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CUES Podcast

178 episodes - English - Latest episode: about 2 months ago - ★★★★ - 8 ratings

Welcome to the CUES Podcast! Credit Union Executives Society supports this interview-format show that features credit union industry leaders and cross-industry experts discussing their perspectives on credit union topics and trends relevant to you. We explore topics like leadership, strategy, organizational culture, member experience, marketing, mentoring, innovation, governance, cybersecurity and more. Check out our rich content website at www.cumanagement.com. In addition to this podcast directory, you can connect listen to the show at www.cumanagement.com/podcasts. Not a CUES member? Learn more and sign up at https://www.cues.org/membership. 

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Episodes

CUES 117: Merge for the Right Reasons—an Interview with Deedee Myers, Ph.D., and Peter Myers

June 24, 2021 06:00 - 24 minutes - 16.5 MB

What do you say when you hear from another credit union interested in talking about a merger? Hopefully, you don’t say “Yeah, we’ll talk so long as our chair and our CEO are the surviving leaders after the merger.” To Deedee Myers, Ph.D., MSC, PCC, the fate of the chair and CEO is the wrong thing to think about first when considering joining up with another credit union. “We shouldn't be talking about who the survivor is, you know, the CEO or the board chair,” says Myers, CEO of CUESoluti...

CUES 116: The Evolution to Modern Leadership—an Interview with Laurie Maddalena, MBA, CPCC, PHR

May 17, 2021 12:00 - 29 minutes - 20.5 MB

Emerging leaders have a great opportunity to impact organizational cultures in a way that supports the evolution to modern leadership, says Laurie Maddalena, MBA, CPCC, PHR, in this episode. “They bring in these expectations and these values that I think are more modern,” says Maddalena, a certified executive coach, leadership consultant and founder of CUES Supplier member Envision Excellence LLC in the Washington, D.C., area, which provides coaching to participants in the CUES Emerge progr...

CUES 115: Fraud Prevention Is a Member Service—an Interview With Andy Shank

April 22, 2021 06:00 - 59 minutes - 41.2 MB

When you can help members avoid being scammed—or at least help them overcome it, they’ll be grateful for your actions in the long run. In this episode of the CUES Podcast, Andy Shank talks about things credit unions need to keep in mind when it comes to preventing and mitigating fraud. Shank is VP/fraud and risk management for CUES Supplier member Harland Clarke, San Antonio, Texas, the sponsor of this show. “A lot of folks in the banking world kind of treat fraud as this, you know, scary ...

CUES 114: If Diversity Is Our Strength, Inclusion Is Our Superpower—an Interview With Michael Bach

April 08, 2021 10:00 - 23 minutes - 16.3 MB

Michael Bach lives in Toronto, a  diverse city, which has as one of its mottos, “Diversity is our strength.” Bach, CEO of the Canadian Centre for Diversity and Inclusion, added onto the city’s slogan. He made it: “If diversity is our strength, inclusion is our superpower” to illustrate that it’s not enough to have diversity. “We have to create spaces where people can not only exist but can be welcomed,” he says in Episode 114 of the CUES Podcast. “They won't face racism, violence, sexism, ...

CUES 113: Lay the Runway in 2021 for Economic Takeoff in 2022—an Interview With Dan Berger

March 18, 2021 05:00 - 19 minutes - 13.6 MB

The U.S. economy may soon be poised for takeoff, according to Dan Berger, our guest on episode 113 of the CUES Podcast. The efforts of credit unions to serve members at a time of need will continue to be a key factor, says Berger, president/CEO of the National Association of Federally-Insured Credit Unions, Washington, D.C. “I think that we got some more stuff to get through in 2021 in regards to COVID and cranking up the economy and getting more people and to be financially inclusive with...

