CUNA News Podcast
360 episodes - English - Latest episode: about 20 hours ago - ★★★★★ - 22 ratingsCredit union people. Credit union ideas.
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Episodes
The strategy behind succession planning
April 26, 2024 14:00 - 29 minutes - 20 MBSuccession planning is about strategic oversight and ensuring your organization is relevant and future-focused. In this episode of the podcast, Susan Mitchell, CEO of Mitchell Stankovic and Associates, talks about the importance of having an organization-wide succession plan, why taking a forward-focused approach is critical, how succession planning fits into the credit union’s strategic plan, and more.
Sponsored: Digital-first financial health
April 18, 2024 17:00 - 21 minutes - 15 MBCredit unions have a renewed focus on fostering member’s financial health and, increasingly, those efforts are digital and mobile-first, says Nicole Harper, director of corporate strategy at Jack Henry. In this episode of the podcast, sponsored by Jack Henry, Harper examines credit unions’ role in fostering financial health, financial wellness trends, available mobile-first resources, challenges to promoting financial wellness, success stories, and more.
How to develop the next generation of leaders
April 11, 2024 18:00 - 36 minutes - 25.2 MBBrian Fassett, Advantis Credit Union’s director of learning and development joins today’s episode of the America’s Credit Union podcast to share how the $2 billion asset credit union in Portland, Ore., goes about finding and developing prospective leaders within the organization. Jon Sexton, senior vice president of Culture and Leadership Development at Vibrant Credit Union, will follow with a deep look at identifying potential leaders and training them through the organization.
CFPB’s Section 1033 Open Banking Rulemaking
April 04, 2024 12:00 - 45 minutes - 31.3 MBJoin this panel discussion with Meredith Fuchs, General Counsel at Plaid, and Ben Maxim, Chief Digital Strategy and Information Officer at Michigan State University Federal Credit Union, highlighting initial takeaways from the Consumer Financial Protection Bureau’s proposed rulemaking to establish open banking and implement section 1033 of the Dodd-Frank Act. Fuchs and Maxim cover the benefits and challenges of building APIs to share consumer financial data and how your credit union should b...
Proving the credit union difference
March 28, 2024 16:00 - 31 minutes - 22 MBCredit unions deliver billions of dollars in financial benefits to both members and nonmembers—and now we can prove it. The Credit Union Impact Dashboard from America’s Credit Unions provides an easy, interactive way to demonstrate how credit unions outperform their peers. It updates in real time to tell the credit union story, measure their transformative power, and showcase how they outperform other financial institutions. In this episode, Schenk and America’s Credit Unions Senior Econom...
GAC 2024 highlights, part 2
March 21, 2024 16:00 - 32 minutes - 22.6 MBFind the first crop of stories from America’s Credit Unions’ 2024 Governmental Affairs Conference (GAC) on last week’s podcast, where credit union leaders discussed small credit unions, member service, fintech, advocacy, and more. We’re back at it this week with America’s Credit Unions’ Samira Salem, Northwest Community Credit Union’s Jose Garcia, Worldwide Foundation for Credit Unions’ Mike Reuter, Defense Credit Union Council’s Tony Hernandez, and Olympic gold medalist Shaun White. Liste...
GAC 2024 highlights
March 15, 2024 15:00 - 39 minutes - 27.4 MBHighlights from the 2024 Governmental Affairs Conference (GAC) Conversations with some of the more than 6,000 credit union leaders who attended the year's premier advocacy event.
A new league mission
February 29, 2024 17:00 - 36 minutes - 25.2 MBFollowing the formation of America’s Credit Unions, the American Association of Credit Union Leagues (AACUL) has redefined its mission to focus on three pillars, according to Brad Miller, AACUL president, and Pat Conway, AACUL chair and president/CEO at the CrossState Credit Union Association. Those pillars are connecting with the new national trade association, serving as a voice for credit unions on legislative and regulatory issues, and collaborating with leagues across the country. In...
