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!
Listeners of The CUInsight Experience that love the show mention: credit unions, leadership lessons, must listen to podcast, get to know, industry, valuable, authentic, value, questions, away, personal, conversation, listeners, learn, subscribe, every episode, guests, hearing, friends, fun.
The CUInsight Experience podcast, hosted by Randy, offers a comprehensive and insightful look into the world of banking, payments, fintech, and more. With a wide range of expert guests, Randy delves into various topics that are helpful for anyone in the industry. The authentic conversation style of the host combined with the valuable information shared by the guests make this podcast a must-listen for anyone interested in these subjects.
One of the best aspects of The CUInsight Experience podcast is the diverse range of guests that are featured. From credit union leaders to industry experts, each guest brings their own unique perspective and insights to the table. This provides listeners with a well-rounded view of different aspects of the industry and allows them to gain valuable knowledge and advice.
Additionally, Randy's interviewing skills deserve praise as he asks thoughtful questions that prompt guests to share their personal experiences and expertise. This creates an engaging and enjoyable listening experience for the audience.
On the downside, there were no specific drawbacks mentioned in the reviews provided. However, it is worth noting that some listeners may prefer a more structured format or a deeper dive into specific topics. While The CUInsight Experience covers a wide range of subjects, it may not go as in-depth as some listeners would like.
In conclusion, The CUInsight Experience podcast is highly recommended for anyone interested in banking, payments, fintech, or leadership within the credit union industry. With its diverse range of guests and informative discussions, this podcast offers valuable insights and advice that can benefit both professionals within the industry and those interested in learning more about it. Randy's engaging interview style creates an enjoyable listening experience that keeps audiences coming back for more.
“You establish trust with your team by acknowledging that you don't have all the answers.” - Greg MichligWelcome to episode 207 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Alacriti—a leading payments fintech helping credit unions compete with challenger banks and digital wallets. Alacriti delivers seamless, real-time money movement experiences for loan payments, A2A transfers, digital disbursements, and bill pay. With a single, cloud-native platform that connects to The Clearing House, Fedwire, ACH, and FedNow, credit unions can modernize without overhauling legacy infrastructure. Learn more at Alacriti.com.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we are joined by CUInsight's CEO Greg Michlig, who joins us to talk about the power of paradox. Leadership, after all, isn't always about having the answers. What does it look like to lead with both confidence and humility, to show strength while also admitting to what you don't know? Greg brings some personal stories and honest reflections, and we explore what it means to lead in uncertain times without pretending to be certain, and how the best leaders learn to embrace complexity rather than run from it.We also get personal when we look at the idea of “being right” vs. “getting it right” and we reflect on the uncomfortable (and sometimes hilarious) experience of feeling like an imposter and a winner . . . at the same time!If you have ever felt the pressure to perform, to decide fast, or to prove yourself worthy of your title, we encourage you to listen in. Enjoy our conversation with Greg Michlig!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List How to find Greg:Greg Michlig, CEO at CUInsightcuinsight.comGreg: LinkedInCUInsight: LinkedIn | Instagram | Facebook | YouTube | XWant to hear more from Greg? Click here.
“Leaning into your best self—that's what brings joy and happiness.” – Tracie KenyonWelcome to episode 209 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Alacriti—a leading payments fintech helping credit unions compete with challenger banks and digital wallets. Alacriti delivers seamless, real-time money movement experiences for loan payments, A2A transfers, digital disbursements, and bill pay. With a single, cloud-native platform that connects to The Clearing House, Fedwire, ACH, and FedNow, credit unions can modernize without overhauling legacy infrastructure. Learn more at Alacriti.com.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we are joined by a familiar voice—Tracie Kenyon, Executive Development Partner at Humanidei—to discuss the importance of leaders doing inner work: what we bring into the room before the meeting even starts. Even though it's often said that feelings do not belong in the workplace, nothing could be further from the truth.Inner work is messy, ongoing, and, at times, uncomfortable—but it is also where the most meaningful improvements in leadership happen. Tracie helps us explore what it really looks like to lead from the inside out.We also reflect on our own growth, and Tracie reminds us that leadership isn't always about having the right answers but about staying curious, staying grounded, and letting go of the idea that we have to always be perfect and in control of everything.Whether you are leading a team or leading yourself through a tough season, this episode is for you. Enjoy our conversation with Tracie Kenyon!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and Spotify How to find Tracie:Tracie Kenyon, Executive Development Partner at Humanideihumanidei.comTracie: LinkedInHumanidei: LinkedIn | Facebook | XWant to hear more from Tracie? Click here.
“Trust is the currency that keeps credit unions thriving.” - Jill Nowacki Welcome to episode 208 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Alacriti—a leading payments fintech helping credit unions compete with challenger banks and digital wallets. Alacriti delivers seamless, real-time money movement experiences for loan payments, A2A transfers, digital disbursements, and bill pay. With a single, cloud-native platform that connects to The Clearing House, Fedwire, ACH, and FedNow, credit unions can modernize without overhauling legacy infrastructure. Learn more at Alacriti.com.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we discuss a simple but incredibly important topic: the importance of trust. We don't talk about it just as a buzzword but as something absolutely critical to being a good, effective leader. Sharing real stories from the credit union world, we closely examine the different layers of trust, from keeping members' data safe to creating spaces where people feel seen, heard, and safe.We also talk openly about the disconnect between intention and perception and how even well-meaning leaders can unintentionally erode trust via missteps, unintentional favoritism, and/or inconsistency. Jill shares her own mental model of a “trust pyramid,” applying it to both member and employee expectations, and I reflect on moments in my own leadership journey where trust may have faltered and what it takes to earn it back.Whether you are a leader yourself who is trying to build a more cohesive team or someone rethinking your organization's promises to the communities that you serve, please join us because this conversation will challenge you to reflect on what trust truly requires!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List Previous guests mentioned in this episode: Chuck Fagan (episodes 5 & 176)
“If you're looking for evidence of your failure, you'll find that evidence.” - Jill NowackiWelcome to episode 207 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Alacriti—a leading payments fintech helping credit unions compete with challenger banks and digital wallets. Alacriti delivers seamless, real-time money movement experiences for loan payments, A2A transfers, digital disbursements, and bill pay. With a single, cloud-native platform that connects to The Clearing House, Fedwire, ACH, and FedNow, credit unions can modernize without overhauling legacy infrastructure. Learn more at Alacriti.com.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we discuss a challenge that many of us deal with—imposter syndrome—that annoying voice in your head that's trying to convince you that you aren't good enough and you don't deserve to be here. We talk about how it shows up and shapes how we lead, interact, and self-sabotage.We talk about first jobs—where a “fake it ‘til you make it” mindset was the norm—and moments that made us question if we belonged where we were. Imposter syndrome sometimes hides behind perfectionism, micromanagement, and/or hesitation to take risks, and we discuss what that can do to a workplace culture.Join us as we offer up some tools to help you recognize that it isn't just you—literally everyone is flawed!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List
“Be unreasonable, but not unrealistic.” - Renée SattiewhiteWelcome to episode 206 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei. This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we are joined by Renée Sattiewhite, President & CEO at the African-American Credit Union Coalition (AACUC). We discuss the growing pains that come with scaling up an organization, and Renée reflects on her experience scaling AACUC through tough times, including a rapid expansion during the COVID-19 pandemic that required balancing remote hires and maintaining the organization's core values.Renée's journey as a leader truly highlights the importance of hiring the right people and making sure that the organization's culture remains intact as things grow and change. She talks candidly about the lessons that she has learned in guiding her team and offers a unique perspective on leading during periods of growth. From training employees to prioritizing well-being over profits, Renée offers some truly valuable insight for leaders dealing with their own growing pains. Enjoy our conversation with Renée Sattiewhite!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyHow to find Renée:Renée Sattiewhite, President & CEO at AACUCaacuc.orgRenée: LinkedInAACUC: LinkedIn | Facebook | Instagram | X | YouTube
