Explore every episode of the podcast The CUInsight Network
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Collaboration, Not Competition - CUInsight | 04 Apr 2025 | 00:19:37 | |
“Sales and marketing should be talking every day, because everything you’re doing should be marching in the same direction.” - Whitney Bedard In our conversation, we talk about the vital role which CUInsight plays in the credit union world and how we act as a trusted partner for industry professionals looking to stay informed, connected, and ahead of the curve. Whitney also shares insights into what makes the credit union industry unique, what excites her most about CUInsight’s growing impact, and why she believes that collaboration rather than competition is the key to moving the industry forward. As we wrap up the episode, Whitney talks about a precious leadership lesson she learned from her Yiayia, a first-generation Greek immigrant who led with quiet strength, resilience, and a whole lot of heart. She also talks about her love of traveling, books, and gardening supplies. Enjoy my conversation with Whitney Bedard! Connect with Whitney: | |||
| Clarity, Consistency, Constancy - On the Mark Strategies | 21 Mar 2025 | 00:20:57 | |
“Member experience is everybody’s responsibility because every employee has an impact on member experience.” - Laura Loy Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Laura Loy, Chief Experience Officer at On the Mark Strategies. Laura helps credit unions sharpen their strategies and marketing in order to build stronger, more resilient organizations. She takes us inside On the Mark’s approach to creating consistency in the member journey. In our conversation, Laura explains how On the Mark Strategies helps credit unions create consistency in every member interaction and breaks down what she calls the “four success markers”. We also talk about staying ahead of industry shifts, what’s changing for credit unions right now, and how CUs can adapt in advance rather than play catch-up later on. As we wrap up the episode, Laura talks about her great boss, her love of the book “The Let Them Theory” by Mel Robbins, and talks about the importance of manifesting work/life balance. Enjoy my conversation with Laura Loy!
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| Innovative Financial Learning - Zogo | 01 Nov 2024 | 00:30:45 | |
“Continue to drive impact and innovation for credit unions, to change lives.” - Chuck Long Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Chuck Long, General Manager at Zogo. Chuck shares his career journey that led him to his current role. Zogo is transforming financial education with its innovative product suite, designed to empower communities and strengthen credit unions. Listen as Chuck and I explore the intersection of technology, education, and financial wellness in the credit union industry. During our conversation, Chuck explains how Zogo's gamified content and personalized learning pathways help members understand important financial concepts, making education accessible and engaging. He emphasizes the importance of digital innovation when it comes to retaining members and shares how credit unions are uniquely positioned to offer personalized service and community support. As we look to the future, Zogo continues to enhance its products to meet the needs of credit unions and their members, improving financial health and creating a lasting impact. As we wrap up the episode, Chuck shouts out the amazing leaders at Zogo, where he enjoys traveling for work, and shares a book recommendation. Enjoy my conversation with Chuck Long! Find the full show notes on cuinsight.com. Connect with Chuck: | |||
| Cannabis Banking - Shield Compliance (#5) | 02 Apr 2021 | 00:29:35 | |
Thank you for tuning in to episode 5 of The CUInsight Network, with your host, Randy Smith, co-founder of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. Today, my guest is Tony Repanich, President & COO of Shield Compliance. Tony shares how he actually grew up wanting to be in the financial services industry. He also gives us insight on what credit unions must consider when providing support to cannabis businesses. Tony discusses how Shield Compliance adds value to the industry by helping credit unions build efficient compliance procedures to serve legalized cannabis organizations. In our chat, Tony goes over the difficulties that credit unions might face when making the decision to serve the cannabis industry and what they can do to mitigate those risks. He expresses that the collaboration between technology and compliance makes onboarding less challenging. In our conversation, Tony and I chat about how servicing legal cannabis companies can give credit unions a competitive edge over other financial institutions. We discuss the steps a credit union must take to be successful in serving this industry and the evolution of legalization. From our rapid fire questions we learned that Tony’s most recent purchase has changed the way he does virtual meetings entirely. In his free time, Tony likes to hop on his Peloton and jam out to his pop music playlist. As a Seattle native we were not surprised to find out who Tony thought of when he hears the word ‘success’. Enjoy my conversation with Tony Repanich! Find the full show notes on cuinsight.com. How to find Tony: | |||
| The Right Data - TransUnion (#4) | 19 Mar 2021 | 00:25:09 | |
Thank you for tuning in to episode 4 of The CUInsight Network, with your host, Randy Smith, co-founder of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest today is Sean Flynn, the Senior Director of Credit Unions at TransUnion. Sean discusses how he wanted to be a Navy pilot when he grew up but ended up in a high school program that put him on the path to financial services plus much more. Sean shares that TransUnion is a lot more than a credit reporting bureau, now arming credit unions with tools and strategies to create economic opportunities for the members they serve. We discuss how Sean and his team have a personal connection to the mission of credit unions. He believes that, along with member relationships, employing the right data at the right time to make informed recommendations is the secret to credit unions enhancing the digital experience. Sean discusses the trends he sees in lending and overall financial services and shares that TransUnion is focused on providing credit unions a more holistic picture of the consumer. For credit unions to stay relevant, Sean believes that making time for creative and strategic thinking is critical. During the rapid-fire questions, we learn Sean is all about comfort, and he shares one recent purchase that was definitely worth it. To clear his mind, Sean loves to ski and cycle. When he thinks of the word success, two very different people come to mind, and you’ll be surprised to find out who they are. Enjoy my conversation with Sean Flynn! Find the full show notes on cuinsight.com How to find Sean: | |||
| Digital Integration - CRMNEXT (#3) | 05 Mar 2021 | 00:32:50 | |
Thank you for tuning in to episode 3 of The CUInsight Network, with your host, Randy Smith, co-founder of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today's show is Joe Salesky, the CEO of CRMNEXT. Joe sums up what CRMNEXT is in two words; “Relationship Multipliers.” They assist credit unions in ‘simplifying the work’ by enhancing the member experience and increasing productivity, profitability and innovation within the credit union. Listen in as Joe shares his journey into the credit union industry. From being a handy person and enjoying the fulfillment of crafting to discovering the endless possibilities of creating with technology. Joe explains how his team works with credit unions to eliminate barriers between humans and digital channels, and what that looks like when integrated with some of the most common industry databases. Joe shares the importance of employees not only being a member’s financial advisor, but using the credit union’s systems to offer some assistance across the board; with front-end and back-end communication. He explains that this will make the member experience seamless and more willing to reduce their share-of-wallet and become loyal to a specific institution. In the rapid-fire questions, we find out that Joe enjoys candles and his most recent quarantine purchase was a bluetooth lighter. When Joe thinks of success, he thinks of Elon Musk and his ability to use technology to create simple solutions for hard problems. Enjoy my conversation with Joe! Find the full show notes on cuinsight.com How to find Joe: | |||
