Podcasts about member experience

“Credit unions are so critical in helping their members and communities.” - Robin KolvekThank 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 Robin Kolvek, CEO of VisiFI. She joins me to share her compelling story of career pivots, personal values, and staying human in a rapidly evolving tech landscape. Robin reflects on how she went from chasing dreams of being a teacher, coach, or even a detective to leading a major fintech company focused on credit unions—and how none of it was part of the plan.In our conversation, we discuss the often overlooked but incredibly important role that credit unions play in community development and why they deserve more attention in conversations around innovation. Robin offers an insider look at how VisiFI supports small and midsize credit unions by delivering the kinds of digital tools and enhancements that help them not just keep up but also genuinely compete with bigger players. She stresses that their clients' voices aren't just “heard” but are integral.Robin opens up about what it means to be a leader in the credit union space, especially when your organization is backed by a global tech powerhouse like Italy-based Dedagroup. We explore how that relationship gives VisiFI crucial access to next-level tools such as AI, cybersecurity, and analytics—while keeping them local enough to stay responsive to credit unions' specific needs.As we wrap up the episode, Robin also reflects on the impact her mother had on her as a child, her love of travel, and how she manages to maintain a work-life balance. She also offers a couple of great book recommendations. Enjoy my conversation with Robin Kolvek!Find the full show notes on cuinsight.com.Connect with Robin:Robin Kolvek, CEO of VisiFIvisifi.comRobin: LinkedInVisiFI: LinkedIn | Facebook | YouTube

This episode recorded live at the Becker's 3rd Annual Spring Payer Issues Roundtable features Stuart Langley, SVP, Client Services, Everise & Sadie Rizzuto, Vice President, Enterprise Technology Solution Implementation, Humana. They discuss the power of predictive models, AI, and automation in improving member engagement, reducing friction in claims, and advancing proactive care and provider collaboration.This episode is sponsored by Everise.

“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

In this engaging session, Eric Glazer sits down with Jessica Vander Zanden, VP of Operations at Network Health, a Wisconsin-based plan known for its top-tier CMS ratings and commitment to exceptional provider and member experiences. Jessica shares two standout strategies driving the organization's success: a unique approach to treating providers as valued customers and transforming their call center into a powerful engine for improving CAHPS and Star Ratings. Discover how Network Health redefines healthcare engagement through operational excellence, provider partnership, and member-centric service design.   This session was part of the the Healthcare Engagement Virtual Summit: Strategies for Plans to Engage Consumers and Providers on May 8, 2025, co-sponsored by Bright Spots in Healthcare, TytoCare and Navina. For more information on the summit and to see the full video, please go to: https://www.tytocare.com/virtual-summit-healthcare-engagement-strategies-for-plans-to-engage-consumers-and-providers/  

Want a fresh set of eyes on your business? Get ahead of the chaos—book your call now: https://calendly.com/spf-leo/spf-mastermind-discovery-call What's up, guys—Uncle Vinny here.I'm back behind the mic after some travel and life stuff… but this one's important.We're diving into two big topics today: tariffs and retention—and how both are about to smack gym owners right in the face if you're not paying attention. I break down what I've learned from some seriously smart finance people (not from watching the news), and explain how this stuff could affect your clients and your business.But most importantly—I'm sharing exactly what we did at Gabriele Fitness to drop our attrition rate to 1.5%. That's the lowest it's ever been. I'm talking real strategies, real results—no fluff. If you're trying to keep your members happy, showing up, and not canceling, you'll want to hear this one. Top 5 Key PointsFocus on What You Can Actually ControlYou can't control the economy, politics, or what China does. But you can control your fitness, your food, your time, your team—and how hard you work. Do that.Fear is in the Air—That Affects SpendingTariffs are creating uncertainty, and uncertainty makes people think twice before spending money. If your clients feel unsure, your gym could end up on the chopping block—unless you show them you're worth every penny.Keep What You've GotWhen it gets harder to bring in new leads, your best bet is to double down on the clients you already have. Our motto: Operation: Don't Lose Anybody. That's how we cut attrition to 1.5%.Add Real Value (Not More Sessions)Personalization, connection, and community win. Automated birthday emails don't cut it. We did stuff like personalized holiday videos and ran an epic March Madness event just for members. That's what people actually care about.Don't Be Afraid to Lead HardWhen someone tries to cancel or go on hold, challenge them. Remind them why they started. People are secretly begging to be led—especially in times like these. Be the leader they're looking for. Want a fresh set of eyes on your business? Get ahead of the chaos—book your call now: https://calendly.com/spf-leo/spf-mastermind-discovery-call If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

Soren and Matthew Spiers, founding and senior partners of Visions Alliance, discuss their fractional CFO services for clubs. They help clubs manage financial systems, recruit and train controllers, and provide interim financial oversight. They emphasize the importance of internal controls, accurate budgeting, and key performance indicators (KPIs) like daily labor costs and cover counts. They share strategies for balancing member experience with financial stability, such as pay-as-you-go financing for capital projects. Looking ahead, they predict a focus on wellness and lifestyle amenities to attract younger members. Visions Alliance aims to enhance club operations through efficient financial management and best practices. Insights – Labor cost management is a critical concern for clubs, especially during busy seasons. – Financial blind spots include lack of internal controls and not following best practices. – Human resource regulatory obligations pose significant risks if not properly managed. – Aging membership can be reluctant to invest in long-term club improvements. Also on this episode of the Club + Resort Talks podcast … Baker City, Ore., is upgrading its Quail Ridge Golf Course with a $1.3M irrigation system to conserve water and support tourism. Despite adding 450 sprinkler heads, the new system at Quail Ridge significantly improves efficiency by allowing individual control of each of the 650 heads. Troon will provide development services at Three Bridges, a new luxury residential-resort community in Salem, Utah. In addition, when community amenities begin to open in 2026, Troon Privé, the private club operating division of Troon, will manage club operations, agronomy, food & beverage, and membership sales and marketing. Three Bridges will feature multiple lifestyle amenities including an 18-hole Robert Trent Jones II designed golf course and an all-season pickleball and indoor golf facility, hiking and biking trails. Last, but not least, Erie County, N.Y., plans to convert the former Westwood Country Club into Willowdale Park, featuring a restored nine-hole golf course, trails, and inclusive amenities, with funding secured and public opening set for 2026.

Welcome to the latest episode of L.I.F.T.S – your bite-sized dose of the Latest Industry Fitness Trends and Stories.   Hosts Matthew Januszek, Co-Founder of Escape Fitness and Mo Iqbal, Founder & CEO of SweatWorks attended EHFF 2025 in Cologne, Germany.   In part 1 of this LIFTS episode, Matthew and Mo are joined by: Herman Rutgers, Ambassador at EuropeActive Stefan Ludwig, Partner, Leiter Sport Business Gruppe at Deloitte Deutschland Elaine Jobson, CEO and MD of Jetts Australia Conor O'Loughlin, Chief Revenue Officer of ABC Fitness Mike Escobedo, Chief Customer Officer, ABC Fitness   This episode covers: European fitness market growth and trends, highlighting mergers, acquisitions, and membership increases. Consumer behaviour shifts towards hybrid fitness, mental health awareness, and holistic wellness approaches. Deloitte's comprehensive market report revealing key performance indicators and industry insights. Impact of emerging technologies and personalization in fitness experiences. International market expansion strategies and challenges for fitness brands. Future fitness trends focusing on Gen Z and Gen Alpha expectations, technology integration, and comprehensive health solutions.   To learn more about EHFF, click here: https://www.europeactive.eu/ ====================================================== Support fitness industry news by sponsoring future LIFTS episodes. Contact us at marketing@escapefitness.com for advertising opportunities. Subscribe to our YouTube channel and turn on your notifications so you never miss a new video when it's published: https://www.youtube.com/user/EscapeFitness Shop gym equipment: https://escapefitness.com/shop View our full catalog: https://escapefitness.com/support/catalog (US) https://escapefitness.com/support/catalogue (UK)  ====================================================== Facebook: https://www.facebook.com/Escapefitness Instagram: https://www.instagram.com/escapefitness Twitter: https://www.twitter.com/escapefitness LinkedIn: https://www.linkedin.com/company/escapefitness/   00:00 Intro 02:40 Consumer Behaviour and Mental Health 05:33 Deloitte's European Market Report 08:43 Key KPIs and Market Expansion 13:02 Consumer Fragmentation and Market Opportunities 19:01 Supply Side Fragmentation and Innovation 24:24 Jetts Fitness Market Strategy 31:40 Challenges and Opportunities in Franchising 35:41 Member Experience and Future Trends 39:08 ABC Fitness's International Expansion  

