FORUM is federally insured by the National Credit Union Administration and is an Equal Housing Opportunity lender. NMLS #469848
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Credit Union Exam Solutions Presents With Flying Colors
Mark Treichel's Credit Union Exam Solutions
Tips for Credit Unions Success on the NCUA Examination. Brought to you by Mark Treichel's Credit Union Exam Solutions.
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This podcast is aimed to help credit union leaders and marketers think outside of the box about marketing, technology and community impact. Each episode we bring on guests from inside and outside of the industry who will challenge your preconceptions about business as usual.
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We serve hope to current and aspiring credit union leaders by providing solutions to your leadership challenges. If you’re a credit union leader seeking to grow your business, tune in to this podcast. ServiStar Consulting’s Mike Neill, Taylor Murray, and Scott Albrecht draw on their extensive experience of working with countless credit unions to provide valuable insights and lessons.
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This podcast was created to help educate on the basics of financial information to help our community be financially successful. Presented by First Pioneers Federal Credit Union.
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Find Your Balance is a podcast about making smart money moves, hosted by US Eagle Federal Credit Union. We cover all topics that can contribute to better financial wellbeing.
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Listen to the Local Home Loan Experts from UnitedOne Credit Union in Manitowoc and Sheboygan discuss home loans. This show is a great resource for anyone in the housing market in Wisconsin, whether you are purchasing your first home or building your dream home! Learn more at https://www.UnitedOne.org/MortgageHome NMLS # 439833 Equal Housing Opportunity Membership Eligibility Required. Federally Insured by NCUA.
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Credit Union Regulatory Guidance Including: NCUA, CFPB, FDIC, OCC, FFIEC
Credit Union Exam Solutions Inc.
This podcast provides you the ability to listen to new regulatory guidance issued by the National Credit Union Administration, and occasionally the F D I C, the O C C, the F F I E C, or the C F P B. We will focus on new and material agency guidance, and historically important and still active guidance from past years that NCUA cites in examinations or conversations. This podcast is educational only and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated. We also ...
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The podcast that focuses on how to use the money you have, make the money you need and save the money you want. Host Kim Chapman, Financial Wellness Director for Neighbors Federal Credit Union, explores the issues that can affect your financial well-being and discusses ways for you to enjoy the financial freedom you've been looking for.
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Welcome to the Pocket Change Podcast where you’ll learn better ways to spend, save and invest and take control of your financial journey. Each episode will provide smart money tips and strategies to help you become financially fit. We will also introduce you to community champions making a difference in the lives of others. Join us and our guests as we will help you become the champion of your finances. Pocket Change Podcast is presented by Leaders Credit Union where we power your passion an ...
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Welcome to The CUInsight Network. In each episode we have wide-ranging conversations with thought leaders who support the credit union community. We identify issues and challenges facing credit unions and identify best practices. The goal of The CUInsight Network is to take a deeper dive with people and find the gems we can all learn and grow our credit unions from. Thank you for tuning in. Enjoy!
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Be the leader of your financial future. Join the experts from Orlando Credit Union, a financial institution in Central Florida, to learn about building wealth, our changing economy, the benefits of many products and financial services , and more. Tune in for new episodes dropping twice a month and find out more about the products mentioned by visiting https://www.orlandocreditunion.org. At Orlando Credit Union, we're #investinginU
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Affinity Federal Credit Union presents Wellbeing and Your Wallet podcast! Learn tips and tricks on how to navigate everyday money challenges and chart the course to financial wellbeing from our expert hosts Grant Gallagher and Shawn Lubitz.
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Welcome to the Golden 1 Credit Union Financial Empowerment Podcast, where together we explore financial health and the overall wellbeing of our community. Tune in for life-improving financial tips – gathered from interviews with subject-matter experts, business trailblazers, community leaders, and dedicated Golden 1 employees. As a not- for-profit member owned credit union, we’re here to empower your financial journey and, ultimately, empower you – towards a brighter, more secure future. Tog ...
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FI GROW Solutions is a partner agency that works with credit unions and community banks to help drive growth and sales. We think bank marketing is broken! We decided to "Hit Record" during our strategic conversations around what's working for our partners, to share with other bank and credit union marketers and executives. If you're looking for best practices for your bank or credit union, join us while we talk all things sales, marketing and strategy for financial institutions!
