoy my conversation with Jenny Blake!  Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Jenny:Jenny Blake, Author & Founder of Pivot Method® www.pivotmethod.comjenny@pivotmethod.com  LinkedIn | Twitter | Instagram | YouTube | Facebook

Apr 23

56 min 5 sec

“Members are also people.” -Tonita WebbThank you for tuning in to episode 108 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Today I sat down with Tonita Webb, the new CEO of Verity Credit Union. We talked about her new role and her journey from the military to credit unions. We also discussed her passion for serving the underserved and creating lending practices that are more inclusive for everyone. As we started our conversation, Tonita shared her reaction when getting the call to be the next CEO of Verity Credit Union. Listen in for Tonita’s goals for this next step and what she plans to do to help the next generation of leaders. Tonita believes life prepared credit unions for the pandemic shift and that we can stay relevant by maximizing technology. Tonita also talks about the challenges many minority groups face when it comes to lending practices and how it fuels her passion to help the underserved. We chat about ways credit unions have the ability to fill in the gap between opportunities and those that are in need. Tonita shares the importance of teaching people to be different and allowing them to be human, and gives examples of what this looks like when leveraging member risk. With the rapid-fire questions, we find out the oddly satisfying item Tonita’s husband purchased that she cannot live without. We discussed an opportunity Tonita said no to that she is so glad she did and what she was like in high school. We learn who Tonita thinks about when she hears the word ‘success’ and how that person has played a vital role in the development of her character. Enjoy my conversation with Tonita Webb! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Tonita:Tonita Webb, CEO of Verity Credit Uniontonita.webb@veritycu.comwww.veritycu.comLinkedIn | Instagram | Twitter | Facebook | YouTube

Apr 9

54 min 28 sec

“It’s not about the income; it’s about the outcome” - Chaz RzewnickiThank you for tuning in to episode 107 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.In this episode, I sit down with Chaz Rzewnicki, the President & CEO of Dover Federal Credit Union. Chaz shares his leadership journey, the reason putting people first is so important to him, and the importance of diversity, equity, and inclusion for teams, credit unions, and the credit union industry.Chaz shares pivots he made at Dover FCU during the pandemic that he believes will stick around going forward and his perspective on the unique opportunity credit unions have over the next 3 to 10 years. Chaz and I also discuss how credit unions have the ability to create solutions for the financial inequity challenges in the country and abroad.  Listen in as Chaz chats about his thirty day plan, his life’s mission, his philosophy on team development and DEI, and the importance of an intentional and inclusive culture. In the time of virtual everything, Chaz believes credit unions need to focus on technology to stay competitive and relevant in the financial services industry. When Chaz has time off, he likes to go camping and boating with his family because it’s the one time he can shut his mind down, and you’ll be surprised to learn how many hours of sleep he usually gets per night. In the rapid fire questions, we learn some leadership myths Chaz hates hearing, his credit union journey to CEO, and who he thinks of when he hears the word ‘success.’ Enjoy my conversation with Chaz Rzewnicki.Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Chaz:Chaz Rzewnicki, President & CEO of Dover Federal Credit Unioncrzewnicki@doverfcu.comwww.doverfcu.comLinkedIn | Twitter | Facebook | YouTube

Mar 26

39 min 55 sec

“Be safe, be well, be kind!” - Chairman Todd M. HarperThank you for tuning in to episode 106 of The CUInsight Experience podcast, with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest on today's show is The Honorable Todd M. Harper, Chairman of the National Credit Union Administration (NCUA). Chairman Harper was recently appointed to lead the NCUA Board by President Biden. We talked about what it was like when he got the nod to lead the NCUA personally, his journey to getting there, and what he wanted to be when he grew up. We also had a great conversation on the importance of DEI in credit unions.Chairman Harper shares his F.I.R.E. philosophy on credit union regulation, what the NCUA will focus on in the next twelve months, and the first place people should start when getting ready to have the DEI conversation. Chairman Harper also talks about how he keeps up with the pace of change in the credit union space.Chairman Harper has been lucky to have some great friends in his life, and he talks about the ones that have shaped him into who he is today. He also discusses how networking, being kind, and confident can lead you up the ranks when you are looking for a promotion. He tells us how he stays true to his purpose in his personal life and his career.In the rapid-fire questions, we learn what Chairman Harper was like in high school and how he likes to recharge. Who was the first person who came to mind when Chairman Harper hears the word success? You'll have to listen to find out. This was a great conversation and I can't wait to do it again. Enjoy!Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Chairman Harper:The Honorable Todd M. Harper, Chairman of the NCUAwww.ncua.govboard@ncua.govLinkedIn | Twitter | Facebook | YouTube 

Mar 12

50 min 17 sec

“When you create an intentional environment, people will begin to think for themselves.” -India Gary-MartinThank you for tuning in to episode 105 of The CUInsight Experience podcast, with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Today we have a very special guest on the show India Gary-Martin. India’s name may be familiar to you as she was our Keynote recently at the Lead CUInsight Mini-Con Conference series. India is a nationally acclaimed Keynote speaker with over twenty-five years in financial services, and she is also a member of the Forbes Coaches Council. We discuss leadership and specifically how we can provide effective and intentional leadership to our teams that is impactful, what credit unions can do to not only stay relevant but thrive, plus so much more. Enjoy!India shares how her global perspective has helped her when training leaders. She shares how credit unions have made ten year advancements in the last twelve months in terms of what they thought was possible. India says that if you are waiting for the world to go back to normal, you have the wrong mindset. India speaks about what makes a strong leader and why it’s important to be an intentional leader with your team. She explains that in this new normal it allows leaders to get creative with their team about space and time concerning the average work day and what that now looks like. We find out that India was smart but lazy in high school. Her grandfather is the person she thinks about when she hears the word success, and Stevie Wonder’s timeless album Songs in the Key of Life is the best album of all time. India believes that if we want to change the world, then the first step is to listen and seek to understand.Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find India:India Gary-Martin LinkedIn