| Financial Education - Zogo (#2) | 19 Feb 2021 | 00:17:58 | |
Thank you for tuning in to episode 2 of The CUInsight Network, with your host, Randy Smith, co-founder of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today's show is Bolun Li, the Founder & CEO of Zogo. He and his team work closely with credit unions and other financial institutions to provide an on-the-go and interactive financial education tool. This tool is meant to not only attract the younger generation to credit unions but it emphasizes our social responsibility. Listen as Bolun discusses the need for credit unions to use advancements in technology to extend their membership to the younger generations and how being more people focused will help. Bolun also talks about delivering financial education resources to prospective members in the way they would engage with it most; primarily through their mobile devices. With exponential transition since the pandemic and the quick digital transformation, Zogo will continuously work with credit unions to improve their mobile experiences and presence concerning financial education. He also believes that with innovation in retail branches there is potential to shift consumers to building with credit unions over any other financial institution. In the rapid-fire questions, we find out that when Bolun thinks of success, he thinks about Steve Jobs and enjoys the simplicity of his creations. When his busy calendar is empty, Bolun enjoys drives around town or a quick game of golf to clear his head. Enjoy my conversation with Bolun! How to find Bolun: | |||
| Lending Protection - Securian Financial (#1) | 05 Feb 2021 | 00:21:43 | |
Thank you for tuning in to episode 1 of The CUInsight Network, with your host, Randy Smith, co-founder of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today's show is Bill Gould, the Senior Vice President at Securian Financial Group. He oversees sales, business development, financial management, strategic planning, marketing, compliance, and operations. And if that's not enough, he's also responsible for the financial institution insurance business in Canada. Listen in as Bill discusses his journey to the credit union industry and how his current position has been a bit of a ‘full circle’ experience. Bill talks about the ability to attract and retain members through examining insights and trends while having a variety of lending options. Bill shares how Securian’s most recent research helps credit unions assist their members with lending protection to prevent delinquencies, especially during the pandemic. He sheds light on the importance of industry leaders accepting change and being able to quickly adapt to it. Bill explains that what sets credit unions apart is the willingness to collaborate and share tips and strategies with each other to best serve members. In the rapid-fire questions, we find out that Bill recently purchased a puppy for his family and realized it was something he didn’t know he needed. When Bill thinks of success, his father comes to mind as a leader and entrepreneur along with Warren Buffet for his generosity. After work, Bill loves running and getting outdoors to decompress. Enjoy my conversation with Bill! How to find Bill: | |||
| Growth Solutions - Allied Solutions | 18 Oct 2024 | 00:33:02 | |
“Innovation is a game changer.” - Mark Bugalski Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Mark Bugalski, Executive VP and Chief Growth Officer at Allied Solutions. Mark brings over three decades of experience to the industry and shares his career journey that led him to his current role. Allied Solutions is focused on using technology-based solutions to help clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition. During our conversation, Mark shares how Allied Solutions’ business model is designed to help credit unions grow and serve members, regardless of economic conditions. He explains how credit unions can navigate today's challenging economic landscape by focusing on mitigating risks and optimizing non-interest income. As we look to the future, Allied Solutions is focused on innovating to continue supporting credit unions and providing them with tools for growth and longevity. As we wrap up the episode, Mark shares the many reasons he admires Pete Hilger’s leadership, his love for a 1972 Oldsmobile Cutlass, and his book recommendation. Enjoy my conversation with Mark Bugalski! Find the full show notes on cuinsight.com. Connect with Mark: | |||
| Expanding Advocacy - Defense Credit Union Council | 04 Oct 2024 | 00:22:33 | |
“As a national trade association, our role is to be on the frontline defending our credit unions so they can make members’ lives easier.” - Jason Stverak Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Jason Stverak, Chief Advocacy Officer at the Defense Credit Union Council (DCUC). Jason shares his career journey in politics that led him to his current role. DCUC is the premier resource for credit unions on all military and veteran matters. The team at DCUC provides trusted resources for active duty and veteran members while working on strategic and operational issues, and addressing regulatory and legislative matters. During our conversation, Jason shares his vision for reimagining the advocacy footprint. He discusses the upcoming launch of Defending Credit Unions PAC and National Advocacy Fund, aiming to optimize grassroots efforts on key advocacy initiatives while maintaining a strong influence. The team at DCUC advocates for members throughout their financial lifecycle, ensuring their needs are met. Listen as we discuss the vital role of DCUC as they provide an expert voice on issues affecting credit unions and their members, bringing the military perspective to national and state issues. As we wrap up the episode, Jason shares some book recommendations, the city he enjoys traveling to, to experience different cuisines, and lifehacks for work-life balance. Find the full show notes on cuinsight.com. Connect with Jason: | |||
| Talent Development - CUES | 20 Sep 2024 | 00:22:46 | |
“Get curious about your organization and what your communities need.” - Pixie Gray Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Pixie Gray, VP of Organizational Development at CUES. Pixie shares her career journey that led her to her current role. CUES provides leadership and professional development services to C-suite executives, board members, HR leaders, and emerging leaders in the credit union industry. The team at CUES is dedicated to the growth, development, and success of our movement. During our conversation, Pixie explains how CUES stands out in the crowded market of leadership development by offering training that is tailored to the unique needs of credit unions. She highlights the importance of staying relevant in an ever-changing environment, discussing the need for fresh perspectives to ensure the continued success of credit unions. As we look to the future, CUES is focused on elevating its offerings to continue meeting and exceeding the needs of the industry. As we wrap up the episode, Pixie talks about a credit union leader who left a lasting impact on her and the industry as a whole. She enjoys new and exciting dining experiences and shares tips to find balance in life. Find the full show notes on cuinsight.com. Connect with Pixie: | |||
| Collaborative Solutions - CUNA Strategic Services | 06 Sep 2024 | 00:28:39 | |
“We help credit unions find solutions to their challenges.” - Barb Lowman Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Barb Lowman, President at CUNA Strategic Services (CSS). Barb is a return guest to the podcast and shares a brief overview of her previous episode. CSS connects credit unions and leagues to the industry's top solution providers. The team at CSS understands the issues credit unions face, finds solutions to solve those problems, and distributes those solutions to credit unions of all sizes. During our conversation, Barb and I chat about the value CSS provides in connecting, collaborating, and providing solutions for the credit union system. She talks about CSS’ new webinar series, Safeguarding Your Credit Union’s Future, and shares how it was designed based on the needs and feedback of executives in the industry. Barb shares the passion and commitment of the CSS team to help credit unions thrive and better serve their members. As we look to the future, Barb shares their plan to rebrand and reimagine their strategy to continue serving the credit union industry. As we wrap up the episode, Barb talks about an upcoming trip she is excited about, a book she recommends, and the importance of being intentional and spreading kindness. Find the full show notes on cuinsight.com. Connect with Barb: | |||
