In the Room w/ Todd Marksberry

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Hosted by Canvas Credit Union President & CEO Todd Marksberry, In the Room focuses on the journeys and advice of CEOs and owners alternating between Colorado organizations and credit unions across the world. Join us as Todd and co. demystify leadership and explore the many rooms leaders occupy, all…

Canvas Credit Union


    • Jul 14, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 56m AVG DURATION
    • 121 EPISODES


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    Latest episodes from In the Room w/ Todd Marksberry

    E120: Back In The Room - Mike Lawson - Creator & Host of CUBroadcast

    Play Episode Listen Later Jul 14, 2023 23:33


    Today, we're continuing our series called Back In The Room – a collection of remixed and re-edited podcasts for you to enjoy. In this series, we're going to re-release some of your favorite episodes from the past few years, but with a shortened length, to maximize your time and deliver the most insightful and impactful moments from each episode. This week, we hope you enjoy a look back at Todd's conversation with Mike Lawson, Creator & Host of CUBroadcast. Mike is a lifelong storyteller, and his show features engaging and informative conversations with credit union leaders across the nation. CUBroadcast is dedicated to keeping the credit union mission moving forward, and highlighting important innovations and ideas as our industry continues to evolve. Mike originally joined Todd on Episode #110.Enjoy listening to…Back In The Room!

    E119: Back In The Room - Children of Credit Union Households: Ally Williams, Ryan Kester & Trey Marksberry

    Play Episode Listen Later Jun 9, 2023 24:49


    Today, we're continuing our series called Back In The Room – a collection of remixed and re-edited podcasts for you to enjoy. In this series, we're going to re-release some of your favorite episodes from the past few years, but with a shortened length, to maximize your time and deliver the most insightful and impactful moments from each episode. This week, we hope you enjoy a look back at Todd's conversation with three folks that grew up around credit unions, and are now a part of the credit union movement with Canvas! Join Todd as he dives deep into the journeys of Ally Williams, LMS Administrator, Ryan Kester, Assistant Branch Lead, and Trey Marksberry, AVP of Marketing from Episode #89.Enjoy listening to…Back In The Room!

    E118: Back In The Room - Jamie Finney - Partner at Greater Colorado Venture Fund

    Play Episode Listen Later May 12, 2023 24:12


    Today, we're continuing our series called Back In The Room – a collection of remixed and re-edited podcasts for you to enjoy. In this series, we're going to re-release some of your favorite episodes from the past few years, but with a shortened length, to maximize your time and deliver the most insightful and impactful moments from each episode. This week, we hope you enjoy a look back at Todd's conversation with Jamie Finney from Episode #81. Jamie is a Partner at the Greater Colorado Venture Fund – a venture capital fund interested in inspiring innovation, and investing in rural Colorado communities that often get overlooked by other venture funds. Enjoy listening to...Back In The Room!

    E117: Back In The Room - Adrian Bota - Founder & CEO at ORIGIN Nutrition

    Play Episode Listen Later Apr 14, 2023 24:51


    Today, we're continuing our series called Back In The Room – a collection of remixed and re-edited podcasts for you to enjoy. In this series, we're going to re-release some of your favorite episodes from the past few years, but with a shortened length, to maximize your time and deliver the most insightful and impactful moments from each episode. This week, we hope you enjoy a look back at Todd's conversation with Adrian Bota from Episode #63. Adrian is the Founder & CEO of ORIGIN Milk & ORIGIN Nutrition – a company focused on bringing better, “clean dairy” and nutrient-rich products to store shelves, with a strong emphasis on sustainability and local agriculture. 

    E115: Back In The Room - Amy Beckley - Owner & CEO at Proov

    Play Episode Listen Later Mar 10, 2023 23:04


    Today, we're continuing our new series called Back In The Room – a collection of remixed and re-edited podcasts for you to enjoy. In this series, we're going to re-release some of your favorite episodes from the past few years, but with a shortened length, to maximize your time and deliver the most insightful and impactful moments from each episode. This week, we hope you enjoy a look back at Todd's conversation with Dr. Amy Beckley from Episode #48. Amy is the Owner & CEO of Proov – an FDA cleared at-home PdG test kit to confirm ovulation. 

    E115: Back In The Room - Randy Harrington - CEO & Owner at Extreme Arts & Sciences

    Play Episode Listen Later Feb 17, 2023 23:56


    Today, we're kicking off a new series called Back In The Room – a collection of remixed and re-edited podcasts for you to enjoy. In this series, we're going to re-release some of your favorite episodes from the past few years, but with a shortened length, to maximize your time and deliver the most insightful and impactful moments from each episode. This week, we hope you enjoy a look back at Todd's conversation with Randy Harrington from Episode #41. At the time, Randy was the CEO and Owner of Extreme Arts & Sciences, and is currently a Founding Partner of Strategic Arts & Sciences.

    E114: Julie Gart - Corporate & Community Engagement Director at A Precious Child

    Play Episode Listen Later Jan 6, 2023 20:48


    On this special live episode of “In the Room w/ Todd Marksberry”, this week's guest is Julie Gart, Corporate and Community Engagement Director at A Precious Child. Join Julie in her first ever podcast as she highlights some of her favorite volunteering stories, and more, including:  The Leadership Corner (5:00 – 9:00):  Todd and Julie reflect on her non-profit journey and lessons that she has learned along the way.  The Curiosity Credenza (10:00 – 12:00):  Todd and Julie look forward and visualize what is next for A Precious Child.  The Colors of Life (13:00 – 18:00):  As a Colorado native, Julie describes what she loves to do in her free time. She also shares about opportunities to volunteer or serve with A Precious Child.Advice from the Experts (19:00 – 21:00): Julie's message to everyone who is chasing a dream is to remember to be kind to those you meet, and find what brings you joy.  Enjoy listening to… In the Room w/ Todd Marksberry 

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    E113: Kirk Kordeleski - Executive Benefit Consultant at OM Financial

    Play Episode Listen Later Dec 2, 2022 50:04


    E112: Timothy Mottet - President of Colorado State University Pueblo

    Play Episode Listen Later Nov 4, 2022 65:40


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Timothy Mottet, President of Colorado State University Pueblo. He shares his experiences on a farm in Iowa, his time as a flight attendant, how he started in higher education, and much more, including:  The Leadership Corner (8:00 – 23:00): Todd and Timothy break down a day in the life of a collegiate president as well as the challenges of higher education.  The Curiosity Credenza (24:00 – 38:00): Todd and Timothy explore what the People's University means and what vision Timothy has for the future of CSU Pueblo.  The Colors of Life (39:00 – 1:00:00): Timothy speaks about his admiration for his team and the understanding everyone has of organizational culture. He also thanks his spouse for his willingness to always engage and ability to adapt to any situation.  Advice from the Experts (1:01:00 – 1:05:00): In order to chase what brings you joy, Timothy believes it is all about having dreams and paying attention to that burning desire in your gut! Enjoy listening to… In the Room w/ Todd Marksberry 

