Podcasts about summit credit union

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In this episode of Money Smarts, a podcast of Summit Credit Union, we talk with a certified credit union financial counselor about how to aim to thrive, instead of just survive. How you feel about money and your relationship with money is going to affect your ability to achieve your financial goals. Learn how to start feeling empowered, excited and confident about your financial wellness.

In this episode of Money Smarts, a podcast of Summit Credit Union, we talk about how finances can impact your wellness. The idea of wellness includes more than just physical or mental aspects - and money problems can impact your overall wellness. There's a statistic that says 72% of us are stressed out about our money. Find out how to reduce that financial stress and be more financially well. Our financial wellness experts provide insight and actionable tips.

On the newest episode of “In the Room w/ Todd Marksberry”, this week's guest is Kim Sponem, CEO and President of Summit Credit Union. She walks us through all her accomplishments and successes in the industry, figuring out how CEOs think, and more, including:  The Leadership Corner (10:00 – 23:00): Todd and Kim discuss the “seasons” of being a CEO and what that means. Kim describes what to do when you make mistakes and how to overcome and learn from them.  The Curiosity Credenza (24:00 – 51:00): Todd and Kim dive into her background in marketing and emphasizing how those strengths have served her well. We also get to hear the importance of stories, and Kim gives a heartwarming example.  The Colors of Life (52:00 – 1:03:00): Kim gives a shoutout to her amazing senior management team for their incredible talent and selflessness. She also sings praises for her support system at home and all they've done for her. We also get to hear some of the coolest things about Wisconsin! Advice from the Experts (1:04:00 – 1:05:00): To chase after that thing that gives you purpose, you need to be curious, and learn from everybody that you meet. Actively listen and be curious in your learning journey…let yourself be uncomfortable!  Enjoy listening to… In the Room w/ Todd Marksberry 

In this episode of Money Smarts, a podcast from Summit Credit Union, we talk about popular scams and how fraudsters trick you into sharing information you shouldn't. Learn about these common scams and get tips to protect yourself from fraud with Lisa Ryerson, one of Summit Credit Union's fraud specialists.

In this episode of Money Smart, a podcast of Summit Credit Union, we’re talking with Season 11 Project Money participant’s Jeff & Sue about how they saved $36K in 9 months through the guidance of a Summit Financial Coach to reduce their stress and live their dreams.

Shortly before the coronavirus pandemic took center stage, thousands of credit union leaders gathered at the 2020 CUNA Governmental Affairs Conference in Washington, D.C. Much of the discussion during the event centered on how credit unions make an impact on members’ lives and improve their financial well-being. This episode, recorded during the 2020 CUNA Governmental Affairs Conference, features how three credit union leaders go above and beyond to improve members’ financial well-being:Linda Voit, assistant vice president, internal communications, for Summit Credit Union, Madison, Wis. She discusses Summit's award-winning financial education programs, including Project Money.Luis Peralta, chief strategy officer for Kinecta Federal Credit Union, Manhattan Beach, Calif. He outlines the credit union's small-dollar consolidation loans.Dale Livingston, senior vice president of lending for Kohler (Wis.) Credit Union, who details the credit union's efforts to serve the underserved.

Co-hosts Dave Franchino and Stefanie Norvaisas talk with Kim Sponem, President & CEO of Summit Credit Union, one of Wisconsin's largest credit unions. Kim talks about Summit's member-driven focus on innovation and the importance of creating fun in the workplace to nurture innovation.

In this episode of Money Smarts, a podcast of Summit Credit Union, we're talking with a collections specialist to debunk common myths, understand how the process works and learn why it's so important to work with them. In the end, we want to be a money mentor and provide help.

In this episode of Money Smarts, a podcast of Summit Credit Union, we talk with a local mom who gave up her day job to follow her dream - even though she quit for a little while, she never gave up. Hear how she brought her business plan to life as a successful small business owner who now supports other entrepreneurs and continues to instill the entrepreneurial spirit in her children.

In this episode of Money Smarts, a podcast of Summit Credit Union, learn what to do when your side hustle becomes something more. Our financial experts share insight on how and when to open a business banking account. Plus, find out what other types of help your financial institution can provide when your hobby grows into a business.

In this episode of Money Smarts, a podcast of Summit Credit Union, we're discussing tips you can use to prepare your teen for financial independence. By creating solid money habits at a young age, you can set your kids up for a successful financial future.