Feb 26

41 min 56 sec

“The status quo won’t work anymore.”Thank you for tuning in to episode 104 of The CUInsight Experience podcast, with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest today is Sundie Seefried, the President & CEO of Partner Colorado Credit Union. We discuss leadership and her process to innovation and taking risks, and she talks about getting buy-in for big ideas from her board that I think we can all learn from. We also speak about cannabis banking as more and more credit unions explore that space, and as always, we wrap up the show with some rapid-fire questions that will leave you wanting more. Sundie talks about the culture of hiring, promoting, and grooming from within Partner Colorado Credit Union and their program that helps young professionals think strategically. Sundie speaks about starting Safe Harbor Private Banking and the compliance regulations and resolutions they address with cannabis baking.Sundie shares how she started in credit unions, even though she always wanted to be an ice cream lady. She also talks about her inspiration for taking the position as CEO and how that inspiration has changed over time. If Sundie needs to recharge, she loves to draw, oil paint, listen to audiobooks or just sit in a quiet place.We learn Sundie liked to skip classes in high school while still maintaining straight A’s. Her favorite album of all time is Pink Floyd’s Dark Side of the moon, and when she hears the word success, the first person who comes to mind is her father. She believes her father knew he had a strong, performed it well, and fulfilled his life’s mission.Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Sundie:Partner Colorado Credit Union LinkedIn 

Feb 12

38 min 46 sec

“Don’t be afraid to lean in and be the nerd for your members, for your team, or for the industry.” David TuyoThank you for tuning in to season 3, episode 103 of The CUInsight Experience podcast, with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest today is David Tuyo, the President and CEO of University Credit Union in California. David shares some amazing things he and his team at the credit union are doing and things we can all learn from. We talk about strategic thinking, some cool tips on board relations, and we dig into some leadership lessons he has learned in his career. Listen, as David and I discuss things they implemented for COVID and will keep post-pandemic, the daily check-ins and check-outs he has with his team, and how he keeps his calendar manageable. David speaks about the rigid discipline he has in his board meetings, who he surrounds himself with, and those who have helped him in his career.David shares the moment he knew he wanted to work in credit unions, his transition from Alabama to Los Angeles, and the stops in between. David walks us through his inspiration for taking the position with University Credit Union, and how it has transformed through the years with varying experiences.. In the rapid-fire questions, we find out that David got in trouble in high school and had to pull weeds outside the school building as a consequence. He also shares his interest in all types of music, but the Beetles and the Dave Matthews Band being his favorites, and that his golf coach is the person who exemplifies success to him. Enjoy my conversation with David!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find David: David TuyoUniversity Credit UnionLinkedIn | Twitter

Jan 29

41 min 58 sec

“There is always opportunity in change.”Thank you for tuning in to season three, episode 102 of The CUInsight Experience podcast, with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My first guest of Season three is Antonio Neves. Antonio is an internationally recognized leadership speaker, author, podcaster, and success coach and was our first keynote in the CUInsight mini-con series we launched last November. Because of the craziness, we called 2020. I wanted to get back to basics and share the stories of how leaders in our movement got to where they are and what lessons they have learned. Antonio is the first guest of the season because of his presentation at REFUEL, and since I knew I was going to reference his speech over and over, I figured we might as well hear it directly from him.Listen as Antonio shares how he had to pivot in his career to accommodate and excel in the pandemic. He expresses the unexpected gift he received by working and being able to stay home with his family and the importance of truly and deeply reconnecting with those he cares about. Antonio believes that if you miss the spark in your life, you need to think about what you stopped doing that got you where you are today. He explains that it is important to identify what is the most important.  Antonio also discusses ‘dream jobs’ and not attaching an identity to your profession, but be ready to endorse yourself if someone should ask. We finish up with rapid-fire questions and learn that Antonio was a jock in high school. The best album of all time is The Tribe Called Quest, The Low End Theory, and his father Al Neves is the first person who comes to mind when he hears the word success. Antonio believes there is such power in choosing how to show up with amazing ideas and thoughts that we can all learn from. Enjoy!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Antonio:Antonio NevesBooks | PodcastTwitter | Facebook | LinkedIn | Instagram

Jan 15

47 min 5 sec

“We can get what we want out of life if we are intentional about it.” Jill NowackiThank you for tuning in to episode 101 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.In this season's final episode, we are changing things up a little. My co-host, the one and only Jill Nowacki, and I are looking back on this crazy year and discussing the good that is often overlooked while moving forward to 2021. I share some ways that the CUInsight Experience will be new and improved for 2021.Listen as Jill and Randy talk about bringing your whole self to work and valuing the differences among peers; the authenticity and culture each individual brings to the workplace. Jill shares some things she is excited to see happen in the next year or two, and Randy discusses how technological advances have allowed him to stay connected with credit union thought leaders. They collectively speak about the difficulties of keeping remote team members connected to the rest of the team while maintaining the credit union's culture and how many industry leaders have successfully taken this challenge on. Jill shares a book she thinks everyone should read and some final thoughts for wrapping up the 2020 season. Randy shares some exciting news about changes to Season 3 of The CUInsight Experience and how its pivot will be bigger and even better!Most of all, we hope everyone has a safe and wonderful holiday, and we will see you back here in 2021.Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Jill:Jill Nowacki, President/CEO of Humanidei jill@humanidei.com www.humanidei.com LinkedIn | Twitter | Facebook 

Dec 2020

32 min 8 sec

“Start with the end in mind.”Thank you for tuning in to episode 100 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on this 100th episode was also my guest on the very first episode of The CUInsight Experience Podcast, Jim Nussle, the President, and CEO of CUNA. I was looking forward to this conversation with Jim. We intentionally kept it broad in scope when talking about credit unions and focused on the future, what credit unions are doing well, where there is room for improvement, and what challenges we face over the next few years.Jim discusses what he sees on a national level in credit unions over the course of the pandemic and how he has grown as a leader during this time. He applauds the credit union movement for being “Financial First Responders” and consistently providing great service to members and support for each other. Jim also talks about what he believes credit unions need to change in order to enhance relevance in the future; leaning into what we do best.  A year from now, Jim will be most proud of how the movement navigates and effectively responds to the redefinition of community.Listen as Jim shares what inspired him to take the job as President & CEO of CUNA and how the inspiration has transformed over the years. “Listen, learn, help and lead,” is a phrase Jim’s team has heard him say often and he believes he’s always had the ability to make hard decisions, but he learns more every day. He talks about his prompt ability to pivot, like many leaders, and how that comes with being able to gather your team and adjust accordingly so that no one is left behind. Jim says that spending time with his family, his dog and playing guitar are some things that have kept him sane during the pandemic.As usual, we wrap up this 100th episode with rapid-fire questions and learn that Jim was involved in everything in high school and wanted to be a lawyer and a public servant when he grew up; both of which he has accomplished. Jim says that his dad is the picture of success, and spending time with his parents during this time has become one of his greatest pleasures.Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Jim:Jim Nussle, The President and CEO of CUNACUNA jnussle@cuna.coop Twitter | LinkedIn 

