Your Calls Aren’t Landing, Selling Shouldn't Feel Sleazy, and Your Metrics Might Be Misguided
Release Date: 02/24/2025
Don't Ask Me! Ask the Robots!
Grow Your Credit Union
Read the shownotes and full transcript on our site: Want to learn more about SBS CyberSecurity? or visit The credit unions succeeding with AI didn't wait for comprehensive vendor solutions or regulatory clarity. They started asking one question: what can employees do with AI today? In this episode of Grow Your Credit Union, host welcomes , CIO of , as guest co-host, along with sponsored guest , CEO of , to explore: Real AI use cases beyond the hype Why vendor management is such a struggle How AI can help you prepare for NCUA exams Why the chief AI officer might...
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Culture Bridges The Pay Gap
Grow Your Credit Union
Read the shownotes and full transcript on our site: Want to learn more about SBS CyberSecurity? or visit The top 10 credit unions pay their employees $25,000 more annually than the rest of the industry, but smaller credit unions aren't losing talent wars when they compete on what money can't buy. Culture, flexibility, and growth opportunities close compensation gaps that seem insurmountable on paper, and the credit unions understanding this difference are winning employees who could make more elsewhere. In this episode of Grow Your Credit Union, host and...
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The Retirement Plan That Requires A Merger
Grow Your Credit Union
Read the full shownotes and transcript on our site: Want to learn more about SBS CyberSecurity and TRAC? or visit Credit unions often wait until CEOs announce retirement to figure out compensation packages, creating situations where merger deals become the path to executive payouts instead of succession planning. The industry that preaches long-term thinking for members sometimes forgets to apply that same logic to leadership transitions, and the consequences show up in merger statistics and talent gaps. In this episode of Grow Your Credit Union, host and co-host ...
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You Can't Save Yourself To A Profit
Grow Your Credit Union
Read the full shownotes and transcript on our site: In this episode of Grow Your Credit Union, host and co-host welcome , EVP and Chief Banking Officer at , to explore why small credit unions are choosing extinction over growth, what the Great Recession taught leaders about managing both sides of the balance sheet, and how removing pressure from employees creates better results than adding quotas.
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Great Executives Are The Exception, Not The Rule
Grow Your Credit Union
Credit unions often promote people into executive roles based on tenure and technical skills, then find themselves puzzled when leadership doesn't quite match the rising stakes. The industry that prides itself on developing people has sometimes overlooked that managing databases doesn't fully prepare you to manage board dynamics, and knowing compliance doesn't automatically teach you to read the room.
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The Board Recruitment Crisis Nobody Wants to Admit
Grow Your Credit Union
How does your board member selection process compare to your hiring procedures for other positions? Many credit unions have detailed vetting for staff roles that includes background checks and multiple interviews. Could similar rigor benefit board recruitment?
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Your Members Are Broke Because You Won't Sell Them Anything
Grow Your Credit Union
Credit unions pride themselves on member service, yet they systematically withhold information about products that could save members thousands annually.
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Win at Digital Without Losing the Human Touch
Grow Your Credit Union
Your apps are better, your processes smoother, your metrics stronger. But as members go increasingly digital, are you accidentally engineering yourself out of their lives?
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When Boring Is The Bold Move
Grow Your Credit Union
When conditions get unpredictable, staying boring can be the boldest move if it’s part of a broader strategy. In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed are joined by Kevin Dougherty, COO at Addition Financial Credit Union, to break down how his team is adapting, from strengthening cyber resilience to scaling visibility with the next generation, while challenging the industry’s reliance on the status quo and pushing for smarter, faster responses to today’s bi
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The Sprint Beats the Stack
Grow Your Credit Union
Some credit unions are waiting years to fix broken tech stacks. Others are launching AI tools in a weekend and proving that speed isn’t just about technology, it’s a leadership imperative that affects how credit unions serve, grow, and stay relevant.
info_outlineIn this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Jim Ahrens, Chief Value Officer at PFP Services, to dive deeper into the challenges and strategies behind effective outbound marketing. Picking up from Episode 27, we talk about where outreach efforts still fall short, how credit unions can shift toward a true service-driven culture, and which metrics actually measure outbound success.
A huge thanks to our sponsor for this episode, PFP Services.
Credit Unions know that engagement is key to success. PFP Services brings expertise, resources, and passion to help you build strong connections with your members. Our goal is to grow your credit union together, forming lasting bonds every step of the way. Partnering with us means a mutually beneficial relationship with absolutely no cost! Visit familysecurityplan.com/credit-unions/ to learn more.