Excerpts from Webcast: How Your Credit Union Can Thrive in 2021
Release Date: 11/24/2020
Meet the Luminaries: Brian Bichler, CUSO Financial
CUTimes Perspectives podcast
What service enabled credit union financial advisors to realize a 71% surge in new clients per month and an impressive 23% higher profit margin? It was CUSO Financial Services TeamAssist, and those numbers earned it a place among the 2023 Credit Union Times Luminary finalists for Product Innovation. In this episode of the Meet the Luminaries podcast series, Brian Bichler, Co-Head of Financial Institution Channel for CUSO Financial Services, looks at what being named a Luminaries finalist means for the Atria Wealth Solutions company. You’ll also hear: Which challenges CUSO Financial had...
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Meet the Luminaries: Kevin Filan, Open Lending
CUTimes Perspectives podcast
With the increasing challenges of vehichle affordability, those in underserved credit segments find themselves without access to financing, and thus better job and education prospects. Open Lending’s mission has been to expand automobile access for near-prime borrowers, and through their market-leading AI and machine learning Lenders Protection platform fueled with the most comprehensive data in the industry they empower lenders to meet yield targets while also serving the near-prime segment. It also got them a Credit Union Times Luminaries nomination for Product Innovation. In this episode...
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Meet the Luminaries: Dan Stoltz, SPIRE Credit Union
CUTimes Perspectives podcast
A returning member to the Credit Union Times luminaries class, Dan Stoltz, president and CEO of Minnesota-based SPIRE Credit Union was once again recognized for his executive excellence. The reasons are pretty clear: steering the credit union from the brink during the Great Recession, he now leads one of the fastest-growing credit unions in the nation, doubling its assets from 2009 to 2017. In this latest episode of the Meet the Luminaries podcast series, hear from Stoltz what was behind this turnaround. You’ll also hear: How they overcame a $12 million loss from the Great...
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Meet the Luminary: USF Federal Credit Union’s Richard Skaggs
CUTimes Perspectives podcast
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Credit Union Success in Challenging Times: The Danger Behind the Credit Card Competition Act
CUTimes Perspectives podcast
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Payment Trends & Future Outlook With Truliant FCU
CUTimes Perspectives podcast
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Credit Union Success in Challenging Times: Small Business Lending Strategies With Allegacy FCU
CUTimes Perspectives podcast
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PremierOne's Innovative Employee Program
CUTimes Perspectives podcast
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Jovia on Setting Up a Successful DEI Program
CUTimes Perspectives podcast
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Doral Makes In-Roads to Underbanked
CUTimes Perspectives podcast
info_outlineHighlights from the October 22 webcast “How Your Credit Union Can Thrive in 2021,” sponsored by Information Builders (ibi). This educational event featured a presentation from Kirk Kordeleski, current Executive Benefits Consultant at OM Financial Group and formerly President/CEO Bethpage Federal Credit Union, with contributions from Jon M. Deutsch | Global VP Financial Services Solution and CU Practice Head | Information Builders (ibi).
The full on-demand presentation can be found at https://www.cutimes.com/2020/09/25/how-your-credit-union-can-thrive-in-2021/
Kirk Kordeleski | Past Bethpage FCU President/CEO and Executive Benefits Consultant | OM Financial Group
Before joining OM as executive benefits consultant, Kirk served as President and Chief Executive Officer of Bethpage Federal Credit Union, the largest community credit union in the Northeast, for 15 years. During his tenure, Bethpage was awarded the largest federal charter in the country and doubled its size every five years, growing from $950M to $6B.
Among his achievements as CEO, Kordeleski helped create large-scale collaborations in both technology and back room operations, the first such collaborations in the industry. Prior to taking the CEO position at Bethpage, he was the credit union’s EVP for seven years. Before joining Bethpage, Kirk served as a Director on the Executive Team of Bank Fund Staff FCU for seven years.
Kirk has started up 2 consulting firms, acted as senior managing partner at an industry leading professional services firm, was instrumental in starting up a blockchain ID CUSO and founded a marketplace lending Fintech. The consulting firms specialized in credit union strategy, digital transformation, CUSOs and data analytics.
Kirk has also held numerous community leadership positions, including Chairman of Long Island’s top business association, Friends of the Arts, and a board position on the United Way, to name just a few. In his spare time, he enjoys music and collects art.
Jon M. Deutsch | Global VP Financial Services Solution and CU Practice Head | Information Builders (ibi)
Jon M. Deutsch is Vice-President, Head of Financial Services, at ibi, providing industry-leading enterprise data and analytics for Credit Unions. Working with many of the world’s marquee financial institutions to map strategic business objectives to innovative financial technology, Jon has started-up and led several innovative technology organizations, products and services in Financial Services, and led multiple technology consortia uniting vendors and technology professionals to deliver commercial interoperability standards.