Podcasts about credit unions

Join hosts Heather Osmond of Osmond Designs, Jeff Caplan and their guests, Joe Evans and Mike Medina, as they discuss how Mountain America is here to help your holiday season just a little easier!  Joe Evans is a Real Estate Portfolio Manager with Mountain America Credit Union.  Mike Medina is a Senior Retail Investment agent with Newmark Mountain West.    For more information about Heather Osmond and Osmond Designs, visit their website or Facebook page.

Send us a textBill Bartholomew welcomes Tim Draper, Senior Vice President, Navigant Credit Union Charitable Foundation to discuss their Season of Giving initiative.Support the show

“We have to get into the game of convenience so we can continue to prove that credit unions are the best financial institutions for consumers to partner with.” - Jed MeyerThank 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 guests on today's show are Jed Meyer, CEO at St. Cloud Financial Credit Union, and Jon Ungerland, CIO of Information/Innovation at DaLand CUSO. They join me to talk about the evolving digital asset ecosystem and the important role that credit unions can play, with Jon explaining how DaLand has been helping St. Cloud Financial stay relevant by using data and digital tools. A key focus has been DaLand's "Coin2Core" solution, allowing credit unions to connect to emerging decentralized finance (DeFi) networks and cryptocurrencies!In our conversation, Jed shares how he recognized the impact of the digital asset space on his members' financial lives about five years ago. Initially skeptical, he eventually realized the importance of getting ahead of this trend to keep his members' wealth circulating in the local economy. Partnering with DaLand has allowed St. Cloud Financial to plug into DeFi networks and offer innovative services like their own white-label stablecoin, and both guests call attention to the need for credit unions to engage with the digital asset ecosystem rather than avoid it, with Jed stressing the importance of education both for credit union leaders and their members. He also highlights the role which credit unions can play as trusted, community-based financial institutions in this new landscape.As we wrap up the episode, Jon notes how leaders across sectors are already deeply invested in the future of tokenized, blockchain-based money, and he cautions that credit unions must act quickly to avoid being left behind. Our conversation also emphasizes the potential of digital assets as well as the need for credit unions to shape this change to best serve their members and communities. Enjoy my conversation with Jed and Jon!Find the full show notes on cuinsight.com.Connect with Jed:Jed Meyer, C.E.O. at St. Cloud Financial Credit Unionscfcu.orgJed: LinkedIn St. Cloud Financial Credit Union: LinkedIn | Facebook | Instagram | Twitter | YouTube | TikTokConnect with Jon:Jon Ungerland, C.I.O. of Information/Innovation at DaLand CUSOdalandcuso.comJon: LinkedInDaLand CUSO: LinkedIn | Twitter | 

On Friday's edition of SaskAgToday with Ryan Young: SaskWheat gets the word out on an upcoming event in Unity and Outlook, and much more.

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On Thursday's edition of SaskAgToday with Ryan Young: APAS wrote to the Provincial Ag Minister about its views and concerns over foreign ownership of farmland, and more.