CUES 112: Government Pandemic Measures and Vaccine Rollout Key Factors in Canadian Economy 2021—an Interview With Bryan Yu

March 11, 2021 07:00 - 14 minutes - 9.63 MB

Governments around the world have spent more than $14 trillion to try to offset the economic damage of the pandemic, says Bryan Yu, in the latest episode of the CUES Podcast. “In Canada, I think we moved pretty quick,” says Yu, director and chief economist with Central 1 in Vancouver, British Columbia, which leverages its scale, strength and expertise to power progress for more than 250 credit unions and other financial institutions. “We had seen the implementation of the Canadian Emergency...

CUES 114: Title TBD, with Michael Bach

March 05, 2021 11:00 - 23 minutes - 16.3 MB

CUES 111: A ‘Nice Recovery’ Forecasted in 2021 Despite ‘Retail Apocalypse’—an Interview with Steve Rick

March 03, 2021 13:00 - 27 minutes - 18.6 MB

As is always true with the economy, there is both good and bad news at once. On episode 111 of the CUES Podcast, Steve Rick says some of the good news is that the jobless rate has dropped back to a rate of 6.3%, after spiking to 14.7% at the height of the pandemic shutdown last year. Director and chief economist at CUESolutions Platinum provider for executive benefits CUNA Mutual Group, Madison, Wisconsin, Rick says economists believe that 4.5% is the “long-run natural employment rate” in ...

CUES 110: Personal Finance App’s ‘Pineapple Points’ Connect Credit Unions to Gen Z—an Interview With Bolun Li

February 22, 2021 19:00 - 29 minutes - 20.4 MB

“For some reason, people just love pineapples,” says Bolun Li in this episode of the CUES Podcast. As a result, pineapple emojis are the points in Zogo, the gamified smartphone app that Li co-launched in 2019 to better teach personal finance to members of Gen Z. CEO of CUES Supplier member Zogo Finance, the sponsor of this show, Li says that pineapples tested extremely well during the app’s development. “We tested so many different emojis for the points,” he explains. “We have no idea why ...

CUES Podcast 109: When Hiring a Chief Diversity Officer, Look for Grit, Experience, Certification and the Right Spirit—an Interview With Renée Sattiewhite, CUDE, CDP

February 08, 2021 19:00 - 15 minutes - 10.4 MB

There’s a growing trend of credit unions hiring chief diversity officers, says Renee Sattiewhite, CUDE, CDP, president/CEO of the African American Credit Union Coalition. “It is amazing that so many credit unions are calling or asking about what should they do, what should they be looking for,” Sattiewhite says in this episode. “I’m happy to report that the credit unions that are larger are doing that. And then some of the credit unions are calling us because they don’t have a chief diversi...

CUES 108: A New Universe of Tools, Insights and Opportunities for Board Governance—an Interview With Matt Fullbrook

January 14, 2021 06:00 - 26 minutes - 18.2 MB

When people join a board, they don't always get the opportunity to understand what exactly the job entails—and what a board is really for, says Matt Fullbrook in this show. Manager of the David and Sharon Johnston Centre for Corporate Governance Innovation at the University of Toronto and a board effectiveness researcher and consultant for Fullbrook Board Effectiveness, Fullbrook says providing an opportunity for better understanding of those two things is at the root of board education. F...

CUES 107: NCUA’s Pandemic Support and ACCESS Program for Diversity, Equity and Inclusion—an Interview With Rodney E. Hood

December 22, 2020 20:00 - 53 minutes - 36.5 MB

It’s interesting that as the unpredicted, unprecedented year of 2020 was closing, Rodney E. Hood identifies this quote as a professional mantra he lives by: “Proper preparation and planning can prevent poor performance.” Chairman of the National Credit Union Administration Board, Hood says in this show, taped Dec. 8, that this quote he learned in high school helps him remember to always put his best foot forward and get “things done with professionalism, duty and integrity.” “As long as I ...