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    E111: Niko Medved - Head Men's Basketball Coach at Colorado State University

    Play Episode Listen Later Oct 7, 2022 63:50


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Niko Medved, head coach for the CSU men's basketball team. He shares his basketball accomplishments, experiences in Minnesota, and more, including:  The Leadership Corner (8:00 – 29:00):  Todd and Niko chat about why this is Niko's favorite time of year, where his competitiveness comes from, and how he manages work-life balance.  The Curiosity Credenza (30:00 – 44:00):  Todd and Niko explore lessons he has learned throughout his career and individuals that helped him along the way. Niko also shares how players have evolved over the years and what name, image, and likeness brings to the table.  The Colors of Life (45:00 – 59:00): Niko expresses how blessed he is to have his amazing staff and family by his side. We also get to learn more about his family and some of the best spots in Old Town! Advice from the Experts (1:00:00 – 1:04:00):  To chase what brings you joy; you have to be true to yourself. Niko says it is important to be passionate, genuine, and most importantly, not afraid to fail. Enjoy listening to… In the Room w/ Todd Marksberry 

    E110: Mike Lawson - Creator & Host of CUbroadcast

    Play Episode Listen Later Sep 9, 2022 67:39


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Mike Lawson, Creator & Host at CUbroadcast & Fitxec. He highlights his experience in storytelling, the credit union industry, and more, including:  The Leadership Corner (5:00 – 27:00): Todd and Mike explore how CUbroadcast came to be and how his interviews and storytelling have shifted throughout the last 12 years.  The Curiosity Credenza (28:00 – 51:00): Todd and Mike discuss what is happening now and what is in store for the future of credit unions. We hear more about Crypto, platforms like LinkedIn and TikTok, and other opportunities.  The Colors of Life (52:00 – 1:01:00): Mike shares what has been the most rewarding for him in the past few years. He also shares his appreciation for his chaotic family, who wouldn't have it any other way.  Advice from the Experts (1:02:00 – 1:07:00): To chase the thing that brings you joy; Mike believes you have to be curious and run with that. It's okay to be nervous, but don't let fear get in the way! Enjoy listening to… In the Room w/ Todd Marksberry 

    E109: Doug Miller - Lead Pastor at Plum Creek Church

    Play Episode Listen Later Aug 26, 2022 68:14


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Pastor Doug Miller, Lead Pastor at Plum Creek Church. He shares how it all started with the idea of helping people, where that journey took him, and more, including:  The Leadership Corner (6:00 – 23:00): Todd and Doug chat about taking risks as well as managing hardships as an entrepreneur. Doug also describes what drives him to be the best he can be.   The Curiosity Credenza (24:00 – 47:00): Todd and Doug explore how to invest in leaders and what making a local impact truly means.   The Colors of Life (48:00 – 1:03:00): Doug expresses that he has found the right people to work with and how his wife and four kids have been instrumental in his journey.  Advice from the Experts (1:04:00 – 1:08:00):  To chase what brings you joy; Doug highlights the importance of building relationships and figuring out a way to make a difference in someone's life!  Enjoy listening to… In the Room w/ Todd Marksberry 

    E108: Jay Norvell - Head Football Coach at Colorado State University

    Play Episode Listen Later Aug 12, 2022 61:49


    On the newest episode of “In the Room w/ Todd Marksberry”, Todd is joined by Coach Jay Norvell, head coach of the Colorado State University football team. Coach Norvell leads us through his career in football, growing up in Wisconsin, and more, including:  The Leadership Corner (8:00 – 21:00): Todd and Coach talk football: what a day in the life as a collegiate coach looks like, and even what the players' days might look like.  The Curiosity Credenza (22:00 – 49:00): Todd and Coach explore what it means to be a great leader. We also get to hear how the game of football has evolved and what has changed with it.  The Colors of Life (50:00 – 56:00): Coach shares his admiration for his team and family, and some things they have loved doing in Colorado.  Advice from the Experts (57:00 – 1:01:00): To chase what brings you joy; Coach recommends you stop and reflect every day. Take the time to clear out your mind and focus on what's important to you! Enjoy listening to… In the Room w/ Todd Marksberry 

    E107: Robert Niichel - Founder & CEO of ZumXR

    Play Episode Listen Later Jul 29, 2022 60:22


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Robert Niichel, CEO & Founder of ZumXR. He shares his experience exploring the pharmaceutical space, being a serial entrepreneur, and more, including:  The Leadership Corner (5:00 – 29:00): Todd and Robert chat about the path to patent and how his products work.  The Curiosity Credenza (30:00 – 36:00): Robert shines some light on his team who drive the business forward and allow it to be successful.  The Colors of Life (37:00 – 54:00): Todd and Robert explore what competition and collaboration looks like in the pharmaceutical space. We also get to hear about Robert's personal passions, like skiing! Advice from the Experts (55:00 – 1:00:00): To chase what brings you joy, Robert states that it is a must to get experience and really pursue what you are passionate about. He also shares some investment tips! Check out Robert and his team at SmartTab.co! Enjoy listening to… In the Room w/ Todd Marksberry 

    E106: Diane Zile - CEO & Founder of JERA Partnerships, LLC

    Play Episode Listen Later Jul 15, 2022 64:20


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Diane Zile, CEO & Founder of JERA Partnerships, LLC. She describes growing up on the East Coast, experiences in the corporate world, and more, including:  The Leadership Corner (8:00 – 27:00): Todd and Diane break down the career journey into thirds and chat about what people can expect in each stage.  The Curiosity Credenza (28:00 – 54:00): Todd and Diane dive into the importance and impacts of roles in organizations, and why individuals would benefit from understanding them.  The Colors of Life (55:00 – 59:00): Diane chats about working on all kinds of boards and explains that it's all about finding what you like to do in life.  Advice from the Experts (1:00:00 – 1:04:00): Diane shares some wisdom about how to carve out time to experience the things that you love and are passionate about.  Enjoy listening to… In the Room w/ Todd Marksberry 

    E105: Rachel Marion - CEO of the Denver Metro Commercial Association of Realtors

    Play Episode Listen Later Jun 24, 2022 60:32


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Rachel Marion, CEO of the Denver Metro Commercial Association of Realtors! She shares her deep appreciation for Colorado and the people that live here, her experiences in law, and more, including: The Leadership Corner (7:00 – 20:00): Todd and Rachel discuss the importance of building relationships and what excited Rachel about the opportunities that have come her way. The Curiosity Credenza (21:00 – 45:00): Todd and Rachel dive deep into the process of becoming a CEO - negotiations, onboarding, and everything in-between. Rachel also gives insight into her big goals for the organization. The Colors of Life (46:00 – 55:00): Rachel spreads some love to her team who have been supportive through everything. We also get to learn a little bit about Cross Culture and Better Together Denver!Advice from the Experts (56:00 – 1:00:00): To chase what brings you joy, Rachel says you must get comfortable with being uncomfortable; don't regret risks you didn't take. You also have to find a way to give back to your community!Enjoy listening to… In the Room w/ Todd Marksberry 

