Podcasts about credit unions

“You establish trust with your team by acknowledging that you don't have all the answers.” - Greg MichligWelcome to episode 207 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Alacriti—a leading payments fintech helping credit unions compete with challenger banks and digital wallets. Alacriti delivers seamless, real-time money movement experiences for loan payments, A2A transfers, digital disbursements, and bill pay. With a single, cloud-native platform that connects to The Clearing House, Fedwire, ACH, and FedNow, credit unions can modernize without overhauling legacy infrastructure. Learn more at Alacriti.com.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we are joined by CUInsight's CEO Greg Michlig, who joins us to talk about the power of paradox. Leadership, after all, isn't always about having the answers. What does it look like to lead with both confidence and humility, to show strength while also admitting to what you don't know? Greg brings some personal stories and honest reflections, and we explore what it means to lead in uncertain times without pretending to be certain, and how the best leaders learn to embrace complexity rather than run from it.We also get personal when we look at the idea of “being right” vs. “getting it right” and we reflect on the uncomfortable (and sometimes hilarious) experience of feeling like an imposter and a winner . . . at the same time!If you have ever felt the pressure to perform, to decide fast, or to prove yourself worthy of your title, we encourage you to listen in. Enjoy our conversation with Greg Michlig!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List How to find Greg:Greg Michlig, CEO at CUInsightcuinsight.comGreg: LinkedInCUInsight: LinkedIn | Instagram | Facebook | YouTube | XWant to hear more from Greg? Click here.

Host Jeremy C. Park talks with Tosha Price, Business Development Manager with Ascend Federal Credit Union, who leads their financial education efforts across Middle Tennessee and highlights both the largest credit union in Middle Tennessee and their mission to serve by offering financial literacy education and giving back to the community in a variety of ways. With more than 250,000 members and more than $4.4 billion in assets, Ascend Federal Credit Union is the largest credit union in Middle Tennessee and one of the largest federally chartered credit unions in the United States. Based in Tullahoma, Tennessee, the member-owned financial institution offers banking, loan, retirement, and investment services from its 28 branches, more than 55,000 free ATMs worldwide, digital banking portal, and mobile app.During the interview, Tosha discusses the importance of providing financial literacy education in the community. She explains the difference between a bank and a credit union, emphasizing that credit unions are not-for-profit and focus on people helping people. She highlights the financial literacy programming offered by Ascend Federal Credit Union, including online modules, calculators, and workshops. Tosha also mentions their initiative, Bonsai, which provides financial education to K-12 students. She emphasizes the importance of budgeting, building a credit score, and using credit cards wisely.Tosha discusses the importance of using credit cards responsibly, emphasizing that they are loans and not personal funds. She highlights the average interest rate on credit cards is 20%, and advises to always pay the balance off to avoid extra interest charges. She also mentions the availability of college student credit cards with lower interest rates. When it comes to tips for improving credit scores, Tosha suggests paying off debts and diversifying credit types, rather than accumulating multiple credit cards. She also warns against the misconception that paying regular bills like rent or utilities improves credit scores, as only loan payments are reported positively.Tosha emphasizes the importance of prioritizing savings by paying oneself first and starting small. She suggests having a separate savings account to avoid easy access to funds. She also highlights the benefits of credit unions, such as higher dividends, rewards checking accounts, and more lenient lending practices.Visit https://ascend.org to learn more about Ascend Federal Credit Union.

In this episode, the guys are joined by JP Lapointe, the Chief Financial Officer for Needham Bank ($5 Billion institution located in the Boston metropolitan area) as well as DCG colleague, Jeff Reynolds.  The four dig into JP's career progression from Wolf and Company to Northeast Bank to his current role at Needham.  JP also expands on the nuances of working for a "specialty asset" business, why banking cannabis is not for the "faint of heart", Needham's recent IPO and the "perfect time to go public", and why their customers have direct access to the CEO's personal cell phone.For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

Recapping this month's Finovate Spring event, Glen connects with Steven Ramirez (Beyond the Arc) and Elias Kruger (Long Range AI) to compare notes on the standouts and key takeaways- such as agentic AI- from San Diego. Also- Coinbase packs a year's news into a single week, and Nevada looks to enter the payments fray.   Links related to this episode:   Finovate Spring demo videos: https://finovate.com//videos/?filtertype=&showtypes=FinovateSpring&videostartyear=2025&showletters=A-Z    Beyond the Arc: https://beyondthearc.com/blog/category/fintech    Long Range AI Consulting: https://www.linkedin.com/in/ekruger1/    Our 2023 interview with Crissi Cole of Penny Finance: https://open.spotify.com/episode/7tFFHhmaXPlPO2TbjobAEw    Glen's blog on Coinbase's wild week: https://www.big-fintech.com/a-tale-of-two-coinbases/   Payments Dive's coverage of Nevada's proposed legislation to create “Payments Banks”: https://www.paymentsdive.com/news/nevada-bill-would-charter-new-payment-banks-retailers-swipe-fees/748041/        Join us for our next CU Town Hall- Wednesday May 21 at 3pm ET/Noon PT- for a live and lively interactive conversation tackling the major issues facing credit unions today. This session will feature a crowdsourcing of takeaways from spring's credit union/ fintech conference season. The Town Hall is free to attend, but advance registration is required:  https://www.cutownhall.com/   Join us on Bluesky!   @bigfintech.bsky.social @154advisors.bsky.social (Glen) @jbfintech.bsky.social (John) And connect on LinkedIn for insights like the Friday Fintech Five: https://www.linkedin.com/company/best-innovation-group/  https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/ Thank you to our friends at William Mills Agency for providing this week's featured image. *Image source: William Mills Agency