“Don't just bounce back—bounce better.” - Randy SmithWelcome to episode 205 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei. This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we discuss the idea of resilience, stressing that it isn't just about weathering a storm; it's also about coming out stronger on the other side of it. We talk about what it means to be a truly resilient leader and how organizations can build resilience into their DNA.We talk about how leaders who thrive through difficult times are not just the ones who endure but those who adapt, inspire, and create opportunities out of challenges. We also discuss the traits that set resilient leaders apart—how they embrace setbacks and create adaptability in their teams.As we further explore this topic, we talk about how it is not just an organizational trait; it's also personal, and we look at the importance of leaders maintaining their own well-being, recognizing when to push forward and when to step back.We hope you'll enjoy this conversation as we cover practical ways to put resilience into operations!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book ListPrevious guests mentioned in this episode: Mike Valentine (episodes 128 & 204)
“As long as you take your job seriously and not yourself seriously, you're ok.” - Mike ValentineWelcome to episode 204 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we welcome our friend Mike Valentine back to the show. Mike is the President and CEO of BCU in Illinois, and he joins us to reflect on some insights from his 40 years in the credit union industry, offering a refreshing perspective on leadership that prioritizes authenticity. We explore how leaders can balance being true to themselves while also taking on the expectations of others.Mike opens up about the challenges that he faced early in his career. He stresses that being a leader isn't about fitting into a mold but rather about embracing one's true self, which ultimately leads to stronger connections and more effective leadership. We also discuss the importance of helping teams find and express their authentic selves and how diversity in leadership styles strengthens organizations.As we further explore Mike's journey, he touches upon the critical moments that helped shape his leadership style, including learning from mentors and handling work-life integration. Whether you are a current or aspiring leader, this episode will offer valuable insights into how to lead with integrity and authenticity! Enjoy our conversation with Mike Valentine!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book ListHow to find Mike:Mike Valentine, President and CEO of BCUbcu.orgMike: LinkedInBCU: LinkedIn | Facebook | Instagram | YouTubeWant to hear more from Mike? Click here
“Looking out a couple years, your strategic plan may still be viable, but it sure has to be flexible.” - Randy SmithWelcome to episode 203 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.In this season Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we discuss creation vs. innovation and what we believe the primary differences between the two are. We discuss how leaders can strike the right balance between creating something entirely new and innovating on something that already exists. We also share our thoughts on the role of A.I. in speeding up innovation, why collaboration is important, and how organizations can put strategic change into effect.We offer some insights into how leaders can stay ahead in an industry that is always evolving and changing. We talk about the challenges of gaining team buy-in, how to manage incremental improvements while also encouraging bold creation, and why it's crucial to set clear, actionable steps after every planning session. We also discuss the idea of "minimum viable products" and how launching small ideas that can be tested can lead to truly meaningful innovation.We hope that you will tune in for our conversation on how staying curious, facilitating collaboration, and having a mindset focused on growth can really transform the way that credit unions serve their members!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List
“Recognize your own humanity and give yourself the resources you need to cultivate optimism.” - Jill NowackiWelcome to episode 202 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.In this season Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, you will hear us discuss the importance of optimism, especially as a leader. We unpack the differences (as well as similarities) between being optimistic and being realistic and Jill stresses why it's so incredibly important that leaders set an example of optimism for their teams.Not everyone is naturally inclined toward optimism, so we discuss some ways to cultivate it, and Jill highlights the importance of understanding that even though it's crucial for leaders to model optimism, it's important to understand that leaders are humans who have bad days as well, and we describe ways to match optimism with pessimism and find a happy medium. Whether you naturally lean more toward pessimism or toward optimism, this episode is one that you won't want to miss!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List
“There's nothing we can do today that makes tomorrow happen exactly how we think...” - Jill NowackiThank you for tuning in to episode 201 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.While we don't have a guest for our first episode of 2025, we are excited to announce Jill as the podcast's new official co-host, and we discuss the age-old question: Is life short or is life long? Drawing inspiration from the 2004 film Garden State, Jill shares how this question has shaped her thinking over the years, exploring how this perspective influences everything from career choices to even daily decisions.During our conversation, we discuss how this mindset affects leadership, personal growth, and even business strategy, especially in the fast-paced world of credit unions! For Randy, embracing both viewpoints (that life is both short and long) has been key to launching new projects without waiting for perfection, while Jill highlights how this approach can create space for greater peace of mind and preparedness to take advantage of unexpected opportunities. We also discuss how this perspective impacts planning, whether it be strategic business moves or personal growth, and how small steps can lead to big results.As we wrap up the show, you will hear us reflect on the power of staying present, embracing change, and learning from the journey, regardless of whether life feels like it's speeding by in front of you, and as always, we leave you with some actionable takeaways to implement in your own leadership and life!Whether you are in a season of big decisions or small steps, this episode is full of inspiration to help you start the year off with clarity and confidence, so join us as we kick off this new season together!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyHow to find Jill:Jill Nowacki, President and CEO of Humanideihumanidei.comJill: LinkedInHumanidei: LinkedIn | Facebook | Instagram | X
“Stay authentic to your path.” - Jill NowackiThank you for tuning in to episode 200 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com.My guest on today's show is Jill Nowacki, President and CEO of Humanidei. As we celebrate our milestone of 200 episodes, Jill and I reflect on 2024 (and her becoming co-host in 2025). We discuss the changing human expectations, pace of change, and transformational change within credit unions in 2024. As we look to the future, we explore the critical role vision plays in strategic planning.During our conversation, Jill discusses how the shifting dynamics of the workforce are increasingly shaped by the need to prioritize human expectations. She talks about the common traits among thriving credit unions and what makes a resilient leadership team. Jill advises listeners to take a moment to celebrate the wins and lessons learned in 2024.As we wrap up the show, Jill talks about becoming the co-host of the podcast, the topics she's looking forward to discussing, and her dream guest for the podcast. She also talks about her favorite Christmas movie and who she thinks about when she hears the word “success”.With Jill joining next season as co-host, we welcome fresh energy and insightful dialogues, so here's to what lies ahead. Enjoy my latest conversation with Jill Nowacki!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List How to find Jill:Jill Nowacki, President and CEO of Humanideihumanidei.comJill: LinkedInHumanidei: LinkedIn | Facebook | Instagram | X
“Our job is to encourage credit unions to reach underserved markets and show them how it can be a huge growth strategy.” - Cathie MahonThank you for tuning in to episode 199 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Cathie Mahon, President and CEO at Inclusiv. Cathie shares her career journey in credit unions that began over 30 years ago. She is deeply rooted in her passion for organizing and empowering underserved communities. From her early days as an intern during a pivotal time in Los Angeles to her leadership role in New York City's Office of Financial Empowerment, Cathie has been on a mission to ensure financial inclusion for all.During our conversation, Cathie discusses her experience at the SACCA Congress in Kenya, exploring the global cooperative movement and the significant lessons we can learn from African SACCOs. We discuss the challenges and opportunities within the credit union industry, particularly the role of “hyper-local” credit unions making substantial community impacts. Cathie also mentions the Clean Communities Investment Accelerator and its goal to provide funds to community lenders—helping them lend to clean energy projects in low-income communities.As we wrap up the show, Cathie shares how she balances work and her personal life, some book recommendations, and the best advice she received. Enjoy my conversation with Cathie Mahon!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 Cathie:Cathie Mahon, President and CEO at Inclusivinclusiv.orgCathie: LinkedInInclusiv: LinkedIn | Facebook | X
