Shows
Grow Your Credit UnionWe Don't Measure Our Members By Dollars Read the shownotes and full transcript on our site: growyourcreditunion.com Want to learn more about PFP Services? Credit unions face steep member acquisition costs while losing 15% of their membership annually. But the institutions treating acquisition costs as the primary metric are missing what actually drives member loyalty, referable experiences, and long-term value that can't be calculated on spreadsheets. In this episode of Grow Your Credit Union, host Joshua Barclay welcomes Ray Ragan, CIO at Securityplus Federal Credit Union, as guest co-host, along with Kathy Day Shelton, SVP and Chief Operating Officer at MECU Credit...
2025-12-0224 minGrow Your Credit UnionDon't Ask Me! Ask the Robots!Read the shownotes and full transcript on our site: growyourcreditunion.com Want to learn more about SBS CyberSecurity? Watch this video or visit SBSCyber.com 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 Joshua Barclay welcomes Raymond George, CIO of Clearview Federal Credit Union, as guest co-host, along with sponsored guest Chad Knutson, CEO of SBS Cybersecurity, to explore: Real AI us...
2025-11-1832 minGrow Your Credit UnionCulture Bridges The Pay GapRead the shownotes and full transcript on our site: growyourcreditunion.com Want to learn more about SBS CyberSecurity? Watch this video or visit SBSCyber.com 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, hos...
2025-11-1232 minGrow Your Credit UnionThe Retirement Plan That Requires A MergerRead the full shownotes and transcript on our site: growyourcreditunion.com Want to learn more about SBS CyberSecurity and TRAC? Watch this video or visit SBSCyber.com 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 Jo...
2025-11-0432 minGrow Your Credit UnionYou Can't Save Yourself To A ProfitRead the full shownotes and transcript on our site: growyourcreditunion.com In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome John Wilkening, EVP and Chief Banking Officer at Tech Credit Union, 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.
2025-10-2123 minGrow Your Credit UnionGreat Executives Are The Exception, Not The RuleCredit unions promote people into executive roles based on tenure and technical skills, then wonder why leadership feels like amateur hour when the stakes keep getting higher. The industry that prides itself on developing people has somehow forgotten that managing databases doesn't prepare you to manage board dynamics, and knowing compliance doesn't teach you to read the room. In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Jason Tilley, CIO at First Advantage Federal Credit Union, to explore what separates truly effective executives from those who struggle to deliver results, why cre...
2025-10-0720 minGrow Your Credit UnionThe Board Recruitment Crisis Nobody Wants to AdmitHead over to growyourcreditunion.com to see all of our episodes and full transcripts. 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? In this episode, hosts Joshua Barclay and Becky Reed welcome Stacie Sloan, COO at Johns Hopkins Federal Credit Union, to explore the impossible choice between digital perfection and community roots, why board recruitment feels like amateur hour compared to executive hiring, and how the...
2025-09-2328 minGrow Your Credit UnionYour Members Are Broke Because You Won't Sell Them AnythingCredit unions pride themselves on member service, yet they systematically withhold information about products that could save members thousands annually. In this episode, hosts Joshua Barclay and Becky Reed welcome Anand Solanki, CFO and head of product management at Citadel Credit Union, to explore why the shift from service to sales culture starts with purpose, how Silicon Valley product thinking can transform credit union innovation, and what really drives merger decisions when there's no financial windfall waiting. Key Topics Sales isn't a dirty word when members are leaving money on the table Credit unions...
2025-09-0933 minGrow Your Credit UnionWin at Digital Without Losing the Human TouchYour apps are better, your processes smoother, your metrics stronger. But as members go increasingly digital, are you accidentally engineering yourself out of their lives? In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Tim Schmitt, Chief Experience Officer at PFP Services, to explore why the biggest member experience mistake might be hiding in plain sight, how protection products can become trust-builders instead of payment-killers, and what's actually driving credit union growth. A huge thanks to our sponsor, PFP Services. Credit Unions know that engagement is k...
2025-08-1920 minGrow Your Credit UnionWhen Boring Is The Bold MoveRead the full show notes and full transcript on growyourcreditunion.com 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 biggest threats. Listen now t...