In this episode, Peter Maddison and Dave Sharrock welcome Rick Delisi, Lead Research Analyst at Glia and co-author of "The Effortless Experience" and "Digital Customer Service," to discuss how AI is transforming customer service in banking and credit unions.Rick reveals why the future of contact centers isn't about eliminating human interaction; it's about automating the routine so humans can focus on building real relationships. Learn how banks are breaking the age-old trade-off between efficiency and customer experience, and why starting with internal-facing AI tools is the safest path to transformation.Discover the surprising truth about which customer satisfaction metric actually predicts loyalty (hint: it's not what most companies are measuring), and why customer expectations for AI are shaped more by bad experiences with other companies than by anything your organization does.THREE KEY TAKEAWAYS:1. AI for Everyone, Not Just Customers: AI can transform your entire organization, from helping frontline agents with real-time guidance, to giving managers instant analysis capabilities, to enabling executives to make data-driven strategic decisions. The most successful implementations use AI across all levels: customers, agents, managers, and executives.2. Start Internal, Then Scale Outward: Begin with internal tools that help agents, managers, and executives first. This builds confidence, allows teams to experience the technology firsthand, and creates incremental improvements that build organizational trust. By the time you roll out customer-facing AI, your entire team understands and trusts the system.3. The best predictor of customer loyalty isn't satisfaction scores or Net Promoter Score, it's the Customer Effort Score. Ask customers, "How much effort was required for you to get what you needed?" after each interaction. Low-effort experiences drive loyalty, and this metric gives you actionable insights into where to improve your service processes.CONTACT US:Email: feedback@definitelymaybeagile.comDefinitely Maybe Agile explores the complexities of adopting new ways of working at scale, covering digital transformation, agile practices, and DevOps in enterprise environments.#AI #CustomerService #Banking #DigitalTransformation #ContactCenter #CreditUnions #CustomerExperience #Glia #FinancialServices #AgileTransformation

Send us a textBig data vs. AI.Is this a war inside the walls of credit unions or can the two flourish in harmony?On the show are Anne Legg, founder and CEO of Thrive 3.0, where the mantra is leveraging data to better members' lives, and Saroop Bharwani, co-founder and CEO of Senso, where he has been bringing AI to credit unions for several years.What you'll hear in this episode is that indeed big data and AI can - should - co-exist for optimal results in credit unions.Along the way you will hear about successful AI implementations at a number of credit unions, from One Nevada to Suffolk Credit Union.  You'll also hear how credit unions as small as $100 million in assets are successfully implementing AI and also big data strategies.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

On Wednesday's edition of SaskAgToday with Ryan Young: A recap of Grain Millers Harvest Showdown in Yorkton and a preview of the upcoming Canadian Western Agribition in Regina.

Send us a textIn this episode of the Blue Grit Podcast, we sit down with Jim Bedinger, Division President, and Jorge Mendoza, Vice President of the National Police Federal Credit Union, to talk about how their organization is helping law enforcement officers nationwide keep more of their hard-earned money.As a proud TMPA partner, the National Police Federal Credit Union offers exclusive financial benefits designed specifically for those who serve — including mortgage rates 1% below market value and the incredible High-Speed Auto Loan starting at just 2.99%.Jim and Jorge break down how joining the Credit Union not only saves officers money but also connects them with a community that understands the unique challenges of the profession. From financial security to personalized support, this episode highlights another way TMPA continues to serve those who serve Texas.

How should a credit union apply insights from the 2025 CUES Executive Compensation Survey? In this episode of C.U. On The Show, host Doug English, CFP®, speaks with Sharon Messmore of CUES about how credit unions can interpret survey data, identify trends, and use the findings to support fair, transparent, and strategically aligned compensationstructures.Watch the video on YouTube: https://youtu.be/Ul3FPnVNxogVisit the ⁠ACT Advisors blog⁠ for a written summary of this episode.Email doug@act-advisors.com with any inquiries.

As heard on the WSJM Morning Show, learn about the latest economic development happenings in our community from Cornerstone Alliance. They are a leading economic development organization dedicated to fostering growth and prosperity in Michigan’s Great Southwest. For more information on Cornerstone Alliance, please visit https://www.GoMichigan.com. See omnystudio.com/listener for privacy information.

On Monday's edition of SaskAgToday with Ryan Young: Debate over foreign ownership of farmland in Saskatchewan, reaction to the culling of Ostriches in B.C., and more.

In Worcester, there's a branch of a local credit union that has a lot of young energy behind the scenes! All One Credit Union recently opened up a branch at Worcester Technical High School, and patrons who come to do their banking will find students behind the counter processing their transactions. Nichole talks with Lauren Hayes, the head of the Finance, Marketing, and Business Management department at WTHS, Dr. Patricia Suomala, the Director of Career and Technical Education at WTHS, Brittany Haley, All One Credit Union's Assistant VP of Financial Education, and a student in the program to learn all about it.See omnystudio.com/listener for privacy information.