Send us a textOn today's show is Paul Dionne, chief strategy officer at Quantum Governance, L3C.  What's an L3C?  Good question: It's a low profit limited liability company and, in the case of Quantum Governance, that means it “help[s]  nonprofits, credit unions, associations and foundations realize the full potential of their missions.”The company's work with credit unions revolves around governance - especially issues involving the board and organizational leadership - and strategic planning.That's why a key focus of this discussion is a credit union board's fiduciary responsibility especially in the case of a merger.  When a merger is on the table, a board member's responsibility is to make decisions that are in the best interest of the membership, said Dionne.What's that mean?  How can a board member go off course?  In the show Dionne, who worked at Filene before joining Quantum Governance, tells the good, the bad and the ugly.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

“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

Rebecca O'Connell, Government Affairs Manager at Lake Trust Credit Union joins Rob this week to highlight the distinctive role of credit unions, particularly emphasizing Lake Trust's commitment to community involvement and relationship-building with its members. Rebecca outlines how credit unions, being member-owned and not driven by Wall Street, effectively serve local communities by reinvesting deposits into local economies through loans for homes and businesses. Despite serving about 40% of Americans, credit unions manage less than 9% of total banking assets, often supporting those without other banking options. To further support local entrepreneurs, Lake Trust has partnered with Mixer Media, a bold new initiative offering commercial videography services, free creative consultations, and social media strategy sessions to help members grow their digital presence and tell their stories. From financial empowerment to creative support, this episode shows how Lake Trust is going way beyond banking.   01:17 Understanding Lake Trust Credit Union 02:33 The Credit Union Difference 05:11 Local Impact and Community Development 06:40 Strategic Growth and Community Needs 08:37 Innovative Acquisitions for Community Support 10:39 Empowering Local Businesses 12:27 Advocacy and the Future of Credit Unions   Show Links Learn more about the Brighton Chamber by visiting our website. Website: https://www.brightoncoc.org/   Guest Links Website: https://laketrust.org/ Mixer Media Website: https://laketrust.org/our-story/who-is-lake-trust/mixer-media Facebook: https://www.facebook.com/LakeTrustCreditUnion Instagram: https://www.instagram.com/laketrust/ LinkedIn: https://www.linkedin.com/company/lake-trust-credit-union/

This week we're talking with retired Army Colonel and legendary Ranger Platoon Commander, Larry Perino. Today he's a Vice President of Commercial and Small Business lending with Navy Federal Credit Union, where he helps veterans achieve their small business dreams. However, we begin with a deeply personal look at his career. Perino will be remembered forever as one of the elite Army Rangers who fought in The Battle of Mogadishu. Documented in the famous film Blackhawk Down and most recently in the Netflix documentary, Surviving Blackhawk Down, Perino offers a first-hand perspective on that fateful day in Somalia, in 1993. Perino also shared the lessons our military learned from that deadly day. And we hear how he discovered a new mission, helping veterans launch their own small business with financial services from Navy Federal Credit Union. Colonel Perino reveals small business lending tips and shares how business owners can use Navy Federal to help grow businesses of all sizes. For more on small business funding with Navy Federal check out: https://www.navyfederal.org/ Connect with CBS Eye on Veterans, Host, Phil Briggs phil@connectingvets.com To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Small credit unions face big challenges, but does that mean there's no joy in running one? In this episode of The Digital Banking Podcast, host Josh DeTar sits down with Bo McDonald, Founder and President of Your Marketing Co., to unpack the reality of credit unions under $10 billion in assets. They dive into the importance of mindset, strategic decision-making, and why some small credit unions thrive while others struggle.Bo shares how personal experiences shaped his passion for credit unions and why telling their stories is critical for growth. He explains how smaller institutions can stay relevant by embracing technology, challenging outdated thinking, and prioritizing relationships over transactions. The conversation highlights examples of leaders who are pushing through obstacles to serve their communities.Josh and Bo also discuss the need for honest dialogue in the industry. From tough boardroom conversations to rethinking legacy systems, this episode is a must-listen for leaders who want to future-proof their credit unions while staying true to their mission.

This is Derek Miller, Speaking on Business. Chartway is a 3 billion dollar credit union that serves 260,000 members. Through its new business banking services and 16 million dollars in grants by the Chartway Promise Foundation, Chartway is making a community impact. Senior Vice President of Utah, Nick Whiting, joins us with more. Nick Whiting: We're proud of the Chartway Promise Foundation, our charitable arm, dedicated to supporting medically fragile children and their families. This year, we mark a milestone — 20 years of bringing joy, hope, and smiles to children through memorable experiences — whether it's granting a child's wish, providing hospital care packages, or partnering with local nonprofits. This month, you can make a difference by joining us at a series of fundraising and awareness events. Learn more at chartwaypromisefoundation.org. In addition to the foundation, Chartway also serves the small business community with a full range of business banking services. From cash management and merchant services to online wire transfers, business checking, and lending, Chartway helps businesses grow and thrive. Additionally, we've earned the Juntos Avanzamos designation and now have three bilingual branches in Utah to better serve the Hispanic community. Bottom line, at Chartway Credit Union, everyone is welcome. Derek Miller: As a growing credit union with a strong community commitment, Chartway is further expanding its footprint in Utah by adding a new branch in Herriman later this year — bringing its total number of branches in the state to 14. I'm Derek Miller, with the Salt Lake Chamber, Speaking on Business. Originally aired: 5/15/25