2025-08-0531 minGrow Your Credit UnionThe Sprint Beats the StackNote: At the time of recording, Pam Cohen held the position of Chief Administrative Officer at Affinity Federal Credit Union. She has since transitioned to the role of Chief Operating Officer. All links and a full transcript can be found on growyourcreditunion.com. 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. In this episode of Grow Your Credit Union, host...
2025-07-2124 minGrow Your Credit UnionYou Don't Need to Shout. The NCUA is Actually ListeningSome credit union leaders still treat the NCUA like an adversary—or an oracle. But the truth is, regulators are paying attention, especially when the feedback is thoughtful, specific, and backed by real solutions. In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed are joined by guest Elizabeth Eurgubian, former Director of External Affairs and Policy Advisor to the chair of the NCUA, to talk about what the agency's recent leadership shakeups really mean, how to be heard in the rule-making process, and why this is the right moment to reshape the...
2025-07-0320 minGrow Your Credit UnionWhen "I Can't" Becomes Industry PolicySome credit union leaders are building small business programs, investing in community growth, and doing the hard work. Others are still hiding behind "we can't"—and it might be costing the industry its future. In this episode of Grow Your Credit Union, host Joshua Barclay is joined by co-host Becky Reed and guest John Holt, CEO of Nutmeg State Financial Credit Union, to talk about the controversy around CEO golden parachutes, the untapped opportunity in small business lending, and whether chasing CDFI grants is really worth it. A huge thanks to our sponsor, PFP Services....
2025-06-1634 minGrow Your Credit UnionThe Regulation That Time ForgotCheck out the post for this episode of Grow Your Credit Union. In this episode of Grow Your Credit Union, host Joshua Barclay is joined by co-host James McBride, CEO, Connects Federal Credit Union and guest Michael Powers, CEO of Garden Savings Federal Credit Union. Together, they discuss the following: Which regulations do the most harm, How to make financial advice stick digitally, and How to spot a merger that strengthens - not swallows - a credit union. Thanks to our sponsor for this episode, PFP Services Credit Unions know that engagement is ke...
2025-06-0231 minGrow Your Credit UnionMember Loyalty Starts Next to the SugarCredit unions talk about being community-focused. But what if real connection meant showing up in the moments that matter, like when someone's buying groceries? In this episode of Grow Your Credit Union, host Joshua Barclay is joined by co-host Becky Reed and guest Jennifer Borowy, President and CEO of Michigan First Credit Union to talk about how mentorship can accelerate leadership, what lessons credit unions can borrow from banks, and whether in-store branches really drive growth. Also, we talked with Bradley Hickey, Manager of Application Development at American Airlines Federal Credit Union, to hear why...
2025-05-1930 minGrow Your Credit UnionCan Mobile Branches Fight Back Against Predatory Lending?Too often, payday lenders are easier to find than a credit union. What if we flipped that script and brought financial services straight to the communities being exploited? In this episode of Grow Your Credit Union, host Joshua Barclay is joined by co-host Becky Reed and guest Michael Crowl, President and CEO of University Federal Credit Union to talk about: How UFCU is beating industry trends with explosive membership growth. How mobile branches are combatting predatory lenders. What new legislation could mean for small business lending. Listen now to stay ahead of what's shaping the...
2025-05-0525 minGrow Your Credit UnionNCUA Shakeup Renews Focus on CUSO Collaboration (LIVE at NACUSO Reimagine 2025)Live from NACUSO Reimagine in Las Vegas, this episode tackles one of the most disruptive weeks in credit union oversight, offering a real-time gut check on leadership, advocacy, and opportunity in a time of uncertainty. In this episode of Grow Your Credit Union, host Joshua Barclay is joined by co-host Becky Reed and guest Dan Daggett, Chief Strategy Officer at Credit Unions First, to talk about the unexpected NCUA terminations, what deregulation could unlock, and how to make smarter tech investments through CUSO collaboration. Listen now to stay ahead of what's shaping the movement.
2025-04-2131 minGrow Your Credit UnionWant to Scale Fast? Start with the Right PartnerIn a time when speed matters and trust is everything, the right partnership can be the difference between steady growth and a breakout year. In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed and guest Mike Valentine, President and CEO of Baxter Credit Union, to talk about the power of partnerships, why branch expansion still matters, and how vendors can break through the noise to connect with credit union leaders. Listen now to stay ahead of what's shaping the movement.
