The CUInsight Network

“We want to help people see their potential and expand the ability to look ahead.” - Deedee Myers Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Deedee Myers, CEO at DDJ Myers. Deedee shares her career journey to founding and running DDJ Myers. She focuses on bringing out the passion and potential in individuals to enhance the organization. DDJ Myers is committed to working with leaders and organizations to develop professional practices and philosophies that sustain gains over the long term in a complex and ever-evolving marketplace. During our conversation, Deedee discusses the masterful execution of advancing leadership. She explains finding alignment in organizations and onboarding for leaders. Deedee talks about the topic of burnout, and how to successfully combat it. Listen as Deedee talks about strategies to improve the transition of leadership. As we wrap up the episode, Deedee shares a story about her dad, her love of off-grid adventures, and her tech habit that came from a Mother’s Day gift. Enjoy my conversation with Deedee Myers! Find the full show notes on cuinsight.com. Connect with Deedee: Deedee Myers, CEO at DDJ Myers deedeemyers@ddjmyers.com ddjmyers.com Deedee: LinkedIn DDJ Myers: LinkedIn | Twitter

“We can automate and give credit unions the right tools to grow efficiently.” - Philip Paul Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Philip Paul, CEO & Founder at Cotribute. Philip shares what inspired him to address business concerns through technology. Cotribute is the preferred digital member acquisition solution for fast onboarding, increased conversions, and expanding wallet share. During our conversation, Philip discusses effective practices to grow and improve operational efficiencies within credit unions, including deposit, membership, and marginal growth. He explains which approaches to focus on for mindful and intentional business growth. Listen as Philip talks about what credit unions can do to grow. As we wrap up the episode, Philip talks about learning from an influential boss, building life habits in seasons, and recommending a book for today. Enjoy my conversation with Philip Paul! Find the full show notes on cuinsight.com. Connect with Philip: Philip Paul, CEO & Founder at Cotribute ppaul@cotributemail.com cotribute.com Philip: LinkedIn Cotribute: LinkedIn | Facebook | Twitter

“People are our best technology.” - Randy Stolp Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Randy Stolp, President at Synergent. Randy shares his career journey that led him to his current role. Randy views Synergent as a person-driven, people-focused cooperative. Together, the team helps credit unions succeed and improve the financial lives of their members. During our conversation, Randy discusses lessons in why people are the source of innovation. He explains the meaning of being a “technology philosopher” and emphasizes the importance of people in technology. Listen as Randy talks about the people, processes, and products within the industry and how Synergent brings solutions to credit unions and their members. As we wrap up the episode, Randy talks about singing in front of his favorite music artist, staying connected to loved ones, and embracing a positive outlook. Enjoy my conversation with Randy Stolp! Find the full show notes on cuinsight.com. Connect with Randy: Randy Stolp, President at Synergent rstolp@synergentcorp.com synergentcorp.com Randy: LinkedIn Synergent: LinkedIn | YouTube | Facebook | Twitter

“We are here. We are local. We are dedicated support.” - Emily Leach Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Emily Leach, VP of Community Accounts for the Mid-Atlantic Region at Visa. Emily shares her career journey that led her to her current role. Emily has worked at Visa as the team customized solutions and products to work more efficiently with credit unions. Visa is a trusted world leader in digital payment technology that connects and enables individuals, businesses, and economies to thrive. During our conversation, Emily discusses new strategies for financial education and serving more people through local partnerships. She explains how these partnerships allow credit unions and fellow financial industry partners to enhance their member offerings. Listen as Emily talks about “excellence through execution” and findings from Visa Research: Future of Payment Technology. As we wrap up the episode, Emily talks about investing in self-care, prepping for credit union industry events, and reading inspiring books. Enjoy my conversation with Emily Leach! Find the full show notes on cuinsight.com. Connect with Emily: Emily Leach, VP of Community Accounts for the Mid-Atlantic Region at Visa emleach@visa.com usa.visa.com Emily: LinkedIn Visa: LinkedIn | Instagram | Facebook | Twitter