| Products for Success - Envisant | 23 Aug 2024 | 00:39:54 | |
“We’re focused on how we can impact, influence and support credit unions.”- Libby Calderone Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guests on today’s show are Libby Calderone, President & COO at Envisant and Tom Kane, President & CEO at Illinois Credit Union League. Libby and Tom share their career journeys that led them to their current roles. Envisant, a subsidiary of the Illinois Credit Union League, provides exceptional pricing and functionality in the card space by aggregating credit unions of diverse sizes. Envisant helps credit unions find solutions and achieve their vision through experience and expertise. During our conversation, we discuss all that Envisant has achieved to earn CUSO Of The Year, awarded by NACUSO and what that means to Libby and Tom as we look to the future. Libby talks about Envisant’s partnership with Curql Collective, providing opportunity for credit unions with assets above $100 million to jointly invest in transformative technology to remain competitive and relevant. Tom announces an upcoming transition in leadership at the Illinois Credit Union League and Libby shares excitement in what’s to come. Listen as Libby and Tom talk about their dedication to the movement in helping credit unions grow, thrive, and prepare for the future. As we wrap up the episode, Libby and Tom share great leaders in their life, what they are splurging on these days when it comes to travel and home renovations, along with how to balance work and home life. Enjoy my conversation with Libby and Tom! Find the full show notes on cuinsight.com. Connect with Libby:
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| Student Lending - Student Choice | 09 Aug 2024 | 00:43:03 | |
“We help credit union members overcome the financial challenges faced when paying for college.” - Jim Holt Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Jim Holt, Chief Development Officer at Student Choice. Jim shares his career journey that led him to his current role. Student Choice works with credit unions to deliver innovative financing solutions that help members responsibly overcome the challenges of higher education affordability. During our conversation, Jim shares how private student lending can benefit credit unions and their members. He explains the importance of engaging and retaining younger members and how credit unions can do so by offering student loans. Jim shares the opportunities for cross-selling and strengthening member relationships throughout the lifecycle of a private student loan. He discusses the value in offering nontraditional student loans for vocational schools and even pilot training. Listen as Jim talks about the many opportunities for credit unions to provide future-focused funding. As we wrap up the episode, Jim talks about a mentor who helped him early in his career, a bar built by him and his wife, and a tip to attending concerts, but purchasing tickets the day of so they’re less expensive. Enjoy my conversation with Jim Holt! Find the full show notes on cuinsight.com.
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| Lending Best Practices - Lending Solutions Consulting, Inc. | 26 Jul 2024 | 00:23:05 | |
“We are truly helping the underserved.” - Lorrie Wohlfeil Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Lorrie Wohlfeil, COO and Consultant at Lending Solutions Consulting, Inc. Lorrie shares her career journey that is deeply rooted in the credit union industry and influenced by her father, Rex Johnson. Lending Solutions Consulting, Inc. provides comprehensive training and on-site consulting to address and overcome the challenges credit unions face. During our conversation, Lorrie shares the foundational principles that drive Lending Solutions Consulting, Inc. to serve their members with empathy and expertise. She explains how education and understanding can transform financial outcomes for members. Lorrie shares their unique approach of blending classroom education with hands-on experience, where consultants step into the shoes of credit union staff to ensure the practical application of knowledge. Listen as Lorrie talks about empowering credit union teams to educate, serve, and support members through each stage of their lives. As we wrap up the episode, Lorrie talks about her admiration for her father, traveling with her family, and work-life balance tips. Enjoy my conversation with Lorrie Wohlfeil! Find the full show notes on cuinsight.com. Connect with Lorrie: | |||
| Leadership Development - The Leadership Bet | 12 Jul 2024 | 00:29:06 | |
“Everything rises and falls on leadership.” - Bill Partin Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Bill Partin, Founder & CEO (Chief Encouragement Officer) at The Leadership Bet. Bill shares his career journey in financial services that led him to his current role. His passion for credit unions and leadership led him to building The Leadership Bet. The Leadership Bet helps credit union teams become their best by developing leaders, driving results, and creating an energizing people-first culture. During our conversation, Bill shares the importance of leadership development and the positive impact it has on individuals, teams, and overall workplace culture. He talks about setting an intentional process where team members feel valued, and how these strategic goals ripple throughout the organization. Bill explains the significance in aligning your strategic plan and culture plan to deepen relationships and grow. Listen as Bill talks about developing leadership that is abundant and purpose-driven. As we wrap up the episode, Bill talks about visiting his hometown, books he enjoys and highly recommends, and journaling to keep a healthy work-life balance. Enjoy my conversation with Bill Partin! Find the full show notes on cuinsight.com. Connect with Bill: | |||
| Latino Resources - NLCUP | 28 Jun 2024 | 00:16:26 | |
“Our goal is to empower the Latinx community in the credit union industry.” - Barbara Mojica Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Barbara Mojica, Executive Director at NLCUP (National Association of Latino Credit Unions & Professionals). Barbara shares the journey that led her to her current role at NLCUP and how crashing the GAC ignited her credit union spark. NLCUP is dedicated to increasing professional development opportunities and providing services and financial education to the Hispanic/Latino community. During our conversation, Barbara explains ways credit unions can support the Hispanic/Latino community and empower Latinx professionals in the industry. She talks about strategically placing leaders for better representation of diverse communities. Barbara shares the challenges women of color face and how the credit union industry can better support them. Listen as Barbara talks about helping credit unions connect, serve, and empower the Latinx community. As we wrap up the episode, Barbara talks about admiring her mom, treating herself to spa days, and visiting Puerto Rico. Enjoy my conversation with Barbara Mojica! Find the full show notes on cuinsight.com. Connect with Barbara: | |||
| Innovative Student Lending - CU Student Choice | 07 Mar 2025 | 00:37:53 | |
“When done responsibly, student loans can be one of the most important and empowering investments someone can make in themselves.” - Scott Patterson Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Scott Patterson, President and CEO of CU Student Choice. He joins me to discuss a wide range of topics from his eighth-grade adventures in China to pioneering the early virtual presence of credit unions via Callahan & Associates, as well as the innovation that he has cultivated via his current position at Student Choice. As we wrap up the episode, Scott gives us an inside look at his love for pinball machines, San Antonio, and a certain sci-fi novel from the '90s. Enjoy my conversation with Scott Patterson!
