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The CUInsight Experience

Business & Economics Podcasts

The CUInsight Experience podcast is hosted by Randy Smith, co-founder of CUInsight.com. In each episode I have wide ranging conversations about credit unions, leadership lessons learned over a career, and life with leaders from the credit union community (and beyond). My goal is to take a deep dive with the people who make our movement great and find the gems we can all learn from.

Location:

United States

Description:

The CUInsight Experience podcast is hosted by Randy Smith, co-founder of CUInsight.com. In each episode I have wide ranging conversations about credit unions, leadership lessons learned over a career, and life with leaders from the credit union community (and beyond). My goal is to take a deep dive with the people who make our movement great and find the gems we can all learn from.

Twitter:

@CUinsight

Language:

English

Contact:

8645905511


Episodes
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John Hope Bryant - Financial Dignity (#189)

7/5/2024
“It takes five percent of people to make a difference.” - John Hope Bryant Thank you for tuning in to episode 189 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today’s show is John Hope Bryant; Founder, Chairman, & CEO of Operation HOPE. He acted as the Vice Chairman of the President’s Advisory Council on Financial Literacy and he’s the author of a best-selling book Financial Literacy for All. John shares life experiences that drove him to a career in promoting financial literacy. Operation HOPE is the largest financial literacy coaching organization in America. During our conversation, John talks about the importance of financial literacy and ways to improve financial dignity in our communities and nationwide. He shares ways credit union leaders can become better equipped to empower employees and educate members in becoming financially healthy. Operation HOPE strives to find new and innovative ways to promote financial literacy for all and advance economic opportunity by providing people with the tools needed to reach their goals. Listen as John talks about making financial literacy a non-negotiable priority. As we wrap up the episode, John talks about remembering the best advice he’s received, listening to Quincy Jones, and loving the work he does. Enjoy my conversation with John Hope Bryant! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find John: John Hope Bryant; Founder, Chairman, & CEO of Operation HOPE jhbhope@operationhope.org operationhope.org John: LinkedIn Operation HOPE: LinkedIn | Instagram | Facebook | X

Duration:00:47:35

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Tobi Weingart - Transformative Learning (#188)

6/21/2024
“Our opportunity is to figure out how to retain and elevate talent within our movement.” - Tobi Weingart Thank you for tuning in to episode 188 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today’s show is Tobi Weingart, Chief Program Officer at the National Credit Union Foundation (NCUF). Tobi shares her career journey in credit unions that began after college. She encourages teams to create an environment that supports talent and provides opportunities to the rising stars of our movement. The National Credit Union Foundation is the charitable arm of the industry working to improve people's financial lives. During our conversation, Tobi talks about nurturing and empowering professional development within teams. She discusses the importance of embracing opportunity to retain and elevate talent within the credit union movement. Tobi mentions numerous programs and workshops that ensure everyone in the organization has access to mission-based training. She shares the lasting impact mentors have had on her career and advises those working towards a leadership role. Listen as Tobi talks about the vast benefits of Credit Union Development Education (DE Program) and what leaders can do to create the best environment for developing talent. As we wrap up the episode, Tobi talks about spending time in nature, listening to nostalgic music, and admiring her grandma. Enjoy my conversation with Tobi Weingart! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Tobi: Tobi Weingart, Chief Program Officer at the National Credit Union Foundation tweingart@ncuf.coop ncuf.coop Tobi: LinkedIn NCUF: LinkedIn | Instagram | Facebook | YouTube | X

Duration:00:44:32

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Lisa Florian - Better Futures (#187)

6/7/2024
“Inspire people to grow and use their potential.” - Lisa Florian Thank you for tuning in to episode 187 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is Lisa Florian, President & CEO at Clearview FCU. Lisa shares her career journey in financial services that led her to where she is today. She strives for a collaborative team culture to support members and one another. The team at Clearview is committed to creating inclusive and thriving communities where financial growth and prosperity are accessible to everyone. During our conversation, Lisa talks about meeting members where they are and expanding financial services where members show interest. She discusses the importance of communication and collaboration as it reflects team culture. Lisa shares the lasting impact mentors have had on her career and advises those working towards a leadership role. Listen as we discuss ways to drive our industry forward by inspiring others to grow, act, and live up to their potential. As we wrap up the show, listen in as Lisa talks about the importance of self-care and work-life integration, nostalgic music from her favorite decades, and books she recommends. Enjoy my conversation with Lisa Florian! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Lisa: Lisa Florian, President & CEO at Clearview FCU lflorian@clearviewfcu.org clearviewfcu.org Lisa: LinkedIn Clearview: LinkedIn | Instagram | Facebook | YouTube | X | Pinterest

