DiscoverThe CUInsight Experience
The CUInsight Experience
Claim Ownership

The CUInsight Experience

Author: CUInsight

Subscribed: 31Played: 1,093
Share

Description

Welcome to The CUInsight Experience. Hosted by Randy Smith, co-founder of CUInsight.com. In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions in banking, payments and fintech? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These questions and more will be asked and answered in each episode. The goal of The CUInsight Experience is to take a deeper dive with people and find the gems we can all learn and grow from. Thank you for tuning in. Enjoy.
102 Episodes
Reverse
“There is always opportunity in change.”Thank you for tuning in to season three, episode 102 of The CUInsight Experience podcast, with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My first guest of Season three is Antonio Neves. Antonio is an internationally recognized leadership speaker, author, podcaster, and success coach and was our first keynote in the CUInsight mini-con series we launched last November. Because of the craziness, we called 2020. I wanted to get back to basics and share the stories of how leaders in our movement got to where they are and what lessons they have learned. Antonio is the first guest of the season because of his presentation at REFUEL, and since I knew I was going to reference his speech over and over, I figured we might as well hear it directly from him.Listen as Antonio shares how he had to pivot in his career to accommodate and excel in the pandemic. He expresses the unexpected gift he received by working and being able to stay home with his family and the importance of truly and deeply reconnecting with those he cares about. Antonio believes that if you miss the spark in your life, you need to think about what you stopped doing that got you where you are today. He explains that it is important to identify what is the most important.  Antonio also discusses ‘dream jobs’ and not attaching an identity to your profession, but be ready to endorse yourself if someone should ask. We finish up with rapid-fire questions and learn that Antonio was a jock in high school. The best album of all time is The Tribe Called Quest, The Low End Theory, and his father Al Neves is the first person who comes to mind when he hears the word success. Antonio believes there is such power in choosing how to show up with amazing ideas and thoughts that we can all learn from. Enjoy!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Antonio:Antonio NevesBooks | PodcastTwitter | Facebook | LinkedIn | Instagram
“We can get what we want out of life if we are intentional about it.” Jill NowackiThank you for tuning in to episode 101 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.In this season's final episode, we are changing things up a little. My co-host, the one and only Jill Nowacki, and I are looking back on this crazy year and discussing the good that is often overlooked while moving forward to 2021. I share some ways that the CUInsight Experience will be new and improved for 2021.Listen as Jill and Randy talk about bringing your whole self to work and valuing the differences among peers; the authenticity and culture each individual brings to the workplace. Jill shares some things she is excited to see happen in the next year or two, and Randy discusses how technological advances have allowed him to stay connected with credit union thought leaders. They collectively speak about the difficulties of keeping remote team members connected to the rest of the team while maintaining the credit union's culture and how many industry leaders have successfully taken this challenge on. Jill shares a book she thinks everyone should read and some final thoughts for wrapping up the 2020 season. Randy shares some exciting news about changes to Season 3 of The CUInsight Experience and how its pivot will be bigger and even better!Most of all, we hope everyone has a safe and wonderful holiday, and we will see you back here in 2021.Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Jill:Jill Nowacki, President/CEO of Humanidei jill@humanidei.com www.humanidei.com LinkedIn | Twitter | Facebook 
“Start with the end in mind.”Thank you for tuning in to episode 100 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on this 100th episode was also my guest on the very first episode of The CUInsight Experience Podcast, Jim Nussle, the President, and CEO of CUNA. I was looking forward to this conversation with Jim. We intentionally kept it broad in scope when talking about credit unions and focused on the future, what credit unions are doing well, where there is room for improvement, and what challenges we face over the next few years.Jim discusses what he sees on a national level in credit unions over the course of the pandemic and how he has grown as a leader during this time. He applauds the credit union movement for being “Financial First Responders” and consistently providing great service to members and support for each other. Jim also talks about what he believes credit unions need to change in order to enhance relevance in the future; leaning into what we do best.  A year from now, Jim will be most proud of how the movement navigates and effectively responds to the redefinition of community.Listen as Jim shares what inspired him to take the job as President & CEO of CUNA and how the inspiration has transformed over the years. “Listen, learn, help and lead,” is a phrase Jim’s team has heard him say often and he believes he’s always had the ability to make hard decisions, but he learns more every day. He talks about his prompt ability to pivot, like many leaders, and how that comes with being able to gather your team and adjust accordingly so that no one is left behind. Jim says that spending time with his family, his dog and playing guitar are some things that have kept him sane during the pandemic.As usual, we wrap up this 100th episode with rapid-fire questions and learn that Jim was involved in everything in high school and wanted to be a lawyer and a public servant when he grew up; both of which he has accomplished. Jim says that his dad is the picture of success, and spending time with his parents during this time has become one of his greatest pleasures.Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Jim:Jim Nussle, The President and CEO of CUNACUNA jnussle@cuna.coop Twitter | LinkedIn 
