CUES Podcast
178 episodes - English - Latest episode: about 2 months ago - ★★★★ - 8 ratingsWelcome 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 73: How to Smash a CEO Interview—an Interview with Deedee Myers, Ph.D., and Peter Myers
May 24, 2019 17:00 - 37 minutes - 17.1 MBA lot of work and preparation goes on before a credit union board interviews a candidate it is considering as a possible next CEO. The board has considered multiple resumes, decided what questions to ask (and which director will ask them), and oftentimes spent time consulting with an executive search consultant. The candidate has gathered a wealth of experience, gone through such key development opportunities as CEO Institute, and committed to taking his or her career to a whole new level....
CUES Podcast Episode 72: CDFI Status Is a ‘Carrot’ for Innovation—and a Possibility for More CUs Than You Might Think, an Interview with Jamie Strayer
May 20, 2019 15:00 - 37 minutes - 17.4 MBMany mainstream credit unions have long thought that community development financial institution status wasn’t something they could or should consider. Our guest, Jamie Strayer, ICUDE, would beg to differ. Founder of CU Strategic Planning, Tacoma, Washington, Strayer says CDFI status is a great thing for CUs’ ROA, members and communities, as well as for U.S. taxpayers. Strayer knows a lot about it because she has helped CUs get $103 million in CDFI funding in the last 10 years. “That fundi...
CUES 71: The Magical Point of Confluence Between Diversity and Inclusion, an Interview with Jerlando Jackson
April 19, 2019 15:00 - 21 minutes - 10.1 MBOur guest, organizational scientist Jerlando F. L. Jackson, Ph.D., lives by the mantra, “Organizations are made up of people. It is the people and their decision-making that we want to change.” The Vilas distinguished professor of higher education and the director and chief research scientist of Wisconsin’s Equity and Inclusion Laboratory at the University of Wisconsin-Madison, Jackson starts off the show by defining the difference between “diversity” and “inclusion.” Diversity, he says, ...
CUES 70: Best Practices for Modern Credit Union Contact Centers, An Interview With Terri Panhans
March 29, 2019 18:00 - 18 minutes - 8.57 MBThe focus of credit union contact centers has changed a lot in 20 years. While once they emphasized helping members perform transactions, today they focus on helping members deepen their relationships with their credit unions. Our guest in this episode is Terri Panhans, VP/contact center solutions for CUES Supplier member Harland Clarke based in San Antonio, Texas. Panhans talks about how things have changed and what the changes mean in terms of the skills contact center agents now need, how...
CUES 69: Marketing Tactics and Strategies From Three Experts’ Perspectives, An Interview With Amy Herbig, Anthony Burnett and James Robert Lay
March 07, 2019 05:00 - 58 minutes - 26.7 MBThe lead faculty of the 2019 CUES School of Strategic Marketing joined the CUES Podcast recently to discuss marketing through the lens of their specialties. In this episode, Amy Herbig, Anthony Burnett and James Robert Lay talk about everything from paper brochures to physical branches to digital delivery. They respond to host James Lenz’s “outrageous” statements; offer up best practices grounded in many years of experience; and give a preview of what they’ll cover during the school, slated ...
CUES 68: Leadership Behaviors That Engage Employees in Living Your Credit Union’s Mission, An Interview with Jen Kuhn
February 07, 2019 05:00 - 38 minutes - 17.7 MBJen Kuhn, CEO of Servistar Consulting, Franklin, Tennessee, describes how the good behavior of leaders and managers is key to employee engagement, which in turn is key to the success of credit unions. In this episode, she describes leadership behaviors that promote engagement—and those that promote disengagement.
CUES 67: The Impact of CUES New Membership Structure, An interview with Jimese Harkley
January 13, 2019 05:00 - 24 minutes - 11.4 MBWhy did CUES restructure its memberships for 2019? According to Jimese Harkley, CUDE, the change was made for two key reasons: to simplify membership and to enable more credit union leaders and potential leaders to benefit from CUES membership. Learn all about it in this episode of the CUES Podcast, also available on CU Management magazine’s podcasts page.