“We love working with credit unions to become more data-driven, so they can better support their members.” - Andrea Brown Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Andrea Brown, SVP of Growth at Lodestar. Andrea is a return guest to the podcast and shares what has changed since last year and what remains a common focus for leaders. Lodestar is a data warehouse and analytics partner for credit unions. They provide a full-service analytics platform of data connectors, visuals, workflows, and strategic guidance to help credit unions move forward in their analytics journey. During our conversation, Andrea discusses which data strategies credit unions should be focusing on to benefit business goals. She explains how leveraging data analytics and choosing the right data warehouse is crucial for a successful core conversion. Listen as Andrea talks about growth plans for the future and continuing to support credit unions with the complex technology systems needed to embrace efficiency and sustainability. As we wrap up the episode, Andrea talks about spending time with her family, splurging on new experiences, and preferring the audiobook of this recent read. Enjoy my conversation with Andrea Brown! Find the full show notes on cuinsight.com. Connect with Andrea: Andrea Brown, SVP of Growth at Lodestar andrea.brown@lodestartech.ca lodestartech.ca Andrea: LinkedIn Lodestar: LinkedIn

“Strategic planning is not a date on the calendar, it’s a process.” - Shawn Temple Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Shawn Temple, Strategy Director at On The Mark Strategies. Shawn shares his career journey in credit unions that led him to his current role. On The Mark Strategies empowers credit unions to win, survive, and thrive. The team specializes in strategic planning, branding, training, and marketing services. During our conversation, Shawn discusses the importance of strategic planning and how it brings clarity and alignment to the organization. He emphasizes the significance of core values and building team cultures to create a healthy work environment. Shawn shares the value of leadership development for today and tomorrow. Listen as Shawn explains how credit union teams can inspire connection from the boardroom to the break room. As we wrap up the episode, Shawn talks about being inspired by two amazing leaders in his life, enjoying the aloha spirit, and making himself available for a trip to San Diego. Enjoy my conversation with Shawn Temple! Find the full show notes on cuinsight.com. Connect with Shawn: Shawn Temple, Strategy Director at On The Mark Strategies shawn@markarnold.com markarnold.com Shawn: LinkedIn On The Mark Strategies: LinkedIn | YouTube | Instagram

“Know your members better than you ever have.” - Mark Weber Thank you for tuning in to The CUInsight Network, with your host, Lauren Culp, President & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Mark Weber, CEO at Strum and Strum Platform. Mark shares his career journey and how his passion for credit unions began as a child. Strum is a full-service marketing agency helping credit unions build growth strategies through naming, branding, and marketing. Strum Platform is a financial marketing analytics software that helps credit unions better understand their members through data. During our conversation, Mark and I discuss the importance of data to engage and retain members. He explains the significance of omnichannel tracking in today's environment. Members and prospects have unique journeys as they seek service with multiple touchpoints throughout and he shares how important it is to capture this. Listen as Mark dives into the power of data and the exciting things to come. As we wrap up the episode, Mark talks about making time for his passion for music, enjoying Honolulu, and going with his team to sing karaoke. Enjoy my conversation with Mark Weber! Find the full show notes on cuinsight.com. Connect with Mark: Mark Weber, CEO at Strum mark.weber@strumagency.com strumagency.com Strumplatform.com Mark: LinkedIn Strum: LinkedIn | Twitter | Facebook | Instagram | YouTube Strum Platform: LinkedIn

“The more ways you offer a member to make a payment, the more likely they are to use it.” - Stuart Bain Thank you for tuning in to episode 74 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Stuart Bain, SVP of Product Management at Alacriti. Stuart shares his career journey that led him to his current role. Alacriti is a leading financial technology company dedicated to helping credit unions accelerate their digital payments transformation. The team is dedicated to providing solutions that empower clients to deliver the innovative digital payment experiences today’s members demand. During our conversation, Stuart and I chat about payment solutions evolving to provide seamless and efficient experiences. He discusses the benefits of these solutions and the importance of delivering a modern digital payment experience in today’s world. Listen as Stuart talks about embracing digital payment transformation and self-service options along with what is to come in the future. As we wrap up the episode, Stuart talks about which car he would splurge on, which food chain he enjoys in Tennessee, and which tech hack he uses for balancing work and life. Enjoy my conversation with Stuart Bain! Find the full show notes on cuinsight.com. Connect with Stuart: Stuart Bain, SVP of Product Management at Alacriti stuart.bain@alacriti.com alacriti.com Stuart: LinkedIn Alacriti: LinkedIn | Twitter | Facebook | Instagram