In this episode of Money Smarts, a podcast of Summit Credit Union, we're talking about resources to help you start a business, manage your business so that you can grow it, and then help grow your leaders. We recently sat down with Julie Wood, the education program manager and Youth Entrepreneur Camp director for UW-Madison Small Business Development Center, who gave insight into a free online class on the first steps to starting your business and other resources that can help you turn your small business dreams into a reality.

Wisconsin's one of 7 states that have yet to hit the 90% mark when it comes to corn planting.  For most Wisconsin operators - that window has now closed. Bryce Knorr, Farm Futures analyst, gives an update on the markets take on the latest numbers. Farm women need to take control of the farm finances and personal finance habits.  Amy Crowe, Financial Education Specialist with Summit Credit Union, explains what they need to do first. See omnystudio.com/listener for privacy information.

In this episode of Money Smarts, a podcast of Summit Credit Union, we're talking with a financial coach who's helped people like you go from living paycheck to paycheck or feeling stressed about money to living their goals and dreams within a year. Listen to learn how you can find the money to reach your goals.

In this episode of Money Smarts, a podcast of Summit Credit Union, we're talking about simplifying the home buying process. We recently sat down with Debbie Olson, a mortgage lending officer with more than 20 years of experience, to get answers to the most commonly asked home buying questions and to help you make the right mortgage money moves when you're ready.

In this episode of Money Smarts, a podcast of Summit Credit Union, we're talking about how decluttering your home can actually set you up to achieve your goals and dreams in life. We recently sat down with Nicole Gruter, owner of the small business, Positive Space. For the past ten years, Nicole has been going through every stage of decluttering, downsizing, and letting go. For her, it’s been a powerful journey that led to a career change, a massive amount of debt paid off, and so much more.

How would you like to take your credit union’s annual meeting to the next level? That’s what Summit Credit Union in Madison, Wisconsin has done the last few years, evolving their meeting into a popular member appreciation event, drawing over 3,000 people. To learn more, on this episode you’ll hear from Jody Stolldorf at Summit about how they moved from a traditional annual meeting to "Summit Fest" with kids’ obstacle races, a meal, great giveaways, a pay it forward activity and much more in a local ballpark. We also talk about Summit’s unique Co-op Connection event in October that highlights different cooperatives in their community. To learn more and see pictures, visit: https://blog.ncuf.coop/2017/09/murmurings-podcast-33-annual-meeting-success-with-summit-credit-union/

Click here to play audio: Pay It Forward David Overlin receives $10 to give away at Summit Credit Union in Fitchburg This story aired June 9, 2009 on Wisconsin Public Radio James_001>> Several weeks ago David Overlin was given a $10 bill. He was one of few thousand people in Southern Wisconsin asked by Summit Credit Union to pay the money forward. In other words, Overlin was tasked with giving the cash away to someone who could use it more than he could. Overlin_001> This is wonderful. This is quite a surprise for my day. James>> So you just got $10. What are you going to do with it? Overlin>> I'm going to give it to the United Way. That's what they gave it to me for.” James_002>> At select branches, anyone who came into the credit union at A particular day and time was given a crisp $10 bill to give away. But coming from a bank charity, that doesn't sound like a lot of money. Overlin_002> It doesn't, but hopefully they'll give away a lot of $10s to people. Hopefully everybody gives it away so that would be nice.” James_003> Actually Summit Credit Union aims to give away much more than that. Called Pay It Forward, the program aspires to stimulate the spirit of philanthropic giving among ordinary people. Campaign coordinator Alexis Endicott says they plan to do this at each of Summit's 20 locations. Endicott_001>> It's $1000 per branch so it's $20,000. It could affect 5 or 6 different markets that we're in and have an impact on schools or charities or just promote goodwill around each of those communities. James_004>> Summit Credit Union's offices include ones IN Madison, Beaver Dam, Baraboo, Lake Mills and Portage. And for some, these seemingly small contributions will go far beyond their local communities. Kari Myarland is among three residents in the town of Fitchburg who decided to support an overseas relief organization. Myarland_001>> We decided to pool our money and invest in Heifer International. It's a philanthropic organization where you can actually buy animals and other things that you can pledge to other communities or countries. We're buying a goat in Honduras so that we can provide a sustainable donation rather than something that's consumable.” James_006>> Sharing in the goat donation Karen Gaustad says the money offered up by Summit Credit Union helped her continue and expand her current levels of charitable giving. Karen Gaustad  _001> Well when I find the right source for giving, I always try to do something like that. This was easy to do. It that made it relatively painless accept for the video. James_007> Oh yeah, there's one other catch. Everyone who received a $10 bill was asked to make a short video declaration of how they plan to pay it forward. Posted on the Summit Credit Union web site each video can be viewed online by friends, family and interested observers…then voted on. AGAIN, coordinator Alexis Endicott: Endicott_003 It's a rating system similar to You-Tube. The top rated video will win $500 for themselves and $500 for a charity of their choice.” James_008> Jeanan Yasiri, Executive Director of the UW Center for Nonprofits, said the Pay it Forward program is a good community gesture to promote individual charitable giving in tough economic times. Yasiri_002>> The other thing that summit is doing that's pretty important is they're handing $10 to someone. But it's then going to cause that individual to think about, “Oh, where can I give this?” And then, “Do I have the capacity to maybe match that with my own $10.” All of the sudden the gift is doubled. And the amount is really relative. It just engages that person in thinking about how they want to gift. James_00>> You can vote for your favorite Pay It Forward video until June 15th at www.summitcreditunion.com For Wisconsin Public Radio, This is James Mills