“Be unreasonable, but not unrealistic.” - Renée SattiewhiteWelcome to episode 206 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 Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.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 Renée Sattiewhite, President & CEO at the African-American Credit Union Coalition (AACUC). We discuss the growing pains that come with scaling up an organization, and Renée reflects on her experience scaling AACUC through tough times, including a rapid expansion during the COVID-19 pandemic that required balancing remote hires and maintaining the organization's core values.Renée's journey as a leader truly highlights the importance of hiring the right people and making sure that the organization's culture remains intact as things grow and change. She talks candidly about the lessons that she has learned in guiding her team and offers a unique perspective on leading during periods of growth. From training employees to prioritizing well-being over profits, Renée offers some truly valuable insight for leaders dealing with their own growing pains. Enjoy our conversation with Renée Sattiewhite!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyHow to find Renée:Renée Sattiewhite, President & CEO at AACUCaacuc.orgRenée: LinkedInAACUC: LinkedIn | Facebook | Instagram | X | YouTube

“Member experience is everybody's responsibility because every employee has an impact on member experience.” - Laura LoyThank 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 Laura Loy, Chief Experience Officer at On the Mark Strategies. Laura helps credit unions sharpen their strategies and marketing in order to build stronger, more resilient organizations. She takes us inside On the Mark's approach to creating consistency in the member journey.In our conversation, Laura explains how On the Mark Strategies helps credit unions create consistency in every member interaction and breaks down what she calls the “four success markers”. We also talk about staying ahead of industry shifts, what's changing for credit unions right now, and how CUs can adapt in advance rather than play catch-up later on.As we wrap up the episode, Laura talks about her great boss, her love of the book “The Let Them Theory” by Mel Robbins, and talks about the importance of manifesting work/life balance. Enjoy my conversation with Laura Loy!Find the full show notes on cuinsight.com.Connect with Laura:Laura Loy, Chief Experience Officer at On the Mark Strategiesmarkarnold.comLaura: LinkedInOn the Mark Strategies:: LinkedIn | YouTubeWant to learn more about On the Mark Strategies? Click here.

“As long as you take your job seriously and not yourself seriously, you're ok.” - Mike ValentineWelcome to episode 204 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 Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.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 our friend Mike Valentine back to the show. Mike is the President and CEO of BCU in Illinois, and he joins us to reflect on some insights from his 40 years in the credit union industry, offering a refreshing perspective on leadership that prioritizes authenticity. We explore how leaders can balance being true to themselves while also taking on the expectations of others.Mike opens up about the challenges that he faced early in his career. He stresses that being a leader isn't about fitting into a mold but rather about embracing one's true self, which ultimately leads to stronger connections and more effective leadership. We also discuss the importance of helping teams find and express their authentic selves and how diversity in leadership styles strengthens organizations.As we further explore Mike's journey, he touches upon the critical moments that helped shape his leadership style, including learning from mentors and handling work-life integration. Whether you are a current or aspiring leader, this episode will offer valuable insights into how to lead with integrity and authenticity! Enjoy our conversation with Mike Valentine!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book ListHow to find Mike:Mike Valentine, President and CEO of BCUbcu.orgMike: LinkedInBCU: LinkedIn | Facebook | Instagram | YouTubeWant to hear more from Mike? Click here

“Always have an open mind. Be prepared to try something new because you never know what you might like.” - Stuart BainThank 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 Stuart Bain, Senior Vice President of Alacriti, who joins me for this episode of the show to talk about how his unexpected career path took him from geology to banking, and ultimately to fintech leadership.During our conversation, we discuss how outdated loan payment systems can frustrate members and leave burdens on staff. Stuart shares how Alacriti's solutions—such as real-time integration and self-service options—are truly changing the way credit unions handle payments. We also touch upon the role of instant payments and request-for-pay technology, exploring how they could replace outdated processes.As we wrap up the episode, Stuart talks about a great leader in his life, and his love for classic cars and Hattie B's Hot Chicken. He also discusses the importance of having separate work and personal cell phones. Enjoy my conversation with Stuart Bain!Find the full show notes on cuinsight.com.Connect with Stuart:Stuart Bain, Senior VP at Alacritialacriti.comStuart: LinkedInAlacriti:: LinkedIn | Facebook | Instagram | X | Threads

“Looking out a couple years, your strategic plan may still be viable, but it sure has to be flexible.” - Randy SmithWelcome to episode 203 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 Trellance. Trellance is a leading technology partner for credit unions, delivering innovative technology solutions to help credit unions achieve more. With a comprehensive suite of analytics, cloud and talent solutions, the Trellance team ensures credit unions increase efficiency, manage risk, and improve member experience.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 creation vs. innovation and what we believe the primary differences between the two are. We discuss how leaders can strike the right balance between creating something entirely new and innovating on something that already exists. We also share our thoughts on the role of A.I. in speeding up innovation, why collaboration is important, and how organizations can put strategic change into effect.We offer some insights into how leaders can stay ahead in an industry that is always evolving and changing. We talk about the challenges of gaining team buy-in, how to manage incremental improvements while also encouraging bold creation, and why it's crucial to set clear, actionable steps after every planning session. We also discuss the idea of "minimum viable products" and how launching small ideas that can be tested can lead to truly meaningful innovation.We hope that you will tune in for our conversation on how staying curious, facilitating collaboration, and having a mindset focused on growth can really transform the way that credit unions serve their members!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List

“Be patient. Get answers. Find trusting partners. Enjoy and trust the process.” - Kraig KlinkhammerThank 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 Kraig Klinkhammer, Executive Vice President of Gallagher Executive Benefits Team at Gallagher, who joins me to discuss credit union executive benefits. Kraig reflects on his childhood dream of one day becoming a pilot and how his love for numbers and strategy led him to pivot toward a fulfilling career helping credit unions attract and retain talent via customized benefit plans.During our conversation, we explore the challenges that credit unions face in today's competitive world. Kraig offers insights into how his team supports credit unions by designing and servicing long-term benefit plans, highlighting the importance of trust, partnership, and ongoing service. Kraig also provides a behind-the-scenes look at Gallagher, a nearly 200-year-old company with the personal touch of a smaller organization, emphasizing the important role of experience, people, and commitment when selecting a benefits partner.As we wrap up the episode, Kraig discusses the professor who challenged him to humanize finance and his love for the creature comforts of home. He also shares his appreciation for the history of the east coast. Enjoy my conversation with Kraig Klinkhammer!Find the full show notes on cuinsight.com.Connect with Kraig:Kraig Klinkhammer, Executive VP of Gallagher Executive Benefits Teamajg.comKraig: LinkedInGallagher: LinkedIn | Facebook | Instagram | X | YouTube

Brought to you by Perform Better Check out the CURRENT SALE at PerformBetter.com Highlights of Episode 396   The StrengthCoach.com Coaches Corner with Coach Boyle We spoke about: The problem with Romanian Deadlifts Progressing the SLDL Warm up differences between adults and athletes Force System updates at MBSC Maximizing the Member Experience with Naamly Brought to you by Naamly is the member experience platform for modern training gyms - It puts all of your communication with your members in one place, allowing you to keep track of that communication, so important for retention.  Sumit Seth tells a story about a plumbing incident he had and the lessons learned about why it's important to outsource.   Thanks for Listening! 