Send us a textIs this the twilight of the golden age of credit unions? On the show to discuss exactly that question is Jim Blaine, the now retired longtime CEO of SECU, the second biggest credit union in the country.  Blaine may be retired but he still has opinions about credit unions, as evidenced in his blog, SECU - Just Asking!In this podcast Blaine also digs deep into the question: what exactly is a credit union? We also talk about democracy in credit unions and often the lack thereof.Recently Blaine has been sparring with his old employer with the flash point being the institution's new leadership's desire to move to risk based pricing for loans.  Blaine is against that and successfully resisted it in his years as SECU's CEO.Blaine, definitely, is opinionated. But he also is - undeniably - a credit union champion. What he says may make you mad - it definitely made various NCUA employees mad.  But listen up because Blaine, very clearly, articulates a philosophy about credit unions that he didn't just spout, he lived in building SECU into a US credit union powerhouse.  Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Tri-state League CEO Scott Simpson, along with Stephanie Cuevas, SVP of Federal Government Affairs for the California and Nevada Credit Union Leagues, share how they're hitting the ground running on the advocacy front for credit unions out West amid regulatory chaos.  Also, with the craziness surrounding, well, everything, Michael, Natasha, and Producer Zach take a breath and discuss childhood TV memories. Is "Welcome Back, Kotter" referenced? Of course it is!

Le v. Prestige Community Credit Union

Glen connects with Paylume's Andrew Gomez to unpack the burgeoning pay by bank model, explore lessons learned from other countries' rollouts, and consider the pros and cons facing banks and credit unions. Also- a possible open banking do-over, more stadium naming rights, and resisting the urge to spike the ball before the goal line.    Links related to this episode:   Andrew Gomez/Paylume: https://www.linkedin.com/in/r-andrew-gomez/    Nacha's Remote Connect, June 6-9: https://payments.nacha.org/remote-connect    Part One of our Nacha Payments conference coverage: https://www.big-fintech.com/getting-direct-about-ach/    CU Daily's coverage of a positive sign for CUs' tax exemption: https://thecudaily.com/in-victory-for-credit-unions-cu-tax-exemption-not-targeted-in-committees-bill    The recent CU Town Hall on which we debated implications of the tax exemption: https://www.cutownhall.com/    Bloomberg Law's coverage of potential Open Banking (Section 1033) reconsideration: https://news.bloomberglaw.com/banking-law/cfpb-plans-to-revisit-open-banking-rule-despite-workforce-cuts    BECU's partnership with the WNBA's Seattle Storm, one of several recent naming rights deals: https://storm.wnba.com/news/storm-announce-becu-as-partner-for-performance-center   Join us for our next CU Town Hall- Wednesday May 21 at 3pm ET/Noon PT- for a live and lively interactive conversation tackling the major issues facing credit unions today. This session will feature a round robin on the countless recent regulatory twists and turns. The Town Hall is free to attend, but advance registration is required:  https://www.cutownhall.com/   Join us on Bluesky!  @bigfintech.bsky.social;  @154advisors.bsky.social (Glen); @jbfintech.bsky.social (John) And connect on LinkedIn for insights like the Friday Fintech Five: https://www.linkedin.com/company/best-innovation-group/  https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

Send us a textNo one has a richer background in credit union journalism than Frank Diekmann.  Over the past 35 years he has been co-founder and editor at Credit Union Times, publisher at Credit Union Journal, co-founder at CUToday, and now he is the founder of The CU Daily, a new publication that is the liveliest credit union pub in my opinion.Nobody has written more published words about credit unions than Diekmann.Diekmann has opinions.Longtime listeners probably think I'm opinionated.I am.But Direkmann can and does go toe-to-toe with me on a range of topics - credit union mergers, the future of small credit unions, the credit union federal tax exemption, the future of NCUA and lots more. There are even glimpses into the very future of credit unions - if there is one.This is a lively show and, remember, Diekmann has years of reporting experience that back up the opinions you'll hear.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

In this episode of C.U. on the Show, Doug English welcomes Michael Bell back for an eye-opening conversation about a hidden trend in the credit union world: acquiring non-bank businesses. Discover how credit unions are strengthening member relationships and diversifying income streams by buying companies like title agencies, insurance firms, and real estate businesses. If you're looking for a growth strategy that goes beyond traditional banking, you'll want to stream this episode.Check out the ACT Advisors Blog for a written summary of this episode!Want to learn more about Doug English and ACT Advisors? Visit Home - ACT Advisors®Email doug@act-advisors.com if you have an idea for a future guest or topic.

In this episode of CU On the Show, host Doug English speaks with Mitch Rutledge, CEO and co-founder of Vertice AI, and Fred Eisel, CEO of Vizo Financial. Together, they explore how artificial intelligence is reshaping the credit union landscape, particularly in the face of declining membership, limited resources, and the push for personalized financial services. Learn how data-driven decisions can be the key to sustainable growth.Check out the ACT Advisors Blog for a written summary of this episode!Want to learn more about Doug English and ACT Advisors? Visit Home - ACT Advisors®Email doug@act-advisors.com if you have an idea for a future guest or topic.

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“Leaning into your best self—that's what brings joy and happiness.” – Tracie KenyonWelcome to episode 209 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Alacriti—a leading payments fintech helping credit unions compete with challenger banks and digital wallets. Alacriti delivers seamless, real-time money movement experiences for loan payments, A2A transfers, digital disbursements, and bill pay. With a single, cloud-native platform that connects to The Clearing House, Fedwire, ACH, and FedNow, credit unions can modernize without overhauling legacy infrastructure. Learn more at Alacriti.com.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we are joined by a familiar voice—Tracie Kenyon, Executive Development Partner at Humanidei—to discuss the importance of leaders doing inner work: what we bring into the room before the meeting even starts. Even though it's often said that feelings do not belong in the workplace, nothing could be further from the truth.Inner work is messy, ongoing, and, at times, uncomfortable—but it is also where the most meaningful improvements in leadership happen. Tracie helps us explore what it really looks like to lead from the inside out.We also reflect on our own growth, and Tracie reminds us that leadership isn't always about having the right answers but about staying curious, staying grounded, and letting go of the idea that we have to always be perfect and in control of everything.Whether you are leading a team or leading yourself through a tough season, this episode is for you. Enjoy our conversation with Tracie Kenyon!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and Spotify How to find Tracie:Tracie Kenyon, Executive Development Partner at Humanideihumanidei.comTracie: LinkedInHumanidei: LinkedIn | Facebook | XWant to hear more from Tracie? Click here.