CUES 106: If You’re Ready to Be CEO, It Will Show, Plus A Lot More on CEO Succession for Both Boards and Candidates—an Interview with Deedee Myers, Ph.D., and Peter Myers

December 03, 2020 13:00 - 57 minutes - 39.8 MB

What does it mean to be CEO-ready? How can candidates know when they’re ready? How can boards know a candidate is ready for the top slot? Some key things candidates should have if they’re really ready to lead an organization include a deep understanding of cross-functional leadership, solid knowledge of the business and how to work with people; and experience with effective board governance, explains Deedee Myers, Ph.D., MSC, PCC, president/CEO of DDJ Myers Inc., a CUESolutions provider bas...

CUES 106: If You’re Ready to Be CEO, It Will Show, Plus A Lot More on CEO Succession for Both Boards and Candidates—an Interview with Deedee Myers, Ph.D., and Peter Myers

December 03, 2020 13:00 - 57 minutes - 39.8 MB

What does it mean to be CEO-ready? How can candidates know when they’re ready? How can boards know a candidate is ready for the top slot? Some key things candidates should have if they’re really ready to lead an organization include a deep understanding of cross-functional leadership, solid knowledge of the business and how to work with people; and experience with effective board governance, explains Deedee Myers, Ph.D., MSC, PCC, president/CEO of DDJ Myers Inc., a CUESolutions provider bas...

CUES 105: CUES Compensation and Salary Data Facilitates Good Decision-Making—an Interview with Michael Becher and Laura Lynch

November 12, 2020 05:00 - 22 minutes - 15.5 MB

The pandemic came to the fore while CUES and Industry Insights were fielding this year’s compensation and salary surveys. But fortunately, great data was still collected that can form an excellent foundation for credit unions making decisions about executive compensation and staff salaries. “It provides us a great base for moving forward, for understanding the true impact of COVID, says Michael Becher, vice president of Industry Insights, CUES' partner in producing CUES Executive Compensati...

CUES 104: How Credit Unions Can Be Even More Empathetic and Effective in Their Collections—an Interview with Jeff Mortenson

November 05, 2020 05:00 - 16 minutes - 11.5 MB

Even before the pandemic, credit unions were the most empathetic collectors around. While credit unions clearly need members to pay their loans and credit cards, they have always approached collections with an eye for helping the member through financial difficulty and educating them about personal finance. Enter the pandemic and many members were suddenly unemployed. Credit unions were on the financial front lines, working on ways to help, says Jeff Mortenson, VP/client services for the Fi...

CUES 104: How Credit Unions Can Be Even More Empathetic and Effective in Their Collections—an Interview with Jeff Mortensen

November 05, 2020 05:00 - 16 minutes - 11.5 MB

Even before the pandemic, credit unions were the most empathetic collectors around. While credit unions clearly need members to pay their loans and credit cards, they have always approached collections with an eye for helping the member through financial difficulty and educating them about personal finance. Enter the pandemic and many members were suddenly unemployed. Credit unions were on the financial front lines, working on ways to help, says Jeff Mortensen, VP/client services for the Fi...

CUES 103: Both New and Experienced Leaders Must Be Facilitators, Not Fixers—An Interview With Laurie Maddalena

October 22, 2020 03:00 - 31 minutes - 21.8 MB

Laurie Maddalena’s vision is to create a place where people love to come to work. Gallup has found in its most recent workforce study, she says, that only about 34% of American employees feel engaged at work. “Most people don’t enjoy their work and I think a lot of that has to do with leadership, the quality of leadership we have in our organizations,” says Maddalena, CEO of Envision Excellence, a leadership consulting firm that provides leadership development programs for managers and exec...

CUES 102: First-Ever CUES Emerging Leader Helps Reduce Linguistic Barriers to Support Hispanic Members—An Interview With Lindsey Walker

October 08, 2020 11:00 - 22 minutes - 15.7 MB

In the Tampa Bay, Florida, region, migration from Spanish-speaking countries has increased more than 200% in the last two decades and that number continues to rise, creating social and economic change in the area, according to Lindsey Walker, executive assistant with $259 million/32,000-member Tampa Bay Federal Credit Union, Tampa Bay, Florida, and the 2020 CUES Emerging Leader, the first-ever winner. That growth was driven by part by Tampa being a top destination for people from Puerto Ric...

