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Conversations with leading credit union executives about career development, industry practices and secrets for success.

Walt Laskos


    • Dec 10, 2024 LATEST EPISODE
    • monthly NEW EPISODES
    • 11m AVG DURATION
    • 100 EPISODES


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    Latest episodes from The Insider Forum

    Breaking Barriers: Fresh Strategies for Credit Union Success with Cornerstone Advisors

    Play Episode Listen Later Dec 10, 2024 21:53


    Join Stacey Bryant, Director of Business Development at Cornerstone Advisors, as she tackles the challenges and opportunities shaping today's credit unions. From succession planning and leveraging data to reaching underserved communities, this episode explores key strategies for staying true to credit union values while adapting to new generations and driving sustainable growth. Tune in for actionable insights and fresh perspectives to help your credit union thrive in a rapidly evolving financial landscape.

    Leading with Purpose: Credit Unions and Community Giving with NetGiver

    Play Episode Listen Later Dec 9, 2024 17:17


    Eric Berg, Co-Founder and President of NetGiver, shares valuable insights on how credit unions can harness cause marketing to strengthen community ties and amplify their impact. Discover the innovative NetGiver platform, which empowers credit unions to sponsor donations, enhancing member loyalty while supporting local nonprofits. The discussion dives into generational giving trends, leveraging data to uphold tax-exempt status, and the collaborative power within the credit union ecosystem. Don't miss this opportunity to gain actionable strategies and inspiration for advancing the credit union mission.

    Bridging the Talent Gap: Credit Union Strategies with Robert Half

    Play Episode Listen Later Dec 5, 2024 13:15


    Sean Thornton, Managing VP at Robert Half, delves into the key challenges facing credit unions today. In this episode, you'll explore the talent shortages caused by retirements, the crucial role of succession planning, and effective strategies to attract and retain specialized professionals in roles like CFOs and risk management. Tune in to discover how flexibility, agility, and innovative hiring practices can provide credit unions with a competitive edge in today's market.

    Empowering Credit Unions for Strategic Growth with Capstone Strategic

    Play Episode Listen Later Dec 4, 2024 15:55


    John Deering from Capstone Strategic explores the transformative power of credit union service organizations (CUSOs) in helping credit unions deepen member engagement, diversify income streams, and achieve strategic growth. This episode features insights on prioritization, risk-taking, and practical tools like adjacency mapping to guide long-term success. Learn how CUSOs empower credit unions to cut out the middleman, own their solutions, and turn challenges into opportunities.

    Revolutionizing Estate Planning with Gentreo

    Play Episode Listen Later Dec 3, 2024 15:55


    Renee Fry, CEO, and Julie Fry, CMO of Gentreo, discuss how their innovative platform is making estate planning affordable, accessible, and tech-savvy. From digital vaults to lifelong solutions, Gentreo supports individuals and families through life's big moments while empowering credit unions to offer valuable tools that protect what matters most. Discover how this dynamic duo is revolutionizing a traditionally old-school process and why APEX is the perfect stage for innovation and collaboration.

    Building Success: Designing and Branding Financial Institutions the NES Group

    Play Episode Listen Later Jan 8, 2024 10:30


    Gregg Rosen, President of the NES Group, joins the Insider Forum to discuss how NES works with financial institutions on their building and branding. Rosen prides himself and the NES Group on listening to credit unions' pain points and guiding them towards successful strategic plans. Through these processes, NES Group is committed to thinking differently, adapting to changes, and providing unique solutions tailored to each credit union's identity and goals. 

    Capstone Strategic: Crafting a Tactical Path to Success with External Growth

    Play Episode Listen Later Jan 8, 2024 9:02


    John Deering of Capstone Strategic joins the Insider Forum to discuss their focus on helping credit unions with strategic planning and external growth initiatives. Capstone specializes in growth and planning areas, such as mergers, partnerships, and fintech collaborations. Dearing emphasizes the importance of having a structured approach and highlights a recent project where Capstone assisted a credit union in expanding its non-interest income through CUSOs.

    Navigant CU: Reflections on a Year of Transformation and Leadership

    Play Episode Listen Later Dec 13, 2023 12:44


    Kathy Orovitz of Navigant Credit Union, joins the Insider Forum to reflect on her one-year anniversary of being CEO. Orvitz discusses her journey from an 18 year old teller to CEO, and emphasizes the balance between planned transformations and adapting to economic challenges. The conversation touches on Orvitz's experience as a female CEO, community engagement, and Navigant's future vision.

    Brian Hughes, CEO of Holy Rosary Credit Union, Named Forbes #1 Credit Union in NH

    Play Episode Listen Later Nov 13, 2023 13:45


    Vanessa Kuduk - VP of Lending and Hispanic Outreach, Members Credit Union (CT)

    Play Episode Listen Later Oct 28, 2023 9:00


    James Higgins, President/CEO, Skyline Financial Federal Credit Union (CT)

    Play Episode Listen Later Oct 28, 2023 7:44


    Gautam Ajjarapu, Co-Founder/CEO of Glide and Kyle Stutzman, CEO Janusea

    Play Episode Listen Later Oct 28, 2023 14:28


    Bryce Jackson, COO, MemberClose

    Play Episode Listen Later Oct 28, 2023 5:34


    Kyle Kubiak, ViClarity

    Play Episode Listen Later Jul 24, 2023 7:38


    Nick Leonard, SVP, Posh AI

    Play Episode Listen Later Jul 24, 2023 11:43


    posh nick leonard
    Kyle Wayland, Director of Sales, National Credit Center

    Play Episode Listen Later Jul 24, 2023 4:01


    HERstory Podcast | Jill Skinner and Martina Schubert

    Play Episode Listen Later Jul 24, 2023 27:01


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before.

