Mara Humphrey

“Collaborate to create a future where credit unions are thriving.” - Mara HumphreyThank you for tuning in to episode 166 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation’s premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.My guest on today's show is Mara Humphrey, President &amp; CEO at the Minnesota Credit Union Network. Mara shares her career journey that started in politics and led her to where she is today. The Minnesota Credit Union Network is the state trade association for Minnesota’s credit unions. Mara is focused on creating a culture of collaboration within the credit union industry and evolving to stay ahead.During our conversation, Mara and I talk about the bright future of the credit union industry. She shares the lasting impact mentors have had on her career, and gives advice to those working towards a leadership role. Mara expresses the importance of a collaborative culture so credit unions can be more nimble and continue to meet the needs of the changing financial services landscape. Listen as we discuss ways to invest in credit union culture and stay true to a vision.As we wrap up the show, listen in as Mara talks about her amazing team, how her family keeps her grounded, and what hobby helps her relax. Enjoy my conversation with Mara Humphrey!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 Mara:Mara Humphrey, President &amp; CEO at the Minnesota Credit Union Networkmhumphrey@mncun.orgmncun.orgMara: LinkedInMNCUN: LinkedIn | Facebook | Instagram | Twitter

“Collaborate to create a future where credit unions are thriving.” - Mara HumphreyThank you for tuning in to episode 166 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.pscu.com/" rel="nofollow" target="_blank">PSCU</a>, the nation’s premier payments CUSO and an integrated technology solutions provider. Visit <a href="https://www.pscu.com/" rel="nofollow" target="_blank">PSCU.com</a> to learn more and discover <a href="https://www.pscu.com/insights/topics/pscutv" rel="nofollow" target="_blank">PSCUTV</a>, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.My guest on today's show is Mara Humphrey, President &amp; CEO at the <a href="https://www.mncun.org" rel="nofollow" target="_blank">Minnesota Credit Union Network</a>. Mara shares her career journey that started in politics and led her to where she is today. The Minnesota Credit Union Network is the state trade association for Minnesota’s credit unions. Mara is focused on creating a culture of collaboration within the credit union industry and evolving to stay ahead.During our conversation, Mara and I talk about the bright future of the credit union industry. She shares the lasting impact mentors have had on her career, and gives advice to those working towards a leadership role. Mara expresses the importance of a collaborative culture so credit unions can be more nimble and continue to meet the needs of the changing financial services landscape. Listen as we discuss ways to invest in credit union culture and stay true to a vision.As we wrap up the show, listen in as Mara talks about her amazing team, how her family keeps her grounded, and what hobby helps her relax. Enjoy my conversation with Mara Humphrey!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 Mara: Mara Humphrey, President &amp; CEO at the Minnesota Credit Union Network mhumphrey@mncun.org <a href="https://www.mncun.org" rel="nofollow" target="_blank">mncun.org</a> Mara: <a href="https://www.linkedin.com/in/mara-humphrey" rel="nofollow" target="_blank">LinkedIn</a> MNCUN: <a href="https://www.linkedin.com/company/minnesota-credit-union-network" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.facebook.com/MinnesotaCreditUnions/" rel="nofollow" target="_blank">Facebook</a> | <a href="https://www.instagram.com/mncreditunions/" rel="nofollow" target="_blank">Instagram</a> | <a href="https://twitter.com/mncreditunions" rel="nofollow" target="_blank">Twitter</a>

Mara Humphrey - Bright Future (#166)

Lisa Pesta

“Be that person who is in a constant state of learning.” - Lisa PestaThank you for tuning in to episode 165 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation’s premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.My guest on today's show is Lisa Pesta, President &amp; CEO of Meriwest Credit Union. Lisa has been a part of the Meriwest family for over two decades, having grown through its ranks to recently becoming the President &amp; CEO. Coming from a background in HR, Lisa has a unique perspective on the power of collaboration and building company culture. She is excited for the future of the industry and believes credit unions must collaborate to continue driving forward.During our conversation, Lisa and I talk about continuously learning and developing passionate credit union teams. She shares the lasting impact mentors have had on her career and life, and how she pays it forward to the next generation. Lisa is deeply invested in understanding the dynamics of a positive working environment that encourages collaboration and excellence from all team and board members. Listen as we discuss ways to keep the credit union industry collaborative and inclusive.As we wrap up the show, listen in as Lisa talks about her four successful kids, her favorite album, and her dad’s inspiring story. Enjoy my conversation with Lisa Pesta!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 Lisa:Lisa Pesta, President &amp; CEO of Meriwest Credit Unionlpesta@meriwest.commeriwest.comLisa: LinkedInMeriwest: LinkedIn | Facebook | Instagram | Twitter

“Be that person who is in a constant state of learning.” - Lisa PestaThank you for tuning in to episode 165 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.pscu.com/" rel="nofollow" target="_blank">PSCU</a>, the nation’s premier payments CUSO and an integrated technology solutions provider. Visit <a href="https://www.pscu.com/" rel="nofollow" target="_blank">PSCU.com</a> to learn more and discover <a href="https://www.pscu.com/insights/topics/pscutv" rel="nofollow" target="_blank">PSCUTV</a>, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.My guest on today's show is Lisa Pesta, President &amp; CEO of <a href="https://www.meriwest.com" rel="nofollow" target="_blank">Meriwest Credit Union</a>. Lisa has been a part of the Meriwest family for over two decades, having grown through its ranks to recently becoming the President &amp; CEO. Coming from a background in HR, Lisa has a unique perspective on the power of collaboration and building company culture. She is excited for the future of the industry and believes credit unions must collaborate to continue driving forward.During our conversation, Lisa and I talk about continuously learning and developing passionate credit union teams. She shares the lasting impact mentors have had on her career and life, and how she pays it forward to the next generation. Lisa is deeply invested in understanding the dynamics of a positive working environment that encourages collaboration and excellence from all team and board members. Listen as we discuss ways to keep the credit union industry collaborative and inclusive.As we wrap up the show, listen in as Lisa talks about her four successful kids, her favorite album, and her dad’s inspiring story. Enjoy my conversation with Lisa Pesta!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 Lisa: Lisa Pesta, President &amp; CEO of Meriwest Credit Union lpesta@meriwest.com <a href="https://www.meriwest.com" rel="nofollow" target="_blank">meriwest.com</a> Lisa: <a href="https://www.linkedin.com/in/lisa-pesta-ab98b66" rel="nofollow" target="_blank">LinkedIn</a> Meriwest: <a href="https://www.linkedin.com/company/meriwest/" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.facebook.com/MeriwestCreditUnion" rel="nofollow" target="_blank">Facebook</a> | <a href="https://www.instagram.com/meriwest/" rel="nofollow" target="_blank">Instagram</a> | <a href="https://twitter.com/meriwest" rel="nofollow" target="_blank">Twitter</a>

Lisa Pesta - Passion Filled (#165)

Gerry Singleton

“Let’s change the world and do it together.” - Gerry SingletonThank you for tuning in to episode 164 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation’s premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.My guest on today's show is Gerry Singleton, President &amp; CEO of the Montana Credit Union Network (MCUN). Gerry shares the career journey that led him to credit unions 25 years ago. His journey began with TruStage, formerly known as CUNA Mutual Group and today he continues to foster his impact working with MCUN to support and serve credit unions and their members in Montana. He is excited for the future and believes credit unions can provide solutions for people and communities through collaboration.During our conversation, Gerry and I talk about embracing collaboration to empower the credit union industry, globally. He talks about the power of mutual support and helping financial institutions across the industry become more relevant and effective. Gerry shares the lasting impact mentors have had on his career and life, and how he pays it forward to the next generation. Listen as we discuss ways to connect dots within the credit union industry and continue driving forward.As we wrap up the show, listen in as Gerry talks about his word of the year and how he puts it to action, his book recommendations, and his love for 1920s musical artists. Enjoy my conversation with Gerry Singleton!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 Gerry:Gerry Singleton, President &amp; CEO of the Montana Credit Union Networkgerry@mcun.coopmcun.coopGerry: LinkedInMCUN: LinkedIn | Facebook | Instagram | Twitter

“Let’s change the world and do it together.” - Gerry SingletonThank you for tuning in to episode 164 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.pscu.com/" rel="nofollow" target="_blank">PSCU</a>, the nation’s premier payments CUSO and an integrated technology solutions provider. Visit <a href="https://www.pscu.com/" rel="nofollow" target="_blank">PSCU.com</a> to learn more and discover <a href="https://www.pscu.com/insights/topics/pscutv" rel="nofollow" target="_blank">PSCUTV</a>, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.My guest on today's show is Gerry Singleton, President &amp; CEO of the <a href="https://www.mcun.coop" rel="nofollow" target="_blank">Montana Credit Union Network</a> (MCUN). Gerry shares the career journey that led him to credit unions 25 years ago. His journey began with TruStage, formerly known as CUNA Mutual Group and today he continues to foster his impact working with MCUN to support and serve credit unions and their members in Montana. He is excited for the future and believes credit unions can provide solutions for people and communities through collaboration.During our conversation, Gerry and I talk about embracing collaboration to empower the credit union industry, globally. He talks about the power of mutual support and helping financial institutions across the industry become more relevant and effective. Gerry shares the lasting impact mentors have had on his career and life, and how he pays it forward to the next generation. Listen as we discuss ways to connect dots within the credit union industry and continue driving forward.As we wrap up the show, listen in as Gerry talks about his word of the year and how he puts it to action, his book recommendations, and his love for 1920s musical artists. Enjoy my conversation with Gerry Singleton!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 Gerry: Gerry Singleton, President &amp; CEO of the Montana Credit Union Network gerry@mcun.coop <a href="https://www.mcun.coop" rel="nofollow" target="_blank">mcun.coop</a> Gerry: <a href="https://www.linkedin.com/in/gerry-singleton-a227852" rel="nofollow" target="_blank">LinkedIn</a> MCUN: <a href="https://www.linkedin.com/company/montanas-credit-unions/" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.facebook.com/montanacreditunions/" rel="nofollow" target="_blank">Facebook</a> | <a href="https://www.instagram.com/montanascreditunions/" rel="nofollow" target="_blank">Instagram</a> | <a href="https://twitter.com/MontanaCUs" rel="nofollow" target="_blank">Twitter</a>

Gerry Singleton - Build Bridges (#164)

Tricia Szurgot

“We’re in the people business, we’re not in the money business.” - Tricia SzurgotIn episode 163 of The CUInsight Experience podcast, host Randy Smith, a co-founder of CUInsight.com, sits down with Tricia Szurgot, President and CEO of Securityplus FCU.This episode is brought to you by CUES, the credit union industry’s leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your credit union. Register today!In this episode I engage in a thought-provoking conversation with Tricia Szurgot, a seasoned credit union professional known for her innovative thinking and transformative leadership. The episode, titled "Think Infinite," offers an inspiring glimpse into Szurgot's journey and her views on driving positive change within the industry.As the president and CEO at Securityplus Federal Credit Union, Tricia Szurgot brings a wealth of knowledge and experience to the podcast. Her passion for cultivating exceptional member experiences and embracing technology to enhance credit union operations shines through in her thought-provoking insights.During the podcast, Szurgot and I delve into a range of topics, exploring her unique perspective on innovation, the role of technology, and the importance of collaboration within the credit union community. Szurgot shares her vision of creating infinite possibilities for credit unions and challenges conventional thinking, encouraging professionals to embrace change and push boundaries.Szurgot's "Think Infinite" mindset revolves around exploring new frontiers and breaking free from the limitations of traditional practices. She emphasizes the need for credit unions to adapt to rapidly evolving member expectations and embrace emerging technologies, such as artificial intelligence and blockchain, to stay ahead of the curve.Recognizing the power of collaboration, Szurgot stresses the importance of building meaningful partnerships within the credit union ecosystem. By joining forces, credit unions can leverage shared resources, expertise, and data to deliver exceptional member experiences and compete with larger financial institutions.Episode 163 of The CUInsight Experience podcast featuring Tricia Szurgot is a must-listen for credit union professionals and enthusiasts. Szurgot's unwavering commitment to innovation, her emphasis on technology-driven transformation, and her advocacy for collaboration highlight the path toward a vibrant and sustainable future for credit unions. Through her inspirational words, Szurgot encourages listeners to embrace infinite thinking, challenge the status quo, and unlock the limitless possibilities within the credit union industry.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 Tricia:Tricia Szurgot, CEO at Securityplus FCUtricia.szurgot@securityplusfcu.orgsecurityplusfcu.org         

“We’re in the people business, we’re not in the money business.” - Tricia Szurgot In episode 163 of The CUInsight Experience podcast, host Randy Smith, a co-founder of <a href="https://www.cuinsight.com/" rel="nofollow" target="_blank">CUInsight.com</a>, sits down with Tricia Szurgot, President and CEO of <a href="https://www.securityplusfcu.org" rel="nofollow" target="_blank">Securityplus FCU</a>. This episode is brought to you by <a href="https://www.cues.org/" rel="nofollow" target="_blank">CUES</a>, the credit union industry’s leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your credit union. <a href="https://content.cues.org/talentnext" rel="nofollow" target="_blank">Register</a> today! In this episode I engage in a thought-provoking conversation with Tricia Szurgot, a seasoned credit union professional known for her innovative thinking and transformative leadership. The episode, titled "Think Infinite," offers an inspiring glimpse into Szurgot's journey and her views on driving positive change within the industry. As the president and CEO at Securityplus Federal Credit Union, Tricia Szurgot brings a wealth of knowledge and experience to the podcast. Her passion for cultivating exceptional member experiences and embracing technology to enhance credit union operations shines through in her thought-provoking insights. During the podcast, Szurgot and I delve into a range of topics, exploring her unique perspective on innovation, the role of technology, and the importance of collaboration within the credit union community. Szurgot shares her vision of creating infinite possibilities for credit unions and challenges conventional thinking, encouraging professionals to embrace change and push boundaries. Szurgot's "Think Infinite" mindset revolves around exploring new frontiers and breaking free from the limitations of traditional practices. She emphasizes the need for credit unions to adapt to rapidly evolving member expectations and embrace emerging technologies, such as artificial intelligence and blockchain, to stay ahead of the curve. Recognizing the power of collaboration, Szurgot stresses the importance of building meaningful partnerships within the credit union ecosystem. By joining forces, credit unions can leverage shared resources, expertise, and data to deliver exceptional member experiences and compete with larger financial institutions. Episode 163 of The CUInsight Experience podcast featuring Tricia Szurgot is a must-listen for credit union professionals and enthusiasts. Szurgot's unwavering commitment to innovation, her emphasis on technology-driven transformation, and her advocacy for collaboration highlight the path toward a vibrant and sustainable future for credit unions. Through her inspirational words, Szurgot encourages listeners to embrace infinite thinking, challenge the status quo, and unlock the limitless possibilities within the credit union industry. Find the full show notes on <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-tricia-szurgot-think-infinite-163/" 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 Tricia: Tricia Szurgot, CEO at Securityplus FCU tricia.szurgot@securityplusfcu.org <a href="https://www.securityplusfcu.org" rel="nofollow" target="_blank">securityplusfcu.org</a>

Tricia Szurgot - Think Infinite (#163)

Bob Trunzo

“We believe in credit unions.” - Bob Trunzo In episode 162 of The CUInsight Experience podcast, host Randy Smith, a co-founder of CUInsight.com, sits down with Bob Trunzo, President and CEO of TruStage, (formerly CUNA Mutual Group).After the recording of this episode Bob announced his retirement. You can read all about that here and learn who will be taking the reins from Bob this fall. Congratulations Bob!This episode is brought to you by CUES, the credit union industry’s leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your credit union. Register today!In this insightful conversation with Bob Trunzo, he recounts his career journey at CUNA Mutual Group, culminating in their recent rebranding to TruStage. TruStage, a mutual insurance company, has a global reach, providing insurance, investments, and cutting-edge technology to credit unions and their members. The team at TruStage sees this brand change as a prime opportunity to enhance their service and strengthen the credit union movement.During our discussion, Bob shares his insights on the rebranding process and adapting for the future while remaining dedicated to the credit union industry. We delve into the significance of delivering a seamless experience for members and the necessity of adaptability to maintain relevance. Bob also reveals the most impactful investment he made in his career and the invaluable role of having mentors by his side. He underscores the importance of listening as a leader to gain diverse and valuable perspectives. Join us as we explore the future of TruStage, its unwavering commitment to credit unions and their members, and its rich legacy of support.As we conclude our conversation, Bob reflects on the last time he experienced genuine amazement and emphasizes the crucial balance between family time and being fully present in the moment. Prepare to be inspired as you join me in this engaging discussion with Bob Trunzo!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 Bob:Bob Trunzo, President &amp; CEO at TruStage (formerly CUNA Mutual Group)trustage.comBob: LinkedInTruStage: LinkedIn | Facebook |