“If you make sure your boss wins, you will be successful through their success.”Thank you for tuning in to episode 99 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today's show is Nader Moghaddam, the President and CEO of Financial Partners Credit Union in California. We talked about what it takes to be a good leader, great insights into board relations, and why that CEO board relationship is so important and difficult for people just moving into the CEO role for the first time. Nader also talks about why he feels it's important to be part of the credit union system beyond his credit union's four walls, whether that's at the state or federal level.Nader shares why his connections outside of the credit unions' four walls is so important. He feels he has grown as a leader during this pandemic, and explores the change in traditional credit union responses with work spaces and talent acquisition. Nader also speaks about how important it is to have a good relationship with the board as a C-suite leader and the ability to embrace transition through technological advances.Listen in, as Nader discusses the motivation for taking the CEO position at Financial Partners Credit Union and how that motivation has changed with years on the job. He believes his team has done a tremendous job with their flexibility, dedication and focus throughout the year and looking forward to the next few quarters. His idea of a great day is taking off on his bike, playing pickle ball with his brother, and finishing up with a beer.Wrapping up with the rapid-fire questions, we learn that Nader is a Pink Floyd fan; he was a shy, studious kid in boarding school, and he thought he was going to be a civil engineer when he grew up. When it comes to who he thinks of when he hears the word success, it's his father. His father lived a long life and did many things, never sitting idle. I hope you enjoy this conversation.Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Nader:Nader Moghaddam, the President and CEO of Financial Partners Credit UnionNaderm@fpcu.org LinkedIn 
“Love what you do, and if you don’t love it, find that love.”Thank you for tuning in to episode 98 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today’s show is Debbie Painter, the President and CEO of the Kentucky Credit Union League. Debbie and I talk about leadership and the communication skills it takes to be a good leader in this digital world that we are all living in. We talk about growing up in credit unions and how that swayed Debbie’s career path, and her view of looking at each position as a longer, bigger career instead of just a job. Debbie also shares some hacks for internal candidates looking for a CEO position plus much more on this episode of The CUInsight Experience.Debbie believes that investing in membership, community, and employees are ways credit unions will stay relevant in the future. She shares some counsel on how her team stays connected during the pandemic and how her leadership has evolved with a ‘family-first approach. This has helped the KYCUL team maintain a healthy and positive atmosphere. She also shares her concerns for credit unions in this tough financial environment.Listen as Debbie shares what inspired her to take the position at the league and how that inspiration has grown over the last two years. Debbie says that her faith enables her to make hard decisions, and seeing your position as a job and nor a career is a mistake most people make today. If she hadn’t started as a teller and worked her way up, she says she wouldn’t be where she is today.During the rapid-fire questions, we learn that Debbie thought she would be a secretary when she grew up and the best album of all time is anything by the Bee Gees. When she hears the word success, she thinks of herself because she loves what she does and believes that if you don’t love it, you should keep looking until you find what makes you happy.Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Debbie:Debbie Painter, President and CEO of the Kentucky Credit Union LeagueLinkedIndpainter@kycul.org