Nov 2020

46 min 29 sec

“If you make sure your boss wins, you will be successful through their success.”Thank you for tuning in to episode 99 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today's show is Nader Moghaddam, the President and CEO of Financial Partners Credit Union in California. We talked about what it takes to be a good leader, great insights into board relations, and why that CEO board relationship is so important and difficult for people just moving into the CEO role for the first time. Nader also talks about why he feels it's important to be part of the credit union system beyond his credit union's four walls, whether that's at the state or federal level.Nader shares why his connections outside of the credit unions' four walls is so important. He feels he has grown as a leader during this pandemic, and explores the change in traditional credit union responses with work spaces and talent acquisition. Nader also speaks about how important it is to have a good relationship with the board as a C-suite leader and the ability to embrace transition through technological advances.Listen in, as Nader discusses the motivation for taking the CEO position at Financial Partners Credit Union and how that motivation has changed with years on the job. He believes his team has done a tremendous job with their flexibility, dedication and focus throughout the year and looking forward to the next few quarters. His idea of a great day is taking off on his bike, playing pickle ball with his brother, and finishing up with a beer.Wrapping up with the rapid-fire questions, we learn that Nader is a Pink Floyd fan; he was a shy, studious kid in boarding school, and he thought he was going to be a civil engineer when he grew up. When it comes to who he thinks of when he hears the word success, it's his father. His father lived a long life and did many things, never sitting idle. I hope you enjoy this conversation.Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Nader:Nader Moghaddam, the President and CEO of Financial Partners Credit UnionNaderm@fpcu.org LinkedIn 

Nov 2020

41 min 32 sec

“Love what you do, and if you don’t love it, find that love.”Thank you for tuning in to episode 98 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today’s show is Debbie Painter, the President and CEO of the Kentucky Credit Union League. Debbie and I talk about leadership and the communication skills it takes to be a good leader in this digital world that we are all living in. We talk about growing up in credit unions and how that swayed Debbie’s career path, and her view of looking at each position as a longer, bigger career instead of just a job. Debbie also shares some hacks for internal candidates looking for a CEO position plus much more on this episode of The CUInsight Experience.Debbie believes that investing in membership, community, and employees are ways credit unions will stay relevant in the future. She shares some counsel on how her team stays connected during the pandemic and how her leadership has evolved with a ‘family-first approach. This has helped the KYCUL team maintain a healthy and positive atmosphere. She also shares her concerns for credit unions in this tough financial environment.Listen as Debbie shares what inspired her to take the position at the league and how that inspiration has grown over the last two years. Debbie says that her faith enables her to make hard decisions, and seeing your position as a job and nor a career is a mistake most people make today. If she hadn’t started as a teller and worked her way up, she says she wouldn’t be where she is today.During the rapid-fire questions, we learn that Debbie thought she would be a secretary when she grew up and the best album of all time is anything by the Bee Gees. When she hears the word success, she thinks of herself because she loves what she does and believes that if you don’t love it, you should keep looking until you find what makes you happy.Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Debbie:Debbie Painter, President and CEO of the Kentucky Credit Union LeagueLinkedIndpainter@kycul.org

Nov 2020

33 min 47 sec

“People don’t really care what you know, they want to know that you care.”Thank you for tuning in to episode 96 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today's show is Mr. Bert J. Hash Jr., the former Presiden and CEO at MECU in Baltimore. Bert is very busy in his retirement and services on many boards and committees in his community and around the world. Bert is on the ACCOSCA Foundation board and active in the DE community in Africa. We talk about leadership, board relations, community involvement, mentoring, and what we can do better as credit unions, and so much more.Bert shares why working with ACCOSCA is so important and what US credit unions can learn from credit unions on the African continent with relevance and maintaining a healthy pace of change in technological advances. Bert also shares the need for credit unions to the ‘unbanked’ and those who can truly benefit from services this community offers. Listen, as Bert discusses the effects of the global pandemic on large groups of members, including people of color and middle class citizens combating systems of financial health inequity. Bert talks about what inspired him to take the position at MECU, the various boards and committees he serves, and how getting involved with these organizations was pivotal to his career. During the rapid-fire questions, we learn that Bert was one of the top three students who would succeed after high school. Bert wanted to work in mathematics but changed his major to business after 6 months of schooling. Giving back has become more important as he's gotten older and material things have gotten less. When Bert has a day off, he and his wife go to their place in Virginia called Serenity to relax and unwind and spend time together. This is a great conversation with an even greater man. Enjoy!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Bert:Bert J. Hash Jr. former President and CEO of MECUBHash47@gmail.com

Oct 2020

48 min 27 sec

“A single leader doesn’t have all the answers.” - Lucy Ito Thank you for tuning in to episode 96 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today’s show is Lucy Ito, the President, and CEO of NASCUS, The National Associate of State Credit Union Supervisors. We talk about credit unions and the relationship with regulators because of Lucy’s interesting seat at the table and perspective on it all. She brings leaders together from both sides and has them at the same table. We talk about leadership lessons learned, staying connected in remote environments, and even Lucy’s quest to make the perfect granola.Lucy shares how her team has maintained and enhanced their camaraderie in the virtual setting and how she has grown as a leader during the pandemic. She also discusses the nuances of leadership and remote onboarding while navigating through changes in credit union regulations in a global crisis. Lucy believes that credit unions have to adjust to consumers’ expectations to stay competitive in financial services. Lucy shares what she will be proud her team has accomplished a year from now.When asked about leadership, Lucy shares what inspired her to take the position at NASCUS and how that inspiration has changed with gained experiences. Lucy believes that she has a collaborative leadership style, but she is also hands-off with her team allowing them to develop their decision-making skills. Lucy loves to cook when she has time to relax and recharge, and she has taken time in the last few months to perfect her granola recipe.We finish up with the rapid-fire questions, and we learn that Lucy wanted to be a Supreme Court Justice when she grew up and listening to NPR every morning keeps her informed. Time with family has become more important, and worrying about what people think has become less. Enjoy my conversation with Lucy Ito!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Lucy:Lucy Ito, the President and CEO of NASCUS lito@nascus.orgwww.nascus.orgLinkedIn