SRP Federal Credit Union stands as a significant financial institution in South Carolina, boasting a substantial $1.7 billion in assets and a long-standing commitment to serving its members. Headquartered in North Augusta, SC, SRP FCU has established itself as a cornerstone of the region's financial landscape, providing a comprehensive range of financial products and services to individuals, families, and businesses across its service area. As a member-owned, not-for-profit cooperative, SRP FCU prioritizes the financial well-being of its members, reinvesting profits back into the organization through better rates, lower fees, and enhanced services. The credit union's history is rooted in serving specific communities or employee groups, fostering a strong sense of belonging and personalized financial solutions. Over time, SRP FCU has grown and evolved, expanding its reach and offerings while maintaining its core values of member service and community involvement. Its $1.7 billion asset size places it among the larger credit unions in the state, signifying its significant impact on the local economy and the financial lives of its members. This scale allows SRP FCU to offer competitive products, invest in technology and infrastructure, and support community development initiatives. At the helm of this robust organization is Liz Ponder, a trailblazing leader who has made history as the first African-American CEO of a credit union in the South. Her appointment marks a pivotal moment for both SRP Federal Credit Union and the broader financial industry in the region. In a sector where leadership has historically lacked diversity, Ponder's ascent to the CEO position represents a significant step towards greater inclusivity and representation at the highest levels. Ponder's role as CEO encompasses a wide range of responsibilities, including: Strategic Leadership: Charting the future course of SRP FCU, setting strategic goals, and ensuring the organization remains competitive and relevant in a dynamic financial environment. Financial Oversight: Managing the credit union's substantial assets, ensuring financial stability, and making sound fiscal decisions that benefit the members. Operational Management: Overseeing the day-to-day operations of the credit union, ensuring efficiency, compliance, and the delivery of high-quality services across all branches and digital platforms. Member Advocacy: Championing the needs and interests of SRP FCU's diverse membership, ensuring that the credit union's products and services are tailored to meet their evolving financial needs. Community Engagement: Fostering strong relationships with the communities SRP FCU serves, supporting local initiatives, and promoting financial literacy and well-being. Cultivating Organizational Culture: Leading and inspiring a team of employees, fostering a positive and inclusive work environment that prioritizes member service and collaboration. As the first African-American CEO of a credit union of this size and stature in the South, Liz Ponder carries a profound significance that extends beyond the operational aspects of her role. Her leadership serves as: A Beacon of Progress: It signifies a tangible step forward in breaking down racial barriers within the financial industry in a region with a complex history. Her presence demonstrates that leadership opportunities are becoming more accessible to individuals from diverse backgrounds. An Inspiration for Future Leaders: Ponder's achievement serves as a powerful role model for aspiring African-American professionals and other underrepresented groups in finance, showing them that executive leadership is within reach. A Catalyst for Change: Her leadership has the potential to influence the culture and practices within SRP FCU and potentially inspire other financial institutions in the South to prioritize diversity and inclusion in their own leadership ranks. A Voice for Inclusivity: Ponder's unique perspective and experiences can inform the credit union's approach to serving its diverse membership, ensuring that its products and services are equitable and meet the needs of all community members. SRP Federal Credit Union is a vital financial institution in South Carolina with a substantial asset base and a commitment to its members. Liz Ponder's leadership as the first African-American CEO of a credit union of this size in the South is a landmark achievement. It not only highlights her exceptional capabilities but also signifies a crucial step towards a more diverse and inclusive financial landscape in the region, offering inspiration and paving the way for future generations of leaders. Her role at SRP FCU has the potential to positively impact the organization, its members, and the broader communities it serves for years to come. Web: https://srpfcu.org/ Get to Know Ash: Imagine someone who just radiates good vibes and genuinely wants to see you shine – that's Ash Brown! This incredibly talented American wears many hats: she's a fantastic producer, a super engaging blogger, a captivating speaker, a natural media personality, and a fantastic host for events. Her energy is totally infectious, and you can tell she's truly passionate about helping everyone reach their full potential. What's Ash Up To? AshSaidit.com: Think of this as your VIP pass into Ash's world! Her blog is buzzing with exclusive invites to events, honest reviews of cool products, and all sorts of fun and informative stuff. It's the perfect place to stay in the loop and get a dose of Ash's personality. The Ash Said It Show: Get ready to feel inspired! Ash's podcast is a powerhouse of motivation, with over 2,000 episodes already out there and a whopping half a million listens worldwide! She has amazing conversations with inspiring people and dives into topics that really matter. Why We Love Ash: Ash isn't just talking the talk; she's walking the walk! What makes her truly special is how real she is. She connects with her audience on a genuine level, offering advice and encouragement that feels like a chat with a good friend. She doesn't shy away from the tough stuff but instead gives you the tools to tackle it head-on. Here's what makes Ash stand out: Sunshine Personified: Ash is a total optimist! Her positive energy is contagious, and you can't help but feel more empowered and ready for anything after connecting with her. Keeping It Real: Ash doesn't try to sugarcoat life. She gets that things can be tough and offers relatable advice that speaks to people from all walks of life. Turning Inspiration into Action: This isn't just about feeling good for a moment. Ash gives you practical tips and strategies to actually make things happen and turn your dreams into reality. So, if you're looking for a daily dose of inspiration, real-world advice, and someone who keeps it totally honest, Ash Brown is your go-to person! With her amazing positivity and genuine dedication to helping others, she's sure to become your favorite source for making the most out of life. ✨ ► Goli Gummy Discounts Link: https://go.goli.com/1loveash5 ► Luxury Women Handbag Discounts: https://www.theofficialathena.... ► Review Us: https://itunes.apple.com/us/po... ► Subscribe: http://www.youtube.com/c/AshSa... ► Instagram: https://www.instagram.com/1lov... ► Facebook: https://www.facebook.com/ashsa... ► Blog: http://www.ashsaidit.com/blog #atlanta #ashsaidit #theashsaiditshow #ashblogsit #ashsaidit®Become a supporter of this podcast: https://www.spreaker.com/podcast/the-ash-said-it-show--1213325/support.