“People don’t really care what you know, they want to know that you care.”Thank you for tuning in to episode 96 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today's show is Mr. Bert J. Hash Jr., the former Presiden and CEO at MECU in Baltimore. Bert is very busy in his retirement and services on many boards and committees in his community and around the world. Bert is on the ACCOSCA Foundation board and active in the DE community in Africa. We talk about leadership, board relations, community involvement, mentoring, and what we can do better as credit unions, and so much more.Bert shares why working with ACCOSCA is so important and what US credit unions can learn from credit unions on the African continent with relevance and maintaining a healthy pace of change in technological advances. Bert also shares the need for credit unions to the ‘unbanked’ and those who can truly benefit from services this community offers. Listen, as Bert discusses the effects of the global pandemic on large groups of members, including people of color and middle class citizens combating systems of financial health inequity. Bert talks about what inspired him to take the position at MECU, the various boards and committees he serves, and how getting involved with these organizations was pivotal to his career. During the rapid-fire questions, we learn that Bert was one of the top three students who would succeed after high school. Bert wanted to work in mathematics but changed his major to business after 6 months of schooling. Giving back has become more important as he's gotten older and material things have gotten less. When Bert has a day off, he and his wife go to their place in Virginia called Serenity to relax and unwind and spend time together. This is a great conversation with an even greater man. Enjoy!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Bert:Bert J. Hash Jr. former President and CEO of MECUBHash47@gmail.com
“A single leader doesn’t have all the answers.” - Lucy Ito Thank you for tuning in to episode 96 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today’s show is Lucy Ito, the President, and CEO of NASCUS, The National Associate of State Credit Union Supervisors. We talk about credit unions and the relationship with regulators because of Lucy’s interesting seat at the table and perspective on it all. She brings leaders together from both sides and has them at the same table. We talk about leadership lessons learned, staying connected in remote environments, and even Lucy’s quest to make the perfect granola.Lucy shares how her team has maintained and enhanced their camaraderie in the virtual setting and how she has grown as a leader during the pandemic. She also discusses the nuances of leadership and remote onboarding while navigating through changes in credit union regulations in a global crisis. Lucy believes that credit unions have to adjust to consumers’ expectations to stay competitive in financial services. Lucy shares what she will be proud her team has accomplished a year from now.When asked about leadership, Lucy shares what inspired her to take the position at NASCUS and how that inspiration has changed with gained experiences. Lucy believes that she has a collaborative leadership style, but she is also hands-off with her team allowing them to develop their decision-making skills. Lucy loves to cook when she has time to relax and recharge, and she has taken time in the last few months to perfect her granola recipe.We finish up with the rapid-fire questions, and we learn that Lucy wanted to be a Supreme Court Justice when she grew up and listening to NPR every morning keeps her informed. Time with family has become more important, and worrying about what people think has become less. Enjoy my conversation with Lucy Ito!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Lucy:Lucy Ito, the President and CEO of NASCUS lito@nascus.orgwww.nascus.orgLinkedIn
“Professionals have coaches, amateurs do not.” - DeeDee MyersThank you for tuning in to episode 95 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on this episode is Deedee Myers, Founder, and CEO of DDJ Myers.  We talk about leadership lessons learned, the value of coaching, what it takes to be a good leader. We spend a lot of time making sure that we, as individuals and credit unions, are asking the right questions and the next generation of leaders that will take over when it's time to pass the baton. I hope you enjoy my conversation with Deedee.Deedee shares her knowledge on keeping her team together during the pandemic and how she has grown as a leader during these challenging times. Deedee believes that current leaders need to make sure the next generation of leaders are ready to step up and tackle some of the challenges credit unions face today and potential obscurities that arise in the future. Deedee talks about what inspired her to start DDJ Myers and how that inspiration has developed and transformed over the years. She speaks transparently about the mistakes she made early in her career, and the mentors that have helped her along the way. When Deedee has a day off and wants to get away, she takes her 1997 Defender Landrover out to enjoy the great outdoors.During the rapid-fire questions, we learned that Deedee got kicked out of high school, and actually wanted to be a journalist when she grew up. Looking back over her various life experiences, Deedee is always proud to say; “Yeah, I did it.” Enjoy!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Deedee:Deedee Myers, Founder and CEO of DDJ MyersDMyers@ddjmyers.comddjmyers.com Twitter | LinkedIn