Oct 2020

36 min 37 sec

“Professionals have coaches, amateurs do not.” - DeeDee MyersThank you for tuning in to episode 95 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on this episode is Deedee Myers, Founder, and CEO of DDJ Myers.  We talk about leadership lessons learned, the value of coaching, what it takes to be a good leader. We spend a lot of time making sure that we, as individuals and credit unions, are asking the right questions and the next generation of leaders that will take over when it's time to pass the baton. I hope you enjoy my conversation with Deedee.Deedee shares her knowledge on keeping her team together during the pandemic and how she has grown as a leader during these challenging times. Deedee believes that current leaders need to make sure the next generation of leaders are ready to step up and tackle some of the challenges credit unions face today and potential obscurities that arise in the future. Deedee talks about what inspired her to start DDJ Myers and how that inspiration has developed and transformed over the years. She speaks transparently about the mistakes she made early in her career, and the mentors that have helped her along the way. When Deedee has a day off and wants to get away, she takes her 1997 Defender Landrover out to enjoy the great outdoors.During the rapid-fire questions, we learned that Deedee got kicked out of high school, and actually wanted to be a journalist when she grew up. Looking back over her various life experiences, Deedee is always proud to say; “Yeah, I did it.” Enjoy!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Deedee:Deedee Myers, Founder and CEO of DDJ MyersDMyers@ddjmyers.comddjmyers.com Twitter | LinkedIn

Oct 2020

35 min 4 sec

“There is no requirement to have a formal title to be a leader.” - Larry Sewell Thank you for tuning in to episode 93 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today’s show is Larry Sewell. Larry is the VP of Corporate Partnership and Advocacy at Together Credit Union and the new Board Chair of the African American Credit Union Coalition. We talk about all the stuff going on at AACUC and the work that Larry and his team at Together Credit Union are doing in St. Louis. He came up through the credit union ranks as a trainer and helped build leaders his entire career.Larry shares tips on keeping his team connected with creativity and innovative strategies to stay engaged. Weekly virtual conversations assist with maintaining and increasing morale among staff and board members. Larry also discusses his new role with AACUC organization, their trajectory and the accomplishments he and the rest of the team are most proud of. Listen as Larry speaks about what inspired him to take the position at Together Credit Union and how it has elevated his outlook on leadership and progression. “Reach consensus,” is Larry’s best known phrase and something his team hears him say many times. During the rapid-fire questions, we learned that Larry is a Stevie Wonder fan. He wanted to be a businessman when he grew up, and his grandfather, who adopted him and his brother, is the first person who comes to mind when he hears the word “success”. From playing golf, to spending time with family, and volunteering, Larry enjoys the outdoors and assisting others in his community. Enjoy!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Larry:Larry Sewell, VP of Corporate Partnership and Advocacy at Together Credit Union and Board Chair of the African American Credit Union Coalition (AACUC) lsewell@togethercu.orgwww.togethercu.org LinkedIn | Twitter | Facebook | Instagram www.aacuc.orgTwitter | Facebook | LinkedIn 

Oct 2020

46 min 21 sec

"There's no limit to the ways we can learn." - Shruti MiyashiroThank you for tuning in to episode 93 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance who is transforming data into actionable insight for credit unions from coast to coast. My guest on today's show is Shruti Miyashiro. Shruti is the President and CEO of Orange County's Credit Union. We talk about keeping teams connected in this ever-changing world and maintaining the credit union’s culture, and mission. Shruti explains why creating a culture of growth for employees is important to her and the credit union. We talk about what credit unions need to do to stay relevant with all the disruption going on in financial services.Shruti discusses how she has grown as a leader during the pandemic, some tips on maintaining continuity when leaders on the senior management team retire and why maintaining a growth culture is important to her and her team. Shruti also speaks about what she believes credit unions need to do differently to stay competitive in financial services and what she will be proud her team has accomplished a year from now.In the leadership and life hacks section, we find out what inspired Shruti to take the position of President and CEO of Orange County's Credit Union and how mentors have helped her career. Shruti believes that her leadership style is one of humility and confidence without arrogance, and that title matters is a common myth about leadership that needs to be debunked.Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Shruti: Shruti Miyashiro, President and CEO of Orange County’s Credit Unionsshrutim@orangecountyscu.org www.orangecountyscu.org Facebook | Instagram  

Oct 2020

42 min 43 sec

“It’s hard to learn being right all the time.” - Randy Salser Thank you for tuning in to episode 92 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest today is Randy Salser, the President of NAFCU Services Corporation. Listen as we talk about credit unions, leadership lessons learned, and life. Randy shares some great stuff on remote work, keeping teams connected, moving fast, and failing fast. Randy discusses how his team at NAFCU Services is holding up during this pandemic, how he has grown as a leader while leading through a global health crisis, and the changes he has seen credit unions makeover the last six months. They are having success with virtual conferences, but he is ready for in-person conferences to resume human interaction.In the leadership and life hacks section, we learn what inspired Randy to take the position at NAFCU Services and how the inspiration has changed over the years. Momentum is something his team has heard him say often, and Randy shares that he always could make hard decisions; he thinks he does it better now though. When he has a day off, he hangs out with his kids and travels around in their RV to his son’s laCrosse tournaments.We learned that Randy wanted to be a professional football player as a child during the rapid-fire questions, but in high school, that changed to an archeologist. Exercise and reading have become his daily routines, and time has become more important. I think you will enjoy this conversation. Stay well and enjoy!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Randy:Randy Salser, President of NAFCU Services rsalser@nafcu.org

Sep 2020

33 min 8 sec

“Never let a crisis go wasted.” - Mina Worthington Thank you for tuning in to episode 91 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Randy has Mina Worthington as his guest on the show today. She is the President and CEO of Solarity Credit Union in Yakima, Washington. We talk about digital transformation, the future of credit unions, remote work, what the workplace looks like going forward, and how to keep the credit union culture intact with all the changes. Listen as Mina shares how she keeps her team connected during this crisis, how she has grown as a leader because of it, and the biggest changes at her credit union that she plans on carrying over once the pandemic is over. Mina also discusses how she maintains the credit union culture with everyone working remotely and what she will be most proud to have accomplished a year from now.Additionally, Mina discusses why she took the position as President and CEO of Solarity, how the inspiration has changed, and some tips for new CEOs dealing with uncertainty. Mina also speaks about some leadership myths she wants to debunk and that she loves to spend time with her family, boating, or traveling when she has time away from the office.In the rapid-fire questions section, we learned that Mina wanted to be a graphic designer when she grew up, she was a slacker and partier in high school, and that she loves Guns & Roses as much as I do. When she hears the word success, she thinks of her husband because of everything he has accomplished. This was a fun conversation you don't want to miss. Enjoy!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Mina:Mina Worthington, President and CEO of Solarity Credit Unionmworthington@solaritycu.orgwww.solaritycu.orgLinkedIn | Twitter | Facebook | Instagram 