CUES 101: How Can You Meet Members’ Needs With Your Data ‘Power Drill’?—An Interview With Patrick Donohue

September 24, 2020 14:00 - 31 minutes - 21.8 MB

In this show, Patrick Donohue tells the story about going to Home Depot to buy a power drill. He emphasizes that he didn’t really want a power drill. But rather he wanted to make a hole in his wall. And actually, his purpose wasn’t truly the hole. Instead it was to install his family’s new Ring doorbell. At bottom, it wasn’t that Donohue wanted to buy a power drill. It was his wife who wanted a better system for making sure delivered groceries got brought inside in a timely manner. Product ...

CUES 100: Can Credit Unions Reopen 100% by Thanksgiving? How Can CUs Reach Young Consumers? What Is the Future of CUs 25 Years Out? —Listeners’ Questions Answered on This Milestone Show

September 10, 2020 18:00 - 39 minutes - 27 MB

For this milestone episode, CUES Podcast listeners submitted their questions for experts to answer. So instead of featuring one or two experts, this show features seven! Instead of being centered on just one idea, this show covers three areas of major interest to credit unions and their leaders: reopening physical branches in light of the pandemic, reaching and engaging young members, and the future of credit unions 25 years out. Our first question about when credit unions might reopen full...

CUES 99: Critical Leadership Skills Like Trust & Empathy Are More Difficult to Realize Because of COVID-19, An Interview With Sean Martin

August 31, 2020 15:00 - 32 minutes - 22.5 MB

In the best of times, it’s a big job for leaders to demonstrate the kind of empathy that builds trust with their followers. Showing the kind of empathy that builds trust is even harder in this era of remote work and social distancing brought on by the COVID-19 pandemic, says episode 99 guest Sean Martin, Ph.D., associate professor of business administration at the Darden School of Business at the  University of Virginia, Charlottesville, which hosts CUES’ CEO Institute III: Strategic Leaders...

CUES 98: How to Rebalance Branches Now That the Pandemic Has Accelerated Digital Use—an Interview with Kevin Blair

August 25, 2020 20:00 - 32 minutes - 22.3 MB

The pandemic has accelerated trends that have long been underway, including consumer adoption of mobile services. That means that credit union leaders need to shift their thinking, possibly shifting their strategy for meeting and supporting digital demand. “In order for them to manage and go forward with their physical and digital relationships, they’re going to need to change,” Kevin Blair says in this episode of the CUES Podcast. “Nothing will be quite the same as it was before the pandem...

CUES Podcast Episode 97:  The Value of the Cloud From COVID-19 to Information Capture—An Interview With Steve Comer

August 20, 2020 16:00 - 28 minutes - 19.9 MB

“The cloud brings a lot to the table when it comes to what you can offer your members,” Steve Comer says in this show. That’s a key reason that credit unions are embracing the use of the cloud these days, explains Comer, director of financial services & insurance sales at Hyland Software Inc. Hyland OnBase is a CUESolutions provider for enterprise information systems and the sponsor of episode 97. Another key reason that credit unions are increasingly using the cloud is that the technology ...

CUES Podcast 96: Why You Should Develop Your Board Liaison as a Professional Governance Resource—an Interview With Julia Patrick and Michael Daigneault, CCD

July 30, 2020 18:00 - 25 minutes - 17.2 MB

The job of board liaisons today is multi-faceted and evolving—and it’s a good idea for organizations to foster their development, according to Julia Patrick and Michael G. Daignealt, CCD, in episode 96 of the CUES Podcast. “It really is proving to be a pivotal position, more so than I think a lot of people realize,” says Daigneault, CEO and co-founder of CUES strategic partner for governance, Quantum Governance, Vienna, Virginia. “The primary purpose of it is often thought of to support the...