    E104: Tansley Stearns - President & CEO at Community Financial Credit Union

    Play Episode Listen Later Jun 10, 2022 59:22


    On the newest episode of "In the Room w/ Todd Marksberry", Todd is joined by one of the founding minds behind the podcast itself! Formerly the COO at Canvas Credit Union, currently the President & CEO at Community Financial Credit Union, and the voice that has introduced the podcast for the past 100+ episodes, Tansley Stearns steps Into the Room. Tansley delves into her journey in the credit union industry, her next adventure, and so much more, including:The Leadership Corner (5:00 - 7:08): Tansley shares the philosophy, conceptualization, and inception behind the creation of "In the Room w/ Todd Marksberry",  and how it reflects the idea of thought leadership in the credit union space.The Curiosity Credenza (10:46 - 29:45): Todd and Tansley look towards the future and discuss her new role as President & CEO at Community Financial Credit Union. They touch on the benefits of "staying curious", what credit unions can do better, and the lessons and techniques she's acquired throughout her career that she can implement in her new role.The Colors of Life (41:03 - 49:05): Tansley reflects on the many, many teams she's led at Canvas, and why the concept of an executive team charter is so important and impactful to an organization. Advice from the Experts (56:08 - 56:45): Tansley shares her advice on why you should believe in impossible things, and how to make a significant impact on other people's lives. Enjoy listening to... In the Room w/ Todd Marksberry

    E103: Stephanie Smith - Executive Director of America's Credit Union Museum

    Play Episode Listen Later May 27, 2022 39:50


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Stephanie Smith, Executive Director of America's Credit Union Museum. She describes the perfect storm of events that led her to the museum, and more, including:  The Leadership Corner (5:00 – 14:00): Todd and Stephanie explore the HerStory exhibit and where gaps are in the museum that can be presented in the future.   The Curiosity Credenza (15:00 – 24:00): Todd and Stephanie chat about marking moments in credit union history and where we can continue to improve.  The Colors of Life (25:00 – 34:00): Stephanie gives a huge shoutout to her board of directors, as well as the CCUA and the surrounding credit unions. She also shares that she loves to travel with her kids! Advice from the Experts (50:00 – 54:00): In order to find what brings you joy; Stephanie believes that you need to practice the pause. Take a breath, slow down, and try to understand where others are coming from.  Enjoy listening to… In the Room w/ Todd Marksberry 

    E102: Angela Wilson - Founder & CEO of Exploryst

    Play Episode Listen Later May 13, 2022 52:43


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Angela Wilson, Founder and CEO of Exploryst.  She teaches us about her struggles with job hunting, finding what excited her, and more, including:  The Leadership Corner (5:00 – 29:00): Todd and Angela dive into what her career path has looked like, how she ended up in Colorado, and what motivated her to create Exploryst.  The Curiosity Credenza (30:00 – 37:00): Todd and Angela chat about what it's like to lead a self-funded venture, and how to build a team around it.  The Colors of Life (38:00 – 47:00): Angela shares some of the inspirations on her journey as well as how she caught the travel bug and loves to share that with her family.  Advice from the Experts (48:00 – 52:00): To chase an entrepreneurial dream, you have to start closer to where you live. Find problems around you and go from there! Enjoy listening to… In the Room w/ Todd Marksberry 

    E101: Paul Kundert - President & CEO at UW Credit Union

    Play Episode Listen Later Apr 29, 2022 69:18


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Paul Kundert, President & CEO of UW Credit Union. He shares about the desire to lead, his rejection and comeback story, and more, including:  The Leadership Corner (8:00 – 19:00): Todd and Paul discuss the beauty in bad leaders. Paul describes what it is like to be a CEO and what makes credit unions so great.  The Curiosity Credenza (20:00 – 5:4:00): Todd and Paul dive into leadership, and what that looks like on an individual level. We also hear some advice about managing work-life balance. The Colors of Life (55:00 – 1:04:00): Paul shares that his team is all genuinely good people, and he looks forward to interacting with them every day. He also teaches us family is a huge deal, and they are the ones that carry on your legacy.  Advice from the Experts (1:05:00 – 1:09:00): To chase what brings you joy, Paul says that it's important to remember that it's about the pursuit, not the attainment. There's reward in hard work, and his advice is to strengthen your emotional intelligence! Enjoy listening to… In the Room w/ Todd Marksberry 

    100th Episode Special: Flipping the Script!

    Play Episode Listen Later Apr 15, 2022 17:43


    On the newest episode of “In the Room w/ Todd Marksberry”, Tansley Stearns flips the script on our fearless host as he tells us about what hosting the podcast has meant to him.  After 100 episodes, Todd takes some time to reflect and celebrate the journey so far. Stay tuned to hear what it's like to host a podcast, Todd's favorite moments and learning opportunities, and even advice from Todd on chasing what brings you joy!  Thanks so much for subscribing and enjoy listening to… In the Room w/ Todd Marksberry

    E100: George Hofheimer - Founder of Hofheimer Strategy Advisors

    Play Episode Listen Later Apr 8, 2022 63:09


    On the newest episode of “In the Room w/ Todd Marksberry”, we celebrate 100 episodes with George Hofheimer, Founder of Hofheimer Strategy Advisors. He tells us how he ended up in the credit union world, his experiences in the Peace Corps, and more, including:  The Leadership Corner (5:00 – 24:00): Todd and George take a deep dive into his experiences and takeaways during his time with the Peace Corps and Filene Research Institute.  The Curiosity Credenza (25:00 – 49:00): Todd and George discuss their love for credit unions and why George decided to leave his solid job and “take the jump” into entrepreneurship.  The Colors of Life (50:00 – 1:00:00): George shares his love for soccer and teaches us about his family and their passions.  Advice from the Experts (1:01:00 – 1:03:00): To chase what brings you joy, George suggests you put the phone down, and get uncomfortable. The more uncomfortable the situation, the bigger the growth!  Enjoy listening to… In the Room w/ Todd Marksberry 