“There is no requirement to have a formal title to be a leader.” - Larry Sewell Thank you for tuning in to episode 93 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance transforming data into actionable insight for credit unions from coast to coast.My guest on today’s show is Larry Sewell. Larry is the VP of Corporate Partnership and Advocacy at Together Credit Union and the new Board Chair of the African American Credit Union Coalition. We talk about all the stuff going on at AACUC and the work that Larry and his team at Together Credit Union are doing in St. Louis. He came up through the credit union ranks as a trainer and helped build leaders his entire career.Larry shares tips on keeping his team connected with creativity and innovative strategies to stay engaged. Weekly virtual conversations assist with maintaining and increasing morale among staff and board members. Larry also discusses his new role with AACUC organization, their trajectory and the accomplishments he and the rest of the team are most proud of. Listen as Larry speaks about what inspired him to take the position at Together Credit Union and how it has elevated his outlook on leadership and progression. “Reach consensus,” is Larry’s best known phrase and something his team hears him say many times. During the rapid-fire questions, we learned that Larry is a Stevie Wonder fan. He wanted to be a businessman when he grew up, and his grandfather, who adopted him and his brother, is the first person who comes to mind when he hears the word “success”. From playing golf, to spending time with family, and volunteering, Larry enjoys the outdoors and assisting others in his community. Enjoy!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Larry:Larry Sewell, VP of Corporate Partnership and Advocacy at Together Credit Union and Board Chair of the African American Credit Union Coalition (AACUC) lsewell@togethercu.orgwww.togethercu.org LinkedIn | Twitter | Facebook | Instagram www.aacuc.orgTwitter | Facebook | LinkedIn 
"There's no limit to the ways we can learn." - Shruti MiyashiroThank you for tuning in to episode 93 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Trellance who is transforming data into actionable insight for credit unions from coast to coast. My guest on today's show is Shruti Miyashiro. Shruti is the President and CEO of Orange County's Credit Union. We talk about keeping teams connected in this ever-changing world and maintaining the credit union’s culture, and mission. Shruti explains why creating a culture of growth for employees is important to her and the credit union. We talk about what credit unions need to do to stay relevant with all the disruption going on in financial services.Shruti discusses how she has grown as a leader during the pandemic, some tips on maintaining continuity when leaders on the senior management team retire and why maintaining a growth culture is important to her and her team. Shruti also speaks about what she believes credit unions need to do differently to stay competitive in financial services and what she will be proud her team has accomplished a year from now.In the leadership and life hacks section, we find out what inspired Shruti to take the position of President and CEO of Orange County's Credit Union and how mentors have helped her career. Shruti believes that her leadership style is one of humility and confidence without arrogance, and that title matters is a common myth about leadership that needs to be debunked.Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Shruti: Shruti Miyashiro, President and CEO of Orange County’s Credit Unionsshrutim@orangecountyscu.org www.orangecountyscu.org Facebook | Instagram  
“It’s hard to learn being right all the time.” - Randy Salser Thank you for tuning in to episode 92 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest today is Randy Salser, the President of NAFCU Services Corporation. Listen as we talk about credit unions, leadership lessons learned, and life. Randy shares some great stuff on remote work, keeping teams connected, moving fast, and failing fast. Randy discusses how his team at NAFCU Services is holding up during this pandemic, how he has grown as a leader while leading through a global health crisis, and the changes he has seen credit unions makeover the last six months. They are having success with virtual conferences, but he is ready for in-person conferences to resume human interaction.In the leadership and life hacks section, we learn what inspired Randy to take the position at NAFCU Services and how the inspiration has changed over the years. Momentum is something his team has heard him say often, and Randy shares that he always could make hard decisions; he thinks he does it better now though. When he has a day off, he hangs out with his kids and travels around in their RV to his son’s laCrosse tournaments.We learned that Randy wanted to be a professional football player as a child during the rapid-fire questions, but in high school, that changed to an archeologist. Exercise and reading have become his daily routines, and time has become more important. I think you will enjoy this conversation. Stay well and enjoy!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Randy:Randy Salser, President of NAFCU Services rsalser@nafcu.org
“Never let a crisis go wasted.” - Mina Worthington Thank you for tuning in to episode 91 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Randy has Mina Worthington as his guest on the show today. She is the President and CEO of Solarity Credit Union in Yakima, Washington. We talk about digital transformation, the future of credit unions, remote work, what the workplace looks like going forward, and how to keep the credit union culture intact with all the changes. Listen as Mina shares how she keeps her team connected during this crisis, how she has grown as a leader because of it, and the biggest changes at her credit union that she plans on carrying over once the pandemic is over. Mina also discusses how she maintains the credit union culture with everyone working remotely and what she will be most proud to have accomplished a year from now.Additionally, Mina discusses why she took the position as President and CEO of Solarity, how the inspiration has changed, and some tips for new CEOs dealing with uncertainty. Mina also speaks about some leadership myths she wants to debunk and that she loves to spend time with her family, boating, or traveling when she has time away from the office.In the rapid-fire questions section, we learned that Mina wanted to be a graphic designer when she grew up, she was a slacker and partier in high school, and that she loves Guns & Roses as much as I do. When she hears the word success, she thinks of her husband because of everything he has accomplished. This was a fun conversation you don't want to miss. Enjoy!Find the full show notes on cuinsight.com Subscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Mina:Mina Worthington, President and CEO of Solarity Credit Unionmworthington@solaritycu.orgwww.solaritycu.orgLinkedIn | Twitter | Facebook | Instagram 