"Instant payments are going to improve member experiences and better meet expectations." - Dr. Siva NarendraThank 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 Dr. Siva Narendra, CEO at Tyfone, who joins me to help explore the fascinating intersection of technology, security, and digital banking. Siva shares how he dreamed of being an artist, but his passion for problem-solving led him down a path involving engineering, energy-efficient systems, mobile payments, and ultimately to Tyfone.During our conversation, we discuss how Tyfone has become a leader in creating secure, frictionless experiences for credit unions and their members. Siva also shares how the company takes on challenges such as account takeover fraud, instant payments, and using A.I. for smarter, more intuitive member experiences. You'll hear about Tyfone's groundbreaking use of deterministic security, which greatly decreases the risk of fraud while maintaining user-friendliness, as well as Tyfone's leadership in instant payments via tools such as FedNow.As we wrap up the episode, Siva talks about the tech leader who resonates most with him and how he's excited to play around with NVIDIA's agentic A.I. devices. He also talks about his favorite city (other than Portland) and shares his best life hack for work-life balance. Enjoy my conversation with Dr. Siva Narendra!Find the full show notes on cuinsight.com.Connect with Siva:Dr. Siva Narendra, CEO at Tyfonetyfone.comSiva: LinkedInTyfone: LinkedIn | Facebook | Instagram | X | YouTube | Podcast

Brought to you by Perform Better Check out the sale at PerformBetter.com Highlights of Episode 395 "Hit the Gym with a Strength Coach" Jonathan Goodman, creator of the Personal Trainer Development Center and host of the Obvious Choice podcast Author, "The Obvious Choice: Timeless lessons on Success, Profit and Finding Your Way" We spoke about: How he lost is way after COVID How he came back to build a better life Why content is an overrated way to build a business but an underrated way to learn and connect Why it's important to "fix what's inside your fence" The Obvious Choice: Timeless lessons on Success, Profit and Finding Your Way Case studies Stories Great business ideas The StrengthCoach.com Coaches Corner with Coach Boyle We spoke about: His X post that stirred some controversy and why he believes adults should never touch a barbell "Maximizing the Member Experience"  Brought to you by Naamly I speak with Sumit Seth about some exciting new changes at Naamly- the addition of Billing and Scheduling Naamly is the member experience platform for modern training gyms - It puts all of your communication with your members in one place, allowing you to keep track of that communication, so important for retention.    Thanks for Listening!

“The better we understand ourselves, the better we can understand others.” - Oscar Porras  - Oscar PorrasThank 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 Oscar Porras, Senior Consultant of Diversity, Equity, and Inclusion at Humanidei. Oscar talks about how he dreamed of becoming an architect but ultimately found his true calling in the credit union industry. With over two decades of experience, Oscar worked across a variety of roles, from teller to branch manager, before finally choosing to commit to creating meaningful change.During our conversation, Oscar and I explore how Humanidei works to support credit unions in becoming more inclusive and reflective of their communities by developing strong leadership teams and fostering diverse cultures. Oscar offers his insights into building an inclusive leadership pipeline, highlighting why equity and mentoring programs are so important. He also dives into shifting from an assimilation mindset to an integration approach.As we wrap up the episode, Oscar talks about his love for his father's old pickup truck and the Oregon Ducks. He also talks about the importance of work-life balance and disconnecting from the online world. Enjoy my conversation with Oscar Porras!Find the full show notes on cuinsight.com.Connect with Oscar:Oscar Porras, Senior Consultant of Diversity, Equity, and Inclusion at Humanideihumanidei.comOscar: LinkedInHumanidei: LinkedIn | Facebook | Instagram | X

On this special episode of The Member Engagement Show, we give you exclusive listener access to a recent webinar: “What Do Members Want? Tips and Trends from Higher Logic's 2024 Association Member Experience Report.” Presenters Higher Logic Content Marketing Manager Kelly Whelan, Director of Product Marketing Sarah Spinosa, and Strategic Advisor Bekah Weidner reveal insights gleaned from the study and add their thoughts on how you can use these insights and best practices to improve your member engagement. Topics covered include: Why members leave their associations. How often do members interact with their association? What are the top member benefits? Member education needs and trends. How associations can participate in targeted initiatives members look for. Member communication preferences. How important is personalization and segmentation to members?   Helpful Links Watch the Webinar: What Do Members Want? Tips and Trends From the 2024 Association Member Experience Report 2024 Association Member Experience Report Association Community Benchmark Report Higher Logic Thrive Learn Higher Logic Post on Engagement Scoring Super Forum 2025 Registration

Brought to you by Perform Better  Check out the HOLIDAY SALE at PerformBetter.com   Highlights of Episode 393   "Hit the Gym with a Strength Coach" Brandon Cullen, co-founder and chief concept officer of MADabolic, former pro hockey player   We spoke about: Going from athlete to entrepreneur  What is MADabolic and how it began Programming at MADabolic Specialization: The power of niche concepts Franchising: Excellence vs. Scalability Inclusivity vs. Exclusivity How the 2 concepts can coexist How the industry is getting smarter Check out more about owning a MADabolic      The StrengthCoach.com Coaches Corner with Coach Boyle We spoke about: Shaking during ISOs- is it normal? ACL RPT Timeline Social Media Influencers Deciding what to add to the business when certain modalities become popular   "Maximizing the Member Experience"  Brought to you by Naamly Sumit talks about The Value of Saying Yes When Done Intentionally Naamly is the member experience platform for modern training gyms - It puts all of your communication with your members in one place, allowing you to keep track of that communication, so important for retention.       Thanks for Listening!  You can help out the show by: Subscribing to the show on Apple Podcasts Please leave us a rating and a review! 

“We're going to deliver a blueprint for what we know works in our partnerships.” - Aaron MelnarikThank 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 Aaron Melnarik, Senior Vice President and Director of Client Relationships at Elan Credit Card. We explore his 23-year career, including how he's helped credit unions deliver value through innovative credit card programs. Listen as we talk about credit union partnerships and how Elan Credit Card helps maximize credit union growth. During our conversation, Aaron discusses what it takes to build and maintain successful partnerships in today's competitive financial landscape. He explains how Elan Credit Card supports credit unions at every stage of the partnership, from launching programs, providing ongoing training, and using technology like APIs to revamp mobile apps.As we wrap up the episode, Aaron talks about his dad being the most influential leader in his life, golfing with his family, and his love of the Carolinas. Enjoy my conversation with Aaron Melnarik!Find the full show notes on cuinsight.com.Connect with Aaron:Aaron Melnarik, SVP and Director of Client Relationships at Elan Credit Cardwww.cupartnership.com Aaron: LinkedInElan Credit Card: LinkedIn

"Any time you can reward employees for doing the right thing, to me, it's benefiting the employer group, it's benefitting everybody.” - David Mallen You can provide employees with the best healthcare benefits in the world, but if they don't know how to navigate the healthcare system, those benefits aren't very effective. David Mallen, EVP of Partnerships at HealthJoy, joined me this week in studio to discuss care navigation and how we make benefits plans more effective for employees.  Having personally used Healthjoy, I think there's immense value in a care navigation solution like this; we need to empower healthcare consumers to understand that they can often get the same/better care for cheaper, both to them and the health plan. Chapters: 00:00:00 Meet David Mallen 00:04:42 From Baseball to Healthcare 00:07:28 Healthcare Advocacy 00:18:56 Personalized Healthcare Navigation 00:21:34 Streamlining Healthcare Benefits 00:23:45 Personalized Patient Care 00:36:03 Enhanced Healthcare Interactions For Patients 00:41:54 Healthcare Experiences That Are Backed By Data 00:47:23 Empowering Consumers To Make Decisions Key Links for Social: @SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFunded Listen on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02 Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286 Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/ Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/ Key Words:  HealthJoy, Healthcare Tech, Care Navigation, Digital Healthcare, virtual care, Wellness, wellness programs, baseball, advocacy, advocate, Healthcare Integration, FitnessJourney, Telemedicine, Member Experience, Future Healthcare, Preventive Health, podcast, benefits, health, healthcare, health insurance, self funded, self funding #HealthJoy #HealthcareTech #CareNavigation #DigitalHealthcare #virtualcare #Wellness #wellnessprograms #baseball #advocacy #advocate #HealthcareIntegration #FitnessJourney #Telemedicine #MemberExperience #FutureHealthcare #PreventiveHealth #podcast #benefits #health #healthcare #healthinsurance #selffunded #selffunding --- Support this podcast: https://podcasters.spotify.com/pod/show/spencer-harlan-smith/support

