Podcasts about credit unions

Want to stay ahead in the Credit Union industry? Curious about how Frank Diekmannn has shaped Credit Union Media? Join Mark Ritter on Credit Union Conversations and Frank Diekmannn, the visionary behind CU Daily, to unpack the evolution of Credit Union Media. From Trade Publications to navigating Press Releases, this episode uncovers the grit behind Credit Union Success. Expect a candid discussion on Conferences, Press Releases, and the power of the Opinion Section in driving the Credit Union industry forward.IN THIS EPISODE:.(00:00) Intro: Meet Frank Diekmannn(02:24) Frank's career journey from sports reporting to launching trade publications(03:27) Frank discusses the different credit union news media he has founded(05:30) From laborious phone sourcing to now journalism and press releases in the credit union's online media(09:21) Journalists need thick skin and curiosity to be successful(10:48) The evolution of the business model from print to digital, which is now ad-driven(14:54) Effective press releases must provide reader value for credit union success(18:07) Frank talks about his book, “501 Name Tags: How Everything You Need to Know About Business can be Learned at a Conference and Forgotten in the Trade Show.”(23:25) Discussion of what makes a valuable trade conference(27:45) Promotes CU Daily as the top news source with daily items, Opinion Section, and video for credit union successKEY TAKEAWAYS:Journalism in credit union media has evolved from labor-intensive reporting during the era of Credit Union Week to the digital CU Daily, requiring Frank Diekmannn to adapt to industry consolidation and modernize press releases for the success of credit unions.Effective press releases must answer "why should readers care?" to engage audiences, as Mark Ritter and Frank Diekmannn emphasize providing value over corporate puffery in conferences and trade publications.Frank Diekmannn highlights how credit union conferences have shifted from content for credit union success to vacation-like events.RESOURCE LINKS:Mark Ritter - WebsiteMark Ritter - LinkedInFrank Diekmann - LinkedIn501 Name Tags: How Everything You Need to Know About Business Can Be Learned at a Conference & Forgotten in the Trade Show eBook - AmazonCU Daily - WebsiteBIOGRAPHY:Frank is a longtime credit union journalist and has founded various publications throughout the years. In 2025, he formed The CU Daily, which amassed a strong following in its first year.KEYWORDS: Credit Unions, Frank Diekmann, CU Daily, Credit Union Media, Business Lending, Conferences, Journalism, News Junkie, Trade Publications, Press Releases, Marketing Director, Industry Consolidation, Sponsor Companies, Opinion Section, Credit Union Success

Key takeaways from last week's Finovate Fall conference, including interviews with the founders of Best of Show winners Casap and Vertice AI. Also- Glen's recap of the full Best of Show slate, and thoughts on what the 63 demo firehose tells us about today's state of fintech.    Links related to this episode:   Casap's case study with MidSouth Community FCU: https://www.casaphq.com/articles/how-midsouth-cut-fraud-loss-in-half-with-casap   Vertice AI: https://verticeanalytics.ai/ Finovate Fall's full demo roster: https://informaconnect.com/finovatefall/finovate-fintech-demo-days/    Join us for our next CU Town Hall- Wednesday September 17 at 3pm ET/Noon PT- for a live and lively interactive conversation tackling the major issues facing credit unions today. This session we'll be doing a deep dive on AI's impact on financial fraud. 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/

“People feel like they belong when they know their contribution matters.” – Jill Nowacki Welcome to episode 218 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 about belonging! Belonging is more than just inclusion; it's the culture that allows people to show up fully, share ideas without hesitation, and thrive as themselves, and in this conversation, we discuss why belonging is so important for teams and organizations and the barriers that can get in the wayWe look at how leaders can spot the signs that someone on their team isn't feeling a sense of belonging, and how subtle things can inadvertently make people feel excluded. We also highlight the value of listening to understand, not just to respond, and revisiting ideas that may have been overlooked in the moment. Admitting mistakes and making efforts to make things right can strengthen a sense of belonging!We suggest that belonging is essential for unlocking the full potential of teams and driving better business results! We hope that you enjoy our conversation on belonging!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List

In this episode of the Fintech Combine, host Kris Kovacs sits down with Karan Bhalla, founder of AIVantage, to explore how artificial intelligence is reshaping credit unions and community banks. From hyperpersonalization to fail-fast innovation, Karan shares lessons from his 25-year career in banking and fintech, and offers practical insights into how small and mid-size institutions can embrace AI to stay competitive in a rapidly evolving market.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

www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/Credit Unions vs. Banks: What Q2 Data RevealsIn this episode of With Flying Colors, Mark Treichel is joined by Steve Farrar, Todd Miller, and Dennis Bauer to break down the latest Q2 reports from NCUA and FDIC. Together, they unpack what the numbers really mean for credit unions, banks, and the communities they serve.What you'll learn in this episode:

