The Insider Forum

Conversations with leading credit union executives about career development, industry practices, and secrets for success.

Breaking Barriers: Fresh Strategies for Credit Union Success with Cornerstone Advisors 12/10/2024

Breaking Barriers: Fresh Strategies for Credit Union Success with Cornerstone Advisors Join Stacey Bryant, Director of Business Development at Cornerstone Advisors, as she tackles the challenges and opportunities shaping today’s credit unions. From succession planning and leveraging data to reaching underserved communities, this episode explores key strategies for staying true to credit union values while adapting to new generations and driving sustainable growth. Tune in for actionable insights and fresh perspectives to help your credit union thrive in a rapidly evolving financial landscape. /episode/index/show/theinsiderforum/id/34370415

Leading with Purpose: Credit Unions and Community Giving with NetGiver 12/09/2024

Leading with Purpose: Credit Unions and Community Giving with NetGiver Eric Berg, Co-Founder and President of NetGiver, shares valuable insights on how credit unions can harness cause marketing to strengthen community ties and amplify their impact. Discover the innovative NetGiver platform, which empowers credit unions to sponsor donations, enhancing member loyalty while supporting local nonprofits. The discussion dives into generational giving trends, leveraging data to uphold tax-exempt status, and the collaborative power within the credit union ecosystem. Don’t miss this opportunity to gain actionable strategies and inspiration for advancing the credit union mission. /episode/index/show/theinsiderforum/id/34350955

Bridging the Talent Gap: Credit Union Strategies with Robert Half 12/05/2024

Bridging the Talent Gap: Credit Union Strategies with Robert Half Sean Thornton, Managing VP at Robert Half, delves into the key challenges facing credit unions today. In this episode, you'll explore the talent shortages caused by retirements, the crucial role of succession planning, and effective strategies to attract and retain specialized professionals in roles like CFOs and risk management. Tune in to discover how flexibility, agility, and innovative hiring practices can provide credit unions with a competitive edge in today’s market. /episode/index/show/theinsiderforum/id/34303335

Empowering Credit Unions for Strategic Growth with Capstone Strategic 12/04/2024

Empowering Credit Unions for Strategic Growth with Capstone Strategic John Deering from Capstone Strategic explores the transformative power of credit union service organizations (CUSOs) in helping credit unions deepen member engagement, diversify income streams, and achieve strategic growth. This episode features insights on prioritization, risk-taking, and practical tools like adjacency mapping to guide long-term success. Learn how CUSOs empower credit unions to cut out the middleman, own their solutions, and turn challenges into opportunities. /episode/index/show/theinsiderforum/id/34284770

Revolutionizing Estate Planning with Gentreo 12/03/2024

Revolutionizing Estate Planning with Gentreo Renee Fry, CEO, and Julie Fry, CMO of Gentreo, discuss how their innovative platform is making estate planning affordable, accessible, and tech-savvy. From digital vaults to lifelong solutions, Gentreo supports individuals and families through life’s big moments while empowering credit unions to offer valuable tools that protect what matters most. Discover how this dynamic duo is revolutionizing a traditionally old-school process and why APEX is the perfect stage for innovation and collaboration. /episode/index/show/theinsiderforum/id/34271315

Building Success: Designing and Branding Financial Institutions the NES Group 01/08/2024

Building Success: Designing and Branding Financial Institutions the NES Group Gregg Rosen, President of the NES Group, joins the Insider Forum to discuss how NES works with financial institutions on their building and branding. Rosen prides himself and the NES Group on listening to credit unions' pain points and guiding them towards successful strategic plans. Through these processes, NES Group is committed to thinking differently, adapting to changes, and providing unique solutions tailored to each credit union's identity and goals. /episode/index/show/theinsiderforum/id/29385683

Capstone Strategic: Crafting a Tactical Path to Success with External Growth 01/08/2024