“Alignment doesn't happen by accident—it's built through clarity.” – Jill NowackiWelcome to episode 222 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 The Sheeter Group - a leading executive benefits firm that meets your retention and succession needs. This includes non-qualified benefit plans, short and long-term incentive plans, compensation studies, scorecard design, performance evaluation, and more. Learn more at sheetergroup.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 talking all about the importance of alignment, the connection between what an organization claims that it values and what it actually does. We discuss how alignment shows up most clearly in leadership and how, when leaders' words and actions are misaligned, it can create confusion, distrust, and a lack of energy on a team.Jill notes that true alignment is when "what we say and what we do match up” and gives examples of how misalignment can manifest in an organization. We examine what can cause leaders and organizations to fall out of alignment in the first place, identifying as a key factor. When leaders get excited about new opportunities, they can move too quickly without bringing the team along. Leaders under distress might also make hasty decisions aimed at pleasing rather than staying true to their values.We also discuss how restoring alignment requires self-reflection—to understand how the misalignment occurred to begin with. Jill highlights the importance of being transparent and admitting mistakes—and recommitting to the organization's core purpose and values. We also stress the importance of defining and reinforcing the "why" behind your organization's goals. We advise leaders to trust their gut when something feels off and to dig deeper to uncover the root cause.Ultimately, our discussion emphasizes the fact that alignment is not something that happens by accident—but is something that requires ongoing effort, self-awareness, and a persistent focus on ensuring that words and actions are in sync at both the individual and organizational level. Enjoy our conversation on alignment!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List

This episode, Patty Corkery sits down with Karen Browne, CEO of TBA Credit Union, to talk about leadership, the success of TBA's student-run credit unions and why staying grounded in purpose is key to long-term success. 

On Friday's edition of SaskAgToday with Ryan Young: An outlook on cow-calf prices with Brenna Grant of Canfax, and much more.

Joins us on the road at Workers Credit Union (WCU) in Littleton this week, as we sit down with Bob Lockett, WCU Chief Revenue Officer, and Mackenson Masse, WCU Director Retail Branches and Market Growth, Branch Administration. Bob provides tips for businesses on how to deal with economic uncertainty and build up resilience while Mackenson talks about what members should be doing on a personal level to shore up their finances. The two of them also talk about the financial education their team provides, the importance of building a relationship with your financial institution, navigating budgets as well as credit and debt, and they dive into what sets credit unions apart from other financial institutions. #podcast #podcaster #podcastshow #podcastlove #businesspodcast #newpodcast #podcastnetwork #podcastcommunity #applepodcasts #spotifypodcast #podernfamily #podbean #newepisode #insidenorthcentralma #insidenorthcentralmassachusettspodcast #mylocalma #visitma #massachusettspodcast #northcentralmassachusetts #choosenorthcentral #workerscu #financialwellness #workerscreditunion

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On Thursday's edition of SaskAgToday with Ryan Young: the latest from the SARM Mid-Term Convention in Regina, more federal budget reaction, and more.

On Wednesday's edition of SaskAgToday with Ryan Young: Canadian Federation of Agriculture and Grain Growers of Canada react to the federal budget, and more.

www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/In this solo episode, Mark Treichel breaks down a hot topic out of Washington: a Senate proposal to raise FDIC deposit insurance coverage from $250,000 to $10 million. Backed by Treasury Secretary Scott Bessent and Senator Elizabeth Warren, the idea is gaining traction — but what would it mean for credit unions?Mark explores:Why big banks are fighting the proposal — and why they might have a pointHow a $10 million FDIC cap could drain the National Credit Union Share Insurance Fund (NCUSIF)The political ripple effects for NCUA premiums and restoration plansWhy credit unions risk losing business accounts if insurance coverage doesn't keep pace with banksAlternatives, like inflation-based adjustments, that could make more sense than a massive jumpIn the end, Mark explains why raising the cap might look like protection, but could really be lipstick on a pig for credit unions and their members.