CUES Podcast 96: Why You Should Develop Your Board Liaison as a Professional With a Seat at the Table—an Interview With Julia Patrick and Michael Daigneault, CCD

July 30, 2020 18:00 - 25 minutes - 17.2 MB

The job of board liaisons today is multi-faceted and evolving—and it’s a good idea for organizations to foster their development, according to Julia Patrick and Michael G. Daignealt, CCD, in episode 96 of the CUES Podcast. “It really is proving to be a pivotal position, more so than I think a lot of people realize,” says Daigneault, CEO and co-founder of CUES strategic partner for governance, Quantum Governance, Vienna, Virginia. “The primary purpose of it is often thought of to support the...

CUES Podcast 95: Move Out of the ‘Circle of Chaos’ to Your Next Great Digital-First Marketing Opportunity—an Interview With James Robert Lay

July 21, 2020 18:00 - 25 minutes - 17.4 MB

In this episode, James Robert Lay tells the story of how the CEO of Tower Records once said that kids “would always” want to come into the stores and listen to music. But Tower Records went out of business in 2006. “Music was digitized,” explains Lay, the author of a new book, Banking on Digital Growth and an instructor for CUES School of Strategic Marketing, slated for September. “We went from the record to the eight-track to the cassette, to the CD, to mp3, but we’re not done yet. Becaus...

CUES Podcast 94: Setting Strategy and Planning for Growth Even in Tough Times—An Interview With Sarah Szilagyi

June 15, 2020 14:00 - 23 minutes - 15.8 MB

It’s OK for credit unions to be strategically planning for growth during these uncertain times, Sarah Szilagyi says during episode 94 of the CUES Podcast. “We as humans as maybe even … as women, we tend to think when we’re in a time of needing to help people, it’s not a time to think about growth or opportunity,” explains Szilagyi, SVP/experience and chief of staff for CUES Supplier member CO-OP Financial Services, Rancho Cucamonga, California. “Actually, that’s one of the beautiful things ...

CUES Podcast 93: Step Up to Opportunity and Avoid Sabotaging Your Career—An Interview With Connie Miller

June 06, 2020 03:00 - 39 minutes - 27 MB

Connie Miller recalls an episode of late-night TV when the house band didn’t have a drummer. The host appealed to the audience asking, “Hey, do we have any drummers in the audience?” One man raised his hand, came up on stage, played really well and so launched his career as a professional musician.   “I often wonder how many other drummers were in the audience that talked themselves out of raising their hand rather than stepping into an amazing opportunity,” says Miller, president/CEO of $34...

CUES Podcast 92: What Credit Unions Need to Know About the New SECURE Act’s Impact on Retirement Plans—An Interview With Sharon Severson

June 03, 2020 15:00 - 28 minutes - 19.4 MB

The Setting Every Community Up for Retirement Enhancement Act or “SECURE” Act that became law on Dec. 20, 2019, includes “many provisions to encourage employers to adopt new (retirement) plans or enhance their current plans and to provide more savings opportunities for employees,” according to Sharon Severson, CPC, consultant with CUESolutions Platinum provider CUNA Mutual Group, Madison, Wisconsin. The act is the largest package of retirement system changes in more than a decade. Severson ...

CUES Podcast 91: The Role Of Marketing During the Crisis and Beyond—an Interview With Amy Herbig

May 15, 2020 21:00 - 29 minutes - 20.3 MB

 When people think about marketing departments, they often think about a group of people that create ads and brochures. But, according to Amy Herbig, the marketing department is, at its core, the “key communicator” for a credit union. And that is a very central and very important role as credit unions respond to the COVID-19 pandemic. “Everything that is going on right now is being channeled through marketing,” says Herbig, CEO of The BA Group, Northfield, Minnesota, in the show. While ever...