Capstone Strategic: Crafting a Tactical Path to Success with External Growth John Deering of Capstone Strategic joins the Insider Forum to discuss their focus on helping credit unions with strategic planning and external growth initiatives. Capstone specializes in growth and planning areas, such as mergers, partnerships, and fintech collaborations. Dearing emphasizes the importance of having a structured approach and highlights a recent project where Capstone assisted a credit union in expanding its non-interest income through CUSOs. /episode/index/show/theinsiderforum/id/29385668

Navigant CU: Reflections on a Year of Transformation and Leadership 12/13/2023

Navigant CU: Reflections on a Year of Transformation and Leadership Kathy Orovitz of Navigant Credit Union, joins the Insider Forum to reflect on her one-year anniversary of being CEO. Orvitz discusses her journey from an 18 year old teller to CEO, and emphasizes the balance between planned transformations and adapting to economic challenges. The conversation touches on Orvitz's experience as a female CEO, community engagement, and Navigant's future vision. /episode/index/show/theinsiderforum/id/29059358

Brian Hughes, CEO of Holy Rosary Credit Union, Named Forbes #1 Credit Union in NH 11/13/2023

Brian Hughes, CEO of Holy Rosary Credit Union, Named Forbes #1 Credit Union in NH /episode/index/show/theinsiderforum/id/28616968

CULCT Hispanic Outreach Part 2 10/28/2023

CULCT Hispanic Outreach Part 2 Vanessa Kuduk, VP of Lending at Members Credit Union, joins the Insider Forum to discuss her immigrant journey and Members Credit Union’s mission to serve Hispanic and immigrant populations in Connecticut. Kuduk highlights the commitment to breaking barriers, ensuring financial access, and celebrates MCU purchasing its first building after 85 years of renting! /episode/index/show/theinsiderforum/id/28447490

CULCT Hispanic Outreach Part 1 10/28/2023

CULCT Hispanic Outreach Part 1 James Higgins, President and CEO of Skyline Financial Credit Union in Connecticut, joins the Insider Forum to highlight Skyline Financial Federal Credit Union’s focus on grassroots community outreach, innovation, as well as a deep commitment to inclusivity. Higgins also notes the credit union’s recent infrastructure upgrades, education series launch, and the other successful membership impact initiatives. /episode/index/show/theinsiderforum/id/28447454

Glide and Janusea: Streamlining CU Account Opening 10/28/2023

Glide and Janusea: Streamlining CU Account Opening Gautman Ajjarapu, Co-founder and CEO of Glide, and Kyle Stutzman, Co-founder and CEO of Janusea, join the Insider forum to discusses their new collaboration. Glide focuses on creating a frictionless account opening platform for credit unions, aiming to streamline the process and attract younger members. Janusea complements Glide by simplifying integrations with core systems, eliminating barriers, and enabling credit unions to innovate seamlessly. /episode/index/show/theinsiderforum/id/28447439

Bryce Jackson, COO MemberClose, APEX 2023 Co-sponsor 10/28/2023

Bryce Jackson, COO MemberClose, APEX 2023 Co-sponsor Bryce Jackson, MemberClose COO, joins the Insider Forum after launching the new Mortgage Academy educational program at APEX 2023. Jackson highlights the comprehensive 8-module curriculum that aims to enhance expertise in real estate lending, covering topics such as consumer rights, credit reports, and debt-to-income ratios. Hear how the Mortgage Academy provides an affordable and flexible educational opportunity, empowering credit unions to expand their mortgage services and retain top talent. /episode/index/show/theinsiderforum/id/28447406

ViClarity: The Significance of Staying Informed 07/24/2023

ViClarity: The Significance of Staying Informed Kyle Kubiak, Business Development Manager of Viclarity, joins the Insider Forum to highlight the significance of staying informed and compliant in a dynamic regulatory landscape. Kubiak outlines the array of services ViClarity offers CCUA member credit unions, and emphasizes the importance of compliance, regulatory information, and education. /episode/index/show/theinsiderforum/id/27555156