John and Glen share perspectives on credit unions' potential stablecoin play, a new reason to explore digital wallets, and the need for speed in the innovation arena- revisiting the “rapid response” model of our recent live Town Hall event. Also- more IPO mayhem and how weather patterns could impact loan portfolios.      Links related to this episode: Replay of the CU Town Hall recorded live at America's Credit Unions' Strategic Growth Conference: https://www.big-fintech.com/cu-town-hall-episode-138-live-at-acus-strategic-growth-conference/   CNBC's initial reporting on Klarna's pending IPO: https://www.cnbc.com/2025/09/02/klarna-ipo-in-us-to-raise-up-to-1point27-billion-in.html   UPDATE: Klarna is slated to debut on the NYSE Wednesday 9/10:  https://www.msn.com/en-us/money/economy/klarna-prices-ipo-above-range-at-40-the-stock-starts-trading-wednesday/ar-AA1MdubF  Another update since our recording: Gemini has raised its IPO target: https://money.usnews.com/investing/news/articles/2025-09-09/gemini-lifts-ipo-price-range-targets-3-billion-valuation-amid-crypto-boom Learn more about BIG's Innovation Club and request a guest pass for our in-person meeting September 23-25 (link at bottom of page):  https://www.big-fintech.com/innovation-club/  Join us for our next CU Town Hall- Wednesday September 17 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/

This week on the Podcast this week Tom and Dick are talking about Galway's Credit Unions.You can find the articles referenced in this podcast on www.advertiser.ie/galway.If you have a message for Tom or Dick please email us at oldgalwaydiary@advertiser.ie

Calling all College Football fans, are you ready to kick off the season with some bold predictions? Want to know who's topping the Big 10 and SEC? Join us on this episode of MBFS Quick Hits, where Mark Ritter and Keith Koval from MBFS dive into the gridiron action. From Pittsburgh to Penn State, we're breaking down the teams to watch, like Alabama, Georgia, and Texas. Grab your game day gear and tune in for a chat that's all about the thrill of College Football!IN THIS EPISODE:(00:00) Intro: Meet Keith Koval(01:48) Keith shares his background as a Pittsburgh graduate and career path(04:10) Mark reflects on the joys of college football versus the NFL(06:02) Keith recalls childhood love for College Football, sparked by attending Pitt games(08:00) Predictions on the ACC and SEC for this year(10:54) Predictions on the Big 10(12:34) Notes Penn State's favorable schedule, key to winning the National Championship(15:07) Keith predicts Notre Dame in the National Championship, suggesting the winner of Ohio State vs. Texas is the other National Championship finalistKEY TAKEAWAYS:Penn State and Ohio State are predicted to lead the Big 10. Mark Ritter points out Penn State's loaded roster as a National Championship contender. At the same time, Keith Koval highlights their favorable schedule.In the SEC, Alabama, Georgia, Texas, LSU, and Mississippi are top picks, but Keith Koval notes their demanding schedules could impact National Championship chances.Clemson, Miami, Georgia Tech, Louisville, and SMU are Keith Koval's top ACC teams, with MBFS's Pittsburgh-based expert predicting a strong season driven by new coaches and key transfers.RESOURCE LINKS:Mark Ritter - WebsiteMark Ritter - LinkedInKeith Koval -| LinkedInKEYWORDS: College Football, Credit Unions, Business Lending, MBFS, Keith Koval, Mark Ritter, Pittsburgh, Penn State, Alabama, Georgia, Texas, LSU, Clemson, Miami, Georgia Tech, Louisville, SMU, Big 10, National Championship, Notre Dame, Football Season, Game Day, ACC, SEC

Julie Moore, Director of Corporate Partnerships for the Jacobs & Cushman San Diego Food Bank, is joined by Courtney Pendleton, Public Relations & Community Manager at Mission Fed Credit Union, to discuss the partnership between their organizations; San Diego Hunger  Awareness Month; and the annual Food 4 Kids Backpack Program.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/

The Old Galway Diary Podcast - Episode 221 - St. Anthony's & Claddagh Credit Union by Advertiser.ie

Send us a textNow for a feel good show.Lee Silber has put together a book, The Credit Union Way, that he says is inspired by the Chicken Soup for the Soul series and right away that tells you this is a feel good book.How did it come together? On the show Silber tells how he put together the stories - each of which relates a special credit union moment.In the episode Silber reads a chapter from the book  - entitled Frank's Fund - that was written by Anne Legg who happens to be a past CU 2.0 podcast guest. Read the book and next time somebody asks you how a credit union differs from a bank, just give the gist of one of the stories and it's QED.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

Chad brings more than 28 years of leadership experience to his role as President & CEO of Ent Credit Union. Since he became CEO in October 2017, Ent has doubled in assets, members, employees, and locations. Ent continues to receive community, state, and national level recognition as a “best of” credit union and employer. Chad joined Ent in September 1999, as the Manager of eCommerce and was responsible for implementation of web-based online banking and progressed over the years to the Chief Information Officer role. During his tenure at Ent, he has held several leadership roles in Technology, Marketing, and Operations, prior to becoming President & CEO. Prior to Ent, Chad held technology positions at ADC Telecommunications and Nationwide Insurance. On this episode of A Seat at the Table, Chad shares more about his professional journey, the challenges and opportunities present when incorporating new technology like online banking in the past and AI today, as well as what excites him going forward. He talks about Ent being active in the community, championing financial literacy, and what differentiates Ent from traditional banks and other credit unions. Hosted by Colorado Business Roundtable President Debbie Brown.  Rate, review and subscribe on your favorite podcatcher. For more of our events, podcasts, and news, please visit the Colorado Business Roundtable website.

