The Insider Forum

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.

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.

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.

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.

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.

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. 

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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

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

APEX 2022 Podcast featuring Bryce Jackson, COO, MemberClose

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

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

APEX 2022 Podcast featuring Susan Thomas, CoNetrix

APEX 2022 Podcast featuring Beth Lindstrom, Gentreo

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