Duration:00:38:16

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Tim Anderson - Transform People (#186)

5/24/2024
“A great leader starts with empathy.” - Tim Anderson Thank you for tuning in to episode 186 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is Tim Anderson, President & CEO of United States Senate Federal Credit Union (USSFCU). Tim shares his 40+ year career journey in financial services that led him to where he is today. Tim encourages empathy and builds a people-centric culture where employees feel empowered. Together, the team at USSFCU improves financial wellness by integrating sustainability and security into every financial solution. During our conversation, Tim talks about the power of thoughtful and innovative leadership. He discusses the significance of digital transformation to remain relevant and competitive in today’s environment. Tim values the lasting impact mentors have had on his career and shares ideas on what we can do to raise the leaders of tomorrow. Listen as we discuss the importance of empathy and pouring into our people to drive the credit union movement forward. As we wrap up the show, listen in as Tim talks about his early-career adventures, his recommended read, and his top Michael Jackson album. Enjoy my conversation with Tim Anderson! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Tim: Tim Anderson, President & CEO of United States Senate Federal Credit Union management@ussfcu.org communications@ussfcu.org ussfcu.org Tim: LinkedIn USSFCU: LinkedIn | Instagram | Facebook | YouTube | TikTok | X

Duration:00:38:08

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Tony Hernandez - Multiple Voices (#185)

5/10/2024
“We maintain our sense of purpose in serving our country.” - Tony Hernandez Thank you for tuning in to episode 185 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is Tony Hernandez, President & CEO at Defense Credit Union Council (DCUC). Tony spent 25 years in the United States Air Force before transitioning into the credit union industry. He truly understands the needs of military members and uses his knowledge to support the financial wellness of service members, veterans, and their families. During our conversation, Tony explains how important it is that veterans know and understand the resources available to them. He talks about becoming an alternate voice within the credit union industry that empowers those who serve our country. Tony shares the lasting impact mentors have had on his career and advises those working towards a leadership role. Listen as we discuss the most current guides and programs DCUC has for veterans across the US. As we wrap up the show, listen in as Tony talks about being amazed by the milestones of his daughters, book, and listening to 80s rock. Enjoy my conversation with Tony Hernandez! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Tony: Tony Hernandez, President & CEO at DCUC (Defense Credit Union Council) ahernandez@dcuc.org dcuc.org Tony: LinkedIn DCUC: LinkedIn | Facebook | X

Duration:00:43:37

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Jennifer Borowy - Heart to Serve (#184)

4/26/2024
“We have a special opportunity to make a difference in people’s lives.” - Jennifer Borowy Thank you for tuning in to episode 184 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is Jennifer Borowy, President & CEO of Michigan First Credit Union. Jennifer shares the career journey in financial services that led her to her current role at Michigan First. As they continue to evolve, Jennifer and her team innovate and improve digital solutions to meet members where they are and exceed their needs. During our conversation, Jennifer discusses the importance of collaboration and how to achieve goals as a team and community. She talks about building a team culture that positively impacts lives inside and outside the organization. Jennifer emphasizes the value in listening to members' feedback and requests and taking action to grow together. Listen as we discuss the idea of staying ahead in the industry by working together. As we wrap up the show, listen in as Jennifer talks about visiting Niagara Falls with her family, being intentional with her time at work and home, and a book she recommends to improve member service. Enjoy my conversation with Jennifer Borowy! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Jennifer: Jennifer Borowy, President & CEO of Michigan First Credit Union jborowy@michiganfirst.com michiganfirst.com Jennifer: LinkedIn Michigan First: LinkedIn | Facebook | Instagram | Youtube

Duration:00:44:51

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Hector Martin - Future Vision (#183)