2025-04-0726 minGrow Your Credit UnionFrom Risk-Averse to Consumer-FirstCredit unions have long been risk-averse by design, but today's environment is pushing the industry to think less about what's safe and more about what's best for the member. That shift, from compliance-first to consumer-centric, is reshaping everything from governance to payments to technology strategy. In this episode of Grow Your Credit Union, host Joshua Barclay is joined by guest co-host Stacy Armijo, Chief Experience Officer at Amplify Credit Union, and returning guest James McBride, CEO of Connects Federal Credit Union, as they talk about: Board engagement and what strong governance really looks like Real-time payments...
2025-03-2428 minGrow Your Credit UnionWould Losing Tax-Exempt Status Really Destroy Credit Unions?With policymakers revisiting the debate over credit unions' tax exemption, what's at stake for the industry? And if the exemption were to disappear, would it really be as damaging as some fear? In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Michael Goad, President and CEO of Dow Credit Union, to discuss why credit unions are buying banks, the impacts of credit unions losing their nonprofit status, and whether or not we should be optimistic for the rest of 2025.
2025-03-1726 minGrow Your Credit UnionRevenue Isn't Our Mission, but It's Evidence We're Doing It RightRevenue isn't the goal. It's the proof that a credit union is delivering real value to its members. But in a rapidly changing landscape, how do credit unions continue to raise the bar on member experience while staying true to their mission? In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Stacy Armijo, Chief Experience Officer at Amplify Credit Union, to discuss how credit unions can keep raising the bar on member experience, whether AI is distracting from their biggest advantage, and why some companies are pulling back on DEI...
2025-03-0328 minGrow Your Credit UnionYour Calls Aren't Landing, Selling Shouldn't Feel Sleazy, and Your Metrics Might Be MisguidedIn 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 y...
2025-02-2426 minGrow Your Credit UnionBridging Generations, Driving Innovation, and Mastering KPIs (Live in Detroit)What happens when you mix tech innovation, multigenerational teams, and key performance metrics? You get a conversation credit union leaders can't afford to miss. Recorded Live at the FUEL Future Summit 2025 in Detroit, Michigan, host Joshua Barclay and guest co-host Elizabeth Osborne, COO, Great Lakes Credit Union welcome special guest Shawn Premer, Chief Human Resources Officer at Consumers Credit Union to break down what it really takes to drive change, lead diverse teams, and make sense of all those KPIs. Whether you're trying to sell big ideas, manage workplace dynamics, or just sound smarter in s...
2025-02-1829 minGrow Your Credit UnionThe Struggles of Digital Literacy, When the Well Runs Low, & Are We Always Better Together?In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Bill Snider, Chief Strategy & Innovation Officer at Clearview Federal Credit Union, to discuss three timely topics shaping the future of credit unions. The Struggles of Digital Literacy Are tech-savvy team members getting harder to find? Despite living in a high-tech era, Bill believes digital literacy remains an essential focus when hiring and upskilling. As Becky points out, even younger employees accustomed to mobile apps can lack basic PC skills, forcing credit unions to strike a balance between training, buy vs...
2025-01-2730 min
Grow Your Credit UnionFive Brand Killers, Gen Z Gaps, and Rebranding for Real GrowthAre Credit Unions Missing the Mark on Branding? In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Bethany Dutcher, VP of Marketing at Members First Credit Union, to explore three critical topics that could shape the way your credit union presents itself to the world. Five Brand Killers Discover why a lack of ownership, consistency, storytelling, real differentiation, and niches can undermine your credit union's identity. Learn how focusing on emotional connections—and repeating your story more often than you think—keeps your brand top of mind. Winn...
2025-01-0729 min
Grow Your Credit UnionBuilding Trust Before You Call, Big Ears for Better Solutions, & Choosing Your Channels WiselyAre Credit Unions Undervaluing Outreach? In this episode of Grow Your Credit Union, host Joshua Barclay and guest co-host James McBride, CEO of CONNECTS Federal Credit Union, welcome David Sussman, CEO of PFP Services, to explore strategies for more meaningful member engagement and sustainable growth. Together, they tackle three key areas: Build Trust Before You Call: Discover how a thoughtful, trust-building approach to outbound marketing can turn what's often seen as an intrusive tactic into a powerful engine for connecting with members on their terms. Big Ears for Better Solutions: Learn how shifting from product pitches to truly...