A revamped, reenergized GAC
February 22, 2024 18:00 - 21 minutes - 15 MBThe credit union movement is preparing for its annual trip to Washington, D.C. The 2024 Governmental Affairs Conference (GAC), scheduled for March 3-7, will look a bit different, however. What can attendees expect from the first GAC under the banner of America’s Credit Unions? A revamped, reenergized feel, according to America’s Credit Unions’ chief association services officer Todd Spiczenski. Spiczenski stopped by the podcast to share all the new features and speakers, and describe the ...
Sponsored: How to grow strategically
February 15, 2024 21:00 - 27 minutes - 19.1 MBCommunity financial institutions are facing stiff competition. How can they outdo their competitors, navigate the changing financial environment, and bring in new deposits? America’s Credit Unions Digital Media Design Specialist Yeekeng Yang welcomed Kasasa CEO Gabe Krajicek on the podcast to answer these questions and more. They discuss challenges facing credit unions, the importance of adapting to change, how to address liquidity issues, and how Kasasa helps community financial instituti...
Addressing economic disparities
February 09, 2024 19:00 - 48 minutes - 33.1 MBFilene Research Institute’s Racial Economic Equity Incubator seeks to address economic disparities and deliver resources, support, and capital to communities of color. Filene Senior Incubation Manager Horacio Garcia-Korosec stops by the podcast to describe the incubator, credit union participants, and the need to address economic disparities. This Black History Month episode also features two credit union advocates: Michigan Credit Union League Director of State Advocacy DaeSean Ashby and ...
Forecasting the 2024 economy
February 01, 2024 18:00 - 34 minutes - 23.9 MBFresh off its first-ever economic forecast, America’s Credit Unions’ economics team hopped on the podcast to set the stage for 2024. What do they expect this year? Will the U.S. face a recession? What’s happening in lending? How are credit unions’ balance sheets? Dawit Kebede, Curt Long, Ligia Vado, and Mike Schenk answer those questions and more, with their baseline forecast calling for modest economic growth of 1.5% in 2024.
Financial well-being roundtable
January 25, 2024 18:00 - 45 minutes - 31.6 MBFinancial well-being is a hallmark of how credit unions serve their members and communities. In this episode of the podcast, three credit union leaders explain the importance of financial education and how their credit unions improve members’ financial lives. Our financial well-being roundtable hands the microphone to: Chris Wolgamott, director of financial well-being and member experience, $1.9 billion asset Meritrust Credit Union, Wichita, Kan. Cassandre Cassamajor, senior community dev...
Sponsored: Reimagining the technology ecosystem
January 19, 2024 15:00 - 15 minutes - 10.7 MBCredit unions are committed to serving the needs of their members. But what happens when those needs and expectations change? Evolving with those changes requires modern technology, according to Jack Henry™ President of Credit Union Solutions Shanon McLachlan, who joined the podcast to discuss how credit unions can reimagine the technology ecosystem.
Marketing innovators
December 21, 2023 19:00 - 37 minutes - 25.7 MBIn this episode of the CUNA News Podcast, associate editor Brock Fritz talks to Colleen Desselle and Rachel Bond about their innovative approaches to marketing and business development. While Desselle and Bond hold different roles, they have at least one thing in common: the Marketing & Business Development Council recognized both with top honors this year. Desselle received the 2023 Lifetime Achievement Award, and Bond was named the 2023 Community Impact Professional of the Year. Dessell...
Sponsored: Changes in store for FHLB system?
December 07, 2023 18:00 - 15 minutes - 10.9 MBThe Federal Housing Finance Agency (FHFA) released a report outlining roughly 50 recommendations for the Federal Home Loan Bank (FHLB) System. One recommendation that’s particularly relevant concerns the types of collateral credit unions can pledge when they borrow from FHLBs, says FHLB Council President/CEO Ryan Donovan, who rejoins the CUNA News Podcast. In this episode, sponsored by the FHLB Council, Donovan outlines the report’s key findings and recommendations, and potential implicati...
