CU Succeed with Veridian is a podcast dedicated to all things financial services. It features in-depth interviews with employees, financial education, product and service spotlights, and everything in between. We are here to help you achieve all your financial goals.
On this episode of CU Succeed, we were pleased to catch up with our President and CEO, Renee Christoffer. She celebrated many accomplishments that Veridian achieved this year to include highlighting several new products and services that we launched as well as discussing several awards we received. Episode recorded 12/8/2022.
On this episode of CU Succeed, we continue our gratitude during the holiday season by chatting with VP of the Member Contact Center, Christi Hulme and VP of Payment Systems, Kelly Mangrich. They share what they are thankful for when it comes to our staff, board of directors and Veridian as our employer. Episode recorded: 11/28/2022
On this episode of CU Succeed, we kick off Thanksgiving week by chatting with Senior VP of Retail, Mark Koppedryer and VP of Technology Services, Molly Schmidt. They share what they are thankful for when it comes to our staff, board of directors and Veridian as our employer. Episode recorded: 10/10/2022
On this episode of CU Succeed we sit down with Ivana Mijatovic, the Branch Manager of the new Waterloo Kimball Branch that opened October 17, 2022. She shares what services are available at the new branch and how this location will better serve the members of our former Martin Plaza location. Episode recorded 9/28/2022.
On this episode of CU Succeed, we welcomed back Kim Fettkether, Veridian's Advocacy Officer, to discuss the upcoming election. She shares the importance of voting in the upcoming election and the resources available to help you prepare as a supporter and advocate for credit unions. Episode recorded 9/19/2022.
On this episode of CU Succeed, we chat with Andrea Hudnut, a Public Relations Strategist, about the structure of credit unions and how it makes us unique. We also discuss plans for International Credit Union Day on October 20. To learn more visit veridiancu.org/icuday. Episode recorded 9/12/2022.
On this episode of CU Succeed, we chat with Josh Boyce, Commercial Loan Officer, and Faith Smythe, Commercial Services Specialist. They discuss what products and services we offer to our business members and borrowers and how their product line-up is designed to meet the needs of our commercial members, big and small. Episode recorded 9/2/2022.
On this episode of CU Succeed, we chat with Alan Stalnaker, Member Contact Center Manager, and Stephanie Mangin, Outbound and Electronic Relations Manager. They share how their departments have evolved over time and ways their teams can assist members from the comfort of their own home, in addition to the many self-service options we have. Episode recorded 8/15/2022.
Join us as we sit down with Veridian's Chief Information Officer, Brett Engstrom. He shares about his credit union experience and some of his favorite memories. Episode recorded 5/19/2022.
On this episode of CU Succeed, we welcome Shelly Carrasco, Manager of Financial Services, and Sara Schaefer, a Member Contact Center Team Leader, to talk about Certificates of Deposit (CD's). CD's are a conservative alternative to investments and often times provide a higher yield than traditional savings accounts. Join us to learn how CD's work and ways they could help provide a boost in your retirement goals. Episode recorded 7/25/2022.
August is here, which means schools will be back in session soon. On this episode of CU Succeed, we welcome back Dora Sedeno who shares some tips on how to financially prepare for all the back to school expenses. Planning ahead and taking advantage of any tax free exemptions are just a few small tips. Iowa's tax free weekend is August 5-6, 2022. Episode recorded 5/20/2022.
On this episode of CU Succeed, we welcomed back Alexandra Hamilton to talk about student loans and repayment options. Knowing how to manage your student loans is important for your long-term financial health. Alex shares some tips on how to responsibly pay off your student loan debt and how to fit it into your budget . Episode recorded 5.3.22.
On this episode of CU Succeed, we chat with Gina Mathern, Manager of Digital Banking, about the convenience that our online and mobile banking provides to our members. She shares many features, some of which you may already know and love. We make banking from anywhere easy with our mobile app. Deposit a check, turn off your debit card, set up travel notifications and so much more! Episode recorded 5/19/2022.
On this episode of CU Succeed we sit down with Alex Ablan, the Branch Manager of the Omaha Dodge Branch that will be opening soon. He shares what services you can expect at the new branch and how this helps us expand our footprint in the Omaha-Council Bluffs area. Episode recorded 4/22/2022.