Our Friday Forum look back on the news stories of the week. Joining Pat this morning was Robert Troy TD, Minister of State for Financial Services, Credit Unions and Insurance, Fianna Fáil, Longford-Westmeath, Eoin Ó Broin TD, Spokesperson on Housing, Local Government and Heritage, Sinn Féin, Dublin Mid-West and also Dr Jennifer Kavanagh, Law Lecturer, South East Technological University.

In this episode of C.U. on the Show, Doug English sits down with Sam Das, Managing Director at TruStage Ventures, and Chris Coleman, Co-Founder of Clutch, to explore how artificial intelligence is transforming the credit union industry. From speeding up lending and deposit processes to personalizing member interactions, they share real-world examples, efficiency gains, and the cultural shifts credit unions need to embrace to compete. 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.

Credit unions are in it together. ACUMA President Peter Benjamin, CMB® explores the power of collaboration to meet challenges and impact communities on The Mortgage MIx podcast, with hosts Ralph Remy, CMB® and Cheri McCarthy, CMB®, AMP. Be sure to subscribe to our podcast today so you don't miss any future episodes!

Each year, GLCU holds a school supply drive that benefits local schools. Steve Bugg, President & CEO of Great Lakes Credit Union, joins Jon Hansen to talk about how they collected over 10,000 supplies for local students. At the end of the supply drive, GLCU branch managers and teams coordinated drop-offs to local schools in need.

www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/Former NCUA Executive Director Mark Treichel talks with Ray Ragan, CIO of Securityplus Federal Credit Union, about taking AI beyond fraud detection and call center scripts. Ray shares how credit unions can use the NIST AI Risk Management Framework to build board-approved policies, leverage AI for strategic planning, and embrace Agentic AI to stay competitive. You'll hear why human accountability matters, how to break down organizational silos, and why waiting for AI guidance could leave your credit union behind.

Today Des talks to Juliette Boland, Community Outreach Officer for West Cheshire Credit Union and Juliette discusses how the Credit Union supports the local community and some of the key benefits of using a credit union instead of a bank.

“When we have presence, it creates space for trust, clarity, and a real, true connection.” - Jill NowackiWelcome to episode 217 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 discuss all things presence and the importance of being present as a leader. Presence is the ability to truly show up mentally, emotionally, and energetically for your team and organization, and it's something that all leaders struggle with at one point in time or another, ourselves included. We discuss how a leader's presence shapes the team—without it, distractions, rushed decisions, and confusion take hold, but with it, trust, clarity, and connection flourish.We also highlight the need for leaders to be intentional about creating space in their schedules, setting boundaries, and resisting the impulse to jump between tasks or immediately respond to messages. Listen as we share some personal stories and insights around the struggle to disconnect, stay focused, and resist the urge to constantly check devices.We ultimately conclude that while presence may be one of the most overlooked leadership skills, it is also one of the most impactful, and by committing to regular practice and creating the conditions to truly show up and be present, leaders can unlock new levels of focus, connection, and effectiveness for themselves, their teams, and their organizations! We hope that you enjoy our conversation on presence!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyAudiobook mentioned: An Everyone Culture: Becoming a Deliberately Developmental Organization by Robert Kegan, Lisa Laskow, et al.Previous guests mentioned: Leo Ardine (episodes 21 & 150)

In this episode of The Fintech Combine, host Kris Kovacs sits down with Marcell King, CEO of Nuuvia, to explore how youth banking solutions are helping credit unions stay relevant in a rapidly changing market. From financial education for kids to competing with fintech giants like Greenlight, Marcell shares insights on how Nuuvia is transforming the way credit unions engage the next generation of members.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

In this NGPF Podcast episode, Tim Ranzetta sits down with Bill Bynum, CEO of Hope Credit Union, to explore how innovative banking solutions are transforming lives across the Deep South. Educators will hear firsthand stories on breaking down financial barriers, fostering dignity for underbanked communities, and empowering students through real-world financial education. Bill shares actionable insights on partnership, digital tools, and the power of community-driven banking—perfect for teachers wanting to deepen classroom impact.  

Glen connects with the founders of three early stage startups- Lulo, PromptWrx and Thryft Ship- who pitched for the $25,000 Innovation Challenge prize at Fintech South last week, each addressing a quite different pain point. Also- Visa gives up on US open banking, Wyoming (kind of) launches the first state-issued stablecoin, and our own audience vote for best startup.         Links related to this episode:   Click here to vote for your favorite of the three Innovation Challenge Finalists. Lulo: https://www.hellolulo.com/ PromptWrx: https://promptwrx.com/ Thryft Ship: https://thryftship.com/  Reuters on Visa's shuttering of its US open banking unit: https://www.reuters.com/business/finance/visa-closes-us-open-banking-unit-data-fight-heats-up-source-says-2025-08-22/  CoinTelegraph's reporting on Wyoming's stablecoin launch: https://cointelegraph.com/news/wyoming-frnt-stablecoin-visa-support-7-blockchains  Fintech Business Weekly's assessment of Wyoming's FRNT stablecoin: https://fintechbusinessweekly.substack.com/p/who-is-wyomings-stablecoin-for    Join us for our next CU Town Hall- Wednesday September 17 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 textIn a year about 500 members of First City Credit Union in Pasadena die.  It's a credit union with 57,000 members.And what happened after the member's death?On the show is Saeid Kian, CEO and co-founder of Ribbon, a fintech that has developed a tool kit to help credit unions speed up the process of settling a member's estate and also - this is huge - helping the credit union retain some of those assets on its books.Also on the show is Nav Khanna, CEO of the $900 million First City Credit Union and his is the first credit union to go live with Ribbon.Why did he agree to be the first? What benefits has First City seen?  Know this: at most financial institutions the process of handling a deceased member's accounts is labor intensive.  It annoys the heirs and very likely it also annoys the credit union employees who are tasked with handling the estate.Saeid knows this first hand because the idea for Ribbon grew out of his own frustrations in settling his father's estate - a process that took many frustrating weeks.  There had to be a better way, he thought, a way that worked better for the heirs and maybe for the credit union too because the heirs no longer would leave the institution with a settlement check in hand and with the intention to never again deal with that institution.And Nav tells us it's really working at First City.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