"Any time you can reward employees for doing the right thing, to me, it's benefiting the employer group, it's benefitting everybody.” - David Mallen You can provide employees with the best healthcare benefits in the world, but if they don't know how to navigate the healthcare system, those benefits aren't very effective. David Mallen, EVP of Partnerships at HealthJoy, joined me this week in studio to discuss care navigation and how we make benefits plans more effective for employees.  Having personally used Healthjoy, I think there's immense value in a care navigation solution like this; we need to empower healthcare consumers to understand that they can often get the same/better care for cheaper, both to them and the health plan. Chapters: 00:00:00 Meet David Mallen 00:04:42 From Baseball to Healthcare 00:07:28 Healthcare Advocacy 00:18:56 Personalized Healthcare Navigation 00:21:34 Streamlining Healthcare Benefits 00:23:45 Personalized Patient Care 00:36:03 Enhanced Healthcare Interactions For Patients 00:41:54 Healthcare Experiences That Are Backed By Data 00:47:23 Empowering Consumers To Make Decisions Key Links for Social: @SelfFunded on YouTube for video versions of the podcast and much more - https://www.youtube.com/@SelfFunded Listen on Spotify - https://open.spotify.com/show/1TjmrMrkIj0qSmlwAIevKA?si=068a389925474f02 Listen on Apple Podcasts - https://podcasts.apple.com/us/podcast/self-funded-with-spencer/id1566182286 Follow Spencer on LinkedIn - https://www.linkedin.com/in/spencer-smith-self-funded/ Follow Spencer on Instagram - https://www.instagram.com/selffundedwithspencer/ Key Words:  HealthJoy, Healthcare Tech, Care Navigation, Digital Healthcare, virtual care, Wellness, wellness programs, baseball, advocacy, advocate, Healthcare Integration, FitnessJourney, Telemedicine, Member Experience, Future Healthcare, Preventive Health, podcast, benefits, health, healthcare, health insurance, self funded, self funding #HealthJoy #HealthcareTech #CareNavigation #DigitalHealthcare #virtualcare #Wellness #wellnessprograms #baseball #advocacy #advocate #HealthcareIntegration #FitnessJourney #Telemedicine #MemberExperience #FutureHealthcare #PreventiveHealth #podcast #benefits #health #healthcare #healthinsurance #selffunded #selffunding --- Support this podcast: https://podcasters.spotify.com/pod/show/spencer-harlan-smith/support

“Stay authentic to your path.” - Jill NowackiThank you for tuning in to episode 200 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com.My guest on today's show is Jill Nowacki, President and CEO of Humanidei. As we celebrate our milestone of 200 episodes, Jill and I reflect on 2024 (and her becoming co-host in 2025). We discuss the changing human expectations, pace of change, and transformational change within credit unions in 2024. As we look to the future, we explore the critical role vision plays in strategic planning.During our conversation, Jill discusses how the shifting dynamics of the workforce are increasingly shaped by the need to prioritize human expectations. She talks about the common traits among thriving credit unions and what makes a resilient leadership team. Jill advises listeners to take a moment to celebrate the wins and lessons learned in 2024.As we wrap up the show, Jill talks about becoming the co-host of the podcast, the topics she's looking forward to discussing, and her dream guest for the podcast. She also talks about her favorite Christmas movie and who she thinks about when she hears the word “success”.With Jill joining next season as co-host, we welcome fresh energy and insightful dialogues, so here's to what lies ahead. Enjoy my latest conversation with Jill Nowacki!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 Jill:Jill Nowacki, President and CEO of Humanideihumanidei.comJill: LinkedInHumanidei: LinkedIn | Facebook | Instagram | X

“We spend our time educating credit unions about using SERPs to attract and retain the talent they need to remain competitive.” - Bernie WinneThank 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 Bernie Winne, Regional VP of Modern Capital Executive Solutions. Bernie shares candidly about his entry into credit unions, and the decades-long career that followed, spanning various roles including CEO of the Boston Firefighters Credit Union. Modern Capital works with credit unions to provide cost-effective benefits plans designed to attract and retain talented leaders.During our conversation, Bernie discusses the core functions of Modern Capital, and how their investments can provide credit unions with better returns when used for executive compensation, charitable donations, and employee benefits. Bernie talks about the strategic importance of Supplemental Executive Retirement Plans (SERPs) as a critical tool for attracting and retaining top executive talent. He explains how Modern Capital tailors its approach to meet credit unions where they are, whether they're already adept in their investment strategies or just beginning to explore them.As we wrap up the episode, Bernie talks about a great leader he learned from, the one experience he loved spending money on each year, and his favorite city to visit. Enjoy my conversation with Bernie Winne!Find the full show notes on cuinsight.com.Connect with Bernie:Bernie Winne, Regional VP of Modern Capital Executive Solutionsmoderncap.comBernie: LinkedInModern Capital Executive Solutions: LinkedIn | Facebook

“Our job is to encourage credit unions to reach underserved markets and show them how it can be a huge growth strategy.” - Cathie MahonThank you for tuning in to episode 199 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Cathie Mahon, President and CEO at Inclusiv. Cathie ​​shares her career journey in credit unions that began over 30 years ago. She is deeply rooted in her passion for organizing and empowering underserved communities. From her early days as an intern during a pivotal time in Los Angeles to her leadership role in New York City's Office of Financial Empowerment, Cathie has been on a mission to ensure financial inclusion for all.During our conversation, Cathie discusses her experience at the SACCA Congress in Kenya, exploring the global cooperative movement and the significant lessons we can learn from African SACCOs. We discuss the challenges and opportunities within the credit union industry, particularly the role of “hyper-local” credit unions making substantial community impacts. Cathie also mentions the Clean Communities Investment Accelerator and its goal to provide funds to community lenders—helping them lend to clean energy projects in low-income communities.As we wrap up the show, Cathie shares how she balances work and her personal life, some book recommendations, and the best advice she received. Enjoy my conversation with Cathie Mahon!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Cathie:Cathie Mahon, President and CEO at Inclusivinclusiv.orgCathie: LinkedInInclusiv: LinkedIn | Facebook | X

“Our goal is to help credit unions advance in their digital technology journey.” - Wes ZaunerThank 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 Wes Zauner, VP of Product at MeridianLink. Wes shares his career journey that led him to his current role. Together, we discuss the evolving landscape of credit unions and the pressing need for digital progression. With solutions to grow deposits, enhance lending, streamline collections, and deliver data-driven personalized experiences, the MeridianLink team is helping credit unions operationalize digital transformation.During our conversation, Wes and I discuss how credit unions can modernize their systems and embrace solutions that truly enhance the member experience. He believes digital transformation should be viewed as an ongoing journey and shares why MeridianLink views it as digital progression. Wes explains the concept of a digital blueprint, focusing on five key areas: process automation, member experience, share of wallet growth, data centricity, and instant decisioning. MeridianLink supports credit unions in identifying their goals and creating a digital blueprint for ongoing digital progression and growth.As we wrap up the episode, Wes shares a leader who made a great impact in his life, a city he enjoys traveling to that is full of history, and how routines allow him to balance work life and his personal life. Enjoy my conversation with Wes ZaunerFind the full show notes on cuinsight.com.Connect with Wes:Wes Zauner, VP of Product at MeridianLinkmeridianlink.comWes: LinkedInMeridianLink: LinkedIn | Instagram | Facebook | X