“A good leader will create conversation by being honest about what they believe, even if they know people will disagree with it.” - Sekou BermissThank you for tuning in to episode 198 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Sekou Bermiss, Associate Professor of Strategy and Entrepreneurship at the Kenan-Flagler Business School on the campus of the University of North Carolina at Chapel Hill. Sekou is also the next keynote speaker for the upcoming CUInsight Mini-Con: Winter Event. He shares some compelling insights about his journey from a chemical engineer to a well-respected strategist and academic. His unique perspective offers listeners a look into the complex challenges and opportunities facing the credit union industry today.During our conversation, we discuss the talent shortage, particularly in IT, with Sekou emphasizing how credit unions can appeal to younger generations who are drawn to social responsibility. Sekou explains the significance of being resilient and adaptable in today's environment, and talks about the common traits in organizations that do that well. Listen as Sekou explains how credit unions can foster resilience and innovation by creating a culture that encourages experimentation—allowing them to remain relevant and thrive amidst constant change.As we wrap up the show, Sekou talks about trying new things to stay relevant, he lists his current favorite reads and shares his all-time favorite albums. Enjoy our conversation and don't forget to register for the CUInsight Mini-Con: Winter Event to hear more from Sekou Bermiss!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 Sekou:Sekou Bermiss, Associate Professor at University of North Carolina at Chapel Hill, Kenan-Flagler Business Schoolkenan-flagler.unc.eduSekou: LinkedIn | InstagramUniversity of North Carolina at Chapel Hill: LinkedIn | Facebook | Instagram | TikTok | YouTube
“Learn to listen and be a collaborator.” - Renée SattiewhiteThank you for tuning in to episode 197 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Renée Sattiewhite, President and CEO of the African-American Credit Union Coalition (AACUC). This conversation is held on-site at SACCA Congress in Kenya, surrounded by an influential group of 32 individuals from the U.S. credit union system. Renée shares what inspired her to bring this diverse group to Kenya, stemming from her experiences at previous congresses and her passion for fostering connections and future growth.During our conversation, Renée talks about the unique insights gained from international perspectives. She shares the vast value of learning from different cultures to improve our practices for the communities we serve. We discuss how ACCOSCA's commitment to inclusivity is evident through their efforts. Renée discusses strategies for developing a pipeline of diverse leaders and the significance of mentorship in nurturing the next generation. Listen as we explore the joys of international collaboration, the power of community, and the challenges we face as an industry, which also serve as opportunities for growth and lasting change.As we wrap up the show, Renée shares who she thinks of when she hears the word, success. She shares book recommendations and provides advice to all listeners. Enjoy my conversation with Renée Sattiewhite!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 Renée:Renée Sattiewhite, President & CEO at AACUCaacuc.orgRenée: LinkedInAACUC: LinkedIn | Facebook | Instagram | X | YouTube
“The biggest thing credit unions need is grit.” - Samantha BeelerThank you for tuning in to episode 196 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Samantha Beeler, President of LSCU & Affiliates. Samantha shares the career journey that led her to credit unions and her current role. We discuss the challenges credit unions face while also exploring exciting new ventures and expansion opportunities. Samantha admires the grit and resilience of the credit union industry and how we unite to move our industry forward.During our conversation, Samantha shares the lasting impact mentors have had on her career and advises those working towards a leadership role. She expresses the value in fostering a culture of openness where where everyone feels valued and heard. When it comes to feedback, the LSCU & Affiliates team shares common language to create a fast to fail, quick to learn culture. Listen as we discuss ways to drive our industry forward through collaboration, innovation, and inspiration.As we wrap up the show, listen as Samantha shares how she finds harmony in balancing work and family life, some audio book recommendations, and who her favorite superhero is. Enjoy my conversation with Samantha Beeler!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 Samantha:Samantha Beeler, President of LSCU & Affiliateslscu.coopSamantha: LinkedInLSCU: LinkedIn | Facebook | YouTube | X
“At the heart of every digital transformation is cultural transformation.” - Michael CrowlThank you for tuning in to episode 195 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Michael Crowl, President & CEO of University Federal Credit Union (UFCU). Michael shares his career journey that led him to credit unions and his current role. He shares the value of curiosity and reflects on pivotal experiences that shaped his leadership style. The team at UFCU understands human-centered design in digital transformation and innovates to be compelling, maintain authenticity, and engage members effectively.During our conversation, Michael shares insights into the evolving financial landscape and emphasizes the need to be compelling and not just relevant in today's fast-paced world. He discusses the importance of transforming technology and culture to maintain authenticity and member engagement. Michael shares the lasting impact mentors have had on his career and advises those working towards a leadership role. Listen as we discuss the value in cultural and digital transformation, the power of curiosity, and authentic leadership that prioritizes others.As we wrap up the show, listen as Michael talks about a new chapter in his life as empty nesters, energy management, and a book he recommends to everyone. 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 Michael:Michael Crowl, President & CEO of UFCUufcu.orgMichael: LinkedInUFCU: LinkedIn | Instagram | Facebook | X | Youtube
“Push the envelope. Don't let your role, your organization, our industry as a whole become stagnant.” - Lauren CulpThank you for tuning in to episode 194 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Lauren Culp, the current President & CEO of CUInsight and soon-to-be Executive Director at the National Credit Union Foundation. Lauren discusses her upcoming career transition and reflects on her time at CUInsight. She shares valuable insights about leadership, communication, career development, and how we can break new ground to grow our industry.During our conversation, Lauren opens up about the bittersweet nature of leaving CUInsight after five impactful years, reflecting on the accomplishments she's most proud of. She is excited about the people in the credit union industry and the alignment of their goals to help evolve and grow our movement. Lauren shares insights and offers tips on executing strategic plans and getting everyone on board. She emphasizes the importance of listening, collaborating, and fostering a supportive team culture. Listen as we explore the theme of transitions, including the larger shifts happening within the credit union space.As we wrap up the show, listen in as Lauren shares the best advice she's been given around feedback, a book she recommends, and inspiration to change the world. Enjoy my conversation with Lauren Culp!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 Lauren:Lauren Culp, President & CEO at CUInsightcuinsight.comLauren: LinkedInCUInsight: LinkedIn | Instagram | Facebook | YouTube | X
“When we take a minute to help ourselves, that leaves us in a better place to support others.” - Robbie YoungThank you for tuning in to episode 193 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Robbie Young, VP of Strategic Growth at CUInsight, and advocate for mental health awareness. Robbie shares her story explaining the “why” behind her passion for mental health awareness. She offers heartfelt insights that emphasize why it's so important to have open and honest dialogue around mental health.During our conversation, We explore practical ways that leaders can initiate conversations, break down stigmas, and create spaces where individuals feel seen, heard, and supported. Robbie shares valuable resources available to credit unions to provide mental health awareness and support their teams. She discusses ways to create a culture that values and recognizes mental health and shares how to measure the effectiveness of our efforts. Listen as we discuss ways to have conversations around mental health, create change for the better, and stay relevant for the future.As we wrap up the show, listen in as Robbie shares the last time she was amazed during a Global Women's Leadership Network event, a book she highly recommends, and lets everyone know how much they matter.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 Robbie:Robbie Young, VP of Strategic Growth at CUInsightcuinsight.comRobbie: LinkedInCUInsight: LinkedIn | Instagram | Facebook | YouTube | X