Are you looking to boost your credit union's loan portfolio? Want to stay ahead in the competitive world of financial services? In this episode of Credit Union Conversations, host Mark Ritter, CEO of MBFS, sits down with Todd Stauffer, our seasoned Relationship Manager in Western Pennsylvania, to share insights on succeeding in commercial banking. From navigating market trends to leveraging speed to market for a competitive edge, Todd reveals strategies to help credit unions thrive. Tune in to learn how to adapt to changing interest rates and build lasting client relationships!IN THIS EPISODE: (00:00) Intro: Meet Todd Stauffer(02:17) Advice for young professionals emphasizing hard work for growth in banking and financial services(06:11) Borrowers are adapting to higher interest rates, reflecting changes in credit union lending(06:55) Varying rate expectations across markets, important for competitive lending in credit unions(07:15) Investors accepting lower loan-to-value ratios, relevant to commercial real estate lending(09:16) Speed to market as a competitive edge for credit unions against big banks(13:17) Maintaining high pull-through rates in loan applications, critical for credit unions KEY TAKEAWAYS: Hard work and discipline are critical for achieving long-term success in financial services and commercial banking, requiring professionals to stay resilient, adapt to setbacks, and consistently execute well-thought-out plans to thrive in dynamic market trends.Credit unions secure a competitive edge through rapid speed to market and transparent communication, setting them apart from larger banks by offering tailored lending solutions and fostering trust in client relationships.Borrowers are demonstrating adaptability to higher interest rates and investors are accepting lower loan-to-value ratios, showcasing resilience in commercial real estate markets, which enables credit unions to support robust lending opportunities despite economic shifts.RESOURCE LINKS:Mark Ritter - WebsiteMark Ritter - LinkedInTodd Stauffer - LinkedInKEYWORDS: Credit Union, Financial Services, Todd Stauffer, Mark Ritter, MBFS, Commercial Banking, Loan Portfolio, Western Pennsylvania, Borrower Adaptation, Interest Rates, Real Estate, Speed To Market, Competitive Edge, Client Relationships, Market Trends, Career Guidance, Credit Union, changes in credit union lending

www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/Episode SummaryIn this episode of With Flying Colors, I'm joined by two longtime friends and former NCUA colleagues — John McKechnie and Geoff Bacino — for a candid roundtable on the latest twists at the agency and across the credit union movement.From the legal limbo over NCUA board seats to the agency's shrinking staff and the Supreme Court case that could reshape presidential power, we dig into what it all means for your credit union. We also cover the leadership change at America's Credit Unions, the future of CFPB oversight, and what to expect from NCUA's upcoming strategic planning town hall.And yes — we wrap up with some NFL predictions (with John's Ravens, Geoff's Bears, and my Vikings all getting their fair share of good-natured ribbing).What You'll Learn in This EpisodeThe latest on the NCUA board shake-up: Harper, Ska, Trump, and the courtsHow the Humphrey's Executor Supreme Court case could upend federal regulatory appointmentsWhat NCUA's staff buyouts and hiring freeze mean for supervision and examinationsWhy communication between credit unions and regulators is more critical than everInsights on America's Credit Unions' new CEO Scott Simpson and what his leadership could signalThe future of CFPB oversight and how credit unions should prepare for the next compliance pendulum swingWhy the upcoming NCUA strategic planning town hall is a chance for credit unions to speak upSome football predictions to lighten the mood — Ravens, Bears, and Vikings fans, take note

Hartford Accident and Indemnity Company v. Capital Credit Union

After another busy weekend listen to all of KCLR's post match interviews from our 8 live games across Saturday and Sunday the 23rd/24th of August!A big thanks also to Paul Doyle for his action shots from O'Loughlins v Shamrocks Ballyhale.  