Discover how credit unions can become essential partners for small businesses while boosting local community impact. Learn strategies to attract small business owners, build trust, and foster economic growth in your area. Don't miss these actionable tips to strengthen your community connections!Follow the Pod:https://twitter.com/fintechcombineFollow Kris Kovacs:https://twitter.com/ManagementByteshttps://www.linkedin.com/in/kriskovacs/https://www.instagram.com/kriskovacs/The Fintech Combine is Produced and Edited by Anson Beckler-JonesFollow Anson Beckler-JonesInstagram - @ansonandcoYoutube - @ansonandco

The latest episode of MCUL's podcast series, Credit Unions, Coffee and Conversation, features Julia, Patty's daughter! Patty talks with Julia about her generation's perspective on finances and banking, why and how she loves to travel and much more.

Sen. Elizabeth Warren, D-Mass., is calling on the Pentagon to pause its contract with Oceanside-based Frontwave Credit Union. Adjunct faculty at the University of San Diego are on strike, we'll tell you why. Then, part two of our story on the Trump Administration's focus on birth rates. And, some San Marcos residents aren't happy about a proposed detox facility. Also, Voice of San Diego's Scott Lewis is back with an update on the La Jolla secessionist movement. Finally, one San Diego neighborhood is fighting to have public stairs cleaned up.

The Moneywise Radio Show and Podcast Wednesday, May 7th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Manageme instagram: MoneywiseWealthManagement ---Upcoming Social Security Seminar--- Join Dustin Weaver, Financial Advisor for Moneywise Wealth Management, as he covers different ways to maximize Social Security benefits as well as various claiming strategies such as how married couples can enhance lifetime payouts, spousal and survivor benefits, the impact of working on future benefits, taxability of social security income, and Medicare. This free, informative workshop will be held in-person or streamed on: Tuesday, May 20 / 6:00 – 7:30 p.m (PST)  Bakersfield College - Southwest Campus, located at 9400 Camino Media Those interested in attending can call (877) 723-3128 or send an email to marketing@safe1.org to secure their spot. Please provide the name(s) of attendee(s), a contact phone number, and how you plan to attend – in-person or live stream. This workshop is provided by Safe 1 Credit Union and Moneywise Wealth Management        

When should financial institutions look to integrate AI into their operations, and how should they do it? In this episode of Bank on Wipfli, we explore practical considerations for AI use in the industry, with a focus on security and user experience.Wipfli's Robert Zondag, partner, and Matt Sabo, director, talk with Joseph Pellissery, Chief Information Officer at Wescom Credit Union, about AI adoption strategy, including:The use of AI in quality assurance for financial institutions.The importance of balancing security measures with user experience considerations.The growing need for digital access for credit union members.

In this episode of the FI GROW podcast, CEO Meredith Olmstead and Sales Director Danielle Fancher dig into a powerful conversation around customer acquisition vs. retention—and why focusing on deeper relationships with your existing members may be your most overlooked growth opportunity. From defining true onboarding to real-world tactics that work, they share actionable strategies to personalize, automate, and maximize every new relationship at your credit union or community bank.Key Takeaways:Retention Costs Less—and Delivers More: It costs 5–7x more to acquire a new customer than to deepen a relationship with an existing one. Strong onboarding = stronger ROI.Onboarding Is More Than a Thank-You Note: True onboarding is a multi-channel, personalized, data-driven experience that nurtures product adoption and trust.Personalization Drives Growth: When onboarding is tailored to each user's actions and needs, customers are more likely to open 3+ new products in their first 12 months.

Send us a textThis show started out as an exploration of Jack Henry's 7th annual Strategy Benchmark Survey where CEOs of credit unions and banks reveal what really matters to them.  It's a data trich survey, there's a link in the show notes and I say that because the talk with Lee Wetherington – Senior Director of Corporate Strategy at Jack Henry quickly veered into what's happening in Washington DC and how changes - especially at CFPB - may impact credit unions.Along the way we discuss how this is an age where data rules, open banking is coming at you ready or not, you probably don't know your members nearly as well as you think, and small business relationships probably aren't what you think but they may well be critical to the future of many credit unions.Does that spicy stew have your taste buds dancing with excitement? It should because this is a show that plunges into the unexpected but it's stuff you need to know about banking tomorrow.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