Brought to you by Perform Better Check out the CURRENT SALE at PerformBetter.com Highlights of Episode 390   The StrengthCoach.com Coaches Corner with Coach Boyle We spoke about: Why he apologizes to his staff often Similarities in Fundamental Patterns across sports The machine debate "Maximizing the Member Experience"  Brought to you by Naamly Sumit talks about a simple shift in language that can make all the difference in how your members feel about their experience, even when things go wrong Naamly is the member experience platform for modern training gyms - It puts all of your communication with your members in one place, allowing you to keep track of that communication, so important for retention.  Get the Exclusive Naamly Fitness Business Boost Bundle BOOST #1 - Checklist: 51 Ways to acquire clients WITHOUT running ads. Use these to Increase your revenue. BOOST #2 - Cheatsheet: 12 Places to look to hire STAR Trainers. Recruiting will no longer be a challenge! BOOST #3 - Guide:9 Secrets to Increase Your Retention.Focus on these to grow consistent profitability. Click here to get the Bundle Common Myths & Misconceptions of Testosterone Replacement Therapy Get $200 OFF the SilverBackSummit with the code ALIG200 Use the code ALIG200 for $200 OFF at SilverBackSummit.com Thanks for Listening!

“A good leader will create conversation by being honest about what they believe, even if they know people will disagree with it.” - Sekou BermissThank you for tuning in to episode 198 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Sekou Bermiss, Associate Professor of Strategy and Entrepreneurship at the Kenan-Flagler Business School on the campus of the University of North Carolina at Chapel Hill. Sekou is also the next keynote speaker for the upcoming CUInsight Mini-Con: Winter Event. He shares some compelling insights about his journey from a chemical engineer to a well-respected strategist and academic. His unique perspective offers listeners a look into the complex challenges and opportunities facing the credit union industry today.During our conversation, we discuss the talent shortage, particularly in IT, with Sekou emphasizing how credit unions can appeal to younger generations who are drawn to social responsibility. Sekou explains the significance of being resilient and adaptable in today's environment, and talks about the common traits in organizations that do that well. Listen as Sekou explains how credit unions can foster resilience and innovation by creating a culture that encourages experimentation—allowing them to remain relevant and thrive amidst constant change.As we wrap up the show, Sekou talks about trying new things to stay relevant, he lists his current favorite reads and shares his all-time favorite albums. Enjoy our conversation and don't forget to register for the CUInsight Mini-Con: Winter Event to hear more from Sekou Bermiss!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Sekou:Sekou Bermiss, Associate Professor at University of North Carolina at Chapel Hill, Kenan-Flagler Business Schoolkenan-flagler.unc.eduSekou: LinkedIn | InstagramUniversity of North Carolina at Chapel Hill: LinkedIn | Facebook | Instagram | TikTok | YouTube

“Continue to drive impact and innovation for credit unions, to change lives.” - Chuck LongThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of 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 Chuck Long, General Manager at Zogo. Chuck shares his career journey that led him to his current role. Zogo is transforming financial education with its innovative product suite, designed to empower communities and strengthen credit unions. Listen as Chuck and I explore the intersection of technology, education, and financial wellness in the credit union industry. During our conversation, Chuck explains how Zogo's gamified content and personalized learning pathways help members understand important financial concepts, making education accessible and engaging. He emphasizes the importance of digital innovation when it comes to retaining members and shares how credit unions are uniquely positioned to offer personalized service and community support. As we look to the future, Zogo continues to enhance its products to meet the needs of credit unions and their members, improving financial health and creating a lasting impact.As we wrap up the episode, Chuck shouts out the amazing leaders at Zogo, where he enjoys traveling for work, and shares a book recommendation. Enjoy my conversation with Chuck Long!Find the full show notes on cuinsight.com.Connect with Chuck:Chuck Long, General Manager at Zogochuck.long@zogofinance.comzogo.com Chuck: LinkedInZogo: LinkedIn | Instagram | Facebook

In this episode, Sherri Crandall chats with Membership Manager and Executive Leadership Coach, Stacey Morgan, all about the new MomCo Member Experience. Log into your account at themom.co today to see all the new exciting things we have for you! Not a member? Visit themom.co and sign up today.Learn more about The MomCo!Find a group online or in person near you.

“Learn to listen and be a collaborator.” - Renée SattiewhiteThank you for tuning in to episode 197 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Renée Sattiewhite, President and CEO of the African-American Credit Union Coalition (AACUC). This conversation is held on-site at SACCA Congress in Kenya, surrounded by an influential group of 32 individuals from the U.S. credit union system. Renée shares what inspired her to bring this diverse group to Kenya, stemming from her experiences at previous congresses and her passion for fostering connections and future growth.During our conversation, Renée talks about the unique insights gained from international perspectives. She shares the vast value of learning from different cultures to improve our practices for the communities we serve. We discuss how ACCOSCA's commitment to inclusivity is evident through their efforts. Renée discusses strategies for developing a pipeline of diverse leaders and the significance of mentorship in nurturing the next generation. Listen as we explore the joys of international collaboration, the power of community, and the challenges we face as an industry, which also serve as opportunities for growth and lasting change.As we wrap up the show, Renée shares who she thinks of when she hears the word, success. She shares book recommendations and provides advice to all listeners. Enjoy my conversation with Renée Sattiewhite!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Renée:Renée Sattiewhite, President & CEO at AACUCaacuc.orgRenée: LinkedInAACUC: LinkedIn | Facebook | Instagram | X | YouTube

Infermedica's Chief Commercial Officer, Amanda Bury, joins Becker's Healthcare to discuss how AI is revolutionizing healthcare. We explore how AI is influencing member experience, its impact on health systems, and the importance of responsible innovation in an era of rapid technological advancement. We also delve into maximizing ROI in digital health and ensuring patients benefit from this transformative technology.This episode is sponsored by Infermedica.

“Innovation is a game changer.” - Mark BugalskiThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of 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 Mark Bugalski, Executive VP and Chief Growth Officer at Allied Solutions. Mark brings over three decades of experience to the industry and shares his career journey that led him to his current role. Allied Solutions is focused on using technology-based solutions to help clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition.During our conversation, Mark shares how Allied Solutions' business model is designed to help credit unions grow and serve members, regardless of economic conditions. He explains how credit unions can navigate today's challenging economic landscape by focusing on mitigating risks and optimizing non-interest income. As we look to the future, Allied Solutions is focused on innovating to continue supporting credit unions and providing them with tools for growth and longevity. As we wrap up the episode, Mark shares the many reasons he admires Pete Hilger's leadership, his love for a 1972 Oldsmobile Cutlass, and his book recommendation. Enjoy my conversation with Mark Bugalski!Find the full show notes on cuinsight.com.Connect with Mark:Mark Bugalski, Executive VP and Chief Growth Officer at Allied Solutionsalliedsolutions.netMark: LinkedInAllied Solutions: LinkedIn | Instagram | Facebook | X

“The biggest thing credit unions need is grit.” - Samantha BeelerThank you for tuning in to episode 196 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Samantha Beeler, President of LSCU & Affiliates. Samantha shares the career journey that led her to credit unions and her current role. We discuss the challenges credit unions face while also exploring exciting new ventures and expansion opportunities. Samantha admires the grit and resilience of the credit union industry and how we unite to move our industry forward.During our conversation, Samantha shares the lasting impact mentors have had on her career and advises those working towards a leadership role. She expresses the value in fostering a culture of openness where where everyone feels valued and heard. When it comes to feedback, the LSCU & Affiliates team shares common language to create a fast to fail, quick to learn culture. Listen as we discuss ways to drive our industry forward through collaboration, innovation, and inspiration.As we wrap up the show, listen as Samantha shares how she finds harmony in balancing work and family life, some audio book recommendations, and who her favorite superhero is. Enjoy my conversation with Samantha Beeler!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Samantha:Samantha Beeler, President of LSCU & Affiliateslscu.coopSamantha: LinkedInLSCU: LinkedIn | Facebook | YouTube | X