CUES Podcast 90: Safety and Service Foremost in F&A FCU’s Proactive Pandemic Response—An Interview With Tim Green

April 14, 2020 18:00 - 32 minutes - 22.1 MB

When Tim Green first heard—back in January—the news about the spread of COVID-19 overseas, he decided to lead his credit union to prepare for a scenario in which the disease would shut down the whole county where his credit union is located.  He says he thought at the time that if the situation turned out to be less dire, his team would still benefit from the exercise. When Los Angeles County, California, did in fact close down, Tim and his team at $1.8 billion F&A Federal Credit Union in M...

CUES Podcast 89: The Many Benefits of Using Charitable Donation Accounts to Support ‘Cause Marketing’—An Interview With Bruce Bauer and Nick Coleman

April 07, 2020 16:00 - 26 minutes - 18 MB

Early on in this show, Nick Coleman explains why he’s passionate about his work as the director of strategic relationships for Children’s Miracle Network Hospitals. He also describes the longtime support credit unions have offered CMNH. While those stories alone are compelling enough reasons to listen to this show, this episode of the CUES Podcast also goes on to talk very practically “cause marketing” and how charitable donation accounts can support it. Coleman defines “cause marketing” as...

CUES 88: Why A Member Centric Culture Is Your Key Brand Differentiator, An Interview With Jeff Hassemer and Carrie Stapp

March 27, 2020 06:00 - 40 minutes - 27.8 MB

Being able to demonstrate a member-centric culture at your credit union during a crisis like the current coronavirus pandemic is evidence that you are customer-centric, Carrie Stapp says to lead off this episode. It’s “not just 'Are we friendly?' and 'Do we have the right technology?' but 'Are we really set up as an industry to help our members and to help our communities adapt in these times of uncertainty and to be able to do as much of their business as usual?'” says Stapp, SVP/product m...

CUES 88: Why A Member Centric Culture Is Your Key Brand Differentiator, An Interview With Jeff Hassemer and Carrie Stapp

March 27, 2020 06:00 - 40 minutes - 27.8 MB

Being able to demonstrate a member-centric culture at your credit union during a crisis like the current coronavirus pandemic is evidence that you are customer-centric, Carrie Stapp says to lead off this episode. It’s “not just 'Are we friendly?' and 'Do we have the right technology?' but 'Are we really set up as an industry to help our members and to help our communities adapt in these times of uncertainty and to be able to do as much of their business as usual?'” says Stapp, SVP/product m...

CUES 87: MSU FCU's a Great Workplace for Women Because It's a Great Workplace for Everyone—An Interview With April Clobes

March 10, 2020 15:00 - 35 minutes - 24.7 MB

$4.8 billion MSU Federal Credit Union, E. Lansing, Michigan, hires about 10 new staff members a month. The first question these employees tend to ask the organization’s president/CEO is, “When is everyone going to stop saying ‘hi’ to me?” or “When is it going to be real?” That president/CEO, CUES member April Clobes, explains in this episode of the CUES Podcast how she responds to such questions: “I tell them, ‘Nope, that’s the daily real. It continues if you continue it. How will you greet...

CUES 86: Leadership Development Front and Center in New CUES Emerge Program—An Interview With Tim McAlpine

February 25, 2020 18:00 - 26 minutes - 18 MB

CUES partnered with CUES Supplier member Currency to offer the annual CUES Next Top Credit Union Exec contest for almost a decade. But last year CUES and Currency took a year-long pause to make sure the program was keeping pace with CUES and how the organization is living out its mission to educate and develop credit union CEOs, executives, directors and future leaders. “We had a fantastic nine-year run,” says Tim McAlpine, president and creative director of Currency, Chilliwack, British C...