4/12/2024
Always go back to the roots of your ‘why’.” - Hector Martin Thank you for tuning in to episode 183 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity. Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. My guest on today's show is Hector Martin, President & CEO of County Schools FCU in California. Hector shares his career journey in credit unions that began right after high school. He is the founder of the professional development group designed specifically for credit unions, the Emerging Credit Union Leaders Council. Hector works with his team to build connections and improve the lives of members. During our conversation, Hector discusses how to carve out and maintain a long-term vision. He explains how the Emerging Credit Union Leaders Council provides professionals with a wealth of knowledge and connections to further their careers. Hector shares the value of having a mentor, a coach, and a friend as part of his network and the impacts they have had on his career. Listen as we discuss strategies for teams to develop and retain talent in the credit union industry. As we wrap up the show, listen in as Hector talks about being a credit union lifer, his latest book recommendation, and his view on blending life in a way that works for him. Enjoy my conversation with Hector Martin! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Hector: Hector Martin, President & CEO of County Schools FCU hector@csfcu.org csfcu.org Hector: LinkedIn County Schools: LinkedIn | Instagram | Twitter

Duration:00:44:49

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Brent Rempe - Lead with Heart (#182)

3/29/2024
“Listen, learn, and co-create a future together.” - Brent Rempe Thank you for tuning in to episode 182 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent. My guest on today's show is Brent Rempe, President & CEO at First Alliance Credit Union. Brent shares his career journey that led him to credit unions and his current role. He shares the value in discovering your niche and defining your purpose to effectively lead and serve. The team at First Alliance Credit Union continues to foster connections and ignite positive change within their communities. During our conversation, Brent discusses how to pursue a heart-led purpose for your team and members. He shares the lasting impact mentors have had on his career and advises those working towards a leadership role. Brent emphasizes the importance of value alignment and trust in building a culture within the organization. Listen as we discuss strategies to effectively serve and influence communities while staying aligned with the mission. As we wrap up the show, listen in as Brent talks about being amazing by his team, making time for his family life no matter how busy he may be, and recalling advice he got from his mom. Enjoy my conversation with Brent Rempe! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Brent: Brent Rempe, President & CEO at First Alliance Credit Union brempe@firstalliancecu.com firstalliancecu.com Brent: LinkedIn First Alliance: LinkedIn | Instagram | Facebook | Twitter | Youtube

Duration:00:43:50

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Jenny Vipperman - Write Your Story (#181)

3/15/2024
“Always lead with transparency.” - Jenny Vipperman Thank you for tuning in to episode 181 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent. My guest on today's show is Jenny Vipperman, President & CEO at ORNL Federal Credit Union. Jenny shares the career journey that led her to nearly two decades in credit unions. As they continue to evolve, Jenny and her team collaborate with fintechs and create CUSOs to meet and exceed member needs. During our conversation, Jenny discusses the value in collaborating with other credit unions to collectively move the industry forward. We talk about the power of artificial intelligence and how leaders must learn and leverage AI to remain relevant and protect their organizations. Jenny shares the lasting impact mentors have had on her career and advises those working towards a leadership role. Listen as we discuss ways to drive our industry forward through collaboration, innovation, and transparent leadership. As we wrap up the show, listen in as Jenny talks about her son’s amazing talent, her first choice casting for her biopic, and her current book recommendation. Enjoy my conversation with Jenny Vipperman! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Jenny: Jenny Vipperman, President & CEO at ORNL Federal Credit Union jvipperman@ornlfcu.com ornlfcu.com Jenny: LinkedIn ORNL: LinkedIn | Instagram | Facebook | Twitter | Youtube

Duration:00:45:13

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Libby Gill - Hope Theory (#180)

3/1/2024
“The relationships you build in and outside the organization are critically important.” - Libby Gill Thank you for tuning in to episode 180 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent. My guest on today's show is Libby Gill, Leadership Expert, Executive Coach, and Award-Winning Author. Libby Gill guides individuals and organizations to lead through change, challenge, and chaos by deeply engaging employees on a shared, future-focused vision of success. She is also the author of seven books including, The Hope Driven Leader. We are so excited to have Libby as the keynote speaker for the next CUInsight Mini-Con event, register today! During our conversation, Libby discusses Hope Theory, the science of hopefulness as it pertains to building connections and sharing the same vision within an organization. She talks about inspiring all levels of your credit union team with purpose. Listen as we discuss ways to create a purposeful and productive workplace. As we wrap up the show, listen in as Libby talks about memories of jobs from before her career, an inspiring story of someone who turned their life around, and a heartwarming story of her team rallying around a teammate. Enjoy my conversation with Libby Gill! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Libby: libby@libbygill.com libbygill.com Libby: LinkedIn | Instagram | YouTube | Facebook | Twitter

