Welcome to The CUInsight Network. In each episode we have wide-ranging conversations with thought leaders who support the credit union community. We identify issues and challenges facing credit unions and identify best practices. The goal of The CUInsight Network is to take a deeper dive with people and find the gems we can all learn and grow our credit unions from. Thank you for tuning in. Enjoy!
“Credit unions are so critical in helping their members and communities.” - Robin KolvekThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Robin Kolvek, CEO of VisiFI. She joins me to share her compelling story of career pivots, personal values, and staying human in a rapidly evolving tech landscape. Robin reflects on how she went from chasing dreams of being a teacher, coach, or even a detective to leading a major fintech company focused on credit unions—and how none of it was part of the plan.In our conversation, we discuss the often overlooked but incredibly important role that credit unions play in community development and why they deserve more attention in conversations around innovation. Robin offers an insider look at how VisiFI supports small and midsize credit unions by delivering the kinds of digital tools and enhancements that help them not just keep up but also genuinely compete with bigger players. She stresses that their clients' voices aren't just “heard” but are integral.Robin opens up about what it means to be a leader in the credit union space, especially when your organization is backed by a global tech powerhouse like Italy-based Dedagroup. We explore how that relationship gives VisiFI crucial access to next-level tools such as AI, cybersecurity, and analytics—while keeping them local enough to stay responsive to credit unions' specific needs.As we wrap up the episode, Robin also reflects on the impact her mother had on her as a child, her love of travel, and how she manages to maintain a work-life balance. She also offers a couple of great book recommendations. Enjoy my conversation with Robin Kolvek!Find the full show notes on cuinsight.com.Connect with Robin:Robin Kolvek, CEO of VisiFIvisifi.comRobin: LinkedInVisiFI: LinkedIn | Facebook | YouTube
“The people helping people motto should be lived inside the walls of our organizations just as much as we live it outside with our members.” - Jaime MarksThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Jaime Marks, Director of Recruiting Services at Humanidei. Jamie and I dig into what actually matters when building strong leadership teams, and she shares the pivotal experiences that shaped her, from her first job at Ent Credit Union to taking on bold career shifts across states and institutions.In our conversation, we get personal about the mentors who saw Jaime's potential, the environments that helped her grow, and the toxic cultures which she learned to spot from a mile away. Her insights are grounded within years of experience and a true passion for helping organizations lead with integrity and intention. We also touch upon what “values alignment” really looks like when hiring senior leaders, with Jamie explaining that she doesn't just fill roles; she reads between the lines, listening for what a board or leadership team really needs, even if they don't say it out loud.As we wrap up the episode, Jaime talks about the mentors who have impacted her life, her love of Sur La Table and Santa Barbara, California, and has a book recommendation for everyone. Enjoy my conversation with Jaime Marks!Find the full show notes on cuinsight.com.Connect with Jaime:Jaime Marks, Director of Recruiting Services at Humanideihumanidei.comHumanidei: LinkedIn | Facebook | Instagram | XWant to hear more from Jaime? Click here.Book mentioned: Finding Ultra: Rejecting Middle Age, Becoming One of the World's Fittest Men, and Discovering Myself by Rich Roll
“Every time you tell a story, someone's gonna be inspired by what you're doing, and someone's going to believe in credit unions.” - John PettitThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is our own John Pettit, Managing Editor at CUInsight. We talk about his journey from aspiring baseball player to storyteller in the credit union space, with his career path being anything but linear from working in a restaurant right after college to managing retail stores and even building houses. He eventually found his passion for sharing stories through CUInsight, where he's been for over twelve years.In our conversation, John opens up about what makes credit unions stand out: their genuine commitment to people over profit. He shares why he's proud to be part of an organization that highlights stories of credit unions making a real impact, and we also talk about the role of storytelling in marketing credit unions and why sharing these success stories is more important now than ever.As we wrap up the episode, John talks about his love for physical media such as vinyl records and blu-rays, how he uses automated lights to help with work-life balance, and a book you'd definitely find inspiration from. Enjoy my conversation with John Pettit!Find the full show notes on cuinsight.com.Connect with John:John Pettit, Managing Editor at CUInsightcuinsight.comJohn: LinkedInCUInsight: LinkedIn | Instagram | Facebook | YouTube | XWant to hear more from John? Click here.Book mentioned: Ultramarathon Man: Confessions of an All-Night Runner by Dean Karnazes
“We exist (to help your credit union get to where you want to go) and we will deliver real results with a real heart.” – Shawn MelamedThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today's show is Shawn Melamed, CEO and co-founder of Spiral. Shawn tells us about his journey from a game-obsessed kid to a serial entrepreneur, managing director at Morgan Stanley, and now CEO of Spiral.In our conversation, we talk about how Spiral is helping credit unions compete in a crowded market and build meaningful relationships with their members. It isn't only about financial wellness—it's about creating a system that rewards people for being intentional with their money and gives them tools to do good without making it overly complicated.As we wrap up the episode, Shawn talks about a former boss who led with empathy and confidence, his family's love of traveling, the books he thinks everyone should read, and the importance of being disciplined when it comes to work-life balance. Enjoy my conversation with Shawn Melamed! Find the full show notes on cuinsight.com.Connect with Shawn:Shawn Melamed, CEO and co-founder of Spiralspiral.usShawn: LinkedInSpiral: LinkedIn | Instagram | Facebook | TikTok | XBook mentioned: The Mamba Mentality: How I Play by Kobe BryantBook mentioned: The Alchemist by Paulo Coelho
“Credit unions are unsung heroes in our community. The lives they touch are better off for the work they do every single day.” - Sarah LambertThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Sarah Lambert, Vice President of Marketing at InvestiFi. Sarah shares how her unconventional journey through marketing agencies, HR tech, and major players such as Oracle led her to a role that blends creativity, communication, and a drive to build.In our conversation, Sarah shares how InvestiFi is helping credit unions compete with big-investing apps without losing the personal trust that makes local institutions stand out. From offering members access to guided investing and fractional shares directly through their existing banking platform, to providing credible financial education within the app itself, InvestiFi is truly reshaping what digital investing can look like for everyday people.As we wrap up the episode, Sarah talks about her amazing boss, her love for traveling in the US and abroad, and the two books she thinks everyone should read. Enjoy my conversation with Sarah Lambert!Find the full show notes on cuinsight.com.Connect with Sarah:Sarah Lambert, Vice President of Marketing at InvestiFiinvestifi.coSarah: LinkedInInvestiFi: LinkedInShow notes from this episode:Book mentioned: The Let Them Theory by Mel RobbinsBook mentioned: Words That Work by Dr. Frank Luntz
“Sales and marketing should be talking every day, because everything you're doing should be marching in the same direction.” - Whitney BedardThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Whitney Bedard, Vice President of Marketing and Digital at CUInsight. Whitney describes herself as a curious marketer with a passion for making connections and building meaningful partnerships. She walks us through the unexpected turns of her career, from working the teller line at the nation's first credit union to leading marketing teams, and spending time in real estate and retail. We discussed the value of wearing many hats, why every marketer should experience working in sales, and the lessons she carried from managing a Target store to shaping credit union strategies.In our conversation, we talk about the vital role which CUInsight plays in the credit union world and how we act as a trusted partner for industry professionals looking to stay informed, connected, and ahead of the curve. Whitney also shares insights into what makes the credit union industry unique, what excites her most about CUInsight's growing impact, and why she believes that collaboration rather than competition is the key to moving the industry forward.As we wrap up the episode, Whitney talks about a precious leadership lesson she learned from her Yiayia, a first-generation Greek immigrant who led with quiet strength, resilience, and a whole lot of heart. She also talks about her love of traveling, books, and gardening supplies. Enjoy my conversation with Whitney Bedard!Find the full show notes on cuinsight.com.Connect with Whitney:Whitney Bedard, Vice President of Marketing and Digital at CUInsightcuinsight.comWhitney: LinkedIn | Email: wbedard@cuinsight.com CUInsight: LinkedIn | Instagram | Facebook | YouTube | X
“Member experience is everybody's responsibility because every employee has an impact on member experience.” - Laura LoyThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Laura Loy, Chief Experience Officer at On the Mark Strategies. Laura helps credit unions sharpen their strategies and marketing in order to build stronger, more resilient organizations. She takes us inside On the Mark's approach to creating consistency in the member journey.In our conversation, Laura explains how On the Mark Strategies helps credit unions create consistency in every member interaction and breaks down what she calls the “four success markers”. We also talk about staying ahead of industry shifts, what's changing for credit unions right now, and how CUs can adapt in advance rather than play catch-up later on.As we wrap up the episode, Laura talks about her great boss, her love of the book “The Let Them Theory” by Mel Robbins, and talks about the importance of manifesting work/life balance. Enjoy my conversation with Laura Loy!Find the full show notes on cuinsight.com.Connect with Laura:Laura Loy, Chief Experience Officer at On the Mark Strategiesmarkarnold.comLaura: LinkedInOn the Mark Strategies:: LinkedIn | YouTubeWant to learn more about On the Mark Strategies? Click here.