“We believe in credit unions.” - Bob Trunzo In episode 162 of The CUInsight Experience podcast, host Randy Smith, a co-founder of <a href="https://www.cuinsight.com/" rel="nofollow" target="_blank">CUInsight.com</a>, sits down with Bob Trunzo, President and CEO of <a href="https://www.trustage.com/learn-more?utm_source=cu-insight&amp;utm_medium=CUL_B2B_cmg_np&amp;utm_campaign=trustage-hello&amp;utm_content=pop-up_300x288" rel="nofollow" target="_blank">TruStage</a>, (formerly CUNA Mutual Group).After the recording of this episode Bob announced his retirement. You can read all about that <a href="https://www.cuinsight.com/terrance-williams-to-succeed-robert-n-trunzo-as-president-and-ceo-of-trustage/" rel="nofollow" target="_blank">here</a> and learn who will be taking the reins from Bob this fall. Congratulations Bob!This episode is brought to you by <a href="https://www.cues.org/" rel="nofollow" target="_blank">CUES</a>, the credit union industry’s leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your credit union. <a href="https://content.cues.org/talentnext" rel="nofollow" target="_blank">Register</a> today!In this insightful conversation with Bob Trunzo, he recounts his career journey at CUNA Mutual Group, culminating in their recent rebranding to <a href="https://www.trustage.com/learn-more?utm_source=cu-insight&amp;utm_medium=CUL_B2B_cmg_np&amp;utm_campaign=trustage-hello&amp;utm_content=pop-up_300x288" rel="nofollow" target="_blank">TruStage</a>. TruStage, a mutual insurance company, has a global reach, providing insurance, investments, and cutting-edge technology to credit unions and their members. The team at TruStage sees this brand change as a prime opportunity to enhance their service and strengthen the credit union movement.During our discussion, Bob shares his insights on the rebranding process and adapting for the future while remaining dedicated to the credit union industry. We delve into the significance of delivering a seamless experience for members and the necessity of adaptability to maintain relevance. Bob also reveals the most impactful investment he made in his career and the invaluable role of having mentors by his side. He underscores the importance of listening as a leader to gain diverse and valuable perspectives. Join us as we explore the future of TruStage, its unwavering commitment to credit unions and their members, and its rich legacy of support.As we conclude our conversation, Bob reflects on the last time he experienced genuine amazement and emphasizes the crucial balance between family time and being fully present in the moment. Prepare to be inspired as you join me in this engaging discussion with Bob Trunzo!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 Bob: Bob Trunzo, President &amp; CEO at TruStage (formerly CUNA Mutual Group) <a href="https://www.trustage.com/learn-more?utm_source=cu-insight&amp;utm_medium=CUL_B2B_cmg_np&amp;utm_campaign=trustage-hello&amp;utm_content=pop-up_300x288" rel="nofollow" target="_blank">trustage.com</a> Bob: <a href="https://www.linkedin.com/in/bobtrunzo" rel="nofollow" target="_blank">LinkedIn</a> TruStage: <a href="https://www.linkedin.com/showcase/officialtrustage" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.facebook.com/TruStage" rel="nofollow" target="_blank">Facebook</a> |

Bob Trunzo - New Beginnings (#162)

Jill Nowacki

“If we continue to create environments that give people the chance to be whole humans, we’re going to see positive outcomes from that.” - Jill NowackiIn episode 161 of The CUInsight Experience podcast, host Randy Smith, co-founder of CUInsight.com, sits down with Jill Nowacki, President and CEO of Humanidei.This episode is brought to you by CUES, the credit union industry’s leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your credit union. Register today!The episode, titled "Future Proof," delves into the strategies and mindset required for credit unions to thrive in an ever-changing financial landscape.Jill begins by emphasizing the importance of adapting to change and developing a future-proof mindset. She discusses the need for credit unions to embrace innovation, leverage technology, and cultivate a culture of continuous learning. According to Jill, organizations that are open to new ideas and willing to take calculated risks are more likely to succeed.The conversation also explores the role of leadership in driving organizational transformation. Jill shares her insights on empowering teams, fostering collaboration, and creating an inclusive work environment. She emphasizes the significance of diversity and inclusion, both in terms of demographics and cognitive diversity, to drive innovation and better serve members.Furthermore, the podcast delves into the evolving role of credit unions in their communities. Jill emphasizes the importance of community engagement and building strong relationships with members. She encourages credit unions to leverage their unique strengths, such as their cooperative structure and mission-driven focus, to make a positive impact on society.Throughout the episode, Jill provides valuable insights and actionable advice for credit union leaders and professionals. By embracing change, fostering a culture of innovation, and staying connected to their communities, credit unions can position themselves for long-term success in a rapidly evolving financial landscape.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 Jill:Jill Nowacki, President &amp; CEO of Humanideijill@humanidei.comwww.humanidei.comJill: LinkedIn | Instagram | Twitter | MediumHumanidei: LinkedIn | Instagram | Twitter | Facebook

“If we continue to create environments that give people the chance to be whole humans, we’re going to see positive outcomes from that.” - Jill NowackiIn episode 161 of The CUInsight Experience podcast, host Randy Smith, co-founder of <a href="https://www.cuinsight.com/" rel="nofollow" target="_blank">CUInsight.com</a>, sits down with Jill Nowacki, President and CEO of <a href="https://humanidei.com/" rel="nofollow" target="_blank">Humanidei</a>. This episode is brought to you by <a href="https://www.cues.org/" rel="nofollow" target="_blank">CUES</a>, the credit union industry’s leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your credit union. <a href="https://content.cues.org/talentnext" rel="nofollow" target="_blank">Register</a> today! The episode, titled "Future Proof," delves into the strategies and mindset required for credit unions to thrive in an ever-changing financial landscape. Jill begins by emphasizing the importance of adapting to change and developing a future-proof mindset. She discusses the need for credit unions to embrace innovation, leverage technology, and cultivate a culture of continuous learning. According to Jill, organizations that are open to new ideas and willing to take calculated risks are more likely to succeed. The conversation also explores the role of leadership in driving organizational transformation. Jill shares her insights on empowering teams, fostering collaboration, and creating an inclusive work environment. She emphasizes the significance of diversity and inclusion, both in terms of demographics and cognitive diversity, to drive innovation and better serve members. Furthermore, the podcast delves into the evolving role of credit unions in their communities. Jill emphasizes the importance of community engagement and building strong relationships with members. She encourages credit unions to leverage their unique strengths, such as their cooperative structure and mission-driven focus, to make a positive impact on society. Throughout the episode, Jill provides valuable insights and actionable advice for credit union leaders and professionals. By embracing change, fostering a culture of innovation, and staying connected to their communities, credit unions can position themselves for long-term success in a rapidly evolving financial landscape. 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 Jill: Jill Nowacki, President &amp; CEO of Humanidei jill@humanidei.com <a href="http://www.humanidei.com" rel="nofollow" target="_blank">www.humanidei.com</a> Jill: <a href="https://www.linkedin.com/in/jill-nowacki-b26b67" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.instagram.com/jillnow1/?hl=en" rel="nofollow" target="_blank">Instagram</a> | <a href="https://twitter.com/jillnow?lang=en" rel="nofollow" target="_blank">Twitter</a> | <a href="https://medium.com/@jillnowacki" rel="nofollow" target="_blank">Medium</a> Humanidei: <a href="https://www.linkedin.com/company/o" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.instagram.com/humanidei/?hl=en" rel="nofollow" target="_blank">Instagram</a> | <a href="https://twitter.com/humanidei" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.facebook.com/HumanideiAndORourke" rel="nofollow" target="_blank">Facebook</a>

Jill Nowacki - Future Proof (#161)

“Learn about yourself first and then learn ways you can inspire others to do great things.” - Linda BodieThank you for tuning in to episode 160 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES, the credit union industry’s leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your C-U. Register today!My guests on today's show are Linda Bodie and Zach Christensen. Linda Bodie is the CEO of Element Federal Credit Union and Zach Christensen is the Executive Director at CU Pride. Together, they co-founded CU Pride alongside Brandi Stankovic and Susan Mitchell. CU Pride is the LGBTQ+ association for credit unions. While supporting LGBTQ+ credit union professionals, members, and allies, CU Pride’s mission is to provide opportunities for education, engagement, and celebration, allowing the credit union industry to embrace the LGBTQ+ community. During our conversation, Linda, Zach, and I chat about acknowledging, supporting, and amplifying the lives and work of the LGBTQ+ community. We discuss matters happening in the world and how people have the influence to make a positive change. Linda and Zach talk about what’s next for CU Pride and share what they are working on and driving towards. Listen as we discuss technology, leadership, and how to revitalize the way we take care of people across communities.As we wrap up the show, listen in as Linda and Zach share tips on creating work-life balance,  tell us about their childhood-dream professions, and share their top albums they know all the lyrics to. Enjoy my conversation with Linda and Zach!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher, Google PodcastsBooks mentioned on The CUInsight Experience podcast: Book List How to find Linda:Linda Bodie, CEO at Element Federal Credit Union and co-founder at CU Pridelinda.bodie@elementfcu.orgcupride.orgelementfcu.orgLinda: LinkedIn Element FCU: LinkedIn | Instagram | FacebookHow to find Zach:Zach Christensen, Executive Director at CU Pridezach@mitchellstankovic.comcupride.orgZach: LinkedInCU Pride: Facebook

“Learn about yourself first and then learn ways you can inspire others to do great things.” - Linda BodieThank you for tuning in to episode 160 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.cues.org" rel="nofollow" target="_blank">CUES</a>, the credit union industry’s leading talent development solutions provider. After listening to our show, be sure to learn more about <a href="https://content.cues.org/talentnext" rel="nofollow" target="_blank">TalentNEXT</a>, the conference that takes a laser-focused look at smart people strategies for your C-U. Register today!My guests on today's show are Linda Bodie and Zach Christensen. Linda Bodie is the CEO of <a href="https://www.elementfcu.org/" rel="nofollow" target="_blank">Element Federal Credit Union</a> and Zach Christensen is the Executive Director at <a href="https://www.cupride.org/index.html" rel="nofollow" target="_blank">CU Pride</a>. Together, they co-founded CU Pride alongside Brandi Stankovic and Susan Mitchell. CU Pride is the LGBTQ+ association for credit unions. While supporting LGBTQ+ credit union professionals, members, and allies, CU Pride’s mission is to provide opportunities for education, engagement, and celebration, allowing the credit union industry to embrace the LGBTQ+ community. During our conversation, Linda, Zach, and I chat about acknowledging, supporting, and amplifying the lives and work of the LGBTQ+ community. We discuss matters happening in the world and how people have the influence to make a positive change. Linda and Zach talk about what’s next for CU Pride and share what they are working on and driving towards. Listen as we discuss technology, leadership, and how to revitalize the way we take care of people across communities.As we wrap up the show, listen in as Linda and Zach share tips on creating work-life balance,  tell us about their childhood-dream professions, and share their top albums they know all the lyrics to. Enjoy my conversation with Linda and Zach!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/show/the-cuinsight-experience" rel="nofollow" target="_blank">Stitcher,</a> <a href="https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8yNDQzMDQucnNz" rel="nofollow" target="_blank">Google Podcasts</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 Linda: Linda Bodie, CEO at Element Federal Credit Union and co-founder at CU Pride linda.bodie@elementfcu.org <a href="https://www.cupride.org/index.html" rel="nofollow" target="_blank">cupride.org</a> <a href="https://www.elementfcu.org/" rel="nofollow" target="_blank">elementfcu.org</a> Linda: <a href="https://www.linkedin.com/in/lindabodie/" rel="nofollow" target="_blank">LinkedIn</a> Element FCU: <a href="https://www.linkedin.com/company/element-federal-credit-union/" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.instagram.com/elementfcu/" rel="nofollow" target="_blank">Instagram</a> | <a href="https://www.facebook.com/ElementFCU/" rel="nofollow" target="_blank">Facebook</a>How to find Zach: Zach Christensen, Executive Director at CU Pride zach@mitchellstankovic.com <a href="https://www.cupride.org/index.html" rel="nofollow" target="_blank">cupride.org</a> Zach: <a href="https://www.linkedin.com/in/zacharychristensen" rel="nofollow" target="_blank">LinkedIn</a> CU Pride: <a href="https://www.facebook.com/creditunionpride" rel="nofollow" target="_blank">Facebook</a>

Linda and Zach - Amplify Lives (#160)

Brittany Hodak

“Create a culture where your goal is to leave every one of your members better than when you found them.”  - Brittany HodakThank you for tuning in to episode 159 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES. CUES is the leading talent development solutions provider in the credit union industry. After listening to our show, learn more and register for CEO Dialogue. This new CUES event is an opportunity to join your fellow CEOs from credit unions across North America in an open discussion format tackling the industry’s most pressing issues.My guest on today's show is Brittany Hodak, an award-winning entrepreneur, author, and customer experience speaker who delivers keynotes across the globe. She’s worked with some of the world’s biggest brands and entertainers, including Walmart, Disney, Katy Perry, and Dolly Parton. Brittany founded and scaled an entertainment startup to eight figures before exiting. She’s also the former Chief Experience Officer at Experience.com, and received a shoutout from Forbes about her debut book, Creating Superfans: How To Turn Your Customers Into Lifelong Advocates. We are so excited to have Brittany as the keynote speaker for the next CUInsight Mini-Con event, so register today!In this episode, Brittany shares her journey and expertise in creating superfans. We discuss the motivations and outcomes of customer interactions and why superfans are crucial for organizational growth. Brittany also gives us a glimpse of her "Supermodel" framework for creating superfans which she will discuss in depth during CUInsight Mini-Con: IMPACT. Listen as we discuss how credit unions can create superfans and measure the impact of member experiences. As we wrap up the show, listen in as Brittany talks about a new hack she got from an unlikely source, a list of books to look out for, and the ultimate biopic casting choice. Enjoy my conversation with Brittany Hodak!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 Brittany:Brittany Hodak, Award-Winning Entrepreneur, Author, and Customer Experience Speakerhello@brittanyhodak.combrittanyhodak.comBrittany: LinkedIn | Instagram | Facebook | Twitter | Podcast

“Create a culture where your goal is to leave every one of your members better than when you found them.”  - Brittany HodakThank you for tuning in to episode 159 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.cues.org/" rel="nofollow" target="_blank">CUES</a>. CUES is the leading talent development solutions provider in the credit union industry. After listening to our show, learn more and register for <a href="https://www.cues.org/professional-development-and-events/ceo-dialogue" rel="nofollow" target="_blank">CEO Dialogue</a>. This new CUES event is an opportunity to join your fellow CEOs from credit unions across North America in an open discussion format tackling the industry’s most pressing issues.My guest on today's show is <a href="https://brittanyhodak.com/" rel="nofollow" target="_blank">Brittany Hodak</a>, an award-winning entrepreneur, author, and customer experience speaker who delivers keynotes across the globe. She’s worked with some of the world’s biggest brands and entertainers, including Walmart, Disney, Katy Perry, and Dolly Parton. Brittany founded and scaled an entertainment startup to eight figures before exiting. She’s also the former Chief Experience Officer at <a href="http://Experience.com" rel="nofollow" target="_blank">Experience.com</a>, and received a shoutout from Forbes about her debut book, <a href="https://amzn.to/3Hfyc6n" rel="nofollow" target="_blank">Creating Superfans: How To Turn Your Customers Into Lifelong Advocates</a>. We are so excited to have Brittany as the keynote speaker for the next <a href="https://www.cuinsightminicon.com" rel="nofollow" target="_blank">CUInsight Mini-Con</a> event, so <a href="https://www.cuinsightminicon.com/register" rel="nofollow" target="_blank">register</a> today!In this episode, Brittany shares her journey and expertise in creating superfans. We discuss the motivations and outcomes of customer interactions and why superfans are crucial for organizational growth. Brittany also gives us a glimpse of her "Supermodel" framework for creating superfans which she will discuss in depth during CUInsight Mini-Con: IMPACT. Listen as we discuss how credit unions can create superfans and measure the impact of member experiences. As we wrap up the show, listen in as Brittany talks about a new hack she got from an unlikely source, a list of books to look out for, and the ultimate biopic casting choice. Enjoy my conversation with Brittany Hodak!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 Brittany: Brittany Hodak, Award-Winning Entrepreneur, Author, and Customer Experience Speaker hello@brittanyhodak.com <a href="https://brittanyhodak.com" rel="nofollow" target="_blank">brittanyhodak.com</a> Brittany: <a href="https://www.linkedin.com/in/brittanyhodak/" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.instagram.com/brittanyhodak/" rel="nofollow" target="_blank">Instagram</a> | <a href="https://www.facebook.com/BrittanyHodak" rel="nofollow" target="_blank">Facebook</a> | <a href="https://twitter.com/BrittanyHodak" rel="nofollow" target="_blank">Twitter</a> | <a href="https://brittanyhodak.com/podcast/" rel="nofollow" target="_blank">Podcast</a>

Brittany Hodak - Superfans (#159)