Duration:00:45:20

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Brian Lee - Pivotal Moment (#179)

2/16/2024
“We’re going to have to be flexible to compete.” - Brian Lee Thank you for tuning in to episode 179 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent. My guest on today's show is Brian Lee, President & CEO at Landings Credit Union in Arizona. Brian shares how his time as an examiner influences his problem solving and leadership style. As they continue to grow, Landings Credit Union offers members personalized financial products and services. Under Brian’s leadership, the credit union also earned its Dementia Friendly Business designation. During our conversation, Brian discusses the minor improvements and micro-innovations that lead to big wins for credit union teams. He explains strategies that help teams boost ideas overall and encourage team members to feel a sense of ownership. Listen as we discuss the identity crisis for many credit unions today and the importance of not getting lost in the noise around us. As we wrap up the show, listen in as Brian talks about making smoothies at a popular chain, being amazed by his children, and listening to this particular Pearl Jam album. Enjoy my conversation with Brian Lee! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Brian: Brian Lee, President & CEO at Landings Credit Union blee@landingscu.org landingscu.org Brian: LinkedIn Landings Credit Union: LinkedIn | Instagram | YouTube | Facebook | Twitter

Duration:00:45:01

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Linda Armyn - All in Together (#178)

2/2/2024
“Continue to learn, grow, and collaborate to move our industry forward.” - Linda Armyn Thank you for tuning in to episode 178 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent. My guest on today's show is Linda Armyn, President & CEO of Bethpage FCU. Linda has been a part of the Bethpage family for over two decades, having grown through its ranks to recently becoming the President & CEO. Linda acknowledges the significance of every role in creating a collaborative team. Together, the team at Bethpage offers a full range of products and services to support the financial needs of members. During our conversation, Linda talks about the importance of fostering a collaborative environment that includes all departments and board members. She discusses how credit unions can work together to overcome economic challenges and drive our movement forward. Linda shares the lasting impact mentors have had on her career and advises those working towards a leadership role. Listen as we discuss the power of telling our stories to enhance the future of the industry. As we wrap up the show, listen as Linda shares what music she enjoys, inspiring words from her father, and why she purchased 149 copies of this book and sent it to her team. Enjoy my conversation with Linda Armyn! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Linda: Linda Armyn, President & CEO of Bethpage FCU larmyn@bethpagefcu.com bethpagefcu.com Linda: LinkedIn Bethpage FCU: LinkedIn | Instagram | Facebook | TikTok | YouTube

Duration:00:48:07

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Jill Nowacki - Whole Hearted (#177)

1/19/2024
Make ‘better’ happen.” - Jill Nowacki Thank you for tuning in to episode 177 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent. My guest on today's show is Jill Nowacki, President & CEO of Humanidei. Jill shares how she started her career in credit unions over 20 years ago and the initiative behind starting Humanidei. Credit unions work with Humanidei to integrate their most important asset, their human capital, into organizational growth plans to win the war for talent. Jill is passionate about helping credit unions and their people reach their full potential and looks forward to seeing the momentum built around organizational growth and wellness. During our conversation, Jill discusses being optimistic in the face of the industry’s biggest challenge — establishing continued relevance. She talks about the power of being a financial cooperative and embracing what differentiates us given opportunities and challenges in today’s environment. Jill emphasizes the significance of emotional intelligence at every organizational level when adding individuals to a team. Listen as we discuss taking the initiative to create a better future for credit unions, teams, and members. As we wrap up the show, listen in as Jill shares the last time she was truly amazed, three intentions she has for 2024, and what book she recommends. Enjoy my conversation with Jill Nowacki! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Jill: Jill Nowacki, President & CEO of Humanidei jill@humanidei.com humanidei.com Jill: LinkedIn | Instagram | Twitter | Medium Humanidei: LinkedIn | Instagram | Twitter | Facebook

Duration:00:46:58

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Chuck Fagan - Uniting Forces (#176)