Sponsored: The fraud arms race
November 16, 2023 18:00 - 20 minutes - 14 MBIt’s hard to stay ahead of fraudsters. Credit unions can renew their security measures and fraud education, but fraudsters find a way. Envisant President/CEO Libby Calderone joined the CUNA News Podcast to share how the credit union service organization (CUSO) is helping credit unions through the fraud arms race. Calderone and CUNA Digital Media Design Specialist Yeekeng Yang discuss trending fraud attacks, how credit unions can combat them, and more.
The military-credit union connection
November 09, 2023 17:00 - 23 minutes - 16.2 MBBryan Fox and Nate Rupe see a lot of similarities between their time in the U.S. military and credit unions. The former brigadier general and flight paramedic, respectively, join the CUNA News Podcast to discuss those similarities while sharing stories of their service and how credit unions assist veterans. Rupe, an eight-year Army veteran who is now Advia Credit Union’s talent acquisition partner, describes the credit union as a “financial hospital.” He says the focus on helping people ma...
Sponsored: Engaging with the FHLBank System
November 02, 2023 17:00 - 18 minutes - 12.6 MBWhat is the Federal Home Loan Bank System? What is the Federal Housing Finance Agency looking for in its review of the system? What will the agency suggest in its impending report? And how can credit union advocacy make a difference? Council of Federal Home Loan Banks President/CEO Ryan Donovan, CUNA’s former chief advocacy officer, rejoins the CUNA News Podcast to answer those questions and more.
Successful business development
October 26, 2023 17:00 - 29 minutes - 20.2 MBWhat’s the key to successful business development? Forming relationships and “being your most authentic self,” says Bradley Dyer Jr., senior business development officer at $1.4 billion asset Credit Union of America in Wichita, Kan., and a 2023 Credit Union Rock Star. In this episode of the CUNA News Podcast, Dyer Jr. shares his approach to business development and explains his commitment to serving the dedicated teachers and health-care professionals who make up much of the credit union’s ...
Big, bold ideas
October 19, 2023 17:00 - 22 minutes - 15.3 MBAs public relations manager at $2 billion asset Texas Trust Credit Union in Arlington, Texas, Toni Nichols loves highlighting the work the credit union does on behalf of members through storytelling, social media, and creative campaigns that ingrain Texas Trust into people’s consciousness. Case in point: a credit union space within a 6,000-seat theater that looks like a record shop, complete with credit union-themed t-shirts, album covers, posters, and a jukebox. She shares how Vought Rec...
Powerful fintech partnerships
October 05, 2023 19:00 - 26 minutes - 18.5 MBFinding the right fintech partner can allow credit unions to maximize growth and fuel innovation, according to Ben Maxim, chief operating officer at Reseda Group, a credit union service organization formed by Michigan State University Federal Credit Union in East Lansing.
Drawing on his Ukrainian heritage
September 28, 2023 15:00 - 33 minutes - 22.8 MBAnatoli Murha’s Ukrainian heritage plays a key role in his life. Murha is a member of the 11th class of Credit Union Rock Stars, a group of 25 innovative, creative credit union professionals who excel and make the movement a better place. Read Murha’s profile and about the other 2023 Credit Union Rock Stars at news.cuna.org/rockstar. In this episode of the CUNA News Podcast, Murha spoke about his Ukrainian heritage, the credit union’s response to the war with Russia, advocating during war,...
Sponsored: Create personalized financial solutions
September 21, 2023 17:00 - 35 minutes - 24.6 MBEveryone knows that technology is advancing at a rapid pace. But how can credit unions use this technology and analyze data in a way that improves the member experience and allows them to compete with fintechs? Hear Maxim and CUNA Digital Media Design Specialist Yeekeng Yang discuss why consumers desire personalized financial solutions, how technology can drive those solutions, how fintechs and credit unions can work together, how artificial intelligence and data analytics can enhance credi...
Experimental innovation
September 14, 2023 19:00 - 40 minutes - 27.9 MBMatt McCombs has no problem experimenting. The evidence is clear to those walking through the doors of Vibrant Coffeehouse and Kitchen in Moline, Ill. The coffee shop, which opened in late 2022, sits next to the headquarters of $1 billion asset Vibrant Credit Union, where McCombs serves as president/CEO. It roasts its own coffee and offers breakfast, sandwiches, soups, salads, ice cream, and more, while also serving as a branding and growth platform for the credit union. McCombs joins this...