    E99: Tom Boos - President & CEO at Billings FCU

    Play Episode Listen Later Apr 1, 2022 54:20


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Tom Boos, President & CEO of Billings Federal Credit Union. He shares insight on how he ended up at Montana State, his association with credit unions, potential golf advice, and more, including:  The Leadership Corner (6:00 – 24:00): Todd and Tom dive into what it's like to lead a credit union as well as important considerations for strategy.  The Curiosity Credenza (25:00 – 31:00): Todd and Tom speak about the beauty of credit unions working together and what can be accomplished through this collaboration.  The Colors of Life (32:00 – 49:00): Tom shares his pride for his team and how they encompass the credit union spirit. He also shares his joy of watching his kids grow in their careers as well as his passion for golf.  Advice from the Experts (50:00 – 54:00): To chase what brings you joy; Tom suggests that you be inquisitive. Go out and find folks that will be your mentors and take advantage of the digital world! Enjoy listening to… In the Room w/ Todd Marksberry 

    E98: Solly Fulp - Executive Vice President at Learfield

    Play Episode Listen Later Mar 25, 2022 54:57


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Solly Fulp, Executive VP of Learfield. Todd and Solly chat about what sports brought to his life, how his passions grew and changed during his career journey, and more, including:  The Leadership Corner (10:00 – 32:00): Todd and Solly dive into what Learfield does and what they are aiming to do. They also dive into the boots on the ground at Learfield and how important every single person is.  The Curiosity Credenza (33:00 – 45:00): Todd and Solly describe what a day in the life looks like for someone who is looking over 50 universities at once. We also get to hear a little about Solly's passion for teaching.  The Colors of Life (46:00 – 49:00): Solly shares his thankfulness for his wife, sons, and daughter, who is “the straw that stirs the family.”  Advice from the Experts (50:00 – 54:00): Solly wants everyone to know that at the end of the day, it comes down to being kind, compassionate, empathetic, and listening to those around you. That is how you will achieve what brings you joy.  Enjoy listening to… In the Room w/ Todd Marksberry 

    E97: Vince Kadlubek - Founder & Director at Meow Wolf

    Play Episode Listen Later Mar 18, 2022 54:35


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Vince Kadlubek, Co-Founder and Director of the immersive arts and entertainment company Meow Wolf! He explains how throwing parties led to the birth of Meow Wolf, the ups and downs of creating the business, and more, including:  The Leadership Corner (9:00 – 24:00): Todd and Vince chat about what Meow Wolf really is and the magic of exploring and choosing your own path in life.  The Curiosity Credenza (25:00 – 39:00): Todd and Vince look at the trajectory of the business and where the organization is heading. Vince also shares the importance of the unknown environment.  The Colors of Life (40:00 – 49:00): Vince thanks his team and their incredible passion and commitment for what they do. He also gives a few shoutouts to the creative inspirations in his life.  Advice from the Experts (50:00 – 54:00): To chase what brings you joy; Vince insists that you create or find something that can inspire someone else. The key to success is patience.  Enjoy listening to… In the Room w/ Todd Marksberry 

    E96: Erin Selvey - Bronco Sport Winner & Castle Rock Resident

    Play Episode Listen Later Mar 11, 2022 45:15


    On a special episode of “In the Room w/ Todd Marksberry”, this week's is guest is a little different than normal…they're a Canvas member! Tune in and meet Erin Selvey, the lucky member who won a brand-new 2022 Bronco Sport after participating in a giveaway contest for new members in the Castle Rock community.  Erin takes us through who she is, where her career has taken her, and more, including:  The Leadership Corner (12:00 – 20:00): Todd and Erin discuss what she has loved about Castle Rock as well as her favorite places in the area. The Curiosity Credenza (21:00 – 32:00): Todd paints the scene of how Erin won the car and what the celebration looked like. Erin shares her initial hesitation towards winning the Bronco.   The Colors of Life (33:00 – 39:00): Erin hypes up the Bronco and the interesting conversations she's had because of it. We also get to hear about some of her passions and experiences in Colorado.  Advice from the Experts (40:00 – 45:00): Erin wants to let everyone know how grateful she is and that it was more than just winning a car. She gives a huge shoutout to the Ridge branch for being the very best every day.  Enjoy listening to… In the Room w/ Todd Marksberry 

    E95: Mark Meyer - CEO at Filene Research Institute

    Play Episode Listen Later Mar 4, 2022 67:47


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Mark Meyer, President & CEO of Filene Research Institute. He describes how he looks for opportunities to create change in society, his shift from law to credit unions, and more, including:  The Leadership Corner (12:00 – 31:00): Todd and Mark talk about spotting first opportunities, what it's like to lead the credit union industry's think tank, and where innovation comes from.  The Curiosity Credenza (32:00 – 49:00): Todd and Mark dive into opportunities for engagement that have increased in the virtual world. Mark also shares his top three biggest opportunities for growth in credit unions.  The Colors of Life (50:00 – 1:04:00): Mark gives us some insight on how we can get the younger generation to “drink the kool-aid” as well as what he sees as the next chapter. We also get the chance to hear a little about his family and their journey together.  Advice from the Experts (1:05:00 – 1:07:00): To chase what gives you joy, Mark goes Ted Lasso and explains that it's all about one word, “believe”.  Enjoy listening to… In the Room w/ Todd Marksberry 

    E94: Aiden & Louis Ardine - Organizers of Walking America

    Play Episode Listen Later Feb 25, 2022 67:54


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guests are Aiden & Louis Ardine, organizers of Walking America. The brothers take us through their passions, experiences, creative endeavors, and more, including: The Leadership Corner (8:00 – 29:00): Todd and company dive into why they decided to walk across the country, and how the idea originated.  The Curiosity Credenza (30:00 – 49:00): Aiden and Louis describe what their journey was like, and reflect on the good, bad, and the ugly. The Colors of Life (50:00 – 1:01:00): Todd and the brothers chat about the responses they've received since completing their walk and what's next.  Advice from the Experts (1:02:00 – 1:07:00): Aiden and Louis want you to know that nothing is crazy, if you have the chance to do something cool, go for it! But don't forget to practice kindness, empathy, and compassion along the way.  Enjoy listening to… In the Room w/ Todd Marksberry.