“Connecting the mission to everyone is what we should be doing.” - Victor Corro Thank you for tuning in to episode 90 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest today is Victor Corro, President and CEO of Coopera and one of the CU DEI Collective founding members. We talk a ton about credit unions and their challenges with all the disruption going on, why diversity, equity, and inclusion are so important, and how credit unions can be the leader in this space. Victor also shared his path to where he is today and the leadership lessons he's picked up along the way, plus much more on this episode of the show.Victor discusses why diversity, equity, and inclusion are important across the board, not just in credit unions, and how the DEI Collective got started. He also speaks about how important it is to have a strategic plan at the C-Suite level to bring diversity into their hiring practices, the changes he has seen in credit unions since the start of the pandemic, and what he will be most proud to have accomplished a year from now.In the leadership portion, Victor shares what inspired him to take the position and Coopera, the years it took him to cultivate the ability to make hard decisions and a mistake he made early in his career. Travel is how Victor recharges, and to date, he has been to 90 countries. I’m 40 behind him. Need to get traveling again to catch-upIn the rapid-fire questions, we learned that Victor learned to speak English from U2's Joshua Tree album, and his most memorable trouble was when he parked his dad's jeep on the beach during low tide and found it floating during high tide. I enjoyed this conversation and hope you do as well.Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, StitcherBooks mentioned on The CUInsight Experience podcast: Book List How to find Victor:Victor Corro, President and CEO of Cooperavictor.corro@cooperaconsulting.comwww.cooperaconsulting.comLinkedIn | Twitter | Facebook 
“Don’t give up, put it out there and be deliberate in what you want in life.” - Kathryn DavisThank you for tuning in to episode 89 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest on this episode is Kathryn Davis. Kathryn is the President and CEO of Valley First Credit Union in California. We talk about Kathryn’s path to her current position as President and CEO, and I appreciated her willingness to talk about the struggles she had getting there. Kathryn shares some advice for others who are trying to move into the C-Suite and some advice for people who are doing the hiring. Kathryn shares the leadership lessons she has learned on her journey. She talks about changes she has seen during the pandemic, and what she believes credit unions need to do to stay relevant going forward. Listen as Kathryn shares why she took the position at Valley First Credit Union and how the inspiration has changed with time on the job. She speaks about how she cultivated the ability to make hard decisions, some myths about being a leader, and her mistakes on her journey to the top.We wrap it up with rapid-fire questions and learn that Van Morrison is Kathryn’s favorite artist. She wanted to be a news anchor when she grew up before she got into credit unions, and spending time with her family is what she loves to do when she has time off. Kathryn’s final words were, “Don’t give up, put it out there and be deliberate in what you want in life.” I couldn’t have said it better, enjoy!Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Kathryn:Kathryn Davis, President and CEO of Valley First Credit Unionkdavis@valleyfirstcu.orgwww.valleyfirstcu.orgLinkedIn | Facebook
“Lead with principles first and then get out of people's way.” - Brian Schools Thank you for tuning in to episode 88 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.My guest on today's episode is Brian Schools. Brian is the President and CEO of Chartway Federal Credit Union and is someone I have been looking forward to having on the show. We talked about Chartway’s foundation and how it is one with the credit union and the importance of giving back to the communities they serve. We spoke a lot about the culture and building a team that represents the credit union's values and mission and the work that had to be done over the years to get to where they are able to execute on that during these interesting times.Listen in as Brian speaks about the "We Promise Foundation" what it does and who it helps. He also discusses how they have built their culture over the last five years and how that has helped them during this pandemic. Brian believes that the way members are interacting with credit unions now will be the norm going forward, and talks about what credit unions need to do to stay relevant with all the disruption in the financial services sector.Brian discusses why he took the position as CEO at Chartway and how the inspiration has changed over the years. He always could make hard decisions, but now he knows how to make them better, and he debunks some myths about being a good leader.During the rapid-fire questions portion of the show, we learn that Brian wanted to be a pilot in the Air Force when he grew up, enjoying the ride has become more important to him as he's gotten older and his dad is the first person who comes to mind when he hears the word success. Be well and be kind are the words that Brian leaves us with, and I’ll add be safe. Enjoy!Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Brian:Brian Schools, President/CEO of Chartway FCUbtschools@chartway.comwww.chartway.comLinkedIn | Twitter | Facebook 