Sponsored: 'Engage every day'
September 07, 2023 16:00 - 22 minutes - 15.8 MBThere are countless ways to connect with consumers in 2023. There are also countless competitors seeking to make those connections. Co-op Solutions President/CEO Todd Clark joins the CUNA News Podcast to discuss how credit unions can navigate the fintech-heavy landscape by engaging members every day. Clark and CUNA Digital Media Design Specialist Yeekeng Yang also discuss the payments technology landscape, market research that came out of 2023 Co-op THINK, challenges credit unions face in...
Interchange income at risk
September 01, 2023 14:00 - 55 minutes - 38 MBPending legislation, the Credit Card Competition Act of 2023, would not only reduce credit unions’ interchange income, it would threaten consumer data security, privacy, and access to credit. The bill could also harm credit unions’ ability to give back to their communities. Sharing their insights are Jason Stverak, CUNA’s deputy chief advocacy officer; Mike Lee, president/CEO at KCT Credit Union in Elgin, Ill.; Richard Gose, CUNA’s chief political officer; and Keith Sias, senior vice preside...
Compassionate financial education
August 25, 2023 14:00 - 20 minutes - 14.5 MBAfter helping a formerly incarcerated individual raise his credit score, Marine Credit Union’s Zach Hancock “wanted to find a way to help.” He joins this episode of the CUNA News Podcast to share how he made it happen by teaching a financial empowerment course at the La Crosse County Jail in Wisconsin.
Lessons from the CEO chair
August 17, 2023 19:00 - 36 minutes - 25.3 MBWhile they’ve achieved the top leadership spot at their organization, CEOs know they must still take advantage of every opportunity to learn. Three credit union CEOs—all with varying lengths of time in the top spot—joined the CUNA News Podcast to discuss their career journeys and what they’ve learned along the way. Joining the podcast are: Doug Fagan, president/CEO at $695 million asset Partner Colorado Credit Union, Arvada, Colo. Jennifer Watson, CEO at $58 million asset Limestone Feder...
Fresh leadership perspectives
August 10, 2023 20:00 - 32 minutes - 22.7 MBNew voices continue to shape conversations and strategy within the CUNA-League system as several new league presidents have assumed leadership roles within the past several months. Mara Humphrey, president/CEO at the Minnesota Credit Union Network. Tim Sullivan, president at the Alaska Credit Union League. Melia Heimbuck, president/CEO at Credit Union Association of New Mexico. Gerry Singleton, president/CEO at Montana’s Credit Unions. They discuss priorities they’re working toward in ...
Financial well-being with results
August 03, 2023 18:00 - 18 minutes - 12.5 MBWhen Martin Carter launched the EmpowerMe! financial wellness program at Astera Credit Union, he wanted to improve members’ financial lives. He was also well aware that the program’s participants would qualify for more of the credit union’s products and services. In this episode of the CUNA News Podcast, Carter describes why financial well-being is not only about education, but turning knowledge into positive outcomes for both members and the credit union.
Sponsored: No-code CRM automation is here
July 27, 2023 15:00 - 23 minutes - 15.9 MBAs technology continues to drive both innovation and operational efficiency, it’s vital that the best solutions not only improve workflow but also empower as many end users as possible. In this episode of the CUNA News Podcast, Andie Dovgan, chief growth officer at Creatio, describes how the company’s no-code platform automates workflows and improves member engagement.
Opportunity Knock$
July 21, 2023 00:00 - 23 minutes - 15.9 MBJessica Sharon believes credit unions deserve a bigger stage. “We don’t toot our own horn enough,” says the assistant vice president of financial outreach at $677 million asset Pelican State Credit Union in Baton Rouge, La. Pelican State shares its good news on “Opportunity Knock$,” a PBS reality show that follows six families as they work with financial experts and local credit unions to take control of their finances. In this episode of the CUNA News Podcast, Sharon describes how Pelica...