“Life is too short to contort yourself to perform a role that doesn’t align with you.” - Kent LugrandThank you for tuning in to episode 158 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES. CUES is the leading talent development solutions provider in the credit union industry. After listening to our show, learn more and register for CEO Dialogue. This new CUES event is an opportunity to join your fellow CEOs from credit unions across North America in an open discussion format tackling the industry’s most pressing issues.My guest on today's show is Kent Lugrand, President and CEO of InTouch Credit Union. Kent shares his journey and how he started his career in credit unions over 30 years ago. He chats about his experience in the credit union movement including advice and inspiration for the future. Kent’s leadership at InTouch has led the team and members in providing value and solutions in their community, specifically addressing food insecurity and donating $150,000 to local food banks. Kent is inspired by the impact credit unions can have in financial education and digital delivery.During our conversation, Kent and I chat about the importance of networks and the power of choice that we exercise every day. Kent believes that credit unions are community institutions by design and is inspired by the impact credit unions can have in financial education and digital delivery. He talks about servant leadership and the community of culture and synergy created within an environment when leaders put the interest of others above their own. Listen as we discuss how to evaluate decisions,make choices as a team, and continue to drive our movement forward, together.As we wrap up the show, listen in as Kent talks about being a lifelong learner, evolving as a father, and knowing the power of his choices. Enjoy my conversation with Kent Lugrand!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 Kent:Kent Lugrand, President and CEO of InTouch Credit Unionceo@itcu.orgitcu.orgKent: LinkedInInTouch: LinkedIn | Instagram | Facebook | Twitter | YouTube

“Life is too short to contort yourself to perform a role that doesn’t align with you.” - Kent LugrandThank you for tuning in to episode 158 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 CUES. CUES is the leading talent development solutions provider in the credit union industry. After listening to our show, learn more and register for CEO Dialogue. This new CUES event is an opportunity to join your fellow CEOs from credit unions across North America in an open discussion format tackling the industry’s most pressing issues.My guest on today's show is Kent Lugrand, President and CEO of <a href="https://www.itcu.org" rel="nofollow" target="_blank">InTouch Credit Union</a>. Kent shares his journey and how he started his career in credit unions over 30 years ago. He chats about his experience in the credit union movement including advice and inspiration for the future. Kent’s leadership at InTouch has led the team and members in providing value and solutions in their community, specifically addressing food insecurity and donating $150,000 to local food banks. Kent is inspired by the impact credit unions can have in financial education and digital delivery.During our conversation, Kent and I chat about the importance of networks and the power of choice that we exercise every day. Kent believes that credit unions are community institutions by design and is inspired by the impact credit unions can have in financial education and digital delivery. He talks about servant leadership and the community of culture and synergy created within an environment when leaders put the interest of others above their own. Listen as we discuss how to evaluate decisions,make choices as a team, and continue to drive our movement forward, together.As we wrap up the show, listen in as Kent talks about being a lifelong learner, evolving as a father, and knowing the power of his choices. Enjoy my conversation with Kent Lugrand!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 Kent: Kent Lugrand, President and CEO of InTouch Credit Union ceo@itcu.org <a href="https://www.itcu.org" rel="nofollow" target="_blank">itcu.org</a> Kent: <a href="https://www.linkedin.com/in/kent-lugrand-7b752b227" rel="nofollow" target="_blank">LinkedIn</a> InTouch: <a href="https://www.linkedin.com/company/intouch-credit-union" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.instagram.com/intouchcreditunion/" rel="nofollow" target="_blank">Instagram</a> | <a href="https://www.facebook.com/InTouchCreditUnion" rel="nofollow" target="_blank">Facebook</a> | <a href="https://www.twitter.com/intouchcreditu" rel="nofollow" target="_blank">Twitter</a> | <a href="https://youtube.com/@ITCUInspire" rel="nofollow" target="_blank">YouTube</a>

Kent Lugrand - Daily Choices (#158)

Becky Reed

“Collaboration is how we are going to win in the future.” - Becky ReedThank you for tuning in to episode 157 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CUES. CUES is the leading talent development solutions provider in the credit union industry. After listening to our show, learn more and register for CEO Dialogue. This new CUES event is an opportunity to join your fellow CEOs from credit unions across North America in an open discussion format tackling the industry’s most pressing issues.My guest on today's show is Becky Reed, CEO at Lone Star Credit Union and Board Chair of NACUSO. Becky shares her journey and how she started her career in credit unions over 25 years ago. She chats about her experience growing in the credit union movement including advice, knowledge, and inspiration for the future. Becky’s leadership at Lone Star has led the team to implement technology that provides a personalized member experience with a small-town feel. In her role as board chair, Becky also guides NACUSO in its mission to help credit unions explore the use of CUSOs to stay in touch with the future of finance.During our conversation, Becky and I chat about relevancy and how credit unions can appeal to  all generations by sharing our mission. We discuss the balance of collaboration and decentralized finance (DeFi) as it relates to relevancy. Becky talks about the uprising of society losing trust in and questioning their relationship with traditional financial institutions. She explains how credit unions are well positioned to be a trusted partner that gives people their power back. Becky shares ways that CUSOs benefit credit unions, other CUSOs, and the movement as a whole through collaboration. Listen as we discuss how the credit union industry can empower each other to better serve the public.As we wrap up the show, listen in as Becky talks about what she’s doing to keep up with market trends, why she considers Condoleezza Rice successful, and which books she recommends. Enjoy my conversation with Becky Reed!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 Becky:Becky Reed, CEO at Lone Star Credit Unionlonestarcu.orgBecky: LinkedInLone Star: LinkedIn | YouTube | Instagram | Facebook

“Collaboration is how we are going to win in the future.” - Becky ReedThank you for tuning in to episode 157 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.cues.org" rel="nofollow" target="_blank">CUES</a>. CUES is the leading talent development solutions provider in the credit union industry. After listening to our show, learn more and register for <a href="https://www.cues.org/professional-development-and-events/ceo-dialogue" rel="nofollow" target="_blank">CEO Dialogue</a>. This new CUES event is an opportunity to join your fellow CEOs from credit unions across North America in an open discussion format tackling the industry’s most pressing issues.My guest on today's show is Becky Reed, CEO at <a href="https://lonestarcu.org" rel="nofollow" target="_blank">Lone Star Credit Union</a> and Board Chair of <a href="https://www.nacuso.org/" rel="nofollow" target="_blank">NACUSO</a>. Becky shares her journey and how she started her career in credit unions over 25 years ago. She chats about her experience growing in the credit union movement including advice, knowledge, and inspiration for the future. Becky’s leadership at Lone Star has led the team to implement technology that provides a personalized member experience with a small-town feel. In her role as board chair, Becky also guides NACUSO in its mission to help credit unions explore the use of CUSOs to stay in touch with the future of finance.During our conversation, Becky and I chat about relevancy and how credit unions can appeal to  all generations by sharing our mission. We discuss the balance of collaboration and decentralized finance (DeFi) as it relates to relevancy. Becky talks about the uprising of society losing trust in and questioning their relationship with traditional financial institutions. She explains how credit unions are well positioned to be a trusted partner that gives people their power back. Becky shares ways that CUSOs benefit credit unions, other CUSOs, and the movement as a whole through collaboration. Listen as we discuss how the credit union industry can empower each other to better serve the public.As we wrap up the show, listen in as Becky talks about what she’s doing to keep up with market trends, why she considers Condoleezza Rice successful, and which books she recommends. Enjoy my conversation with Becky Reed!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 Becky: Becky Reed, CEO at Lone Star Credit Union <a href="https://lonestarcu.org" rel="nofollow" target="_blank">lonestarcu.org</a> Becky: <a href="https://www.linkedin.com/in/becky-reed-50056518" rel="nofollow" target="_blank">LinkedIn</a> Lone Star: <a href="https://www.linkedin.com/company/lone-star-credit-union" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.youtube.com/@LSCU" rel="nofollow" target="_blank">YouTube</a> | <a href="https://www.instagram.com/lonestarcreditunion/" rel="nofollow" target="_blank">Instagram</a> | <a href="https://www.facebook.com/lonestarcreditunion/" rel="nofollow" target="_blank">Facebook</a>

Becky Reed - Making Magic (#157)

Welcome to The CUInsight Experience podcast, hosted by Randy Smith, co-founder of CUInsight.com. In each episode I have a wide ranging conversation about credit unions, leadership lessons learned over a career, and life with a thought leader from the credit union community. My goal of the show is to take a deep dive with the people who make our movement great and find the gems we can all learn from.

This is an engaging and informative podcast for all passionate CU folks! Great people and content.

Engaging and informative

Lots of energy to keep the listener interested.  Great questions and valuable, relevant answers.

teamplayer

Welcome to The CUInsight Experience podcast, hosted by Randy Smith, co-founder of <a href="http://CUInsight.com" rel="nofollow" target="_blank">CUInsight.com</a>. In each episode I have a wide ranging conversation about credit unions, leadership lessons learned over a career, and life with a thought leader from the credit union community. My goal of the show is to take a deep dive with the people who make our movement great and find the gems we can all learn from.

The CUInsight Experience

Mollie Bell

"Go do the thing that makes you uncomfortable, go push yourself, go stretch yourself." - Mollie BellWelcome to episode 44 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder of CUInsight.com. Randy welcomes Mollie Bell to the show. Mollie is the Chief Development Officer at Ent Credit Union in Colorado Springs. Her peers know her as a person with a real passion for helping people reach their full potential. Many who know her say she’s one of the most interesting people they know. I was looking forward to getting to know Mollie better.Mollie took a winding road to the credit union industry. Still, she says that every position she had from law student to restaurant owner to teacher taught her something that she brings to her team every day. She believes that anything we do in our life experience helps us as we travel down our career path.Randy and Mollie talk about what needs to change in credit unions to keep them relevant fundamentally, the culture of credit unions, and the Open Your Eyes campaign. She discusses why she took the position with Ent and what her inspiration was then and how it has changed in the year since she started there.Mollie believes that her leadership style is an enthusiastic ideator and one exciting challenge after another, which is also how she views life. She believes that confidence in risk-taking is a trait that new leaders need to learn and that authenticity doesn't come without emotional intelligence. Mollie is a firm believer that culture is an umbrella strategy and needs to be well thought out and implemented.If you are looking to be uplifted with knowledge, listen to this episode. Mollie is so upbeat about life in the credit union industry that she makes you want to go out to see if you can have as much joy in your career as she does. This is a fantastic conversation that you won't want to miss. Enjoy!View full show notes on CUInsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher How to find Mollie:Mollie Bell, Chief Development Officer at ENT Credit Unionwww.ent.commbell@ent.com Twitter | LinkedIn In this episode:[01:23] - Mollie, welcome to the show![02:37] - Mollie discusses her reaction to what people told Randy about her and her passion for lifting people up and encouraging them to reach their potential.[03:14] - She talks about the StrengthsFinder 2.0 tool and her number one strength.[04:19] - Mollie talks about the pleasure she gets from helping others reach their goals industry-wide.[06:34] - Is giving young leaders a chance the way to get the best talent available?[08:05] - Mollie says that her heart is in the credit union industry, and she can't see herself doing anything else.[09:11] - She was a teacher at the CUNA member's experienced sales and service school, she talks about what she brought back.[10:08] - Mollie chats about her journey to credit unions, she was in law school, a teacher, a consultant, and many more before she began her career with credit unions.[12:37] - Law school gave her the critical thinking that she uses when she is working with her teams

"Go do the thing that makes you uncomfortable, go push yourself, go stretch yourself." - Mollie BellWelcome to episode 44 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 of <a href="https://www.cuinsight.com/" rel="nofollow" target="_blank">CUInsight.com</a>. Randy welcomes Mollie Bell to the show. Mollie is the Chief Development Officer at Ent Credit Union in Colorado Springs. Her peers know her as a person with a real passion for helping people reach their full potential. Many who know her say she’s one of the most interesting people they know. I was looking forward to getting to know Mollie better.Mollie took a winding road to the credit union industry. Still, she says that every position she had from law student to restaurant owner to teacher taught her something that she brings to her team every day. She believes that anything we do in our life experience helps us as we travel down our career path.Randy and Mollie talk about what needs to change in credit unions to keep them relevant fundamentally, the culture of credit unions, and the Open Your Eyes campaign. She discusses why she took the position with Ent and what her inspiration was then and how it has changed in the year since she started there.Mollie believes that her leadership style is an enthusiastic ideator and one exciting challenge after another, which is also how she views life. She believes that confidence in risk-taking is a trait that new leaders need to learn and that authenticity doesn't come without emotional intelligence. Mollie is a firm believer that culture is an umbrella strategy and needs to be well thought out and implemented.If you are looking to be uplifted with knowledge, listen to this episode. Mollie is so upbeat about life in the credit union industry that she makes you want to go out to see if you can have as much joy in your career as she does. This is a fantastic conversation that you won't want to miss. Enjoy! View full show notes on <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-mollie-bell-the-winding-road-44.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://play.google.com/music/m/Idoi6xb22fusgk6pnux6deiidgy?t=The_CUInsight_Experience" rel="nofollow" target="_blank">Google Play</a>, <a href="https://www.stitcher.com/podcast/the-cuinsight-experience?refid=stpr" rel="nofollow" target="_blank">Stitcher </a>How to find Mollie: Mollie Bell, Chief Development Officer at ENT Credit Union <a href="http://www.ent.com" rel="nofollow" target="_blank">www.ent.com</a> <a href="mailto:mbell@ent.com">mbell@ent.com</a> <a href="https://twitter.com/molliebellcu" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.linkedin.com/in/mollie-bell-aa638b19" rel="nofollow" target="_blank">LinkedIn </a>In this episode: [01:23] - Mollie, welcome to the show! [02:37] - Mollie discusses her reaction to what people told Randy about her and her passion for lifting people up and encouraging them to reach their potential. [03:14] - She talks about the StrengthsFinder 2.0 tool and her number one strength. [04:19] - Mollie talks about the pleasure she gets from helping others reach their goals industry-wide. [06:34] - Is giving young leaders a chance the way to get the best talent available? [08:05] - Mollie says that her heart is in the credit union industry, and she can't see herself doing anything else. [09:11] - She was a teacher at the CUNA member's experienced sales and service school, she talks about what she brought back. [10:08] - Mollie chats about her journey to credit unions, she was in law school, a teacher, a consultant, and many more before she began her career with credit unions. [12:37] - Law school gave her the critical thinking that she uses when she is working with her teams

Mollie Bell - Winding Road (#44)

Dan Berger

B. Dan Berger

"It takes the same amount of energy to be nice as it does to be a jerk" - B. Dan BergerWelcome to episode three of The CUInsight Experience. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more will be asked and answered.The goal of The CUInsight Experience is to dive deeper with the people of the credit union community and find gems from their experiences that add value to all of us.Our guest today is B. Dan Berger (@BDanBerger). Dan is the president and CEO of the National Association of Federally-Insured Credit Unions (NAFCU), a direct membership association for federally-insured credit unions committed to representing, assisting, educating and informing their member credit unions to help them grow, and help grow the credit union industry.Dan brings more than 25 years of government relations and political affairs experience to the credit union movement and has held key association and business management positions. In addition, he served as chief of staff in the U.S. House of Representatives. For 15 consecutive years, Berger has been listed as one of the most influential lobbyists in Washington D.C. by The Hill. He has been a commentator on Fox News, CNBC and CNN, and is quoted regularly in the Wall Street Journal, The Washington Post and numerous financial services publications. Read more about Dan here.You’ll even find out what the B in B. Dan Berger stands for is you listen all the way through.  Enjoy.Click below for a short video, show notes and the full transcript.www.CUInsight.com

"It takes the same amount of energy to be nice as it does to be a jerk" - B. Dan Berger Welcome to episode three of The CUInsight Experience. Hosted by Randy Smith, co-founder and publisher of <a href="https://www.cuinsight.com/" rel="nofollow" target="_blank">CUInsight.com</a>. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more will be asked and answered.The goal of The CUInsight Experience is to dive deeper with the people of the credit union <a href="https://www.cuinsight.com/community.html" rel="nofollow" target="_blank">community</a> and find gems from their experiences that add value to all of us.Our guest today is B. Dan Berger (<a href="https://twitter.com/BDanBerger" rel="nofollow" target="_blank">@BDanBerger</a>). Dan is the president and CEO of the National Association of Federally-Insured Credit Unions (<a href="https://www.cuinsight.com/ad/index.php?redirect_to=http%3A%2F%2Fwww.nafcu.org%2F2019conferences%2F%3Futm_source%3DCUInsight%26utm_medium%3DWebsite%26utm_content%3DPartnerBanner%2520Elevate%26utm_campaign%3DPREVIEW19&amp;url=https%3A%2F%2Fwww.cuinsight.com%2Fad%2Fnafcu-partner-leaderboard-9-18&amp;title=NAFCU%20Partner%20Leaderboard%209-18&amp;partner=NAFCU&amp;pid=169280" rel="nofollow" target="_blank">NAFCU</a>), a direct membership association for federally-insured credit unions committed to representing, assisting, educating and informing their member credit unions to help them grow, and help grow the credit union industry.Dan brings more than 25 years of government relations and political affairs experience to the credit union movement and has held key association and business management positions. In addition, he served as chief of staff in the U.S. House of Representatives. For 15 consecutive years, Berger has been listed as one of the <a href="https://thehill.com/business-a-lobbying/top-lobbyists/421128-top-lobbyists-2018" rel="nofollow" target="_blank">most influential lobbyists in Washington D.C.</a> by The Hill. He has been a commentator on Fox News, CNBC and CNN, and is quoted regularly in the Wall Street Journal, The Washington Post and numerous financial services publications. Read more about Dan <a href="https://www.nafcu.org/leadership/berger" rel="nofollow" target="_blank">here</a>. You’ll even find out what the B in B. Dan Berger stands for is you listen all the way through.  Enjoy.Click below for a short video, show notes and the full transcript. <a href="https://www.cuinsight.com/the-cuinsight-experience-b-dan-berger-extreme-member-service.html" rel="nofollow" target="_blank">www.CUInsight.com</a>