“When done responsibly, student loans can be one of the most important and empowering investments someone can make in themselves.” - Scott PattersonThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Scott Patterson, President and CEO of CU Student Choice. He joins me to discuss a wide range of topics from his eighth-grade adventures in China to pioneering the early virtual presence of credit unions via Callahan & Associates, as well as the innovation that he has cultivated via his current position at Student Choice.During our conversation, Scott discusses the origins of CU Student Choice, we explore the increasing importance of gap financing, and we talk about potential policy changes under the current administration and how CU Student Choice is positioning itself to support CUs through whatever comes next. Scott also gives us a behind-the-scenes look at OPAL, their newly launched $8 million loan origination platform that's changing the game for student lending.As we wrap up the episode, Scott gives us an inside look at his love for pinball machines, San Antonio, and a certain sci-fi novel from the '90s. Enjoy my conversation with Scott Patterson!Find the full show notes on cuinsight.com.Connect with Scott:Scott Patterson, President & CEO of CU Student Choicestudentchoice.orgScott: LinkedInCU Student Choice:: LinkedIn | Facebook | Instagram | XWant to learn more about CU Student Choice? Click here.
“Always have an open mind. Be prepared to try something new because you never know what you might like.” - Stuart BainThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Stuart Bain, Senior Vice President of Alacriti, who joins me for this episode of the show to talk about how his unexpected career path took him from geology to banking, and ultimately to fintech leadership.During our conversation, we discuss how outdated loan payment systems can frustrate members and leave burdens on staff. Stuart shares how Alacriti's solutions—such as real-time integration and self-service options—are truly changing the way credit unions handle payments. We also touch upon the role of instant payments and request-for-pay technology, exploring how they could replace outdated processes.As we wrap up the episode, Stuart talks about a great leader in his life, and his love for classic cars and Hattie B's Hot Chicken. He also discusses the importance of having separate work and personal cell phones. Enjoy my conversation with Stuart Bain!Find the full show notes on cuinsight.com.Connect with Stuart:Stuart Bain, Senior VP at Alacritialacriti.comStuart: LinkedInAlacriti:: LinkedIn | Facebook | Instagram | X | Threads
“Be patient. Get answers. Find trusting partners. Enjoy and trust the process.” - Kraig KlinkhammerThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Kraig Klinkhammer, Executive Vice President of Gallagher Executive Benefits Team at Gallagher, who joins me to discuss credit union executive benefits. Kraig reflects on his childhood dream of one day becoming a pilot and how his love for numbers and strategy led him to pivot toward a fulfilling career helping credit unions attract and retain talent via customized benefit plans.During our conversation, we explore the challenges that credit unions face in today's competitive world. Kraig offers insights into how his team supports credit unions by designing and servicing long-term benefit plans, highlighting the importance of trust, partnership, and ongoing service. Kraig also provides a behind-the-scenes look at Gallagher, a nearly 200-year-old company with the personal touch of a smaller organization, emphasizing the important role of experience, people, and commitment when selecting a benefits partner.As we wrap up the episode, Kraig discusses the professor who challenged him to humanize finance and his love for the creature comforts of home. He also shares his appreciation for the history of the east coast. Enjoy my conversation with Kraig Klinkhammer!Find the full show notes on cuinsight.com.Connect with Kraig:Kraig Klinkhammer, Executive VP of Gallagher Executive Benefits Teamajg.comKraig: LinkedInGallagher: LinkedIn | Facebook | Instagram | X | YouTube
"Instant payments are going to improve member experiences and better meet expectations." - Dr. Siva NarendraThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Dr. Siva Narendra, CEO at Tyfone, who joins me to help explore the fascinating intersection of technology, security, and digital banking. Siva shares how he dreamed of being an artist, but his passion for problem-solving led him down a path involving engineering, energy-efficient systems, mobile payments, and ultimately to Tyfone.During our conversation, we discuss how Tyfone has become a leader in creating secure, frictionless experiences for credit unions and their members. Siva also shares how the company takes on challenges such as account takeover fraud, instant payments, and using A.I. for smarter, more intuitive member experiences. You'll hear about Tyfone's groundbreaking use of deterministic security, which greatly decreases the risk of fraud while maintaining user-friendliness, as well as Tyfone's leadership in instant payments via tools such as FedNow.As we wrap up the episode, Siva talks about the tech leader who resonates most with him and how he's excited to play around with NVIDIA's agentic A.I. devices. He also talks about his favorite city (other than Portland) and shares his best life hack for work-life balance. Enjoy my conversation with Dr. Siva Narendra!Find the full show notes on cuinsight.com.Connect with Siva:Dr. Siva Narendra, CEO at Tyfonetyfone.comSiva: LinkedInTyfone: LinkedIn | Facebook | Instagram | X | YouTube | Podcast
“The better we understand ourselves, the better we can understand others.” - Oscar Porras - Oscar PorrasThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Oscar Porras, Senior Consultant of Diversity, Equity, and Inclusion at Humanidei. Oscar talks about how he dreamed of becoming an architect but ultimately found his true calling in the credit union industry. With over two decades of experience, Oscar worked across a variety of roles, from teller to branch manager, before finally choosing to commit to creating meaningful change.During our conversation, Oscar and I explore how Humanidei works to support credit unions in becoming more inclusive and reflective of their communities by developing strong leadership teams and fostering diverse cultures. Oscar offers his insights into building an inclusive leadership pipeline, highlighting why equity and mentoring programs are so important. He also dives into shifting from an assimilation mindset to an integration approach.As we wrap up the episode, Oscar talks about his love for his father's old pickup truck and the Oregon Ducks. He also talks about the importance of work-life balance and disconnecting from the online world. Enjoy my conversation with Oscar Porras!Find the full show notes on cuinsight.com.Connect with Oscar:Oscar Porras, Senior Consultant of Diversity, Equity, and Inclusion at Humanideihumanidei.comOscar: LinkedInHumanidei: LinkedIn | Facebook | Instagram | X
“We're going to deliver a blueprint for what we know works in our partnerships.” - Aaron MelnarikThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Aaron Melnarik, Senior Vice President and Director of Client Relationships at Elan Credit Card. We explore his 23-year career, including how he's helped credit unions deliver value through innovative credit card programs. Listen as we talk about credit union partnerships and how Elan Credit Card helps maximize credit union growth. During our conversation, Aaron discusses what it takes to build and maintain successful partnerships in today's competitive financial landscape. He explains how Elan Credit Card supports credit unions at every stage of the partnership, from launching programs, providing ongoing training, and using technology like APIs to revamp mobile apps.As we wrap up the episode, Aaron talks about his dad being the most influential leader in his life, golfing with his family, and his love of the Carolinas. Enjoy my conversation with Aaron Melnarik!Find the full show notes on cuinsight.com.Connect with Aaron:Aaron Melnarik, SVP and Director of Client Relationships at Elan Credit Cardwww.cupartnership.com Aaron: LinkedInElan Credit Card: LinkedIn
“We spend our time educating credit unions about using SERPs to attract and retain the talent they need to remain competitive.” - Bernie WinneThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Bernie Winne, Regional VP of Modern Capital Executive Solutions. Bernie shares candidly about his entry into credit unions, and the decades-long career that followed, spanning various roles including CEO of the Boston Firefighters Credit Union. Modern Capital works with credit unions to provide cost-effective benefits plans designed to attract and retain talented leaders.During our conversation, Bernie discusses the core functions of Modern Capital, and how their investments can provide credit unions with better returns when used for executive compensation, charitable donations, and employee benefits. Bernie talks about the strategic importance of Supplemental Executive Retirement Plans (SERPs) as a critical tool for attracting and retaining top executive talent. He explains how Modern Capital tailors its approach to meet credit unions where they are, whether they're already adept in their investment strategies or just beginning to explore them.As we wrap up the episode, Bernie talks about a great leader he learned from, the one experience he loved spending money on each year, and his favorite city to visit. Enjoy my conversation with Bernie Winne!Find the full show notes on cuinsight.com.Connect with Bernie:Bernie Winne, Regional VP of Modern Capital Executive Solutionsmoderncap.comBernie: LinkedInModern Capital Executive Solutions: LinkedIn | Facebook