“It’s about growing and learning, and taking every opportunity that you’re afforded.” - Christina O’BrienThank you for tuning in to episode 87 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Over the last few months, credit unions have had to adapt to new ways of interacting with their members. On this week’s episode, I’m talking with Christina O’Brien, President and CEO of Robins Financial Credit Union in Georgia, about how her team has “weathered the storm” and why the pandemic has changed the way members will interact with credit unions in the future. Christina is having a great first year as President and CEO, despite having to deal with a global pandemic. Listen as she shares how she got her start in credit unions, how she’s grown as a leader during the pandemic, and what she believes credit unions need to change to stay relevant in the financial services industry. She also shares her thoughts on why credit unions can’t be afraid to change how they do business.In the leadership and life hacks' portion of the show, Christina and I talk about her leadership style, how it has changed over the years, and what her process is for making difficult decisions. We discuss a common myth about leadership, mistakes young leaders make, and building a good team. We also learn that when Christina has a day off, she likes to unplug with her family in a boat in the middle of a lake or work on one of her many DIY home-improvement projects.Through the rapid-fire questions, we learn that Christina wanted to be an attorney when she grew up, and that Dr. Seuss’ Oh, the Places You’ll Go! is her go-to book to give to anyone graduating high school or college. We also learn that she never seems to sing the right words to songs. Christina's final thoughts are to go for it and never turn down an opportunity given to you. This conversation was a ton of fun. Enjoy! Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Joanne:Christina O’Brien, President and CEO of Robins Financial Credit Unionwww.robinsfcu.orgFacebook | Instagram | LinkedIn
“Save people money, increase their buying power, and enhance their lives.” - Ken CahoonThank you for tuning in to episode 86 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.With more and more members opting to forgo the traditional branch experience, credit unions must be strategic in their efforts to provide great member service going forward. To learn more about how credit unions are tackling this complex issue and more, I’m sitting down with Ken Cahoon, President and CEO of Democracy Federal Credit Union in Alexandria, Virginia. Ken and I talk about many of the changes Ken has seen in credit unions and what he thinks we all need to do to stay relevant in this disruptive time, both from a member service and employee standpoint.While relatively new to the CEO position, Ken and I talk about the struggles of leading through a crisis and what he believes is the best way to keep everyone calm and focused. Ken shares some of the work he and his team are doing to overcome many of the challenges their members are facing. We also discuss the need for credit union’s to think more holistically about their members from a financial counselor’s perspective. Ken and I also discuss how he got to the CEO chair and what he has learned from each step along the way. He talks about why he took the position at Democracy Federal Credit Union, the phrase his team hears him say all the time, and some of the mistakes he's made along the way. He also shares an important life lesson that he learned from his father that has stuck with him to this day.In the rapid-fire section of the show, we find out that Ken was an NFL player for a day, that he wanted to be a lawyer when he grew up, and that his dad is the first person who comes to mind when he hears the word success. Ken has a passion for his credit union and it really comes through during this conversation. Enjoy! Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Ken:Ken Cahoon, President and CEO of Democracy Federal Credit Union kcahoon@democracyfcu.orgwww.democracyfcu.orgFacebook | Twitter | LinkedIn | Instagram
“Education is really the most powerful thing behind change.” - Joanne ToddThank you for tuning in to episode 85 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Credit union leaders can learn a lot about navigating difficulty from the amazing work being done at the international level for our movement. On this week’s episode, I’m sitting down with Joanne Todd, President and CEO of the Northeast Family Federal Credit Union in Connecticut, to learn more about the importance of development work and how it has benefitted her credit union and the community they serve.During the episode, Joanne tells us about her time working with credit unions and nonprofits in Trinidad and Tobago, Uzbekistan, Kenya, and more. We also talk about how those experiences helped to inform the work she and her team are doing to ensure their small credit union survives and thrives in this new “normal”. We also learn about the work her credit union