B. Dan Berger - Extreme Member Services (#3)

Randy Smith

“It doesn’t have to be done or perfect to launch.” - Randy SmithWelcome episode 53 of The CUInsight Experience podcast. The season one finale. Hosted by Randy Smith, co-founder of CUInsight.com. This episode the tables are turned and Jill Nowacki, president and CEO of Humanidei (and my human), plays host and is putting me on the hot seat. Jill asks me all the questions I have asked my guests this last year on the show, along with a few little twists.We talk about my favorite guests, episodes, and locations around the world where we have recorded podcasts this year; why being intentional with diversity and inclusion is so important to the podcast; and the advice I would give someone who is thinking of starting a podcast. We also talk about what credit unions need to do to stay relevant in today’s ultra competitive financial services space.I discuss the early motivation David Miller and I had to create CUInsight and how we worked together over the years to make it what it is today. We talk about my leadership style (or lack thereof) and what I feel the greatest strength of the team is. I speak about how losing a promotion led me to where I am today, personally and professionally; the advice I was given early on; and what I do when I hit a wall and can’t quite figure out how to proceed.Listen as I answer the rapid-fire questions I have asked our guests and what my final thoughts on the year are. If you have wanted to get to know me better, this is the episode you can’t miss. Jill gets me to lay it all on the line and let you know what our hopes for next year are.Have a wonderful holiday season, and see you soon for the second season of The CUInsight Experience podcast January, 6th 2020. Enjoy!Find full show notes on CUInsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher How to find Randy:Randy Smith, co-founder of CUInsight.com and host of The CUInsight Experience podcastwww.CUInsight.comrsmith@CUInsight.comLinkedIn | Twitter | Facebook | Instagram | YouTube In This Episode:[01:35] - Randy, welcome to your show![02:28] - What was the inspiration for starting this podcast, and does it look the way you dreamed it?[03:59] - Randy says that Jill is his favorite guest ever on his show, and he talks about a few of his favorite episodes.[06:58] - He talks about recording podcasts as he travels the world.[08:11] - Why do diversity and inclusion mean so much to you?[09:55] - Randy tells u

“It doesn’t have to be done or perfect to launch.” - Randy SmithWelcome episode 53 of The CUInsight Experience podcast. The season one finale. Hosted by<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 the tables are turned and Jill Nowacki, president and CEO of <a href="https://www.cuinsight.com/ad/index.php?redirect_to=https%3A%2F%2Fhumanidei.com%2F&amp;url=https%3A%2F%2Fwww.cuinsight.com%2Fad%2Fhumanidei-partner-leaderboard-11-19&amp;title=Humanidei%20Partner%20Leaderboard%2011-19&amp;partner=Humanidei&amp;pid=198727&amp;u=&amp;partner_id=198720" rel="nofollow" target="_blank">Humanidei</a> (and my human), plays host and is putting me on the hot seat. Jill asks me all the questions I have asked my guests this last year on the show, along with a few little twists.We talk about my <a href="https://www.cuinsight.com/podcast.html" rel="nofollow" target="_blank">favorite guests</a>, <a href="https://www.cuinsight.com/podcast.html" rel="nofollow" target="_blank">episodes</a>, and <a href="https://www.cuinsight.com/podcast.html" rel="nofollow" target="_blank">locations</a> around the world where we have recorded podcasts this year; why being intentional with diversity and inclusion is so important to the podcast; and the advice I would give someone who is thinking of starting a podcast. We also talk about what credit unions need to do to stay relevant in today’s ultra competitive financial services space.I discuss the early motivation David Miller and I had to create <a href="https://www.cuinsight.com" rel="nofollow" target="_blank">CUInsight</a> and how we worked together over the years to make it what it is today. We talk about my leadership style (or lack thereof) and what I feel the greatest strength of the team is. I speak about how losing a promotion led me to where I am today, personally and professionally; the advice I was given early on; and what I do when I hit a wall and can’t quite figure out how to proceed.Listen as I answer the rapid-fire questions I have asked our guests and what my final thoughts on the year are. If you have wanted to get to know me better, this is the episode you can’t miss. Jill gets me to lay it all on the line and let you know what our hopes for next year are.Have a wonderful holiday season, and see you soon for the second season of <a href="https://www.cuinsight.com/podcast.html" rel="nofollow" target="_blank">The CUInsight Experience</a> podcast January, 6th 2020. Enjoy! Find full show notes on <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-randy-smith-learning-and-growing-53.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://play.google.com/music/m/Idoi6xb22fusgk6pnux6deiidgy?t=The_CUInsight_Experience" rel="nofollow" target="_blank">Google Play</a>, <a href="https://www.stitcher.com/podcast/the-cuinsight-experience?refid=stpr" rel="nofollow" target="_blank">Stitcher </a>How to find Randy: Randy Smith, co-founder of <a href="http://CUInsight.com" rel="nofollow" target="_blank">CUInsight.com</a> and host of The CUInsight Experience podcast <a href="http://www.cuinsight.com/" rel="nofollow" target="_blank">www.CUInsight.com</a> rsmith@CUInsight.com <a href="https://www.linkedin.com/in/randallcsmith/" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://twitter.com/CUinsight" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.facebook.com/CUinsight/" rel="nofollow" target="_blank">Facebook</a> | <a href="https://www.instagram.com/cuinsight/" rel="nofollow" target="_blank">Instagram</a> | <a href="https://www.youtube.com/user/cuinsight" rel="nofollow" target="_blank">YouTube</a> In This Episode: [01:35] - Randy, welcome to your show! [02:28] - What was the inspiration for starting this podcast, and does it look the way you dreamed it? [03:59] - Randy says that Jill is his favorite guest ever on his show, and he talks about a few of his favorite episodes. [06:58] - He talks about recording podcasts as he travels the world. [08:11] - Why do diversity and inclusion mean so much to you? [09:55] - Randy tells u

Randy Smith - Learning and Growing (#53)

Joe Hearn

“Connect, slow down, and show that you care, that’s where the magic can happen.” - Joe Hearn Thank you for tuning in to episode 63 of The CUInsight Experience podcast with your host Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at CO-OP Financial Services. CO-OP is your trusted payment processing partner whose mission is to drive the credit union movement forward.In today’s episode, I’m talking with Joe Hearn, President and CEO of Dupaco Community Credit Union in Dubuque, Iowa. I had the opportunity to sit down with Joe at the recent CUES Symposium to learn more about the big things he and the team at Dupaco are doing in their community, as well as discuss their heart-centered approach to serving members and onboarding employees. Joe is a board member of CUES and was recently inducted in the CUES Hall of Fame, which he laughingly calls the ‘old timers’ club. He shares about his journey to the CUES board and the C-suite, and what inspired him to take the position on the board at almost the same time he started as CEO of Dupaco. Fate is an amazing thing he says, and sometimes you just have to be open to the opportunities you are given and grab onto them.Listen as Joe speaks about his background as a marketer and how that has influenced his leadership style. He tells us about the mistakes he made as a young leader and those he sees young leaders make today, and shares some of the advice he was given that he has used over the years. Joe’s passion for the credit union movement and his members is truly incredible. You can hear how much he loves Dupaco, his team, and their members. This is a wonderful conversation that you won’t want to miss. So, hit play and enjoy! Find the full show notes on: cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Joe:Joe Hearn, President and CEO of Dupaco Community Credit Unionjhearn@dupaco.comwww.dupaco.comLinkedIn | Facebook | Twitter | Instagram

“Connect, slow down, and show that you care, that’s where the magic can happen.” - Joe Hearn Thank you for tuning in to episode 63 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 our friends at <a href="http://visit.coop/yaxxmg" rel="nofollow" target="_blank">CO-OP Financial Services</a>. CO-OP is your trusted payment processing partner whose mission is to drive the credit union movement forward.In today’s episode, I’m talking with Joe Hearn, President and CEO of Dupaco Community Credit Union in Dubuque, Iowa. I had the opportunity to sit down with Joe at the recent CUES Symposium to learn more about the big things he and the team at Dupaco are doing in their community, as well as discuss their heart-centered approach to serving members and onboarding employees. Joe is a board member of CUES and was recently inducted in the CUES Hall of Fame, which he laughingly calls the ‘old timers’ club. He shares about his journey to the CUES board and the C-suite, and what inspired him to take the position on the board at almost the same time he started as CEO of Dupaco. Fate is an amazing thing he says, and sometimes you just have to be open to the opportunities you are given and grab onto them.Listen as Joe speaks about his background as a marketer and how that has influenced his leadership style. He tells us about the mistakes he made as a young leader and those he sees young leaders make today, and shares some of the advice he was given that he has used over the years. Joe’s passion for the credit union movement and his members is truly incredible. You can hear how much he loves Dupaco, his team, and their members. This is a wonderful conversation that you won’t want to miss. So, hit play and enjoy! Find the full show notes on: <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-joe-hearn-delivering-on-a-promise-63.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://play.google.com/music/m/Idoi6xb22fusgk6pnux6deiidgy?t=The_CUInsight_Experience" rel="nofollow" target="_blank">Google Play</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 Joe: Joe Hearn, President and CEO of Dupaco Community Credit Union jhearn@dupaco.com <a href="http://www.dupaco.com/" rel="nofollow" target="_blank">www.dupaco.com</a> <a href="https://www.linkedin.com/in/joe-hearn-1282a113" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.facebook.com/dupaco" rel="nofollow" target="_blank">Facebook</a> | <a href="https://twitter.com/Dupaco" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.instagram.com/dupaco/" rel="nofollow" target="_blank">Instagram</a>

Joe Hearn - Delivering on a Promise (#63)

Samantha Paxson

"If you can digitize a country, you can digitize a credit union." - Samantha PaxsonWelcome to episode 10 of The CUInsight Experience. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. Our guest this week is Samantha Paxson. Sam is the Chief Experience Officer for CO-OP Financial Services, architect of the company’s go-to-market brand and customer experience strategy. She is an accomplished speaker and thought leader, Sam founded CO-OP THINK, an innovation content platform empowering the evolution of mission-driven financial services. Read Sam’s full bio here and check out the show notes for a special offer for listeners of the podcast.The goal of The CUInsight Experience is to dive deeper with the people of the credit union community and find gems from their experiences that add value to all of us. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more are asked and answered.In this episode we talk about the origins of CO-OP Think. We went back 12 years ago, when Sam wasn’t in senior management, and what her pitch was to senior management at that time. How she got the buy in. We talked about how she measures success and failure. We talked about human integration in a digital world and how cool it was for Simon Sinek to share an article she wrote to his millions of followers.As always, we dig into leadership and life hacks and wrap it up getting to know Sam better with the rapid-fire questions.This was a fun conversation to have. Sam gave my favorite answer to date on who she thinks of when she hears the word success. I think you’re really going to like this episode. Listen to the full episode (and tell a friend about it) then check out the show notes. Sam and I had a blast recording this episode. I hope you have as much fun listening at we did having the conversation. Enjoy.Full show notes on www.CUInsight.com.Learn More About Today’s Guest:Samantha Paxson’s bioSamantha Paxson on LinkedInSamantha Paxson on TwitterIn This Episode:[00:03] - Randy welcomes listeners to the episode and introduces today’s guest, Samantha Paxson.[01:19] - We hear about some of the topics that Randy and Sam will chat about in today’s episode.[03:05] - What motivated Sam to imagine and start a completely different, new conference?[05:10] - Randy draws out and elaborates on a couple of the points that Sam has been talking about, specifically w

"If you can digitize a country, you can digitize a credit union." - Samantha PaxsonWelcome to episode 10 of The CUInsight Experience. 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>. Our guest this week is Samantha Paxson. Sam is the Chief Experience Officer for <a href="https://www.co-opfs.org/" rel="nofollow" target="_blank">CO-OP Financial Services</a>, architect of the company’s go-to-market brand and customer experience strategy. She is an accomplished speaker and thought leader, Sam founded <a href="http://www.co-opthink.org/" rel="nofollow" target="_blank">CO-OP THINK</a>, an innovation content platform empowering the evolution of mission-driven financial services. Read Sam’s full bio <a href="https://www.co-opfs.org/Executive-Team#team-detail-4-491f5d1b-67c2-4c98-80a4-3e317fa9a134" rel="nofollow" target="_blank">here</a> and check out the show notes for a<a href="https://www.cuinsight.com/the-cuinsight-experience-samantha-paxson-the-audacity-to-think-big.html" rel="nofollow" target="_blank"> special offer</a> for listeners of the <a href="https://www.cuinsight.com/the-cuinsight-experience-samantha-paxson-the-audacity-to-think-big.html" rel="nofollow" target="_blank">podcast</a>.The goal of <a href="https://www.cuinsight.com/author/randall-smith" rel="nofollow" target="_blank">The CUInsight Experience</a> is to dive deeper with the people of the credit union community and find gems from their experiences that add value to all of us. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more are asked and answered.In this episode we talk about the origins of <a href="http://www.co-opthink.org/" rel="nofollow" target="_blank">CO-OP Think</a>. We went back 12 years ago, when Sam wasn’t in senior management, and what her pitch was to senior management at that time. How she got the buy in. We talked about how she measures success and failure. We talked about human integration in a digital world and how cool it was for Simon Sinek to share an article she wrote to his millions of followers.As always, we dig into leadership and life hacks and wrap it up getting to know Sam better with the rapid-fire questions.This was a fun conversation to have. Sam gave my favorite answer to date on who she thinks of when she hears the word success. I think you’re really going to like this episode. Listen to the <a href="https://www.cuinsight.com/the-cuinsight-experience-samantha-paxson-the-audacity-to-think-big.html" rel="nofollow" target="_blank">full episode</a> (and tell a friend about it) then check out the<a href="https://www.cuinsight.com/the-cuinsight-experience-samantha-paxson-the-audacity-to-think-big.html" rel="nofollow" target="_blank"> show notes</a>. Sam and I had a blast recording this episode. I hope you have as much fun listening at we did having the conversation. Enjoy. Full show notes on <a href="https://www.cuinsight.com/the-cuinsight-experience-samantha-paxson-the-audacity-to-think-big.html" rel="nofollow" target="_blank">www.CUInsight.com</a>. Learn More About Today’s Guest:<a href="https://www.co-opfs.org/Executive-Team#team-detail-4-491f5d1b-67c2-4c98-80a4-3e317fa9a134" rel="nofollow" target="_blank">Samantha Paxson’s bio</a><a href="https://www.linkedin.com/in/samanthapaxson/" rel="nofollow" target="_blank">Samantha Paxson on LinkedIn</a><a href="https://twitter.com/samsmythpaxson?lang=en" rel="nofollow" target="_blank">Samantha Paxson on Twitter</a>In This Episode:[00:03] - Randy welcomes listeners to the episode and introduces today’s guest, Samantha Paxson.[01:19] - We hear about some of the topics that Randy and Sam will chat about in today’s episode.[03:05] - What motivated Sam to imagine and start a completely different, new conference?[05:10] - Randy draws out and elaborates on a couple of the points that Sam has been talking about, specifically w

Samantha Paxson - Audacity to Think Big (#10)

