Caroline Willard's guest appearances

Caroline Willard

The CUInsight Experience

The CU2.0 Podcast

Ray Crouse

Teresa Freeborn

Tansley Stearns

Victor Corro

Sundie Seefried

Susan Mitchell

Jill Nowacki

Cathie Mahon

Amy Downs

John Pembroke

John Spence

John Lanza

Scott Anderson

Carrie Hunt

Bob Fisher

OwlTail

"There is more that unites us than divides us." - Caroline WillardThank you for tuning in to episode 147 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Elan Credit Card. Elan partners with more than 250 credit unions to provide an outsourced credit card program, and offers merchant and mortgage services for credit union members and business owners.My guest on today's show is Caroline Willard, President and CEO at the Cornerstone Credit Union League. She is also on the Executive Committee of the CUNA Board of Directors. Recently, Caroline and I, along with others, climbed Mt. Kilimanjaro for Climb Africa to benefit The ACCOSCA Academy. Caroline shares, “What started as an adventure, turned into becoming a better global citizen,” when discussing her takeaways from visiting the growing continent and supporting Savings and Credit Cooperatives (SACCOs). Caroline discusses all that went into this six day climb and surprisingly, while training for the physical aspect, she noticed it was much more of a challenge mentally. She explains how leadership lessons emerged through this adversity.During our conversation, Caroline talks about a possible merger in the future and how this will benefit the efficiency and culture of the association.  She also talks about the biggest challenges that credit unions are facing and how they must continue to evolve in order to overcome these challenges. Caroline connects the work of SACCOs in Africa to credit unions in the U.S and believes they are similar in mission, purpose, and the means to provide a meaningful solution. Caroline and I chat about the greatest investment made in her career that is attributed to personal growth. We talk about the value of teams including what she looks for when adding to her team and the importance of open communication and accountability within it. As the league continues to grow, Caroline shares what has her excited and how it will benefit credit unions and their members. As we wrap up the show, Caroline talks about what amazed her recently, watching the sun come up on Mt. Kilimanjaro, work-life balance, and an insightful piece of advice from her mother. Enjoy my conversation with Caroline Willard!Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Caroline:Caroline Willard, President and CEO at Cornerstone Credit Union Leaguecwillard@cornerstoneleague.coopwww.cornerstoneleague.coop Caroline: LinkedIn | TwitterCornerstone: Facebook | 

