Grow Your Credit Union

Credit 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 key to credit union growth is to start operating like a FinTech. PLUS: We talk about how you can identify and create better offerings for your most valuable members. We get tips on how to create commercials that go beyond boring and deliver a memorable message. Huge thanks to our sponsor, InvestiFi. InvestiFi is the only InvestTech solution built to allow for trading to and from deposit accounts, enabling Credit Unions to retain more assets and attract new members. Help your members navigate the complexities of financial markets with ease from within their current online banking experience with InvestiFi.

Credit unions continue to chase outdated goals, aiming to be the primary financial institution for their members despite changing market dynamics.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 instead. PLUS: We talk about how to start your journey towards alignment through culture AND we talk about some unconventional methods to achieve growth.

Charter 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 to a leadership role within a new credit union that caters to a dramatically different field of membership. And you'll learn about the optimal work environments for credit unions—whether remote, in-office, or hybrid.

Are 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 safeguard sensitive data from AI Connect with Us Follow us on LinkedIn Visit our site Sign up for our newsletter Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.

The 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 back to your employees. We talk about why "can't" isn't a viable excuse for any credit union. Connect with Us Follow us on LinkedIn Visit our site Sign up for our newsletter Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.

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 shake off. Connect with Us Follow us on LinkedIn Visit our site Sign up for our newsletter Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.

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 truly grasp how money moves through their digital networks. Discovering actions credit unions can take to reduce fraud. Continue your learning journey by pressing play. Resources CU Fight Fraud Dashboard Credit Unions and DeFi: A Financial Renaissance Connect with Us Follow us on LinkedIn Visit our site Sign up for our newsletter Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.

Strong 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 the mission of your credit union affects employee retention. The fun all starts when you press play. Connect with Us Follow us on LinkedIn Visit our site Sign up for our newsletter Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.

Innovation 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. A BIG THANKS TO OUR SPONSOR, CREDIT UNIONS FIRST Connect with Us Follow us on LinkedIn Visit our site Sign up for our newsletter Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.

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 with confidence and peace of mind. A HUGE thanks to our sponsor, Silvur. Silvur is the retirement engagement solution for Americans 50+. Leading credit unions use Silvur to retain direct deposit relationships lost at retirement (up to 80%) and reach 98% of members not served by wealth management. Support your 50+ members, reduce asset flight, and capture the $70T retirement wallet.Visit Silvur.com to learn more. Connect with Us Follow us on LinkedIn Visit our site Sign up for our newsletter Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? If so, contact us at [email protected]. Work with a FinTech or vendor? We'd love to have you on by becoming a sponsor.

When 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 how her credit union is adapting to these expectations and more. This episodes topics: Strategies for retaining and acquiring new members Approaches to reduce Call Center turnover rates Traits that hinder leadership effectiveness Methods to mitigate cyber-attacks The real fun starts whenever you press play. Alternatively, you can read the full transcript below. Resources: Call Center Attrition Rate – Is It Now the Most Important KPI? Nearly a Quarter of Consumers Are Likely to Switch Banks in the Coming Year... The five leadership saboteurs Data Breaches Are More Expensive … And The Costs Are Growing The real fun starts whenever you press play. Alternatively, you can read the full transcript on our site. A HUGE thanks to our sponsor, Silvur. Silvur is the retirement engagement solution for Americans 50+. Leading credit unions use Silvur to retain direct deposit relationships lost at retirement (up to 80%) and reach 98% of members not served by wealth management. Support your 50+ members, reduce asset flight, and capture the $70T retirement wallet.Visit Silvur.com to learn more. Connect with Us Follow us on LinkedIn Visit our site Signup for our newsletter Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? If so, contact us at [email protected]. Work with a FinTech or vendor? We'd love to have you on by becoming a sponsor.

Credit 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 Credit Union marketing pain points (Note: We've got eight) Improving employee experience and reducing turnover Resources: Delinquency rates at highest level in almost 30 years Why Headwinds from Deteriorating Auto Loans Will Whip Credit Unions in 2024 Credit Unions' Share of Auto Loans Slips Five Bank and Credit Union Marketing Pain Points to Address in 2024 The real fun starts whenever you press play. Alternatively, you can read the full transcript on our site. A HUGE thanks to our sponsor, Silvur. Silvur is the retirement engagement solution for Americans 50+. Leading credit unions use Silvur to retain direct deposit relationships lost at retirement (up to 80%) and reach 98% of members not served by wealth management. Support your 50+ members, reduce asset flight, and capture the $70T retirement wallet.Visit Silvur.com to learn more. Connect with Us Follow us on LinkedIn Visit our site Signup for our newsletter Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? If so, contact us at [email protected]. Work with a FinTech or vendor? We'd love to have you on by becoming a sponsor.

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 transcript on our site . Follow us on LinkedIn Visit our site Signup for our newsletter Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? If so, contact us at [email protected]. Work with a FinTech or vendor? We'd love to have you on by becoming a sponsor.

Today 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 sponsor? LinkedIn Contact Us Host: Joshua Barclay Co-Host: Becky Reed Guest: Doug Duong

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 Later market: How credit unions can respond Banks and Credit Unions Must Break the Chains of Vendor Contracts Rediscovering the value in financial education programs Follow Us: Our Site Signup for our Newsletter Interested in becoming a sponsor? LinkedIn Contact Us Host: Joshua Barclay Co-Host: Becky Reed Guest: Scott Prior