Posh: Using Chatbots to Effectively Communicate 07/24/2023

Posh: Using Chatbots to Effectively Communicate Nick Leonard, Senior Vice President of Posh, joins the Insider Forum to emphasize Posh's focus on language-based artificial intelligence chatbots for effective communication with credit union members. Leonard highlights the accessibility and affordability of Posh's AI services for smaller credit unions, providing examples of successful implementation with Somerville Federal Credit Union. /episode/index/show/theinsiderforum/id/27555048

National Credit Center: Reduce Costs and Save Money 07/24/2023

National Credit Center: Reduce Costs and Save Money Kyle Wayland, Director of Sales at National Credit Center, joins the Insider Forum to share that NCC helps credit unions reduce costs associated with pulling credit reports by leveraging their partnership with all three credit bureaus. Wayland emphasizes that the goal is to save credit unions money, allowing allocation of those savings to member-driven initiatives. /episode/index/show/theinsiderforum/id/27554940

HERstory Podcast | Jill Skinner and Martina Schubert 07/24/2023

HERstory Podcast | Jill Skinner and Martina Schubert Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. /episode/index/show/theinsiderforum/id/27554718

HERStory Podcast | Visa, Emily Leach and Taylor Ellison 07/24/2023

HERStory Podcast | Visa, Emily Leach and Taylor Ellison Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. /episode/index/show/theinsiderforum/id/27554628

HERStory Podcast | AACUC & GPO FCU, Latonya Allen 07/24/2023

HERStory Podcast | AACUC & GPO FCU, Latonya Allen Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. /episode/index/show/theinsiderforum/id/27554163

HERStory Podcast | Filene, Holly Fearing 07/24/2023

HERStory Podcast | Filene, Holly Fearing Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. /episode/index/show/theinsiderforum/id/27553791

Herstory Podcast | Angela Prestill 07/24/2023

Herstory Podcast | Angela Prestill Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement. /episode/index/show/theinsiderforum/id/27553659

HERStory Podcast | Frost Financial Services, Carol Middaugh 06/04/2023

HERStory Podcast | Frost Financial Services, Carol Middaugh Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement. /episode/index/show/theinsiderforum/id/27037740

HERStory Podcast | LoanStreet, Bonnie Doolin 06/04/2023

HERStory Podcast | LoanStreet, Bonnie Doolin Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement. /episode/index/show/theinsiderforum/id/27037710

HERStory Podcast | Lois Kitsch 06/04/2023

HERStory Podcast | Lois Kitsch Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement. /episode/index/show/theinsiderforum/id/27037689

HERStory Podcast | Lonestar Credit Union, Becky Reed 06/04/2023

HERStory Podcast | Lonestar Credit Union, Becky Reed Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement. /episode/index/show/theinsiderforum/id/27037647

HERStory | Open Lending, Shirley McFarlane 06/04/2023

HERStory | Open Lending, Shirley McFarlane Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the exhibit has an online presence that shares stories through virtual visits. We encourage everyone to consider nominating a CU Woman from the past, the present, or someone whose work today is contributing to the future of the movement. /episode/index/show/theinsiderforum/id/27037587

Milind Borkar, CEO, Illuma 05/08/2023

Milind Borkar, CEO, Illuma /episode/index/show/theinsiderforum/id/26777163

Jacob Bouer, Director of Sales and Partnerships, Array 05/03/2023

Jacob Bouer, Director of Sales and Partnerships, Array /episode/index/show/theinsiderforum/id/26733471

Kyle Stutzman, CEO Janusea 04/24/2023

Kyle Stutzman, CEO Janusea /episode/index/show/theinsiderforum/id/26634255

What Is MemberClose? 03/15/2023

What Is MemberClose? /episode/index/show/theinsiderforum/id/26242821

The Insider Forum

TOPICS