"There is more that unites us than divides us." - Caroline Willard Thank you for tuning in to episode 147 of <a href="https://www.cuinsight.com/podcast.html" rel="nofollow" target="_blank">The CUInsight Experience</a> podcast with your host, <a href="https://www.cuinsight.com/author/randall-smith" rel="nofollow" target="_blank">Randy Smith</a>, co-founder of <a href="https://www.cuinsight.com/" rel="nofollow" target="_blank">CUInsight.com</a>. This episode is brought to you by <a href="https://www.cupartnership.com/index.html" rel="nofollow" target="_blank">Elan Credit Card</a>. Elan partners with more than 250 credit unions to provide an outsourced credit card program, and offers merchant and mortgage services for credit union members and business owners. My guest on today's show is Caroline Willard, President and CEO at the <a href="http://www.cornerstoneleague.coop" rel="nofollow" target="_blank">Cornerstone Credit Union League</a>. She is also on the Executive Committee of the CUNA Board of Directors. Recently, Caroline and I, along with others, climbed Mt. Kilimanjaro for <a href="https://runsignup.com/Race/TZ/Moshi/ClimbAfrica" rel="nofollow" target="_blank">Climb Africa to benefit The ACCOSCA Academy</a>. Caroline shares, “What started as an adventure, turned into becoming a better global citizen,” when discussing her takeaways from visiting the growing continent and supporting Savings and Credit Cooperatives (SACCOs). Caroline discusses all that went into this six day climb and surprisingly, while training for the physical aspect, she noticed it was much more of a challenge mentally. She explains how leadership lessons emerged through this adversity. During our conversation, Caroline talks about a possible merger in the future and how this will benefit the efficiency and culture of the association.  She also talks about the biggest challenges that credit unions are facing and how they must continue to evolve in order to overcome these challenges. Caroline connects the work of SACCOs in Africa to credit unions in the U.S and believes they are similar in mission, purpose, and the means to provide a meaningful solution. Caroline and I chat about the greatest investment made in her career that is attributed to personal growth. We talk about the value of teams including what she looks for when adding to her team and the importance of open communication and accountability within it. As the league continues to grow, Caroline shares what has her excited and how it will benefit credit unions and their members. As we wrap up the show, Caroline talks about what amazed her recently, watching the sun come up on Mt. Kilimanjaro, work-life balance, and an insightful piece of advice from her mother. Enjoy my conversation with Caroline Willard! Find the full show notes on <a href="https://www.cuinsight.com/podcast.html" rel="nofollow" target="_blank">cuinsight.com</a> Subscribe on: <a href="https://itunes.apple.com/us/podcast/the-cuinsight-experience/id1449293528?mt=2" rel="nofollow" target="_blank">Apple Podcasts</a>, <a href="https://open.spotify.com/show/7wIqzbpmMdkkOH8BC61QnC#upsell" rel="nofollow" target="_blank">Spotify</a>, <a href="https://www.stitcher.com/podcast/the-cuinsight-experience?refid=stpr" rel="nofollow" target="_blank">Stitcher </a> Books mentioned on The CUInsight Experience podcast: <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-book-list.html" rel="nofollow" target="_blank">Book List</a> How to find Caroline: Caroline Willard, President and CEO at Cornerstone Credit Union League cwillard@cornerstoneleague.coop <a href="http://www.cornerstoneleague.coop" rel="nofollow" target="_blank">www.cornerstoneleague.coop</a> Caroline: <a href="https://www.linkedin.com/in/caroline-willard-cce-cude-cae-659a385/" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://twitter.com/CarolineWillard" rel="nofollow" target="_blank">Twitter</a> Cornerstone: <a href="https://www.facebook.com/cornerstonecul" rel="nofollow" target="_blank">Facebook</a> |

Caroline Willard - Summit Together (#147)

Cannabis banking. Data breaches.  Taxation of credit unions. The disappearance of small credit unions.  The rise of $10 billion+ credit union behemoths. Welcome to the world of Caroline Willard, CEO of the Cornerstone League and, before that, she spent a decade at Co-Op in senior marketing slots.What do credit unions need to do to survive? What do leagues need to do? Willard offers candid and also optimistic thoughts about these life and death questions.She also offers insights into what leagues can do to help small credit unions survive in an age of ever more complex and expensive compliance requirements.And she challenges credit unions to be a bit more like Rocket Mortgage - and if you want to continue to write home loans you will pay heed.Pay heed too to her thoughts on how taxation of credit unions just might be an existential threat to the industry.Related podcasts in this series include the two-pack on cannabis banking, Teresa Freeborn on CUNA's $100 million credit union awareness campaign, and Joe Bergeron of the Vermont League and Pat Conway of the Pennsylvania - NJ leagueLike what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto.