Succession planning isn't just a boardroom checkbox—it's a strategic safeguard for your credit union's future. In this episode, Scott Anderle is joined by a panel of industry leaders and Target Leadership graduates including: Peter Tyson, Sarah Thompson, John Ragsdale, and David Baldwin. They break down how intentional leadership development creates real, sustainable solutions to one of the credit union movement's most urgent challenges. With credit union consolidations on the rise and retirements looming, we dive into what it takes to build leadership bench strength that's ready when it counts. Learn how Target Leadership helps leaders understand themselves, their teams, and their next role. This conversation is packed with practical takeaways, real-life impact, and timely reminders that succession planning is not optional—it's mission critical. In this episode we talk about and answer these questions: • What makes the NCUA's new succession planning rule such a game-changer? • How can small and mid-size credit unions tackle leadership gaps with limited resources? • Why was Target Leadership created—and what problem does it actually solve? • What's the role of leadership voice, triggers, and EQ in preparing for succession? • What are practical ways leaders can track growth and readiness on their teams? • How did Target Leadership graduates apply their training in real-life situations? Click Here to Submit Your Questions Links from show: Read NCUA's Succession Planning Final Rule Download NCUA's Succession Planning Template for Small Credit Unions Future-Proof Your Credit Union – CU Insight Click here to sign up for the New Employee Bundle (Sales, Service and History) Learn More About the Target Leadership Course Subscribe to ServiStar Leadership Podcast on your favorite streaming service

www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/OPERATIONAL RISKSCyber incident response planning essentials Communication strategies for cyber incidents Legacy system conversion nightmaresNCUA's helpful approach to cybersecurity findings Core system conversion best practices

A Credit Union brings something different to buying a house Kieran O'Callaghan, Head of Lending Mallow CU, tells PJ Hosted on Acast. See acast.com/privacy for more information.

In our eighth episode of the season, Clay Adams, President & CEO of Mascoma Bank (NH), joins Vin, Zach, and Joe Kennerson. The guys dig into Clay's background in the private sector and on the Mascoma Board before emerging as the bank's CEO, Peter Drucker and Daniel Pink, the role of AI and stablecoins in banking's future, and how Mascoma Bank created its own SaaS platform (“Stratum”) designed to modernize the technological environment of financial institutions.For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

Glen catches up with Lou Grilli for a first-hand recap of the recent World Credit Union Conference in Stockholm, Sweden, and to trade perspectives on a flurry of recent fintech news: open banking, stablecoin interest/”rewards,” debit interchange and another Zelle lawsuit. Also- a new leader at America's Credit Unions, and have we entered the Era of the Do-Over?        Links related to this episode:   The World Council of Credit Unions: https://www.woccu.org/  Connect with Lou Grilli on LinkedIn: https://www.linkedin.com/in/lougrilli/  CU Broadcast's interview with America's Credit Unions' incoming CEO Scott Simpson: https://www.cubroadcast.com/episodes/4022-scott-simpson-discusses-being-selected-as-americas-credit-unions-new-presidentceo  Payments Dive on the court ruling altering debit card regulations: https://www.paymentsdive.com/news/federal-judge-vacates-debit-fee-card-payments-regulations/757108/   PYMNTS.com on yet another twist in the CFPB Open Banking saga: https://www.pymnts.com/news/cfpb/2025/banks-challenge-open-banking-deadlines-cfpb-mulls-revisions/  Fintechs, crypto, AI players band together to press President Trump on open banking: www.ftassociation.org/wp-content/uploads/2025/08/Open-Banking-CEO-Letter-to-President-Trump_08.13.25-1.pdf  Cracks in stablecoin “regulatory clarity” created by the GENIUS Act are already emerging: https://cointelegraph.com/news/us-bankers-want-stablecoin-yield-loophole-closed  Banking groups' letter appealing for a revision of GENIUS Act provisions: www.aba.com/-/media/documents/letters-to-congress-and-regulators/jointstateltrgenius20250812.pdf    CNBC on the NY Attorney General's lawsuit against Zelle: https://www.cnbc.com/2025/08/13/new-york-letitia-james-zelle-lawsuit.html Our recent interview with Finovate's Greg Palmer: https://www.big-fintech.com/448-minutes-of-fintech-demos-475-fis/     ***Use Code BIG20 for a 20% registration discount on Finovate Fall, September 8-10 in NYC***: https://informaconnect.com/finovatefall/ 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 textThis is a CU 2.0 Podcast first.Never before, in almost 500 episodes, have we done this.On the show is Crystal Zarse, a member of Interra Credit Union, a $1.7 billion Indiana based institution, and she is here to tell about her experience using the Prizeout Cashback+ debit card which rewards users with cashback often around 10% of purchase price, sometimes much more.Focus on that.  Here's a member who has taken time out of her to tell what benefits she gets by using the Cashback+ debit card that Interra issued to her.Also on the show is Joel Richard, an Interra senior vice president of member experience, and David Metz, CEO  of Prizeout.Metz has been on the show before and what got him a return visit was when his PR person, Andrea Holland, emailed me to offer up a credit union member who would talk about how Cashback+ makes her life better.A big gong went off in my head.  I had never before done this in a show…and yet credit unions trumpet that they are member focused.  Credit unions are here to improve the financial lives of everyday people.I had to do this show and, honestly, Crystal Zarse is everything I could have hoped for in a guest.Message to other credit unions/fintechs: If you want on the show, grease your path by lining up a member to join the mix.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 business in the world is keeping a close on President Trump's tariffs, and credit unions are no different. But what are the impacts of those tariffs on the global credit union movement? On this episode we dive deep into that question by taking a look at consumer sentiment, inflation and what we can't see coming in the months ahead with Curt Long, Chief Economist and Vice President of Data for America's Credit Unions, and David Malone, CEO of the Irish Credit Union League.Both of those organizations are keeping a close eye on the tariff issue, and Curt and David will discuss what the data is showing so far and what they foresee coming down the road.