On Tuesday's edition of SaskAgToday with Ryan Young: Pre-budget talk with the Canadian Federation of Agriculture, and much more.

On Monday's edition of SaskAgToday with Ryan Young: Farm groups await the federal budget that drops on Tuesday, and much more.

Let's face it, we're not getting any younger ... So how should we be saving and what makes a good plan? CDs, 401K vs. Roth, and college funds for our kids? We asked Sarah Sealey, a Navy Federal Credit Union, Manager and Certified Financial Planner, who shared what veterans should consider for a healthy financial future. 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

On Friday's edition of SaskAgToday with Ryan Young: Swift reaction to India's 30 per cent duty on all yellow pea imports, and more.

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In this episode of the Wharton FinTech Podcast, Bobby Ma sits down with Brian Kaas, President and Managing Director of TruStage Ventures, the corporate venture capital arm of TruStage. Brian shares his experience founding TruStage Ventures and the work he and his team have done in the past decade bridging the gap between FinTech founders, credit unions, and the broader financial services industry culminating in $400 million in investments since 2016. We discuss: - The 140+ million member-strong credit union movement and services they provide to the community - The partnership and value add TruStage Ventures brings in working with its FinTech investments - Investment criteria and role the group plays in the broader TruStage organization - Outlook on how stablecoins and other emerging technologies are poised to disrupt the financial services industry - The success they have had investing in early-stage FinTechs through their Discovery Fund

This Archive Thursday episode of With Flying Colors revisits a timely and important topic: corporate governance. Mark is joined by former NCUA colleagues Todd Miller and Steve Farrar  to explore why governance issues are at the heart of many troubled credit unions.They cover:How poor governance can sink an institution — and how strong governance can turn it around.The importance of tone at the top, ethics, and board oversight.Why diversity of skills, demographics, and perspectives matters for boards.The regulatory framework: NCUA's limited guidance versus FDIC's more robust tools.Resources for directors, including FDIC pocket guides, training, and self-assessments.Real-world stories from examinations, conservatorships, and boardrooms.Whether you're a director, executive, or examiner, this episode highlights why governance is more than compliance — it's culture, accountability, and the foundation of credit union safety and soundness.

On Thursday's edition of SaskAgToday with Ryan Young: The Saskatchewan Ministry of Agriculture released its final crop report of 2025, and much more.

Send us a textAbout 45 credit unions are customers of JUDI.AI and they are drawn by the company's simple promise: Eliminate friction in business lending.There is money to be made serving small businesses and JUDI.AI has the formula, says Gord Baizley, the company's CEO.A key is automating a lot of the process and that's JUDI.AI's business.  Here's why the company exists: “Small businesses are the backbone of our economy, but 40-50% of small businesses rank access to capital as their top challenge. At JUDI, we're transforming small business dreams into vibrant communities by increasing access to capital.”That's a big promise but, says Baizley, the company has had very little churn among credit unions who sign up.  That's because they believe they are getting value and also that in fact they are finding ways to serve their communities' small businesses.Just about every credit union, certainly all bigger than $500 million in assets, dreams about making small business lending a bigger slice of their portfolio.Baizley insists that dream can be reality.  On the show he tells how.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 C.U. On The Show episode, host Doug English sits down with payments futurist Becky Reed of BankSocial and Cooper Thompson, VP of Innovation for Embedded Finance & Digital Assets at Fiserv. They explain what stablecoins are, how wallet-based payments work, and how blockchain transparency could enhance fraud-prevention efforts in financial services.Watch the video on YouTube: https://youtu.be/kGrh59qkRfcVisit the ACT Advisors blog for a written summary of this episode.Email doug@act-advisors.com with any questions or an idea for a new episode or guest.