June is National Homeownership Month. On this episode we welcomed back LeKeisha Veasley to talk about the financial impacts of homeownership. She shares some benefits of homeownership, how to overcome barriers and how Veridian can help. Episode recorded 5.4.22.
Our Learning and Development team plays a crucial role in everything our organization does. On this episode we chat with Sarah McGovern, our Manager of Learning and Development. She shares how her team keeps us informed and prepares our staff to provide great member service. Episode recorded 4.1.22
In this episode we talk with DJ Cotton, Brandon Leonard and Sheldon Stiefel, three of our Ann Dolan Award Winners from 2021. They talk about their definition of exceeding expectations and share their stories that they were nominated for. Help us celebrate them and all of our staff who do great things every day. Episode recorded 4.6.22.
April is Financial Literacy Month. On this episode of CU Succeed we chat with Alexandra Hamilton about how to stop overspending. She talks about what may trigger overspending and how to switch your behaviors to better manage your money. Episode recorded 3/29/22.
April is Financial Literacy Month. On this episode of CU Succeed we chat with LeKeisha Veasley about Net Worth. She explains what net worth is, how it is figured, and why it is important for you to know .  Episode recorded 3/29/22.
On our second installment for Women's History Month, we caught up with Lynn Gilbertson and Susie Merchant, who will both celebrate 34 years with Veridian in 2022 . We talk about their employment history and how products and services have evolved in the financial industry in that time. Episode recorded 3/7/22.
On this episode we sit down with Deb Campbell, a Loan Advisor in Ankeny, who has been with the credit union for over 37 years. We talk about her employment history and how products and services have evolved in the financial industry in that time. Episode recorded 2/16/22.
March is National Credit Education Month. Join us as we talk about all things credit with Dora Sedeno, Community Inclusion Coordinator. We discuss the differences between no credit and bad credit, soft credit pulls and hard credit pulls, and so much more. Episode recorded: 2/15/22
Join us as we sit down with Veridian's Chief People Officer - Shawna Matz. She shares about her credit union experience and some of her favorite memories. Episode recorded 2.3.2022.
On this weeks episode of CU Succeed we are chatting with Dylan Armstrong from Veridian Insurance. He breaks down some common insurance terms and gives us a few pointers to keep our homes safe over the winter months. To learn more visit us at veridiancu.org/insurance. Episode recorded: 12/7/2021
Join us as we wrap up the year with Dora Sedeno, Community Inclusion Coordinator. We discuss what to keep in mind regarding your budget, holiday spending and so much more. . Episode recorded: 11/12/21
Join us as we sit down with Veridian's Chief Financial Officer, Keith Mesch. He will celebrate 20 years with Veridian on 3/1/22 and shares about his credit union experience and some of his favorite memories. Episode recorded 11/3/2021.
Join us as we chat with Kara Van Wert, Senior Vice President of Lending, about refinancing. She shares what to know and things to keep in mind if you are in the market to refinance your house, vehicle, credit card and so much more! Episode recorded 10/21/2021.
Join us as we chat with Seth Koenen, Mortgage Lending Servicing Supervisor, about escrow accounts. He shares what to expect with your yearly mortgage escrow analysis and what could cause an escrow shortage or surplus. Episode recorded 9/28/2021.
On this episode of CU Succeed, we chat with Cynthia Buettner, a member of Veridian's Board of Directors and our current board chair, about the structure of credit unions and how it makes us unique. We also discuss plans for International Credit Union Day on October 21. To learn more visit veridiancu.org/icuday. Episode recorded 10/4/2021.
Join us as we chat with Trina Becker, Manager of Fraud and Disputes, about how to be vigilant to prevent fraud from occurring on your account. She shares helpful tips, tricks and things to look out for to protect yourself from being susceptible to fraud. Episode recorded 9/9/2021.
In this episode we talk with Jeff Boyer and Marquis Stephens, two of our Ann Dolan Award Winners from 2020. They talk about their definition of exceeding expectations and share their stories that they were nominated for. Help us celebrate them and all of our staff who do great things every day. Episode recorded 8.23.21.
In this episode we talk with Brett Kass and Maria Schwartz, two of our Ann Dolan Award Winners from 2020. They talk about their definition of exceeding expectations and share their stories that they were nominated for. Help us celebrate them and all of our staff who do great things every day. Episode recorded 8.18.21.