    E93: James Sampson - Founder & CEO of FileInvite

    Play Episode Listen Later Feb 18, 2022 66:30


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is James Sampson, Founder & CEO FileInvite. He shares the story behind FileInvite, his experience building companies and more, including:  The Leadership Corner (9:00 – 24:00): Todd and James chat about how FileInvite began to acquire global customers, as well as why they chose to have a location in Colorado.  The Curiosity Credenza (25:00 – 39:00): Todd and James walk through what James has learned over the years about growing an idea into a business. James describes why vision and purpose are necessary for businesses.  The Colors of Life (40:00 – 1:02:00): James praises his team and their understanding of belief that the whole is greater than the individual, and how this belief has built a positive work environment. We also get to hear about those who have been an inspiration along the way.  Advice from the Experts (1:03:00): To chase what gives you purpose, James says to “give it a go.” Don't hold get held back by “what ifs,” nothing is as bad as you think it will be! Enjoy listening to… In the Room w/ Todd Marksberry 

    E92: Anna Zesbaugh - CEO + Founder at Hooch Booch

    Play Episode Listen Later Feb 11, 2022 67:18


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Anna Zesbaugh, CEO & Founder at Hooch Booch. Anna talks about how she slowed down her life, what led to creating the Denver-based hard kombucha brand, and more, including:  The Leadership Corner (12:00 – 31:00): Todd and Anna chat about managing time and resources when you own a business. Anna shares how her team has grown since Hooch Booch's birth in 2020.  The Curiosity Credenza (32:00 – 41:00): Todd and Anna discuss the idea of merchandise and why it is so important in the brewing world.  The Colors of Life (42:00 – 1:03:00): Anna shares a little bit about her dad and his impact as a mentor throughout this journey. She also has a shoutout for each of her team members and their tremendous talents.  Advice from the Experts (1:04:00 – 1:07:00): To chase what brings you joy, Anna's best advice is to give yourself creative freedom, and run with your ideas!   Enjoy listening to… In the Room w/ Todd Marksberry 

    E91: Andy Hines - Futurist, Associate Professor & Program Coordinator

    Play Episode Listen Later Feb 4, 2022 53:31


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Andy Hines, Futurist, Associate Professor, & Program Coordinator at the University of Houston. We get to hear what being a futurist means, his tools for watching and adapting to change, and more, including:  The Leadership Corner (8:00 – 22:00): Todd and Andy chat about uncovering what's possible and understanding the future through stories. He also gives us some advice for how he keeps his finger on the pulse.  The Curiosity Credenza (23:00 – 44:00): Todd and Andy break down the changes between the business and academic world, and what that means for students.  The Colors of Life (45:00 – 49:00): Andy gives us a run down of the best things to do in Houston. We also learn about his new passion for bike trails and handling the extreme heat.  Advice from the Experts (50:00 – 53:00): Andy's advice to anyone who is chasing their passions is to think through your own future. Don't dread it, have confidence in it! 

    E90: Keith Sultemeier - President & CEO at Kinecta Federal Credit Union

    Play Episode Listen Later Jan 28, 2022 64:38


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Keith Sultemeier, President & CEO of Kinecta Federal Credit Union. Tune in to his experience with start up companies, how he ended up working with credit unions, and more, including:  The Leadership Corner (15:00 – 29:00): Todd and Keith talk about reengaging with the community, rebuilding culture, and taking a second to refocus goals. Keith also drives home the idea of letting your actions speak to earning trust.   The Curiosity Credenza (30:00 – 49:00): Todd and Keith discuss where credit unions can collaborate more, and where the potential for growth could be.  The Colors of Life (50:00 – 59:00): Keith shares how the strengths of his team was crucial to keeping members happy. We also get to hear about his sons' passions and goals.  Advice from the Experts (1:00:00 – 1:04:00): Keith wants everyone who is chasing their dreams to know: a career is cumulative. If you stay focused and enjoy it, the rest will come. Don't hesitate if it feels right!  Enjoy listening to… In the Room w/ Todd Marksberry 

    E89: Credit Union Households - Ally Williams, Kitsi Hubbard, Ryan Kester & Trey Marksberry

    Play Episode Listen Later Jan 21, 2022 67:00


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is a little different than usual. Instead of one...we have four! Our four guests, and Canvas family members, are Allyson Williams, Kitsi Hubbard, Ryan Kester, and Trey Marksberry. The four young credit union professionals share their connection to the credit union world, stories from their learning journey, and more, including:  The Leadership Corner (20:00 – 37:00): Todd and company discuss what everyone's experience has felt like now that they work at a credit union.  The Curiosity Credenza (38:00 – 55:00): Todd tells a few stories about how he has met everyone's family, and we also get a glance into the future about everyone's aspirations inside the credit union world.  The Colors of Life (56:00 – 59:00): Todd and company break down passions that they have outside of their Canvas life.  Advice from the Experts (1:00:00 – 1:07:00): Our guests want you to know that you need to start with the basics, work for a company that helps the world, and find somewhere that you love and want to be every day.   Enjoy listening to… In the Room w/ Todd Marksberry 

    E88: Mike Butler - CEO at The Executive Guide

    Play Episode Listen Later Jan 14, 2022 61:35


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Mike Butler, CEO at The Executive Guide. He describes his lifelong journey to become a better leader, learning self-awareness, mistakes made along the way, and more, including:  The Leadership Corner (10:00 – 32:00): Todd and Mike reminisce about past leaders and key moments that shaped their thinking when it comes to leadership. Mike also goes into depth about being purposeful with organizational culture.  The Curiosity Credenza (33:00 – 52:00): Todd asks Mike what helps leaders thrive and what helps them stand out. He also gives some advice to navigate work-life balance.  The Colors of Life (53:00 – 57:00):  Mike tells us about his passion for exercise, yoga, his two daughters (one who is getting married), and remodeling homes!  Advice from the Experts (58:00 – 1:01:00):  Mike gives us two ways to chase our dreams; the first is to be kind because everyone is on their own journey. The second is to consistently ask leaders in your life what is one piece of advice that would make you a more effective leader?  Enjoy listening to… In the Room w/ Todd Marksberry 

    E87: Ray Springsteen - President & CEO of Abound Credit Union

    Play Episode Listen Later Jan 7, 2022 60:35


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Ray Springsteen, President & CEO of Abound Credit Union. He takes us through his interactions with leaders in the credit union world, what he has learned about credit unions, and more, including:  The Leadership Corner (10:00 – 27:00): Todd and Ray look behind the curtain to see what being a CEO is really like. Ray also shares his journey with leading a credit union.  The Curiosity Credenza (28:00 – 47:00): Todd and Ray talk about what goes into rebranding a business and what makes heritage so important when making changes.  The Colors of Life (48:00 – 55:00): Ray lets us know that it would be impossible to do the work they have accomplished without the team that he has. He shares his thankfulness for his family and their adventures.  Advice from the Experts (56:00 – 1:00:00): To chase what gives us purpose, Ray says that we need to do things that make us feel like we are making a difference. The work we do should go beyond just wanting a paycheck, and you should feel passionate about what you're doing.  Enjoy listening to… In the Room w/ Todd Marksberry 