“Trust exists at the crossroads of confidence and empathy.” - Pamela BarnumThank you for tuning in to episode 191 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Pamela Barnum, Trust and Nonverbal Communication Expert and keynote speaker for the upcoming CUInsight Mini-Con event. Pamela shares her career journey as a former undercover police officer and federal prosecuting attorney. She leverages her law enforcement background to teach leaders strategies to build trust, improve negotiations, and increase sales through intentional communication and body language. We are so excited to have Pamela as the keynote speaker for the next CUInsight Mini-Con event, register today!During our conversation, Pamela discusses the “First” principles of leadership as it relates to tactical influence. She explains how to build and maintain trust along with the crucial role of empathy in leadership. Pamela explores common pitfalls in communication and how leaders can better connect with their teams and members by understanding nonverbal cues and practicing effective listening. Listen as we discuss the power of trust, communication, and empathy to build a stronger, more productive, and more engaged culture.As we wrap up the show, listen in as Pamela talks about creating routines, journaling, and improving each day along with some books she recommends. Enjoy my conversation with Pamela Barnum.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 Pamela:Pamela Barnum, Trust and Nonverbal Communication Expertpamelabarnum.comPamela: LinkedIn | Instagram
“As credit unions, what we do and why we do it, is incredibly important.” - Leigh BradyThank you for tuning in to episode 191 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Leigh Brady, President & CEO of State Employees Credit Union (SECU) in North Carolina. Leigh shares her career journey that started at SECU over 36 years ago, having grown through the ranks to becoming the President and CEO. Leigh believes people are our biggest strength and the difference makers within the financial services industry.During our conversation, Leigh discusses challenges credit unions face today and how we can overcome them. She expresses the value in taking risks and innovating to meet members needs based on feedback. Leigh shares the lasting impact mentors have had on her career and advises those working towards a leadership role. Listen as we discuss the power of people, servant leadership, and innovating to drive our movement forward.As we wrap up the show, listen as Leigh talks about her dad and his positive impact on others, being intentional with your time, and her book recommendation. Enjoy my conversation with Leigh Brady!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 Leigh:Leigh Brady, President & CEO of State Employees' Credit Unionncsecu.orgLeigh: LinkedInSECU: LinkedIn | Instagram | Facebook | YouTube
“We have to listen to people to understand their experience.” - Jill NowackiThank you for tuning in to episode 190 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Jill Nowacki, Founder, President & CEO of Humanidei. Jill shares how she started her career in credit unions over 20 years ago and reflects on the last five years since Humanidei was developed. Credit unions work with Humanidei to integrate their most important asset, human capital, into organizational growth plans to win the war for talent. During our conversation, Jill discusses being optimistic when facing one of the industry's biggest challenges—the pace of changing complexities in running an organization and how to keep teams aligned and moving forward. She shares the value in providing autonomy to employees and members to create a frictionless and high-performing experience. Jill notes the key to receiving insightful feedback is asking open-ended questions. Listen as we discuss how to remove friction and create more meaningful experiences for employees and members.As we wrap up the show, listen as Jill talks about self-growth, her excitement for traveling this summer with family, and what book she is getting ready to read with her team. Enjoy my conversation with Jill Nowacki!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List How to find Jill:Jill Nowacki, President & CEO of Humanideihumanidei.comJill: LinkedIn | Instagram | XHumanidei: LinkedIn | Instagram | Facebook | X
“It takes five percent of people to make a difference.” - John Hope BryantThank you for tuning in to episode 189 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is John Hope Bryant; Founder, Chairman, & CEO of Operation HOPE. He acted as the Vice Chairman of the President's Advisory Council on Financial Literacy and he's the author of a best-selling book Financial Literacy for All. John shares life experiences that drove him to a career in promoting financial literacy. Operation HOPE is the largest financial literacy coaching organization in America. During our conversation, John talks about the importance of financial literacy and ways to improve financial dignity in our communities and nationwide. He shares ways credit union leaders can become better equipped to empower employees and educate members in becoming financially healthy. Operation HOPE strives to find new and innovative ways to promote financial literacy for all and advance economic opportunity by providing people with the tools needed to reach their goals. Listen as John talks about making financial literacy a non-negotiable priority.As we wrap up the episode, John talks about remembering the best advice he's received, listening to Quincy Jones, and loving the work he does. Enjoy my conversation with John Hope Bryant!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 John:John Hope Bryant; Founder, Chairman, & CEO of Operation HOPEjhbhope@operationhope.org operationhope.org John: LinkedIn Operation HOPE: LinkedIn | Instagram | Facebook | X
“Our opportunity is to figure out how to retain and elevate talent within our movement.” - Tobi WeingartThank you for tuning in to episode 188 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is Tobi Weingart, Chief Program Officer at the National Credit Union Foundation (NCUF). Tobi shares her career journey in credit unions that began after college. She encourages teams to create an environment that supports talent and provides opportunities to the rising stars of our movement. The National Credit Union Foundation is the charitable arm of the industry working to improve people's financial lives.During our conversation, Tobi talks about nurturing and empowering professional development within teams. She discusses the importance of embracing opportunity to retain and elevate talent within the credit union movement. Tobi mentions numerous programs and workshops that ensure everyone in the organization has access to mission-based training. She shares the lasting impact mentors have had on her career and advises those working towards a leadership role. Listen as Tobi talks about the vast benefits of Credit Union Development Education (DE Program) and what leaders can do to create the best environment for developing talent.As we wrap up the episode, Tobi talks about spending time in nature, listening to nostalgic music, and admiring her grandma. Enjoy my conversation with Tobi Weingart!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 Tobi:Tobi Weingart, Chief Program Officer at the National Credit Union Foundationtweingart@ncuf.coop ncuf.coop Tobi: LinkedIn NCUF: LinkedIn | Instagram | Facebook | YouTube | X
“Inspire people to grow and use their potential.” - Lisa FlorianThank you for tuning in to episode 187 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is Lisa Florian, President & CEO at Clearview FCU. Lisa shares her career journey in financial services that led her to where she is today. She strives for a collaborative team culture to support members and one another. The team at Clearview is committed to creating inclusive and thriving communities where financial growth and prosperity are accessible to everyone.During our conversation, Lisa talks about meeting members where they are and expanding financial services where members show interest. She discusses the importance of communication and collaboration as it reflects team culture. Lisa shares the lasting impact mentors have had on her career and advises those working towards a leadership role. Listen as we discuss ways to drive our industry forward by inspiring others to grow, act, and live up to their potential.As we wrap up the show, listen in as Lisa talks about the importance of self-care and work-life integration, nostalgic music from her favorite decades, and books she recommends. Enjoy my conversation with Lisa Florian!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 Lisa:Lisa Florian, President & CEO at Clearview FCUlflorian@clearviewfcu.org clearviewfcu.org Lisa: LinkedIn Clearview: LinkedIn | Instagram | Facebook | YouTube | X | Pinterest
“A great leader starts with empathy.” - Tim AndersonThank you for tuning in to episode 186 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is Tim Anderson, President & CEO of United States Senate Federal Credit Union (USSFCU). Tim shares his 40+ year career journey in financial services that led him to where he is today. Tim encourages empathy and builds a people-centric culture where employees feel empowered. Together, the team at USSFCU improves financial wellness by integrating sustainability and security into every financial solution.During our conversation, Tim talks about the power of thoughtful and innovative leadership. He discusses the significance of digital transformation to remain relevant and competitive in today's environment. Tim values the lasting impact mentors have had on his career and shares ideas on what we can do to raise the leaders of tomorrow. Listen as we discuss the importance of empathy and pouring into our people to drive the credit union movement forward.As we wrap up the show, listen in as Tim talks about his early-career adventures, his recommended read, and his top Michael Jackson album. Enjoy my conversation with Tim Anderson!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 Tim:Tim Anderson, President & CEO of United States Senate Federal Credit Unionmanagement@ussfcu.orgcommunications@ussfcu.org ussfcu.orgTim: LinkedIn USSFCU: LinkedIn | Instagram | Facebook | YouTube | TikTok | X
