Shows
Grow 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...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 LiteracyAre 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 KillersDiscover 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 tr...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 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 leadersWe give tips on how to safeguard sensi...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 bac...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 baseThe perception and impact of leadership developmentHow the mission...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 debateThe criticality of onboarding tech talentOpinions on a credit union hit-pieceRemaining human in an automation-driven worldThe fun starts when you press play.A BIG TH...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 partnerMeasures for mitigating the risks of rising auto loan defaultsCredit Unio...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 metricsThe real reason members come to the branchEnhancing frontline capabilities The real fun starts whenever you press play. Alternatively, you can read the full transcript on our...2024-02-2726 min