Cannabis banking. Data breaches.  Taxation of credit unions. The disappearance of small credit unions.  The rise of $10 billion+ credit union behemoths. Welcome to the world of Caroline Willard, CEO of the Cornerstone League and, before that, she spent a decade at Co-Op in senior marketing slots. What do credit unions need to do to survive? What do leagues need to do? Willard offers candid and also optimistic thoughts about these life and death questions. She also offers insights into what leagues can do to help small credit unions survive in an age of ever more complex and expensive compliance requirements. And she challenges credit unions to be a bit more like Rocket Mortgage - and if you want to continue to write home loans you will pay heed. Pay heed too to her thoughts on how taxation of credit unions just might be an existential threat to the industry. Related podcasts in this series include the t<a href="https://mcgcutech.blogspot.com/2019/01/cu20-podcast-episode-19-up-in-smoke.html" rel="nofollow" target="_blank">wo-pack</a> on <a href="https://mcgcutech.blogspot.com/2019/01/cu20-podcast-episode-20-up-in-smoke.html" rel="nofollow" target="_blank">cannabis banking</a>, <a href="https://mcgcutech.blogspot.com/2019/04/cu20-podcast-episode-29-teresa-freeborn.html" rel="nofollow" target="_blank">Teresa Freeborn</a> on CUNA's $100 million credit union awareness campaign, and <a href="https://mcgcutech.blogspot.com/2019/03/cu20-podcast-episode-25-joe-bergeron.html" rel="nofollow" target="_blank">Joe Bergeron</a> of the Vermont League and <a href="https://mcgcutech.blogspot.com/2019/03/cu20-podcast-episode-28-patrick-conway.html" rel="nofollow" target="_blank">Pat Conway</a> of the Pennsylvania - NJ league Like what you are hearing? Find out how you can help <a href="https://drive.google.com/open?id=1VPXDNbuX54RsnC9Qw4RB8CldarTPCbyT" rel="nofollow" target="_blank">sponsor </a>this podcast <a href="https://drive.google.com/open?id=1VPXDNbuX54RsnC9Qw4RB8CldarTPCbyT" rel="nofollow" target="_blank">here</a>. Very affordable sponsorship packages are available. Find out more about <a href="https://cu-2.com/blog/" rel="nofollow" target="_blank">CU2.0 </a>and the digital transformation of credit unions <a href="https://cu-2.com/" rel="nofollow" target="_blank">here</a>. It's a journey every credit union needs to take. Pronto.

CU2.0 Podcast Episode 43 Caroline Willard Cornerstone League

“We are all just experimenting all the time." - Caroline WillardWelcome to episode 20 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. I’m excited to introduce Caroline Willard, the President and CEO of the Cornerstone Credit Union League, as today’s guest! She’s also a board member of CUNA and one of my scuba diving and travel buddies. We’ll dig into gender diversity and the need for inclusion, innovation and disruption in credit unions, and much more! (We’ll do our best not to get distracted by chatting about traveling and diving.)Early in our conversation, Caroline talks about Ronaldo Hardy’s gumbo analogy. Diversity is having all of the right ingredients on your counter. Inclusion is making sure they all make it into the pot. Equity is making sure that the ratios are balanced so that the dish turns out well. After sharing this powerful point, she explains that the push for transformation has to happen at all three levels (individual, credit union, and national). With that said, we need to start now instead of waiting for broader change at the national level.In addressing how credit unions respond to disruption, Caroline points out that they tend to adapt and lead with what’s important to their membership. She’ll give some specific examples of people and credit unions who are listening to their membership and responding by creating a different experience. We’ll also dig into the importance of having a safe space where people can share their opinions without holding back, the value of branching out to different disciplines, the difference between fearlessness and recklessness, and much more. Because we can’t resist, we’ll even touch on how traveling relates to Caroline’s professional life. Enjoy!Full show notes on www.CUInsight.com.How to find Caroline:Caroline WillardPresident and CEO, Cornerstone Credit Union Leaguecwillard@cornerstoneleague.coopwww.cornerstoneleague.coopTwitter | Linkedin Show notes from this episode:Check out all the great work Caroline and her team are doing at the Cornerstone Credit Union League.McKinsey &amp; Company: Why Diversity MattersShout-out: Ronaldo HardyConference mentioned: Women’s Leadership ConferenceCaroline mentioned how they are doing executive searches at Credit Union Resources, Inc. Find out more here. Shout-out: Marcus CottonCaroline was on the senior management team at CO-OP Financial Services in her previous life. Shout-out: 