“Our goal is to help credit unions advance in their digital technology journey.” - Wes ZaunerThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Wes Zauner, VP of Product at MeridianLink. Wes shares his career journey that led him to his current role. Together, we discuss the evolving landscape of credit unions and the pressing need for digital progression. With solutions to grow deposits, enhance lending, streamline collections, and deliver data-driven personalized experiences, the MeridianLink team is helping credit unions operationalize digital transformation.During our conversation, Wes and I discuss how credit unions can modernize their systems and embrace solutions that truly enhance the member experience. He believes digital transformation should be viewed as an ongoing journey and shares why MeridianLink views it as digital progression. Wes explains the concept of a digital blueprint, focusing on five key areas: process automation, member experience, share of wallet growth, data centricity, and instant decisioning. MeridianLink supports credit unions in identifying their goals and creating a digital blueprint for ongoing digital progression and growth.As we wrap up the episode, Wes shares a leader who made a great impact in his life, a city he enjoys traveling to that is full of history, and how routines allow him to balance work life and his personal life. Enjoy my conversation with Wes ZaunerFind the full show notes on cuinsight.com.Connect with Wes:Wes Zauner, VP of Product at MeridianLinkmeridianlink.comWes: LinkedInMeridianLink: LinkedIn | Instagram | Facebook | X
“Continue to drive impact and innovation for credit unions, to change lives.” - Chuck LongThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Chuck Long, General Manager at Zogo. Chuck shares his career journey that led him to his current role. Zogo is transforming financial education with its innovative product suite, designed to empower communities and strengthen credit unions. Listen as Chuck and I explore the intersection of technology, education, and financial wellness in the credit union industry. During our conversation, Chuck explains how Zogo's gamified content and personalized learning pathways help members understand important financial concepts, making education accessible and engaging. He emphasizes the importance of digital innovation when it comes to retaining members and shares how credit unions are uniquely positioned to offer personalized service and community support. As we look to the future, Zogo continues to enhance its products to meet the needs of credit unions and their members, improving financial health and creating a lasting impact.As we wrap up the episode, Chuck shouts out the amazing leaders at Zogo, where he enjoys traveling for work, and shares a book recommendation. Enjoy my conversation with Chuck Long!Find the full show notes on cuinsight.com.Connect with Chuck:Chuck Long, General Manager at Zogochuck.long@zogofinance.comzogo.com Chuck: LinkedInZogo: LinkedIn | Instagram | Facebook
“Innovation is a game changer.” - Mark BugalskiThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Mark Bugalski, Executive VP and Chief Growth Officer at Allied Solutions. Mark brings over three decades of experience to the industry and shares his career journey that led him to his current role. Allied Solutions is focused on using technology-based solutions to help clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition.During our conversation, Mark shares how Allied Solutions' business model is designed to help credit unions grow and serve members, regardless of economic conditions. He explains how credit unions can navigate today's challenging economic landscape by focusing on mitigating risks and optimizing non-interest income. As we look to the future, Allied Solutions is focused on innovating to continue supporting credit unions and providing them with tools for growth and longevity. As we wrap up the episode, Mark shares the many reasons he admires Pete Hilger's leadership, his love for a 1972 Oldsmobile Cutlass, and his book recommendation. Enjoy my conversation with Mark Bugalski!Find the full show notes on cuinsight.com.Connect with Mark:Mark Bugalski, Executive VP and Chief Growth Officer at Allied Solutionsalliedsolutions.netMark: LinkedInAllied Solutions: LinkedIn | Instagram | Facebook | X
“As a national trade association, our role is to be on the frontline defending our credit unions so they can make members' lives easier.” - Jason StverakThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Jason Stverak, Chief Advocacy Officer at the Defense Credit Union Council (DCUC). Jason shares his career journey in politics that led him to his current role. DCUC is the premier resource for credit unions on all military and veteran matters. The team at DCUC provides trusted resources for active duty and veteran members while working on strategic and operational issues, and addressing regulatory and legislative matters. During our conversation, Jason shares his vision for reimagining the advocacy footprint. He discusses the upcoming launch of Defending Credit Unions PAC and National Advocacy Fund, aiming to optimize grassroots efforts on key advocacy initiatives while maintaining a strong influence. The team at DCUC advocates for members throughout their financial lifecycle, ensuring their needs are met. Listen as we discuss the vital role of DCUC as they provide an expert voice on issues affecting credit unions and their members, bringing the military perspective to national and state issues.As we wrap up the episode, Jason shares some book recommendations, the city he enjoys traveling to, to experience different cuisines, and lifehacks for work-life balance.Find the full show notes on cuinsight.com.Connect with Jason:Jason Stverak, Chief Advocacy Officer at Defense Credit Union Councildcuc.orgJason: LinkedInDCUC: LinkedIn | Facebook | YouTube
“Get curious about your organization and what your communities need.” - Pixie GrayThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Pixie Gray, VP of Organizational Development at CUES. Pixie shares her career journey that led her to her current role. CUES provides leadership and professional development services to C-suite executives, board members, HR leaders, and emerging leaders in the credit union industry. The team at CUES is dedicated to the growth, development, and success of our movement.During our conversation, Pixie explains how CUES stands out in the crowded market of leadership development by offering training that is tailored to the unique needs of credit unions. She highlights the importance of staying relevant in an ever-changing environment, discussing the need for fresh perspectives to ensure the continued success of credit unions. As we look to the future, CUES is focused on elevating its offerings to continue meeting and exceeding the needs of the industry.As we wrap up the episode, Pixie talks about a credit union leader who left a lasting impact on her and the industry as a whole. She enjoys new and exciting dining experiences and shares tips to find balance in life. Find the full show notes on cuinsight.com.Connect with Pixie:Pixie Gray, VP of Organizational Development at CUESpixie@cues.orgcues.orgPixie: LinkedInCUES: LinkedIn | Instagram | Facebook | X
“We help credit unions find solutions to their challenges.” - Barb LowmanThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Barb Lowman, President at CUNA Strategic Services (CSS). Barb is a return guest to the podcast and shares a brief overview of her previous episode. CSS connects credit unions and leagues to the industry's top solution providers. The team at CSS understands the issues credit unions face, finds solutions to solve those problems, and distributes those solutions to credit unions of all sizes.During our conversation, Barb and I chat about the value CSS provides in connecting, collaborating, and providing solutions for the credit union system. She talks about CSS' new webinar series, Safeguarding Your Credit Union's Future, and shares how it was designed based on the needs and feedback of executives in the industry. Barb shares the passion and commitment of the CSS team to help credit unions thrive and better serve their members. As we look to the future, Barb shares their plan to rebrand and reimagine their strategy to continue serving the credit union industry.As we wrap up the episode, Barb talks about an upcoming trip she is excited about, a book she recommends, and the importance of being intentional and spreading kindness.Find the full show notes on cuinsight.com.Connect with Barb:Barb Lowman, President at CUNA Strategic Servicesblowman@cuna.coopcunastrategicservices.comBarb: LinkedInCSS: LinkedIn