    E86: Deonne Christensen - President & CEO of Mazuma Credit Union

    Play Episode Listen Later Dec 23, 2021 63:05


    On the newest episode of “In the Room w/ Todd Marksberry”, and our final episode of 2021, this week's guest is Deonne Christensen, President and CEO of Mazuma Credit Union. She shares stories of traveling the world, how she ended up living on an island, why she decided to pursue the finance route, and more, including:  The Leadership Corner (9:00 – 27:00): Todd and Deonne talk about how she navigated the path to becoming CEO, and how it interestingly began with her having no desire to climb the corporate ladder.  The Curiosity Credenza (28:00 – 49:00): Todd and Deonne break down how culture shifts happen with new leadership and the processes behind that. Deonne also shares what it takes to look forward into the evolution of a brand.  The Colors of Life (50:00 – 59:00):  Deonne shares why she loves when individuals contribute to the team through authenticity. We also get a glimpse of her amazing family that has been a huge support system throughout her journey.  Advice from the Experts (1:00:00 – 1:03:00): Deonne wants you to know that once you stop putting huge amounts of pressure on factors like titles, status, etc., you can see yourself fulfilling the roles more successfully. Focus on what you are here to do!  Enjoy listening to… In the Room w/ Todd Marksberry 

    E85: Amy Parsons - CEO of Mozzafiato

    Play Episode Listen Later Dec 10, 2021 63:30


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Amy Parsons, CEO of Mozzafiato. Amy shares how she came to be a CEO, “taking the leap”, and much more, including: The Leadership Corner (6:00 – 24:00): Todd and Amy chat about the inspiration for Mozzafiato. Amy teaches us how embracing the heritage of brands is essential to the success of businesses.  The Curiosity Credenza (25:00 – 40:00): Todd and Amy go in depth about her jump from working at CSU and the journey of going from practicing lawyer to becoming CEO. We also learn about the importance of social media for brands. The Colors of Life (41:00 – 58:00): Amy takes the opportunity to shout out her amazing team and family, and she even shares a little bit about her experience with Dancing with the Stars!  Advice from the Experts (59:00 – 1:03:00): Amy's advice is that if you are going to go after something that drives you, get clear on what is essential and what isn't; what helps you become successful and drive out anything else that isn't essential.   Enjoy listening to… In the Room w/ Todd Marksberry 

    E84: Kim Sponem - President & CEO of Summit Credit Union

    Play Episode Listen Later Nov 26, 2021 65:06


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Kim Sponem, CEO and President of Summit Credit Union. She walks us through all her accomplishments and successes in the industry, figuring out how CEOs think, and more, including:  The Leadership Corner (10:00 – 23:00): Todd and Kim discuss the “seasons” of being a CEO and what that means. Kim describes what to do when you make mistakes and how to overcome and learn from them.  The Curiosity Credenza (24:00 – 51:00): Todd and Kim dive into her background in marketing and emphasizing how those strengths have served her well. We also get to hear the importance of stories, and Kim gives a heartwarming example.  The Colors of Life (52:00 – 1:03:00): Kim gives a shoutout to her amazing senior management team for their incredible talent and selflessness. She also sings praises for her support system at home and all they've done for her. We also get to hear some of the coolest things about Wisconsin! Advice from the Experts (1:04:00 – 1:05:00): To chase after that thing that gives you purpose, you need to be curious, and learn from everybody that you meet. Actively listen and be curious in your learning journey…let yourself be uncomfortable!  Enjoy listening to… In the Room w/ Todd Marksberry 

    E83: Seth Brickman - CEO of QCash Financial

    Play Episode Listen Later Nov 12, 2021 61:00


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Seth Brickman, CEO of QCash Financial. He walks us through his passion for learning from everyone around him, his time in the Navy, and so much more, including:  The Leadership Corner (10:00 – 39:00): Todd and Seth chat about the story of QCash, and their vision to change people's lives. We also get to hear some of his “Sethisms” that he has developed throughout his professional career.  The Curiosity Credenza (40:00 – 49:00): Todd and Seth go in depth about the essential components for digital strategies that credit unions can incorporate.  The Colors of Life (50:00 – 57:00): Seth shares some shout-outs to his coworkers who have made huge impacts on the company as well as his love for being a dad and watching his kids grow up.  Advice from the Experts (58:00 – 1:01:00): The biggest piece of advice that Seth wants to share with you is to recognize that everyone you meet has been on a different path of life, which means they know things that you don't. It's your job to find out what those things are! Enjoy listening to… In the Room w/ Todd Marksberry 

    E82: Caroline Willard - President & CEO at Cornerstone League

    Play Episode Listen Later Oct 29, 2021 53:04


    On the newest episode of “In the Room w/ Todd Marksberry”, Todd is joined by Caroline Willard, President and CEO at Cornerstone League. She takes us through her experiences in various professional fields, how leaders in her life helped shape her leadership style, and more, including: The Leadership Corner (8:00 – 33:00): Todd and Caroline discuss what it's like to lead at the top level and how advocacy is at the heart of credit unions.  The Curiosity Credenza (34:00 – 43:00): Todd and Caroline chat about who inspired her within the industry and how those individuals helped along the way. Caroline also shares how collaboration has served her within the industry.  The Colors of Life (44:00 – 49:00): Caroline expresses how proud she is of her team, a wonderful blend of long-time and new employees, and how they “live and breathe credit unions”. She also describes herself as a lifelong learner and is always finding new passions, including scuba diving! Advice from the Experts (50:00 – 53:00): Caroline's advice to those chasing their passions is “don't be afraid to fail.” Failing gives us humility and wisdom, and we always come out stronger on the other side.  Enjoy listening to… In the Room w/ Todd Marksberry 

    E81: Jamie Finney - Partner at Greater Colorado Venture Fund

    Play Episode Listen Later Oct 15, 2021 66:10


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Jamie Finney, Partner at Greater Colorado Venture Fund. He shares his experiences in digital marketing, investing in other entrepreneurs, and more, including: The Leadership Corner (7:00 – 31:00): Todd and Jamie discuss what the Greater Colorado Venture Fund is all about, their mission, and how he challenges the narrative of “leaving your hometown to be successful.”  The Curiosity Credenza (32:00 – 51:00): Todd and Jamie chat about why Colorado has become a hub for start up companies and the crucial importance of hometowns. The Colors of Life (52:00 – 1:02:00): Jamie gets the chance to humble-brag about his brother's accomplishment's, the amazing journey of his good friend and co-worker Mark, and the unwavering support of his family.   Advice from the Experts (1:03:00 1:06:00): We learn that the weirder the idea, the better it is when finding that passion that drives you. It comes down to “figuring out the thing that you are meant to be doing.”  Enjoy listening to… In the Room w/ Todd Marksberry 

    E80: Doug Leighton - FinTech Advisor & Consultant to Community Banks & Credit Unions