“We need to be more data-driven than we have ever been.” - Joshua Barclay Thank you for tuning in to episode 73 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Joshua Barclay, Growth Marketing Manager at CRMNEXT. Joshua shares his career journey that led him to his current role. CRMNEXT is a cloud or on-premise CRM solution provider specifically built for credit unions. Their focus is to support credit unions with actionable data to simplify work, drive growth, and deliver on experience. During our conversation, Joshua and I chat about the importance of data and technology in this changing financial landscape. Joshua talks about the New World Banking Order and what this means for the future. Listen as Joshua talks about how credit unions can move towards data unification. As we wrap up the episode, Joshua talks about the leadership legacy of one of his family members, his enjoyment of fine dining experiences, and the city he enjoys traveling to most. Enjoy my conversation with Joshua Barclay! Find the full show notes on cuinsight.com. Connect with Joshua: Joshua Barclay, Growth Marketing Manager at CRMNEXT joshua.barclay@crmnext.com crmnext.us Joshua: LinkedIn CRMNEXT: LinkedIn | Twitter | Facebook | Instagram | Youtube

“Members are willing to adopt new technology in a way that is convenient for them.” - Nelson Fisher Thank you for tuning in to episode 72 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Nelson Fisher, Director of Product Development at Co-op Solutions. Nelson shares his career journey that led him to his current role. Co-op Solutions partners with credit unions to deliver member-centric and digital-first services designed to improve operational efficiencies and the member experience. They continue to focus on serving credit unions to improve efficiencies, drive growth, and make data-informed decisions. During our conversation, Nelson and I chat about building more member-centric services. He shares perspectives about growth in the credit union industry and delves into research on the micro and macroeconomic environment. Listen as Nelson talks about insights on the psychology of spending behavior, digital maturity, and member engagement. As we wrap up the episode, Nelson talks about his interest in music, his admiration for his wife, and his favorite things about the Bay Area. Enjoy my conversation with Nelson Fisher! Find the full show notes on cuinsight.com. Connect with Nelson: Nelson Fisher, Director of Product Development at Co-op Solutions nelson.fisher@coop.org coop.org/ Nelson: LinkedIn Co-op: LinkedIn | Twitter | YouTube

“Leverage all the research and thought leadership that’s out in the payments space.” - Tom Pierce Thank you for tuning in to episode 71 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Tom Pierce, Chief Marketing Officer at PSCU. Tom shares his career journey that led him to his current role. 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. 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, Tom and I chat about trends and preferred payment types across generations. He shares the latest research on how consumers prefer to engage in payments. These key findings include mobile wallet usage, emerging payment trends such as buy now pay later, cryptocurrency, and financial aesthetics. Listen as Tom talks about the financial tendencies across generations to better target member needs. As we wrap up the episode, Tom talks about an inspirational leader he’s worked with throughout his career, spending time with his wife, traveling, and getting ready for two of his daughters’ weddings. Enjoy my conversation with Tom Pierce! Find the full show notes on cuinsight.com. Connect with Tom: Tom Pierce, Chief Marketing Officer at PSCU tompierce@pscu.com pscu.com Tom: LinkedIn PSCU: LinkedIn | Twitter | Instagram | Facebook

“We see the military voice in our industry as an important voice that needs to be heard.” - Tony Hernandez Thank you for tuning in to episode 70 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest today is Tony Hernandez, President & CEO of the Defense Credit Union Council (DCUC). DCUC is the premier resource for credit unions on all military and veteran matters. The team at DCUC provides trusted resources for active duty and veteran members while working on strategic and operational issues, and addressing regulatory and legislative matters. Tony believes in offering relevant financial services as a way to take care of military personnel and thank them for their efforts. During our conversation, Tony and I chat about protecting veteran benefits and financial well-being within the credit union industry. He offers insight on how credit unions can “speak military” to better assist military personnel. Listen as Tony talks about protecting military members and veterans from predatory lending, keeping up with legislation and advocacy, and providing service to overseas military personnel. As we wrap up the episode, Tony talks about traveling with his wife, the freedom and creativity of using dot journals for organization, and shares his book recommendations. Enjoy my conversation with Tony! Find the full show notes on cuinsight.com. Connect with Tony: Tony Hernandez, President & CEO of the Defense Credit Union Council ahernandez@dcuc.org www.dcuc.org Tony: LinkedIn DCUC: LinkedIn | Facebook | Twitter