Brett Martinez

"Your plan doesn’t mean anything without people” - Brett Martinez Welcome to episode 13 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. Brett Martinez, the President and CEO of Redwood Credit Union, joins me for today’s episode! In case you’re not already familiar with him, he’s also the CUNA Board Chair and on the Board of Trustees of CU Direct. You’ve probably heard of the wildfires that ravaged the Redwood Credit Union community, and how they raised $32 million in disaster relief. We link to articles on this in the show notes. In our conversation, we’ll talk about the human side of all of this, and what it was like to lead in that unexpected situation.The first decision that Brett had to make when he saw the flames was whether to cancel the big event they had planned for the next day. This turned out to be a good choice; the building where the event was going to be held caught on fire. Getting his employees and their families to safety was the next priority after that.As Brett explains today, he has a situational leadership style, so he doesn’t have just one leadership style all the time. This meant that he was well-prepared to handle the fires from a leadership perspective, because he already believes in handling each situation uniquely as it comes up. He’ll chat about various things he did in the aftermath of the disaster, including an at-work daycare so employees could bring their kids, as well as mandatory counseling.In case you’re concerned that this episode is all about disasters and might not apply to you, don’t worry! We’ll also dig into the usual topics we address in the show, such as how Brett got started in the world of credit unions, how the industry has changed over the course of his career, and the advice that he keeps coming back to through his career.Learn more about today’s guest in the show notes on CUInsight.com.In This Episode:[00:03] - Welcome to the show! Brett Martinez joins Randy for today’s episode.[03:27] - What were Brett’s first thoughts in the emergency fire situation when he realized that it wasn’t going to be business as usual for a while?[07:29] - We learn that Brett had a plan for a situation like this, but as he points out, you don’t have time to read the plan during an emergency.[08:40] - Was there anything in Brett’s life that prepared him to react to the fires as well and quickly as he did?[10:26] - Brett talks about whether his leadership style had to change when disaster struck.[12:38] - We hear about the most important thing that Brett learned from the experience that he wants other people to know about.[15:09] - What was it like to be in the position of dealing with people who had lost their homes in the fires?[17:45] - Brett talks about what it was originally that drew him to credit unions and led to him having a career in this industry. He also digs into whether his inspiration has changed throughout his career.[20:31] - How have credit unions changed over Brett’s career? And how has going left when everyone else goes right worked out for him and Redwood Credit Union?[24:07] - We learn that Brett’s mom worked at a very small credit union when he was growing up, so he’s been familiar with them for a large part of his life.[26:31] - Is there a significant belief that credit unions hold that Brett expects will change in the relatively near future?[27:32] - Brett talks about how his team would describe 

"Your plan doesn’t mean anything without people” - Brett Martinez Welcome to episode 13 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>. Brett Martinez, the President and CEO of Redwood Credit Union, joins me for today’s episode! In case you’re not already familiar with him, he’s also the CUNA Board Chair and on the Board of Trustees of CU Direct. You’ve probably heard of the wildfires that ravaged the Redwood Credit Union community, and how they raised $32 million in disaster relief. We link to articles on this in the show notes. In our conversation, we’ll talk about the human side of all of this, and what it was like to lead in that unexpected situation.The first decision that Brett had to make when he saw the flames was whether to cancel the big event they had planned for the next day. This turned out to be a good choice; the building where the event was going to be held caught on fire. Getting his employees and their families to safety was the next priority after that.As Brett explains today, he has a situational leadership style, so he doesn’t have just one leadership style all the time. This meant that he was well-prepared to handle the fires from a leadership perspective, because he already believes in handling each situation uniquely as it comes up. He’ll chat about various things he did in the aftermath of the disaster, including an at-work daycare so employees could bring their kids, as well as mandatory counseling.In case you’re concerned that this <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-brett-martinez-be-the-member-13.html" rel="nofollow" target="_blank">episode</a> is all about disasters and might not apply to you, don’t worry! We’ll also dig into the usual topics we address in the show, such as how Brett got started in the world of credit unions, how the industry has changed over the course of his career, and the advice that he keeps coming back to through his career. Learn more about today’s guest in the show notes on <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-brett-martinez-be-the-member-13.html" rel="nofollow" target="_blank">CUInsight.com</a>. In This Episode:[00:03] - Welcome to the show! Brett Martinez joins Randy for today’s episode.[03:27] - What were Brett’s first thoughts in the emergency fire situation when he realized that it wasn’t going to be business as usual for a while?[07:29] - We learn that Brett had a plan for a situation like this, but as he points out, you don’t have time to read the plan during an emergency.[08:40] - Was there anything in Brett’s life that prepared him to react to the fires as well and quickly as he did?[10:26] - Brett talks about whether his leadership style had to change when disaster struck.[12:38] - We hear about the most important thing that Brett learned from the experience that he wants other people to know about.[15:09] - What was it like to be in the position of dealing with people who had lost their homes in the fires?[17:45] - Brett talks about what it was originally that drew him to credit unions and led to him having a career in this industry. He also digs into whether his inspiration has changed throughout his career.[20:31] - How have credit unions changed over Brett’s career? And how has going left when everyone else goes right worked out for him and Redwood Credit Union?[24:07] - We learn that Brett’s mom worked at a very small credit union when he was growing up, so he’s been familiar with them for a large part of his life.[26:31] - Is there a significant belief that credit unions hold that Brett expects will change in the relatively near future?[27:32] - Brett talks about how his team would describe

Brett Martinez - Be the Member (#13)

Bill Cheney

LEAD

“Our focus is on who we serve and how we serve them. That is what has made us successful.” - Bill CheneyWelcome to episode 45 The CUInsight Experience with your host Randy Smith, co-founder of CUInsight.com. In this episode, Randy welcomes Bill Cheney, the President, and CEO of the SchoolsFirst Federal Credit Union. They are taping this episode from Mombasa, Kenya, where Bill was the keynote speaker at the 20th SACCA Congress. Bill speaks to us about how SchoolsFirst gives back to their local community and their global community. He shares some of the ways his team has contributed to schools in Kenya. Bill also talks about his team’s focus on having empathy and understanding the communities and how to serve them best.They discuss Bill’s servant leadership style and why he left CUNA to head SchoolsFirst. He chats about being glad to be back at an actual person credit union, and he feels like he has come full circle. Bill believes that who they serve and how they serve them is what has made SchoolsFirst successful. He believes that the people in your organization are essential, he says you can’t expect people to work like machines and you can’t treat them like machines.Listen in as Bill tells us why there has never been a better time to work in the credit union movement, how the members are the marker of success in any credit union and why they need to make more loans to more members. This is a great conversation from a beautiful place with essential information that you won’t want to miss, so plugin and enjoy.View full show notes on CUInsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher How to find Bill:Bill Cheney, President and CEO at SchoolsFirst Federal Credit Unionwww.schoolsfirstfcu.org bill.cheney@schoolsfirstfcu.org  Linkedin | Twitter | Facebook | Instagram In this episode:[01:48] - Bill, welcome to the show![02:09] - They discuss the conference and Bill’s keynote speech.[03:27] - Bill tells us how and why his team at the credit union gives back to the local and global communities.[07:06] - Empathy is front and center of SchoolsFirst Credit Union; they try to understand their communities and the best way to serve them.[08:49] - How has your experience at the state and national level helped you run SchoolsFirst?[10:02] - Bill speaks about his wife and how credit unions have become their life and how hard it is to turn it off.[12:07] - Who we serve and how we serve them is what has made SchoolsFirst successful.[14:25] - He discusses the investment in technology that they have made to increase support to their members.[15:11] - What needs to change fundamentally to keep credit unions relevant?[17:02] - Bill tells us why he left CUNA to take the job at SchoolsFirst.[20:18] - Has the inspiration after five years on the job changed or gotten stronger?[21:57] - Bill says servant leadership is how he describes his leadership style.[24:14] - Has your leadership style changed since your career started?[28:20] -

“Our focus is on who we serve and how we serve them. That is what has made us successful.” - Bill CheneyWelcome to episode 45 The CUInsight Experience 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>. In this episode, Randy welcomes Bill Cheney, the President, and CEO of the SchoolsFirst Federal Credit Union. They are taping this episode from Mombasa, Kenya, where Bill was the keynote speaker at the 20th SACCA Congress. Bill speaks to us about how SchoolsFirst gives back to their local community and their global community. He shares some of the ways his team has contributed to schools in Kenya. Bill also talks about his team’s focus on having empathy and understanding the communities and how to serve them best.They discuss Bill’s servant leadership style and why he left CUNA to head SchoolsFirst. He chats about being glad to be back at an actual person credit union, and he feels like he has come full circle. Bill believes that who they serve and how they serve them is what has made SchoolsFirst successful. He believes that the people in your organization are essential, he says you can’t expect people to work like machines and you can’t treat them like machines.Listen in as Bill tells us why there has never been a better time to work in the credit union movement, how the members are the marker of success in any credit union and why they need to make more loans to more members. This is a great conversation from a beautiful place with essential information that you won’t want to miss, so plugin and enjoy. View full show notes on <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-bill-cheney-lead-with-the-heart-45.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://play.google.com/music/m/Idoi6xb22fusgk6pnux6deiidgy?t=The_CUInsight_Experience" rel="nofollow" target="_blank">Google Play</a>, <a href="https://www.stitcher.com/podcast/the-cuinsight-experience?refid=stpr" rel="nofollow" target="_blank">Stitcher </a>How to find Bill: Bill Cheney, President and CEO at SchoolsFirst Federal Credit Union <a href="http://www.schoolsfirstfcu.org" rel="nofollow" target="_blank">www.schoolsfirstfcu.org</a> bill.cheney@schoolsfirstfcu.org  <a href="https://www.linkedin.com/in/bill-cheney-95b7304" rel="nofollow" target="_blank">Linkedin</a> | <a href="https://twitter.com/billcheney?lang=en" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.facebook.com/SchoolsFirstFCU" rel="nofollow" target="_blank">Facebook</a> | <a href="https://www.instagram.com/schoolsfirstfcu/" rel="nofollow" target="_blank">Instagram</a> In this episode: [01:48] - Bill, welcome to the show! [02:09] - They discuss the conference and Bill’s keynote speech. [03:27] - Bill tells us how and why his team at the credit union gives back to the local and global communities. [07:06] - Empathy is front and center of SchoolsFirst Credit Union; they try to understand their communities and the best way to serve them. [08:49] - How has your experience at the state and national level helped you run SchoolsFirst? [10:02] - Bill speaks about his wife and how credit unions have become their life and how hard it is to turn it off. [12:07] - Who we serve and how we serve them is what has made SchoolsFirst successful. [14:25] - He discusses the investment in technology that they have made to increase support to their members. [15:11] - What needs to change fundamentally to keep credit unions relevant? [17:02] - Bill tells us why he left CUNA to take the job at SchoolsFirst. [20:18] - Has the inspiration after five years on the job changed or gotten stronger? [21:57] - Bill says servant leadership is how he describes his leadership style. [24:14] - Has your leadership style changed since your career started? [28:20] -

Bill Cheney - Lead with the Heart (#45)

Rodney Hood

“Proper preparation and planning prevent poor performance.” - Chairman Rodney E. HoodWelcome to episode 54 of The CUInsight Experience podcast with your host Randy Smith, co-founder of CUInsight.com. This episode is brought to you by CO-OP Financial Services. CO-OP is your trusted payments processing partner whose mission is to drive the credit union movement forward.In this episode, Randy is speaking with The Honorable Rodney E. Hood. He was nominated by the President and confirmed in 2019 as the 11th Chairman of the NCUA. They discuss his goals for the NCUA under his chairmanship, and what he sees as opportunities and challenges for credit unions.Chairman Hood discusses where credit unions are today and what he sees as the challenges that they face in the future. He speaks about diversity, equity, and inclusion, why it is so crucial in credit unions today, and about the DEI Summit that was held last year. They chat about the NCUA and how they are embracing diversity in the way they recruit from more diverse candidate groups.Listen in as they talk about where Chairman Hood sees the NCUA in the year ahead and what he hopes to accomplish during his time as Chairman. He tells us why he took the position at NCUA, how the inspiration with time on the job, and what he feels his leadership style is. He says regulation needs to be effective, not excessive, and that is something his team hears him say all the time and they are working towards.Chairman Rodney Hood has a lot to share, and you don’t want to miss any of it. He is a genuine person that has a passion for helping people and loves to share his insights on the credit union industry. So sit back, plugin and enjoy!Find the full show notes on CUInsight.com.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book ListHow to find Chairman Hood:The Honorable Rodney E. Hood, Chairman of the National Credit Union Administration www.NCUA.gov Contact | LinkedIn | Twitter

“Proper preparation and planning prevent poor performance.” - Chairman Rodney E. HoodWelcome to episode 54 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="http://visit.coop/yaxxmg" rel="nofollow" target="_blank">CO-OP Financial Services</a>. CO-OP is your trusted payments processing partner whose mission is to drive the credit union movement forward.In this episode, Randy is speaking with <a href="https://www.ncua.gov/about-ncua/leadership/honorable-rodney-e-hood" rel="nofollow" target="_blank">The Honorable Rodney E. Hood</a>. He was nominated by the President and confirmed in 2019 as the 11th Chairman of the <a href="https://www.ncua.gov/" rel="nofollow" target="_blank">NCUA</a>. They discuss his goals for the NCUA under his chairmanship, and what he sees as opportunities and challenges for credit unions.Chairman Hood discusses where credit unions are today and what he sees as the challenges that they face in the future. He speaks about diversity, equity, and inclusion, why it is so crucial in credit unions today, and about the DEI Summit that was held last year. They chat about the NCUA and how they are embracing diversity in the way they recruit from more diverse candidate groups.Listen in as they talk about where Chairman Hood sees the NCUA in the year ahead and what he hopes to accomplish during his time as Chairman. He tells us why he took the position at NCUA, how the inspiration with time on the job, and what he feels his leadership style is. He says regulation needs to be effective, not excessive, and that is something his team hears him say all the time and they are working towards.Chairman Rodney Hood has a lot to share, and you don’t want to miss any of it. He is a genuine person that has a passion for helping people and loves to share his insights on the credit union industry. So sit back, plugin and enjoy! Find the full show notes on <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-rodney-hood-effective-not-excessive-54.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://play.google.com/music/m/Idoi6xb22fusgk6pnux6deiidgy?t=The_CUInsight_Experience" rel="nofollow" target="_blank">Google Play</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 Chairman Hood: The Honorable Rodney E. Hood, Chairman of the National Credit Union Administration <a href="http://www.ncua.gov" rel="nofollow" target="_blank">www.NCUA.gov</a> <a href="https://www.ncua.gov/contact-us" rel="nofollow" target="_blank">Contact</a> | <a href="https://www.linkedin.com/in/rodneyhood1" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://twitter.com/Rodney_e_hood" rel="nofollow" target="_blank">Twitter</a>

Rodney Hood - Effective Not Excessive (#54)

Adrian Johnson

“Live simply, care deeply, speak kindly, and give of your time and your treasure.” - Adrian JohnsonWelcome to episode 28 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. Today’s guest is Adrian Johnson the senior vice president and chief financial officer of MECU of Baltimore. He is also the board chair of the African American Credit Union Coalition. We chat about the mission and purpose of the credit union in the Baltimore community and giving back. After leaving the banking world, Adrian found the credit union and loved the servant mindset and ability to give back to his community. He was hooked. He has spent his entire working life making a difference in the lives of the people in his credit union and his community. His work on the AACUC has helped increase the level of diversification in credit unions in his area, but his goal has not been met. Learn more about credit unions impact their surrounding communities and why the war for talent is heating up. Adrian has been in the business for more than 40 years and has innumerable insights to share.View the full show notes here.Subscribe on: Apple Podcasts, Spotify, Google Podcasts, StitcherHow to find Adrian Johnson:Adrian Johnson, SVP and CFO of MECU of Baltimore ajohnson@mecu.comwww.mecu.com LinkedIn | Twitter In This Episode:[00:28] - Welcome back to the show! Randy introduces Adrian Johnson, today’s guest.[02:18] - Adrian talks about the impact of MECU in Baltimore and the culture they create.[03:37] - At MECU, the goal is to attract people who are service oriented and want to make a difference. Adrian shares how they are waging the war for talent.[06:53] - The drive to help people was ingrained early on for Adrian and has gotten stronger as he’s grown in his career.[10:30] - What threats are credit unions facing? [12:07] - Adrian joined the AACUC in 2002 and chats about the impact it has had on his life and career and the credit union world as a whole.[15:27] - Randy shares one of his favorite credit union experiences, that happened at an AACUC event.[16:26] - Reach out to Adrian if you want to get more involved with the AACUC.[18:00] - Learn why Adrian started in the industry and why he has stayed. [20:40] - As like many other credit union leaders, Adrian identifies as a servant leader.[21:35] - The team would say Adrian is approachable, honest, a team player, and focused on team success. [24:01] - Any mistakes he made or that he sees made over and over again? [25:27] - “To whom much is given, much is required”, “Be careful what you ask for because you just might get it!”, and “Live simply, care deeply, speak kindly, and give of your time and your treasure.” are phrases Adrian’s team hears often.[26:27] - His focus on diversification has led to a strong, teamwork driven team.