is doing to deepen their outreach efforts to underserved communities. Joanne and I also talk about how she got her start in credit unions at a very young age. Joanne shares what inspired her to take the position at Northeast Family Federal Credit Union, how she learned to make hard decisions, and why it’s important to have the courage to change the things that need to be changed. We also learn that Joanne loves to travel and go to flea markets when she has a day off and wants to recharge.In the rapid-fire section of the show, we find out that Joanne wanted to be an engineer before she began her career with credit unions. She shares that she got into memorable trouble in high school by skipping school with her then boyfriend, now husband. She also shares that her mother and grandmother are the two people she thinks of when she hears the word success. I thoroughly enjoyed this conversation with Joanne! Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Joanne:Joanne Todd, President and CEO of Northeast Family Credit Unionjoanne@nefamily.coopwww.nefamily.coopFacebook | Twitter | LinkedIn 
“We’ve got to collaborate as an industry to be able to innovate.” - Chuck PurvisThank you for tuning in to episode 84 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation's premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.The credit union industry is headed into an exciting period of innovation and digital transformation. As such, I’m chatting with Chuck Purvis, President and CEO of Coastal Credit Union in North Carolina, on this week’s episode about what credit unions can and should do to stay relevant, grow, and prosper in the coming years. Chuck and I also talk about the challenges he and his team at Coastal have had to overcome these last few months. During the episode, Chuck and I discuss shifts in member service and the long-term implications, as well as the need for credit unions to collaborate as an industry on new and innovative digital platforms. Chuck also shares what he feels needs to change to keep credit unions relevant from now on and how he’s grown as a leader through this crisis. In the leadership and life hacks portion of the show, Chuck and I talk about some of the leadership lessons he’s picked up along the way, as well as what he’s learned from a few of the setbacks. We discuss his path to Coastal, what it took to build a phenomenal executive team, and how the inspiration has changed over the years. He shares that “Git ‘er done” is his favorite saying, that leaders aren’t always the smartest people in the room, and that when he has a day off he loves to be at his lake house or on the water relaxing. We finish up with the rapid-fire questions and find out that Chuck wanted to be an architect when he was young. He also loves any song by Rascal Flatts. He also shares that spending quality time with his family at the lake house has become more important, while things, stuff, and trips have become less. Chuck shares some very insightful final thoughts that you don't want to miss! Enjoy! Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Chuck:Chuck Purvis, President and CEO of Coastal Credit Unioncpurvis@coastal24.comwww.coastal24.comFacebook | LinkedIn | Twitter | Instagram
“When you see a problem, you need to find a solution.” - Brian BranchThank you for tuning in to episode 83 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by our friends at PSCU. As the nation’s premier payments CUSO, PSCU proudly supports the success of more than 1,500 credit unions.Across the globe, credit unions have stepped up to serve their members and communities throughout this pandemic. On this week’s show, I’m talking with Brian Branch, President and CEO of the World Council of Credit Unions or WOCCU, about the leadership role credit unions have to make changes both in the U.S. and around the world going forward. Brian and I also discuss some of the success stories he’s seeing on the global stage. During the episode, Brian and I also discuss some of the struggles we’ll all likely feel from a global recession. He shares how his team is adapting to further engage with the global credit union community and keep conversations going. Brian also shares his thoughts on why US credit unions must be active in the global credit union community, and why he believes our current crisis is an opportunity for credit unions to build loyalty and grow their membership. In the leadership and life hacks portion of the show, we learn about Brian’s 30-year tenure with WOCCU and how the inspiration has changed with time on the job. He tells us about developing the ability to make difficult decisions, how mentors have helped shape his career, and what people can do to get involved with WOCCU. Brian also shares a big win from early in his career with WOCCU when he helped change the credit union model in Latin America.We learn in the rapid-fire section that Brian wanted to be a paleontologist when he grew up. We also find out that a trip to Mexico in high school inspired Brian’s love of traveling. Brain shares that he loves riding his bike or walking when he has a day off and that his favorite album of all time is Sticky Fingers by The Rolling Stones. If you have ever wondered about the global credit union community, this is an episode you don’t want to miss.Find the full show notes on cuinsight.comSubscribe on: Apple Podcasts, Spotify, Google Play, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Brian:Brian Branch, President and CEO of WOCCUbbranch@woccu.orgwww.woccu.orgFacebook | LinkedIn | Twitter | Instagram | YouTube
loading
Comments 
Download from Google Play
Download from App Store