Want to learn more about CU Student Choice? Click here. | |||
| Branch Strategy - LEVEL5 | 14 Jun 2024 | 00:35:26 | |
“Challenge yourself to be great.” - Kurt Klassen Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Kurt Klassen, Executive Vice President at LEVEL5. Kurt shares his career journey that led him to his current role. The team at LEVEL 5 allows credit unions to think ahead, plan well, build smart, and grow. Kurt encourages listeners to embrace a bold vision and believes that every credit union team can reach its potential. LEVEL5 helps credit unions minimize risk while amplifying growth through branch development and redesign. During our conversation, Kurt discusses how credit unions can develop a branch strategy. He shares insights about understanding your markets and evaluating your unique service delivery. Listen as Kurt talks about customizing your branch design and building an effective strategy to increase performance and opportunities for your credit union. As we wrap up the episode, Kurt shares memories about being inspired by servant leadership, loving time near water, and visiting his favorite city in CA. Enjoy my conversation with Kurt Klassen! Find the full show notes on cuinsight.com. Connect with Kurt: | |||
| Connecting People - CUInsight | 31 May 2024 | 00:26:42 | |
“When we prioritize mental health, we create stronger, healthier, more compassionate industries for everyone.” - Robbie Young Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Robbie Young, VP of Strategic Growth at CUInsight. Robbie is a Certified Credit Union Development Educator (CUDE), mental health advocate, and our unending source of fun facts about the world. She sees CUInsight as a central source to keep credit union professionals inspired, connected, and informed. During our conversation, Robbie discusses the importance of mental health advocacy and shares resources. She talks about the direct and indirect influence mental health has on professionals in the industry. Robbie explains the importance of taking care of ourselves first, so we can properly care for our members and teams. She shares her experience and the benefits gained from the Credit Union Development Education (DE Program) and looks forward to returning as a mentor this year. Listen as Robbie talks about what you can do to support the mental health of yourself and others. As we wrap up the episode, Robbie shares some of her famous fun facts, talks about downloading productivity apps, and shares her latest book recommendation. Enjoy my conversation with Robbie Young! Find the full show notes on cuinsight.com. Connect with Robbie: | |||
| Strategy & Marketing - Your Marketing Co. | 17 May 2024 | 00:21:25 | |
“Remove the fear and start asking the right questions.” - Bo McDonald Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Bo McDonald, President and CEO at Your Marketing Co. The team at Your Marketing Co. seeks to empower credit union teams through strategic marketing, planning, and branding. Bo emphasizes the team’s mission to help credit unions avoid unnecessary mergers and thrive by engaging, educating, and retaining the next generation of members. During our conversation, Bo discusses how credit unions can be curious about risks to tackle the fear of change. He talks about evaluating data and developing an appetite for risk as an organization to stay on top of trends and technology. Your Marketing Co. works with credit unions large and small to make a unique difference. Listen as Bo talks about approaches to remain relevant, and attract and retain members now and in the future. As we wrap up the episode, Bo talks about wanting to be a better pasta maker, giving a shout-out to risk-healthy credit unions, and sharing his latest book recommendation. Enjoy my conversation with Bo McDonald! Find the full show notes on cuinsight.com. Connect with Bo: | |||
| Credit Union Websites - PixelSpoke | 03 May 2024 | 00:28:55 | |
“People want to do business with organizations that are motivated by their ‘why’.” - Dave Drouin Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guests on today’s show are Katie Stone, CEO & Co-owner at PixelSpoke, and Dave Drouin President & Co-owner at PixelSpoke. As an empowering B Corp, PixelSpoke promotes a cooperative economy by elevating the digital presence of credit unions. The team prides themselves on being true partners and creating beautiful, easy-to-use, award-winning websites. During our conversation, Katie and Dave discuss what makes a true collaboration. They talk about PixelSpoke’s core values as they pertain to decision-making and success. Katie and Dave share the value of cooperative principles, specifically, “cooperation among cooperatives” and how credit unions can amplify this competitive advantage within the market. Listen as Katie and Dave talk about elevating vendor relationships into a true partnership. As we wrap up the episode, Katie and Dave talk about the amazing team at PixelSpoke, DIY projects, and book recommendations, and having fun while traveling. Enjoy my conversation with Katie and Dave! Find the full show notes on cuinsight.com. Connect with Katie: Connect with Dave: | |||
| Advancing Leadership - DDJ Myers | 19 Apr 2024 | 00:34:17 | |
“We want to help people see their potential and expand the ability to look ahead.” - Deedee Myers Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Deedee Myers, CEO at DDJ Myers. Deedee shares her career journey to founding and running DDJ Myers. She focuses on bringing out the passion and potential in individuals to enhance the organization. DDJ Myers is committed to working with leaders and organizations to develop professional practices and philosophies that sustain gains over the long term in a complex and ever-evolving marketplace. During our conversation, Deedee discusses the masterful execution of advancing leadership. She explains finding alignment in organizations and onboarding for leaders. Deedee talks about the topic of burnout, and how to successfully combat it. Listen as Deedee talks about strategies to improve the transition of leadership. As we wrap up the episode, Deedee shares a story about her dad, her love of off-grid adventures, and her tech habit that came from a Mother’s Day gift. Enjoy my conversation with Deedee Myers! Find the full show notes on cuinsight.com. Connect with Deedee: | |||
| Growth Engine - Cotribute | 05 Apr 2024 | 00:15:50 | |
“We can automate and give credit unions the right tools to grow efficiently.” - Philip Paul Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Philip Paul, CEO & Founder at Cotribute. Philip shares what inspired him to address business concerns through technology. Cotribute is the preferred digital member acquisition solution for fast onboarding, increased conversions, and expanding wallet share. During our conversation, Philip discusses effective practices to grow and improve operational efficiencies within credit unions, including deposit, membership, and marginal growth. He explains which approaches to focus on for mindful and intentional business growth. Listen as Philip talks about what credit unions can do to grow. As we wrap up the episode, Philip talks about learning from an influential boss, building life habits in seasons, and recommending a book for today. Enjoy my conversation with Philip Paul! Find the full show notes on cuinsight.com. Connect with Philip: | |||
| Operational Solutions - Synergent | 22 Mar 2024 | 00:32:48 | |
“People are our best technology.” - Randy Stolp Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Randy Stolp, President at Synergent. Randy shares his career journey that led him to his current role. Randy views Synergent as a person-driven, people-focused cooperative. Together, the team helps credit unions succeed and improve the financial lives of their members. During our conversation, Randy discusses lessons in why people are the source of innovation. He explains the meaning of being a “technology philosopher” and emphasizes the importance of people in technology. Listen as Randy talks about the people, processes, and products within the industry and how Synergent brings solutions to credit unions and their members. As we wrap up the episode, Randy talks about singing in front of his favorite music artist, staying connected to loved ones, and embracing a positive outlook. Enjoy my conversation with Randy Stolp! Find the full show notes on cuinsight.com. Connect with Randy: | |||