Sep 2020

31 min 52 sec

“Connecting the mission to everyone is what we should be doing.” - Victor Corro Thank you for tuning in to episode 90 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest today is Victor Corro, President and CEO of Coopera and one of the CU DEI Collective founding members. We talk a ton about credit unions and their challenges with all the disruption going on, why diversity, equity, and inclusion are so important, and how credit unions can be the leader in this space. Victor also shared his path to where he is today and the leadership lessons he's picked up along the way, plus much more on this episode of the show.Victor discusses why diversity, equity, and inclusion are important across the board, not just in credit unions, and how the DEI Collective got started. He also speaks about how important it is to have a strategic plan at the C-Suite level to bring diversity into their hiring practices, the changes he has seen in credit unions since the start of the pandemic, and what he will be most proud to have accomplished a year from now.In the leadership portion, Victor shares what inspired him to take the position and Coopera, the years it took him to cultivate the ability to make hard decisions and a mistake he made early in his career. Travel is how Victor recharges, and to date, he has been to 90 countries. I’m 40 behind him. Need to get traveling again to catch-upIn the rapid-fire questions, we learned that Victor learned to speak English from U2's Joshua Tree album, and his most memorable trouble was when he parked his dad's jeep on the beach during low tide and found it floating during high tide. I enjoyed this conversation and hope you do as well.Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, StitcherBooks mentioned on The CUInsight Experience podcast: Book List How to find Victor:Victor Corro, President and CEO of Cooperavictor.corro@cooperaconsulting.comwww.cooperaconsulting.comLinkedIn | Twitter | Facebook 

Sep 2020

40 min 42 sec

“Don’t give up, put it out there and be deliberate in what you want in life.” - Kathryn DavisThank you for tuning in to episode 89 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest on this episode is Kathryn Davis. Kathryn is the President and CEO of Valley First Credit Union in California. We talk about Kathryn’s path to her current position as President and CEO, and I appreciated her willingness to talk about the struggles she had getting there. Kathryn shares some advice for others who are trying to move into the C-Suite and some advice for people who are doing the hiring. Kathryn shares the leadership lessons she has learned on her journey. She talks about changes she has seen during the pandemic, and what she believes credit unions need to do to stay relevant going forward. Listen as Kathryn shares why she took the position at Valley First Credit Union and how the inspiration has changed with time on the job. She speaks about how she cultivated the ability to make hard decisions, some myths about being a leader, and her mistakes on her journey to the top.We wrap it up with rapid-fire questions and learn that Van Morrison is Kathryn’s favorite artist. She wanted to be a news anchor when she grew up before she got into credit unions, and spending time with her family is what she loves to do when she has time off. Kathryn’s final words were, “Don’t give up, put it out there and be deliberate in what you want in life.” I couldn’t have said it better, enjoy!Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Kathryn:Kathryn Davis, President and CEO of Valley First Credit Unionkdavis@valleyfirstcu.orgwww.valleyfirstcu.orgLinkedIn | Facebook

Sep 2020

39 min

“Lead with principles first and then get out of people's way.” - Brian Schools Thank you for tuning in to episode 88 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest on today's episode is Brian Schools. Brian is the President and CEO of Chartway Federal Credit Union and is someone I have been looking forward to having on the show. We talked about Chartway’s foundation and how it is one with the credit union and the importance of giving back to the communities they serve. We spoke a lot about the culture and building a team that represents the credit union's values and mission and the work that had to be done over the years to get to where they are able to execute on that during these interesting times.Listen in as Brian speaks about the "We Promise Foundation" what it does and who it helps. He also discusses how they have built their culture over the last five years and how that has helped them during this pandemic. Brian believes that the way members are interacting with credit unions now will be the norm going forward, and talks about what credit unions need to do to stay relevant with all the disruption in the financial services sector.Brian discusses why he took the position as CEO at Chartway and how the inspiration has changed over the years. He always could make hard decisions, but now he knows how to make them better, and he debunks some myths about being a good leader.During the rapid-fire questions portion of the show, we learn that Brian wanted to be a pilot in the Air Force when he grew up, enjoying the ride has become more important to him as he's gotten older and his dad is the first person who comes to mind when he hears the word success. Be well and be kind are the words that Brian leaves us with, and I’ll add be safe. Enjoy!Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Brian:Brian Schools, President/CEO of Chartway FCUbtschools@chartway.comwww.chartway.comLinkedIn | Twitter | Facebook 

Aug 2020

37 min 50 sec

“It’s about growing and learning, and taking every opportunity that you’re afforded.” - Christina O’BrienThank you for tuning in to episode 87 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Over the last few months, credit unions have had to adapt to new ways of interacting with their members. On this week’s episode, I’m talking with Christina O’Brien, President and CEO of Robins Financial Credit Union in Georgia, about how her team has “weathered the storm” and why the pandemic has changed the way members will interact with credit unions in the future. Christina is having a great first year as President and CEO, despite having to deal with a global pandemic. Listen as she shares how she got her start in credit unions, how she’s grown as a leader during the pandemic, and what she believes credit unions need to change to stay relevant in the financial services industry. She also shares her thoughts on why credit unions can’t be afraid to change how they do business.In the leadership and life hacks' portion of the show, Christina and I talk about her leadership style, how it has changed over the years, and what her process is for making difficult decisions. We discuss a common myth about leadership, mistakes young leaders make, and building a good team. We also learn that when Christina has a day off, she likes to unplug with her family in a boat in the middle of a lake or work on one of her many DIY home-improvement projects.Through the rapid-fire questions, we learn that Christina wanted to be an attorney when she grew up, and that Dr. Seuss’ Oh, the Places You’ll Go! is her go-to book to give to anyone graduating high school or college. We also learn that she never seems to sing the right words to songs. Christina's final thoughts are to go for it and never turn down an opportunity given to you. This conversation was a ton of fun. Enjoy! Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Joanne:Christina O’Brien, President and CEO of Robins Financial Credit Unionwww.robinsfcu.orgFacebook | Instagram | LinkedIn