CUES 85: State of Credit Union Governance 2020—An Interview With Michael Daigneault, CCD, and Matt Fullbrook

February 07, 2020 15:00 - 42 minutes - 29.1 MB

Credit union boards are becoming more interested in whether their composition mirrors that of their memberships. And their memberships are becoming more diverse with time.  So, it’s not surprising that more than half of the respondents to the survey for the new State of Credit Union Governance 2020 report said they’re looking for demographic diversity. This and many other governance topics are discussed in this most recent episode of the CUES Podcast. “This signals a bit of a shift,” says ...

CUES 84: Investing for Success With Benefits Pre-Funding, Charitable Donation Accounts and 457(f) Plans—An Interview With Bruce Bauer, Matthew Peron and Russell Martin

December 30, 2019 14:00 - 24 minutes - 16.7 MB

The National Credit Union Administration allows credit unions to make certain “otherwise impermissible,” potentially higher-yielding investments that carry additional risk when credit unions set up certain kinds of programs, including the following: total benefits pre-funding—which helps credit unions offset the rising cost of staff benefits; charitable donation accounts—which require that 51% of the earnings on an investment of up to 5% of the CU’s net worth go to 501(c)3 charities;  and...

CUES Podcast 83: How Leaders Can Foster Creativity—an Interview With Beta Mannix, Ph.D.

November 11, 2019 18:00 - 18 minutes - 12.5 MB

Creativity is a skill that can be taught, asserts Beta Mannix, Ph.D., in the latest episode of the CUES Podcast. “There are techniques that we can use to teach people how to be more creative,” explains Mannix, Ann Whitney Olin professor of management at Cornell University, Ithaca, New York, and a lead faculty member for CEO Institute II. For example, teaching team members how to do “structured brainstorming” can help foster creativity. Overall company culture also plays a role in team crea...

How Leaders Can Foster Creativity—an Interview With Beta Mannix, Ph.D.

November 11, 2019 18:00 - 18 minutes - 12.5 MB

Creativity is a skill that can be taught, asserts Beta Mannix, Ph.D., in the latest episode of the CUES Podcast. “There are techniques that we can use to teach people how to be more creative,” explains Mannix, Ann Whitney Olin professor of management at Cornell University, Ithaca, New York, and a lead faculty member for CEO Institute II. For example, teaching team members how to do “structured brainstorming” can help foster creativity. Overall company culture also plays a role in team crea...

CUES Podcast 82: Direct Mail Success Tips for 2020 and Beyond—an Interview With Robert Dudacek and Michael Brooks

October 29, 2019 02:00 - 32 minutes - 22.1 MB

As new generations continue to mature into the financial services marketplace, the demand for a digital-first customer experience has risen to the forefront. But there is still room at the table for direct mail.  One of our guests—Robert Dudacek, president/CEO of CUES Supplier member Franklin Madison based in Franklin, Tennessee—elaborates early on about the top reason credit unions should use direct mail. “When you think about physical mail, it creates a type of engagement that is uniquel...

CUES Podcast 81: The Value of Having ‘Motivation Conversations’ With Employees and Yourself—an Interview With Susan Fowler

October 16, 2019 12:00 - 28 minutes - 19.3 MB

Almost 40 years ago, Susan Fowler saw something on TV that made her become a vegetarian overnight. This was significant, because at the time Fowler loved meat and had a pot of fat on her stove because “everything tasted better with animal fat.” After her switch, people would say to her, “You are so disciplined about being vegetarian.” But Fowler said becoming and staying vegetarian didn’t require any discipline at all.  “I thought, ‘Why is that?’” she says in episode 81 of the CUES Podcast...

CUES Podcast 80: Tips for Comparing Plans ‘Apples-to-Apples’ and Other Truths About Executive Benefits—an Interview With Ramsay Ellis

September 26, 2019 18:00 - 31 minutes - 21.3 MB

When it comes to funding an executive benefits plan, choosing the right investment for the right person and your credit union means knowing both the needs of your executive and your organization’s risk tolerance, says Ramsay Ellis, executive benefits specialist with CUESolutions Platinum provider CUNA Mutual Group, Madison, Wisconsin. Knowing your executive and your organization might be the easy part. Comparing various plans and funding sources can be tricky because various providers repre...