1/5/2024
“We’re going to build with the industry and build it the way you want it.” - Chuck Fagan Thank you for tuning in to episode 176 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent. My guest on today's show is Chuck Fagan, President and CEO of PSCU. PSCU is the nation’s premier payments CUSO offering end-to-end support and integrated fintech solutions to help credit unions deliver personalized, connected experiences. Chuck shares insights on the merger of PSCU and Co-op Solutions. They continue to focus on serving credit unions beyond traditional payment processing and provide new and innovative solutions to drive our movement forward. During our conversation, Chuck talks about credit unions scaling with mergers. He shares the importance of communication and merging the cultures of PSCU and Co-op to strengthen their impact and continue supporting the industry. Listen as we discuss lessons learned from domestic and international cases of evolving within the financial services industry. As we wrap up the show, listen in as Chuck talks about practicing his golf skills, enjoying being a grandfather, and what’s to come in the future. Enjoy my conversation with Chuck Fagan! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Chuck: Chuck Fagan, President and CEO of PSCU cfagan@pscu.com pscu.com Chuck Fagan: LinkedIn PSCU: LinkedIn | Twitter | Instagram | Facebook

Duration:00:46:32

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Dr. Gamaliel Hassan - Strength in People (#175)

12/8/2023
“We can make this world a bit better than how we found it.” - Dr. Gamaliel Hassan Thank you for tuning in to episode 175 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business, the most comprehensive one-stop shop for business purchasing. My guest on today's show is Dr. Gamaliel Hassan, CEO of Stima Sacco in Nairobi, Kenya. Dr. Gamaliel shares his career and education journey that led him to where he is today. Stima Sacco is the second largest SACCO in Africa. Dr. Gamaliel builds teams that directly help communities financially and continue to grow the financial services industry. During our conversation, Dr. Gamaliel talks about different financial business models and the importance of financial education. He dives into the challenges facing SACCOs and credit unions when it comes to fintechs and how we can leverage technology to remain relevant in a digital world. He explains the importance of knowing when to decline ideas, and to focus on ones that can be implemented. Listen as we discuss educating, informing, and training employees and members to ultimately change the world. As we wrap up the show, listen in as Dr. Gamaliel talks about his view of fatherhood, his big dreams, and who he’d like to cast for his biopic. Enjoy my conversation with Dr. Gamaliel Hassan! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Dr. Gamaliel: Dr. Gamaliel Hassan, CEO of Stima Sacco ghassan@STIMA-SACCO.COM stima-sacco.com Dr. Gamaliel: LinkedIn Stima Sacco: LinkedIn | Facebook | Twitter

Duration:00:41:17

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Terrance Williams - Force for Good (#174)

11/24/2023
“Effective leaders help people see beyond what they’re capable of.” - Terrance Williams Thank you for tuning in to episode 174 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business, the most comprehensive one-stop shop for business purchasing. My guest on today's show is Terrance Williams, President & CEO at TruStage. Terrance shares his career journey that led him to his current role at TruStage. TruStage, formerly known as CUNA Mutual Group, is a mutual insurance company that provides insurance, investments, and cutting-edge technology to cooperatives, credit unions, and their members worldwide. As we look to the future, TruStage is focused on evolving to stay ahead and continue meeting the ever-changing needs of members. During our conversation, Terrance shares his experiences of developing professional relationships and resources within the industry. He shares the lasting impact mentors have had on his career and gives advice to those working towards a leadership role. Terrance discusses key points to stay relevant in today’s digital world. Listen as we explore ways to evolve and stay ahead while being united in driving our industry forward. As we wrap up the show, listen in as Terrance shares the best piece of advice he’s heard about authenticity, why fulfillment is part of his view of success, and which actor he’d choose for his biopic. Enjoy my conversation with Terrance Williams! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Terrance: Terrance Williams, President & CEO at TruStage trustage.com Terrance: LinkedIn TruStage: LinkedIn | Facebook | Twitter | Instagram

Duration:00:44:54

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Monica Belz - Cultural Abundance (#173)

11/10/2023
“Credit unions are the most positioned entity across the world to be the drivers of social and economic change.” - Monica Belz Thank you for tuning in to episode 173 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business, the most comprehensive one-stop shop for business purchasing. My guest on today's show is Monica Belz, President & CEO at Kaua’i Federal Credit Union. Monica shares her passion and commitment to humanitarianism, which inspired her involvement with credit unions. The team at Kaua’i Federal Credit Union is rooted in their culture and works to rebuild communities to ensure the wealth and wellness of future generations. Monica believes credit unions are uniquely positioned to positively impact the world. During our conversation, Monica explains how ancestral wisdom and current cultural trends can create and impact change. She shares the value in advocating for local and global communities, interconnecting them, and her experience sharing and receiving, “aloha.” Monica discusses the importance of and insights to driving economic and social change. Listen as we discuss the strategies behind building resilient communities and regenerative economies. As we wrap up the show, listen in as Monica talks about visiting Japan and being amazed by her eldest child, diving deep into doughnut economics, and who her “shero” is . Enjoy my conversation with Monica Belz! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Monica: Monica Belz, President & CEO Kaua’i Federal Credit Union Monica@kauaicreditunion.org kauaicreditunion.org Monica: LinkedIn Kaua’i FCU: LinkedIn | Instagram | Facebook