Aug 2020

30 min 41 sec

“Save people money, increase their buying power, and enhance their lives.” - Ken CahoonThank you for tuning in to episode 86 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.With more and more members opting to forgo the traditional branch experience, credit unions must be strategic in their efforts to provide great member service going forward. To learn more about how credit unions are tackling this complex issue and more, I’m sitting down with Ken Cahoon, President and CEO of Democracy Federal Credit Union in Alexandria, Virginia. Ken and I talk about many of the changes Ken has seen in credit unions and what he thinks we all need to do to stay relevant in this disruptive time, both from a member service and employee standpoint.While relatively new to the CEO position, Ken and I talk about the struggles of leading through a crisis and what he believes is the best way to keep everyone calm and focused. Ken shares some of the work he and his team are doing to overcome many of the challenges their members are facing. We also discuss the need for credit union’s to think more holistically about their members from a financial counselor’s perspective. Ken and I also discuss how he got to the CEO chair and what he has learned from each step along the way. He talks about why he took the position at Democracy Federal Credit Union, the phrase his team hears him say all the time, and some of the mistakes he's made along the way. He also shares an important life lesson that he learned from his father that has stuck with him to this day.In the rapid-fire section of the show, we find out that Ken was an NFL player for a day, that he wanted to be a lawyer when he grew up, and that his dad is the first person who comes to mind when he hears the word success. Ken has a passion for his credit union and it really comes through during this conversation. Enjoy! Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Ken:Ken Cahoon, President and CEO of Democracy Federal Credit Union kcahoon@democracyfcu.orgwww.democracyfcu.orgFacebook | Twitter | LinkedIn | Instagram

Aug 2020

45 min 56 sec

“Education is really the most powerful thing behind change.” - Joanne ToddThank you for tuning in to episode 85 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Credit union leaders can learn a lot about navigating difficulty from the amazing work being done at the international level for our movement. On this week’s episode, I’m sitting down with Joanne Todd, President and CEO of the Northeast Family Federal Credit Union in Connecticut, to learn more about the importance of development work and how it has benefitted her credit union and the community they serve.During the episode, Joanne tells us about her time working with credit unions and nonprofits in Trinidad and Tobago, Uzbekistan, Kenya, and more. We also talk about how those experiences helped to inform the work she and her team are doing to ensure their small credit union survives and thrives in this new “normal”. We also learn about the work her credit union is doing to deepen their outreach efforts to underserved communities. Joanne and I also talk about how she got her start in credit unions at a very young age. Joanne shares what inspired her to take the position at Northeast Family Federal Credit Union, how she learned to make hard decisions, and why it’s important to have the courage to change the things that need to be changed. We also learn that Joanne loves to travel and go to flea markets when she has a day off and wants to recharge.In the rapid-fire section of the show, we find out that Joanne wanted to be an engineer before she began her career with credit unions. She shares that she got into memorable trouble in high school by skipping school with her then boyfriend, now husband. She also shares that her mother and grandmother are the two people she thinks of when she hears the word success. I thoroughly enjoyed this conversation with Joanne! Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Joanne:Joanne Todd, President and CEO of Northeast Family Credit Unionjoanne@nefamily.coopwww.nefamily.coopFacebook | Twitter | LinkedIn 

Aug 2020

41 min 24 sec

“We’ve got to collaborate as an industry to be able to innovate.” - Chuck PurvisThank you for tuning in to episode 84 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.The credit union industry is headed into an exciting period of innovation and digital transformation. As such, I’m chatting with Chuck Purvis, President and CEO of Coastal Credit Union in North Carolina, on this week’s episode about what credit unions can and should do to stay relevant, grow, and prosper in the coming years. Chuck and I also talk about the challenges he and his team at Coastal have had to overcome these last few months. During the episode, Chuck and I discuss shifts in member service and the long-term implications, as well as the need for credit unions to collaborate as an industry on new and innovative digital platforms. Chuck also shares what he feels needs to change to keep credit unions relevant from now on and how he’s grown as a leader through this crisis. In the leadership and life hacks portion of the show, Chuck and I talk about some of the leadership lessons he’s picked up along the way, as well as what he’s learned from a few of the setbacks. We discuss his path to Coastal, what it took to build a phenomenal executive team, and how the inspiration has changed over the years. He shares that “Git ‘er done” is his favorite saying, that leaders aren’t always the smartest people in the room, and that when he has a day off he loves to be at his lake house or on the water relaxing. We finish up with the rapid-fire questions and find out that Chuck wanted to be an architect when he was young. He also loves any song by Rascal Flatts. He also shares that spending quality time with his family at the lake house has become more important, while things, stuff, and trips have become less. Chuck shares some very insightful final thoughts that you don't want to miss! Enjoy! Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Chuck:Chuck Purvis, President and CEO of Coastal Credit Unioncpurvis@coastal24.comwww.coastal24.comFacebook | LinkedIn | Twitter | Instagram

Jul 2020

48 min 8 sec

“When you see a problem, you need to find a solution.” - Brian BranchThank you for tuning in to episode 83 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Across the globe, credit unions have stepped up to serve their members and communities throughout this pandemic. On this week’s show, I’m talking with Brian Branch, President and CEO of the World Council of Credit Unions or WOCCU, about the leadership role credit unions have to make changes both in the U.S. and around the world going forward. Brian and I also discuss some of the success stories he’s seeing on the global stage. During the episode, Brian and I also discuss some of the struggles we’ll all likely feel from a global recession. He shares how his team is adapting to further engage with the global credit union community and keep conversations going. Brian also shares his thoughts on why US credit unions must be active in the global credit union community, and why he believes our current crisis is an opportunity for credit unions to build loyalty and grow their membership. In the leadership and life hacks portion of the show, we learn about Brian’s 30-year tenure with WOCCU and how the inspiration has changed with time on the job. He tells us about developing the ability to make difficult decisions, how mentors have helped shape his career, and what people can do to get involved with WOCCU. Brian also shares a big win from early in his career with WOCCU when he helped change the credit union model in Latin America.We learn in the rapid-fire section that Brian wanted to be a paleontologist when he grew up. We also find out that a trip to Mexico in high school inspired Brian’s love of traveling. Brain shares that he loves riding his bike or walking when he has a day off and that his favorite album of all time is Sticky Fingers by The Rolling Stones. If you have ever wondered about the global credit union community, this is an episode you don’t want to miss.Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Brian:Brian Branch, President and CEO of WOCCUbbranch@woccu.orgwww.woccu.orgFacebook | LinkedIn | Twitter | Instagram | YouTube