| Community Payments - Visa | 08 Mar 2024 | 00:21:20 | |
“We are here. We are local. We are dedicated support.” - Emily Leach Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Emily Leach, VP of Community Accounts for the Mid-Atlantic Region at Visa. Emily shares her career journey that led her to her current role. Emily has worked at Visa as the team customized solutions and products to work more efficiently with credit unions. Visa is a trusted world leader in digital payment technology that connects and enables individuals, businesses, and economies to thrive. During our conversation, Emily discusses new strategies for financial education and serving more people through local partnerships. She explains how these partnerships allow credit unions and fellow financial industry partners to enhance their member offerings. Listen as Emily talks about “excellence through execution” and findings from Visa Research: Future of Payment Technology. As we wrap up the episode, Emily talks about investing in self-care, prepping for credit union industry events, and reading inspiring books. Enjoy my conversation with Emily Leach! Find the full show notes on cuinsight.com. Connect with Emily: | |||
| Data Warehousing - Lodestar | 23 Feb 2024 | 00:22:10 | |
“We love working with credit unions to become more data-driven, so they can better support their members.” - Andrea Brown Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Andrea Brown, SVP of Growth at Lodestar. Andrea is a return guest to the podcast and shares what has changed since last year and what remains a common focus for leaders. Lodestar is a data warehouse and analytics partner for credit unions. They provide a full-service analytics platform of data connectors, visuals, workflows, and strategic guidance to help credit unions move forward in their analytics journey. During our conversation, Andrea discusses which data strategies credit unions should be focusing on to benefit business goals. She explains how leveraging data analytics and choosing the right data warehouse is crucial for a successful core conversion. Listen as Andrea talks about growth plans for the future and continuing to support credit unions with the complex technology systems needed to embrace efficiency and sustainability. As we wrap up the episode, Andrea talks about spending time with her family, splurging on new experiences, and preferring the audiobook of this recent read. Enjoy my conversation with Andrea Brown! Find the full show notes on cuinsight.com. Connect with Andrea: | |||
| Strategy Work - On The Mark Strategies | 09 Feb 2024 | 00:28:31 | |
“Strategic planning is not a date on the calendar, it’s a process.” - Shawn Temple Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Shawn Temple, Strategy Director at On The Mark Strategies. Shawn shares his career journey in credit unions that led him to his current role. On The Mark Strategies empowers credit unions to win, survive, and thrive. The team specializes in strategic planning, branding, training, and marketing services. During our conversation, Shawn discusses the importance of strategic planning and how it brings clarity and alignment to the organization. He emphasizes the significance of core values and building team cultures to create a healthy work environment. Shawn shares the value of leadership development for today and tomorrow. Listen as Shawn explains how credit union teams can inspire connection from the boardroom to the break room. As we wrap up the episode, Shawn talks about being inspired by two amazing leaders in his life, enjoying the aloha spirit, and making himself available for a trip to San Diego. Enjoy my conversation with Shawn Temple! Find the full show notes on cuinsight.com. Connect with Shawn: | |||
| Payments Modernization - Alacriti | 21 Feb 2025 | 00:23:33 | |
“Always have an open mind. Be prepared to try something new because you never know what you might like.” - Stuart Bain My guest on today’s show is Stuart Bain, Senior Vice President of Alacriti, who joins me for this episode of the show to talk about how his unexpected career path took him from geology to banking, and ultimately to fintech leadership. During our conversation, we discuss how outdated loan payment systems can frustrate members and leave burdens on staff. Stuart shares how Alacriti’s solutions—such as real-time integration and self-service options—are truly changing the way credit unions handle payments. We also touch upon the role of instant payments and request-for-pay technology, exploring how they could replace outdated processes. As we wrap up the episode, Stuart talks about a great leader in his life, and his love for classic cars and Hattie B's Hot Chicken. He also discusses the importance of having separate work and personal cell phones. Enjoy my conversation with Stuart Bain! Find the full show notes on cuinsight.com. | |||
| Data-Driven Marketing - Strum | 26 Jan 2024 | 00:28:57 | |
“Know your members better than you ever have.” - Mark Weber Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Mark Weber, CEO at Strum and Strum Platform. Mark shares his career journey and how his passion for credit unions began as a child. Strum is a full-service marketing agency helping credit unions build growth strategies through naming, branding, and marketing. Strum Platform is a financial marketing analytics software that helps credit unions better understand their members through data. During our conversation, Mark and I discuss the importance of data to engage and retain members. He explains the significance of omnichannel tracking in today's environment. Members and prospects have unique journeys as they seek service with multiple touchpoints throughout and he shares how important it is to capture this. Listen as Mark dives into the power of data and the exciting things to come. As we wrap up the episode, Mark talks about making time for his passion for music, enjoying Honolulu, and going with his team to sing karaoke. Enjoy my conversation with Mark Weber! Find the full show notes on cuinsight.com. Connect with Mark: | |||
| Transforming Payments - Alacriti (#74) | 12 Jan 2024 | 00:22:12 | |
“The more ways you offer a member to make a payment, the more likely they are to use it.” - Stuart Bain Thank you for tuning in to episode 74 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Stuart Bain, SVP of Product Management at Alacriti. Stuart shares his career journey that led him to his current role. Alacriti is a leading financial technology company dedicated to helping credit unions accelerate their digital payments transformation. The team is dedicated to providing solutions that empower clients to deliver the innovative digital payment experiences today’s members demand. During our conversation, Stuart and I chat about payment solutions evolving to provide seamless and efficient experiences. He discusses the benefits of these solutions and the importance of delivering a modern digital payment experience in today’s world. Listen as Stuart talks about embracing digital payment transformation and self-service options along with what is to come in the future. As we wrap up the episode, Stuart talks about which car he would splurge on, which food chain he enjoys in Tennessee, and which tech hack he uses for balancing work and life. Enjoy my conversation with Stuart Bain!
Connect with Stuart: | |||
| Data Unification - CRMNEXT (#73) | 22 Dec 2023 | 00:32:12 | |
“We need to be more data-driven than we have ever been.” - Joshua Barclay Thank you for tuning in to episode 73 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Joshua Barclay, Growth Marketing Manager at CRMNEXT. Joshua shares his career journey that led him to his current role. CRMNEXT is a cloud or on-premise CRM solution provider specifically built for credit unions. Their focus is to support credit unions with actionable data to simplify work, drive growth, and deliver on experience. During our conversation, Joshua and I chat about the importance of data and technology in this changing financial landscape. Joshua talks about the New World Banking Order and what this means for the future. Listen as Joshua talks about how credit unions can move towards data unification. As we wrap up the episode, Joshua talks about the leadership legacy of one of his family members, his enjoyment of fine dining experiences, and the city he enjoys traveling to most. Enjoy my conversation with Joshua Barclay!