A pair of conversations from last week's Smarter Faster Payments conference- Glen's annual check-in with Nacha CEO Jane Larimer, and PASA CEO Ghita Erling shares insights on modernizing South Africa's payment system through collaboration rather than mandate. Also- AI shopping agents, Uber discovers paper, and the vultures circle around checks.    Links related to this episode:   Nacha: www.nacha.org   Payments Association of South Africa: https://pasa.org.za/    Glen's blog on 2024 Faster Payments volumes: https://www.big-fintech.com/zelle-hits-a-trillion-same-day-ach-says-hold-my-beer/    TechCrunch on Visa and Mastercard's new AI shopping agents: https://techcrunch.com/2025/04/30/visa-and-mastercard-unveil-ai-powered-shopping/    Payments Dive on Uber's expanding acceptance of cash: https://www.paymentsdive.com/news/uber-expands-test-with-an-exotic-payment-cash/746464/        Join us for our next CU Town Hall- Wednesday May 7 at 3pm ET/Noon PT- for a live and lively interactive conversation tackling the major issues facing credit unions today. This session will feature a round robin on the countless recent regulatory twists and turns. The Town Hall is free to attend, but advance registration is required:  https://www.cutownhall.com/   Join us on Bluesky!  @bigfintech.bsky.social;  @154advisors.bsky.social (Glen); @jbfintech.bsky.social (John) And connect on LinkedIn for insights like the Friday Fintech Five: https://www.linkedin.com/company/best-innovation-group/  https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

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Send us a textPeter Duffy's message is plain: The pace of mergers will get fatter and it will involve credit unions of all sizes, from the small to the mega institutions. First Tech and DCU may seem an outlier but now there is ENT and Wings and the pace will keep up, says Duffy who now has joined SRM.Will the chaos and uncertainty in Washington DC slow the merger pace? Duffy thinks not, indeed the pace may quicken.That's because, says Duffy, economies of scale are now the Holy Grail of financial institutions.  Bigger is a competitive advantage, he says.He does make one surprise prediction: he believes the number of credit unions deals with banks will decrease.  Listen to hear why (and it doesn't have much to do with ICBA's caterwauling).Listen up.Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Panelists John Hood, President, John William Pope Foundation Joseph C. Von Nessen, Ph.D., Research Economist, Darla Moore School of Business, University of South Carolina

Ready to buy a home? Make sure you consider using VA Home Loan. Navy Federal Credit Union's Christopher Davis offers a closer look at this incredible benefit. Davis shares why this loan allows veterans, service members and families to buy with no money down, lower interest rates and how they can be used more than once! Find out more from Navy Federal Credit Union here: https://www.navyfederal.org/ To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Send us a textThis show is a proof to me that my insistence on doing podcasts without written questions in hand or a script is the right way.I agreed to this show - a talk with Michael Crowl, ceo of $4 billion Austin Texas based UFCU - because I'd heard he had been developing an interesting strategic plan.At many credit unions there are strategic plans but often they aren't interesting and often, too, nobody pays any attention gto them anyway.Supposedly UFCU and Crowl, who has been at UFCU for 20 years and has been CEO since September 2022, were different.Indeed they are.But pretty quickly we veered off the plan and dove into how this guy had risen to the CEO job at a very big credit union.  He grew up in government housing.  He worked his way through the University of Houston.  Then he went into investment banking, earned a good score and then - he went into teaching math at a high school.A few years later he happened into a job at UFCU and fell in love with what a credit union is and could be for its members.In the show I even ask the hardest question to throw at a CEO - when did you decide you wanted to be CEO and how did you get there?  And Cowl gives a simple but honest answer.I ask an even harder question: is this your last job?It's a great show - and I had no idea it would turn out this way.  But that's the magic of doing this work this way.  Listen up.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Abound Credit Union President/CEO Ray Springsteen & Branch Manager Michelle Morrison talked about the 75th Anniversary of the organization as well as the annual meeting…

Continuing our NACUSO Reimagine coverage, Glen speaks with Silvur founder Rhian Horgan about the “social journey of retirement” and how credit unions can play to their strengths in transitioning their biggest borrowers into their biggest depositors. Also- more of John's conversation with cybersecurity expert Emma Zaballos about DeepSeek's rise and the broader operational concerns around AI.   Links related to this episode:   Silvur: https://www.silvur.com/   CyCognito: www.cycognito.com/     NACUSO: https://www.nacuso.org/   Our first batch of NACUSO coverage featuring interviews with Next Big Idea winner GoodBuy and CUSO law leader Brian Lauer: https://www.big-fintech.com/big-ideas-cut-through-the-chaos/      Part 1 of John's interview with CyCognito's Emma Zaballos: https://www.big-fintech.com/deepseek-bytedance-and-the-ai-arms-race/   Honey, I Shrunk the NCUA Board (not a laughing matter): https://www.big-fintech.com/honey-i-shrunk-the-ncua-board/   Former NCUA Board Chair Todd Harper's recent LinkedIn post on his firing: https://www.linkedin.com/posts/toddmharper_creditunions-activity-7320942790429786114-Igzi   The CU Daily's story on Americans still misunderstanding credit card debt: www.thecudaily.com/3399-2/    Join us on Bluesky!  @bigfintech.bsky.social;  @154advisors.bsky.social (Glen); @jbfintech.bsky.social (John) And connect on LinkedIn for insights like the Friday Fintech Five: https://www.linkedin.com/company/best-innovation-group/  https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/Presidential Power and Independent Agency Autonomy: The 2025 NCUA Board Removal CaseI. Legal and Constitutional FrameworkA Constitutional Showdown BeginsFrom "At Pleasure" to Independence: The 1978 RestructuringThe Humphrey's Executor Precedent: Protecting Independent AgenciesUnitary Executive vs. Congressional DesignThe Narrowing Path of Agency IndependenceSwan v. Clinton: The Precedent That Wasn't Quite50 Years of Respect for Fixed TermsII. The NCUA's Specific Structure and FunctionsThe Removed Regulators: Harper and OtsukaThe NCUA: A Core Financial RegulatorExecutive Function or Independent Regulation?The NCUSIF: Owned by Credit Unions, Not GovernmentThe Central Liquidity Facility: A Link to TreasuryOperating Without a QuorumFinancial Stability at StakeIII. Litigation Strategy and Broader ImplicationsSix Legal Theories for VictoryDavid vs. Goliath: The Legal TeamThe Long Road to the Supreme CourtBeyond NCUA: Implications for the Administrative State