    Play Episode Listen Later Oct 1, 2021 61:57


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Doug Leighton, Fintech Advisor and Consultant to Community Banks and Credit Unions. He sheds some light onto how he was introduced to credit unions, the values credit unions can bring to the table, the spirit of collaboration, and more, including: The Leadership Corner (9:00 – 29:00): Todd and Doug break down the good, the bad, and the ugly of working with massive companies. Doug shares some insight on what he has learned and you can be successful in sales.  The Curiosity Credenza (30:00 – 50:00): Todd and Doug discuss how credit unions can better “meet members where they are” and the advantages of doing so. They also bounce ideas around about what hybrid work environments will look like in the future, and askr the question: will it be successful?  The Colors of Life (51:00 – 56:00): Doug shares his family's accomplishments and growth together, as well as their investments in restaurants near their hometown! Advice from the Experts (57:00 – 1:01:00): To chase what brings you joy, Doug shares a great story of resilience and learn why he says, “Be John Bon Jovi.” Enjoy listening to… In the Room w/ Todd Marksberry 

    E79: Eric Dillon - President & CEO of Conexus Credit Union

    Play Episode Listen Later Sep 17, 2021 62:21


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Eric Dillon, President and CEO of Conexus Credit Union. He shares what it's like to lead a credit union, staying involved as a CEO, how marketing and relationships helped along his journey, and more, including: The Leadership Corner (8:00 – 31:00): Todd and Eric discuss how leaders sometimes try to prove they're experts in areas where they're not, the dangers of doing so, and how leaders can communicate their strengths and weaknesses. Eric also gives insight on how important innovation is in his line of work.  The Curiosity Credenza (31:00 – 49:00): Todd and Eric share their hopes and aspirations for coming out of lockdown and their optimism for how we will all respond. We also get to learn how Eric and his team approach strategy, and how they connect and involve members in their plans.  The Colors of Life (50:00 – 59:00): Eric expresses his support of increasing the number of women who lead, as well as the steps they are taking to make Conexus an even more diverse organization. We get the chance to hear about Eric's family and all that they've built together.  Advice from the Experts (1:00:00 – 1:02:00): When chasing what brings you joy, Eric says that you need to find “what makes you lose track of time.” This is the key to finding what drives you both professionally and personally.  Enjoy listening to… In the Room w/ Todd Marksberry 

    E78: Edie Horstman - Certified Integrative Nutrition Health Coach & Founder of Wellness with Edie, LLC

    Play Episode Listen Later Sep 3, 2021 59:44


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Edie Horstman, Certified Integrative Nutrition Health Coach & Founder of Wellness with Edie, LLC. She walks us through her exploration with creativity, influences & experiences with food and exercise, how to take a leap of faith, and more, including: The Leadership Corner (12:00 – 20:00): Todd and Edie chat about how she goes beyond just one-on-one coaching and gets her message out into the world. Hear about how she uses her own experiences to help fill in the gaps of missing information that's out there for women.  The Curiosity Credenza (21:00 -  45:00): Todd and Edie discuss the ups and downs of starting and maintaining your own business. We also get the chance to learn about her role as an influencer and how she stands out among the crowd.  The Colors of Life (46:00 – 55:00): Edie shares admiration for her partner-in-crime husband and how he's so instrumental in helping her maintain a work-life balance. We also get to hear about her passions in Colorado, including her love of farmers markets, the community they create, the lifestyle, the people, and so much more.  Advice from the Experts (56:00 – 59:00): Edie wants everyone to know that you have to step out of your comfort zone and acknowledge the fear that comes with it. “If we let that fear dictate our passions … it will always win.”  Enjoy listening to… In the Room w/ Todd Marksberry 

    E77: Dee Ann Turner - Founder & CEO of Dee Ann Turner & Associates, LLC

    Play Episode Listen Later Aug 20, 2021 64:22


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Dee Ann Turner, Founder & CEO of Dee Ann Turner & Associates, LLC. She walks us through her time at Chick-Fil-A, what sustainability looks like in human resources, why culture is critical for organizations, and more, including: The Leadership Corner (8:00 – 28:00): Todd and Dee Ann discuss how consistency was key to Chick-Fil-A's success in creating a culture based around providing the best customer service. They also talk about how building a culture around principles, not rules, allows employees to grow with the company.  The Curiosity Credenza (29:00 – 51:00): Todd and Dee Ann break down how making mistakes is unavoidable and being able to share those moments time with others will allow them to grow with you and learn from them. Dee Ann also shares pressing issues she sees in strategic areas in businesses around the country.  The Colors of Life (52:00- 59:00): Dee Ann humble-brags about her family and their accomplishments, and shares a little bit about her interests in organizations that focus on helping women and children. She also sheds light on her love of helping organizations understand their focus around human resource efforts.  Advice from the Experts (1:00:00 1:04:00): Dee Ann shares that in order to chase what brings you joy you have to “hold it all loosely and let it all come to you.” If you can't accomplish this, you will end up missing the things that are meant for you.  Enjoy listening to… In the Room w/ Todd Marksberry  

    E76: Diana Dykstra - President & CEO at California and Nevada Credit Union Leagues

    Play Episode Listen Later Aug 6, 2021 54:47


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Diana Dykstra – President & CEO at CCUL (California and Nevada Credit Union Leagues). Diana enlightens us on how “curiosity helped this cat”, starting from the ground up, switching roles in the credit union world, and more, including:  The Leadership Corner (9:00 – 29:00) Todd and Diana break down the differences between being a CEO at a credit union and credit union league. They also chat about how critical it is that every credit union needs to share their story and the legislative impact they can have.  The Curiosity Credenza (30:00 – 45:00) Todd and Diana discuss collaboration and the importance of making sure that everyone is on the same playing field. Diana also poses the question of how we as an industry can adapt and adjust to the shifts in society.  The Colors of Life (46:00 – 50:00) Diana chats about what education means to her and how she wants to help minimize the inequality of education in this country. We also get to learn a little about her wine collection.  Advice from the Experts (51:00 – 54:00) Diana shares that, in order to chase what brings you joy in life, you have to make sure that you realize that we are all human. She stresses that remembering even the smallest things you do could positively impact someone else's life in a big way.  Enjoy listening to… In the Room w/ Todd Marksberry 

    E75: Macy Todd - Singer/Songwriter

    Play Episode Listen Later Jul 23, 2021 67:38


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Macy Todd - singer/songwriter extraordinaire. Macy walks us through her journey through the industry, her passion for music and sports, the influences along the way, and more, including:  The Leadership Corner (8:00 – 30:00): Todd and Macy chat about where her career started and how one gig in Miami changed the direction and mindset of her music career. We also get the opportunity to learn more about how you build a brand and what helped her along the way.  The Curiosity Credenza (31:00 – 38:00): Todd and Macy discuss how she found a new producer and how his experiences have shaped her growth as a musician. We're able to get some insight as to how trust Is not only hard to find, but it is a vital part of an individual's success.  The Colors of Life (39:00 – 56:00): Macy tells us about the effects of COVID and, while it halted many projects, new and exciting opportunities were created that ordinarily wouldn't have appeared. She goes on to talk about how she loves to teach and is all about helping her students bring out their passion for music.  Advice from the Experts (57:00 – 1:07:00): Macy wants everyone who is going after what brings them joy to know, “if you feel like you're supposed to be doing something, don't put yourself in a position to regret not doing it!” It's not easy, but it will be worth it in the end.  Enjoy listening to… In the Room w/ Todd Marksberry 