“Live simply, care deeply, speak kindly, and give of your time and your treasure.” - Adrian JohnsonWelcome to episode 28 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>. Today’s guest is Adrian Johnson the senior vice president and chief financial officer of MECU of Baltimore. He is also the board chair of the African American Credit Union Coalition. We chat about the mission and purpose of the credit union in the Baltimore community and giving back. After leaving the banking world, Adrian found the credit union and loved the servant mindset and ability to give back to his community. He was hooked. He has spent his entire working life making a difference in the lives of the people in his credit union and his community. His work on the AACUC has helped increase the level of diversification in credit unions in his area, but his goal has not been met. Learn more about credit unions impact their surrounding communities and why the war for talent is heating up. Adrian has been in the business for more than 40 years and has innumerable insights to share. View the full show notes <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-adrian-johnson-a-culture-of-caring-28.html" rel="nofollow" target="_blank">here</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://www.stitcher.com/podcast/the-cuinsight-experience?refid=stpr" rel="nofollow" target="_blank">, </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">, </a><a href="https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8yNDQzMDQucnNz" rel="nofollow" target="_blank">Google Podcasts</a><a href="https://www.stitcher.com/podcast/the-cuinsight-experience?refid=stpr" rel="nofollow" target="_blank">, Stitcher</a>How to find Adrian Johnson: Adrian Johnson, SVP and CFO of <a href="https://www.mecu.com/" rel="nofollow" target="_blank">MECU of Baltimore</a> ajohnson@mecu.com <a href="http://www.mecu.com" rel="nofollow" target="_blank">www.mecu.com</a> <a href="https://www.linkedin.com/in/adrian-johnson-9965094/" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://twitter.com/AACUC1" rel="nofollow" target="_blank">Twitter</a> In This Episode:[00:28] - Welcome back to the show! Randy introduces Adrian Johnson, today’s guest.[02:18] - Adrian talks about the impact of MECU in Baltimore and the culture they create.[03:37] - At MECU, the goal is to attract people who are service oriented and want to make a difference. Adrian shares how they are waging the war for talent.[06:53] - The drive to help people was ingrained early on for Adrian and has gotten stronger as he’s grown in his career.[10:30] - What threats are credit unions facing? [12:07] - Adrian joined the AACUC in 2002 and chats about the impact it has had on his life and career and the credit union world as a whole.[15:27] - Randy shares one of his favorite credit union experiences, that happened at an AACUC event.[16:26] - Reach out to Adrian if you want to get more involved with the AACUC.[18:00] - Learn why Adrian started in the industry and why he has stayed. [20:40] - As like many other credit union leaders, Adrian identifies as a servant leader.[21:35] - The team would say Adrian is approachable, honest, a team player, and focused on team success. [24:01] - Any mistakes he made or that he sees made over and over again? [25:27] - “To whom much is given, much is required”, “Be careful what you ask for because you just might get it!”, and “Live simply, care deeply, speak kindly, and give of your time and your treasure.” are phrases Adrian’s team hears often.[26:27] - His focus on diversification has led to a strong, teamwork driven team.

Adrian Johnson - Culture of Caring (#28)

Diana Dykstra

“I’ve never met a regulation I can’t work around.” - Diana DykstraWelcome to episode 16 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. The President and CEO of the California and Nevada Credit Union Leagues, Diana Dykstra, is today’s guest! Diana is also on the WOCCU board, the current President of the Western CUNA Management School, and much more. Listen in to our conversation, which will explore everything from why it’s so important for her to be involved on the national and global level, what she’s learned from her experiences, and various aspects of innovation.Diana learns a lot from the international credit union system, she points out. Seeing credit unions in other countries helps you remember and appreciate how important the credit union movement is worldwide. She also enjoys learning from these international sources, as well as sharing her own insight and knowledge with them.As you may have gathered by now, Diana is an incredibly busy and productive woman. We’ll chat about her time management system and how she manages to get so much done! She doesn’t really use to-do lists, but always knows what she needs to do the next day, she points out. Thanks to always having been busy, she naturally knows how to manage it and juggle everything she has to do.Tune into the episode to hear all about these topics, as well as the greatest strengths of Diana’s team, what they’ve heard her say so many times that they could finish her sentence, what inspired her to start working in credit unions (and whether that inspiration has changed), and much more. Enjoy!Find links to everything we talked about in the show notes on CUInsight.com.How to find Diana:Diana DykstraPresident and CEO, California and Nevada Credit Union Leagues dianad@ccul.orgwww.ccul.orgTwitter | Linkedin In This Episode:[00:03] - Randy welcomes listeners back to the show, and introduces Diana Dykstra.[02:48] - Did Diana enjoy preparing for the Wegner Award, or was she troubled because she still feels like she has so much to do?[03:58] - Diana talks about why it’s so important to her to learn from credit union systems internationally.[05:54] - Does Diana have a favorite experience from her work outside of the United States?[07:02] - Diana shares the advice that she would give someone who has an interest in the global good and would like to be a part of that system.[08:22] - We hear about what has continued to motivate Diana over her years of work in credit unions. She also talks about her time management system, and whether she’s good at switching off from work.[11:10] - What’s Diana’s reaction to the phrase “that’s the way we’ve always done it”?[12:12] - Is there a belief in credit unions that Diana thinks will have to fundamentally change in the relatively near future?[13:32] - Diana talks about the war for talent in California’s credit unions.[15:49] - We hear Diana’s thoughts on the fear of change, and how she helps minimize this for the people who she leads. [18:39] - Diana chats about whether she has a network of people to lean on for honest feedback, even when it might not be positive.[19:30] - What inspired Diana originally to ta

“I’ve never met a regulation I can’t work around.” - Diana Dykstra Welcome to episode 16 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>. The President and CEO of the California and Nevada Credit Union Leagues, Diana Dykstra, is today’s guest! Diana is also on the <a href="https://www.woccu.org/" rel="nofollow" target="_blank">WOCCU</a> board, the current President of the Western CUNA Management School, and much more. Listen in to our conversation, which will explore everything from why it’s so important for her to be involved on the national and global level, what she’s learned from her experiences, and various aspects of innovation.Diana learns a lot from the international credit union system, she points out. Seeing credit unions in other countries helps you remember and appreciate how important the credit union movement is worldwide. She also enjoys learning from these international sources, as well as sharing her own insight and knowledge with them.As you may have gathered by now, Diana is an incredibly busy and productive woman. We’ll chat about her time management system and how she manages to get so much done! She doesn’t really use to-do lists, but always knows what she needs to do the next day, she points out. Thanks to always having been busy, she naturally knows how to manage it and juggle everything she has to do.Tune into the episode to hear all about these topics, as well as the greatest strengths of Diana’s team, what they’ve heard her say so many times that they could finish her sentence, what inspired her to start working in credit unions (and whether that inspiration has changed), and much more. Enjoy! Find links to everything we talked about in the show notes on <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-diana-dykstra-challenging-the-status-quo-16.html" rel="nofollow" target="_blank">CUInsight.com</a>.How to find Diana: Diana Dykstra President and CEO, California and Nevada Credit Union Leagues <a href="mailto:dianad@ccul.org">dianad@ccul.org</a> <a href="http://www.ccul.org" rel="nofollow" target="_blank">www.ccul.org</a> <a href="https://twitter.com/DianaRDykstra" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.linkedin.com/in/dykstra-diana-064062a/" rel="nofollow" target="_blank">Linkedin</a> In This Episode:[00:03] - Randy welcomes listeners back to the show, and introduces Diana Dykstra.[02:48] - Did Diana enjoy preparing for the <a href="https://www.youtube.com/watch?v=tC1e6mJ40SE" rel="nofollow" target="_blank">Wegner Award</a>, or was she troubled because she still feels like she has so much to do?[03:58] - Diana talks about why it’s so important to her to learn from credit union systems internationally.[05:54] - Does Diana have a favorite experience from her work outside of the United States?[07:02] - Diana shares the advice that she would give someone who has an interest in the global good and would like to be a part of that system.[08:22] - We hear about what has continued to motivate Diana over her years of work in credit unions. She also talks about her time management system, and whether she’s good at switching off from work.[11:10] - What’s Diana’s reaction to the phrase “that’s the way we’ve always done it”?[12:12] - Is there a belief in credit unions that Diana thinks will have to fundamentally change in the relatively near future?[13:32] - Diana talks about the war for talent in California’s credit unions.[15:49] - We hear Diana’s thoughts on the fear of change, and how she helps minimize this for the people who she leads. [18:39] - Diana chats about whether she has a network of people to lean on for honest feedback, even when it might not be positive.[19:30] - What inspired Diana originally to ta

Diana Dykstra - Challenging the Status Quo (#16)

Chuck Fagan

"Promise what you can deliver and work hard to deliver more" - Chuck FaganWelcome to episode five of The CUInsight Experience. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more will be asked and answered.The goal of The CUInsight Experience is to dive deeper with the people of the credit union community and find gems from their experiences that add value to all of us.Our guest today is Chuck Fagan (@PSCUForward ). Chuck is the president and CEO of the PSCU. He leads PSCU driving digitization of the cooperative to enable credit union growth, and to provide an unparalleled member experience through service delivery, best-in-class payments solutions, and security of member data.Chuck’s career in the credit union industry spans over three decades, beginning at Virginia Credit Union managing card services. In 1997, Fagan joined PSCU, and as EVP, Chief Sales Officer notably helped pioneer the company’s efforts in bringing emerging payments technologies to credit unions. From 2013 to 2015, Fagan was President &amp; CEO of Credit Union Executive Society (CUES), a membership association dedicated to educating and developing credit union executives and emerging leaders. You can read more about Chuck here.In this episode we discuss digital payments and disruption, the ongoing fight against fraud and protecting members and employee engagement. As we always do, we wrap up this episode getting to learn more about Chuck’s leadership style, life hacks and what life looks like outside PSCU.Listen to the full episode or scroll down past the show notes to read the full transcript. You’ll even find out how Chuck’s blew up my inbox on one of his first days back at PSCU to the tune of 800 emails in one day. Enjoy.www.CUInsight.com

"Promise what you can deliver and work hard to deliver more" - Chuck Fagan Welcome to episode five of The CUInsight Experience. 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>. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more will be asked and answered.The goal of The CUInsight Experience is to dive deeper with the people of the credit union <a href="https://www.cuinsight.com/community.html" rel="nofollow" target="_blank">community</a> and find gems from their experiences that add value to all of us.Our guest today is Chuck Fagan (<a href="https://twitter.com/PSCUForward" rel="nofollow" target="_blank">@PSCUForward </a>). Chuck is the president and CEO of the <a href="https://www.cuinsight.com/ad/index.php?redirect_to=http%3A%2F%2Fwww.pscu.com%2F&amp;url=https%3A%2F%2Fwww.cuinsight.com%2Fad%2Fpscu-partner-leaderboard-11-18&amp;title=PSCU%20Partner%20Leaderboard%2011-18&amp;partner=PSCU&amp;pid=172569" rel="nofollow" target="_blank">PSCU</a>. He leads PSCU driving digitization of the cooperative to enable credit union growth, and to provide an unparalleled member experience through service delivery, best-in-class payments solutions, and security of member data.Chuck’s career in the credit union industry spans over three decades, beginning at <a href="https://www.vacu.org/" rel="nofollow" target="_blank">Virginia Credit Union</a> managing card services. In 1997, Fagan joined PSCU, and as EVP, Chief Sales Officer notably helped pioneer the company’s efforts in bringing emerging payments technologies to credit unions. From 2013 to 2015, Fagan was President &amp; CEO of Credit Union Executive Society (<a href="https://www.cuinsight.com/ad/index.php?redirect_to=https%3A%2F%2Fwww.cues.org%2Fmembership%2Fmanagement-memberships%3Futm_source%3Dcuinsight%26utm_medium%3Dpartner%26utm_campaign%3Doctober&amp;url=https%3A%2F%2Fwww.cuinsight.com%2Fad%2Fcues-partner-leaderboard-10-19&amp;title=CUES%20Partner%20Leaderboard%2010-19&amp;partner=CUES&amp;pid=170680" rel="nofollow" target="_blank">CUES</a>), a membership association dedicated to educating and developing credit union executives and emerging leaders. You can read more about Chuck <a href="https://www.pscu.com/chuck-fagan-bio" rel="nofollow" target="_blank">here</a>.In this episode we discuss digital payments and disruption, the ongoing fight against fraud and protecting members and employee engagement. As we always do, we wrap up this episode getting to learn more about Chuck’s leadership style, life hacks and what life looks like outside <a href="https://www.cuinsight.com/ad/index.php?redirect_to=http%3A%2F%2Fwww.pscu.com%2F&amp;url=https%3A%2F%2Fwww.cuinsight.com%2Fad%2Fpscu-partner-leaderboard-11-18&amp;title=PSCU%20Partner%20Leaderboard%2011-18&amp;partner=PSCU&amp;pid=172569" rel="nofollow" target="_blank">PSCU</a>.Listen to the full episode or scroll down past the <a href="https://www.cuinsight.com/the-cuinsight-experience-chuck-fagan-trust-is-not-enough.html" rel="nofollow" target="_blank">show notes to read the full transcript</a>. You’ll even find out how Chuck’s blew up my inbox on one of his first days back at PSCU to the tune of 800 emails in one day. Enjoy. <a href="https://www.cuinsight.com/the-cuinsight-experience-chuck-fagan-trust-is-not-enough.html" rel="nofollow" target="_blank">www.CUInsight.com</a>

Chuck Fagan – Trust is Not Enough (#5)

“The highway is littered with dead squirrels who couldn't make up their mind.” - Bob Trunzo Welcome to episode 32 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. On this episode, Randy is chatting with Bob Trunzo the president and CEO of CUNA Mutual Group. Learn about the pace of change in financial services, agile technology, and why risks are important to take.Bob and Randy start the conversation off discussing how credit unions need to adapt to stay relevant. Bob shares his thoughts on digital innovation and why keeping up with the technology is imperative for credit union survival. Technology saves the credit union and the members time and money which is what will keep both happy.Bob also chats about the role of CUNA Mutual Group in setting an example for changes in thoughts and actions around inclusion and diversity. Credit unions need to look, feel, and act like their members to keep those members. It doesn’t matter where you come from, it only matters that you have a heart for service and a drive for excellence.Learn more about Bob in the life and leadership hacks and rapid-fire questions as well. He shares his yearly notecard ritual, his Peloton obsession, and the book that he’s read over and over again. You won’t want to miss this conversation. It’s fast-paced and enlightening.View the full show notes here.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher How to find Bob:Robert TrunzoPresident and CEO, CUNA Mutual Groupwww.cunamutual.com robert.trunzo@cunamutual.comLinkedIn In This Episode:[00:30] - Welcome back to the show and learn about this episode’s guest, Bob Trunzo.[02:14] - First up Bob chats about how he has helped CUNA Mutual Group move into the digital age.[04:15] - Bob shares his thoughts on the biggest challenges facing credit unions today.[06:39] - Bob describes CUNA Mutual Group today and it’s not your mom and dad’s company.[09:41] - How does CUNA Mutual Group stay agile? [11:20] - What causes Bob to pull the plug on opportunities when they don’t pan out? [13:14] - Bob comments on diversity and inclusion and why it is an important focus for CUNA Mutual Group.[17:06] - How do they keep the culture positive at CUNA Mutual Group with all the transitions and changes? [18:18] - Any credit union behaviors or beliefs that need to change to stay relevant? [19:47] - What keeps Bob excited about where the industry is going? [20:42] - Bob shares his inspiration for taking the job as president and CEO of CUNA Mutual Group and how it has changed over the years.[23:16] - Does Bob feel he’s changed as a leader? [25:53] - What does say so often that his team can finish his sentence?[26:37] - Bob thinks a mistake young leaders make is not making a decision.[27:38] - Why Bob’s Miller Park Stadium project was such a memorable failure in his career.[29:21] - How does Bob push through when he runs into a wall on a project? [30:30] - Bob shares what he does to recharge.[31:55] - Enter the start of the rapid-fire questions: flirti

