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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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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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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Welcome to the CUES Podcast! Credit Union Executives Society supports this interview-format show that features credit union industry leaders and cross-industry experts discussing their perspectives on credit union topics and trends relevant to you. We explore topics like leadership, strategy, organizational culture, member experience, marketing, mentoring, innovation, governance, cybersecurity and more. Check out our rich content website at www.cumanagement.com. In addition to this podcast d ...
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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Credit union people. Credit union ideas.
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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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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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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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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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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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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 for Better Money with Elements Financial – where we deliver trusted advice from financial wellness pros to help you make your money – and your life in general – better. We’re a credit union that’s respected locally in Indianapolis, Indiana yet we are accessed globally by our members. We hope to welcome fans near and far to this friendly financial podcast! Federally Insured by NCUA.
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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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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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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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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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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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A branding and marketing podcast for credit union marketers from Braid Creative.
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Conversations with leading credit union executives about career development, industry practices, and secrets for success.
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At the intersection of finance and technology, Fintech Unleased showcases the world of financial technology and its impact on banking. Hosted by Engage fi, the podcast invites subject-matter experts and thought leaders to hold open discussions, participate in interviews, and provide their perspectives on all matters relating to fintech. Discover how startups, incumbents, and tech pioneers are reshaping the industry, and how financial institutions can leverage these developments to drive inno ...
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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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Banking on Credit Unions is your one-stop podcast for the intricate yet intriguing world of Collections, Bankruptcy, and Foreclosure law for Credit Unions. Expertly hosted by Jim Sorenson of SVL Law, we illuminate the complex landscape of these legal areas that can profoundly impact credit unions' trajectory. Each week, we discuss cases, analyze rulings, and unveil legal strategies to inform, empower, and uplift your credit union.
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Trump Election: What It Means for Your Credit Union
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Host: Mark Treichel Guests: John McKechnie and Jeff Pacino Key Topics Discussed: 1. Leadership Changes: - Discussion of Trump's election victory and its potential impacts - Changes in Senate Banking Committee leadership with Sherrod Brown's defeat - Tim Scott expected to chair Senate B…
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Credit Unions, Americans Are Hurting: Our Time Is Now
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Credit Unions, Americans Are Hurting: Our Time Is Now To access this article, and subscribe to the weekly newsletter, visit Tansley Stearns' Curiously Driven Newsletter page.Community Financial
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How to Create a Game-Changing Financial Product
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In a heavily regulated industry like financial services, innovation can seem daunting. There are so many regulatory hoops to contend with, not to mention a fierce aversion to risk. But as Jerome Emanuel, Chief Lending Officer at Alternatives Federal Credit Union has discovered, if you focus on solving a proven problem and finding ways to say yes, t…
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Involuntary Liquidations - NCUA's Enforcement Manual
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers N C U A’s authority to Involuntarily Liquidate a Credit Union. The following is an audio version of N.C.U.A.’s Liquidation authorities. This podcast is educational and is not legal advice. We are sponsored by Credit Union Exam Solutio…
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Episode 80 - Proving Marketing's Worth at Your Bank or Credit Union
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In this insightful podcast episode, Meredith Olmstead, CEO of FI GROW Solutions, and Nida Ajaz, discuss the critical importance of demonstrating the value of marketing within credit unions. They explore common challenges faced by marketers, such as incomplete data, lack of industry knowledge, underfunded budgets, and limited strategic influence. Th…
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Leadership in the Credit Union Mortgage Industry: Overcoming Self-Doubt and Fostering Growth
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What if the key to becoming a leader in the credit union mortgage industry lies in overcoming self-doubt? Join us as we sit down with Nicole Poole, Vice President of Residential Lending at The Police Credit Union, who shares her inspiring journey and the leadership qualities that shaped her career. Nicole's sales mindset and unwavering dedication t…
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One-On-One With Brian Waugaman of Erie FCU
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Mark goes 1-on-1 with Erie FCU CEO Brian Waugaman on various topics in and out of the credit union space. What's it like to live in Erie? How did he navigate becoming CEO after a long tenure at the credit union? What's working and what needs work today? What is Brian's crystal ball on the future? All this and more as Mark Ritter and Brian chat it u…
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Where Is My Team on the GROW Model If Everyone Is Not In The Same Place?