    E74: John Bratsakis - President & CEO of Maryland & DC Credit Union Association

    Play Episode Listen Later Jul 9, 2021 64:28


    On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is John Bratsakis, the President & CEO of the Maryland & DC Credit Union Association. We get the chance to hear about John's unique journey through the Credit Union world, how he was always prepared for opportunities that came his way, and more including:  The Leadership Corner (7:00 – 24:00): Todd and John discuss advocacy and how he approaches the topic, how credit unions can better engage in it, and issues that have risen now and in the past. John believes that it is all about the genuine relationships you can build, and while credit unions are doing well, but we can always do better! The Curiosity Credenza (25:00 – 48:00): Todd and John chat about the culture that he has built as CEO and how the “everyone has everyone's back” mentality leads to a more collaborative and supportive organization. We also get to learn more about the differences between a “natural person” credit union and a trade organization, and how collaboration and a shared vulnerability are the key to success for credit unions around the nation.  The Colors of Life (49:00 – 1:00:00): John tells Todd about his family at the association as well as his family at home and how amazing it has been to see both families always looking for ways to help others. He shares how he and his wife rescue pregnant dogs and he marvels about how his wife's love for so many things inspires him.  Advice from the Experts (1:01:00 – 1:04:00): John teaches Todd that the key factor when chasing after things that bring you joy and passion is to be authentic to who you are. “You need to be gracious; you need to be kind, you need to be compassionate, you need to be respectful…and I think that we could use a lot more of that!” Enjoy listening to… In the Room w/ Todd Marksberry  

    E73: Kirk Drake - Founder & CEO, Credit Union 2.0

    Play Episode Listen Later Jun 25, 2021 62:35


    On the newest episode of "In the Room w/ Todd Marksberry", this week's guest is Kirk Drake, Founder & CEO of Credit Union 2.0. Kirk opens up about his entrepreneur mindset, getting started in the world of credit unions, his unique approach to having a paper route, and more, including: The Leadership Corner (07:00 – 31:00): Todd and Kirk discuss how Kirk believes that the entrepreneurial mindset is born, not taught, and how it helps him see the world differently. They also talk about the future of credit unions as technology evolves. The Curiosity Credenza (32:00 – 45:00): Todd and Kirk unpack the advantages for credit unions partnering up with “Fintechs.” Kirk shares how credit unions can focus on the things that make them great, so they can remain relevant and continue to compete in today's market.  The Colors of Life (46:00 –52:00): Kirk chats about his wife's dream of owning a winery, and how amazing it has been in their lives. He also shares how their unique ways of thinking have helped them develop a strong business plan. Kirk then gushes about his wife and how she helps keep him accountable!  Advice from the Experts (57:00 – 1:01:00): Kirk and Todd chat about the advice he would tell those who are trying to find their career path: “If you've achieved the things that bring you stability, you can always go back to the path where you started to achieve new goals…life is a journey…enjoy it!”  Enjoy listening to… In the Room w/ Todd Marksberry.

    E72: Mike Neill - Executive Director ServiStar LLC

    Play Episode Listen Later Jun 7, 2021 66:15


    On the newest episode of "In the Room w/ Todd Marksberry", this week's guest is Mike Neill-Executive Director ServiStar LLC. We get a chance to hear about Mike's journey to the Credit Union world, how he utilized public speaking skills to help Credit Unions to be better salespeople, and more such as: The Leadership Corner (07:00 – 18:00): Todd and Mike discuss how he leveraged key relationships in the Credit Union field to help create his business early on of Mike Neill and Associates. Mike also discusses the importance of having a story to tell in order to gain someone's attention. Mike discusses the differences between ‘networking' and true relationship building through authenticity.  The Curiosity Credenza (19:00 – 45:00): Todd and Mike chat about what is next for ServiStar and its growth. Mike also shares with Todd his reasonings for why he's never going to retire. Mike discusses the stages of his next book and collaborating with Canvas' very own, Tansley Stearns. Mike later shares with Todd his reasonings for choosing to work for and with Credit Unions. The Colors of Life (46:00 – 1:01:00): Mike tells Todd how important culture is to a company and how to cultivate it and why Chick-Fil-A is exceptionally good at it. Todd asks Mike what Credit Unions can be doing differently in terms of building a brand and culture. Mike then gets a chance to brag about his wonderful family a little bit. Advice from the Experts (1:02:00 – 1:04:00): Mike tells Todd the advice he would tell those who are trying to find their career path. Be authentic and transparent in your journey. Don't let anyone else's perception of you define you.  Enjoy listening to...In the Room w/ Todd Marksberry.

    E71: Robert Cohen - Chairman & CEO, IMA Financial Group, Inc.

    Play Episode Listen Later May 24, 2021 65:19


    On the newest episode of "In the Room w/ Todd Marksberry", this week's guest is Robert Cohen - Chairman & CEO, IMA Financial Group, Inc. Hear how Robert took a “walkabout” when he was younger in order to find out what it was he wanted to do with his life, how that led him to being an entrepreneur, and how he started his company, as well as: The Leadership Corner (08:00 – 17:00): Todd and Robert discuss how he came about his company which is a diversified financial services company dedicated to protecting assets and making a difference. Robert believes in hiring the right type of talent, letting them do what they need to do to succeed and getting out of the way! The Curiosity Credenza (17:00 – 42:00): Todd and Robert talk about the culture at IMA and how it was built. Through a collective, shared vision that incorporates the values of the leaders. At the end of the day, it's by following the golden rule of treat others the way you want to be treated. We learn that Robert believes in utilizing people's strengths rather than using time to improve upon people's weaknesses. The Colors of Life (42:00 –59:00): Robert discusses where he sees employee benefits evolving into based upon the events of the pandemic and how beneficial it can be by taking some ideas from various places around the world to create something better. Robert then talks about his team and just how beneficial they all are to IMA and the importance of work life balance. He then finishes with a sweet story on how he met his wife and how she is the reason he moved back to Denver, CO! Advice from the Experts (1:00:00 – 1:03:00): Robert tells Todd the advice he would tell those who are trying to find their career path. The simplest thing would to encourage people to dream, but then to act upon that dream. He lays out the pathway of achieving a goal from a dream.  Enjoy listening to...In the Room w/ Todd Marksberry. 

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