“We maintain our sense of purpose in serving our country.” - Tony HernandezThank you for tuning in to episode 185 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is Tony Hernandez, President & CEO at Defense Credit Union Council (DCUC). Tony spent 25 years in the United States Air Force before transitioning into the credit union industry. He truly understands the needs of military members and uses his knowledge to support the financial wellness of service members, veterans, and their families.During our conversation, Tony explains how important it is that veterans know and understand the resources available to them. He talks about becoming an alternate voice within the credit union industry that empowers those who serve our country. Tony shares the lasting impact mentors have had on his career and advises those working towards a leadership role. Listen as we discuss the most current guides and programs DCUC has for veterans across the US.As we wrap up the show, listen in as Tony talks about being amazed by the milestones of his daughters, book, and listening to 80s rock. Enjoy my conversation with Tony 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 Tony:Tony Hernandez, President & CEO at DCUC (Defense Credit Union Council)ahernandez@dcuc.orgdcuc.orgTony: LinkedIn DCUC: LinkedIn | Facebook | X
“We have a special opportunity to make a difference in people's lives.” - Jennifer BorowyThank you for tuning in to episode 184 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is Jennifer Borowy, President & CEO of Michigan First Credit Union. Jennifer shares the career journey in financial services that led her to her current role at Michigan First. As they continue to evolve, Jennifer and her team innovate and improve digital solutions to meet members where they are and exceed their needs. During our conversation, Jennifer discusses the importance of collaboration and how to achieve goals as a team and community. She talks about building a team culture that positively impacts lives inside and outside the organization. Jennifer emphasizes the value in listening to members' feedback and requests and taking action to grow together. Listen as we discuss the idea of staying ahead in the industry by working together.As we wrap up the show, listen in as Jennifer talks about visiting Niagara Falls with her family, being intentional with her time at work and home, and a book she recommends to improve member service. Enjoy my conversation with Jennifer Borowy!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 Jennifer:Jennifer Borowy, President & CEO of Michigan First Credit Unionjborowy@michiganfirst.com michiganfirst.comJennifer: LinkedIn Michigan First: LinkedIn | Facebook | Instagram | Youtube
Always go back to the roots of your ‘why'.” - Hector MartinThank you for tuning in to episode 183 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is Hector Martin, President & CEO of County Schools FCU in California. Hector shares his career journey in credit unions that began right after high school. He is the founder of the professional development group designed specifically for credit unions, the Emerging Credit Union Leaders Council. Hector works with his team to build connections and improve the lives of members.During our conversation, Hector discusses how to carve out and maintain a long-term vision. He explains how the Emerging Credit Union Leaders Council provides professionals with a wealth of knowledge and connections to further their careers. Hector shares the value of having a mentor, a coach, and a friend as part of his network and the impacts they have had on his career. Listen as we discuss strategies for teams to develop and retain talent in the credit union industry.As we wrap up the show, listen in as Hector talks about being a credit union lifer, his latest book recommendation, and his view on blending life in a way that works for him. Enjoy my conversation with Hector Martin!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 Hector:Hector Martin, President & CEO of County Schools FCUhector@csfcu.orgcsfcu.orgHector: LinkedIn County Schools: LinkedIn | Instagram | Twitter
“Listen, learn, and co-create a future together.” - Brent RempeThank you for tuning in to episode 182 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Brent Rempe, President & CEO at First Alliance Credit Union. Brent shares his career journey that led him to credit unions and his current role. He shares the value in discovering your niche and defining your purpose to effectively lead and serve. The team at First Alliance Credit Union continues to foster connections and ignite positive change within their communities. During our conversation, Brent discusses how to pursue a heart-led purpose for your team and members. He shares the lasting impact mentors have had on his career and advises those working towards a leadership role. Brent emphasizes the importance of value alignment and trust in building a culture within the organization. Listen as we discuss strategies to effectively serve and influence communities while staying aligned with the mission.As we wrap up the show, listen in as Brent talks about being amazing by his team, making time for his family life no matter how busy he may be, and recalling advice he got from his mom. Enjoy my conversation with Brent Rempe!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 Brent:Brent Rempe, President & CEO at First Alliance Credit Unionbrempe@firstalliancecu.comfirstalliancecu.comBrent: LinkedIn First Alliance: LinkedIn | Instagram | Facebook | Twitter | Youtube
“Always lead with transparency.” - Jenny VippermanThank you for tuning in to episode 181 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Jenny Vipperman, President & CEO at ORNL Federal Credit Union. Jenny shares the career journey that led her to nearly two decades in credit unions. As they continue to evolve, Jenny and her team collaborate with fintechs and create CUSOs to meet and exceed member needs. During our conversation, Jenny discusses the value in collaborating with other credit unions to collectively move the industry forward. We talk about the power of artificial intelligence and how leaders must learn and leverage AI to remain relevant and protect their organizations. Jenny shares the lasting impact mentors have had on her career and advises those working towards a leadership role. Listen as we discuss ways to drive our industry forward through collaboration, innovation, and transparent leadership.As we wrap up the show, listen in as Jenny talks about her son's amazing talent, her first choice casting for her biopic, and her current book recommendation. Enjoy my conversation with Jenny Vipperman!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 Jenny:Jenny Vipperman, President & CEO at ORNL Federal Credit Unionjvipperman@ornlfcu.comornlfcu.comJenny: LinkedIn ORNL: LinkedIn | Instagram | Facebook | Twitter | Youtube
“The relationships you build in and outside the organization are critically important.” - Libby GillThank you for tuning in to episode 180 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Libby Gill, Leadership Expert, Executive Coach, and Award-Winning Author. Libby Gill guides individuals and organizations to lead through change, challenge, and chaos by deeply engaging employees on a shared, future-focused vision of success. She is also the author of seven books including, The Hope Driven Leader. We are so excited to have Libby as the keynote speaker for the next CUInsight Mini-Con event, register today!During our conversation, Libby discusses Hope Theory, the science of hopefulness as it pertains to building connections and sharing the same vision within an organization. She talks about inspiring all levels of your credit union team with purpose. Listen as we discuss ways to create a purposeful and productive workplace.As we wrap up the show, listen in as Libby talks about memories of jobs from before her career, an inspiring story of someone who turned their life around, and a heartwarming story of her team rallying around a teammate. Enjoy my conversation with Libby Gill!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 Libby:libby@libbygill.comlibbygill.comLibby: LinkedIn | Instagram | YouTube | Facebook | Twitter
“We're going to have to be flexible to compete.” - Brian LeeThank you for tuning in to episode 179 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Brian Lee, President & CEO at Landings Credit Union in Arizona. Brian shares how his time as an examiner influences his problem solving and leadership style. As they continue to grow, Landings Credit Union offers members personalized financial products and services. Under Brian's leadership, the credit union also earned its Dementia Friendly Business designation.During our conversation, Brian discusses the minor improvements and micro-innovations that lead to big wins for credit union teams. He explains strategies that help teams boost ideas overall and encourage team members to feel a sense of ownership. Listen as we discuss the identity crisis for many credit unions today and the importance of not getting lost in the noise around us.As we wrap up the show, listen in as Brian talks about making smoothies at a popular chain, being amazed by his children, and listening to this particular Pearl Jam album. Enjoy my conversation with Brian Lee!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 Brian:Brian Lee, President & CEO at Landings Credit Unionblee@landingscu.orglandingscu.orgBrian: LinkedIn Landings Credit Union: LinkedIn | Instagram | YouTube | Facebook | Twitter