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The Credit Union Leadership Podcast hears you and wants to help you. In our brand new episode format we answer questions from listeners and participants from our courses. We take what you learned from our ServiStar training courses from the classroom and into the real world. In this episode we answer questions from one of our most exciting modules,…
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Discussion on Data Security: What Credit Unions Expect and CUSOs Need to Know
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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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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 50: The Power of V.A. Loans
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Join hosts Brett and Aldina, as they sit down with LMCU's VP of Secondary Marketing, and Veteran, Chad Baehr. Chad speaks to his experiences getting a V.A. mortgage, and helps to debunk some of the myths surround them.Lake Michigan Credit Union
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Dial Into Digital: Transforming Banking with Integrated Communications
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Many FIs struggle with sunsetting communications systems and outdated technology, causing a disconnect across all channels. Integrating communication platforms will enable FIs to streamline processes among employees, customers/members, and partners and create a second-to-none customer experience. Engage FI's Stacey McClure addresses the pain points…
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Understanding VA Loans in Manitowoc & Sheboygan
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The Local Home Loan Experts at UnitedOne explore why VA loans are a great option to homeownership for those that served our country.UnitedOne Credit Union
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Commercial Credit Culture: What Is It and Why It Is So Important
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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 8: Paul Beachnau
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Today’s guest is Paul Beachnau. Paul is enthusiastic about sharing the beauty of Northern Michigan, he’s a dog-lover, a true optimist, and if you are around him, there is a good chance you are having a good time. He is the Executive Director at Gaylord Area Convention and Tourism Bureau, a youthful community that draws strength and security from di…
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Episode 4: Men's Mental Health
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In Episode 4 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 men's mental health and suicide rates. Acknowledging the cultural and societal expectations surrounding masculinity, they explore how these norms contribute to the st…
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c. myers live – The Power of Real-Time Forecasting for CFOs & C-Suite Teams
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As the world continues to change, with a pace that is accelerating day by day, it is more important than ever for CFOs to be aligned with their C-Suite on the financial future of the organization. In this episode of c. myers live, we dive into how to effectively use a forecasting tool in real-time to help CFOs and C-Suite leaders gain clarity on ac…
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Debt Detox: Expert Guidance with Leslie Tayne, Esq
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Join me, Kim Chapman, as I engage in an enlightening conversation with Leslie Tayne, a veteran debt attorney with over two decades of experience in navigating the complicated world of debt management. Ever wondered why quick fixes for debt are often too good to be true? Leslie helps unravel this mystery, revealing why each financial dilemma require…
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Banking’s New Battleground: Scammers, Glitch Exploits, and Digital Abuse
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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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Episode 29 - From Piggy Banks to Paychecks: Financial Strategies for Children
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In this episode, Miranda is joined by four different parents who offer practical tips, real-life examples, and age-appropriate financial strategies to ensure children grow up with a strong financial foundation. They cover Essential conversations to have with your kids about money, effective activities to help children understand spending from a you…
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Empowering the Communities We Serve
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Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Grant Gallagher and Shawn Lubitz are joined by Kelly Watts, Executive Director of the Affinity Foundation. The episode begins with the group sharing a memorable experience they’ve had while volunteering and how it's impacted them. Additional …
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Onboarding and Offboarding at Money 20/20
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Glen’s annual Money20/20 highlights include a detailed update from Paze’s Head of Operations Catherine Murchie, a conversation with Allen Osgood, the founder of featured startup Eisen, and first-person reflections on CFPB Director Rohit Chopra’s unscripted comments regarding the agency’s personal data rights rule. Links related to this episode: Paz…
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Don’t Get Scammed: How to Prevent Financial Fraud (#45)
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Do you know how to protect yourself from financial fraud? Find out in our latest podcast episode with Rebecca Scheidecker, Risk Management Specialist at Leaders Credit Union. Rebecca shares the many ways fraudsters try to steal your money and identity and what signs you need to look out for to protect yourself. Highlights 1:07 - What is the number …