Amber Nguyen, Vice President of Process Innovation & Transformation Leader for Mission Fed Credit Union, discusses the use of Agile methodology to significantly improve its operational performance. Amber chats about the variety of careers at Mission Fed, as well as the credit union's long history of community outreach.About Spotlight and Cloudcast Media  "Spotlight On The Community" is the longest running community podcast in the country, continuously hosted by Drew Schlosberg for 19 years.  "Spotlight" is part of Cloudcast Media's line-up of powerful local podcasts, telling the stories, highlighting the people, and celebrating the gravitational power of local.   For more information on Cloudcast and its shows and cities served, please visit www.cloudcastmedia.us. Cloudcast Media | the national leader in local podcasting.   About Mission Fed Credit Union  A community champion for over 60 years, Mission Fed Credit Union with over $6 billion in member assets, is the Sponsor of Spotlight On The Community, helping to curate connectivity, collaboration, and catalytic conversations.  For more information on the many services for San Diego residents, be sure to visit them at https://www.missionfed.com/

Brook Sweeting NMLS # 1114786 and Nathan Fogelsong NMLS #1781630 talk about the benefits of a credit union and the convenience of multiple locations in northern Nevada. Cheri Hill from Sage International talks about opportunities for entrepreneurs. Today's economic and job challenges might actually create opportunities to make it big, on your own! Brook Sweeting: 775-329-6673 Ext. 5356 or bsweeting@unitedfcu.com Nathan Fogelsong: 775-842-6590 or nfogelsong@unitedfcu.com Cheri Hill: 775-786-5515 or Cheri@sageintl.com

On Wednesday's edition of SaskAgToday with Ryan Young: The Bank of Canada reduced its interest rate to 2.25 per cent, Stats Canada preparing for the next Census of Agriculture, and more.

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Danielle Scodellaro with TruStage Executive Benefits Solutions uncovers the crucial role executive benefits play in credit union leadership. Also, in a conversation that he will definitely not use against them in the future, Michael asks Natasha and Producer Zach "what are you afraid of?"

Send us a textBill Bartholomew welcomes Navigant Credit Union's Damian CostantinoVice President, Cybersecurity, for a discussion on digital hygiene best practices and how Navigant is a leader in the cybersecurity space.  Support the show

In this episode of the Hit Record Podcast, CEO Meredith Olmstead is joined by Digital Marketing Director Rebecca Gwaltney to break down the top five branding mistakes that banks and credit unions should avoid. From inconsistent logos to outdated visuals and confusing calls-to-action, they share practical tips and simple fixes that can help financial institutions present a more cohesive, modern, and trustworthy brand. Whether you're building a new website or refreshing your ads, this conversation is packed with branding insights you can apply right away.Key Takeaways:Inconsistent Branding:  Varying colors, fonts, and logos across platforms confuse your audience and erode trust. Establish and enforce a brand guide across departments.Overcomplicated Logos: Logos must be flexible across all digital placements. Create simplified versions for small screens and social icons.Generic Stock Photos:  Relying on generic imagery weakens emotional connection. Use real team members or layered graphics to add personality.

The Moneywise Radio Show and Podcast Wednesday, October 22nd 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_Management LinkedIn: Moneywise_Wealth_Management Guest: Steve Matejka, Executive Vice President/Chief Operating Officer at Valley Sytong Credit Union website: www.valleystrong.com/ Relief Assistance: www.valleystrong.com/relief-assistance  