“We're focused on how we can impact, influence and support credit unions.”- Libby CalderoneThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guests on today's show are Libby Calderone, President & COO at Envisant and Tom Kane, President & CEO at Illinois Credit Union League. Libby and Tom share their career journeys that led them to their current roles. Envisant, a subsidiary of the Illinois Credit Union League, provides exceptional pricing and functionality in the card space by aggregating credit unions of diverse sizes. Envisant helps credit unions find solutions and achieve their vision through experience and expertise.During our conversation, we discuss all that Envisant has achieved to earn CUSO Of The Year, awarded by NACUSO and what that means to Libby and Tom as we look to the future. Libby talks about Envisant's partnership with Curql Collective, providing opportunity for credit unions with assets above $100 million to jointly invest in transformative technology to remain competitive and relevant. Tom announces an upcoming transition in leadership at the Illinois Credit Union League and Libby shares excitement in what's to come. Listen as Libby and Tom talk about their dedication to the movement in helping credit unions grow, thrive, and prepare for the future.As we wrap up the episode, Libby and Tom share great leaders in their life, what they are splurging on these days when it comes to travel and home renovations, along with how to balance work and home life. Enjoy my conversation with Libby and Tom!Find the full show notes on cuinsight.com.Connect with Libby:Libby Calderone, President & COO at Envisantwww.envisant.comLibby: LinkedInEnvisant: LinkedIn | Facebook | X Connect with Tom:Tom Kane, President & CEO of Illinois Credit Union Leaguewww.icul.comTom: LinkedInIllinois Credit Union League: LinkedIn | Facebook | Instagram | X
"My first real great leader was my grandmother. She had an eighth-grade education but built her own business and just had a really good business head on her shoulders. It was kind of a 'follow me' type leadership." - Brett KoedamThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.I am happy to be bringing this conversation with Brett Koedam to you for this episode. Brett is the Senior Vice President of Financial Institutions at PAI, a pivotal player in the ATM space. We explore Brett's journey from his beginnings in a small ATM company to overseeing PAI's extensive network spanning 110,000 ATMs nationwide!Join us as we unpack how PAI supports credit unions by managing the complexities of ATM operations, freeing them to focus on member experiences. Brett highlights PAI's role in filling banking gaps left by branch closures, offering insights into things such as strategic ATM placement.Tune in to discover why over 40% of Gen Zers choose institutions based on ATM availability and how credit unions can capitalize on this trend through PAI's extensive surcharge-free network and customizable branding solutions. Brett and I also discuss PAI's future roadmap, including exciting developments in ATM technology and their new mobile branch concept designed to revolutionize banking access in underserved areas!Find the full show notes on cuinsight.com.Connect with Brett:Brett Koedam; Senior Vice President of Financial Institutions at PAI - A Brink's Companygopai.comBrett: LinkedInPAI: LinkedIn | FacebookShow notes from this episode:Book mentioned: The Millionaire Next Door by Thomas J. Stanley & William D. DankoIn this episode:[00:51] - Brett reveals how he founded and expanded his own ATM company, PAI, serving nationwide markets.[02:34] - PAI specializes in outsourcing ATM management for credit unions, simplifying operations.[04:53] - PAI also helps credit unions enhance services with strategic ATM placements nationwide.[06:26] - We learn that PAI offers credit unions expanded ATM access without the hassle of location logistics.[09:09] - Brett's grandmother, with minimal education, inspired him with entrepreneurial spirit and leadership.[09:48] - Brett prioritizes family expenses over personal luxuries, dreaming of a non-Texas summer home someday.[11:11] - Brett credits The Millionaire Next Door by Thomas J. Stanley and William D. Danko as his favorite book.[11:42] - Work-life integration was key during Brett's busy years running his own company.[12:43] - Hear how PAI offers ATM products, managed services, and innovative solutions.
“We help credit union members overcome the financial challenges faced when paying for college.” - Jim HoltThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Jim Holt, Chief Development Officer at Student Choice. Jim shares his career journey that led him to his current role. Student Choice works with credit unions to deliver innovative financing solutions that help members responsibly overcome the challenges of higher education affordability.During our conversation, Jim shares how private student lending can benefit credit unions and their members. He explains the importance of engaging and retaining younger members and how credit unions can do so by offering student loans. Jim shares the opportunities for cross-selling and strengthening member relationships throughout the lifecycle of a private student loan. He discusses the value in offering nontraditional student loans for vocational schools and even pilot training. Listen as Jim talks about the many opportunities for credit unions to provide future-focused funding.As we wrap up the episode, Jim talks about a mentor who helped him early in his career, a bar built by him and his wife, and a tip to attending concerts, but purchasing tickets the day of so they're less expensive. Enjoy my conversation with Jim Holt!Find the full show notes on cuinsight.com.Connect with Jim:Jim Holt, Chief Development Officer at Student Choicecreditunions.studentchoice.orgJim: LinkedInStudent Choice: LinkedIn | Instagram | Facebook | X
“We are truly helping the underserved.” - Lorrie WohlfeilThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Lorrie Wohlfeil, COO and Consultant at Lending Solutions Consulting, Inc. Lorrie shares her career journey that is deeply rooted in the credit union industry and influenced by her father, Rex Johnson. Lending Solutions Consulting, Inc. provides comprehensive training and on-site consulting to address and overcome the challenges credit unions face.During our conversation, Lorrie shares the foundational principles that drive Lending Solutions Consulting, Inc. to serve their members with empathy and expertise. She explains how education and understanding can transform financial outcomes for members. Lorrie shares their unique approach of blending classroom education with hands-on experience, where consultants step into the shoes of credit union staff to ensure the practical application of knowledge. Listen as Lorrie talks about empowering credit union teams to educate, serve, and support members through each stage of their lives.As we wrap up the episode, Lorrie talks about her admiration for her father, traveling with her family, and work-life balance tips. Enjoy my conversation with Lorrie Wohlfeil!Find the full show notes on cuinsight.com.Connect with Lorrie:Lorrie Wohlfeil, COO and Consultant at Lending Solutions Consulting, Inc.rexcuadvice.comLorrie: LinkedInLending Solutions Consulting, Inc: LinkedIn | Instagram | Facebook | X
“Everything rises and falls on leadership.” - Bill PartinThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Bill Partin, Founder & CEO (Chief Encouragement Officer) at The Leadership Bet. Bill shares his career journey in financial services that led him to his current role. His passion for credit unions and leadership led him to building The Leadership Bet. The Leadership Bet helps credit union teams become their best by developing leaders, driving results, and creating an energizing people-first culture.During our conversation, Bill shares the importance of leadership development and the positive impact it has on individuals, teams, and overall workplace culture. He talks about setting an intentional process where team members feel valued, and how these strategic goals ripple throughout the organization. Bill explains the significance in aligning your strategic plan and culture plan to deepen relationships and grow. Listen as Bill talks about developing leadership that is abundant and purpose-driven.As we wrap up the episode, Bill talks about visiting his hometown, books he enjoys and highly recommends, and journaling to keep a healthy work-life balance. Enjoy my conversation with Bill Partin!Find the full show notes on cuinsight.com.Connect with Bill:Bill Partin, Founder & CEO (Chief Encouragement Officer) at The Leadership Bettheleadershipbet@gmail.com theleadershipbet.com Bill: LinkedInThe Leadership Bet: LinkedIn