2024-12-1635 min
Grow Your Credit UnionThe Three Lies of AI, Rate Cuts, and Big Changes Through Baby StepsAI promises big changes, but are credit unions buying into misconceptions that could hold them back? In this episode of Grow Your Credit Union, host Joshua Barclay and guest co-host Elizabeth Osborne, COO, Great Lakes Credit Union are joined by April Clobes, President and CEO, MSU Federal Credit Union to tackle three timely topics: The Three Lies of AI: Common misconceptions about AI in the credit union space and uncover actionable use cases that balance human intelligence with artificial efficiency. Rate Cuts and Member Strategy: Discover how credit unions can leverage rate cuts with innovative deposit products, streamlined...
2024-12-0928 min
Grow Your Credit UnionDeclining Auto Loans, The Quest for Deposits, and The Silent Killer of Small Credit UnionsIs the Auto Loan Market Breaking Credit Unions? With auto loan portfolios declining at record rates, credit unions are facing tough questions about their reliance on this market. Rising interest rates, changing consumer behaviors, and the younger generation's shift away from car ownership are reshaping strategies. From HELOCs to small business loans, discover how credit unions are adapting to fill the gaps. The Quest for Deposits: Cannabis, Cross-Selling, or Something New? Attracting deposits is becoming a steep climb as credit unions grapple with cost-of-funds challenges and rising competition. Unconventional strategies, including cannabis banking, cross-selling, and...
2024-12-0230 min
Grow Your Credit UnionReturn-to-Office Strategies, Major Credit Union Mergers, and Revamping Employee OnboardingAre credit unions ready to leave remote work behind? Corporate CEOs are making bold moves, with 80% planning full-time office returns in the next three years. For credit unions, the decision isn't just about where employees work—it's about maintaining culture, collaboration, and member service. But as leaders wrestle with workforce strategies, bigger shifts are looming. A planned merger between First Technology Federal Credit Union and Digital Federal Credit Union would create the sixth-largest credit union in the U.S. While this promises growth, critics argue it could erode competition and push smaller credit unions closer to extinction....
2024-11-1831 min
Grow Your Credit UnionCore Dissatisfaction, Back-out Plans & Choosing Cybersecurity VendorsIn this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome on guest Matthew Fehrmann, CIO of Kohler Credit Union to talk about these three topics. Core System Challenges: Addressing prevalent dissatisfaction with core systems in the credit union section by exploring the considerations between opting for a complete core conversion versus optimizing existing systems to better meet organizational needs. FinTech Partnerships Back-out Plan: The importance of having a robust contingency plan when collaborating with FinTech companies. Such plans are vital to ensure operational continuity and mitigate risks associated with potential partnership failures. Cybersecurity...
2024-11-0436 min
Grow Your Credit UnionSmall Businesses, Big Opportunities: How SMB Lending Secures the Future for Credit UnionsIn this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Mina Worthington, President and CEO of Solarity Credit Union, to explore the future path for credit unions. They discuss the potential of embracing small business community banking, the importance of reinforcing the cooperative difference, and how credit unions can remain relevant and successful in a rapidly changing financial landscape. Plus, we discuss how credit unions can balance fee eliminations while staying financially sustainable and examine how reimagining the in-branch experience is driving innovation across the industry.
2024-10-2131 min
Grow Your Credit UnionBringing Vendors Together to Drive Credit Union SuccessWith credit unions managing an average of 182 vendors per week, ensuring alignment between all partners can be a daunting task. But what if getting all your vendors in the same room could unlock new opportunities for strategic growth? In this episode of Grow Your Credit Union, Joshua Barclay and guest co-host Mike McWethy, EVP of Texans Credit Union welcome on Tansley Stearns, President and CEO of Community Financial Credit Union to talk about the value of getting all vendors into one room to align on strategy. Plus: Are credit union boards equipped to meet...