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The Cornerstone League Podcast is dedicated to topics at the heart of the credit union industry featuring credit union thought leaders from across the industry. Together, we discuss advocacy, professional development opportunities, emerging trends, and what drives the "people helping people" philosophy.
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I am Tansley Stearns, and this is Despite Impossible. I am a long-time credit union executive leading Community Financial as president & ceo. I have always admired and been inspired by people whose passion is boundless and who don't comprehend the word impossible. This show focuses on their stories.
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Welcome to Credit Union Conversations podcast with your host, Mark Ritter, a forward-thinking CEO, who excels in helping credit unions, small businesses, and real estate investors succeed. Join Mark as he explores current trends, interview industry experts, and get fresh insights on optimizing your lending operations and delivering the best possible services to credit union members. More about your host: Mark Ritter is the CEO of MBFS & Nu Direction Lending and an expert in credit unions and ...
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Love Where You Bank Podcast is a place to listen and learn new insights that will help elevate your banking experience.
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As a 2023 CU Rockstar Recipient, Hailey Windham, CFCS (Certified Financial Crimes Specialist) demonstrated unbounding passion for educating her community, organization and credit union membership on scams in the market and best practices to avoid them. She has implemented several programs within her previous organizations that aim at holistically learning about how to prevent and detect fraud targeted at membership and employees. Windham’s initiatives to build strong relationships and partne ...
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Want to know what’s going on in the credit union industry? From CUSOs to regulatory (and everything in between) we’ll talk about relevant topics and how they could affect you and your business.
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Money isn’t Everything explores the many ways fintech is changing what it means to be a bank or credit union. Host Mary Wisniewski, Cornerstone's editor-at-large and long-time fintech reporter, interviews early-stage startups, academics, and creative fintech thinkers, on how they're rewriting financial services. Listen every other Thursday morning. Expect laughter.
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Join host Sam Kilmer, fintech advisor, in unscripted conversations with top fintech industry leaders. No planned corporate talking points, no scripts, no pitches. Just useful advice and insights. To keep it lively, Sam often brings co-hosts like author/researcher Ron Shevlin, former American Banker editor Mary Wisniewski, and former Bank Director President Al Dominick.
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ACUMA’s ONpoint Podcast series features some of the mortgage lending industry’s leading lights offering strategic insights and sound solutions to the challenges lenders face every day. In addition, each episode ends with a little bit of humor to help reset the tone of your day. Both personally and professionally, Onpoint Podcasts are an excellent investment of small amounts of time in return for great rewards.
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The majority of Vermonters are member-owners of a financial cooperative Vermont credit union, supported by the Association of Vermont Credit Unions.
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The Digital Banking Podcast is powered by Tyfone. Tyfone is a dramastically better digital banking provider. Our appeal is unique, we collaborate closely with our customers and the banking ecosystem in an open approach coupled with a powerful user experience that helps “get things done”! On our podcast you will hear how digital banking plays a leading role for community minded financial institutions from the unique perspectives of our industry expert guests.
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The Gazette's Get to Know Gives Back podcast connects you to area nonprofits and the incredible services available. Hosted by The Gazette, sponsored by Collins Community Credit Union.
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A Way Forward podcast, presented by Beem Credit Union, examines the challenges that can wear down our individual and collective mental health. Host Jessica Samuels focusses on the stressors, the core issues and contributing factors, and the approaches and practices that can help address these issues. Listeners will leave feeling they have the information and tools to better manager their well-being and able to find...a way forward.
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Credit union people. Credit union ideas.
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Connect to the future of banking. Join us as we dive into the latest news and trends in banking and fintech, learn from leaders in the space, and make the complex simple. It’s common cents! Brought to you by Kinective, the leading provider of connectivity, workflow, and analytics software for the banking sector.