Celebrating a legacy
July 13, 2023 17:00 - 25 minutes - 17.9 MBThe African American Credit Union Coalition (AACUC) will hold its 25th Anniversary Annual Conference July 16- July 20 at the Atlanta Evergreen Resort. The theme of the silver anniversary event is legacy, which reflects the unique path the organization and its partners have curated over the past quarter century. This episode of the CUNA News Podcast features Renee Sattiewhite, AACUC president/CEO, and Maurice Smith, AACUC board chair and retired president/CEO at Local Government Federal Cre...
The state of phishing
June 29, 2023 16:00 - 31 minutes - 21.7 MBAs traditional phishing attacks become less effective due to organizations’ stronger internal controls, cybercriminals are turning to targeted business email compromise attacks. For these criminals, it’s all about securing credentials, according to John Moeller and Randy Romes, both cybersecurity principals at CliftonLarsonAllen. In this episode of the CUNA News Podcast, recorded during the 2023 CUNA Cybersecurity Conference with NASCUS, Romes and Moeller discuss the state of email phishi...
Making members’ dreams come true
June 22, 2023 16:00 - 22 minutes - 15.3 MBNew York University Federal Credit Union CEO Mira Ness takes a hands-on approach to service.
The state of lending
June 14, 2023 19:00 - 34 minutes - 24 MBWhat’s happening in credit union lending? What do CUNA’s economists forecast for the rest of 2023? How could economic uncertainty and a potential recession change the lending outlook? As we near the midway point of 2023, CUNA Chief Economist/Deputy Chief Advocacy Officer Mike Schenk shares what he's seeing on this episode of the CUNA News Podcast.
Leading with Pride
June 08, 2023 17:00 - 29 minutes - 20 MBBe kind, compassionate, and empathetic. It sounds simple enough, but Andy Reed says a societal effort to be good human beings would go a long way to improve life for minorities. Reed, president/CEO at $482 million asset Security First Credit Union in Edinburg, Texas, joins associate editor Brock Fritz on this episode of the CUNA News Podcast. He discusses how his career path didn’t have some of the hurdles that other members of the LGBTQ+ community face.
Challenges facing finance leaders
June 01, 2023 16:00 - 28 minutes - 19.4 MBThe economy and pressures on liquidity and noninterest income dominated discussions at the 2023 CUNA Finance Council Conference in Anaheim, Calif. This episode of the CUNA News Podcast features conversations from that event. It features: Christine Messer, chief finance officer (CFO) and senior vice president at $729 million asset Heritage Family Credit Union in Rutland, Vt., and CUNA Finance Council vice chair. She offers insights into a conference session that addressed current economic c...
The future of virtual-first work
May 25, 2023 17:00 - 19 minutes - 13.7 MBBefore long, remote work won’t exist. It will simply be “work.” “Virtual-first work,” as remote work expert Laurel Ferrar calls it, will become so normalized that it won’t even require discussion. This episode of the CUNA News Podcast features Ferrar, who’s head of TeamOps at GitLab and has worked remotely for 17 years. She explains how virtual-first work arrangements will evolve in the future, new tools that will improve this work style, where organizations struggle with these arrangemen...
A credit union born during World War II
May 18, 2023 17:00 - 19 minutes - 13.2 MBThe founders of National JACL Credit Union, members of the Japanese American Citizens League, felt compelled to help members of their community who were moved to internment camps in 1942 following the bombing of Pearl Harbor. Eighty years later, the $39 million asset credit union in Salt Lake City continues to serve. National JACL Credit Union President/CEO Dean Hirabayashi joined the CUNA News Podcast to take listeners through the motivation for and formation of the credit union, which fig...
Conference Voices
May 11, 2023 15:00 - 30 minutes - 21.3 MBThe CUNA HR & Organizational Development Council Conference is a unique event. It offers an opportunity for human resource and organizational development professionals to gather in person and focus on topics specific to their roles in the credit union industry. In this series of interviews, we share some of the many voices that contributed to the 2023 CUNA HR & Organizational Development Council Conference, held recently in San Diego.