Connect with Joshua: | |||
| Member Centricity - Co-op Solutions (#72) | 15 Dec 2023 | 00:23:40 | |
“Members are willing to adopt new technology in a way that is convenient for them.” - Nelson Fisher Thank you for tuning in to episode 72 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Nelson Fisher, Director of Product Development at Co-op Solutions. Nelson shares his career journey that led him to his current role. Co-op Solutions partners with credit unions to deliver member-centric and digital-first services designed to improve operational efficiencies and the member experience. They continue to focus on serving credit unions to improve efficiencies, drive growth, and make data-informed decisions. During our conversation, Nelson and I chat about building more member-centric services. He shares perspectives about growth in the credit union industry and delves into research on the micro and macroeconomic environment. Listen as Nelson talks about insights on the psychology of spending behavior, digital maturity, and member engagement. As we wrap up the episode, Nelson talks about his interest in music, his admiration for his wife, and his favorite things about the Bay Area. Enjoy my conversation with Nelson Fisher!
Connect with Nelson: | |||
| Payment Trends - PSCU (#71) | 01 Dec 2023 | 00:25:40 | |
“Leverage all the research and thought leadership that’s out in the payments space.” - Tom Pierce Thank you for tuning in to episode 71 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Tom Pierce, Chief Marketing Officer at PSCU. Tom shares his career journey that led him to his current role. PSCU is the nation’s premier payments CUSO offering end-to-end support and integrated fintech solutions to help credit unions deliver personalized, connected experiences. They continue to focus on serving credit unions beyond traditional payment processing and provide new and innovative solutions to drive our movement forward. During our conversation, Tom and I chat about trends and preferred payment types across generations. He shares the latest research on how consumers prefer to engage in payments. These key findings include mobile wallet usage, emerging payment trends such as buy now pay later, cryptocurrency, and financial aesthetics. Listen as Tom talks about the financial tendencies across generations to better target member needs. As we wrap up the episode, Tom talks about an inspirational leader he’s worked with throughout his career, spending time with his wife, traveling, and getting ready for two of his daughters’ weddings. Enjoy my conversation with Tom Pierce! Find the full show notes on cuinsight.com. Connect with Tom: | |||
| Speak Military - Defense Credit Union Council (#70) | 17 Nov 2023 | 00:31:52 | |
“We see the military voice in our industry as an important voice that needs to be heard.” - Tony Hernandez Thank you for tuning in to episode 70 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest today is Tony Hernandez, President & CEO of the Defense Credit Union Council (DCUC). DCUC is the premier resource for credit unions on all military and veteran matters. The team at DCUC provides trusted resources for active duty and veteran members while working on strategic and operational issues, and addressing regulatory and legislative matters. Tony believes in offering relevant financial services as a way to take care of military personnel and thank them for their efforts. During our conversation, Tony and I chat about protecting veteran benefits and financial well-being within the credit union industry. He offers insight on how credit unions can “speak military” to better assist military personnel. Listen as Tony talks about protecting military members and veterans from predatory lending, keeping up with legislation and advocacy, and providing service to overseas military personnel. As we wrap up the episode, Tony talks about traveling with his wife, the freedom and creativity of using dot journals for organization, and shares his book recommendations. Enjoy my conversation with Tony! Find the full show notes on cuinsight.com. Connect with Tony: | |||
| Outsourced Credit Cards - Elan Credit Card (#69) | 03 Nov 2023 | 00:26:13 | |
“It’s more than credit cards here, it’s about the members and communities.” - Toby Mattson Thank you for tuning in to episode 69 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Toby Mattson, Director of Community Partnerships at Elan Credit Card. Toby began his career in credit unions 30 years ago and shares how it led him to his role today. Elan Credit Card offers an outsourced credit card program to credit unions across the US. The team at Elan provides innovative solutions while removing costs, reducing risks, and improving the cardmember experience. During our conversation, Toby and I chat about consumer trends and how credit cards play into financial well-being. He shares the many ways Elan continues to update credit card programs to match current consumer needs. Toby talks about Elan’s Charitable Giving program and the support they’re providing alongside their credit union partners in communities. Listen as Toby talks about the benefits of outsourcing credit card programs, protecting team culture and engagement, and making an impact in communities nationwide. As we wrap up the episode, Toby talks about a leader who made a positive impact on his life and career, which book he recommends, and the cities he enjoys visiting the most. Enjoy my conversation with Toby Mattson! Find the full show notes on cuinsight.com. Connect with Toby: | |||
| Purposeful Facilities - Momentum (#68) | 20 Oct 2023 | 00:26:14 | |
“Buildings exist for people, so they have to be people centric.” - Mark Alguard Thank you for tuning in to episode 68 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Mark Alguard, President & Director of Client Strategy at Momentum. Mark shares his career journey that led him to his current role. The team at Momentum takes a people-centric approach to delivering buildings that help credit unions thrive. People-centric spaces build a solid foundation and foster connections for staff and members. During our conversation, Mark and I chat about creating workspaces that will help drive organizations forward. Mark talks about having work-life balance without sacrificing the collaborative nature of teams. Listen as Mark shares insights about defining productivity, building hybrid work experiences, and protecting team culture and engagement. As we wrap up the episode, Mark talks about his warm-hearted Grandpa Jack, his admiration for well-made furniture, and his go-to place to take people when visiting Chicago. Enjoy my conversation with Mark Alguard! Find the full show notes on cuinsight.com. Connect with Mark: | |||
| Innovative Technology - Trellance (#67) | 06 Oct 2023 | 00:19:57 | |
“We help credit unions elevate their operational outcomes with AI powered solutions.” - Steve Kass Thank you for tuning in to episode 67 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Steve Kass, Chief Services Officer at Trellance. Steve shares his career journey that led him to his current role. The team at Trellance is dedicated to credit union innovation. They deliver innovative technology solutions to help credit unions achieve more, including operational and digital transformation. During our conversation, Steve and I chat about the evolving use of AI in financial services. Steve offers advice to credit unions who are beginning their AI journey and explains the tangible benefits of leveraging AI. As we look to the future, Trellance is focused on supporting credit unions and evolving their AI capabilities to increase efficiencies, manage risk, and improve the member experience. As we wrap up the episode, Steve talks about the value and memories made through experiences, taking lessons from a sports book, and building work-life integration. Enjoy my conversation with Steve Kass! Find the full show notes on cuinsight.com. Connect with Steve: | |||
| Data Management - Laserfiche (#66) | 22 Sep 2023 | 00:19:01 | |