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Welcome to the Wallet Wisdom podcast, presented by Lake Michigan Credit Union. Wallet Wisdom helps breakdown the in's & out's of financial aspects to bring answers to some of banking's more confusing and complex questions. Each episode features a new topic, and expert commentary from our guest financial experts. Also, be sure to stick around for the whole episode, as we play 'Smarter than the Show Trivia' where we test our financial nerds in pop culture trivia! The stakes? Winnings go back t ...
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Subscribe to FHLBank Atlanta's podcast series, iLink, today. Catch up on the latest industry trends, expert perspectives, and FHLBank Atlanta news.
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For credit union women by credit union women. We are two former credit union marketers on a mission to inspire women in this great industry to become the best versions of themselves. By being vulnerable, thinking positively, talking about our daily struggles and fears, and building each other up, we will connect strong, fabulous credit union women to help them become more confident and empowered leaders.
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Join hosts Alex Becerra and Brit Kelleher on a journey to wards financial wellness and meaningful community involvement. The Perfect Cents Podcast, presented by SAFE Credit Union is a program designed to empower each listener to take control of their financial situation and become a greater force for good in their community. Episodes will feature recurring segments along with occasional guests from around the Greater Sacramento region. Guests will include SAFE Credit Union colleagues, indust ...
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Hosted by Core Credit Union CEO Michael Byrne, Credit Union Discussions dives into topical issues in the Credit Union sector focusing on innovative solutions by bringing the expertise of leading voices working in and supporting Credit Unions
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The fintech industry is evolving rapidly, and the BIGcast is here to delve into its impact on the credit union industry. Our esteemed guests from across the financial, technology and security sectors will provide thrilling perspectives on the latest fintech innovations that are poised to revolutionize the way we handle our finances. Each week join thought-leader, John Best and subject matter expert, Glen Sarvady as they take a quick dive into the financial industry's current breakthroughs an ...
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Looking for ideas, tips, and best practices to take your financial institution to the next level? Look no further than this podcast featuring insights from banking leaders and advisors across the industry. We’ll tackle a range of topics — technology implementation, loan grading, banking cannabis, and more to ensure you stay ahead of the curve in this fast-changing environment. This podcast is available on all your favorite podcasts platforms. For more information on Abrigo, head to abrigo.com.
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Welcome to The CU Strategy Podcast, a podcast designed especially for Credit Union leaders. Our goal is to bring you the latest resources for your membership. Whether your credit union has ten thousand or ten million members, we think you’ll find our conversations valuable.
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We’re tackling confusing financial topics, answering your questions and helping you make smart financial decisions. This podcast is made possible by TAPCO Credit Union, Pierce County’s original member-owned credit union.
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Avadian is the only financial service provider that will go out of its way every day to value you as a person, to make you feel delight.
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Plugged In brings you raw, honest takes on all things in the banking industry. That means you aren’t going to get some buzzword-filled, cliche podcast – you’re getting an unfiltered look into topics in the financial world no one else is talking about. Your hosts, Al Dominick and Steve Williams, will talk to top players in the industry about what matters now, and what will shape the future. To groove along with Al and Steve's song references each episode, check out the official Plugged In Spo ...
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A podcast featuring people in Saskatchewan that explores human connection, meaningful conversation and the role that money plays in our hopes, dreams and fears. Powered by Conexus Credit Union.
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C. myers helps financial institutions take control of their future by linking strategy, desired financial performance, and consistent execution with the right talent. We recognize that credit union leaders are facing uncertainties now more than ever. Conversations with our clients are happening daily to help with strategic thinking, strategic planning, and financial modeling. C. myers live is an opportunity to take these conversations to the masses.
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Join us on an adventure from finance to fitness. Learn practical strategies and tips to take the reins of your finances and well-being through the experiences industry experts and special guests.
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Welcome to the Household CFO podcast, hosted by Benji Banks & Shaun Irwin and powered by FORUM Private Client Group. The purpose of this podcast is to help listeners understand and consider their unique goals and different trade-offs involved in the financial decision-making process.
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Welcome to Money Health @ NHS Credit Union, the podcast that's all about equipping our members with the tools to achieve financial resilience and thrive! Join us for uplifting conversations, actionable advice, and inspiring stories, as we encourage you to take control of your money and build a brighter future.