What can we learn from a Luminaries-recognized leader? In this episode, we sit down with Ann Ditlow, finance and analytics manager at 4Front Credit Union and nominee for the Credit Union Times Luminaries Award. Ann's journey from molecular lab technician to Credit Union leader is a masterclass in curiosity, systems thinking, and service-centered leadership. She shares how ServiStar's Vertex training equipped her to manage change, build cooperation, and turn chaos into consistency. Whether you are navigating team transitions, leading through uncertainty, or looking to strengthen your systems and results, Ann's lessons offer practical steps you can apply this week to create a culture of clarity, purpose, and resilience. In this episode we talk about and answer these questions: • What it feels like to be recognized as a Luminaries nominee and what habits led there • How ServiStar's Vertex training shaped Ann's leadership approach • How to spot organizational “drift” and bring teams back into alignment • What practical systems and tools reduce disorder instead of adding noise • How to use cooperation and purpose to sustain energy through change • A simple “entropy buster” every leader can implement in one hour Click Here to Submit Your Questions  Links from show: Enroll in ServiStar's Emerging Leaders program – practical coaching and delegation tools for new managers Learn more about ServiStar's Vertex leadership training Subscribe to ServiStar Leadership Podcast on your favorite streaming service

Glen speaks with the Financial Health Network's Andrew Warren about takeaways from the newly minted Financial Health Pulse Trends report, including the persistent challenges in maintaining gains in financial stability. Also- the latest real-time payments data begs new questions, and Glen eats crow on Nvidia.       Links related to this episode:   The Financial Health Network's 2025 US Pulse Trends report: https://finhealthnetwork.org/research/financial-health-pulse-2025-u-s-trends-report/    The Financial Health Network's EMERGE 2026 conference, May 19-21 in Atlanta: https://finhealthnetwork.org/event/emerge-financial-health-2026/    FedNow's Q3 transaction and volume data: https://www.frbservices.org/resources/financial-services/fednow/quarterly-volume-value-stats    RTP's Q3 transaction and volume data: https://www.theclearinghouse.org/payment-systems/rtp    VentureTech in Frisco, Texas November 3-5; A FEW SCHOLARSHIPS STILL AVAILABLE FOR CUs UNDER $250M: : https://myventuretech.com/    The Underground Collision at Money 20/20 (Saturday Oct 25, separate admission): https://www.eventbrite.com/e/2025-underground-collision-of-contrasts-with-money2020-tickets-1280066426139?aff=oddtdtcreator    USE PROMO CODE “50BIGFIN” FOR A 50% DISCOUNT     Join us for our next CU Town Hall- Wednesday November 19 at 3pm ET/Noon PT- for a live and lively interactive conversation tackling the major issues facing credit unions today. The Town Hall is free to attend, but advance registration is required:  https://www.cutownhall.com/   Follow us on LinkedIn:  https://www.linkedin.com/company/best-innovation-group/   https://www.linkedin.com/in/jbfintech/  https://www.linkedin.com/in/glensarvady/

Send us a text“Prepare: AI is the new CU crisis super villain.”  That's the title of a recent CUInsight story authored by Casey Boggs, founder of Reputation US, an d of course we had to get him on this podcast.Understand, I am a strong supporter of AI in general and AI in particular inside credit unions.  This is a life and death matter.Yet there is a possible downside to AI and we already know that the main AI tools have played substantial roles in teen suicides, in creating false “facts,” and in many other ways leading humans astray.While I may disagree with many of Boggs' conclusions, his core advice - proceed with AI cautiously and thoughtfully - is on the money.Only fools rush in.Read Boggs' CU Insight piece, listen to the podcast, read a recent CUInsight story by me where I explore CU use of AI with CU2.0 founder Kirk Drake, and keep on learning and experimenting and using AI. Listen upLike 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

Election day is Friday - but why are so many dead people getting a polling card...Why did so many apps go down this week - could it happen again..Credit union mortgages - how will they work & lots more Hosted on Acast. See acast.com/privacy for more information.

Roy McKnight shares news with PJ from Elevate Credit Union and its connection to community fundraising efforts. Hosted on Acast. See acast.com/privacy for more information.