    HERStory Podcast | Visa, Emily Leach and Taylor Ellison

    Play Episode Listen Later Jul 24, 2023 17:32


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before.

    HERStory Podcast | AACUC & GPO FCU, Latonya Allen

    Play Episode Listen Later Jul 24, 2023 23:48


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before.

    HERStory Podcast | Filene, Holly Fearing

    Play Episode Listen Later Jul 24, 2023 18:27


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before.

    Herstory Podcast | Angela Prestill

    Play Episode Listen Later Jul 24, 2023 16:41


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    HERStory Podcast | Frost Financial Services, Carol Middaugh

    Play Episode Listen Later Jun 4, 2023 18:17


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    HERStory Podcast | LoanStreet, Bonnie Doolin

    Play Episode Listen Later Jun 4, 2023 22:13


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    HERStory Podcast | Lois Kitsch

    Play Episode Listen Later Jun 4, 2023 19:18


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    HERStory Podcast | Lonestar Credit Union, Becky Reed

    Play Episode Listen Later Jun 4, 2023 23:50


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    HERStory | Open Lending, Shirley McFarlane

    Play Episode Listen Later Jun 4, 2023 15:56


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    Milind Borkar, CEO, Illuma

    Play Episode Listen Later May 8, 2023 6:22


    Jacob Bouer, Director of Sales and Partnerships, Array

    Play Episode Listen Later May 3, 2023 8:18


    Kyle Stutzman, CEO Janusea

    Play Episode Listen Later Apr 24, 2023 8:57


    What Is MemberClose?

    Play Episode Listen Later Mar 15, 2023 6:08


    Featured Guest - Jon Clark, Senior Partner, Alera Group

    Play Episode Listen Later Mar 15, 2023 6:59


    Herstory Podcast | Stephanie Smith

    Play Episode Listen Later Mar 15, 2023 5:12


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    Herstory Podcast | Gigi Hyland

    Play Episode Listen Later Mar 15, 2023 7:41


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    Herstory Podcast | Carol Schillios

    Play Episode Listen Later Mar 15, 2023 9:52


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    Herstory Podcast | Maria Martinez

    Play Episode Listen Later Mar 15, 2023 8:38


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    Herstory Podcast | Denise Wymore

    Play Episode Listen Later Mar 15, 2023 11:25


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    Herstory Podcast | Renee Sattiewhite

    Play Episode Listen Later Mar 15, 2023 5:44


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    Herstory Podcast | Sarah Canepa Bang

    Play Episode Listen Later Mar 15, 2023 7:38


    Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement.

    Homerun for Community Engagement with NetGiver

    Play Episode Listen Later Jan 27, 2023 3:59


    Introducing NetGiver

    Play Episode Listen Later Jan 27, 2023 7:15


    Featured Guest - NE Money Handling and Sommervilles Credit Union CEO

    Play Episode Listen Later Dec 12, 2022 9:05


    Featured Guest - John Moreno, Newcleus Credit Union Advisors

    Play Episode Listen Later Dec 12, 2022 10:04


    Sarah Mailhott - APEX 2022

    Play Episode Listen Later Oct 29, 2022 8:48


    APEX 2022 Podcast featuring Sarah Mailhott, VP Marketing, Polish National Credit Union

    James Higgins - APEX 2022

    Play Episode Listen Later Oct 29, 2022 11:51


    APEX 2022 Podcast featuring James Higgins, President/CEO Skyline Financial Federal Credit Union

    Bruce Adams - APEX 2022

    Play Episode Listen Later Oct 29, 2022 6:03


    APEX 2022 Podcast featuring Bruce Adams President/CEO, Credit Union League of Connecticut

    Bryce Jackson - APEX 2022

    Play Episode Listen Later Oct 29, 2022 8:07


    APEX 2022 Podcast featuring Bryce Jackson, COO, MemberClose

    Ellen Ford - APEX 2022

    Play Episode Listen Later Oct 29, 2022 6:13


    APEX 2022 Podcast featuring Ellen Ford, former President/CEO People's Credit Union

    Travis Frey - APEX 2022

    Play Episode Listen Later Oct 29, 2022 12:16


    APEX 2022 Podcast featuring Travis Frey, Chief Technology and Security Officer, Dover Federal Credit Union

    Susan Thomas - APEX 2022

    Play Episode Listen Later Oct 29, 2022 8:33


    APEX 2022 Podcast featuring Susan Thomas, CoNetrix

    Beth Lindstrom - APEX 2022

    Play Episode Listen Later Oct 29, 2022 6:36


    APEX 2022 Podcast featuring Beth Lindstrom, Gentreo

    John Ziemba - APEX 2022

    Play Episode Listen Later Oct 29, 2022 7:58


    John Ziemba Senior Vice-President of Commercial Lending, Triangle Credit Union

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