“The highway is littered with dead squirrels who couldn't make up their mind.” - Bob Trunzo Welcome to episode 32 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>. On this episode, Randy is chatting with Bob Trunzo the president and CEO of CUNA Mutual Group. Learn about the pace of change in financial services, agile technology, and why risks are important to take.Bob and Randy start the conversation off discussing how credit unions need to adapt to stay relevant. Bob shares his thoughts on digital innovation and why keeping up with the technology is imperative for credit union survival. Technology saves the credit union and the members time and money which is what will keep both happy.Bob also chats about the role of CUNA Mutual Group in setting an example for changes in thoughts and actions around inclusion and diversity. Credit unions need to look, feel, and act like their members to keep those members. It doesn’t matter where you come from, it only matters that you have a heart for service and a drive for excellence.Learn more about Bob in the life and leadership hacks and rapid-fire questions as well. He shares his yearly notecard ritual, his Peloton obsession, and the book that he’s read over and over again. You won’t want to miss this conversation. It’s fast-paced and enlightening. View the full show notes <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-bob-trunzo-pushing-and-driving-change-32.html" rel="nofollow" target="_blank">here</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://play.google.com/music/m/Idoi6xb22fusgk6pnux6deiidgy?t=The_CUInsight_Experience" rel="nofollow" target="_blank">Google Play</a>, <a href="https://www.stitcher.com/podcast/the-cuinsight-experience?refid=stpr" rel="nofollow" target="_blank">Stitcher</a> How to find Bob: Robert Trunzo President and CEO, CUNA Mutual Group <a href="http://www.cunamutual.com" rel="nofollow" target="_blank">www.cunamutual.com</a> <a href="mailto:robert.trunzo@cunamutual.com">robert.trunzo@cunamutual.com</a> <a href="https://www.linkedin.com/in/bobtrunzo" rel="nofollow" target="_blank">LinkedIn</a> In This Episode: [00:30] - Welcome back to the show and learn about this episode’s guest, Bob Trunzo. [02:14] - First up Bob chats about how he has helped CUNA Mutual Group move into the digital age. [04:15] - Bob shares his thoughts on the biggest challenges facing credit unions today. [06:39] - Bob describes CUNA Mutual Group today and it’s not your mom and dad’s company. [09:41] - How does CUNA Mutual Group stay agile?  [11:20] - What causes Bob to pull the plug on opportunities when they don’t pan out?  [13:14] - Bob comments on diversity and inclusion and why it is an important focus for CUNA Mutual Group. [17:06] - How do they keep the culture positive at CUNA Mutual Group with all the transitions and changes?  [18:18] - Any credit union behaviors or beliefs that need to change to stay relevant?  [19:47] - What keeps Bob excited about where the industry is going?  [20:42] - Bob shares his inspiration for taking the job as president and CEO of CUNA Mutual Group and how it has changed over the years. [23:16] - Does Bob feel he’s changed as a leader?  [25:53] - What does say so often that his team can finish his sentence? [26:37] - Bob thinks a mistake young leaders make is not making a decision. [27:38] - Why Bob’s Miller Park Stadium project was such a memorable failure in his career. [29:21] - How does Bob push through when he runs into a wall on a project?  [30:30] - Bob shares what he does to recharge. [31:55] - Enter the start of the rapid-fire questions: flirti

Bob Trunzo - Pushing and Driving Change (#32)

Maria Martinez

"If you do good, good comes back to you" - Maria MartinezWelcome to episode seven of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. Our guest this week is Maria Martinez. Maria is the president and CEO of Border Federal Credit Union, headquartered in Del Rio, TX, serving 13 Texas counties. Maria is currently on the CUNA Board of Directors and a proud Credit Union Development Educator (CUDE). She has been in the credit union industry for over 28 years, 20 of those years as BFCU's President/CEO. You really need to check out Maria’s bio to see the depth of her passion for credit unions. The best one I found is here (you’ll notice there’s not enough page for her accomplishments if you scroll to the bottom).The goal of The CUInsight Experience is to dive deeper with the people of the credit union community and find gems from their experiences that add value to all of us. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more will be asked and answered.In this episode we discuss the path Maria took to get where she is today. How serving the underserved and hispanic community has been a lifelong passion. We also touched on the importance of Border FCU in the community. Our conversation about engaging and educating young people was the perfect lead in to the leadership and life hacks section of the show. And as always we wrapped it up with the rapid fire questions to get to know Maria a little more.Listen to the full episode and click here for the show notes and to read the full transcript. This was a fun conversation. If you listen all the way through you’ll find out why Maria wishes she could clone herself and why her husband may be against it. I really enjoyed recording this episode. I hope you enjoy listening to it too.www.CUInsight.com

"If you do good, good comes back to you" - Maria Martinez Welcome to episode seven 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>. Our guest this week is Maria Martinez. Maria is the president and CEO of <a href="https://www.borderfcu.com/" rel="nofollow" target="_blank">Border Federal Credit Union</a>, headquartered in Del Rio, TX, serving 13 Texas counties. Maria is currently on the <a href="https://www.cuna.org/" rel="nofollow" target="_blank">CUNA</a> Board of Directors and a proud Credit Union Development Educator (<a href="https://www.ncuf.coop/how-we-help/de/credit-union-development-education-program.cmsx" rel="nofollow" target="_blank">CUDE</a>). She has been in the credit union industry for over 28 years, 20 of those years as BFCU's President/CEO. You really need to check out Maria’s bio to see the depth of her passion for credit unions. The best one I found is <a href="https://www.cuna.org/About-CUNA/Board-and-Committees/Bios/Maria-J--Martinez/" rel="nofollow" target="_blank">here</a> (you’ll notice there’s not enough page for her accomplishments if you scroll to the bottom).The goal of <a href="https://www.cuinsight.com/author/randall-smith" rel="nofollow" target="_blank">The CUInsight Experience</a> is to dive deeper with the people of the credit union community and find gems from their experiences that add value to all of us. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more will be asked and answered.In this episode we discuss the path Maria took to get where she is today. How serving the underserved and hispanic community has been a lifelong passion. We also touched on the importance of <a href="https://www.borderfcu.com/" rel="nofollow" target="_blank">Border FCU</a> in the community. Our conversation about engaging and educating young people was the perfect lead in to the leadership and life hacks section of the show. And as always we wrapped it up with the rapid fire questions to get to know Maria a little more.Listen to the full episode and <a href="https://www.cuinsight.com/the-cuinsight-experience-maria-martinez-finding-the-way-to-yes.html" rel="nofollow" target="_blank">click here</a> for the <a href="https://www.cuinsight.com/the-cuinsight-experience-maria-martinez-finding-the-way-to-yes.html" rel="nofollow" target="_blank">show notes</a> and to read the <a href="https://www.cuinsight.com/the-cuinsight-experience-maria-martinez-finding-the-way-to-yes.html" rel="nofollow" target="_blank">full transcript</a>. This was a fun conversation. If you listen all the way through you’ll find out why Maria wishes she could clone herself and why her husband may be against it. I really enjoyed recording this episode. I hope you enjoy listening to it too.<a href="https://www.cuinsight.com/the-cuinsight-experience-maria-martinez-finding-the-way-to-yes.html" rel="nofollow" target="_blank">www.CUInsight.com</a>

Maria Martinez - Finding the Way to Yes (#7)

Caroline Willard

“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>

Caroline Willard - Fearless Not Reckless (#20)

Lois Kitsch

“Truly trust that life works and that things will work out.” - Lois KitschWelcome to episode 27 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. Today’s guest is Lois Kitsch the co-founder of CU Difference. She has worked for years in developing bright minds not only in the credit union space but also within the world as a whole.Lois and I sat down while in Kenya to discuss the developmental education programs both in the US and abroad and how they mirror each other. We share our love of travel and how meaningful the experience in Africa was. We also discuss how credit unions benefit from being involved in aid programs for other countries.This was a truly special episode recorded during an amazing trip abroad. Listen in to learn how Lois’s work with DE in the United States has helped her with her passions in Africa. If you’re interested in learning how to become more involved in cooperative development abroad, contact Lois at cudifference.com.View the full show notes here.Subscribe on: Apple Podcasts, Spotify, Google Podcasts, StitcherHow to find Lois:Lois Kitsch, Co-founder of CU Differencelois@cudifference.comwww.cudifference.comLinkedIn | FacebookIn This Episode:[00:33] - Welcome back to the show! Randy introduces Lois Kitsch, today’s guest.[03:12] - Lois shares the recording location for the day’s episode, Kenya.[03:54] - Learn more about the international version of the developmental education program.[05:50] - 43% of Kenyans have no access to clean water, just one of the concerns that credit unions in Africa are tackling.[06:37] - Inclusion of women and children in Africa is another big issue that cooperatives are tackling.[07:39] - Credit union movements in Africa are very diverse and Lois provides more information about them.[09:17] - What are the benefits to US credit unions of participating in programs like ACDE?[10:59] - If you want to find out more about the development education programs in Africa, contact Lois.[12:39] - How did Lois get involved in credit unions and what is her inspiration for continuing on?[14:12] - Lois was 45 when she first left the United States and has been to almost 70 different countries.[14:46] - Her favorite place to travel to is Masai Mara Kenya.[15:31] - “Trust the process,” one of Lois’s favorite sayings.[16:13] - Biggest mistakes that Lois made as a new leader were not trusting herself and second-guessing herself. [17:03] - Lois says she’d tell her 25-year-old self to find balance and work better not harder.[21:38] - Trust the process in DE, but trust the process in life as well.[22:15] - Outside of credit union development, Lois likes doing yoga, walking, and drumming.[23:32] - Lois skipped out in high school and blamed it on her twin sister.[24:13] - Daily routine when she’s home is to do yoga, but when she’s traveling it falls away.[24:44] - Favorite artists are Chris Botti, 

“Truly trust that life works and that things will work out.” - Lois KitschWelcome to episode 27 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>. Today’s guest is Lois Kitsch the co-founder of CU Difference. She has worked for years in developing bright minds not only in the credit union space but also within the world as a whole. Lois and I sat down while in Kenya to discuss the developmental education programs both in the US and abroad and how they mirror each other. We share our love of travel and how meaningful the experience in Africa was. We also discuss how credit unions benefit from being involved in aid programs for other countries. This was a truly special episode recorded during an amazing trip abroad. Listen in to learn how Lois’s work with DE in the United States has helped her with her passions in Africa. If you’re interested in learning how to become more involved in cooperative development abroad, contact Lois at <a href="https://cudifference.com" rel="nofollow" target="_blank">cudifference.com</a>. View the full show notes <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-lois-kitsch-trust-the-process-27.html" rel="nofollow" target="_blank">here</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://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8yNDQzMDQucnNz" rel="nofollow" target="_blank">Google Podcasts</a>, <a href="https://www.stitcher.com/podcast/the-cuinsight-experience?refid=stpr" rel="nofollow" target="_blank">Stitcher</a>How to find Lois: Lois Kitsch, Co-founder of <a href="https://cudifference.com" rel="nofollow" target="_blank">CU Difference</a> lois@cudifference.com <a href="https://cudifference.com" rel="nofollow" target="_blank">www.cudifference.com</a> <a href="https://www.linkedin.com/in/loiskitsch/" rel="nofollow" target="_blank">LinkedIn</a> | <a href="https://www.facebook.com/cudifference/" rel="nofollow" target="_blank">Facebook</a>In This Episode: [00:33] - Welcome back to the show! Randy introduces Lois Kitsch, today’s guest. [03:12] - Lois shares the recording location for the day’s episode, Kenya. [03:54] - Learn more about the international version of the developmental education program. [05:50] - 43% of Kenyans have no access to clean water, just one of the concerns that credit unions in Africa are tackling. [06:37] - Inclusion of women and children in Africa is another big issue that cooperatives are tackling. [07:39] - Credit union movements in Africa are very diverse and Lois provides more information about them. [09:17] - What are the benefits to US credit unions of participating in programs like ACDE? [10:59] - If you want to find out more about the development education programs in Africa, contact Lois. [12:39] - How did Lois get involved in credit unions and what is her inspiration for continuing on? [14:12] - Lois was 45 when she first left the United States and has been to almost 70 different countries. [14:46] - Her favorite place to travel to is Masai Mara Kenya. [15:31] - “Trust the process,” one of Lois’s favorite sayings. [16:13] - Biggest mistakes that Lois made as a new leader were not trusting herself and second-guessing herself. [17:03] - Lois says she’d tell her 25-year-old self to find balance and work better not harder. [21:38] - Trust the process in DE, but trust the process in life as well. [22:15] - Outside of credit union development, Lois likes doing yoga, walking, and drumming. [23:32] - Lois skipped out in high school and blamed it on her twin sister. [24:13] - Daily routine when she’s home is to do yoga, but when she’s traveling it falls away. [24:44] - Favorite artists are <a href="http://chrisbotti.com/tour/" rel="nofollow" target="_blank">Chris Botti</a>, <a href="https://www.rollingstones.com/" rel="nofollow" target="_blank"></a>

Lois Kitsch - Trust the Process (#27)

Lynette Smith

"Admit it, correct it, and put in place procedures to prevent it from happening again." - Lynette SmithWelcome to episode 26 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. Today’s guest is Lynette Smith the president and CEO of TruEnergy FCU and serves on the boards of the African American Credit Union Coalition and the Metropolitan Area Credit Union Management Association. We discuss rebranding and determining when it is necessary for a business. We also talk about the 2011 CEO of the Year Award she received for leading a smaller credit union and how to keep those smaller credit unions relevant in the current market.Lynette and I start off our conversation digging into the complete process of rebranding and all of the requirements you need to take into account. We discuss branding companies and their capabilities and distinctions. We also discuss the reason behind rebranding and the value that it brings when done appropriately. The undertaking is massive, but for True Energy FCU it was incredibly worth it.We then begin our discussion on the challenges smaller credit unions face while trying to stay relevant in today’s market. Lynette believes the biggest challenges are found in keeping up with compliance and technology. While there is admittedly value in updating technology, it is difficult to support the initial costs. In addition, we talk about the importance of credit union associations and the connections you make when you get involved. Listen to this episode if rebranding is in your future. The information and insights Lynette shares are invaluable in understanding the requirements and the process. We also discuss keeping smaller credit unions relevant in today’s market. You won’t want to miss this! View the full show notes here.Subscribe on: Apple Podcasts, Spotify, Google Podcasts, StitcherHow to find Lynette:Lynette SmithPresident &amp; CEO of TruEnergy FCU lsmith@truenergyfcu.orgLinkedIn In This Episode:[00:03] - Welcome back to the show! Randy introduces Lynette Smith, today’s guest.[02:26] - We dive into the rebranding of TruEnergy FCU and the reason behind it.[03:49] - Lynette talks about the process of rebranding in detail, from hiring a branding team to notifying the board.[06:07] - The person responsible for coordinating the rebranding was their COO.[06:50] - They were not able to use the same marketing firm for the branding change versus branding awareness.[10:53] - Lynette discusses the beauty of the FAQ page they created and how it helped their customers. [11:27] - We switch gears and discuss the challenges that the smaller credit unions face. [12:23] - The biggest problem is keeping up with compliance and technology.[13:06] - Can technology help the small credit unions? [14:42] - Handling cyber threats and salary structures are also huge problems.[15:44] - As a leader and CEO do you sell the idea that y

"Admit it, correct it, and put in place procedures to prevent it from happening again." - Lynette Smith Welcome to episode 26 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>. Today’s guest is Lynette Smith the president and CEO of TruEnergy FCU and serves on the boards of the African American Credit Union Coalition and the Metropolitan Area Credit Union Management Association. We discuss rebranding and determining when it is necessary for a business. We also talk about the 2011 CEO of the Year Award she received for leading a smaller credit union and how to keep those smaller credit unions relevant in the current market.Lynette and I start off our conversation digging into the complete process of rebranding and all of the requirements you need to take into account. We discuss branding companies and their capabilities and distinctions. We also discuss the reason behind rebranding and the value that it brings when done appropriately. The undertaking is massive, but for True Energy FCU it was incredibly worth it.We then begin our discussion on the challenges smaller credit unions face while trying to stay relevant in today’s market. Lynette believes the biggest challenges are found in keeping up with compliance and technology. While there is admittedly value in updating technology, it is difficult to support the initial costs. In addition, we talk about the importance of credit union associations and the connections you make when you get involved. Listen to this episode if rebranding is in your future. The information and insights Lynette shares are invaluable in understanding the requirements and the process. We also discuss keeping smaller credit unions relevant in today’s market. You won’t want to miss this! View the full show notes <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-lynette-smith-willing-to-share-26.html" rel="nofollow" target="_blank">here</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://www.stitcher.com/podcast/the-cuinsight-experience?refid=stpr" rel="nofollow" target="_blank">, </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">, </a><a href="https://podcasts.google.com/?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8yNDQzMDQucnNz" rel="nofollow" target="_blank">Google Podcasts</a><a href="https://www.stitcher.com/podcast/the-cuinsight-experience?refid=stpr" rel="nofollow" target="_blank">, Stitcher</a>How to find Lynette: Lynette Smith President &amp; CEO of <a href="https://www.truenergyfcu.org/" rel="nofollow" target="_blank">TruEnergy FCU</a> <a href="mailto:lsmith@truenergyfcu.org">lsmith@truenergyfcu.org</a> <a href="https://www.linkedin.com/in/lynette-smith-7726a124/" rel="nofollow" target="_blank">LinkedIn</a> In This Episode: [00:03] - Welcome back to the show! Randy introduces Lynette Smith, today’s guest. [02:26] - We dive into the rebranding of TruEnergy FCU and the reason behind it. [03:49] - Lynette talks about the process of rebranding in detail, from hiring a branding team to notifying the board. [06:07] - The person responsible for coordinating the rebranding was their COO. [06:50] - They were not able to use the same marketing firm for the branding change versus branding awareness. [10:53] - Lynette discusses the beauty of the FAQ page they created and how it helped their customers.  [11:27] - We switch gears and discuss the challenges that the smaller credit unions face.  [12:23] - The biggest problem is keeping up with compliance and technology. [13:06] - Can technology help the small credit unions?  [14:42] - Handling cyber threats and salary structures are also huge problems. [15:44] - As a leader and CEO do you sell the idea that y

Lynette Smith - Willing to Share (#26)