CUES 66: 2018 CUES Next Top Credit Union Exec Competition Winner, An Interview with Lynette Cupps, CIE
December 17, 2018 19:00 - 19 minutes - 8.81 MBIn this show, Lynette Cupps, CIE, VP/organizational Development with $1.3 billion MAX Credit Union in Montgomery, Alabama, describes her excitement at being named 2018 CUES Next Top Credit Union Exec. Cupps also talks about her project—how to support non-profit organizations by partnering to provide training for their staff and volunteers; this year’s competition process; and where to go for information on participating in next year’s contest.
CUES 65: Leading an Engaged and Inclusive Credit Union: An Interview With Kathleen O’Connor
November 13, 2018 15:00 - 25 minutes - 11.9 MBIn this show, Kathleen O’Connor, Ph.D., defines what employee engagement really means. An associate professor of management at the S.C. Johnson Graduate School of Management at Cornell University and a visiting faculty member at London Business School, O’Connor also defines a framework for how to think about engagement. She explains why engagement is worth pursuing and ways credit union leaders can boost engagement among their team members. O’Connor will present a related session at CUES Sym...
CUES 64: Using Charitable Donation Accounts to Be More Strategic in Your Giving: An Interview With Andy Roquet
November 06, 2018 16:00 - 14 minutes - 6.79 MBA charitable donation account is a tool some credit unions use to be more strategic with their charitable giving. These accounts can help credit unions have more funds available to donate while also strengthening the credit union’s financial situation. In this episode, CUNA Mutual Group Executive Benefits Specialist Andy Roquet describes two steps to setting up a CDA, best practices for CDA programs, and how and when to talk with your board about these accounts.
CUES 63: Using Data to Create Exceptional Member Experiences: An Interview With Brian Scott
October 22, 2018 04:00 - 23 minutes - 10.8 MBTo use analytics to create an exceptional member experience, credit unions need to know the potential impact of using descriptive, predictive and prescriptive data. SVP/Sales and Solutions Consulting for CUES Supplier member PSCU, Brian Scott talks in this episode about how data forms the foundation of the member experience —and can guide CUs on their next steps in using data to help members.
CUES 62: Chasing Perfection in Talent Development, an Interview With John Pembroke
October 01, 2018 04:00 - 17 minutes - 7.95 MBIf you chase perfection in something, you might just catch excellence. John Pembroke describes how the newly restructured CUES memberships will help CUES members--and therefore their credit unions--reach their full potential. He also talks about three key CUES events coming up in the next few months.
CUES 61: Pre-Purchase Analysis of Investments for Funding Benefits Plans, an Interview With Greg Smyth
September 13, 2018 04:00 - 24 minutes - 11.2 MBDue diligence is a good idea before any credit union purchase. But the National Credit Union Administration actually requires a formal pre-purchase analysis before you buy investments to fund your employee and executive benefits plans. How is this best done? In this podcast, CUNA Mutual Group’s Greg Smyth gives insights and guidance.
CUES 60: Talent Hoarding, an Interview with Annette Matthies
August 14, 2018 04:00 - 24 minutes - 11 MBIn this episode, we will discuss what talent hoarding is, what it occurs, and how a successful talent succession program can stop it. Annette is CEO and Founder of Aspen Edge Consulting.
CUES 60: Talent Hoarding, an Interview with Annette Matthies
August 14, 2018 04:00 - 24 minutes - 11 MBIn this episode, we will discuss what talent hoarding is, what it occurs, and how a successful talent succession program can stop it. Annette is CEO and Founder of Aspen Edge Consulting.
CUES 59: Should Your CU Be Buying into BOLI, an interview with Fred Palmer
July 20, 2018 04:00 - 15 minutes - 7.03 MBIn this episode, we will define what BOLI is, the benefits and risks of investing, and the potential BOLI has for various credit unions. Fred is an executive benefits specialist with CUESolutions Platinum provider CUNA Mutual Group.
CUES 58: Generational Studies, an Interview with Jeff Fromm
July 03, 2018 04:00 - 21 minutes - 9.82 MBIn this episode, we will discover the importance of engagement across generations, knowledge of the consumer, and securing millennial loyalty. Jeff is president of FutureCast, author and Forbes contributor and featured speaker at CUES Execu/Net, August 19-22, Sedona, AZ.