Your apps are better, your processes smoother, your metrics stronger. But as members go increasingly digital, are you accidentally engineering yourself out of their lives?In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Tim Schmitt, Chief Experience Officer at PFP Services, to explore why the biggest member experience mistake might be hiding in plain sight, how protection products can become trust-builders instead of payment-killers, and what's actually driving credit union growth.A huge thanks to our sponsor, PFP Services. Credit Unions know that engagement is key to success. PFP Services brings expertise, resources, and passion to help you build strong connections with your members. Our goal is to grow your credit union together, forming lasting bonds every step of the way. Partnering with us means a mutually beneficial relationship with absolutely no cost! Visit familysecurityplan.com/credit-unions/ to learn more. 

“Sometimes there are monumental changes, but other times it's what can you do today to get one step closer?" - Randy Smith Welcome to episode 216 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, Jill and I talk about all things pivoting - when you realize the path that you're on isn't the one you need to stay on. It can be a strategic shift, a leadership adjustment, or even a whole new direction. The need to pivot can come from burnout, boredom, or external factors such as failing to meet success metrics. We discuss how internal signs such as lack of creativity or excitement for the work can also indicate that it's time for a change.Pivoting can be really difficult, as it requires overcoming our natural human desire for stability, and Jill and I discuss how leaders have the added challenge of bringing their teams along through the transition. We remind you that being transparent about the reasons behind the pivot, the expected outcomes and potential challenges, and inviting input from your team can all help ease the process for everyone. Celebrating milestones and small wins along the way is also important to maintain morale.We also highlight how pivots don't have to be monumental shifts; sometimes, it's the "two degree" changes that open up new opportunities. The key, though, is being attuned to all of the signals that are trying to tell you that it's time to make a move, so whether in your career, your organization, or your personal life, the ability to recognize when it's time to pivot can be one of the healthiest and most impactful decisions that you make. The path forward may not be certain, but the alternative of staying stuck is often so much worse!We hope that this episode offers you some great insight! As always, feel free to reach out to us and share your thoughts! We would love to hear from you!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List

Credit unions have reams of data at their fingertips. They can measure member satisfaction, website traffic, loan and account conversions, market trends, and financial performance. But the one metric credit unions aren't generally measuring just might be the most important one: member financial health. Andy Bandyopadhyay, Founder and CEO of Attune, would like to change that. Hospitals measure patient outcomes; why don't credit unions measure financial outcomes? If financial wellness isn't improving, are credit unions really doing their job? These are just a few of the questions that Andy addresses in this month's episode of The Remarkable Credit Union podcast, along with our BIG question: How can credit unions lead with financial wellness over products, and what's in it for them?

The Moneywise Radio Show and Podcast Friday, August 8th 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: Michael George, Safe 1 Credit Union website: www.safe1.org/    

Join Mark at Credit Union Conversation today as we talk to Todd Stauffer, a seasoned relationship manager in the world of credit unions, about his career journey and insights on business lending and financial services. With years of experience working with credit unions and big banks, Todd shares his unique perspective on what drives success in the industry and how relationship managers can build strong business relationships. From discussing the differences between big banks and credit unions to sharing his favorite summer activities, Todd offers a wealth of knowledge and entertaining stories. Tune in for an engaging conversation that explores the world of credit unions and business lending.IN THIS EPISODE:(00:00) Intro: Meet Todd Stauffer(01:34) Todd's early career experience in finance(04:23) Todd discusses the impact of Wells Fargo shutting down its Financial division(06:37) Todd Stauffer's experience working with South Carolina Federal Credit Union.(09:55) Working with big banks vs. credit unions(12:00) Working with credit unions allows access to decision-makers and a personalized approach to serving members(14:08) How to connect with Todd Stauffer and other credit union professionals at MBFSKEY TAKEAWAYS: Credit union culture and values are distinct from big banks, with a focus on serving members and communities. Todd Stauffer shared his experience working with both big banks and credit unions, highlighting the differences in product management, decision-making, and community involvement.Emphasizing business lending expertise within credit unions, relationship managers like Todd play a key role in managing commercial portfolios, supporting local communities, and offering personalized service. This approach stands in contrast to the big bank experience, underlining the advantage credit unions offer in building direct connections and providing tailored loans and financial solutions.Community involvement is essential for credit unions to understand the needs of their members and provide effective solutions. Todd Stauffer's work with credit unions and his involvement in local communities highlight the importance of building relationships and trust with members and community leaders.RESOURCE LINKSMark Ritter - WebsiteMark Ritter - LinkedInTodd Stauffer - LinkedInKEYWORDS: Credit Union, MBFS, Todd, Stauffer, Lending, Business, Loans, Relationship, Manager, Credit Unions, Business Lending, Community Involvement, Financial Services, Member Service, Pittsburgh, Community, Members, Finance, Portfolio, Commercial