“We are all just experimenting all the time." - Caroline Willard Welcome to episode 20 of The CUInsight Experience podcast. Hosted by <a href="https://www.cuinsight.com/author/randall-smith" rel="nofollow" target="_blank">Randy Smith</a>, co-founder and publisher of <a href="https://www.cuinsight.com/" rel="nofollow" target="_blank">CUInsight.com</a>. I’m excited to introduce Caroline Willard, the President and CEO of the Cornerstone Credit Union League, as today’s guest! She’s also a board member of CUNA and one of my scuba diving and travel buddies. We’ll dig into gender diversity and the need for inclusion, innovation and disruption in credit unions, and much more! (We’ll do our best not to get distracted by chatting about traveling and diving.)Early in our conversation, Caroline talks about Ronaldo Hardy’s gumbo analogy. Diversity is having all of the right ingredients on your counter. Inclusion is making sure they all make it into the pot. Equity is making sure that the ratios are balanced so that the dish turns out well. After sharing this powerful point, she explains that the push for transformation has to happen at all three levels (individual, credit union, and national). With that said, we need to start now instead of waiting for broader change at the national level.In addressing how credit unions respond to disruption, Caroline points out that they tend to adapt and lead with what’s important to their membership. She’ll give some specific examples of people and credit unions who are listening to their membership and responding by creating a different experience. We’ll also dig into the importance of having a safe space where people can share their opinions without holding back, the value of branching out to different disciplines, the difference between fearlessness and recklessness, and much more. Because we can’t resist, we’ll even touch on how traveling relates to Caroline’s professional life. Enjoy! Full show notes on <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-caroline-willard-being-fearless-not-reckless-20.html" rel="nofollow" target="_blank">www.CUInsight.com</a>. How to find Caroline: Caroline Willard President and CEO, Cornerstone Credit Union League <a href="mailto:cwillard@cornerstoneleague.coop">cwillard@cornerstoneleague.coop</a> <a href="http://www.cornerstoneleague.coop" rel="nofollow" target="_blank">www.cornerstoneleague.coop</a> <a href="https://twitter.com/CarolineWillard" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.linkedin.com/in/caroline-willard-cce-cude-659a385/" rel="nofollow" target="_blank">Linkedin</a> Show notes from this episode: Check out all the great work Caroline and her team are doing at the <a href="https://www.cornerstoneleague.coop/" rel="nofollow" target="_blank">Cornerstone Credit Union League</a>. McKinsey &amp; Company: <a href="https://www.mckinsey.com/business-functions/organization/our-insights/why-diversity-matters" rel="nofollow" target="_blank">Why Diversity Matters</a> Shout-out: <a href="https://www.linkedin.com/in/ronaldohardy/" rel="nofollow" target="_blank">Ronaldo Hardy</a> Conference mentioned: <a href="http://events.cornerstoneleague.coop/wlc/" rel="nofollow" target="_blank">Women’s Leadership Conference</a> Caroline mentioned how they are doing executive searches at <a href="http://www.curesources.coop/" rel="nofollow" target="_blank">Credit Union Resources, Inc</a>. Find out more <a href="http://www.curesources.coop/" rel="nofollow" target="_blank">here</a>. Shout-out: <a href="https://www.linkedin.com/in/marcus-cotton-bb49994/" rel="nofollow" target="_blank">Marcus Cotton</a> Caroline was on the senior management team at <a href="https://www.cuinsight.com/ad/index.php?redirect_to=http%3A%2F%2Fco-opfs.org%2Fsolutions%3Futm_source%3Dwebsite%26utm_medium%3Dbanner%26utm_term%3Dstatic785x90x320x90%26utm_campaign%3DCUInsightPartnerPage&amp;url=https%3A%2F%2Fwww.cuinsight.com%2Fad%2Fco-op-partner-leaderboard-3-17&amp;title=CO-OP%20Partner%20Leaderboard%203-17&amp;partner=CO-OP%20Financial%20Services&amp;pid=132516&amp;u=rsmith@cuinsight.com&amp;partner_id=69036" rel="nofollow" target="_blank">CO-OP Financial Services</a> in her previous life. Shout-out: <a href="https://www.linkedin.com/in/davidbleazard/" rel="nofollow" target="_blank"></a>