CUES 57: Media Relations and Credit Unions, an Interview with Lisa Hochgraf and Sharon Renault
June 22, 2018 04:00 - 28 minutes - 13.2 MBIn this episode, we will discuss how credit unions can gain trust by providing solutions, the value of research, and the best practices to follow when it comes to your credit unions reputation and building business. Lisa is CUES’ Senior Editor. Sharon is Public Relations Manager at Delta Community Credit Union.
CUES 56: Reinvention and Delivery Through Mergers, an Interview with David Leusink and Andy Kempf
June 06, 2018 04:00 - 21 minutes - 9.98 MBIn this episode we’ll hear how David and Andy lead two institutions to come together to provide enhanced value and service to their members, enhance career opportunities for their coworkers, and bring economic strength to their communities. David Leusink is CEO of 4Front Credit Union. Andy Kempf is President of 4Front Credit Union.
CUES 55: The Strategic Gut Check, an Interview with Bryn Conway
May 14, 2018 04:00 - 20 minutes - 9.26 MBIn this episode, we will discuss strategic planning, the importance of the core elements of strategy, and staying true to them. Bryn is principal at BC Consulting and speaker at CUES 2018 Directors Conference, December 2-5, Waikoloa Village in Waikoloa, Big Island of Hawaii.
CUES 54: Strategic Branding, an Interview with Taylor Wells
April 28, 2018 04:00 - 15 minutes - 7.07 MBIn this episode, we discuss branding, common brand misconceptions and how to avoid them, and how to overcome brand gaps. Taylor is communications director at On the Mark Strategies and speaker at CUES School of Strategic Marketing I & II.
CUES 53: Time is Running Out: FASB Accounting Changes, an Interview with Bryan Mogensen and John Pesh
April 25, 2018 04:00 - 15 minutes - 7.13 MBIn this episode, we will discuss the basic scope and applicability of the new ASU 2016-01 rule, Impacted investments and investment alternatives, and what this means for your CU. Bryan is principal of financial institutions at CliftonLarsonAllen. John is director of executive benefits at CUNA Mutual Group.
CUES 52: Digital Growth, an Interview with James Robert Lay
April 06, 2018 04:00 - 21 minutes - 9.95 MBIn this episode, we will review the key takeaways of the State of Digital Growth report, discuss how credit unions can best prepare for digital growth, and the biggest opportunities for credit unions. James is the CEO of Digital Growth Institute and speaker at CUES School of Strategic Marketing I & II.
CUES 51: Keys to (Any) Member Business Lending Program, an Interview with Jim Devine and Bob Hogan
March 21, 2018 04:00 - 28 minutes - 13 MBIn this episode, we will discover the keys to any successful program, types of training and resources needed to succeed, and the learning opportunities offered in the CUES School of Business Lending series and Business Lending for Directors Seminar. Jim is co-founder, chairman and CEO of Hipereon Inc., and speaker for CUES’ business lending offerings along with, Bob co-founder, president, and COO of Hipereon Inc.
CUES 50: Influence in the Boardroom, an Interview with John Oesch
March 05, 2018 05:00 - 24 minutes - 11.1 MBIn this episode, we will discuss how to influence decision-making in the boardroom, understand the issues that arise when making decisions, and how to combat an underperforming board. John is associate professor, teaching stream at Rotman School of Management, at the University of Toronto as well as faculty at CUES Governance Leadership Institute.
CUES 49: Developing a Strategic Advantage with Executive Benefits, an Interview with Chris Jones
February 16, 2018 05:00 - 17 minutes - 8.06 MBIn this episode we will examine the roles of the board, the cost of poor leadership, the current executive benefit trends, and an example of what it looks like when “things go right” and “when things go wrong”. Chris is an executive benefits consultant at O.M. Financial Group.
CUES 48: Mentoring, an Interview with Kathy Flynn
February 13, 2018 05:00 - 19 minutes - 8.86 MBIn this interview, we will discuss the value of mentorship, the challenges that mentorship may bring, and the different types of mentorship for you to consider. Kathy is the senior vice president of service operations at Golden 1 Credit Union.
CUES 47: The State of CU Governance, 2018, an Interview with Michael Daigneault
January 18, 2018 05:00 - 16 minutes - 7.47 MBIn this episode, we will discuss the State of CU Governance, 2018 Report, the findings by CUES’ Board Governance Assessment data and Quantum Governance, L3C, and what it all means for today’s credit union. Michael is founder and CEO of Quantum Governance, L3C.