Glen gets the lowdown from Finovate's Greg Palmer on what to expect at September's New York City demo-fest, including a dedicated credit union track. Also- unanswered questions in the President's de-banking Executive Order, and a showdown regarding BNPL's role in credit reporting.        Links related to this episode:   Finovate Fall, September 8-10 in NYC: https://informaconnect.com/finovatefall/ ***Use Code BIG20 for a 20% registration discount***  Fox Business' take on the sudden twist in BNPL credit reporting: https://www.foxbusiness.com/economy/some-buy-now-pay-later-lenders-holding-back-customer-payment-data-from-credit-bureaus  The President's Executive Order (EO) on “de-banking”: https://www.whitehouse.gov/fact-sheets/2025/08/fact-sheet-president-donald-j-trump-guarantees-fair-banking-for-all-americans/  The Cato Institute's critique of the debanking EO: https://www.cato.org/blog/breaking-down-trumps-debanking-executive-order  The National Law Review adds its two cents: https://natlawreview.com/article/trump-executive-order-attacks-de-banking-practices      A special time for our next CU Town Hall: Mark your calendars for our next Town Hall session- Monday, August 18 at 3:30pm ET/12:30pm PT- streaming live from America's Credit Unions' Strategic Growth Conference. It's free to attend, but advance registration is required. Visit https://www.cutownhall.com/ to request an invitation.    Follow us on LinkedIn:  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/INTEREST RATE ENVIRONMENTFed policy uncertainty and tariff impacts Yield curve normalization: -35 to +50 basis points CD composition shift: 13% to 28% of depositsCredit unions adapting to "new normal" Investment portfolios still 6-7% underwater Examiner demands for enhanced stress testing Cost vs. value of regulatory requests

Send us a textBill Bartholomew welcomes Navigant Credit Union President and CEO Kathleen Orovitz for a discussion on the institution's new partnership with Bryant University. Support the show

www.marktreichel.comhttps://www.linkedin.com/in/mark-treichel/ETAIL CREDIT PERFORMANCE Student loan payment resumption impactMixed economic signals across states24 vs 26 states: unemployment trends Generational differences in borrowing behavior Venmo revolution: 85% of users under 40, $342B in Q1 transfers

Send us a textYou probably have forgotten about the role of credit unions in the country's marijuana business - estimated to be north of $40 billion.  I know I had. It's been years since we did a show on this topic.But on the show today is Kevin Hart, CEO of Green Check Verified, a business that provides tools to financial institutions that serve the country's many marijuana businesses.As Hart says in the show, narijuana may not be legal in federal law - it is legal in 39 states for medical use and 24 states for personal use - but there is no federal law prohibiting a bank or credit union from providing financial services to a marijuana business.That marijuana business too must operate in full compliance with the laws in its states.How does a credit union successfully navigate this landscape? Also on the show is Megan Bennett, manager MRB compliance at Wright-Patt Credit Union in Ohio.  the 38th biggest credit union in the country with assets around $9 billion. MRB of course is Marijuana Related Businesses.Bennett explains, in detail, how Wright-Patt decided to serve marijuana businesses, how it's working for the institution, and why this is a win-win-win for the state of Ohio, the marijuana businesses and the credit union.How many credit unions serve marijuana businesses in the US? Under 200, probably nearer 150.  But Wright-Patt just may illustrate how it can be done, legally and well.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.comAnd 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

We don't just have money problems—we have money perception problems. In Part 2 of our three-part Money Dysmorphia series with Backbone, I'm joined by Melissa Burleson, a certified financial counselor at Tarrant County's Credit Union, who brings nearly 20 years of wisdom, service, and heart to this conversation. Melissa knows firsthand how money dysmorphia—our distorted view of our financial reality—can sabotage even the smartest budgeter or most determined saver. We talk about how money dysmorphia can swing both ways—from feeling constantly behind despite doing all the right things, to overspending and living beyond your means to project financial success. And Melissa shares powerful personal stories, real-life coaching moments, and practical tools to start shifting from emotional chaos to financial clarity. You'll walk away with: A deeper understanding of the emotional triggers behind overspending and avoidance How generational money beliefs and social media comparison fuel money dysmorphia Why many people tie their self-worth to a credit score—and how to break that cycle How to recognize when emotional thinking is clouding financial decisions What it takes to move from “I'm bad with money” to “I trust myself with money” Keep up with all things Everyone's Talkin' Money by following us on Instagram. If you loved what you heard, rate us 5 stars and like and follow us on your favorite podcast app! Thank you to our sponsors!  Policygenius - Head to policygenius.com to compare free life insurance quotes from top companies and see how much you could save.  Ava - Help build your credit score with Meetava.com. Use promo code: Money Learn more about your ad choices. Visit megaphone.fm/adchoices