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Gain Federal Credit Union is proud to present The Better Banking Podcast which will bring tips and tricks from our financial experts (with a side of tomfoolery) to wherever you get your podcasts.
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A branding and marketing podcast for credit union marketers from Braid Creative.
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Welcome to Compliance 911, a no-nonsense, cut to the point, style show for today’s busy bank and credit union compliance professionals. With this series of bi-weekly shows our goal is to boil down some of today’s hottest regulatory compliance topics in quick and easy to digest 5-10 minute episodes so you can get the information you want and get on with your day. We’ll be discussing topics like CRA, HMDA, Fair Lending, Anti Money Laundering, and so much more. Don’t forget to subscribe and tel ...
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American Bankers Association Praises NCUA's Transparency??
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers The American Bankers Association Trade group’s letter to N C U A Board Chairman Todd Harper on N C U A’s on the agencies improved transparency. This letter demonstrates the challenges of N C U A’s recent public comments that are negat…
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Discussion on Data Security: What Credit Unions Expect and CUSOs Need to Know
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30:55
Mike and Mike are on the podcast today to discuss what credit unions are thinking, and what CUSOs should be thinking about regarding data security and confidentiality protections in credit union due diligence and contract writing and negotiating. These protections are topics covered in every critical service contract and this podcast includes some …
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Complaints and Regional Appeals of Examination Issues What You Need to Know
31:18
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31:18
Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…
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Credit Unions: Local Service and Nationwide Access (#44)
9:04
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9:04
What happens when you need financial services away from home? Learn about what shared branching is and how it can benefit you from Bernardo Ferreira, AVP of Branch Operations at Leaders in Bartlett, TN. Bernardo shares his story of coming to America from Portugal and how this journey led him to become a Financial Champion at Leaders. Si hablas espa…
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Episode 79 - Building Successful Digital Sales and Service Teams at Your Bank or Credit Union
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14:21
In this episode, Meredith Olmstead, CEO of FI GROW Solutions, and Danielle Fancher, Director of Sales, discuss the challenges and strategies of building an effective digital sales and lending team for banks and credit unions. They share insights on managing digital applications, creating strong team structures, and aligning marketing and lending te…
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Talking Marketing With Bill McKenna
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30:57
Welcome to this episode of Credit Union Conversations with Mark Ritter, where we delve into the strategies that set credit unions apart in a competitive financial landscape. Today, Mark is joined by Bill McKenna from McKenna Marketing, who brings a wealth of experience from the advertising industry to the credit union space. Together, they explore …
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I Have a Problem With Another Employee, Fix it Boss.
39:07
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39:07
How do we resolve conflict between two of my team members? The Credit Union Leadership Podcast hears you and wants to help. In our brand new episode format we answer questions from listeners and participants from our courses. We answer your questions of how do I apply the classroom teachings into the real world. We tie this back to our conflict res…
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The Importance of Worldwide Connections and International Credit Union Day
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23:19
In this episode of The Cornerstone League Podcast, Sean Cahill, president/CEO of TrueSky Federal Credit Union, and Laura Eblen, VP of member engagement and government affairs at Mazuma Credit Union, discuss the importance of developing relationships with credit unions across the world, and how credit unions can celebrate International Credit Union …
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What Black Cooperatives Can Teach All Credit Unions
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38:53
In this age of multibillion-dollar credit unions, it can be easy to forget that most started with a small group of people looking to pool their resources. Well, Jessica Gordon Nembhard is here to remind us. Professor of Community Justice & Social Economic Development in Africana Studies at John Jay College, CUNY and author of Collective Courage: A …
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Expanding Advocacy - Defense Credit Union Council
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22:33
“As a national trade association, our role is to be on the frontline defending our credit unions so they can make members’ lives easier.” - Jason Stverak 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 th…
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A Restless Drive to Serve: Elevating Credit Union Leadership in Action
10:53
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10:53
A Restless Drive to Serve: Elevating Credit Union Leadership in Action. To access this article, and subscribe to the weekly newsletter, visit Tansley Stearns' Curiously Driven Newsletter page.De către Community Financial
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Get to Know Gives Back - Area Substance Abuse Council
7:37
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7:37
Get to Know Gives Back is a podcast connecting you to area nonprofits and their incredible services. It is hosted by The Gazette and sponsored by Collins Community Credit Union. In this episode, Get To Know the Area Substance Abuse Council through ASAC's Executive Director Stephanie Boesenberg. https://rewards.thegazette.com/givesback https://www.a…
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Raise Your Glass: Lessons from a Pink Concert
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11:53
Raise Your Glass: Lessons from a Pink Concert To access this article, and subscribe to the weekly newsletter, visit Tansley Stearns' Curiously Driven Newsletter page.De către Community Financial
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Mastering the Community Reinvestment Act with Linda Ezuka
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18:47
Welcome to the Compliance 911 Show, where hosts Dean Stockford and Len Suzio dive into the intricacies of the Community Reinvestment Act (CRA) with special guest Linda Ezuka. Linda, the founder of CRAtoday and the CRAhub, shares her extensive experience and insights on how to master CRA compliance, stay exam-ready, and leverage capital for communit…
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Is Financial Therapy the Next Frontier in Banking?