2024-10-0732 min
Grow Your Credit UnionGeneralists vs. Specialists: Building the Ideal Team for GrowthAre you facing the challenge of building the right team to drive your credit union forward? Many leaders grapple with whether to hire specialists with deep expertise or passionate generalists who bring versatility. In an industry that's rapidly evolving, how do you assemble a team that's both agile and aligned with your vision? In this episode of Grow Your Credit Union, Joshua Barclay and guest co-host James McBride, president and CEO, CONNECTS Federal Credit Union welcome on sponsored guest Kian Sarreshteh, co-founder and CEO of InvestiFI to talk about strategies for building the ideal team for growth...
2024-09-2336 min
Grow Your Credit UnionBuilding a Data-Driven Credit Union: Are You Asking the Right Questions?You want your credit union to be data-driven, but are you asking the right questions to get there? Many credit union leaders have access to endless amounts of data but struggle to translate that into real business impact. Dashboards look great, but how do you use them to move the needle on what truly matters? In this episode of Grow Your Credit Union, Joshua Barclay and Becky Reed welcome on sponsored guest Ben Stangland, President of Strum Platform to dive deep into the real questions your credit union should be asking to make your data work for y...
2024-09-1641 min
Grow Your Credit UnionThe True Costs of Forced-Place CPIWith growing scrutiny on financial institutions, forced-place collateral protection insurance (CPI) has become a significant pain point for both members and credit unions. Hidden costs from CPI can lead to inflated loan payments, causing financial strain on members and, in extreme cases, vehicle repossessions. So, how can credit unions protect their members from these pitfalls while maintaining the necessary insurance protections? In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome on Dan Daggett, Chief Strategy Officer at Credit Unions First, to unpack the real cost of forced-place CPI. They dive into...
2024-09-0928 min
Grow Your Credit UnionHow to Beat Rising Costs with an Efficiency-Driven CultureWith operational costs rising—up nearly 6% over the past year—credit unions face the ongoing challenge of maintaining the efficiency needed to stay competitive. How can your credit union effectively transform increasing operational expenses into opportunities for improvement through team empowerment and technology adoption? In this episode of Grow Your Credit Union, Joshua Barclay and Becky Reed welcome on guest David Tuyo, President and CEO of University Credit Union to talk about innovative strategies to tackle rising operational costs in credit unions. PLUS How can credit union leaders cultivate a sales-focused culture that aligns with t...
2024-09-0333 min
Grow Your Credit UnionHow To Make Mistakes MatterA significant gap exists between executives' perception of how much they trust their employees and how trusted employees actually feel. We can bridge this gap by fostering a trust-based environment which involves encouraging mistakes as learning opportunities and ensuring clear communication and follow-through on employee contributions. Could this forward-thinking approach also lead to growth? In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome on Brian Lee, President and CEO of Landings Credit Union to talk about trust in leadership and "making mistakes matter." Plus: We explore why pursuing growth a...
2024-08-2629 min
Grow Your Credit UnionStop Thinking Like a Credit Union and Start Taking RisksCredit unions often remain stuck in traditional ways of thinking, slowing down their ability to innovate and keep up with modern financial expectations. They need to break away from old habits and start thinking like modern, agile organizations to better serve their members in today's fast-paced financial landscape. Are we ready to stop thinking like credit unions and shift into a different mindset entirely? In this episode of Grow Your Credit Union, host Joshua Barclay and guest co-host Mike McWethy, EVP, Texans Credit Union talk with Nolan Waltman, EVP/COO, First Service Credit Union about why the k...
2024-08-1229 min
Grow Your Credit UnionThe Era of Being a Member's Primary Financial Institution is OverCredit unions continue to chase outdated goals, aiming to be the primary financial institution for their members despite changing market dynamics. Is the quest to be a primary financial institution still relevant in today's diverse financial services market? How can Credit Unions adapt rather than trying to be everything to everyone? In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome on Greg Gallant, President/CEO, WeStreet Credit Union to chat about why pursuing the status of primary financial institution may no longer be viable and what credit unions should focus on...