What if your financial partner truly knew your name, understood your community, and fought for your long-term stability? In this episode of Grow Your Business & Grow Your Wealth, guest host Barry Goldwater sits down with Kevin George, CPA and President & CEO of New England Teamsters Federal Credit Union. Formerly CFO at Naveo Credit Union, Kevin shares how his background in accounting and community service led him to champion the credit union model. From helping members avoid financial pitfalls to strengthening union families with dignified retirements, Kevin reveals how credit unions provide the kind of personal service and objective advice big banks simply can't match. ➡️ 5 Key Takeaways → Credit unions focus on people helping people rather than shareholders, giving members better rates and objective advice. → Kevin's career journey shows how professional pivots—from aspiring FBI agent to CPA to credit union leader—can create impact. → Teamsters Federal Credit Union combines union strength with modern technology to compete with large banks. → Community outreach, from toy drives to youth sports sponsorships, is central to building trust and relationships. → Small businesses benefit from direct access to decision-makers in credit unions, ensuring tailored financial solutions.

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Is your bank account one giant pot of money for bills, savings, and spending? Or do you have so many accounts that you can't keep up with them all? It's time to stop the financial chaos and create a system that works for you, not against you. In this episode we share exactly how we manage our cash, where it goes, and why. Then we give some ideas for other ways to manage the flow of your money so you can finally get organized and reduce the day to day stress of managing it. Get ready to move from financial confusion to complete confidence and build a system that runs on autopilot, freeing you to focus on living your life.   Our website: www.forbetterandworth.com Get Ericka's book, Naked and Unashamed: 10 Money Conversations Every Couple Must Have Check out our local TV spotlight Connect with us: Instagram: @forbetterandworth YouTube: @forbetterandworth Ericka: @erickayoungofficial Chris: @1cbyoung    

Cole Watson, CFO of Hoosier Hills Credit Union (IN), joins Vin, Zach, and DCG colleague Mike Mitchell for a terrific episode 10 of season 4. The guys dig into Cole's background as he transitioned into the banking world post-GFC, the importance of having a “curious mind,”  initiating strategic actions at ALCO, and how FIs should embrace culture shifts as deposit gathering becomes more and more important.For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

“If you have a fear of failure, you won't launch.” - Brad BergmooserWelcome to episode 220 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 The Sheeter Group - a leading executive benefits firm that meets your retention and succession needs. This includes non-qualified benefit plans, short and long-term incentive plans, compensation studies, scorecard design, performance evaluation, and more. Learn more at sheetergroup.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 welcome Brad Bergmooser, CEO of Financial Plus Credit Union in Michigan. He joins us to discuss one of the most important aspects of being an effective leader—adaptability. Adaptability is shown to be crucial not just for leaders, but for entire organizations, and we explore how credit unions need to be "fast followers" to keep up with demands for instant, personalized service. Clinging to the "way we've always done it" is a recipe for getting left behind!Listen as Brad shares how he has embraced change and disruption to create an exciting, fast-paced environment that attracts top talent to the credit union industry. We dig into the difference between reacting to change vs. proactively adapting to it, and Brad provides examples of how he has developed adaptable leaders on his team by giving them assignments outside of their comfort zones, ultimately building their "muscle memory" for taking on uncertainty.We also discuss the challenges of leading teams through rapid change and how some leaders struggle with the loss of control that can sometimes come with the territory of being adaptable, and Brad highlights the importance of surrounding yourself with experts who can fill the gaps in your own knowledge, rather than trying to be the all-knowing CEO.We ultimately offer some insights for aspiring leaders into how to foster adaptability in themselves and in their teams, with key traits including embracing failure as a learning opportunity, maintaining confidence while also being vulnerable, and constantly putting yourself in uncomfortable situations to build that crucial adaptability muscle! Enjoy our conversation with Brad Bergmooser! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyConnect with Brad:Brad Bergmooser, CEO of Financial Plus Credit Union - Michiganmyfpcu.com Brad: LinkedInFinancial Plus Credit Union: LinkedIn | Instagram | Facebook | YouTube