“Continue to learn, grow, and collaborate to move our industry forward.” - Linda ArmynThank you for tuning in to episode 178 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Linda Armyn, President & CEO of Bethpage FCU. Linda has been a part of the Bethpage family for over two decades, having grown through its ranks to recently becoming the President & CEO. Linda acknowledges the significance of every role in creating a collaborative team. Together, the team at Bethpage offers a full range of products and services to support the financial wellness of members.During our conversation, Linda talks about the importance of fostering a collaborative environment that includes all departments and board members. She discusses how credit unions can work together to overcome economic challenges and drive our movement forward. Linda shares the lasting impact mentors have had on her career and advises those working towards a leadership role. Listen as we discuss the power of telling our stories to enhance the future of the industry.As we wrap up the show, listen as Linda shares what music she enjoys, inspiring words from her father, and why she purchased 149 copies of this book and sent it to her team. Enjoy my conversation with Linda Armyn!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 Armyn, President & CEO of Bethpage FCUlarmyn@bethpagefcu.combethpagefcu.comLinda: LinkedIn Bethpage FCU: LinkedIn | Instagram | Facebook | TikTok | YouTube
Make ‘better' happen.” - Jill NowackiThank you for tuning in to episode 177 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Jill Nowacki, President & CEO of Humanidei. Jill shares how she started her career in credit unions over 20 years ago and the initiative behind starting Humanidei. Credit unions work with Humanidei to integrate their most important asset, their human capital, into organizational growth plans to win the war for talent. Jill is passionate about helping credit unions and their people reach their full potential and looks forward to seeing the momentum built around organizational growth and wellness.During our conversation, Jill discusses being optimistic in the face of the industry's biggest challenge — establishing continued relevance. She talks about the power of being a financial cooperative and embracing what differentiates us given opportunities and challenges in today's environment. Jill emphasizes the significance of emotional intelligence at every organizational level when adding individuals to a team. Listen as we discuss taking the initiative to create a better future for credit unions, teams, and members.As we wrap up the show, listen in as Jill shares the last time she was truly amazed, three intentions she has for 2024, and what book she recommends. Enjoy my conversation with Jill Nowacki!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 Jill:Jill Nowacki, President & CEO of Humanideijill@humanidei.comhumanidei.comJill: LinkedIn | Instagram | Twitter | MediumHumanidei: LinkedIn | Instagram | Twitter | Facebook
“We're going to build with the industry and build it the way you want it.” - Chuck FaganThank you for tuning in to episode 176 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Chuck Fagan, President and CEO of PSCU. PSCU is the nation's premier payments CUSO offering end-to-end support and integrated fintech solutions to help credit unions deliver personalized, connected experiences. Chuck shares insights on the merger of PSCU and Co-op Solutions. They continue to focus on serving credit unions beyond traditional payment processing and provide new and innovative solutions to drive our movement forward.During our conversation, Chuck talks about credit unions scaling with mergers. He shares the importance of communication and merging the cultures of PSCU and Co-op to strengthen their impact and continue supporting the industry. Listen as we discuss lessons learned from domestic and international cases of evolving within the financial services industry.As we wrap up the show, listen in as Chuck talks about practicing his golf skills, enjoying being a grandfather, and what's to come in the future. Enjoy my conversation with Chuck Fagan!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 Chuck:Chuck Fagan, President and CEO of PSCUcfagan@pscu.compscu.com Chuck Fagan: LinkedIn PSCU: LinkedIn | Twitter | Instagram | Facebook
“We can make this world a bit better than how we found it.” - Dr. Gamaliel HassanThank you for tuning in to episode 175 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business, the most comprehensive one-stop shop for business purchasing.My guest on today's show is Dr. Gamaliel Hassan, CEO of Stima Sacco in Nairobi, Kenya. Dr. Gamaliel shares his career and education journey that led him to where he is today. Stima Sacco is the second largest SACCO in Africa. Dr. Gamaliel builds teams that directly help communities financially and continue to grow the financial services industry.During our conversation, Dr. Gamaliel talks about different financial business models and the importance of financial education. He dives into the challenges facing SACCOs and credit unions when it comes to fintechs and how we can leverage technology to remain relevant in a digital world. He explains the importance of knowing when to decline ideas, and to focus on ones that can be implemented. Listen as we discuss educating, informing, and training employees and members to ultimately change the world.As we wrap up the show, listen in as Dr. Gamaliel talks about his view of fatherhood, his big dreams, and who he'd like to cast for his biopic. Enjoy my conversation with Dr. Gamaliel Hassan!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 Dr. Gamaliel:Dr. Gamaliel Hassan, CEO of Stima Saccoghassan@STIMA-SACCO.COMstima-sacco.com Dr. Gamaliel: LinkedIn Stima Sacco: LinkedIn | Facebook | Twitter
“Effective leaders help people see beyond what they're capable of.” - Terrance WilliamsThank you for tuning in to episode 174 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business, the most comprehensive one-stop shop for business purchasing.My guest on today's show is Terrance Williams, President & CEO at TruStage. Terrance shares his career journey that led him to his current role at TruStage. TruStage, formerly known as CUNA Mutual Group, is a mutual insurance company that provides insurance, investments, and cutting-edge technology to cooperatives, credit unions, and their members worldwide. As we look to the future, TruStage is focused on evolving to stay ahead and continue meeting the ever-changing needs of members.During our conversation, Terrance shares his experiences of developing professional relationships and resources within the industry. He shares the lasting impact mentors have had on his career and gives advice to those working towards a leadership role. Terrance discusses key points to stay relevant in today's digital world. Listen as we explore ways to evolve and stay ahead while being united in driving our industry forward.As we wrap up the show, listen in as Terrance shares the best piece of advice he's heard about authenticity, why fulfillment is part of his view of success, and which actor he'd choose for his biopic. Enjoy my conversation with Terrance Williams!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 Terrance:Terrance Williams, President & CEO at TruStagetrustage.com Terrance: LinkedIn TruStage: LinkedIn | Facebook | Twitter | Instagram
“Credit unions are the most positioned entity across the world to be the drivers of social and economic change.” - Monica BelzThank you for tuning in to episode 173 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business, the most comprehensive one-stop shop for business purchasing.My guest on today's show is Monica Belz, President & CEO at Kaua'i Federal Credit Union. Monica shares her passion and commitment to humanitarianism, which inspired her involvement with credit unions. The team at Kaua'i Federal Credit Union is rooted in their culture and works to rebuild communities to ensure the wealth and wellness of future generations. Monica believes credit unions are uniquely positioned to positively impact the world.During our conversation, Monica explains how ancestral wisdom and current cultural trends can create and impact change. She shares the value in advocating for local and global communities, interconnecting them, and her experience sharing and receiving, “aloha.” Monica discusses the importance of and insights to driving economic and social change. Listen as we discuss the strategies behind building resilient communities and regenerative economies.As we wrap up the show, listen in as Monica talks about visiting Japan and being amazed by her eldest child, diving deep into doughnut economics, and who her “shero” is . Enjoy my conversation with Monica Belz!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 Monica:Monica Belz, President & CEO Kaua'i Federal Credit UnionMonica@kauaicreditunion.orgkauaicreditunion.org Monica: LinkedIn Kaua'i FCU: LinkedIn | Instagram | Facebook
“Workplace mental health has a lot to do with the culture.” - Mike VenyThank you for tuning in to episode 172 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business, the most comprehensive one-stop shop for business purchasing.My guest on today's show is Mike Veny, who is fiercely committed to empowering employees to discover the gift of emotional wellness so they can accelerate personal and professional growth. Mike dives into different approaches to wellness, such as whole-life integration to find your own version of balance. We are so excited to have Mike as the keynote speaker for the next CUInsight Mini-Con event, so register today!During our conversation, Mike and I talk about mental health in the workplace. Mike covers a range of mental health topics for teams and individuals, as well as resources for individual and workplace growth. He discusses the correlation between DEI and mental health in organizations and ways to promote a healthy culture. Listen as we discuss tools and methods that help us reflect on mental health and how organizations benefit from inclusive mental health awareness.As we wrap up the show, listen in as Mike talks about admiring nature, reflecting on a Deepak Chopra quote, and listening to Stevie Wonder. Enjoy my conversation with Mike Veny!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 Mike:Mike Veny, Workplace Mental Health Speakermike@mikeveny.commikeveny.com Mike: LinkedIn | Twitter | Facebook | Instagram | YouTube