CUES 46: New Tax Reform and the Impact on Executive Benefits Expenses, an Interview with John Pesh
January 12, 2018 05:00 - 14 minutes - 6.58 MBIn this episode, we will discover how the provision of the excise tax can greatly impact credit union organizations, considerations for reviewing and implementing compensation programs, and an industry perspective on what credit unions are doing to curtail this tax. John is director of executive benefits at CUNA Mutual Group.
CUES 45: Positive Impacts on Strategy and Member Services, an Interview with Jeff Rendel
December 19, 2017 05:00 - 12 minutes - 5.97 MBIn this episode, we will explore the steps to easily incorporate positive, organization-wide efforts on strategy and member services. Jeff is president of Rising Above Enterprises and a highly sought after and accomplished speaker.
CUES 44: Improving Your Communication, an interview with Carla Rieger
December 08, 2017 05:00 - 13 minutes - 6.4 MBIn this episode, we will identify the five modes of communication, discuss phrasing statements to bring out the best in your communication, and identify the qualities of highly effective communicators. Rieger is a communication expert and director of The Artistry of Change Training Inc.
CUES 43: One-on-One Interview with CUES President/CEO, John Pembroke
November 21, 2017 05:00 - 13 minutes - 6.09 MBAs part of a quarterly series, in this episode, we will discover the unique, onsite professional development opportunity in CUES Symposium, upholding a good relationship with the board and highlight topics and trends within the credit union industry. Pembroke is president and CEO of CUES.
CUES 42: Succession Planning for the 21st Century Credit Union, an interview with Amy Hirsh Robinson
November 10, 2017 05:00 - 7 minutes - 3.64 MBIn this episode, we will discuss why succession planning so critical to the future success and sustainability of credit unions, how to successfully involve senior leadership and boards in effective succession planning, and strategies for simplifying succession planning and leadership development practices for success. Robinson is principal of Interchange Consulting Group.
CUES 41: Credit Union Industry Perspectives: An Interview with Mike Lawson
October 27, 2017 04:00 - 21 minutes - 9.71 MBIn this episode, after doing more than 1,000 episodes of his show, Lawson shares his insights into top credit union industry trends and why, in a digital world, it is still important to have the face-to-face connections. Lawson is creator and host of CUBroadcast.
CUES 40: Invisible Influence, an interview with Jonah Berger
September 27, 2017 04:00 - 12 minutes - 5.96 MBIn this episode, we will discuss if your choices are driven by your own personal preferences and opinions and why influence is like a magnet. Berger is an expert on word of mouth, social influence, consumer behavior, and how products, ideas, and behaviors catch on and bestselling author of both Invisible Influence: The Hidden Forces That Shape Behavior and Contagious: Why Things Catch On.
CUES 39: Meet the 2017 NTCUE Finalists, an interview with Josh Gelser
September 15, 2017 04:00 - 14 minutes - 6.5 MBIn this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. Gelser is strategic project manager at DuPont Community Credit Union, Waynesboro, Va., and one of five NTCUE Finalists.
CUES 37: Meet the 2017 NTCUE Finalists, an interview with Geoff Bullock
September 14, 2017 04:00 - 13 minutes - 6.36 MBIn this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. Bullock is financial education specialist at Firefly Credit Union, Burnsville, Minn., and one of five NTCUE Finalists.
CUES 38: Meet the 2017 NTCUE Finalists, an interview with Lindsey McMillen
September 14, 2017 04:00 - 10 minutes - 4.92 MBIn this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. McMillen is business systems analyst at Y-12 Federal Credit Union, Oak Ridge, Tenn., and one of five NTCUE Finalists.
CUES 36: Meet the 2017 NTCUE Finalists, an interview with Jessica Vartanian
September 13, 2017 04:00 - 15 minutes - 7.28 MBIn this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. Vartanian is the vice president project implementation and impact at Red Rocks CU, Littleton, Colo., and one of five NTCUE Finalists.
CUES 35: Meet the 2017 NTCUE Finalists, an interview with Derek Fuzzell
September 12, 2017 04:00 - 10 minutes - 4.94 MBIn this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. Fuzzell is vice president of finance at Northwest Federal Credit Union, Herndon, Va., and one of five NTCUE Finalists.