“Our goal is to empower the Latinx community in the credit union industry.” - Barbara MojicaThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Barbara Mojica, Executive Director at NLCUP (National Association of Latino Credit Unions & Professionals). Barbara shares the journey that led her to her current role at NLCUP and how crashing the GAC ignited her credit union spark. NLCUP is dedicated to increasing professional development opportunities and providing services and financial education to the Hispanic/Latino community.During our conversation, Barbara explains ways credit unions can support the Hispanic/Latino community and empower Latinx professionals in the industry. She talks about strategically placing leaders for better representation of diverse communities. Barbara shares the challenges women of color face and how the credit union industry can better support them. Listen as Barbara talks about helping credit unions connect, serve, and empower the Latinx community.As we wrap up the episode, Barbara talks about admiring her mom, treating herself to spa days, and visiting Puerto Rico. Enjoy my conversation with Barbara Mojica!Find the full show notes on cuinsight.com.Connect with Barbara:Barbara Mojica, Executive Director at NLCUPbmojica@nlcup.org nlcup.org Barbara: LinkedInNLCUP: LinkedIn | Facebook | Instagram
“Challenge yourself to be great.” - Kurt KlassenThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Kurt Klassen, Executive Vice President at LEVEL5. Kurt shares his career journey that led him to his current role. The team at LEVEL 5 allows credit unions to think ahead, plan well, build smart, and grow. Kurt encourages listeners to embrace a bold vision and believes that every credit union team can reach its potential. LEVEL5 helps credit unions minimize risk while amplifying growth through branch development and redesign.During our conversation, Kurt discusses how credit unions can develop a branch strategy. He shares insights about understanding your markets and evaluating your unique service delivery. Listen as Kurt talks about customizing your branch design and building an effective strategy to increase performance and opportunities for your credit union.As we wrap up the episode, Kurt shares memories about being inspired by servant leadership, loving time near water, and visiting his favorite city in CA. Enjoy my conversation with Kurt Klassen!Find the full show notes on cuinsight.com.Connect with Kurt:Kurt Klassen, Executive Vice President at LEVEL5kklassen@level5.com level5.com Kurt: LinkedInLEVEL5: LinkedIn | Youtube
“When we prioritize mental health, we create stronger, healthier, more compassionate industries for everyone.” - Robbie YoungThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Robbie Young, VP of Strategic Growth at CUInsight. Robbie is a Certified Credit Union Development Educator (CUDE), mental health advocate, and our unending source of fun facts about the world. She sees CUInsight as a central source to keep credit union professionals inspired, connected, and informed. During our conversation, Robbie discusses the importance of mental health advocacy and shares resources. She talks about the direct and indirect influence mental health has on professionals in the industry. Robbie explains the importance of taking care of ourselves first, so we can properly care for our members and teams. She shares her experience and the benefits gained from the Credit Union Development Education (DE Program) and looks forward to returning as a mentor this year. Listen as Robbie talks about what you can do to support the mental health of yourself and others.As we wrap up the episode, Robbie shares some of her famous fun facts, talks about downloading productivity apps, and shares her latest book recommendation. Enjoy my conversation with Robbie Young!Find the full show notes on cuinsight.com.Connect with Robbie:Robbie Young, VP of Strategic Growth at CUInsightryoung@cuinsight.com cuinsight.com Robbie: LinkedInCUInsight: LinkedIn | Instagram | Facebook | Youtube | X
“Remove the fear and start asking the right questions.” - Bo McDonaldThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Bo McDonald, President and CEO at Your Marketing Co. The team at Your Marketing Co. seeks to empower credit union teams through strategic marketing, planning, and branding. Bo emphasizes the team's mission to help credit unions avoid unnecessary mergers and thrive by engaging, educating, and retaining the next generation of members.During our conversation, Bo discusses how credit unions can be curious about risks to tackle the fear of change. He talks about evaluating data and developing an appetite for risk as an organization to stay on top of trends and technology. Your Marketing Co. works with credit unions large and small to make a unique difference. Listen as Bo talks about approaches to remain relevant, and attract and retain members now and in the future.As we wrap up the episode, Bo talks about wanting to be a better pasta maker, giving a shout-out to risk-healthy credit unions, and sharing his latest book recommendation. Enjoy my conversation with Bo McDonald!Find the full show notes on cuinsight.com.Connect with Bo:Bo McDonald, Founder, President, and CEO at Your Marketing Co.bo@yourmarketingco.comyourmarketing.coBo: LinkedIn | XYour Marketing Co.: LinkedIn | Instagram | Facebook | XPodcast: Accidental Leadership
“People want to do business with organizations that are motivated by their ‘why'.” - Dave DrouinThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guests on today's show are Katie Stone, CEO & Co-owner at PixelSpoke, and Dave Drouin President & Co-owner at PixelSpoke. As an empowering B Corp, PixelSpoke promotes a cooperative economy by elevating the digital presence of credit unions. The team prides themselves on being true partners and creating beautiful, easy-to-use, award-winning websites.During our conversation, Katie and Dave discuss what makes a true collaboration. They talk about PixelSpoke's core values as they pertain to decision-making and success. Katie and Dave share the value of cooperative principles, specifically, “cooperation among cooperatives” and how credit unions can amplify this competitive advantage within the market. Listen as Katie and Dave talk about elevating vendor relationships into a true partnership.As we wrap up the episode, Katie and Dave talk about the amazing team at PixelSpoke, DIY projects, and book recommendations, and having fun while traveling. Enjoy my conversation with Katie and Dave!Find the full show notes on cuinsight.com.Connect with Katie:Katie Stone CEO & Co-owner at PixelSpokekatie@pixelspoke.com pixelspoke.coopKatie: LinkedInPixelSpoke: LinkedIn | Instagram | Facebook | XConnect with Dave:Dave Drouin President & Co-owner at Pixel Spokedavid@pixelspoke.com pixelspoke.coopDave: LinkedIn
“We want to help people see their potential and expand the ability to look ahead.” - Deedee MyersThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Deedee Myers, CEO at DDJ Myers. Deedee shares her career journey to founding and running DDJ Myers. She focuses on bringing out the passion and potential in individuals to enhance the organization. DDJ Myers is committed to working with leaders and organizations to develop professional practices and philosophies that sustain gains over the long term in a complex and ever-evolving marketplace.During our conversation, Deedee discusses the masterful execution of advancing leadership. She explains finding alignment in organizations and onboarding for leaders. Deedee talks about the topic of burnout, and how to successfully combat it. Listen as Deedee talks about strategies to improve the transition of leadership.As we wrap up the episode, Deedee shares a story about her dad, her love of off-grid adventures, and her tech habit that came from a Mother's Day gift. Enjoy my conversation with Deedee Myers!Find the full show notes on cuinsight.com.Connect with Deedee:Deedee Myers, CEO at DDJ Myersdeedeemyers@ddjmyers.com ddjmyers.comDeedee: LinkedInDDJ Myers: LinkedIn | Twitter
“We can automate and give credit unions the right tools to grow efficiently.” - Philip PaulThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Philip Paul, CEO & Founder at Cotribute. Philip shares what inspired him to address business concerns through technology. Cotribute is the preferred digital member acquisition solution for fast onboarding, increased conversions, and expanding wallet share.During our conversation, Philip discusses effective practices to grow and improve operational efficiencies within credit unions, including deposit, membership, and marginal growth. He explains which approaches to focus on for mindful and intentional business growth. Listen as Philip talks about what credit unions can do to grow.As we wrap up the episode, Philip talks about learning from an influential boss, building life habits in seasons, and recommending a book for today. Enjoy my conversation with Philip Paul!Find the full show notes on cuinsight.com.Connect with Philip:Philip Paul, CEO & Founder at Cotributeppaul@cotributemail.com cotribute.comPhilip: LinkedInCotribute: LinkedIn | Facebook | Twitter