“Everyone has their niche.” - Keith O'NeilThank you for tuning in to episode 171 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business, the most comprehensive one-stop shop for business purchasing.My guest on today's show is Keith O'Neil, President & CEO at Johns Hopkins FCU (JHFCU). Keith was introduced to credit unions at a young age through family and became even more involved in college. He empowers his employees and is a mental health advocate, expressing its importance in workplaces. Keith and the JHFCU team continue to focus on their members, their community, and their impact on the credit union industry.During our conversation, Keith and I talk about finding your own path in the credit union industry and building connections. He shares the lasting impact mentors have had on his career, and gives advice to those working towards a leadership role. Keith brings attention to the need for spaces to discuss the correlation between mental and financial health. Listen as we discuss the power of mentorship, transparency in relationships, and teamwork as empathy.As we wrap up the show, listen in as Keith talks about recent events that left him amazed through risk-taking, advice from his mother, and his love for music. Enjoy my conversation with Keith O'Neil!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 Keith:Keith O'Neil, President & CEO at Johns Hopkins FCUkoneil@jhfcu.orgjhfcu.org Keith: LinkedInJHFCU: LinkedIn | Twitter | Facebook | Instagram
“What we do impacts people's lives daily.” - Nathan CoxThank you for tuning in to episode 170 of The CUInsight Experience podcast. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business is the most comprehensive one-stop shop for business purchasing.My guest on today's show is Nathan Cox, President and CEO at InRoads Credit Union. Nathan shares his career journey in financial services that led him to where he is today. He empowers his team and community with servant leadership and empathy. Nathan and the InRoads team continue to focus on their community and expand their services, talent, and contributions to the credit union industry.During our conversation, Nathan and I talk about career building and the importance of relationships, opportunities, and self-awareness. He shares the lasting impact mentors have had on his career, and gives advice to those working towards a leadership role. Nathan uses an escalator analogy to talk about promotions and lateral moves when pursuing a career. Listen as we discuss skill acquisition, community engagement, and leadership lessons.As we wrap up the show, listen in as Nathan talks about his first job, his view on balancing work and personal life, and his inspiring family. Enjoy my conversation with Nathan Cox!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 Nathan:Nathan Cox, President and CEO at InRoads Credit Unionnathan.cox@inroadscu.orginroadscu.org Nathan: LinkedInInRoads: Twitter | Facebook | Instagram
“One of the things that makes credit unions so beautiful is that people are willing to share.” - Randall SmithThank you for tuning in to episode 169 of The CUInsight Experience podcast. This episode is brought to you by PSCU, the nation's premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.In this episode, the tables are turned as Randall Smith, Co-founder of CUInsight is the guest and Jill Nowacki, President and CEO of Humanidei, is the host. As one of the co-founders of CUInsight he looks for innovative ways to spread the credit union message, connect people, and keep the credit union community informed. Randy is a continuous learner and his curious mind is not afraid to test the waters. Randy shares why he loves hosting The CUInsight Experience podcast and expresses excitement in what's to come.During the conversation, Jill and Randy talk about his experience hosting this podcast the last five years. They reflect on a previous episode recorded together and discuss the importance of intentional living from two perspectives, “yes or no” and the value found in each. Randy gives advice on asking questions, and not stopping after the first, “why” to dig deeper and figure out what's next. Listen as they discuss making decisions based on what lights you up in life and pursuing your interests.As we wrap up the show, listen in as Randy shares the last time he was truly amazed, which books he recommends, and how he defines success. Enjoy their conversation!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 Randall:Randall Smith, Co-founder at CUInsightrsmith@cuinsight.comcuinsight.com Randall: LinkedIn | TwitterCUInsight: LinkedIn | Twitter | Facebook | Instagram
“We have the ability to make a direct, tangible difference in the lives of people.” - Heather McKissickThank you for tuning in to episode 168 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation's premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.My guest on today's show is Heather McKissick, President and CEO at CUES. Heather shares her career journey comprised of mission-driven organizations which led her to where she is today. CUES is the leading talent development solutions provider to the credit union industry. Heather believes credit unions have the ultimate ability to make a tangible and intangible difference in people's lives.During our conversation, Heather and I talk about how credit unions can remain viable and relevant while staying member-centric. She shares the lasting impact mentors have had on her career, and the value of feedback through mentoring. Heather expresses the importance of creating a collaborative and facilitative environment for leaders to serve and guide their teams successfully. Listen as we discuss ways to remain viable in today's economy while continuing to drive our movement forward.As we wrap up the show, listen in as Heather talks about her insightful experience in Botswana, how she balances her personal and professional life, and her grandmother's successful legacy. Enjoy my conversation with Heather McKissick!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 Heather:Heather McKissick, President and CEO at CUESheather@cues.orgcues.org Heather: LinkedInCUES: LinkedIn | Facebook | Twitter | Instagram
“The greatest leaders are people builders.” - Ronaldo HardyThank you for tuning in to episode 167 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation's premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.My guest on today's show is Ronaldo Hardy, President & CEO at NACUSO. Ronaldo shares his career journey in financial services that led him to where he is today. Ronaldo describes NACUSO as a unique experience and opportunity for credit unions, CUSOs, fintechs, and credit union service partners to come together to advance collectively. The team works to drive innovation and collaboration for the credit union industry.During our conversation, Ronaldo and I talk about how collaborating is the pathway for progress. Ronaldo explains how CUSOs can help the industry leverage opportunities collectively. He shares the lasting impact mentors have had on his career, and gives advice to those working towards a leadership role. Listen as we discuss recent trends, community impact, and relationship building and management.As we wrap up the show, listen in as Ronaldo shares how excited he is for his new role and the future of the movement, how he keeps his bond with his wife and children strong, and why his mom is his inspiration. Enjoy my conversation with Ronaldo Hardy!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 Ronaldo:Ronaldo Hardy, President & CEO at NACUSOronaldo@nacuso.orgnacuso.org Ronaldo: LinkedInNACUSO: LinkedIn | Facebook | Twitter
“Collaborate to create a future where credit unions are thriving.” - Mara HumphreyThank you for tuning in to episode 166 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation's premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.My guest on today's show is Mara Humphrey, President & CEO at the Minnesota Credit Union Network. Mara shares her career journey that started in politics and led her to where she is today. The Minnesota Credit Union Network is the state trade association for Minnesota's credit unions. Mara is focused on creating a culture of collaboration within the credit union industry and evolving to stay ahead.During our conversation, Mara and I talk about the bright future of the credit union industry. She shares the lasting impact mentors have had on her career, and gives advice to those working towards a leadership role. Mara expresses the importance of a collaborative culture so credit unions can be more nimble and continue to meet the needs of the changing financial services landscape. Listen as we discuss ways to invest in credit union culture and stay true to a vision.As we wrap up the show, listen in as Mara talks about her amazing team, how her family keeps her grounded, and what hobby helps her relax. Enjoy my conversation with Mara Humphrey!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 Mara:Mara Humphrey, President & CEO at the Minnesota Credit Union Networkmhumphrey@mncun.orgmncun.org Mara: LinkedInMNCUN: LinkedIn | Facebook | Instagram | Twitter