Join us as we chat with Shawna Matz, Chief People Officer, and Angela Weekley, Manager of Community Inclusion, about our Diversity, Equity and Inclusion initiatives at Veridian. To learn more visit veridiancu.org/inclusion. Episode recorded 7/27/2021.
On this episode of CU Succeed, we sit down with Julie Gage, Public Relations Strategist, to talk about how Veridian gives back to the communities we serve. We also discuss what measures we took during 2020-21 to help during the Coronavirus pandemic. Episode recorded: 7/14/21.
Join us as we sit down with Veridian's Chief Operating Officer, Doug Gilbertson. He will celebrate 35 years with Veridian on 7/31/21 and shares about his credit union experience and some of his favorite memories. Episode recorded 6/29/2021.
On this episode of CU Succeed, we sit down with Shawna Matz, Chief People Officer, and Betsy Meehan, VP of Talent Development, to talk about Veridian's work culture and what sets us apart from other employers. Learn about our current openings at veridiancu.org/careers. Episode recorded: 6/22/2021.
On this episode of CU Succeed we sit down with Brandon Schares, the Branch Manager of the Ankeny Georgetown Branch that will be opening soon. He shares what services you can expect at the new branch, including our new biometric entry Safe Deposit Boxes. Episode recorded 5/26/2021.
On this episode of CU Succeed, we chat with Betty Andrews from the NAACP and Angela Weekley, Manager of Community Inclusion at Veridian, They share the history of Juneteenth and the importance of the holiday for all Americans. Episode recorded 5/25/2021.
Join us as we take an in depth look at Credit Central with Josh Boyce, Member Relations Advisor. We will take a look at all the features available through credit central to help you navigate your credit score and so much more. Not enrolled yet? Sign up today in your online/mobile banking to unlock all of these great features. Episode recorded 5/11/21.
In this episode of CU Succeed, Chief Information Officer, Brett Engstrom, joins us to talk about the evolving technology in the financial industry. Learn about mobile wallets, P2P payments, security features on our cards and how to keep your information secure. Episode recorded 4/13/2021.
We continue our coverage of Financial Literacy Month. LeKeisha Veasley joins us to share some tips to help you obtain financial freedom. Are you interested in talking with Keisha or one of her co-workers about your financial goals? Visit veridiancu.org/education and fill out the form and a member of the team will reach out! Episode recorded: 3/26/2021
April is Financial Literacy Month. Alexandra Stewart joins us to talk about things you can do with kids from a young age all the way up to teenagers to help them prepare to be successful with their finances as they enter adulthood. Episode recorded: 3/24/2021.
On this weeks episode of CU Succeed we are chatting with Jason Koch from Veridian Insurance about the different business insurance products we offer. To learn more visit us at veridiancu.org/insurance. Episode recorded: 2/17/2021
On Part 2 of our Women's History Month series, we sit down with Rhonda Hayes and Lisa Kramer, who both have been with the credit union for 40 years. We talk about their employment history and how products and services have evolved in the financial industry during that time. Episode Recorded 11/12/20.
On this episode we sit down with Mary Jean Cochran and Karla Caffrey who both have been with the credit union for over 40 years. We talk about their employment history and how products and services have evolved in the financial industry in that time. Episode recorded 11/12/20.
On this episode Chris McGovern, Manager of Mortgage Lending, joins us to talk about things to know when buying a home and what one can expect during the mortgage process. Be ready for the spring shopping season with these helpful tips! Episode recorded 9.2.20
In this episode, Alexandra Stewart helps us break down the differences in running your card with a PIN (debit) and signing for the purchase (credit). Episode recorded 10/28/2020.
In this episode we chat with Justin Dams, the Vice President of Wealth Management and Trust Liaison Officer with Veridian Investment and Trust Services. Join us as we learn learn about the services they offer and how they can help you create a successful financial future. Episode recorded 1.7.2021.Veridian Investment & Trust Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
Join us as we kick off 2021 with Keisha Veasley to learn about spending plans and budgets to get you ready for the year ahead. Episode recorded: 10/20/2020
In this episode we sit down with Alexandra Stewart to talk about credit scores. Episode recorded 10/28/2020.
On this episode we talk with Kara Van Wert, VP of Lending, to talk about credit cards, personal loans, card control and credit central - just to name a few. Episode recorded 9/9/2020.
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