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30:30
Send us a text The emotional side of money is an emerging area of interest for fintech and digital banking executives. On today’s show, Mary sits down with Lindsay Bryan-Podvin, who among other titles, is a financial therapist. In fact, through December 2024, Lindsay is working as Cash App’s financial therapist. Lindsay talks with Mary about the ne…
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Season 3 Episode 5: REPLAY ft. George Hofheimer
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Today’s guest is George Hofheimer. George is a friend, a leader, and an in-demand advisor for highly ambitious credit unions, including ours, that want to change the world. This is George’s Story. Stick around for Tansley's reflections at the end of the episode!De către Community Financial
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Glen checks in with Money 20/20 President Tracey Davies for a preview of the upcoming four-day Las Vegas extravaganza. Also- a slew of updates on Illinois’ interchange fiasco, a countdown to the CFPB’s open banking rule, and a desperate attempt to tie 1990s funky divas to 2024 payment headlines. Links related to this episode: Money 20/20 USA, Octob…
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Sextortion and How Banks Can Assist Victims – A Conversation with Paul Rafille
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30:26
Welcome back, Fraud Fighters! SentiLink is at the forefront of fraud prevention and identity verification, offering innovative solutions to help financial institutions tackle synthetic fraud, identity theft, and more. We’re thrilled to have them onboard as partners in our mission to equip you with the tools and knowledge you need to stay ahead in t…
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Building a Stellar Loan Officer Team
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43:07
Get ready to unlock the secrets of the credit union mortgage industry with our special guest, Elizabeth Million, Senior Vice President of Lending at Elevations Credit Union. Join us as Elizabeth shares her incredible journey from a real estate appraiser to a leading figure in the industry, providing invaluable insights into overcoming career obstac…
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NCUA Board Briefing on the National Credit Union Share Insurance Fund September 2024 In Their Own Voice
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43:25
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA Board Briefing on the National Credit Union Share Insurance Fund - September 2024 This episode covers NCUA's September 2024 Board Meeting Briefing on the National Credit Union Share Insurance Fund. Featured are the NCUA Board and staff in their own words and voices, discussing the…
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You Need to Worry If ... NCUA Asks for an Org Review
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25:59
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ 1. NCUA's Document of Resolution (DOR): - Issued for serious, systemic problems within credit unions - Indicates deep-rooted issues that require immediate attention - Not a routine action, but a significant regulatory step 2. Management Concerns: - NCUA issues DORs when they conclude m…
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Pesto, Mozzarella & a Whole Lot of Connection: Elevating Tradition to Grow Culture
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Pesto, Mozzarella & a Whole Lot of Connection: Elevating Tradition to Grow Culture To access this article, and subscribe to the weekly newsletter, visit Tansley Stearns' Curiously Driven Newsletter page.De către Community Financial
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1
Rating Commercial Credit Risk What You Need to Know
32:53
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32:53
Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…
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1
Season 3 Episode 4: Karen Friday-Field
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24:08
Today’s guest is Karen Fryday-Field. Karen is brilliant, kind and caring, has a good laugh, and is someone who seeks to learn at every turn. Karen is also the founder and Senior Consultant of The Meridian Edge Management and Governance Consulting Group located in London, Ontario. This is Karen’s story.…
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Episode 2: Housing & Homelessness
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32:08
In Episode 2 of A Way Forward: Conversations on Mental Health, presented by Beem Credit Union, host Jessica Samuels is joined by Mike Gawliuk, CEO of CMHA Kelowna, for a discussion on housing and homelessness. This episode sheds light on the complex web of issues surrounding homelessness and highlights the importance of proactive community support …