These days, most people automatically think of technology when they think of innovation, but innovation doesn't require fancy digital bells and whistles. In fact, sometimes the most impactful innovations aren't about dramatic invention, but rather incremental iteration. Philanthropy is a field that's rife with opportunities for iteration, and Gloria Dixon, BECU's Director of Philanthropy and the Executive Director of the BECU Foundation, isn't afraid to challenge the status quo. As one of the top five largest credit unions in the United States, Washington-based BECU is known for its massive breadth, but what's remarkable about the credit union's community development work is that its impact runs both wide and deep. In this month's episode, we talk to Gloria about how she's steering the credit union's philanthropic efforts and iterating as she goes. We also address our BIG question: How can credit unions be more involved in meaningful systems change, particularly when it comes to economic inequality?  

Send us a textWelcome to CU 2.0 Podcast Greatest Hits #26 and on the podcast is Kirk Kordeleski, onetime CEO at Bethpage Federal Credit Union, and one of the industry's most perceptive thinkers. In this show - from November 2022 -- Kordeleski muses on what he calls the five generations of credit union CEOS and he also offers tips on surviving a recession, advice that very well may be timely.

In this episode of The Fintech Combine, host Kris Kovac chats with Kian Sarreshteh, CEO of InvestiFi, about how their platform helps credit unions compete with fintech giants like Robinhood. Kian discusses “Investing from Checking,” seamless integrations, and their modular approach to offering stocks, ETFs, crypto, and robo-advisory, all designed to attract younger members and keep deposits in-house.Follow the Pod:https://twitter.com/fintechcombineFollow Kris Kovacs:https://twitter.com/ManagementByteshttps://www.linkedin.com/in/kriskovacs/https://www.instagram.com/kriskovacs/The Fintech Combine is Produced and Edited by Anson Beckler-JonesFollow Anson Beckler-JonesInstagram - @ansonandcoYoutube - @ansonandco

On this week's episode of Do Good to Lead Well, I speak with Jay-Ann Gilfoy, CEO of Meridian Credit Union, to discuss the critical qualities of effective leadership in today's ever-changing world. Listen in as Jay-Ann shares her insights on the importance of agility, transparency, and curiosity. She emphasizes the role of empathy as a foundation for understanding diverse perspectives and making informed decisions. Jay-Ann also explores how fostering an abundance mindset within organizations can create opportunities and drive growth, offering valuable strategies for building positive cultures.Our conversation continues with an exploration of fostering trust within organizations. The discussion highlights the significance of transparency, active listening, and creating spaces for honest feedback, especially during challenging times. Discover how these practices led Meridian Credit Union to be recognized by Forbes as one of Canada's Best Employers.We also explore the role of self-care in leadership and how to maintain resilience in the face of life's challenges. Discover the importance of focusing on controllable aspects, maintaining a healthy lifestyle, and employing strategies like the "24-hour rule" to manage emotional reactions. Jay-Ann shares her insights on the integration of AI in leadership, encouraging curiosity and proactive engagement with new technologies to enhance productivity and decision-making.Tune in for another inspiring and insightful episode from anaward-winning CEO.What You'll Learn- How to build trust within organizations.- Strategies for fostering resilience.- The power of abundance thinking.- Approaches to creating an inclusive organizational culture.- The importance of leadership qualities like empathy and agility.- The role of transparency in effective leadership.- Strategies for integrating AI and technology in the workplace to maximize innovation and growth.Podcast Timestamps(00:00) – The Key Qualities of Effective Leaders(10:28) - Fostering Trust in Organizations(23:14) – The Power of Self-Care(27:30) - Creating a Culture of Belonging(33:00) - Building Resilient Organizations(47:56) - Embracing A.I. in LeadershipKEYWORDSPositive Leadership, Agility, Abundance Thinking, The Power of Transparency, Empathy, Fostering Trust, Creating Belonging, Organizational Culture, Credit Unions, Positive Culture, Active Listening, Self-Care, Resilience, A.I. Leadership, Employee Resource Groups, OrganizationalLearning, Adapting to Technology, Future of Work, CEO Success

Send us a textNavigant Credit Union's VP of Cash Management Brian Pereira joins Bill Bartholomew for April's episode of Financial Well Being. Support the show

In this special episode, Darling Consulting Group President & CEO Matt Pieniazek joins for a C-suite-focused “fireside chat” to share his insights and perspectives on managing earnings and balance sheet risks in this highly volatile and uncertain environment. Matt reflects on key realities, challenges, and opportunities, and also addresses some very relevant current strategies for managing an institution's risks in general – and lending and deposit customers in particular.  For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