“People are our best technology.” - Randy StolpThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Randy Stolp, President at Synergent. Randy shares his career journey that led him to his current role. Randy views Synergent as a person-driven, people-focused cooperative. Together, the team helps credit unions succeed and improve the financial lives of their members.During our conversation, Randy discusses lessons in why people are the source of innovation. He explains the meaning of being a “technology philosopher” and emphasizes the importance of people in technology. Listen as Randy talks about the people, processes, and products within the industry and how Synergent brings solutions to credit unions and their members.As we wrap up the episode, Randy talks about singing in front of his favorite music artist, staying connected to loved ones, and embracing a positive outlook. Enjoy my conversation with Randy Stolp!Find the full show notes on cuinsight.com.Connect with Randy:Randy Stolp, President at Synergentrstolp@synergentcorp.com synergentcorp.comRandy: LinkedInSynergent: LinkedIn | YouTube | Facebook | Twitter
“We are here. We are local. We are dedicated support.” - Emily LeachThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Emily Leach, VP of Community Accounts for the Mid-Atlantic Region at Visa. Emily shares her career journey that led her to her current role. Emily has worked at Visa as the team customized solutions and products to work more efficiently with credit unions. Visa is a trusted world leader in digital payment technology that connects and enables individuals, businesses, and economies to thrive.During our conversation, Emily discusses new strategies for financial education and serving more people through local partnerships. She explains how these partnerships allow credit unions and fellow financial industry partners to enhance their member offerings. Listen as Emily talks about “excellence through execution” and findings from Visa Research: Future of Payment Technology.As we wrap up the episode, Emily talks about investing in self-care, prepping for credit union industry events, and reading inspiring books. Enjoy my conversation with Emily Leach!Find the full show notes on cuinsight.com.Connect with Emily:Emily Leach, VP of Community Accounts for the Mid-Atlantic Region at Visaemleach@visa.comusa.visa.comEmily: LinkedInVisa: LinkedIn | Instagram | Facebook | Twitter
“We love working with credit unions to become more data-driven, so they can better support their members.” - Andrea BrownThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Andrea Brown, SVP of Growth at Lodestar. Andrea is a return guest to the podcast and shares what has changed since last year and what remains a common focus for leaders. Lodestar is a data warehouse and analytics partner for credit unions. They provide a full-service analytics platform of data connectors, visuals, workflows, and strategic guidance to help credit unions move forward in their analytics journey. During our conversation, Andrea discusses which data strategies credit unions should be focusing on to benefit business goals. She explains how leveraging data analytics and choosing the right data warehouse is crucial for a successful core conversion. Listen as Andrea talks about growth plans for the future and continuing to support credit unions with the complex technology systems needed to embrace efficiency and sustainability.As we wrap up the episode, Andrea talks about spending time with her family, splurging on new experiences, and preferring the audiobook of this recent read. Enjoy my conversation with Andrea Brown!Find the full show notes on cuinsight.com.Connect with Andrea:Andrea Brown, SVP of Growth at Lodestarandrea.brown@lodestartech.calodestartech.caAndrea: LinkedInLodestar: LinkedIn
“Strategic planning is not a date on the calendar, it's a process.” - Shawn TempleThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Shawn Temple, Strategy Director at On The Mark Strategies. Shawn shares his career journey in credit unions that led him to his current role. On The Mark Strategies empowers credit unions to win, survive, and thrive. The team specializes in strategic planning, branding, training, and marketing services.During our conversation, Shawn discusses the importance of strategic planning and how it brings clarity and alignment to the organization. He emphasizes the significance of core values and building team cultures to create a healthy work environment. Shawn shares the value of leadership development for today and tomorrow. Listen as Shawn explains how credit union teams can inspire connection from the boardroom to the break room.As we wrap up the episode, Shawn talks about being inspired by two amazing leaders in his life, enjoying the aloha spirit, and making himself available for a trip to San Diego. Enjoy my conversation with Shawn Temple!Find the full show notes on cuinsight.com.Connect with Shawn:Shawn Temple, Strategy Director at On The Mark Strategiesshawn@markarnold.commarkarnold.comShawn: LinkedInOn The Mark Strategies: LinkedIn | YouTube | Instagram
“Know your members better than you ever have.” - Mark WeberThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Mark Weber, CEO at Strum and Strum Platform. Mark shares his career journey and how his passion for credit unions began as a child. Strum is a full-service marketing agency helping credit unions build growth strategies through naming, branding, and marketing. Strum Platform is a financial marketing analytics software that helps credit unions better understand their members through data.During our conversation, Mark and I discuss the importance of data to engage and retain members. He explains the significance of omnichannel tracking in today's environment. Members and prospects have unique journeys as they seek service with multiple touchpoints throughout and he shares how important it is to capture this. Listen as Mark dives into the power of data and the exciting things to come.As we wrap up the episode, Mark talks about making time for his passion for music, enjoying Honolulu, and going with his team to sing karaoke. Enjoy my conversation with Mark Weber!Find the full show notes on cuinsight.com.Connect with Mark:Mark Weber, CEO at Strummark.weber@strumagency.comstrumagency.com Strumplatform.comMark: LinkedInStrum: LinkedIn | Twitter | Facebook | Instagram | YouTube Strum Platform: LinkedIn
“The more ways you offer a member to make a payment, the more likely they are to use it.” - Stuart BainThank you for tuning in to episode 74 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Stuart Bain, SVP of Product Management at Alacriti. Stuart shares his career journey that led him to his current role. Alacriti is a leading financial technology company dedicated to helping credit unions accelerate their digital payments transformation. The team is dedicated to providing solutions that empower clients to deliver the innovative digital payment experiences today's members demand. During our conversation, Stuart and I chat about payment solutions evolving to provide seamless and efficient experiences. He discusses the benefits of these solutions and the importance of delivering a modern digital payment experience in today's world. Listen as Stuart talks about embracing digital payment transformation and self-service options along with what is to come in the future.As we wrap up the episode, Stuart talks about which car he would splurge on, which food chain he enjoys in Tennessee, and which tech hack he uses for balancing work and life. Enjoy my conversation with Stuart Bain!Find the full show notes on cuinsight.com.Connect with Stuart:Stuart Bain, SVP of Product Management at Alacritistuart.bain@alacriti.comalacriti.com Stuart: LinkedIn Alacriti: LinkedIn | Twitter | Facebook | Instagram
“We need to be more data-driven than we have ever been.” - Joshua BarclayThank you for tuning in to episode 73 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Joshua Barclay, Growth Marketing Manager at CRMNEXT. Joshua shares his career journey that led him to his current role. CRMNEXT is a cloud or on-premise CRM solution provider specifically built for credit unions. Their focus is to support credit unions with actionable data to simplify work, drive growth, and deliver on experience. During our conversation, Joshua and I chat about the importance of data and technology in this changing financial landscape. Joshua talks about the New World Banking Order and what this means for the future. Listen as Joshua talks about how credit unions can move towards data unification.As we wrap up the episode, Joshua talks about the leadership legacy of one of his family members, his enjoyment of fine dining experiences, and the city he enjoys traveling to most. Enjoy my conversation with Joshua Barclay!Find the full show notes on cuinsight.com.Connect with Joshua:Joshua Barclay, Growth Marketing Manager at CRMNEXTjoshua.barclay@crmnext.com crmnext.us Joshua: LinkedIn CRMNEXT: LinkedIn | Twitter | Facebook | Instagram | Youtube