“It’s more than credit cards here, it’s about the members and communities.” - Toby Mattson Thank you for tuning in to episode 69 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Toby Mattson, Director of Community Partnerships at Elan Credit Card. Toby began his career in credit unions 30 years ago and shares how it led him to his role today. Elan Credit Card offers an outsourced credit card program to credit unions across the US. The team at Elan provides innovative solutions while removing costs, reducing risks, and improving the cardmember experience. During our conversation, Toby and I chat about consumer trends and how credit cards play into financial well-being. He shares the many ways Elan continues to update credit card programs to match current consumer needs. Toby talks about Elan’s Charitable Giving program and the support they’re providing alongside their credit union partners in communities. Listen as Toby talks about the benefits of outsourcing credit card programs, protecting team culture and engagement, and making an impact in communities nationwide. As we wrap up the episode, Toby talks about a leader who made a positive impact on his life and career, which book he recommends, and the cities he enjoys visiting the most. Enjoy my conversation with Toby Mattson! Find the full show notes on cuinsight.com. Connect with Toby: Toby Mattson, Director of Community Partnerships at Elan Credit Card toby.mattson@elanfs.com www.cupartnership.com Toby: LinkedIn Elan: LinkedIn | Twitter

“Buildings exist for people, so they have to be people centric.” - Mark Alguard Thank you for tuning in to episode 68 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Mark Alguard, President & Director of Client Strategy at Momentum. Mark shares his career journey that led him to his current role. The team at Momentum takes a people-centric approach to delivering buildings that help credit unions thrive. People-centric spaces build a solid foundation and foster connections for staff and members. During our conversation, Mark and I chat about creating workspaces that will help drive organizations forward. Mark talks about having work-life balance without sacrificing the collaborative nature of teams. Listen as Mark shares insights about defining productivity, building hybrid work experiences, and protecting team culture and engagement. As we wrap up the episode, Mark talks about his warm-hearted Grandpa Jack, his admiration for well-made furniture, and his go-to place to take people when visiting Chicago. Enjoy my conversation with Mark Alguard! Find the full show notes on cuinsight.com. Connect with Mark: Mark Alguard, President & Director of Client Strategy at Momentum malguard@momentumbuilds.com momentumbuilds.com Mark: LinkedIn Momentum: LinkedIn | Facebook | Twitter

“We help credit unions elevate their operational outcomes with AI powered solutions.” - Steve Kass Thank you for tuning in to episode 67 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Steve Kass, Chief Services Officer at Trellance. Steve shares his career journey that led him to his current role. The team at Trellance is dedicated to credit union innovation. They deliver innovative technology solutions to help credit unions achieve more, including operational and digital transformation. During our conversation, Steve and I chat about the evolving use of AI in financial services. Steve offers advice to credit unions who are beginning their AI journey and explains the tangible benefits of leveraging AI. As we look to the future, Trellance is focused on supporting credit unions and evolving their AI capabilities to increase efficiencies, manage risk, and improve the member experience. As we wrap up the episode, Steve talks about the value and memories made through experiences, taking lessons from a sports book, and building work-life integration. Enjoy my conversation with Steve Kass! Find the full show notes on cuinsight.com. Connect with Steve: Steve Kass, Chief Services Officer at Trellance skass@trellance.com trellance.com Steve: LinkedIn Trellance: LinkedIn | Facebook | Twitter | YouTube

“That’s at the foundation of credit unions: making sure the member experience is premium and more personalized.” - David Everson Thank you for tuning in to episode 66 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is David Everson, Senior Director of Solutions Marketing at Laserfiche. David shares his vast career journey that led him to his current role at Laserfiche. Laserfiche is a software company founded over 30 years ago. The team handles intelligent data capture, records management, and digitization that connects data across departments. Laserfiche helps employees be more productive by eliminating administrative tasks so teams can focus on high-priority operations such as member service. During our conversation, David and I chat about the importance of omnichannel data management when it comes to providing a seamless member experience. He shares the benefits of Laserfiche’s Solution Marketplace library filled with free data management resources, training modules, and pre-built forms and workflows. Listen as David talks about the resources, tools, and strategies for better data management practices now and in the future. As we wrap up the episode, David talks about his 30-year friendship with a mentor, his current book recommendation, and his thoughts on work-life balance. Enjoy my conversation with David Everson! Find the full show notes on cuinsight.com. Connect with David: David Everson, Senior Director of Solutions Marketing at Laserfiche david.everson@laserfiche.com laserfiche.com David: LinkedIn Laserfiche: LinkedIn | Facebook | Twitter | Instagram | YouTube | Schedule a Demo