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Maximizing Your Career Potential
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35:50
Unlock the secrets to leveraging your career for maximum financial gain with Money Matters! I'm thrilled to be joined by Yolanda Whitmore, a seasoned expert in career advancement strategies, as we explore the art of negotiating a raise. Get ready to master the skills needed to confidently present your case based on performance, understand the timin…
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2024 September NCUA Board Meeting Simplifying Share Insurance
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29:38
www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://www.linkedin.com/in/mark-treichel/ https://www.marktreichel.com/podcast 2024 September NCUA Board Meeting: Simplifying Share Insurance This episode of the podcast covers the NCUA's September 2024 Board Meeting, focusing on the implementation of a final rule to simplify share in…
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Bridging the Divide: Internal Audit as a Catalyst for Collaboration with Christine Murray
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53:37
SentiLink is at the forefront of fraud prevention and identity verification, offering innovative solutions to help financial institutions tackle synthetic fraud, identity theft, and more. We’re thrilled to have them onboard as partners in our mission to equip you with the tools and knowledge you need to stay ahead in this ever-evolving landscape. S…
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What to Consider when Buying your First Home
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6:00
In this episode, we’ll be speaking with Chris Newman, Realtor with Keller Williams, and Chad Krieger, VP of Mortgage Lending at US Eagle about a what to consider when buying your first home, finance options and the order/process of applying for a loan.De către US Eagle Federal Credit Union
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Making the Most of Your Employee Benefits with Anne Wiseman
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17:23
In this episode, Andy is joined by FORUM's VP of Human Resources, Anne Wiseman, to discuss making the most of your employee benefits. They cover health plans, HSAs, child care, employee assistance plans, and more. For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Money Life on Yo…
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NCUA'S FAIR HIRING IN BANKING RULE AUDIO BOOK STYLE
2:11:58
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Title: NCUA's New Fair Hiring in Banking Rule Key Points: - The NCUA Board has issued a final rule to incorporate IRPS 19-1 and the Fair Hiring in Banking Act (FHBA) into its regulations. - The rule expands career opportunities for individuals to work and volunteer at insured credit un…
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Today we are talking about real ways you can build your credit. Credit builder loans, shared secure loans and even co-borrowers are great methods. You can find First Pioneers Federal Credit Union at our Lafayette or New Iberia branch in Louisiana or online at firstpioneers.com. If you prefer a blog version of our podcast you can find that on the we…
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Cyber Security Q&A With UCCU Professionals
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A sit down conversation with Creg and Rachel regarding security information that can help keep you and your loved ones safe from financial fraud or online cyber attacks.
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Glen speaks with key players at TruStage Ventures’ Fintech Summit: Discovery Fund Managing Director Elizabeth McCluskey on the state of early stage investing, founder Gwyneth Borden on Remynt’s journey to startup funding, and Maxwell’s co-founder John Paasonen on addressing the housing affordability gap. Also, surprising battle lines forming in the…
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HELOCs: Your Home’s Hidden Cash Flow in Manitowoc & Sheboygan
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The Local Home Loan Experts at UnitedOne Credit Union explore the ins and outs of HELOCs so homeowners can make informed decisions and not feel like they’re on a treasure hunt gone awry. Learn more at https://www.UnitedOne.org/MortgageHome NMLS # 439833 Equal Housing Opportunity Membership Eligibility Required. Federally Insured by NCUA.…
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Who Sees Your NCUA Exam Before You Do?