“That’s at the foundation of credit unions: making sure the member experience is premium and more personalized.” - David Everson Thank you for tuning in to episode 66 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is David Everson, Senior Director of Solutions Marketing at Laserfiche. David shares his vast career journey that led him to his current role at Laserfiche. Laserfiche is a software company founded over 30 years ago. The team handles intelligent data capture, records management, and digitization that connects data across departments. Laserfiche helps employees be more productive by eliminating administrative tasks so teams can focus on high-priority operations such as member service. During our conversation, David and I chat about the importance of omnichannel data management when it comes to providing a seamless member experience. He shares the benefits of Laserfiche’s Solution Marketplace library filled with free data management resources, training modules, and pre-built forms and workflows. Listen as David talks about the resources, tools, and strategies for better data management practices now and in the future. As we wrap up the episode, David talks about his 30-year friendship with a mentor, his current book recommendation, and his thoughts on work-life balance. Enjoy my conversation with David Everson! Find the full show notes on cuinsight.com. Connect with David: | |||
| Executive Benefits - Gallagher | 07 Feb 2025 | 00:23:34 | |
“Be patient. Get answers. Find trusting partners. Enjoy and trust the process.” - Kraig Klinkhammer Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Kraig Klinkhammer, Executive Vice President of Gallagher Executive Benefits Team at Gallagher, who joins me to discuss credit union executive benefits. Kraig reflects on his childhood dream of one day becoming a pilot and how his love for numbers and strategy led him to pivot toward a fulfilling career helping credit unions attract and retain talent via customized benefit plans. During our conversation, we explore the challenges that credit unions face in today’s competitive world. Kraig offers insights into how his team supports credit unions by designing and servicing long-term benefit plans, highlighting the importance of trust, partnership, and ongoing service. Kraig also provides a behind-the-scenes look at Gallagher, a nearly 200-year-old company with the personal touch of a smaller organization, emphasizing the important role of experience, people, and commitment when selecting a benefits partner. As we wrap up the episode, Kraig discusses the professor who challenged him to humanize finance and his love for the creature comforts of home. He also shares his appreciation for the history of the east coast. Enjoy my conversation with Kraig Klinkhammer! Find the full show notes on cuinsight.com. Connect with Kraig: | |||
| International Support - Worldwide Foundation for Credit Unions (#65) | 08 Sep 2023 | 00:20:10 | |
“You are a member of a great global credit union community.” - Mike Reuter Thank you for tuning in to episode 65 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unions (WFCU). Mike shares how the environment for credit unions has grown since the last time he was a guest on the podcast. WFCU focuses on strengthening credit unions while they serve and transform members’ lives worldwide. As an arm of the World Council of Credit Unions (WOCCU), they are advancing financial inclusion, global relief aid, DEI, and more through a vibrant and growing global credit union system. Mike shares his excitement for the 75th anniversary of International Credit Union Day held on October 19, 2023. During our conversation, Mike and I chat about the strong levels of support across the global credit union movement. He shares the national and international initiatives that keep credit unions operating so teams can help their own communities. Listen as Mike talks about fostering stronger engagement and more connectivity within the global credit union system. As we wrap up the episode, Mike talks about having a great time in Vancouver, balancing work and life, and pursuing further education to improve customer experiences. Enjoy my conversation with Mike Reuter! Find the full show notes on cuinsight.com. Connect with Mike: | |||
| Executive Coaching - Humanidei (#64) | 25 Aug 2023 | 00:29:39 | |
“Everyone has a seat at the table and if the table is not long enough, we’ll build it bigger.” - Tracie Kenyon Thank you for tuning in to episode 64 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Tracie Kenyon, Executive Development Partner at Humanidei. Tracie shares her career journey within the credit union industry for the last 38 years. Humanidei works with credit unions to integrate their most important asset- their human capital- into organizational growth plans and talent development. Tracie guides teams in creating a positive company culture where team members can build their skills and career. During our conversation, Tracie and I chat about the importance of taking care of your team and the value in executive coaching. She gives advice on improving the hiring process and shares three tips to get it right the first time. Tracie explains how the “B” at the end of DEIB stands for belonging, and why it is so important for the culture of an organization. Listen as Tracie talks about building a nurturing and innovative company culture for your credit union team. As we wrap up the episode, Tracie talks about an impactful leader she’s had in her life, her love of books along with a book recommendation, and her passion for work. Enjoy my conversation with Tracie Kenyon! Find the full show notes on cuinsight.com. | |||
| Web Development - uncommn (#63) | 11 Aug 2023 | 00:24:36 | |
“Create a website for your credit union, not a template of 20 others.” - Bo McDonald Thank you for tuning in to episode 63 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Bo McDonald, President and CEO at Your Marketing Co and uncommn. In this episode, we dive into all things uncommon, the preferred web development company for credit unions looking to control their online presence. Bo values service that is flexible to the changing needs of the credit union industry and is focused on providing that. During our conversation, Bo and I chat about treating a website like a digital branch for members. Bo shares that security, load time, and quality of content are the top three areas where credit unions must make a strong first impression on their website. He explains the importance of credit unions doing their due diligence and communicating with members throughout the web design process. Your website is ultimately one of your branches, listen as Bo explores ideas to better represent your brand and interact with members seamlessly. As we wrap up the episode, Bo talks about the two Johns that deeply influenced his leadership, the states he loves to visit, and the two things he doesn’t mind splurging on for a good time. Enjoy my conversation with Bo McDonald! Find the full show notes on cuinsight.com. Connect with Bo: | |||
| Delivering Solutions - CUNA Strategic Services (#62) | 28 Jul 2023 | 00:32:16 | |
“There is always an opportunity for credit unions to expand their digital footprint and presence.” - Barb Lowman Thank you for tuning in to episode 62 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Barb Lowman, President at CUNA Strategic Services (CSS). Barb shares her career journey in the financial service industry that led to her current role at CSS. CUNA Strategic Services connects credit unions and leagues to the industry's top solution providers to create the ultimate partnerships. The team at CSS is focused on positioning credit unions to thrive in the market and provide exceptional member service. During our conversation, Barb and I chat about the value CSS provides in connecting networks of people, resources, and tools. Barb shares why it is so important for credit unions to invest in technology and support in order to grow in today’s environment. Listen as Barb talks about shifting from idea to execution and delivering solutions to credit unions. As we wrap up the episode, Barb talks about buying golf shoes, eating foods across the country, and a book that she considers a must-read. Enjoy my conversation with Barb Lowman! Find the full show notes on cuinsight.com. Connect with Barb: | |||
| Community Engagement - Zogo (#61) | 14 Jul 2023 | 00:18:46 | |