CUES 34: Straight Talk About Tech for Directors, an interview with Terence Roche
September 03, 2017 04:00 - 6 minutes - 3.09 MBJoin us as we discuss the trend toward mobile, key questions boards need to ask their executive teams about technology spending, and a big-picture overview of card income. Roche is principal of Cornerstone Advisors Inc., Scottsdale, Ariz., CUES’ strategic provider of technology and ERM services.
CUES 33: A World Perspective on Digital Adoption and Digital Innovation, an Interview with JP Nicols
August 21, 2017 04:00 - 17 minutes - 7.94 MBIn this episode, we will gather a world perspective on digital adoption and digital innovation, understand what stimulates innovation for the financial services market, and discover the distinction between leaders, learners, and laggarts. Nicols is a former financial services executive, managing director of the FinTech Forge, chairman of Next Money, and speaker at CUES CEO/Executive Team Network, Oct. 10-12, 2017, The Cosmopolitan of Las Vegas.
CUES 33: A World Perspective on Digital Adoption and Digital Innovation, an Interview with JP Nicols
August 21, 2017 04:00 - 17 minutes - 7.93 MBIn this episode, we will gather a world perspective on digital adoption and digital innovation, understand what stimulates innovation for the financial services market, and discover the distinction between leaders, learners, and laggarts. Nicols is a former financial services executive, managing director of the FinTech Forge, chairman of Next Money, and speaker at CUES CEO/Executive Team Network, Oct. 10-12, 2017, The Cosmopolitan of Las Vegas.
CUES 32: Recruiting Leadership, an interview with Tony Kirschner
August 04, 2017 04:00 - 30 minutes - 13.8 MBIn this episode, we will discuss the different types of search firms and how they work, the various roles that executive search firms play, and the advantages and disadvantages they offer. Kirschner is partner at Davies Park Executive Search, a leading Canadian executive search firm with offices in Vancouver, Edmonton, Calgary, and Toronto.
CUES 31: Executive Compensation Survey, an interview with Michael Becher
July 23, 2017 04:00 - 20 minutes - 9.38 MBIn this episode, we will discuss the purpose of salary surveys, trends in credit union executive compensation, and how to obtain and best use survey results. Becher is vice president of Industry Insights, Inc.
CUES 30: Brand Building, an interview with Denise Lee Yohn
July 17, 2017 04:00 - 22 minutes - 10.1 MBIn this episode, we will define brand as a business, the changes in brand building strategies, and some of the biggest challenges organizations face to communicate their brand effectively. Lee Yohn is a brand-building expert and author of the bestselling book, What Great Brands Do: The Seven Brand-Building Principles that Separate the Best from the Rest.
CUES 29: Risk Appetite, an interview with Ancin Cooley
July 10, 2017 04:00 - 21 minutes - 9.76 MBIn this episode, we will discuss why credit unions should develop risk appetite statements, what are the risks and benefits, and what is needed to implement them at your credit union. Cooley is principal at Synergy Credit Union Consulting, Inc.
CUES 28: Negotiation, an interview with Chris Voss
June 26, 2017 04:00 - 31 minutes - 14.4 MBIn this episode, we will discover what it takes to be more effective negotiators from former FBI kidnapping and hostage negotiator, Chris Voss. Voss is the author of Never Split the Difference: Negotiating as If Your Life Depended on It and featured speaker at the 2017 CUES CEO/Executive Team Network.
CUES 27: Consumer Lending, an interview with Brett Christensen
June 20, 2017 04:00 - 14 minutes - 6.73 MBJoin us as we discover the attributes and responsibilities of lending managers, loan growth strategies, and loan product features and rate design suggestions. As the owner of CU Lending Advice, LLC, Christensen works directly with credit unions in the U.S and Canada as a consultant and teacher specializing in various lending topics. He is also the instructor at CUES School of Consumer Lending.
CUES 26: Retail Experience, an interview with Ruth Kapcia
June 15, 2017 04:00 - 9 minutes - 4.59 MBIn this episode, we will explore considerations for retail experience as part of the overall branding and marketing efforts and targeting on what branding means for an organization. Kapcia is the director of retail experience for Weber Marketing Group and serves as one of the faculty members at the CUES School of Strategic Marketing II.