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Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Host: Mark Treichel Guests: Todd Miller and Steve Farrar, former NCUA examiners Key Points: 1. NCUA implemented a new policy requiring higher-level review of all examination reports befo…
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Meet the Community Leaders: Pedro Turushina, Hispanic Chamber of Metro Orlando
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In this week’s ‘On the Money,’ Orlando Credit Union is stepping outside of our organization and into the community in our ‘Meet the Community Leaders’ edition of the podcast. Today, we spoke with the President of the Hispanic Chamber of Metro Orlando, Pedro Turushina, to learn more about how the Hispanic Chamber is impacting Central Florida. For mo…
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Optimizing Member Experience in Digital Banking with Chad Ritchie
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In the latest episode of the Digital Banking Podcast, host Josh DeTar welcomed Chad Ritchie, CIO at Ventura County Credit Union, for an insightful discussion. Ritchie emphasized the importance of aligning technology strategies with member needs and outcomes rather than adopting new tech for its own sake. He highlighted how data control and innovati…
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What’s in a Number? To access this article, and subscribe to the weekly newsletter, visit Tansley Stearns' Curiously Driven Newsletter page.De către Community Financial
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Get to Know Gives Back - Fresh Start Ministries
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In this episode, Get To Know Fresh Start Ministries through Julie Palmer. Get to Know Gives Back is a podcast connecting you to area nonprofits and their incredible services. It is hosted by The Gazette and sponsored by Collins Community Credit Union. https://rewards.thegazette.com/givesback https://freshstartministriescr.com/…
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Inside Detroit Fintech: Rethinking Value w/ Ben Maxim
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Send us a text In September, the Reseda Group held a fintech summit in Detroit, showcasing a range of technology designed to improve credit unions’ products and services. Mary emcee-ed the event. In this episode, Ben Maxim (the chief operating officer at the Reseda Group) chats with Mary about the flavorful themes that emerged during the Detroit ev…
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HMDA: Why Its Important to Get It Right
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Set up a call: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Check out our website: https://calendly.com/cuexamsolutions/talk-to-mark-about-any-exam-topic?month=2024-10 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experienc…
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Season 3 Episode 3: Mark Sievewright
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Today’s guest is Mark Sievewright. Mark is a family-first man, an astute strategist with a keen sense of humor, an engaging storyteller, and someone with a big heart for credit unions. He’s also been a friend for years. I admire his passion. He inspires me. Mark is also the CEO and Founder of Sievewright & Associates, where he is uniquely focused o…
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c. myers live – 2024 Key Strategic Planning Themes
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With the busy season of Strategic Planning upon us, common themes are emerging from our client sessions. In this episode of c. myers live, we discuss some of the critical conversations institutions are having across the industry. From growth strategies and financial performance, to the ever important focus on cultivating talent, we dive into themes…
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Ep 34: Banking Is Gonna Make You Sweat
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Today on the show, Steve quizzes Al on the hottest topics discussed at the recent Association for Financial Technology Fall Summit held in Palm Springs. Among them: the Federal Reserve’s rate cut and what it could mean for regional banks, mounting regulatory fintech issues, holes in talent pipeline and whether branches are going extinct in the next…
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Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher shed light on the biggest financial myths! The episode begins with a discussion centered around financial tips they’ve heard growing up that turned out to be a myth. Grant and Shawn provide insight on a handfu…
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Breaking Down Romance Scams: The Emotional and Financial Toll
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🎙️ Welcome back, Fraud Fighters! 🎙️ SentiLink is at the forefront of fraud prevention and identity verification, offering innovative solutions to help financial institutions tackle synthetic fraud, identity theft, and more. We’re thrilled to have them onboard as partners in our mission to equip you with the tools and knowledge you need to stay ahea…
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Join us as we address the growing problem of spam calls and share effective tips to protect yourself. Learn how to use features like 'Silence Unknown Callers' and the 'Do Not Call Registry,' and hear personal stories that demonstrate how simple it can be to keep your phone ringing only with the calls that actually matter.…
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Episode 78 - Reaching Younger and Underserved Audiences for Your Bank or Credit Union
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In this episode, Meredith Olmstead, CEO of FI GROW Solutions, and Sophie Bawany, the company's in-house social media guru, explore how social media is transforming financial inclusion for younger and underserved audiences. They discuss how banks and credit unions can leverage platforms like Instagram and TikTok to provide financial education, impro…
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