2024-07-2929 min
Grow Your Credit UnionOvercoming NCUA Charter Change RejectionsCharter changes can be a game-changer for credit unions, opening new avenues for growth and member engagement. However, navigating the process isn't always straightforward. When the NCUA rejects your submission, it can feel like a significant setback. So, what steps can you take to effectively respond and turn the situation around? In this episode of 'Grow Your Credit Union,' hosts Joshua Barkley and Becky Reed welcome on Jennifer Audette, CEO of POLAM Federal Credit Union to talk about effectively fighting back when NCUA rejects your charter change. Plus, you'll receive valuable tips on transitioning...
2024-07-1627 min
Grow Your Credit UnionHow to Maximize Your Time at Credit Union EventsAre Credit Union events a waste of time, money, and effort? We don't believe so, provided that you have a strategy in place to maximize your networking and learning opportunities. Just how much value can you unlock with the right approach? In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome John Salgado, EVP/CIO, DuGood Federal Credit Union to discuss how to get the biggest bang for your buck when attending events. PLUS! We discuss how to identify and nurture future leaders We give tips on how to safeg...
2024-07-0128 min
Grow Your Credit UnionIt's Time To Prune Ineffective Leadership From Our Credit UnionsThe failure of Credit Unions is not a sudden occurrence, but rather a gradual process that starts from the top down. Why aren't leaders who are ineffective or complacent held unaccountable for their poor performance? It's time we serve our members better by removing those obstacles to credit union growth. In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome James McBride, CEO of Connects Federal Credit Union to discuss ineffective leadership. PLUS! We go beyond the buzzword "employee experience" by giving specifics on what you can do to give...
2024-06-1730 min
Grow Your Credit UnionWhy Are There So Few Women Leaders In Larger Credit Unions?For credit unions with assets under $100 million, women hold 53% of CEO positions. Yet, as we look at larger credit unions, with assets over $100 million, this percentage drops to just 23%. What is the driving force behind this phenomenon, and what can we do to level the playing field? In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Linda White, Executive Director, CUWLA to discuss this very issue. PLUS: We talk about shifting our resources from frontline to back-of-the-house staff AND those sticky issues that we, as an industry, just can't sha...
2024-06-0327 min
Grow Your Credit UnionThis Is My Identity. There Are Many Like It, But This One Is Mine.Verifying the identity of your members in digital transactions can be challenging. Fraudsters are becoming increasingly sophisticated and persistent in their methods. What does it take to effectively safeguard your credit union and members from fraud? In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Hailey Windham, former Financial Crimes Program Manager at Safe Federal Credit Union to talk about: What drives the massive increase in fraud that credit unions are experiencing. Resources credit unions should invest in to meet the growing demand for real-time payments. Understand whether credit unions...
2024-05-1925 min
Grow Your Credit UnionMission-Driven Credit Unions Attract Dedicated EmployeesStrong employee retention is a hallmark of a thriving company culture. Fostering transparency, collaboration, and a sense of community can keep staff loyalty strong for decades. How can leaders replicate this success in their own organizations by building more than just a workplace, but a community? In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Marji Hughes, EVP/COO, Christian Community Credit Union to talk about: Growing young talent in an age of job hopping. The impact of broadening your membership base The perception and impact of leadership development How...
2024-05-0526 min
Grow Your Credit UnionEarn Trust With a Spreadsheet of Your FlawsInnovation often comes with some disagreement. It's crucial to have employees who can voice alternative, and potentially better, ideas. But how can you best show your team vulnerability and instill in them the confidence to express dissent? In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Mike McWethy, Executive Vice President, Texans Credit Union to talk about: Creating a healthy culture of debate The criticality of onboarding tech talent Opinions on a credit union hit-piece Remaining human in an automation-driven world The fun starts when you press play.
2024-04-2131 min
Grow Your Credit UnionHow Can Credit Unions Modernize Retirement Planning?If you are looking for members with high deposit value and aren't rate sensitive when borrowing, then you should be prioritizing your retiring members. That's the message that our sponsored guest Rhian Horgan, President and CEO, Silvur, wants you to hear. In this episode, we discuss why retirees are often underserved and provide a contemporary blueprint for helping your members retire with peace of mind. This episode, hosted by Joshua Barclay and Becky Reed, is a guide on transforming the financial futures of retirees, ensuring a community where every member can look forward to their golden years w...