On this episode of the Astonishing Healthcare podcast, Capital Rx's Samantha Custer, Director of Member Experience, and Jake Mulkey, Product Manager, join host Justin Venneri to discuss a niche, important aspect of Medicare Part D plans: Transition Benefits. What goes on behind the scenes to enable a plan member to receive uninterrupted care? What role does modern software - i.e., JUDI® - play in providing members with a temporary supply of their medication and meeting notification requirements? What makes for a great relationship between product teams and other business units?To answer these questions and more, Sam and Jake explain everything from how processes can be built into the adjudication process in JUDI in real time to the exchange of data and reporting surrounding the notifications that must be sent to plan members, per CMS requirements. Sam also explains how flexible JUDI is and that if CMS issues changes to any one part of the process, they can be adhered to "quickly and easily," or if commercial clients want to leverage the setup, it's no problem. Jake shares his views on building products in a modern platform and some things he's learned over the years that make for a good working relationship between product and other teams.Related ContentAH005 - Star Ratings, MTM, & CMS Translation Requirements with Jay Tran, PharmDPharmacy Benefits 101: Medicare Star Ratings‍How Our Favorite New JUDI® Features Aid Pharmacy Benefit AdministrationHow Our Favorite New JUDI® Features Aid Government ProgramsFor more information about Capital Rx and this episode, please visit Capital Rx Insights.

Brought to you by Perform Better Check out the CURRENT SALE at PerformBetter.com Highlights of Episode 388 "Hit the Gym with a Strength Coach" Amber Kivett, founder, Kivett Kinetic Solutions We spoke about: How she got herself out of pain  Fascia and it's role in pain Getting client buy-in to help them The 6 things that make fascia angry Much more     The StrengthCoach.com Coaches Corner with Coach Boyle We spoke about: What happened to Sports Hernias Programming The Strength Coach's role in Athlete Compliance "Maximizing the Member Experience"  Brought to you by Naamly Sumit talks about dealing with challenges that life throws at you (which he has been dealing with some himself over the last few months) and how you can use the A.C.E. Method to get you through Naamly is the member experience platform for modern training gyms - It puts all of your communication with your members in one place, allowing you to keep track of that communication, so important for retention.  Get the Exclusive Naamly Fitness Business Boost Bundle BOOST #1 - Checklist: 51 Ways to acquire clients WITHOUT running ads. Use these to Increase your revenue. BOOST #2 - Cheatsheet: 12 Places to look to hire STAR Trainers. Recruiting will no longer be a challenge! BOOST #3 - Guide:9 Secrets to Increase Your Retention.Focus on these to grow consistent profitability. Click here to get the Bundle Common Myths & Misconceptions of Testosterone Replacement Therapy   Get $200 OFF the SilverBackSummit with the code ALIG200 Use the code ALIG200 for $200 OFF at SilverBackSummit.com Thanks for Listening!

“As a national trade association, our role is to be on the frontline defending our credit unions so they can make members' lives easier.” - Jason StverakThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of 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 Jason Stverak, Chief Advocacy Officer at the Defense Credit Union Council (DCUC). Jason shares his career journey in politics that led him to his current role. DCUC is the premier resource for credit unions on all military and veteran matters. The team at DCUC provides trusted resources for active duty and veteran members while working on strategic and operational issues, and addressing regulatory and legislative matters. During our conversation, Jason shares his vision for reimagining the advocacy footprint. He discusses the upcoming launch of Defending Credit Unions PAC and National Advocacy Fund, aiming to optimize grassroots efforts on key advocacy initiatives while maintaining a strong influence. The team at DCUC advocates for members throughout their financial lifecycle, ensuring their needs are met. Listen as we discuss the vital role of DCUC as they provide an expert voice on issues affecting credit unions and their members, bringing the military perspective to national and state issues.As we wrap up the episode, Jason shares some book recommendations, the city he enjoys traveling to, to experience different cuisines, and lifehacks for work-life balance.Find the full show notes on cuinsight.com.Connect with Jason:Jason Stverak, Chief Advocacy Officer at Defense Credit Union Councildcuc.orgJason: LinkedInDCUC: LinkedIn | Facebook | YouTube

Jamie Lewsadder & Dan Ramirez meet with CITE Board of Directors President, Antonio Romayor Jr. & CITE Director of Member Experience, Touda Bentatou on what to expect for this year's Annual CITE Conference in San Diego.

In this episode of Leadership on the Links, we explore the inspiring career journey of Alan FitzGerald, a golf course superintendent whose path has taken him from the emerald shores of Ireland to some of the world's top golf courses. Alan shares his experiences growing up around golf courses, his early career at Mount Juliet resort, and his education at Penn State and Loch Lomond. His six-year tenure at Pine Valley and 19 years at Ledgerock prepared him for his current role at Rehoboth Beach Country Club, where he continues to innovate and lead in the field of golf course management. Continuing Education and Innovation Alan's commitment to lifelong learning has been a cornerstone of his success. Earning his Master Greenkeeper certification stands as a key milestone in his career, symbolizing not just his expertise but his dedication to staying ahead in an ever-evolving industry. This pursuit of excellence has driven him to embrace new tools and techniques that continually push the boundaries of golf course management. One standout example is his early adoption of drone spraying technology. Recognizing the potential of drones, Alan integrated this cutting-edge tool to enhance precision and efficiency in maintaining course conditions. By leveraging technology to streamline operations, he has set a new standard for innovation in the industry. Beyond specific tools, Alan emphasizes the importance of staying on top of industry trends. Whether implementing the latest agronomic techniques or exploring new methods for sustainable course management, his proactive approach ensures that he and his team remain leaders in their field. Innovative Staffing Solutions A forward thinker in staffing as well, Alan has found creative ways to address labor challenges while maintaining high standards on the course. His use of the H2B visa program has allowed him to bring in skilled international workers during peak seasons, a strategy that ensures quality and consistency in course management. At the same time, he has also tapped into the experience of retired staff, whose mentorship and practical knowledge have proven invaluable to his team's success. Alan doesn't just rely on conventional methods to recruit and train staff. He is also a strong advocate of the First Green program, an initiative by the Golf Course Superintendents Association of America (GCSAA), which provides students with hands-on learning opportunities in environmental stewardship and golf course management. Through this program, Alan inspires the next generation of golf course professionals, while strengthening ties between the golf community and the public. Industry Engagement and Community Impact Alan's involvement with The First Green program exemplifies his broader vision for the industry. By integrating students into the operations of his course, he fosters a deeper understanding of the environmental practices and career opportunities within golf course management. The program not only serves as a valuable educational tool, but also enhances public relations, showing how golf courses contribute positively to the community. By engaging with the next generation of professionals and creating these meaningful connections, Alan helps bridge the gap between golf course operations and the broader community. His work in this area positions golf courses as community assets, showcasing their role in environmental stewardship and local engagement. Alan FitzGerald's career is a testament to the power of innovation, education, and community engagement. His dedication to adopting new technologies, developing sustainable staffing solutions, and inspiring the next generation continues to set him apart in the industry. As he moves forward in his role at Rehoboth Beach Country Club, Alan's forward-thinking approach ensures that he will remain a leader in golf course management for years to come. Soundbytes: "I think that was part of it, but it was a bit deflating for a while. Over the last 18 months, I applied for several jobs that I thought I could interview for, but I didn't get any." 17:07-18:00 “On the flip side, I was pleasantly surprised by a few things. For example, at LedgeRock, where I built everything from scratch, I thought implementing agronomic practices would be much harder. But, to my surprise, it's been going well so far.” 25:23-25:30 Quotes: "I think the interviews before I've tried to say the right things or do the right things, and I really wasn't myself. In this process, I was myself and in doing that, I took the pressure off myself somewhat." "I think it's great to see younger kids getting excited about the First Green program. However, engaging teenagers has been more challenging than I expected. To keep them interested, it needs to be more than just educational; it must also be challenging and engaging."  "Although our total payroll is close to 40, we only have around 25 staff members here each day. The flexibility in scheduling has been excellent, with up to 16 to 18 people working on weekend mornings. Overall, the setup has worked really well for us." “Leaving a long-term, comfortable position can be challenging, but exploring new opportunities can lead to personal and professional growth.” “Continuously pursuing education and adopting new technologies can help you stay ahead of the curve and improve efficiency.” Links Mentioned in This Episode: Tyler Bloom Consulting: https://tylerbloomconsulting.com/ The First Green - https://www.thefirstgreen.org/ Connect with Alan on LinkedIn: https://www.linkedin.com/in/alangfitzgerald/  