Duration:00:42:13

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Mike Veny - Pause & Reflect (#172)

10/27/2023
“Workplace mental health has a lot to do with the culture.” - Mike Veny Thank you for tuning in to episode 172 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business, the most comprehensive one-stop shop for business purchasing. My guest on today's show is Mike Veny, who is fiercely committed to empowering employees to discover the gift of emotional wellness so they can accelerate personal and professional growth. Mike dives into different approaches to wellness, such as whole-life integration to find your own version of balance. We are so excited to have Mike as the keynote speaker for the next CUInsight Mini-Con event, so register today! During our conversation, Mike and I talk about mental health in the workplace. Mike covers a range of mental health topics for teams and individuals, as well as resources for individual and workplace growth. He discusses the correlation between DEI and mental health in organizations and ways to promote a healthy culture. Listen as we discuss tools and methods that help us reflect on mental health and how organizations benefit from inclusive mental health awareness. As we wrap up the show, listen in as Mike talks about admiring nature, reflecting on a Deepak Chopra quote, and listening to Stevie Wonder. Enjoy my conversation with Mike Veny! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Mike: Mike Veny, Workplace Mental Health Speaker mike@mikeveny.com mikeveny.com Mike: LinkedIn | Twitter | Facebook | Instagram | YouTube

Duration:00:40:32

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Keith O'Neil - The Choice (#171)

10/13/2023
“Everyone has their niche.” - Keith O'Neil Thank you for tuning in to episode 171 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business, the most comprehensive one-stop shop for business purchasing. My guest on today's show is Keith O'Neil, President & CEO at Johns Hopkins FCU (JHFCU). Keith was introduced to credit unions at a young age through family and became even more involved in college. He empowers his employees and is a mental health advocate, expressing its importance in workplaces. Keith and the JHFCU team continue to focus on their members, their community, and their impact on the credit union industry. During our conversation, Keith and I talk about finding your own path in the credit union industry and building connections. He shares the lasting impact mentors have had on his career, and gives advice to those working towards a leadership role. Keith brings attention to the need for spaces to discuss the correlation between mental and financial health. Listen as we discuss the power of mentorship, transparency in relationships, and teamwork as empathy. As we wrap up the show, listen in as Keith talks about recent events that left him amazed through risk-taking, advice from his mother, and his love for music. Enjoy my conversation with Keith O'Neil! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Keith: Keith O'Neil, President & CEO at Johns Hopkins FCU koneil@jhfcu.org jhfcu.org Keith: LinkedIn JHFCU: LinkedIn | Twitter | Facebook | Instagram

Duration:00:42:55

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Nathan Cox - Lateral Movements (#170)

9/29/2023
“What we do impacts people’s lives daily.” - Nathan Cox Thank you for tuning in to episode 170 of The CUInsight Experience podcast. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business is the most comprehensive one-stop shop for business purchasing. My guest on today's show is Nathan Cox, President and CEO at InRoads Credit Union. Nathan shares his career journey in financial services that led him to where he is today. He empowers his team and community with servant leadership and empathy. Nathan and the InRoads team continue to focus on their community and expand their services, talent, and contributions to the credit union industry. During our conversation, Nathan and I talk about career building and the importance of relationships, opportunities, and self-awareness. He shares the lasting impact mentors have had on his career, and gives advice to those working towards a leadership role. Nathan uses an escalator analogy to talk about promotions and lateral moves when pursuing a career. Listen as we discuss skill acquisition, community engagement, and leadership lessons. As we wrap up the show, listen in as Nathan talks about his first job, his view on balancing work and personal life, and his inspiring family. Enjoy my conversation with Nathan Cox! Find the full show notes on cuinsight.com. Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Nathan: Nathan Cox, President and CEO at InRoads Credit Union nathan.cox@inroadscu.org inroadscu.org Nathan: LinkedIn InRoads: LinkedIn | Twitter | Facebook | Instagram

Duration:00:46:35