CUES Podcast 79: Credit Unions of All Sizes Can Succeed with Cybersecurity—an Interview with Ray Murphy, CRISC

September 19, 2019 17:00 - 37 minutes - 26 MB

True or false? The asset size of a credit union largely dictates the success of a security and education awareness program. According to CUES podcast guest Ray Murphy, CRISC, this statement is definitely false. “Regardless of size, each credit union can have a world-class information security program,” he says in this episode. Chief information security officer and cyber security advisor for LEO Cyber Security, a CUES strategic provider, Murphy previously built out the information security...

CUES 78: Connecting Core and Content to Give Members a Great Experience—an Interview With Stephen Comer

September 03, 2019 18:00 - 43 minutes - 30.2 MB

Stephen Comer believes simplifying the work of his company’s credit union clients so those client CUs can, in turn, make life easier for their members. Director of financial services and insurance sales at Hyland Software Inc., Westlake, Ohio,  Steve Comer talks in this episode about how to better connect all the “core systems” in a credit union to all the “content” needed to use those systems to do a good job for members. Hyland Onbase is a CUESolutions provider for enterprise information ...

CUES Podcast 77: Using CUES Executive Compensation Survey Data to Create Great Pay Packages—an Interview with Michael Becher, CPA

August 12, 2019 19:00 - 31 minutes - 21.8 MB

Using data from the CUES Executive Compensation Survey is a great way to benchmark your credit union’s base salary and bonus packages—and make sure you’re paying within the strategy your organization has set forth, says Michael Becher, CPA.  Some credit unions decide to pay at the market average, explains Becher, vice president of Industry Insights, Dublin, Ohio, which works with CUES to produce the survey. Other credit unions choose to be market leaders in compensation to help them attract...

CUES Podcast 76: How to Recruit, Engage and Retain Millennial Directors—an Interview With James Sackett

July 13, 2019 16:00 - 44 minutes - 30.5 MB

2018 CUES Distinguished Director James Sackett joins the show to discuss his own onboarding as a millennial director at $1.3 billion Firefly Credit Union, Burnsville, Minnesota—and to offer additional ideas you can use for your own efforts. Now vice chair of the board at Firefly CU, Sackett’s interest in credit unions started early. His father was a credit union director while Sackett was growing up—and still is to this day. “There was always CUES swag and credit union swag around the house...

CUES Podcast 75: Executive Benefits—Less Expensive Than You Think—an Interview With Eric Earle

June 26, 2019 04:00 - 14 minutes - 9.76 MB

This episode’s guest has a professional mantra that aligns well with CUES’ mission of developing credit union CEOs, executives, board members and future leaders. Eric Earle, executive benefits advisor for CUESolutions provider CUNA Mutual Group, Madison, Wisconsin, says the idea he lives by in his work is: “People make good decisions when they’re well informed.” In this episode, Earle talks about how more credit unions are establishing benefits plans to help retain existing CEOs and C-suite...

CUES Podcast Episode 74: ‘Try Before You Buy’ CUES Membership Offer Available Through Oct. 31—An Interview With Jimese Harkley, CUDE

June 21, 2019 16:00 - 13 minutes - 9.44 MB

Jimese Harkley, CUDE, CUES’ VP/membership, previously our guest on episode 67, returns to the show to talk about the 90-day free trial of CUES Unlimited membership that’s available through Oct. 31 to HR and training professionals. The free trial is designed to boost knowledge about what CUES membership benefits can do for your credit union CUES’ 2013 Next Top Credit Union Exec, Harkley is passionate about the new CUES membership structure and how it helps credit unions and professionals in ...

Guests

Chris Voss
1 Episode
Mike Lawson
1 Episode
Susan Fowler
1 Episode