“At the heart of every digital transformation is cultural transformation.” - Michael CrowlThank you for tuning in to episode 195 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Michael Crowl, President & CEO of University Federal Credit Union (UFCU). Michael shares his career journey that led him to credit unions and his current role. He shares the value of curiosity and reflects on pivotal experiences that shaped his leadership style. The team at UFCU understands human-centered design in digital transformation and innovates to be compelling, maintain authenticity, and engage members effectively.During our conversation, Michael shares insights into the evolving financial landscape and emphasizes the need to be compelling and not just relevant in today's fast-paced world. He discusses the importance of transforming technology and culture to maintain authenticity and member engagement. Michael shares the lasting impact mentors have had on his career and advises those working towards a leadership role. Listen as we discuss the value in cultural and digital transformation, the power of curiosity, and authentic leadership that prioritizes others.As we wrap up the show, listen as Michael talks about a new chapter in his life as empty nesters, energy management, and a book he recommends to everyone. Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Michael:Michael Crowl, President & CEO of UFCUufcu.orgMichael: LinkedInUFCU: LinkedIn | Instagram | Facebook | X | Youtube

In the latest episode of Leadership on the Links, we were thrilled to host Eric Schultz, whose career journey and industry insights provide valuable lessons for golf professionals and enthusiasts alike. Eric Schultz's journey and insights provide a wealth of inspiration for anyone in the golf industry. His emphasis on relationships, empathy, and collaboration, combined with his personal anecdotes, make for a compelling and insightful episode. From Humble Beginnings to Prestigious Clubs Eric Schultz's career path is a testament to the unexpected twists that can lead to success. Growing up in Buffalo, NY, with no prior golfing background, Eric initially ventured into various sales and teaching roles. It wasn't until he discovered his passion for the golf industry that his career truly took off. Eric shared how he navigated his way through the golf world, including stints at renowned clubs like Pine Valley, and ultimately found his role as the Director of Golf at Colleton River Club in South Carolina. Eric described his pursuit of a role at Pine Valley where he wasn't actively pursuing the opportunity, but was recommended by the head pro at his club in Florida who had worked at Pine Valley previously. The interview process was informal - he was just told to wear a tie and if he got the job, he'd be the only one interviewing. Pine Valley saw something they liked in him despite his lack of experience.  His story is a reminder that sometimes, the journey to our true calling is filled with diverse experiences that shape who we become. Eric's transition from a non-golfing background to a leadership role in the golf industry illustrates how passion and perseverance can pave the way to achieving one's career aspirations. The Power of Relationships in Golf One of the standout themes from our conversation with Eric was the importance of building and nurturing relationships within the golf industry. Eric emphasized that strong, authentic connections with everyone from superintendents to assistants are crucial for success. At Colleton River Club, Eric has worked diligently to create a warm, supportive environment. He believes in developing his team members and fostering a culture where everyone feels valued, even if they eventually move on to new opportunities. This approach not only enhances team morale but also contributes to a positive and collaborative work atmosphere. Eric focuses on consistency and routines like high performers do. He gives a lot of autonomy to his assistants to make decisions and fail, as long as they learn from it. He tries to understand their goals and enable them to move up in their careers, whether in golf or outside of it. Handling Challenging Course Conditions In a thought-provoking segment, Tyler presented a scenario where members were pressing the superintendent about less-than-ideal course conditions. Eric's advice for handling such situations was grounded in empathy and open communication. He highlighted the importance of understanding the concerns of all stakeholders and working collaboratively to address issues. Eric recommended a problem-solving approach that involves both the golf and agronomy teams, ensuring that solutions are effective and mutually agreeable.  Identify the source of the issues through open communication between golf and agronomy leaders. Clearly explain the reasons behind the problems to members. Develop an action plan and get member buy-in. Invest time to have in-person conversations to turn members into supporters. Soundbytes: "You've got a network of people that you can call on, you have this fraternity of people that you just want to be with and the best of the people that like yourself, you get jazzed up to talk to you you hang up the phone inspired to go to the next thing." 10:37-11:00 "The best professionals inherently have some of the softer skills early on. We can train the hard skills. The best that we hire have the ability to smile and have good soft skills, even if their hard skills are still developing." 33:22-3:50 "The movers and shakers all know each other one way or another. It's all interconnected. The power of three: even if you impact one person, they know three others, and so on. The networking power in this industry is profound." 42:50 - 43:05 Quotes: "Whether I was inspired to stay in it because I kept moving to the next spot, the responsibilities became more, and I spent time with people who I loved and with I loved." "I think there's a lot of laziness around leadership and maybe part of the problem why we have a shortage or went through a period of shortage and people getting enrolled is because we weren't doing a good job encouraging people and nurturing talent." "Building relationships is about finding common ground. Ask about their family, where they went to school. Spending time around the golf shop, asking for a golf lesson, and engaging in the game helps in building better relationships." "The best superintendents and people on the agronomy side that I've seen that network with the golf professionals have some ability to play and fast forward that and say, you know, what does a general Saturday look like? Well, it's mow and go. Well, what does mow and go turn into mow and play with the nine hole, you know, the nine o'clock game and you did that once a month." Links Mentioned in This Episode: Tyler Bloom Consulting: https://tylerbloomconsulting.com/ Connect with Eric on LinkedIn: https://www.linkedin.com/in/eric-schultz-3b687443/I

“Get curious about your organization and what your communities need.” - Pixie GrayThank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of 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 Pixie Gray, VP of Organizational Development at CUES. Pixie shares her career journey that led her to her current role. CUES provides leadership and professional development services to C-suite executives, board members, HR leaders, and emerging leaders in the credit union industry. The team at CUES is dedicated to the growth, development, and success of our movement.During our conversation, Pixie explains how CUES stands out in the crowded market of leadership development by offering training that is tailored to the unique needs of credit unions. She highlights the importance of staying relevant in an ever-changing environment, discussing the need for fresh perspectives to ensure the continued success of credit unions. As we look to the future, CUES is focused on elevating its offerings to continue meeting and exceeding the needs of the industry.As we wrap up the episode, Pixie talks about a credit union leader who left a lasting impact on her and the industry as a whole. She enjoys new and exciting dining experiences and shares tips to find balance in life. Find the full show notes on cuinsight.com.Connect with Pixie:Pixie Gray, VP of Organizational Development at CUESpixie@cues.orgcues.orgPixie: LinkedInCUES: LinkedIn | Instagram | Facebook | X

In this episode, we welcome Aneisha Johnson, Director of Member Experience & Retention for the Jacksonville Jaguars. Aneisha shares her incredible career journey, starting out in Inside Sales for the Minnesota T-Wolves where she developed a love for relationship selling and service. That foundation launched her career forward to Florida where she has blazed a remarkable path into leadership giving her the opportunity to invest in the growth and development of others and provide extraordinary experiences for many clients and members. 