2024-04-0731 min
Grow Your Credit UnionYou'll Forget All About Convenience With Products You Don't WantWhen it comes to attracting new members, it is crucial to understand that the process's speed and ease often hold a higher appeal than the actual products and services being offered. Potential members are looking for financial institutions that can provide them with smooth, hassle-free experiences. They want to be onboarded quickly and without any unnecessary complications, outweighing the value they see in your products and services. In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome on Elizabeth Osborne the Chief Operations Officer of Great Lakes Credit Union to talk about...
2024-03-2428 min
Grow Your Credit UnionPlaying It Safe Is a Risk That We're Willing to TakeCredit Unions exist to serve members in ways that go far beyond what banks can offer. That's the message we should be getting out to the public. But, is that the message the board wants to hear? In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome on Kelly Botti, the President and CEO of TruMark Financial Credit Union. Here are the topics for this episode: Strategies for helping your members see your Credit Union as a financial partner Measures for mitigating the risks of rising auto loan defaults Cr...
2024-03-1030 min
Grow Your Credit UnionWhy Pay for Therapy When Your Tellers Provide It for Free?Members really only want to go to your branch when they have an issue. Is your frontline equipped enough to handle the challenge? In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed, bring on Darlene Hilton, the VP of Lending at Lone Star Credit Union to share her wisdom across a variety of topics including: Personal north star metrics The real reason members come to the branch Enhancing frontline capabilities The real fun starts whenever you press play. Alternatively, you can read the full tra...
2024-02-2726 min
Grow Your Credit UnionChallenges in Credit Union Boardrooms & CEO Succession PlanningToday our guest is Doug Duong, Board Chairman of Pasadena Federal Credit Union. The main discussions include the impact of the changing economy on credit unions, the significance, selection, and efficiency of board directors, the importance of succession planning among CEOs, and the responsibility of credit unions in promoting financial literacy among its members. List of Resources Where Investors Are Finding Returns in a World of Yield More than 60% of Americans are living paycheck to paycheck. Follow Us: Our Site Signup for our Newsletter Interested in becoming a s...
2024-02-0417 min
Grow Your Credit UnionWhen are Credit Unions Responsible for Financial Literacy?In this Grow Your Credit Union episode, hosts Joshua Barkley and Becky Reed chat with Scott Prior, CEO of Connection Credit Union. They tackle the future of checking accounts, the effects of "buy now, pay later" on lending, and the crucial role of financial literacy in credit union growth. Prior shares insights on digital strategies for small budgets and the importance of financial education. List of Resources The Banking Crisis of 2023 is Over — Time to Get Back to the Crisis of the '20s The rising trend of the Buy Now, Pay...
2024-02-0420 min
Irish & Celtic Music PodcastCeltic Favorites from the Banks of Loch LomondStephen Bernhardt is another Patron of the Podcast who shared his top 20 songs featured on the show with awesome Celtic music from Tania Opland, Sligo Rags, The Wee Heavies, Celtic Stone, SeaStar, Serious Kitchen, Oona McOuat, George Murphy, Young Dubliners, New Shilling, Martyn Wylde, Emerald Rose, Willie McCullouch, Ockham's Razor, Susan Hamlin, Brobdingnagian Bards, Nick Hennessey, Jed Marum, Arthur Hinds, Sora. Listen and download 34 Celtic MP3s for Free! http://celticmusicpodcast.com Subscribe to the Celtic Music Magazine. This is our free newsletter and your guide to the latest Celtic music and podcast news. Remember to support...
2017-09-211h 30
ConnectedA Briefcase Full of KbaseThis week, Stephen, Myke and Federico talk about Paris, Apple’s busted Health App, the death (and rebirth) of the Camera Roll and Twitter apps.
This episode of Connected is sponsored by:
TextExpander Touch for iOS, from Smile
Links and Show Notes: Support Connected with a Relay FM Membership Stephen's Time Lapse of Connected Ep. 7 Connected on Twitter: "Pretty normal show. http://t.co/NTs5EKZGLS" Kyle Seth Gray on Twitter: "@imyke even though the status bar doesn't move, when you enable reachability on the home screen, yo...
2014-10-021h 32