“Be that person who is in a constant state of learning.” - Lisa PestaThank you for tuning in to episode 165 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation's premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.My guest on today's show is Lisa Pesta, President & CEO of Meriwest Credit Union. Lisa has been a part of the Meriwest family for over two decades, having grown through its ranks to recently becoming the President & CEO. Coming from a background in HR, Lisa has a unique perspective on the power of collaboration and building company culture. She is excited for the future of the industry and believes credit unions must collaborate to continue driving forward.During our conversation, Lisa and I talk about continuously learning and developing passionate credit union teams. She shares the lasting impact mentors have had on her career and life, and how she pays it forward to the next generation. Lisa is deeply invested in understanding the dynamics of a positive working environment that encourages collaboration and excellence from all team and board members. Listen as we discuss ways to keep the credit union industry collaborative and inclusive.As we wrap up the show, listen in as Lisa talks about her four successful kids, her favorite album, and her dad's inspiring story. Enjoy my conversation with Lisa Pesta!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 Lisa:Lisa Pesta, President & CEO of Meriwest Credit Unionlpesta@meriwest.commeriwest.comLisa: LinkedInMeriwest: LinkedIn | Facebook | Instagram | Twitter
“Let's change the world and do it together.” - Gerry SingletonThank you for tuning in to episode 164 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation's premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.My guest on today's show is Gerry Singleton, President & CEO of the Montana Credit Union Network (MCUN). Gerry shares the career journey that led him to credit unions 25 years ago. His journey began with TruStage, formerly known as CUNA Mutual Group and today he continues to foster his impact working with MCUN to support and serve credit unions and their members in Montana. He is excited for the future and believes credit unions can provide solutions for people and communities through collaboration.During our conversation, Gerry and I talk about embracing collaboration to empower the credit union industry, globally. He talks about the power of mutual support and helping financial institutions across the industry become more relevant and effective. Gerry shares the lasting impact mentors have had on his career and life, and how he pays it forward to the next generation. Listen as we discuss ways to connect dots within the credit union industry and continue driving forward.As we wrap up the show, listen in as Gerry talks about his word of the year and how he puts it to action, his book recommendations, and his love for 1920s musical artists. Enjoy my conversation with Gerry Singleton!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 Gerry:Gerry Singleton, President & CEO of the Montana Credit Union Networkgerry@mcun.coopmcun.coop Gerry: LinkedInMCUN: LinkedIn | Facebook | Instagram | Twitter
“We're in the people business, we're not in the money business.” - Tricia SzurgotThank you for tuning in to episode 163 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES, the credit union industry's leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your credit union. Register today!My guest on today's show is Tricia Szurgot, CEO at Securityplus FCU. Tricia is a certified futurist with over 20 years in the credit union industry, advocating for the future of the credit union movement. She chats about her experience growing in the industry including advice, knowledge, and inspiration for the future. In her role, she empowers the team at Securityplus to challenge ideas and dream big to transform financial services going forward.During our conversation, Tricia and I talk about the importance of balance as we evolve. She explores how credit unions can leverage technology while keeping member service and team operations human-centric. Tricia talks about how credit unions are in the people business and shares the importance of building a positive culture for members and employees to thrive. Listen as we discuss the future possibilities of the credit union industry.As we wrap up the show, listen in as Tricia talks about her view on work-life balance, her son's dream job, and her favorite music. Enjoy my conversation with Tricia Szurgot!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 Tricia:Tricia Szurgot, CEO at Securityplus FCUtricia.szurgot@securityplusfcu.orgsecurityplusfcu.org Tricia: LinkedInSecurityplus: LinkedIn | Facebook | Instagram | Twitter
“We believe in credit unions.” - Bob Trunzo In episode 162 of The CUInsight Experience podcast, host Randy Smith, a co-founder of CUInsight.com, sits down with Bob Trunzo, President and CEO of TruStage, (formerly CUNA Mutual Group).After the recording of this episode Bob announced his retirement. You can read all about that here and learn who will be taking the reins from Bob this fall. Congratulations Bob!This episode is brought to you by CUES, the credit union industry's leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your credit union. Register today!In this insightful conversation with Bob Trunzo, he recounts his career journey at CUNA Mutual Group, culminating in their recent rebranding to TruStage. TruStage, a mutual insurance company, has a global reach, providing insurance, investments, and cutting-edge technology to credit unions and their members. The team at TruStage sees this brand change as a prime opportunity to enhance their service and strengthen the credit union movement.During our discussion, Bob shares his insights on the rebranding process and adapting for the future while remaining dedicated to the credit union industry. We delve into the significance of delivering a seamless experience for members and the necessity of adaptability to maintain relevance. Bob also reveals the most impactful investment he made in his career and the invaluable role of having mentors by his side. He underscores the importance of listening as a leader to gain diverse and valuable perspectives. Join us as we explore the future of TruStage, its unwavering commitment to credit unions and their members, and its rich legacy of support.As we conclude our conversation, Bob reflects on the last time he experienced genuine amazement and emphasizes the crucial balance between family time and being fully present in the moment. Prepare to be inspired as you join me in this engaging discussion with Bob Trunzo!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 Bob:Bob Trunzo, President & CEO at TruStage (formerly CUNA Mutual Group)trustage.com Bob: LinkedInTruStage: LinkedIn | Facebook | Twitter | Instagram
“If we continue to create environments that give people the chance to be whole humans, we're going to see positive outcomes from that.” - Jill NowackiThank you for tuning in to episode 161 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES, the credit union industry's leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your credit union. Register today!My guest on today's show is Jill Nowacki, President & CEO of Humanidei + O'Rourke. Jill shares her journey and how she started her career in credit unions over 20 years ago. Credit unions work with Humanidei to integrate their most important asset, their human capital, into organizational growth plans to win the war for talent. Jill is passionate about helping credit unions and their people reach their full potential and looks forward to seeing the momentum built around organizational growth and wellness.During our conversation, Jill and I chat about future-proofing workplaces. Jill talks about the importance of embracing human wholeness and approaching operations from a human-centered perspective. We discuss the significance of defining business critical roles and core competencies when it comes to creating a developmental plan to stay relevant and future-focused. Jill shares helpful tips to initiate future-proofing and exemplifies what a successful leadership team looks like. Listen as we discuss how organizations and employees contribute to the future of the credit union industry.As we wrap up the show, listen in as Jill talks about welcoming an adorable puppy, maintaining her fitness, and redefining success. Enjoy my conversation with Jill Nowacki!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 Jill:Jill Nowacki, President & CEO of Humanidei + O'Rourkejill@humanidei.comwww.humanidei.comJill: LinkedIn | Instagram | Twitter | MediumHumanidei: LinkedIn | Instagram | Twitter | Facebook
“Learn about yourself first and then learn ways you can inspire others to do great things.” - Linda BodieThank you for tuning in to episode 160 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES, the credit union industry's leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your C-U. Register today!My guests on today's show are Linda Bodie and Zach Christensen. Linda Bodie is the CEO of Element Federal Credit Union and Zach Christensen is the Executive Director at CU Pride. Together, they co-founded CU Pride alongside Brandi Stankovic and Susan Mitchell. CU Pride is the LGBTQ+ association for credit unions. While supporting LGBTQ+ credit union professionals, members, and allies, CU Pride's mission is to provide opportunities for education, engagement, and celebration, allowing the credit union industry to embrace the LGBTQ+ community. During our conversation, Linda, Zach, and I chat about acknowledging, supporting, and amplifying the lives and work of the LGBTQ+ community. We discuss matters happening in the world and how people have the influence to make a positive change. Linda and Zach talk about what's next for CU Pride and share what they are working on and driving towards. Listen as we discuss technology, leadership, and how to revitalize the way we take care of people across communities.As we wrap up the show, listen in as Linda and Zach share tips on creating work-life balance, tell us about their childhood-dream professions, and share their top albums they know all the lyrics to. Enjoy my conversation with Linda and Zach!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher, Google PodcastsBooks mentioned on The CUInsight Experience podcast: Book List How to find Linda:Linda Bodie, CEO at Element Federal Credit Union and co-founder at CU Pridelinda.bodie@elementfcu.orgcupride.org elementfcu.orgLinda: LinkedIn Element FCU: LinkedIn | Instagram | FacebookHow to find Zach:Zach Christensen, Executive Director at CU Pridezach@mitchellstankovic.comcupride.org Zach: LinkedInCU Pride: Facebook
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