Send us a textCredit unions, most of them, want more small business loans on their books but few credit unions know how to speedily and profitably process small business loan applications and consequently most are lagging when it comes to booking business.Meet Alex McLeod, a serial startup entrepreneur who now is tackling thee small business loan market with AI powered software that her company, Parlay Financial, is now selling to credit unions.  Her key message: succeeding in the small business marketplace requires the ability to offer fast verdicts on a loan app - same day preferably.  And because many of these loans are small, machines have to carry a lot of the load.The rest of her message is that the technology to enable all this is at hand.  ANd that's the game changer that just may help many credit unions to finally succeed at small business lending.Heads up: the show begins with around five minutes where we learn Alex;s journey to now and Parlay Financial.  Most of these shows have similar chat at the beginning but usually that winds up  on the cutting room floor. Not this time.  You'll  know why when you hear this story.Listen up. Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.com  And like this podcast on whatever service you use to stream it. That matters.  Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Send us a textDo you ever wonder what your bank is doing with your cash? They keep some of it in reserves, of course, in case you need to withdraw it. But they also make a lot of decisions- about who to lend it to, which companies and politicians to back, and where they will invest your cash to make their own profits.That's a lot of decisions! And it's possible that your bank isn't making decisions that line up with your values when it comes to the environment.Today's episode is a continuation of this month's climate series. Find out how to quickly find out if your bank is climate friendly and how to find a better option that is more aligned with your values.Are there any other topics you want to hear during this climate month series? Reach out anytime using the contact info below.Let's talk again soon!Links from today's episode:Mighty Deposits (find out what your bank is doing with your money and switch to a better bank)https://mightydeposits.com/ ICYMI another episode you might enjoy:Episode#117 1% for the PlanetLove the book recos on this show? Check out the Progressive Pockets Bookshelf:https://bookshop.org/shop/progressivepockets As an affiliate of Bookshop.org, Progressive Pockets will earn a commission if you make a purchase.Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements.Easy Ways to Support the Show1. Send this episode to someone you know! Word of mouth is how podcasts grow!2. Buy me a coffee (or a soundproof panel!) https://buymeacoffee.com/progressivepockets 3. Leave a 5 star rating and review for the show!//NO AI TRAINING: Any use of this podcast episode transcript or associated show notes or blog posts to “train” generative artificial intelligence (AI) technologies to generate text is expressly prohibited. This includes, without limitation, technologies that are capable of generating works in the same style or genre as this content. The author reserves all rights to license uses of this work for generative AI training and development of machine learning language models//Support the show

What is a Credit Union? by Ben Anton

Live from NACUSO's Reimagine conference Glen speaks with the co-founders of Next Big Idea competition winner Goodbuy, Cara Oppenheimer and Cary Fortin. CUSO lawyer Brian Lauer shares his insights on the rapidly evolving regulatory landscape, and then as if on cue the tectonic plates shift….   Links related to this episode:   Goodbuy: https://www.trygoodbuy.com/   Messick, Lauer & Smith: https://www.cusolaw.com/   NACUSO: https://www.nacuso.org/   Our recent interview with Next Big Idea runner up Scamnetic: https://www.big-fintech.com/scams-grievances-and-the-enduring-value-of-trust/    The CU Daily's ongoing coverage of the NCUA board upheaval: https://thecudaily.com/white-house-reportedly-fires-two-democrats-on-ncua-board/   Glen's reflections on the NCUA commotion: https://www.big-fintech.com/honey-i-shrunk-the-ncua-board/   The NCUA's memo claiming it can function with a single board member: https://ncua.gov/newsroom/press-release/2025/ncua-releases-staff-message-current-ncua-board   Former NCUA Board Chair Dennis Dollar's perspective from a similar 2001 situation:  https://www.cutoday.info/site/Fresh-Today/Single-Member-NCUA-Board-Not-Unprecedented-Chairman-Has-Authority-To-Act-As-The-Board-Says-Former-NCUA-Chairman  Join us on Bluesky!  @bigfintech.bsky.social;  @154advisors.bsky.social (Glen); @jbfintech.bsky.social (John) And connect on LinkedIn for insights like the Friday Fintech Five: https://www.linkedin.com/company/best-innovation-group/  https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

In this episode of The Jumping Point Podcast, host Phillip welcomes James Schenck, President of Pentagon Federal Credit Union. They explore James's journey from military service to financial leadership, discussing how authentic leadership drives organizational success. James shares insights on aligning organizational mission with employee values, managing energy rather than just time, and creating a culture where people feel valued. Through personal anecdotes and leadership philosophies, James reveals how PenFed's emphasis on human connection alongside technological advancement has created both business success and member loyalty.What we learned from James to help transform our leadership:True leadership means aligning organizational mission with what drives your teamCreate what James calls "combustion" - that magical energy when purpose and people connectBe patient enough to wait for the second marshmallow (you'll understand when you listen!)Focus on accumulating small wins instead of drowning in endless to-do listsTechnology is powerful, but "it can never replace the human touch"

Laura interviews Tansley Stearns, a founding organizer of Backbone, a national coalition of credit unions working to ensure everyone has access to people-first financial options.Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.Money Girl is a part of Quick and Dirty Tips.Links:https://www.quickanddirtytips.com/https://www.quickanddirtytips.com/money-girl-newsletterhttps://www.facebook.com/MoneyGirlQDThttps://twitter.com/LauraAdamshttps://lauradadams.com/

In this episode, Gino Barbaro breaks down the shifting landscape of multifamily and commercial real estate financing in today's uncertain market. With rising interest rates, cautious lenders, and limited partner hesitancy, the 2025 market is looking a lot like 2011. But don't worry — Gino's here to help you navigate the murky waters and find the capital you need to close your next deal.From community banks vs. credit unions, to creative seller financing, to understanding balloon payments and loan terms, Gino shares not just tactical advice — but real deals he's doing right now.Want a copy of Wheelbarrow Profits or seller financing resources?Email Gino: gino@jakeandgino.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

Welcome to Loan Officer Freedom, the #1 podcast in the country for loan officers, hosted by Carl White. In this episode, your host, Carl White shares valuable insights on how loan officers can tap into the often-overlooked resource of credit unions for referrals. Inspired by a question from Glenn, a successful loan officer from Long Beach, California, Carl discusses the importance of building partnerships with credit union leaders and offers a strategic approach to help them protect their member relationships. Discover how to position yourself as a trusted mortgage partner, the benefits of reaching out to credit unions, and actionable steps to create a steady stream of referrals that can feed your pipeline for years. Don't miss this opportunity to learn how to do things differently and achieve more in your loan officer career! Schedule a one-on-one free coaching call, click here or visit LoanOfficerStrategyCall.com.