“When we take a minute to help ourselves, that leaves us in a better place to support others.” - Robbie YoungThank you for tuning in to episode 193 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Robbie Young, VP of Strategic Growth at CUInsight, and advocate for mental health awareness. Robbie shares her story explaining the “why” behind her passion for mental health awareness. She offers heartfelt insights that emphasize why it's so important to have open and honest dialogue around mental health.During our conversation, We explore practical ways that leaders can initiate conversations, break down stigmas, and create spaces where individuals feel seen, heard, and supported. Robbie shares valuable resources available to credit unions to provide mental health awareness and support their teams. She discusses ways to create a culture that values and recognizes mental health and shares how to measure the effectiveness of our efforts. Listen as we discuss ways to have conversations around mental health, create change for the better, and stay relevant for the future.As we wrap up the show, listen in as Robbie shares the last time she was amazed during a Global Women's Leadership Network event, a book she highly recommends, and lets everyone know how much they matter.Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Robbie:Robbie Young, VP of Strategic Growth at CUInsightcuinsight.comRobbie: LinkedInCUInsight: LinkedIn | Instagram | Facebook | YouTube | X

NABIP Membership Chair Leslie Shelton discusses her journey into the insurance business and her passion for membership. She emphasizes the importance of making new members feel welcome and supported, and shares strategies for improving the member experience. Shelton also highlights the social aspect of NABIP and the value of networking and building relationships within the industry. She encourages members to spread the word about NABIP and offers tips for approaching potential new members. Shelton concludes by discussing upcoming events and the future of NABIP.

“Trust exists at the crossroads of confidence and empathy.” - Pamela BarnumThank you for tuning in to episode 191 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Pamela Barnum, Trust and Nonverbal Communication Expert and keynote speaker for the upcoming CUInsight Mini-Con event. Pamela shares her career journey as a former undercover police officer and federal prosecuting attorney. She leverages her law enforcement background to teach leaders strategies to build trust, improve negotiations, and increase sales through intentional communication and body language. We are so excited to have Pamela as the keynote speaker for the next CUInsight Mini-Con event,  register today!During our conversation, Pamela discusses the “First” principles of leadership as it relates to tactical influence. She explains how to build and maintain trust along with the crucial role of empathy in leadership. Pamela explores common pitfalls in communication and how leaders can better connect with their teams and members by understanding nonverbal cues and practicing effective listening. Listen as we discuss the power of trust, communication, and empathy to build a stronger, more productive, and more engaged culture.As we wrap up the show, listen in as Pamela talks about creating routines, journaling, and improving each day along with some books she recommends. Enjoy my conversation with Pamela Barnum.Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Pamela:Pamela Barnum, Trust and Nonverbal Communication Expertpamelabarnum.comPamela: LinkedIn | Instagram

“As credit unions, what we do and why we do it, is incredibly important.” - Leigh BradyThank you for tuning in to episode 191 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Leigh Brady, President & CEO of State Employees Credit Union (SECU) in North Carolina. Leigh shares her career journey that started at SECU over 36 years ago, having grown through the ranks to becoming the President and CEO. Leigh believes people are our biggest strength and the difference makers within the financial services industry.During our conversation, Leigh discusses challenges credit unions face today and how we can overcome them. She expresses the value in taking risks and innovating to meet members needs based on feedback. Leigh shares the lasting impact mentors have had on her career and advises those working towards a leadership role. Listen as we discuss the power of people, servant leadership, and innovating to drive our movement forward.As we wrap up the show, listen as Leigh talks about her dad and his positive impact on others, being intentional with your time, and her book recommendation. Enjoy my conversation with Leigh Brady!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Leigh:Leigh Brady, President & CEO of State Employees' Credit Unionncsecu.orgLeigh: LinkedInSECU: LinkedIn | Instagram | Facebook | YouTube

In this special bonus episode of the Goals with Soul Summit, Kate sits down with Live By Design Collective member, Shelly, to hear about her transformative experience in the community!Shelly shares how the Collective has helped her:Find a supportive and non-judgmental group of like-minded womenDiscover new healthy habits and passions, like strength trainingLearn and grow through monthly topics and focused discussionsReflect on her progress and celebrate her successesFeel empowered to make positive changes in her lifeIf you're feeling hesitant about joining the Collective, Shelly encourages you to "jump in and try it," emphasizing the welcoming and supportive nature of the community.⭐ Ready to embark on your own transformative journey? ⭐Claim your spot in the Live By Design Collective today and use code "goalswithsoul24" at checkout to unlock your exclusive summit 50% off discount, and lock-in this reduced price for forever!It's time to invest in yourself and create a life that truly lights you up. Visit www.mskatehouse.com/lbdcollective and let's get started!---Ready to ditch the overwhelm and create a life that truly lights you up? ✨Join the FREE Goals with Soul Summit, starting July 22nd, and discover how to: Stop overthinking and start taking inspired action Release perfectionism and embrace the messy beauty of growth Ditch the overwhelm and create a sustainable path towards your dreams Implement small, soulful habits that bring you joy and results Shift your mindset from scarcity to abundance and possibility Imagine feeling empowered, focused, and excited about your future. Imagine waking up each day with a clear vision and a plan to make your dreams a reality! That's what the Goals with Soul Summit is all about. And it's waiting for you, friend! Grab your free ticket today to reserve your spot and join a community of incredible women who are ready to make this year their best one yet!⚡ www.goalswithsoulsummit.com ⚡

“We have to listen to people to understand their experience.” - Jill NowackiThank you for tuning in to episode 190 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation's premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.My guest on today's show is Jill Nowacki, Founder, President & CEO of Humanidei. Jill shares how she started her career in credit unions over 20 years ago and reflects on the last five years since Humanidei was developed. Credit unions work with Humanidei to integrate their most important asset, human capital, into organizational growth plans to win the war for talent. During our conversation, Jill discusses being optimistic when facing one of the industry's biggest challenges—the pace of changing complexities in running an organization and how to keep teams aligned and moving forward. She shares the value in providing autonomy to employees and members to create a frictionless and high-performing experience. Jill notes the key to receiving insightful feedback is asking open-ended questions. Listen as we discuss how to remove friction and create more meaningful experiences for employees and members.As we wrap up the show, listen as Jill talks about self-growth, her excitement for traveling this summer with family, and what book she is getting ready to read with her team. Enjoy my conversation with Jill Nowacki!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 Jill:Jill Nowacki, President & CEO of Humanideihumanidei.comJill: LinkedIn | Instagram | XHumanidei: LinkedIn | Instagram | Facebook | X 

“It takes five percent of people to make a difference.” - John Hope BryantThank you for tuning in to episode 189 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity.  Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is John Hope Bryant; Founder, Chairman, & CEO of Operation HOPE. He acted as the Vice Chairman of the President's Advisory Council on Financial Literacy and he's the author of a best-selling book Financial Literacy for All. John shares life experiences that drove him to a career in promoting financial literacy. Operation HOPE is the largest financial literacy coaching organization in America. During our conversation, John talks about the importance of financial literacy and ways to improve financial dignity in our communities and nationwide. He shares ways credit union leaders can become better equipped to empower employees and educate members in becoming financially healthy. Operation HOPE strives to find new and innovative ways to promote financial literacy for all and advance economic opportunity by providing people with the tools needed to reach their goals. Listen as John talks about making financial literacy a non-negotiable priority.As we wrap up the episode, John talks about remembering the best advice he's received, listening to Quincy Jones, and loving the work he does. Enjoy my conversation with John Hope Bryant!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find John:John Hope Bryant; Founder, Chairman, & CEO of Operation HOPEjhbhope@operationhope.org operationhope.org John: LinkedIn Operation HOPE: LinkedIn | Instagram | Facebook | X