Sponsored: The payment landscape
May 04, 2023 16:00 - 27 minutes - 18.8 MBVenmo. PayPal. Zelle. Instant peer-to-peer payments have played a large role in the rapidly changing payment landscape. How can credit unions adapt to the current structure and benefit from modernized payment platforms? PCBB Senior Vice President of Operations Allen Sztukowski answered that question and more on this episode of the CUNA News Podcast. Sztukowski and CUNA Digital Media Design Specialist Yeekeng Yang take a wide lens to the payment landscape, then dive in to explain how credi...
Focus on financial health
April 27, 2023 17:00 - 39 minutes - 27.4 MBConsumers’ financial health declined in 2022 for the first time in the five years the Financial Health Network began tracking this measure—making credit unions’ efforts to improve members’ financial well-being especially important. This episode of the CUNA News Podcast explores how credit unions aim to change that, from credit counseling and financial literacy initiatives to increasing access to affordable housing. We talk to Carrie Iafrate, president/CEO at $815 million asset Members Firs...
Marketing innovations
April 20, 2023 17:00 - 21 minutes - 14.7 MBWe continue our conversations from the 2023 CUNA Marketing & Business Development Council Conference by examining the power of creativity, digital marketing, podcasting, and fintech partnerships with Meow Wolf co-founder Vince Kadlubek, Janelle Herrera, vice president of marketing and business development at On Tap Credit Union in Golden, Colo., Tiffany Mutchler, marketing manager at Voyage Federal Credit Union in Sioux Falls, S.D., Valerie Simpson, CEO and creative director at The Sampson ...
Sounds of the CUNA MBD Council Conference
April 13, 2023 16:00 - 32 minutes - 22.8 MBThought leaders from across the credit union movement descended on Orlando last month for the 2023 CUNA Marketing & Business Development Council Conference. They had plenty to say, and CUNA News staff was there for it all. This episode of the CUNA News Podcast brings those conversations right to listeners, as the credit union professionals detail the topics that mean the most to them.
Sponsored: Consumer-permissioned data
April 06, 2023 17:00 - 13 minutes - 9.29 MBWhat is consumer-permissioned data (CPD)? And how can credit unions leverage it to bring more automation into their lending operations? MeasureOne Chief Revenue Officer Yaron Oren stopped by the CUNA News Podcast to answer these questions and more. He explains how MeasureOne, founded in 2015 to focus on student lending, enables automated verification of income and employment, proof of insurance, and access to data in consumers' online accounts.
Portraits of success
March 30, 2023 18:00 - 31 minutes - 21.7 MBThe Eugene H. Farley League Leadership Award is presented annually by the American Association of Credit Union Leagues (AACUL) honoring a League president and League executive who demonstrate visionary leadership at the state and national levels. The 2023 recipients of the Farley Award are Paul Mercer, president/CEO of the Ohio Credit Union League, and Lauren Whaley, president of the Carolinas Credit Union Foundation. Mercer and Whaley offer insight on the leadership qualities that drive t...
Sponsored: Turning credit unions into fintechs
March 23, 2023 17:00 - 33 minutes - 22.9 MBCredit unions across the U.S. are navigating technological advancements, generational shifts, and an influx of financial options. To Withclutch CEO and co-founder Nicky Hinrichsen, this means providing advanced digital experiences that enable credit unions to better serve their members. Hinrichsen sat down with CUNA Digital Media Design Specialist Yeekeng Yang to discuss topics including the collapse of Silicon Valley Bank and what's in store for the credit union movement.
GAC conversations
March 16, 2023 19:00 - 48 minutes - 33.2 MBNearly 6,000 credit union advocates descended upon Washington, D.C., for the 2023 CUNA Governmental Affairs Conference, where conversations ranged from advocacy priorities to financial well-being for all to the operational challenges facing credit unions. CUNA editors took part in many conversations at the CUNA News Podcast booth during the event including Day Matthews, Jason Lindstrom, Deborah Fears, Tom Sakash, and Rachel Pross.