Jul 2020

32 min 9 sec

“If you want to know your community, you have to represent your community.” - Jill Nowacki Thank you for tuning in to episode 82 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Over the last few months, human capital, remote work, and efforts surrounding diversity, equity, and inclusion have been front and center for credit unions across the country. To learn more about the important conversations and work being done in these areas, I’m sitting down with a regular guest of the show, Jill Nowacki. Jill is the Founder and CEO of Humanidei, a human capital firm serving credit unions, and also my human.During the episode, Jill and I discuss the well-being of credit union employees and members, and how the pandemic has amplified many of the problems individuals and families are facing. We also talk about the need for credit unions to expand the economic capacity of their communities going forward, why credit unions must be willing to take a meaningful stand, and Jill’s hopes for the credit union movement over the next year. Additionally, we also learn about Jill’s passion for credit unions and how the work she’s done over the last year has positioned her to help credit unions navigate our current work environment. We also talk about courageous leadership and taking risks, in which Jill shares an apt Chinese Proverb - “The best time to plant a tree was twenty years ago; the second-best time is now”. We also talk about some leadership myths, the need for mentors and networks to help us feel normal during this crazy time, and how Jill is balancing being a CEO, teacher, and summer camp counselor.  We wrap up the show with some revamped rapid-fire questions that I made just for Jill, since she has been on the show a few times already. Jill shares that if she wasn’t working in human capital or with credit unions, she would be a novelist. She also tells us about some of her new daily routines, her current favorite song, and the book she thinks everyone should read. Jill gives us a lot to think about in this episode. Be sure to give it a listen! 

Jul 2020

42 min 43 sec

“Go slow in making long-term decisions that are hard to unwind.” - Mark Alguard Thank you for tuning in to episode 81 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.When it comes to the future of member service, the role of traditional branches and headquarters, as well as workspaces in general, has begun to shift. On this week’s episode, I sat down with Mark Alguard, President and Director of Client Strategy at Momentum, to learn more about how the global pandemic and trends around remote work are transforming the way credit unions will likely look and operate in the future. Mark and I chat about many of the facilities challenges credit unions are currently facing, as well as the short and long-term trends in planning, designing, and building. We also discuss effective strategies to drive technology solutions, the need to think deeper about the branch as an experience, and how member’s expectations of credit unions are changing. Mark also shares his thoughts on how credit unions can remain competitive despite so much disruption. In the leadership and life hacks portion of the show, Mark shares what inspired him to take the job and how that inspiration has changed over the course of the last year. We talk about the need to practice making difficult decisions, developing friendships with your team, and why it’s important for young leaders to be vulnerable. We also learn about his passion for high altitude hiking and how it helps him recharge after a long week at the office. As always, we wrap up with the rapid-fire section of the show. Mark shares that he was a bit of an underachiever in high school, but that it didn’t stop him from reaching his dream of becoming a businessman. He also tells us about his favorite book by Charles Dickens, why he thinks it’s important to spend time with family, and the TV personality/gardener he thinks of when he hears the word success. There’s a lot of great stuff in this conversation that you won’t want to miss. Enjoy!Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Mark:Mark Alguard, President and Director of Client Strategy at Momentummalguard@momentumbuilds.comhwww.momentumbuilds.com/LinkedIn | Facebook | Twitter

Jul 2020

36 min 36 sec

“The best decisions are made when you include others in your processing.” - Monica DavyThank you for tuning in to episode 80 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Over the last few months, there have been many important conversations in the credit union industry about the diverse needs of credit union members and employees. At the center of many of those conversations is Monica Davy, Director of the Office of Minority and Women Inclusion at the NCUA. I had the pleasure of sitting down with Monica on this week’s episode to learn more about the work she and her team have been doing over the last four years at the NCUA, and how that work has uniquely positioned them to lead the diversity, equity, and inclusion conversation through not only a global pandemic, but also the death of George Floyd and the resulting social protests. Monica and I discuss organizational issues facing DEI, and some tactics that credit union leaders can use to ensure accountability from the top-down. We also chat about best practices for creating inclusive opportunities and safe spaces; the responsibility credit unions have to address issues of racial inequality in their communities; and the need to infuse diverse, innovative thinking into credit union board rooms. In the leadership and life hacks portion of our conversation, we learn about Monica’s time at the Internal Revenue Service, her transition to the NCUA, and what she finds most fulfilling about her current role. Monica and I also talk about the difference between mentors and sponsors, overcoming self-doubt, and the neighborhood dance parties she’s put on during quarantine. We discuss how spending time with her family has become more important, and having a clean house has become less. Monica also tells us about her son’s resilience and perseverance through various medical issues and why he is the first person she thinks of when she hears the word success. Monica outlines so many ideas and actionable steps for credit union throughout the episode that you won’t want to miss. Give it a listen! Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Monica:monicadavy@ncua.gov www.ncua.govLinkedIn | Facebook | Twitter

Jul 2020

44 min 16 sec

“Time, experience, and a willingness to learn, that’s the bridge from here to where you’re trying to go.” - James WilemanThank you for tuning in to episode 79 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Credit unions across the country have been extremely agile over the last few months in responding to various service challenges and a whole host of other difficulties. In chatting with James Wileman, President and CEO of Credit Union 1 in Alaska and this week’s podcast guest, I’ve gained some perspective into how he and his team have fast-tracked essential projects that typically would have taken them 6 months in 6 days. We also discuss the work they’re doing to better serve their members and the state of Alaska now and going forward. In expanding services to meet members' needs, James and I discuss the partnerships their credit union has formed with state-led agencies to provide relief to small businesses in the communities they serve. James also shares his belief that credit unions must be proactive in finding new opportunities to serve their members, as well as discusses pivoting their long-term service strategy to better accommodate members in this new normal. During the episode, we also discuss how James came to lead the team at Credit Union 1, what he's learned from hardship in his career, and why you shouldn't “carry the boat anchor for longer than you need to”. James also tells us about the amazing team he has at Credit Union 1, as well as the network of peers and mentors who have helped guide him over the years. While James admits that he sucks at work-life balance, we learn that he loves to go camping with his family to recharge. He also shares that he’s always wanted to go to space, loves the L.A. Lakers, and encourages everyone to read books by professional athletes and coaches to learn more about teamwork. I hope you find some life lessons that resonate with you in this episode. Enjoy!Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find James:James Wilemanwww.cu1.orgLinkedIn | Facebook | Instagram 

