Grow Your Credit Union

Read the show notes and full transcript on our site: growyourcreditunion.com Every CEO loves a Big Audacious Goal. The trouble is what happens next: the goal gets tossed to the team with a fantasy timeline attached, and they are the ones left figuring out how to actually pull it off. In this episode: How credit union leaders can reduce the operational distractions eating their day How to write a strategic plan that gives leaders their time back instead of consuming it What has to be true before a small credit union can build its own AI back office Thanks again to our sponsor, Pure IT.  Host: Joshua Barclay Co-host: Becky Reed Guest: Jack Smith, CEO and Co-founder, Pure IT

Read the show notes and full transcript on our site: growyourcreditunion.com A 77-year-old credit union did the due diligence, picked a solid vendor, and built a whole strategy on it. Then the vendor went under and took the credit union with it. The lesson isn't about that vendor. It's about what happens when your entire plan has a single point of failure and no way out. In this episode: How credit unions can stand out when every institution has the same AI tools What a collapsed cannabis-banking strategy really teaches about vendor risk Whether stablecoins are the deposit threat everyone fears Plus we talk with Jack Smith, CEO and Co-founder of Pure IT, about CU Intersect, the credit union event actually worth your January. A huge thanks to Pure IT for sponsoring this episode. Learn more at pureitcuso.com. Links from this episode: CU Intersect (January 25-27, 2027, New Orleans): cuintersect.com Host: Joshua Barclay Co-host: Becky Reed Guest: Andrew Mattingly, Chief Operating Officer, FORUM Credit Unions

Read the show notes and full transcript on our site: growyourcreditunion.com The best teams run circles around everyone else, and it isn't because they hired the best people. It's because they built a system underneath those people that makes it safe to take a swing and miss. Most credit unions have the talent already. What they're missing is the platform that lets it perform. In this episode: Why high-performing teams come from operating models, not star hires Why the growth stall everyone is panicking about may be the wrong thing to watch Why credit unions keep failing to personalize the digital experience they promise Plus we talk with Jack Smith, CEO and Co-founder of Pure IT, about how credit unions can finally get past AI inaction and put it to work. A huge thanks to Pure IT for sponsoring this episode. Learn more at pureitcuso.com. Host: Joshua Barclay Co-host: Becky Reed Guest: Myrto Koimtzoglou, Chief Operating Officer, Farmers Insurance Federal Credit Union

Read the show notes and full transcript on our site: growyourcreditunion.com Membership growth just hit its lowest point since 2011, and the boom years before it may have been borrowed all along, members rented from auto dealers who were never really yours to keep. The credit unions pulling ahead stopped renting and started building relationships they actually own. In this episode: Whether credit unions ever won on relevance or just rented it from auto dealers Why handing out budgeting tips is not the same as building financial wellbeing What AI-driven fraud actually changes for how a credit union operates Host: Joshua Barclay Co-host: Becky Reed Guest: Ryan Marosy, VP of Marketing, Affinity Federal Credit Union

Read the show notes and full transcript on our site: growyourcreditunion.com JOIN NCU-ISAO FOR A FREE TABLETOP EXERCISE ON AUGUST 27TH, 2026 Most credit unions only catch fraud after the money's gone. They budget for the cleanup, staff for the cleanup, build their whole defense around the cleanup, and it's costing them far more than the loss itself. The credit unions pulling ahead are the ones who stopped waiting for the loss and started predicting it. In this episode: Why the true cost of fraud runs far beyond the dollar amount lost Why fraud is outgrowing its old home inside IT How disconnected data across departments lets mule accounts sit undetected What NCU-ISAO's intelligence-sharing network actually does for its member credit unions A huge thanks to our sponsor, NCU-ISAO. Learn more at ncuisao.org. Host: Joshua Barclay Co-host: Becky Reed Guest: Brian Hinze, President and CEO, NCU-ISAO