“You are a member of a great global credit union community.” - Mike Reuter Thank you for tuning in to episode 65 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unions (WFCU). Mike shares how the environment for credit unions has grown since the last time he was a guest on the podcast. WFCU focuses on strengthening credit unions while they serve and transform members’ lives worldwide. As an arm of the World Council of Credit Unions (WOCCU), they are advancing financial inclusion, global relief aid, DEI, and more through a vibrant and growing global credit union system. Mike shares his excitement for the 75th anniversary of International Credit Union Day held on October 19, 2023. During our conversation, Mike and I chat about the strong levels of support across the global credit union movement. He shares the national and international initiatives that keep credit unions operating so teams can help their own communities. Listen as Mike talks about fostering stronger engagement and more connectivity within the global credit union system. As we wrap up the episode, Mike talks about having a great time in Vancouver, balancing work and life, and pursuing further education to improve customer experiences. Enjoy my conversation with Mike Reuter! Find the full show notes on cuinsight.com. Connect with Mike: Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unions mreuter@woccu.org doglobalgood.org Mike: LinkedIn WFCU: LinkedIn | Facebook | Twitter

“Everyone has a seat at the table and if the table is not long enough, we’ll build it bigger.” - Tracie Kenyon Thank you for tuning in to episode 64 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Tracie Kenyon, Executive Development Partner at Humanidei. Tracie shares her career journey within the credit union industry for the last 38 years. Humanidei works with credit unions to integrate their most important asset- their human capital- into organizational growth plans and talent development. Tracie guides teams in creating a positive company culture where team members can build their skills and career. During our conversation, Tracie and I chat about the importance of taking care of your team and the value in executive coaching. She gives advice on improving the hiring process and shares three tips to get it right the first time. Tracie explains how the “B” at the end of DEIB stands for belonging, and why it is so important for the culture of an organization. Listen as Tracie talks about building a nurturing and innovative company culture for your credit union team. As we wrap up the episode, Tracie talks about an impactful leader she’s had in her life, her love of books along with a book recommendation, and her passion for work. Enjoy my conversation with Tracie Kenyon! Find the full show notes on cuinsight.com. Connect with Tracie: Tracie Kenyon, Executive Development Partner at Humanidei tracie@humanidei.com humanidei.com Tracie: LinkedIn Humanidei: LinkedIn | Instagram | Twitter

“Create a website for your credit union, not a template of 20 others.” - Bo McDonald Thank you for tuning in to episode 63 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Bo McDonald, President and CEO at Your Marketing Co and uncommn. In this episode, we dive into all things uncommon, the preferred web development company for credit unions looking to control their online presence. Bo values service that is flexible to the changing needs of the credit union industry and is focused on providing that. During our conversation, Bo and I chat about treating a website like a digital branch for members. Bo shares that security, load time, and quality of content are the top three areas where credit unions must make a strong first impression on their website. He explains the importance of credit unions doing their due diligence and communicating with members throughout the web design process. Your website is ultimately one of your branches, listen as Bo explores ideas to better represent your brand and interact with members seamlessly. As we wrap up the episode, Bo talks about the two Johns that deeply influenced his leadership, the states he loves to visit, and the two things he doesn’t mind splurging on for a good time. Enjoy my conversation with Bo McDonald! Find the full show notes on cuinsight.com. Connect with Bo: Bo McDonald, President and CEO at Your Marketing Co and uncommn bo@getuncommn.com getuncommn.com Bo: LinkedIn | Twitter uncommn: LinkedIn | Facebook | Instagram | Twitter

“There is always an opportunity for credit unions to expand their digital footprint and presence.” - Barb Lowman Thank you for tuning in to episode 62 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together. My guest on today’s show is Barb Lowman, President at CUNA Strategic Services (CSS). Barb shares her career journey in the financial service industry that led to her current role at CSS. CUNA Strategic Services connects credit unions and leagues to the industry's top solution providers to create the ultimate partnerships. The team at CSS is focused on positioning credit unions to thrive in the market and provide exceptional member service. During our conversation, Barb and I chat about the value CSS provides in connecting networks of people, resources, and tools. Barb shares why it is so important for credit unions to invest in technology and support in order to grow in today’s environment. Listen as Barb talks about shifting from idea to execution and delivering solutions to credit unions. As we wrap up the episode, Barb talks about buying golf shoes, eating foods across the country, and a book that she considers a must-read. Enjoy my conversation with Barb Lowman! Find the full show notes on cuinsight.com. Connect with Barb: Barb Lowman, President at CUNA Strategic Services Blowman@cuna.coop cunastrategicservices.com Barb: LinkedIn CUNA Strategic Services: LinkedIn