Jun 2020

45 min 50 sec

“We’re here for one purpose, and that’s to serve our members, serve one another well, and to serve our communities.” - Marsha MajorsThank you for tuning in to episode 78 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.In today’s environment of remote work and social change, what is your credit union doing to ensure your members and employees feel welcome, heard, and well taken care of? On this week’s show, I’m sitting down with Marsha Majors, President and CEO of US Eagle Federal Credit Union in New Mexico, to learn more about how she’s leading her credit union through not only this global pandemic, but also George Floyd’s death and the social upheaval that has followed in communities across the country. To that end, we discuss how important it has been for Marsh to continually communicate and reiterate the vision and values of US Eagle Federal Credit Union to her team and members through it all. Marsha also talks about the need to build trust and educate members in this new environment to help them feel safe and ensure a smooth transition to more efficient services channels. We also chat about why she thinks credit unions must be better about advocating for themselves going forward. Also in the episode, Marsha and I discuss how she’s using her position as President and CEO to inspire and mentor young girls and women, and why she chooses to lead by example. Additionally, she shares her useful methodology for making difficult decisions, discusses the mistakes she sees young leaders making today, and details some of the ways her mentors have helped her in her career and how she is paying it forward by mentoring the young people of her community. In the final portion of our conversation, we learned that Marsha wanted to be a teacher when she was growing up and likes to listen to mellow music. She shares that the COVID-19 crisis has really forced her to stop and smell the roses, and appreciate the people in her life. I hope you enjoy this fantastic conversation! Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Marsha:Marsha MajorsMMajors@useagle.orgwww.useagle.orgMarsha MajorsLinkedIn | Facebook | Twitter 

Jun 2020

37 min 6 sec

“We go where the banks can’t and won’t, and we should own that.” - Cathie MahonThank you for tuning in to episode 77 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.For many low and moderate-income families across the country, Community Development Credit Unions (CDCUs) have been a vital support system throughout the COVID-19 crisis and resulting recession. On this week’s episode, Cathie Mahon, President and CEO of Inclusiv, and I dig into the importance of Community Development Credit Unions from coast to coast, as well as discuss the amazing work Inclusiv is doing to support these credit unions and their members now and going forward. During our conversation, Cathie and I talk about many of the challenges and fragile dynamics that come with serving low-income households. She shares some of the incredible ways CDCUs have responded during the crisis to ensure their members have access to their funds and accounts. We also discuss why credit unions need to be more aggressive in reaching out to and serving unbanked individuals, and how this crisis is helping Inclusiv to build and maintain a more robust network of credit unions. From there, Cathie and I chat at length about why she took the position at Inclusiv, how the inspiration has changed over the years, and why “perfect is the enemy of the good”. We also talk about building trust as a leader, what she’s learned from her mentors, and some of the things she does to unwind. During the show’s rapid-fire section, we learn that Cathie was a bit of a troublemaker in high school and that she wanted to be a journalist when she grew up. She also shares some of her favorite books, including one she recently finished, and explains why Bill Clinton is the first person to come to mind when she hears the word success.It was a blast getting to know Cathie better, and I hope to be able to cross paths with her again soon so we can continue this great conversation. Enjoy!Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Cathie:Cathie Mahoncathie.mahon@inclusiv.org https://www.inclusiv.orgFacebook | Twitter | LinkedIn

Jun 2020

42 min 32 sec

“Focus on what matters, where it matters, and where you can make the most impact.” - James SchenckThank you for tuning in to episode 76 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.While many credit unions contemplate the future of service for their members, PenFed Credit Union has been able to leverage their remote infrastructure to thrive in an otherwise chaotic environment. On this week’s episode, I’m sitting down with James Schenck, President and CEO of PenFed Credit Union, to learn more about his team’s strategic approach to digital service; how that has prepared the PenFed team to face hurricanes, blizzards, and even pandemics; and why credit unions are perfectly positioned to serve Main Street America. During our discussion, James and I discuss how his team has seamlessly transitioned to remote work since the start of COVID-19. We also talk about James’ recent article in Forbes about effectively communicating with your team. James also shares his thoughts on the future of credit unions, playing the long-game, and giving back to the community. In the leadership and life hacks section, James and I discuss his transition from a military career as a helicopter pilot to President and CEO of the largest credit union. We chat about how the inspiration has changed since he started, the need to be empathetic and listen, his father’s advice to lift books not weights, and more. He also shares that he yells "I Love Working Here!" at the start and end of his work day. We close out the episode with some fun, rapid-fire questions about James’ personal life. We learn that he used to work a multitude of jobs in high school, earned his pilot licence at the age of 17, and that he is energized by being around people. This was a great conversation that I’m sure you’ll enjoy! Be sure to hit play and give it a listen. Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find James:James Schenck, President and CEO of PenFed Credit Unionjames.schenck@penfed.org https://www.penfed.orghttps://penfedfoundation.orgFacebook | Twitter | LinkedIn

Jun 2020

42 min 30 sec

“Life is too short to be somewhere where you’re not 100% all in.” - Mary Beth SpuckThank you for tuning in to episode 75 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.While credit unions remain focused on safely providing much-needed services for their members, many leaders are beginning to think about how they can adapt their credit union to our rapidly changing world. On this week’s episode, I’m chatting with Mary Beth Spuck, President and CEO of Resource One Credit Union in Dallas, Texas, about some of the opportunities and service options that she and her team are thinking through, including an intriguing subscription-based fee model. Mary Beth and I discuss how she is putting her experience with the NCUF’s DE Program to good use helping her team think more holistically about their members, service channels, and cooperatives in general during this time. We also explore Mary Beth’s thoughts about member interactions post-COVID, potential changes to our current financial model, and her credit union’s above-and-beyond approach to service. In discussing her professional life, Mary Beth and I chat about why she took the position at Resource One Credit Union and how the inspiration has changed over the years. She reminds us to be authentic to ourselves, and shares how her network of mentors have helped her throughout her career. Mary Beth and I also talk about her new found love for biking when she has a day off and needs to recharge.During the rapid-fire questions portion of the show, Mary Beth tells us about a time she went  “hooky-bobbing” with a friend as a child. We also learn that she wanted to be a translator when she grew up, that she views her grandmother as the epitome of success, and that she’s trying to spend more time by the pool these days. This conversation was a blast for me! I hope you enjoy it! Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Mary Beth:Mary Beth Spuck, President and CEO of Resource One Credit Unionmarybeth.spuck@r1cu.orgwww.r1cu.orgFacebook | LinkedIn

May 2020

38 min 3 sec