“When it comes to engagement and financial literacy, effectiveness is key.” - Shyam Pradheep Thank you for tuning in to episode 61 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Shyam Pradheep, General Manager at Zogo and a return guest to the podcast. Zogo is a financial literacy company that provides bite-sized, gamified education in a fun and accessible way. Zogo’s gamified mobile integration is sure to help credit unions effectively attract Gen Z, millennials, and users of all ages in financial education. The team aims to engage members to make the most out of all the services credit unions offer. During our conversation, Shyam and I chat about building engagement that can be reached by all ages. Shyam shares Zogo’s three pillars of engagement and lessons on gamifying financial literacy. Listen as Shyam reflects on the past, present, and future of Zogo and community engagement within the credit union industry. As we wrap up the episode, Shyam talks about being a huge foodie, admiring his fellow team members, and experiencing The City That Never Sleeps. Enjoy my conversation with Shyam Pradheep! Find the full show notes on cuinsight.com. Connect with Shyam: | |||
| ATM Management - ATM USA (#60) | 30 Jun 2023 | 00:16:13 | |
“Working with credit unions is less transactional, and more about being a good partner and solving problems.” - Craig Helmers Thank you for tuning in to episode 60 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Craig Helmers, VP of ATM Management at ATM USA. Craig shares his career journey with ATM USA and his passion for working with credit unions. ATM USA is a nationally-recognized and trusted partner of high-quality, turnkey ATM equipment and services. One of their goals is to take the work of operating ATMs off of credit union teams. During our conversation, Craig and I chat about how credit unions can approach ATM and ITM management by outsourcing. Craig shares tips on how to prepare for ATM compliance changes and how it’s beneficial to have a go-to partner especially when regulatory or technology requirements change. As we look to the future, ATM USA is committed to providing credit unions with ATM solutions to create a better member and employee experience. Listen as Craig shares new products and technology that will provide solutions for running an ATM fleet. As we wrap up the episode, Craig talks about the inspiring career journey of his friend’s father, some of his favorite travel spots, and the impactful book his older brother gave him. Enjoy my conversation with Craig Helmers! Find the full show notes on cuinsight.com. Connect with Craig: | |||
| Small Dollar Lending - QCash Financial (#59) | 16 Jun 2023 | 00:25:36 | |
“Let’s make sure members have access to the help they need when they need it.” - Seth Brickman Thank you for tuning in to episode 59 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Seth Brickman, CEO of QCash Financial CUSO. Seth is a return guest, so we started this episode discussing changes in the economic environment since we last spoke and how QCash has evolved. QCash is a CUSO that helps credit unions serve members experiencing a financial need and approve loans more often through their patented relational underwriting system. Seth talks about financial inclusion and the vital role credit unions play in protecting members from predatory lenders. During our conversation, Seth and I chat about financial access and inclusion and how QCash supports lending while mitigating risk. He discusses new products, programs, and technology being used to increase financial inclusion. As we look to the future, QCash is committed to collaborating with credit unions to improve the financial well-being of individuals and communities. QCash continues to support and empower credit unions so they can approve more loans and improve more lives. As we wrap up the episode, Seth talks about race cars, his puppy, and the city that holds a special meaning for him. Enjoy my conversation with Seth Brickman! Find the full show notes on cuinsight.com. Connect with Seth: | |||
| Cyber Threats - Adlumin (#58) | 02 Jun 2023 | 00:25:43 | |
“The better we’re prepared for anything, the better we’re going to be able to respond.” - Paul Whittier Thank you for tuning in to episode 58 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Paul Whittier, Director of Channel Sales for the West Region at Adlumin. Paul talks about his passion for people and technology sales which led him on his career journey to his current role. Adlumin provides the enterprise-grade security operations platform and managed detection and response services to help organizations comply, detect, prioritize, and respond to cyber threats and IT operations in real-time. Adlumin’s goal is to revolutionize the way organizations secure sensitive data and help gain visibility to be aware of any cyber risks. During our conversation, Paul and I chat about managing cybersecurity. Paul explains the goals of cyber criminals beyond tampering with member data, such as cyber ransoms. He describes how compliance can protect credit unions against threats and the importance of preparing for future threats by monitoring abnormal cyber events within their network. As we look to the future, Adlumin is focused on evolving their products and creating new solutions to stay ahead of future threats and continue supporting credit unions. As we wrap up the episode, Paul talks about splurging on life experiences, traveling to different cities, and living life to the fullest. Enjoy my conversation with Paul Whittier! Find the full show notes on cuinsight.com. Connect with Paul: | |||
| Advocacy & Compliance - NAFCU (#57) | 19 May 2023 | 00:16:45 | |
“We want to create a legislative and regulatory environment so credit unions don’t just survive, but thrive and grow.” - Dan Berger Thank you for tuning in to episode 57 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Dan Berger, President and CEO at NAFCU. Dan has been a guest on The CUInsight Experience podcast and in this episode, we are diving into his experience with NAFCU and the amazing work they do. The team at NAFCU advocates for credit unions nationwide by interacting with government officials and policymakers. NAFCU is committed to representing, assisting, educating and informing credit unions to help them grow and continue serving their members. During our conversation, Dan and I chat about NAFCU’s mission to support their members through advocacy, compliance assistance, and education and training. We discuss regulation and legislation as it relates to current events and how credit unions set themselves apart. Dan talks about the culture at NAFCU that values and enhances extreme member service to help credit unions support members and communities. As we look to the future, NAFCU is focused on advocacy and creating a legislative and regulatory environment for credit unions to thrive and grow. As we wrap up the episode, Dan talks about buying fly fishing rods, being present for his family, and having fun in Nashville. Enjoy my conversation with Dan Berger! Find the full show notes on cuinsight.com. Connect with Dan: | |||
| Lead & Lend - Coviance (#56) | 05 May 2023 | 00:29:42 | |
“Let’s challenge each other to lead.” - Allen Jingst Thank you for tuning in to episode 56 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Allen Jingst, Chief Revenue Officer at Coviance. Allen talks about his passion for people and technology sales which led him on his career journey to his current role. Coviance is a technology-focused lending platform that makes home equity and HELOC lending simpler, faster, and friction-free. Coviance’s goal is to create a better and faster lending experience for credit unions, their members, and employees. During our conversation, Allen talks about automating the lending process while enhancing the human touch to improve member experiences. The team at Coviance supports credit unions during the entire process of analyzing, innovating, and initiating new workflows. Allen believes credit unions are long standing financial institutions with a lot of insight to leverage. As we look to the future, Coviance is focused on perfecting the lending experience and continuously improving the process so credit unions can operate more efficiently and gain new members through real estate loans. Listen as Allen shares how credit unions can encourage each other to innovate and lead the movement forward. As we wrap up the episode, Allen talks about spending time with family, a gadget that he can’t live without for business and personal use, and enjoying nature. Enjoy my conversation with Allen Jingst! Find the full show notes on cuinsight.com. Connect with Allen: | |||