Click here to play audio: Pay It Forward David Overlin receives $10 to give away at Summit Credit Union in Fitchburg This story aired June 9, 2009 on Wisconsin Public Radio James_001>> Several weeks ago David Overlin was given a $10 bill. He was one of few thousand people in Southern Wisconsin asked by Summit Credit Union to pay the money forward. In other words, Overlin was tasked with giving the cash away to someone who could use it more than he could. Overlin_001> This is wonderful. This is quite a surprise for my day. James>> So you just got $10. What are you going to do with it? Overlin>> I'm going to give it to the United Way. That's what they gave it to me for.” James_002>> At select branches, anyone who came into the credit union at A particular day and time was given a crisp $10 bill to give away. But coming from a bank charity, that doesn't sound like a lot of money. Overlin_002> It doesn't, but hopefully they'll give away a lot of $10s to people. Hopefully everybody gives it away so that would be nice.” James_003> Actually Summit Credit Union aims to give away much more than that. Called Pay It Forward, the program aspires to stimulate the spirit of philanthropic giving among ordinary people. Campaign coordinator Alexis Endicott says they plan to do this at each of Summit's 20 locations. Endicott_001>> It's $1000 per branch so it's $20,000. It could affect 5 or 6 different markets that we're in and have an impact on schools or charities or just promote goodwill around each of those communities. James_004>> Summit Credit Union's offices include ones IN Madison, Beaver Dam, Baraboo, Lake Mills and Portage. And for some, these seemingly small contributions will go far beyond their local communities. Kari Myarland is among three residents in the town of Fitchburg who decided to support an overseas relief organization. Myarland_001>> We decided to pool our money and invest in Heifer International. It's a philanthropic organization where you can actually buy animals and other things that you can pledge to other communities or countries. We're buying a goat in Honduras so that we can provide a sustainable donation rather than something that's consumable.” James_006>> Sharing in the goat donation Karen Gaustad says the money offered up by Summit Credit Union helped her continue and expand her current levels of charitable giving. Karen Gaustad  _001> Well when I find the right source for giving, I always try to do something like that. This was easy to do. It that made it relatively painless accept for the video. James_007> Oh yeah, there's one other catch. Everyone who received a $10 bill was asked to make a short video declaration of how they plan to pay it forward. Posted on the Summit Credit Union web site each video can be viewed online by friends, family and interested observers…then voted on. AGAIN, coordinator Alexis Endicott: Endicott_003 It's a rating system similar to You-Tube. The top rated video will win $500 for themselves and $500 for a charity of their choice.” James_008> Jeanan Yasiri, Executive Director of the UW Center for Nonprofits, said the Pay it Forward program is a good community gesture to promote individual charitable giving in tough economic times. Yasiri_002>> The other thing that summit is doing that's pretty important is they're handing $10 to someone. But it's then going to cause that individual to think about, “Oh, where can I give this?” And then, “Do I have the capacity to maybe match that with my own $10.” All of the sudden the gift is doubled. And the amount is really relative. It just engages that person in thinking about how they want to gift. James_00>> You can vote for your favorite Pay It Forward video until June 15th at www.summitcreditunion.com For Wisconsin Public Radio, This is James Mills