Jeanne Bliss

"You can operationalize empathy." - Jeanne BlissWelcome to episode 23 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. Today’s guest is Jeanne Bliss the founder and president of Customer Bliss and the co-founder of the Customer Experience Professional Association. She is one of the foremost experts on customer-centric leadership and the role of the chief customer officer. She is a consultant and thought leader. She guides C-suites all over the world toward earning the right business growth by improving customer lives. She is also an author, podcaster, and blogger. We recorded this episode prior to Jeanne’s presentation at the CO-OP Think Event and start our conversation discussing business in general and redefining the customer service model. She explains the difference between customer service and customer experience. Rather than focusing on your key performance indicators and how the customer factors into the numbers, give customers what they need and your KPI will show the impact. Traditionally, the number of incoming new customers are indicative of success. Instead, Jeanne says that businesses should focus on net growth. Having 50 new customers means nothing if 35 existing customers no longer do business with your organization.Jeanne’s new book Would You Do That to Your Mother discusses making business personal. Business leaders need to see their customers as human rather than as metrics. Empower employees to make decisions in the moment of conflict to take care of the customer. Your employee will feel like a partner in the business, and your customer will feel heard.Listen today to learn how customer experience should drive business decisions and employee engagement. We talk about Jeanne’s path through various corporate positions and creating the customer experience process and position. How to find Jeanne:Jeanne BlissFounder &amp; President of Customer BlissCo-Founder of the Customer Experience Professional Associationjeanne@customerbliss.comwww.customerbliss.comTwitter | LinkedIn | Podcast Show notes from this episode:Conferences mentioned: CO-OP Think EventBook mentioned: Would You Do That to Your Mother - Jeanne BlissCompany mentioned: Alaska Airlines - We Trust You Toolkit case studyCompany mentioned: Land’s EndShout out: Gary ComerCompany mentioned: Mazda Motors of AmericaCompany mentioned: Coldwell BankerCompa

"You can operationalize empathy." - Jeanne Bliss Welcome to episode 23 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>. Today’s guest is Jeanne Bliss the founder and president of <a href="http://www.customerbliss.com" rel="nofollow" target="_blank">Customer Bliss</a> and the co-founder of the <a href="https://www.cxpa.org/home" rel="nofollow" target="_blank">Customer Experience Professional Association</a>. She is one of the foremost experts on customer-centric leadership and the role of the chief customer officer. She is a consultant and thought leader. She guides C-suites all over the world toward earning the right business growth by improving customer lives. She is also an author, podcaster, and blogger. We recorded this episode prior to Jeanne’s presentation at the <a href="https://co-opthink.org/events/think-19/" rel="nofollow" target="_blank">CO-OP Think Event </a>and start our conversation discussing business in general and redefining the customer service model. She explains the difference between customer service and customer experience. Rather than focusing on your key performance indicators and how the customer factors into the numbers, give customers what they need and your KPI will show the impact. Traditionally, the number of incoming new customers are indicative of success. Instead, Jeanne says that businesses should focus on net growth. Having 50 new customers means nothing if 35 existing customers no longer do business with your organization.Jeanne’s new book <a href="https://www.customerbliss.com/books/would-you-do-that-to-your-mother/" rel="nofollow" target="_blank">Would You Do That to Your Mother</a> discusses making business personal. Business leaders need to see their customers as human rather than as metrics. Empower employees to make decisions in the moment of conflict to take care of the customer. Your employee will feel like a partner in the business, and your customer will feel heard.Listen today to learn how customer experience should drive business decisions and employee engagement. We talk about Jeanne’s path through various corporate positions and creating the customer experience process and position. How to find Jeanne:Jeanne BlissFounder &amp; President of Customer BlissCo-Founder of the Customer Experience Professional Association<a href="mailto:jeanne@customerbliss.com">jeanne@customerbliss.com</a><a href="http://www.customerbliss.com" rel="nofollow" target="_blank">www.customerbliss.com</a><a href="https://twitter.com/JeanneBliss" rel="nofollow" target="_blank">Twitter</a> | <a href="https://www.linkedin.com/in/jeannebliss/" rel="nofollow" target="_blank">LinkedIn</a> |<a href="https://www.customerbliss.com/the-chief-customer-officer-human-duct-tape-show/" rel="nofollow" target="_blank"> Podcast</a> Show notes from this episode:Conferences mentioned: <a href="https://co-opthink.org/events/think-19/" rel="nofollow" target="_blank">CO-OP Think Event </a>Book mentioned: <a href="https://www.customerbliss.com/books/would-you-do-that-to-your-mother/" rel="nofollow" target="_blank">Would You Do That to Your Mother</a> - Jeanne BlissCompany mentioned: <a href="https://www.alaskaair.com/" rel="nofollow" target="_blank">Alaska Airlines</a> - <a href="https://www.bloomberg.com/news/articles/2017-05-24/how-alaska-airlines-became-the-best-airline-in-the-u-s" rel="nofollow" target="_blank">We Trust You Toolkit case study</a>Company mentioned: <a href="https://www.landsend.com/" rel="nofollow" target="_blank">Land’s End</a>Shout out: <a href="https://www.chicagotribune.com/news/ct-xpm-2006-10-05-0610050120-story.html" rel="nofollow" target="_blank">Gary Comer</a>Company mentioned: <a href="https://www.mazdausa.com/" rel="nofollow" target="_blank">Mazda Motors of America</a>Company mentioned: <a href="https://www.coldwellbanker.com/" rel="nofollow" target="_blank">Coldwell Banker</a>Compa

Jeanne Bliss - Start with the Customer (#23)

"Know what it is that lights you up as a human. The world needs that." - Jill NowackiWelcome to episode four of The CUInsight Experience. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more will be asked and answered.The goal of The CUInsight Experience is to dive deeper with the people of the credit union community and find gems from their experiences that add value to all of us.Our guest today is Jill Nowacki (@jillnow). Jill is the president and CEO of the Credit Union League of Connecticut (CULCT), a statewide non-profit trade association serving credit unions throughout Connecticut. In her current role, she champions an environment that helps credit unions succeed as the best financial partner for consumers.Since joining the industry in 2001, Jill has also worked in communication and advocacy for Montana’s Credit Unions; for CUNA as Executive Director of Credit Union House; and as VP-Development at Maps Credit Union in Salem, Oregon, where she was also the founding Executive Director of the Maps Community Foundation. In this episode we discuss whole human integration, balanced teams and how credit unions can impact members and their communities. And as always we wrap up this episode getting to learn more about Jill’s leadership style, life hacks and what life looks like outside of the office. Enjoy.Click below for a short video, show notes and the full transcript.www.CUInsight.com

"Know what it is that lights you up as a human. The world needs that." - Jill Nowacki Welcome to episode four of The CUInsight Experience. Hosted by Randy Smith, co-founder and publisher of <a href="https://www.cuinsight.com/" rel="nofollow" target="_blank">CUInsight.com</a>. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more will be asked and answered.The goal of The CUInsight Experience is to dive deeper with the people of the credit union <a href="https://www.cuinsight.com/community.html" rel="nofollow" target="_blank">community</a> and find gems from their experiences that add value to all of us.Our guest today is Jill Nowacki (<a href="https://twitter.com/JillNow" rel="nofollow" target="_blank">@jillnow</a>). Jill is the president and CEO of the Credit Union League of Connecticut (<a href="https://www.culct.coop/" rel="nofollow" target="_blank">CULCT</a>), a statewide non-profit trade association serving credit unions throughout Connecticut. In her current role, she champions an environment that helps credit unions succeed as the best financial partner for consumers.Since joining the industry in 2001, Jill has also worked in communication and advocacy for Montana’s Credit Unions; for CUNA as Executive Director of Credit Union House; and as VP-Development at Maps Credit Union in Salem, Oregon, where she was also the founding Executive Director of the Maps Community Foundation. In this episode we discuss whole human integration, balanced teams and how credit unions can impact members and their communities. And as always we wrap up this episode getting to learn more about Jill’s leadership style, life hacks and what life looks like outside of the office. Enjoy.Click below for a short video, show notes and the full transcript.<a href="https://www.cuinsight.com/the-cuinsight-experience-jill-nowacki-do-what-lights-you-up.html" rel="nofollow" target="_blank">www.CUInsight.com</a>

Jill Nowacki - What Lights You Up (#4)

Charlie Amato

"If you become complacent, your business begins to fail." - Charlie AmatoWelcome to episode 29 of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder, and publisher of CUInsight.com. Today’s guest is Charlie Amato. Charlie is the chairman and co-founder of SWBC, a board member of the Federal Reserve Bank of Dallas, and one of the owners of the San Antonio Spurs. His bio is long and his contacts are big names, but service is one of the pillars of his character. Gary and Charlie have created a culture of service and charity within SWBC and credit that culture for maintaining their beliefs through numerous changes in the business over the years. Charlie reveals their strategy for attracting and retaining their workforce, why technology is so important in today’s market, and why service has been a mainstay in his life. If you don’t have a pen and paper handy, press pause and get them. Charlie shares so many great nuggets of information, you won’t want to miss them. Let Randy know your thoughts on his intriguing conversation with Charlie. View the full show notes here.Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher How to find Charlie:Charlie Amato, Chairman and Co-founder of SWBCwww.swbc.com LinkedIn In This Episode:[00:29] - Welcome back! Randy introduces today’s guest, Charlie Amato.[02:10] - The conversation starts off diving into Charlie and Gary’s belief in customer service first.[03:23] - The culture of their company maintains the beliefs that Charlie and Gary have.[04:20] - Charlie shares what good customer service looks like to him.[05:02] - What kinds of changes has Charlie seen in his 43 years of being in business.[06:44] - Charlie chats about the labor shortage in Texas and what SWBC is doing to attract and retain their labor force.[08:05] - Adapting to technology is one of the most important things businesses can do today.[10:26] - What advice does Charlie have for burgeoning entrepreneurs? [11:04] - How did the concern for community grow and mature for Charlie?[13:05] - Does Charlie wear all the NBA Championship rings? [15:33] - The inspiration Charlie and Gary had for starting their company has not faded.[17:00] - Charlie leads by example but works to maintain his health as well.[18:14] - The team would describe Charlie as a team player, a builder, a people person, and a member of the family.[19:40] - Understanding the complexities of SWBC is a strength of the leadership team.[21:17] - Don’t be afraid to make a mistake, the advice Charlie would give his younger self.[24:55] - Repetition in their statements and consistency keeps their message fresh.[25:37] - Charlie has an exotic game ranch that he retreats to when he needs to recharge.[26:33] - Charlie recounts getting in trouble after a football game when emotions got heated.[28:03] - Working out in the morning is necessary.[28:34] - The Four Seasons is Charlie’s favorite band.[28:29] - You should read Grit, it speaks to work ethic![30:16] - Time and quality of life are more important as he gets older. [32:11] - Warren Buffett and Charlie Munger come to mind wh

"If you become complacent, your business begins to fail." - Charlie AmatoWelcome to episode 29 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>. Today’s guest is Charlie Amato. Charlie is the chairman and co-founder of SWBC, a board member of the Federal Reserve Bank of Dallas, and one of the owners of the San Antonio Spurs. His bio is long and his contacts are big names, but service is one of the pillars of his character. Gary and Charlie have created a culture of service and charity within SWBC and credit that culture for maintaining their beliefs through numerous changes in the business over the years. Charlie reveals their strategy for attracting and retaining their workforce, why technology is so important in today’s market, and why service has been a mainstay in his life. If you don’t have a pen and paper handy, press pause and get them. Charlie shares so many great nuggets of information, you won’t want to miss them. Let Randy know your thoughts on his intriguing conversation with Charlie. View the full show notes <a href="https://www.cuinsight.com/the-cuinsight-experience-podcast-charlie-amato-attention-to-details-29.html" rel="nofollow" target="_blank">here</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://play.google.com/music/m/Idoi6xb22fusgk6pnux6deiidgy?t=The_CUInsight_Experience" rel="nofollow" target="_blank">Google Play</a>, <a href="https://www.stitcher.com/podcast/the-cuinsight-experience?refid=stpr" rel="nofollow" target="_blank">Stitcher</a> How to find Charlie: Charlie Amato, Chairman and Co-founder of SWBC <a href="https://www.swbc.com/" rel="nofollow" target="_blank">www.swbc.com</a> <a href="https://www.linkedin.com/in/charlieamatoswbc/" rel="nofollow" target="_blank">LinkedIn</a> In This Episode: [00:29] - Welcome back! Randy introduces today’s guest, Charlie Amato. [02:10] - The conversation starts off diving into Charlie and Gary’s belief in customer service first. [03:23] - The culture of their company maintains the beliefs that Charlie and Gary have. [04:20] - Charlie shares what good customer service looks like to him. [05:02] - What kinds of changes has Charlie seen in his 43 years of being in business. [06:44] - Charlie chats about the labor shortage in Texas and what SWBC is doing to attract and retain their labor force. [08:05] - Adapting to technology is one of the most important things businesses can do today. [10:26] - What advice does Charlie have for burgeoning entrepreneurs?  [11:04] - How did the concern for community grow and mature for Charlie? [13:05] - Does Charlie wear all the NBA Championship rings?  [15:33] - The inspiration Charlie and Gary had for starting their company has not faded. [17:00] - Charlie leads by example but works to maintain his health as well. [18:14] - The team would describe Charlie as a team player, a builder, a people person, and a member of the family. [19:40] - Understanding the complexities of SWBC is a strength of the leadership team. [21:17] - Don’t be afraid to make a mistake, the advice Charlie would give his younger self. [24:55] - Repetition in their statements and consistency keeps their message fresh. [25:37] - Charlie has an exotic game ranch that he retreats to when he needs to recharge. [26:33] - Charlie recounts getting in trouble after a football game when emotions got heated. [28:03] - Working out in the morning is necessary. [28:34] - The Four Seasons is Charlie’s favorite band. [28:29] - You should read Grit, it speaks to work ethic! [30:16] - Time and quality of life are more important as he gets older.  [32:11] - Warren Buffett and Charlie Munger come to mind wh

Charlie Amato - Attention to Detail (#29)

John Pembroke

"You make a plan and then life happens. When life happens you have to adjust." - John PembrokeWelcome to episode six of The CUInsight Experience podcast. Hosted by Randy Smith, co-founder and publisher of CUInsight.com. Our guest this week is John Pembroke. John is the president and CEO of the CUES. Since joining CUES in 2013, he has helped launch a new direction in CUES’ strategy, branding and culture. Pembroke has more than 20 years of experience in branding and financial services. He holds an MBA from the University of Chicago’s Booth School of Business.The goal of The CUInsight Experience is to dive deeper with the people of the credit union community and find gems from their experiences that add value to all of us. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more will be asked and answered.In this episode we discuss the war on talent, the challenges that face credit union leaders, and the evolution of CUES. As we always do, we wrap up this episode getting to learn more about John’s leadership style, life hacks and what life looks like outside CUES.Listen to the full episode or click here for the show notes and to read the full transcript. We all know John as a strong listener and observer, you’ll get to know him a lot better. I really enjoyed the conversation. I think you will too.  Enjoy.www.CUInsight.com

"You make a plan and then life happens. When life happens you have to adjust." - John Pembroke Welcome to <a href="https://www.cuinsight.com/the-cuinsight-experience-john-pembroke-begin-with-the-end-in-mind.html" rel="nofollow" target="_blank">episode six</a> 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>. Our guest this week is John Pembroke. John is the president and CEO of the CUES. Since joining CUES in 2013, he has helped launch a new direction in CUES’ strategy, branding and culture. Pembroke has more than 20 years of experience in branding and financial services. He holds an MBA from the University of Chicago’s Booth School of Business. The goal of <a href="https://www.cuinsight.com/author/randall-smith" rel="nofollow" target="_blank">The CUInsight Experience</a> is to dive deeper with the people of the credit union community and find gems from their experiences that add value to all of us. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more will be asked and answered. In this <a href="https://www.cuinsight.com/the-cuinsight-experience-john-pembroke-begin-with-the-end-in-mind.html" rel="nofollow" target="_blank">episode</a> we discuss the war on talent, the challenges that face credit union leaders, and the evolution of CUES. As we always do, we wrap up this episode getting to learn more about John’s leadership style, life hacks and what life looks like outside CUES. Listen to the full episode or <a href="https://www.cuinsight.com/the-cuinsight-experience-john-pembroke-begin-with-the-end-in-mind.html" rel="nofollow" target="_blank">click here</a> for the show notes and to read the <a href="https://www.cuinsight.com/the-cuinsight-experience-john-pembroke-begin-with-the-end-in-mind.html" rel="nofollow" target="_blank">full transcript</a>. We all know John as a strong listener and observer, you’ll get to know him a lot better. I really enjoyed the conversation. I think you will too.  Enjoy. <a href="https://www.cuinsight.com/the-cuinsight-experience-john-pembroke-begin-with-the-end-in-mind.html" rel="nofollow" target="_blank">www.CUInsight.com</a>

John Pembroke - Begin with the End (#6)

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The best podcast episodes on parenting. Interviewing experts and talking through common issues surrounding parenting. This topic is filled with important lessons and insights for anyone listening. Add episodes you're interested into your queue below!