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“We spend our time educating credit unions about using SERPs to attract and retain the talent they need to remain competitive.” - Bernie Winne
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 Bernie Winne, Regional VP of Modern Capital Executive Solutions. Bernie shares candidly about his entry into credit unions, and the decades-long career that followed, spanning various roles including CEO of the Boston Firefighters Credit Union. Modern Capital works with credit unions to provide cost-effective benefits plans designed to attract and retain talented leaders.During our conversation, Bernie discusses the core functions of Modern Capital, and how their investments can provide credit unions with better returns when used for executive compensation, charitable donations, and employee benefits. Bernie talks about the strategic importance of Supplemental Executive Retirement Plans (SERPs) as a critical tool for attracting and retaining top executive talent. He explains how Modern Capital tailors its approach to meet credit unions where they are, whether they're already adept in their investment strategies or just beginning to explore them.
As we wrap up the episode, Bernie talks about a great leader he learned from, the one experience he loved spending money on each year, and his favorite city to visit. Enjoy my conversation with Bernie Winne!
Find the full show notes on cuinsight.com.
Connect with Bernie:
Bernie Winne, Regional VP of Modern Capital Executive Solutions
moderncap.com
Bernie: LinkedIn
Modern Capital Executive Solutions: LinkedIn | Facebook -
“Our goal is to help credit unions advance in their digital technology journey.” - Wes Zauner
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 Wes Zauner, VP of Product at MeridianLink. Wes shares his career journey that led him to his current role. Together, we discuss the evolving landscape of credit unions and the pressing need for digital progression. With solutions to grow deposits, enhance lending, streamline collections, and deliver data-driven personalized experiences, the MeridianLink team is helping credit unions operationalize digital transformation.
During our conversation, Wes and I discuss how credit unions can modernize their systems and embrace solutions that truly enhance the member experience. He believes digital transformation should be viewed as an ongoing journey and shares why MeridianLink views it as digital progression. Wes explains the concept of a digital blueprint, focusing on five key areas: process automation, member experience, share of wallet growth, data centricity, and instant decisioning. MeridianLink supports credit unions in identifying their goals and creating a digital blueprint for ongoing digital progression and growth.
As we wrap up the episode, Wes shares a leader who made a great impact in his life, a city he enjoys traveling to that is full of history, and how routines allow him to balance work life and his personal life. Enjoy my conversation with Wes Zauner
Find the full show notes on cuinsight.com.
Connect with Wes:
Wes Zauner, VP of Product at MeridianLink
meridianlink.com
Wes: LinkedIn
MeridianLink: LinkedIn | Instagram | Facebook | X -
Saknas det avsnitt?
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“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:
Chuck Long, General Manager at Zogo
[email protected]
zogo.com
Chuck: LinkedIn
Zogo: LinkedIn | Instagram | Facebook -
“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:
Mark Bugalski, Executive VP and Chief Growth Officer at Allied Solutions
alliedsolutions.net
Mark: LinkedIn
Allied Solutions: LinkedIn | Instagram | Facebook | X -
“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:
Jason Stverak, Chief Advocacy Officer at Defense Credit Union Council
dcuc.org
Jason: LinkedIn
DCUC: LinkedIn | Facebook | YouTube -
“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:
Pixie Gray, VP of Organizational Development at CUES
[email protected]
cues.org
Pixie: LinkedIn
CUES: LinkedIn | Instagram | Facebook | X -
“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:
Barb Lowman, President at CUNA Strategic Services
[email protected]
cunastrategicservices.com
Barb: LinkedIn
CSS: LinkedIn -
“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:
Libby Calderone, President & COO at Envisant
www.envisant.com
Libby: LinkedIn
Envisant: LinkedIn | Facebook | X
Connect with Tom:
Tom Kane, President & CEO of Illinois Credit Union League
www.icul.com
Tom: LinkedIn
Illinois Credit Union League: LinkedIn | Facebook | Instagram | X -
“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.
Connect with Jim:
Jim Holt, Chief Development Officer at Student Choice
creditunions.studentchoice.org
Jim: LinkedIn
Student Choice: LinkedIn | Instagram | Facebook | X -
“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:
Lorrie Wohlfeil, COO and Consultant at Lending Solutions Consulting, Inc.
rexcuadvice.com
Lorrie: LinkedIn
Lending Solutions Consulting, Inc: LinkedIn | Instagram | Facebook | X -
“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:
Bill Partin, Founder & CEO (Chief Encouragement Officer) at The Leadership Bet
[email protected]
theleadershipbet.com
Bill: LinkedIn
The Leadership Bet: LinkedIn -
“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:
Barbara Mojica, Executive Director at NLCUP
[email protected]
nlcup.org
Barbara: LinkedIn
NLCUP: LinkedIn | Facebook | Instagram -
“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:
Kurt Klassen, Executive Vice President at LEVEL5
[email protected]
level5.com
Kurt: LinkedIn
LEVEL5: LinkedIn | Youtube -
“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:
Robbie Young, VP of Strategic Growth at CUInsight
[email protected]
cuinsight.com
Robbie: LinkedIn
CUInsight: LinkedIn | Instagram | Facebook | Youtube | X -
“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:
Bo McDonald, Founder, President, and CEO at Your Marketing Co.
[email protected]
yourmarketing.co
Bo: LinkedIn | X
Your Marketing Co.: LinkedIn | Instagram | Facebook | X
Podcast: Accidental Leadership -
“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:
Katie Stone CEO & Co-owner at PixelSpoke
[email protected]
pixelspoke.coop
Katie: LinkedIn
PixelSpoke: LinkedIn | Instagram | Facebook | XConnect with Dave:
Dave Drouin President & Co-owner at Pixel Spoke
[email protected]
pixelspoke.coop
Dave: LinkedIn -
“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:
Deedee Myers, CEO at DDJ Myers
[email protected]
ddjmyers.com
Deedee: LinkedIn
DDJ Myers: LinkedIn | Twitter -
“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:
Philip Paul, CEO & Founder at Cotribute
[email protected]
cotribute.com
Philip: LinkedIn
Cotribute: LinkedIn | Facebook | Twitter -
“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:
Randy Stolp, President at Synergent
[email protected]
synergentcorp.com
Randy: LinkedIn
Synergent: LinkedIn | YouTube | Facebook | Twitter -
“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:
Emily Leach, VP of Community Accounts for the Mid-Atlantic Region at Visa
[email protected]
usa.visa.com
Emily: LinkedIn
Visa: LinkedIn | Instagram | Facebook | Twitter - Visa fler