“Members are willing to adopt new technology in a way that is convenient for them.” - Nelson FisherThank you for tuning in to episode 72 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Nelson Fisher, Director of Product Development at Co-op Solutions. Nelson shares his career journey that led him to his current role. Co-op Solutions partners with credit unions to deliver member-centric and digital-first services designed to improve operational efficiencies and the member experience. They continue to focus on serving credit unions to improve efficiencies, drive growth, and make data-informed decisions. During our conversation, Nelson and I chat about building more member-centric services. He shares perspectives about growth in the credit union industry and delves into research on the micro and macroeconomic environment. Listen as Nelson talks about insights on the psychology of spending behavior, digital maturity, and member engagement.As we wrap up the episode, Nelson talks about his interest in music, his admiration for his wife, and his favorite things about the Bay Area. Enjoy my conversation with Nelson Fisher!Find the full show notes on cuinsight.com.Connect with Nelson:Nelson Fisher, Director of Product Development at Co-op Solutionsnelson.fisher@coop.orgcoop.org/Nelson: LinkedIn Co-op: LinkedIn | Twitter | YouTube
“Leverage all of the research and thought leadership that's out in the payments space.” - Tom PierceThank you for tuning in to episode 70 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Tom Pierce, Chief Marketing Officer at PSCU. PSCU is the nation's premiere credit union organization (CUSO) that evolved from being a payment processor to being an end-to-end financial technology provider. They experienced an expansion beyond traditional payments processing and moved into services such as digital banking, collections, and instant payments. During our conversation, Tom and I chat about trends in financial payments across generations. He shares the latest research looking into how consumers prefer to engage payments. This includes merging payment trends such as buy now pay later, crypto, and financial aesthetics. Listen as Tom talks about the financial tendencies across generations, from Boomers to Gen Z.As we wrap up the episode, Tom talks about spending time with his wife, traveling, and getting ready for two of his daughters's weddings. Enjoy my conversation with Tom Pierce!Find the full show notes on cuinsight.com.Connect with Tom:Tom Pierce, Chief Marketing Officer at PSCUEmailpscu.comTom: LinkedIn 2PSCU: LinkedIn | Twitter | Instagram | Facebook Show notes from this episode:What an amazing interview with Tom! Check out all the exceptional work his team is doing over at PSCU here.Want to hear more from Tom? Click here.Book mentioned: The hero and the outlaw by Margaret MarkIn this episode:[00:42] - Tom Pierce originally planned to be a reporter.[02:48] - Tom talks about how PSCU evolved over the recent years.[04:18] - What trends has Tom seen in the financial payments space this year? PART 1[06:48] - What trends has Tom seen in the financial payments space this year? PART 2[08:34] - Which trends are most popular between buy now pay later, crypto, or aesthetics?[11:21] - Tom discusses how generations engage finances lately, from Boomers to Gen Z.[14:22] - What advice does Tom have for how credit unions can approach financial payment innovations? PART 1[16:47] - What advice does Tom have for how credit unions can approach financial payment innovations? PART 2[18:43] - Tom is preparing for two of his daughters' weddings.[20:48] - Tom's favorite place to visit is an up and coming town.[23:03] - “Leverage all of the research and thought leadership that's out in the payments space.”
“We see the military voice in our industry as an important voice that needs to be heard.” - Tony HernandezThank you for tuning in to episode 70 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest today is Tony Hernandez, President & CEO of the Defense Credit Union Council (DCUC). The team at DCUC brings trusted resources for active duty and veteran issues in the United States when dealing with credit union membership. Tony believes in offering relevant financial services as a way to take care of military personnel and thank them for their efforts.During our conversation, Tony and I chat about protecting veteran benefits and financial wellbeing through the credit union industry. He offers insight on how credit unions can “Speak Military” to better assist military personnel. Listen as Tony talks about protecting vulnerable veterans, keeping up with legislation, and providing service to overseas military personnel.As we wrap up the episode, Tony talks about traveling with his wife, creating his own note system with dot journalism, and remembering a book about a purple crayon. Enjoy my conversation with Tony!Find the full show notes on cuinsight.com.Connect with Tony:Tony Hernandez, President & CEO of the Defense Credit Union Councilahernandez@dcuc.orgwww.dcuc.orgTony: LinkedIn DCUC: LinkedIn | Facebook | Twitter Show notes from this episode:What an amazing interview with Tony! Check out all the exceptional work his team is doing over the Defense Credit Union Council here.Want to hear more from Tony? Click here.In this episode:[00:44] - Tony Hernandez talks about DCUC serving both active duty and veteran military personnel.[03:41] - How did DCUC start out and how does it serve the credit union industry now?[05:59] - What does it mean to “Speak Military” in serving military personnel?[08:18] - Tony talks about protecting the vulnerabilities of military personnel from predatory lenders. PART 1[11:12] - Tony talks about protecting the vulnerabilities of military personnel from predatory lenders. PART 2[13:54] - Are credit unions helping military personnel who are overseas? PART 1[16:49] - Are credit unions helping military personnel who are overseas? PART 2[19:06] - DCUC continues to grow.[20:52] - Who brings inspiration into Tony's life?[22:41] - Tony talks about traveling with his wife and spending extra time with each other.[25:00] - What book does Tony recommend?[27:37] - Tony talks about enjoying dot journals lately. How does he fill his journals?[29:35] - Thank a veteran.
“It's more than credit cards here, it's about the members and communities.” - Toby MattsonThank you for tuning in to episode 69 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Toby Mattson, Director of Community Partnerships at Elan Credit Card. Toby began his career in credit unions 30 years ago and shares how it led him to his role today. Elan Credit Card offers an outsourced credit card program to credit unions across the US. The team at Elan provides innovative solutions while removing costs, reducing risks, and improving the cardmember experience.During our conversation, Toby and I chat about consumer trends and how credit cards play into financial well-being. He shares the many ways Elan continues to update credit card programs to match current consumer needs. Toby talks about Elan's Charitable Giving program and the support they're providing alongside their credit union partners in communities. Listen as Toby talks about the benefits of outsourcing credit card programs, protecting team culture and engagement, and making an impact in communities nationwide.As we wrap up the episode, Toby talks about a leader who made a positive impact on his life and career, which book he recommends, and the cities he enjoys visiting the most. Enjoy my conversation with Toby Mattson!Find the full show notes on cuinsight.com.Connect with Toby:Toby Mattson, Director of Community Partnerships at Elan Credit Cardtoby.mattson@elanfs.comwww.cupartnership.comToby: LinkedIn Elan: LinkedIn | Twitter
“Buildings exist for people, so they have to be people centric.” - Mark AlguardThank you for tuning in to episode 68 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Mark Alguard, President & Director of Client Strategy at Momentum. Mark shares his career journey that led him to his current role. The team at Momentum takes a people-centric approach to delivering buildings that help credit unions thrive. People-centric spaces build a solid foundation and foster connections for staff and members.During our conversation, Mark and I chat about creating workspaces that will help drive organizations forward. Mark talks about having work-life balance without sacrificing the collaborative nature of teams. Listen as Mark shares insights about defining productivity, building hybrid work experiences, and protecting team culture and engagement.As we wrap up the episode, Mark talks about his warm-hearted Grandpa Jack, his admiration for well-made furniture, and his go-to place to take people when visiting Chicago. Enjoy my conversation with Mark Alguard!Find the full show notes on cuinsight.com.Connect with Mark:Mark Alguard, President & Director of Client Strategy at Momentummalguard@momentumbuilds.commomentumbuilds.com Mark: LinkedInMomentum: LinkedIn | Facebook | Twitter
“We help credit unions elevate their operational outcomes with AI powered solutions.” - Steve KassThank you for tuning in to episode 67 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Steve Kass, Chief Services Officer at Trellance. Steve shares his career journey that led him to his current role. The team at Trellance is dedicated to credit union innovation. They deliver innovative technology solutions to help credit unions achieve more, including operational and digital transformation.During our conversation, Steve and I chat about the evolving use of AI in financial services. Steve offers advice to credit unions who are beginning their AI journey and explains the tangible benefits of leveraging AI. As we look to the future, Trellance is focused on supporting credit unions and evolving their AI capabilities to increase efficiencies, manage risk, and improve the member experience. As we wrap up the episode, Steve talks about the value and memories made through experiences, taking lessons from a sports book, and building work-life integration. Enjoy my conversation with Steve Kass!Find the full show notes on cuinsight.com.Connect with Steve:Steve Kass, Chief Services Officer at Trellanceskass@trellance.comtrellance.comSteve: LinkedInTrellance: LinkedIn | Facebook | Twitter | YouTube