Want to learn how credit unions thrive through collaboration? Curious about leading a low-income designated institution? In this episode of Credit Union Conversations, host Mark Ritter sits down with Andy Jaeger, CEO of Credit Union of New Jersey, for an insightful 1-on-1 conversation. From his unexpected start in the credit union industry to driving financial wellness and youth engagement through initiatives like the Greenlight debit card, Jaeger shares his journey and vision. Discover strategies for succession planning, fostering emerging leaders, and supporting small credit unions to ensure a vibrant future for the industry.IN THIS EPISODE:(00:00) Intro: meet Andy Jeager(02:55) Andy Jaeger shares his origin story into the credit union space(09:05) A low-income designated credit union with $475 million in assets, focusing on members (15:02) Fostering credit union philosophy by indoctrinating new employees to maintain industry spirit(19:31) Succession planning strategies, training emerging leaders and identifying talent gaps(24:21) Small credit unions should collaborate and partner to overcome economic challenges (29:16) Credit Union of New Jersey's priorities: financial wellness, youth engagement via Greenlight debit cardKEY TAKEAWAYS:Collaboration is vital for the credit union industry's future. Andy Jaeger emphasizes partnerships, like those with business lending CUSOs, to help small credit unions deliver services cost-effectively while maintaining their identity.Succession planning is critical to sustain the credit union's philosophy. Jaeger advocates for identifying and training emerging leaders through regional programs and networking to preserve the industry's mission.Financial wellness and youth engagement are priorities for Credit Union of New Jersey. Initiatives like the Greenlight debit card aim to attract younger members and promote long-term member services and community impact.RESOURCE LINKSMark Ritter - WebsiteMark Ritter - LinkedInCredit Union of New Jersey - WebsiteAndy Jaeger - LinkedInBIOGRAPHY:Andy is the longtime CEO of Credit Union of New Jersey. Andy is an accomplished credit union executive and is a former chair of the New Jersey Credit Union League.KEYWORDS: Credit Union, Collaboration, Succession Planning, Member Services, Financial Wellness, Low Income, Community Impact, Youth Engagement, Greenlight Debit, Credit Union Philosophy, Board Training, Emerging Leaders, Small Credit Unions, Member Business Financial Services, Business Lending CUSO, Greenlight debit card

Glen connects with Early Warning's Chief Partnerships Officer Eric Hoffman about the latest progress of Paze's digital wallet, and Payfinia GM Keith Riddle on his firm's deal to bring Paze to credit unions. Also- yet another twist in the open banking road, and hints of momentum for de novo institutions.     Links related to this episode:   Paze:  https://www.paze.com/ Payfinia: https://tyfone.com/payfinia/  Our interview with Paze's Head of Operations Catherine Murchie at Money 20/20 last October: https://www.big-fintech.com/onboarding-and-offboarding-at-money-20-20/  Planet Money's episode on Fortuna Bank's de novo journey: https://www.npr.org/2025/03/07/1236538076/new-bank-startup-regulations-entrepreneur  Our recent conversation with the CU De Novo Collective's Denise Wymore: https://www.big-fintech.com/starting-simple-small-and-with-purpose/  Payments Dive on the CFPB's plan to “substantially rework” its Open Banking rule: https://www.paymentsdive.com/news/open-banking-consumer-financial-protection-bureau-financial-payments-data-fintechs-Trump/756212/  Fintech Business Weekly on Chase's plan to charge for open banking data: https://fintechbusinessweekly.substack.com/p/chase-strikes-first-with-open-banking  Fintech South August 19-20 in Atlanta: https://www.fintechsouth.com/ USE CODE BIGCAST25 FOR A REGISTRATION DISCOUNT   A special time for our next CU Town Hall: Mark your calendars for our next Town Hall session- Monday, August 18 at 3:30pm ET/12:30pm PT- streaming live from America's Credit Unions' Strategic Growth Conference. It's free to attend, but advance registration is required. Visit https://www.cutownhall.com/ to request an invitation.    Follow us on LinkedIn:  https://www.linkedin.com/company/best-innovation-group/   https://www.linkedin.com/in/jbfintech/  https://www.linkedin.com/in/glensarvady/

In this C.U. On the Show episode, host Doug English digs into the real-world mechanics of AI adoption with Credit Union One's Todd Gunderson and nCino's Nicole Haverly. You'll hear why “member experience is the new rate,” how automation frees humans for deeper advice, and the simple question that jump-started a credit-union-wide transformation.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.

“No matter how much success you achieve, you won't feel like you're enough if you aren't fulfilled in the success you have.” – Jill NowackiWelcome to episode 215 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 doing something a little bit out of the ordinary because we don't have a guest - it's just the two of us, but this is an incredibly important topic that will probably ring familiar to many of you. What does it mean to redefine success on our own terms and be enough? We discuss how our definitions of success have changed over time, moving away from external measures like titles, growth, and numbers and instead focusing on internal fulfillment and joy.We share how comparison can be the "thief of joy” and highlight the importance of self-reflection to truly understand what success means to you as an individual. We provide some insights into tools such as the "Wheel of Life" which can help leaders assess different areas of their lives and identify where they may feel a sense of imbalance or lack of fulfillment.Beyond the resume, we also highlight unique "off the resume" wins that speak to our values and the way we choose to lead our lives, discussing what it looks like to lead from a place of "enough" - recognizing that there actually is no one-size-fits-all definition of success and that true resilience and growth come from a place of self-acceptance as well as self-improvement!We hope that this episode offers you some practical tips, such as identifying personal rituals that help ground and center you when you're feeling off-balance. As always, feel free to reach out to us and share your thoughts! We would love to hear from you!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book ListPrevious episode mentioned: #4

Join D.O. as he sits down with Peter Benjamin, President of ACUMA and one of the top experts in credit union mortgage lending. Dive deep into what sets credit unions apart in the mortgage world, why they're great places to work, and the challenges and opportunities they face in today's market.