“That's at the foundation of credit unions: making sure the member experience is premium and more personalized.” - David EversonThank you for tuning in to episode 66 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is David Everson, Senior Director of Solutions Marketing at Laserfiche. David shares his vast career journey that led him to his current role at Laserfiche. Laserfiche is a software company founded over 30 years ago. The team handles intelligent data capture, records management, and digitization that connects data across departments. Laserfiche helps employees be more productive by eliminating administrative tasks so teams can focus on high-priority operations such as member service.During our conversation, David and I chat about the importance of omnichannel data management when it comes to providing a seamless member experience. He shares the benefits of Laserfiche's Solution Marketplace library filled with free data management resources, training modules, and pre-built forms and workflows. Listen as David talks about the resources, tools, and strategies for better data management practices now and in the future.As we wrap up the episode, David talks about his 30-year friendship with a mentor, his current book recommendation, and his thoughts on work-life balance. Enjoy my conversation with David Everson!Find the full show notes on cuinsight.com.Connect with David:David Everson, Senior Director of Solutions Marketing at Laserfichedavid.everson@laserfiche.comlaserfiche.com David: LinkedInLaserfiche: LinkedIn | Facebook | Twitter | Instagram | YouTube
“You are a member of a great global credit union community.” - Mike ReuterThank you for tuning in to episode 65 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unions (WFCU). Mike shares how the environment for credit unions has grown since the last time he was a guest on the podcast. WFCU focuses on strengthening credit unions while they serve and transform members' lives worldwide. As an arm of the World Council of Credit Unions (WOCCU), they are advancing financial inclusion, global relief aid, DEI, and more through a vibrant and growing global credit union system. Mike shares his excitement for the 75th anniversary of International Credit Union Day held on October 19, 2023.During our conversation, Mike and I chat about the strong levels of support across the global credit union movement. He shares the national and international initiatives that keep credit unions operating so teams can help their own communities. Listen as Mike talks about fostering stronger engagement and more connectivity within the global credit union system.As we wrap up the episode, Mike talks about having a great time in Vancouver, balancing work and life, and pursuing further education to improve customer experiences. Enjoy my conversation with Mike Reuter!Find the full show notes on cuinsight.com.Connect with Mike:Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unionsmreuter@woccu.org doglobalgood.org Mike: LinkedInWFCU: LinkedIn | Facebook | Twitter
“Everyone has a seat at the table and if the table is not long enough, we'll build it bigger.” - Tracie KenyonThank you for tuning in to episode 64 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Tracie Kenyon, Executive Development Partner at Humanidei. Tracie shares her career journey within the credit union industry for the last 38 years. Humanidei works with credit unions to integrate their most important asset- their human capital- into organizational growth plans and talent development. Tracie guides teams in creating a positive company culture where team members can build their skills and career.During our conversation, Tracie and I chat about the importance of taking care of your team and the value in executive coaching. She gives advice on improving the hiring process and shares three tips to get it right the first time. Tracie explains how the “B” at the end of DEIB stands for belonging, and why it is so important for the culture of an organization. Listen as Tracie talks about building a nurturing and innovative company culture for your credit union team.As we wrap up the episode, Tracie talks about an impactful leader she's had in her life, her love of books along with a book recommendation, and her passion for work. Enjoy my conversation with Tracie Kenyon!Find the full show notes on cuinsight.com.Connect with Tracie:Tracie Kenyon, Executive Development Partner at Humanideitracie@humanidei.comhumanidei.com Tracie: LinkedInHumanidei: LinkedIn | Instagram | Twitter
“Create a website for your credit union, not a template of 20 others.” - Bo McDonaldThank you for tuning in to episode 63 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Bo McDonald, President and CEO at Your Marketing Co and uncommn. In this episode, we dive into all things uncommon, the preferred web development company for credit unions looking to control their online presence. Bo values service that is flexible to the changing needs of the credit union industry and is focused on providing that.During our conversation, Bo and I chat about treating a website like a digital branch for members. Bo shares that security, load time, and quality of content are the top three areas where credit unions must make a strong first impression on their website. He explains the importance of credit unions doing their due diligence and communicating with members throughout the web design process. Your website is ultimately one of your branches, listen as Bo explores ideas to better represent your brand and interact with members seamlessly.As we wrap up the episode, Bo talks about the two Johns that deeply influenced his leadership, the states he loves to visit, and the two things he doesn't mind splurging on for a good time. Enjoy my conversation with Bo McDonald!Find the full show notes on cuinsight.com.Connect with Bo:Bo McDonald, President and CEO at Your Marketing Co and uncommnbo@getuncommn.com getuncommn.com Bo: LinkedIn | Twitter uncommn: LinkedIn | Facebook | Instagram | Twitter
“There is always an opportunity for credit unions to expand their digital footprint and presence.” - Barb LowmanThank you for tuning in to episode 62 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Barb Lowman, President at CUNA Strategic Services (CSS). Barb shares her career journey in the financial service industry that led to her current role at CSS. CUNA Strategic Services connects credit unions and leagues to the industry's top solution providers to create the ultimate partnerships. The team at CSS is focused on positioning credit unions to thrive in the market and provide exceptional member service.During our conversation, Barb and I chat about the value CSS provides in connecting networks of people, resources, and tools. Barb shares why it is so important for credit unions to invest in technology and support in order to grow in today's environment. Listen as Barb talks about shifting from idea to execution and delivering solutions to credit unions.As we wrap up the episode, Barb talks about buying golf shoes, eating foods across the country, and a book that she considers a must-read. Enjoy my conversation with Barb Lowman!Find the full show notes on cuinsight.com.Connect with Barb:Barb Lowman, President at CUNA Strategic ServicesBlowman@cuna.coopcunastrategicservices.com Barb: LinkedInCUNA Strategic Services: LinkedIn
“When it comes to engagement and financial literacy, effectiveness is key.” - Shyam PradheepThank you for tuning in to episode 61 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Shyam Pradheep, General Manager at Zogo and a return guest to the podcast. Zogo is a financial literacy company that provides bite-sized, gamified education in a fun and accessible way. Zogo's gamified mobile integration is sure to help credit unions effectively attract Gen Z, millennials, and users of all ages in financial education. The team aims to engage members to make the most out of all the services credit unions offer.During our conversation, Shyam and I chat about building engagement that can be reached by all ages. Shyam shares Zogo's three pillars of engagement and lessons on gamifying financial literacy. Listen as Shyam reflects on the past, present, and future of Zogo and community engagement within the credit union industry.As we wrap up the episode, Shyam talks about being a huge foodie, admiring his fellow team members, and experiencing The City That Never Sleeps. Enjoy my conversation with Shyam Pradheep!Find the full show notes on cuinsight.com.Connect with Shyam:Shyam Pradheep, General Manager at Zogoshyam.pradheep@zogofinance.comzogo.com Shyam: LinkedInZogo: LinkedIn | Twitter | Instagram | Facebook | TikTok
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