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Estate Planning with Susan Adinamis
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In this episode, Benji is joined by Susan Adinamis of Adinamis and Saunders, P.C. to discuss estate planning. First, they discuss the basics of estate planning and what the everyday consumer should have from an estate plan. Then, they dive deeper into advanced topics, such as the estate tax exclusion. For more information on FORUM Private Client Gr…
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Year-End Charitable Giving Plan
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In this episode we share tips to create your year-end giving plan including how to choose where you give, how you give and the benefits of giving. 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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Risk Appetite and Risk Management Framework
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ 1. Risk Management Framework Components: - Risk Culture - Established by board and management, sets tone from top - Risk Appetite - Formal statements and limits that define acceptable risk levels - Risk Management System - Including the three lines of defense 2. Risk Appetite: - Should…
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Meet the Community Leaders: Tanisha Gary, President of the African American Chamber of Commerce of Central Florida
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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 African American Chamber of Commerce of Central Florida, Tanisha Gary, to learn more about how the African American Chamber of Commer…
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Cyber Security Briefing of the NCUA Board - October 2024
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Show Notes: NCUA Board Cybersecurity Briefing - October 2024 🎙️ With Flying Colors - A Credit Union Examination Podcast Hosted by Samantha Shares Sponsored by Credit Union Exam Solutions Inc. Episode Overview: Join us for a comprehensive breakdown of the NCUA's October 2024 cybersecuri…
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PrimeBank’s Digital Transformation Journey with Tyler Marshall
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In this episode of the Digital Banking Podcast, Josh DeTar sits down with Tyler Marshall from PrimeBank to discuss the bank’s digital transformation journey. Tyler shares how PrimeBank recently undertook a core conversion, challenging traditional banking practices to improve efficiency and better serve their customers. This transformation allowed P…
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Innovative Financial Learning - Zogo
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“Continue to drive impact and innovation for credit unions, to change lives.” - Chuck Long 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 faci…
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In this episode, Get To Know CommUnity Crisis Services through Emma Huntzinger. Get to Know Gives Back is a podcast that connects you to area nonprofits and the incredible services they offer. It is hosted by The Gazette and sponsored by Collins Community Credit Union. https://rewards.thegazette.com/givesback https://builtbycommunity.org/…
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Branches or Digital? We’re Asking the Wrong Question To access this article, and subscribe to the weekly newsletter, visit Tansley Stearns' Curiously Driven Newsletter page.Community Financial
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Gen Z: How to Woo the Most Diverse Generation Yet
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Send us a text While financial institutions across the country want to win over Gen Z, the demographic tends to mystify them. Katrin Kaurov, co-founder and CEO of Frich, is on a mission to help solve both challenges. Katrin talks to Mary about Gen Z stereotypes, techniques that resonate with young adults and rethinking financial literacy. She also …
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CUSO EXAMS What You Need to Know
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18:23
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 7: Teri Kuehn
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Today’s guest is Teri Kuehn. Teri is a professor, a positive influence, someone with an open heart and space for others, and she loves a good spreadsheet. Her journey saw her contributing her expertise to Deloitte, an international firm renowned for its audit services, St. Joe’s Mercy Health System, and she is the Adjunct Instructor at Oakland Comm…
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Crafting Custom Defenses: Jen Lamont on Staying Ahead in Fraud Prevention
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52:35
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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Rate Cuts and Your Wallet
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26:30
How might Federal Reserve rate cuts affect your finances? Tune in as we explore the impact of these rate changes on your wallet. Don't miss out on essential strategies for managing your money in these changing times!
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A Path to Member Prosperity
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Glen speaks with the founders of Starlight and Credit Mountain, two award-winning startups with a goal of smoothing the turbulent patches of consumers’ financial journeys. Also- a first look at the CFPB’s 594-page magnum opus on personal data rights. Links related to this episode: Starlight: https://www.get-starlight.com/ Credit Mountain: https://w…
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Field of Membership NCUA Board Briefing Audio from October 2024 Meeting
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ 🎙️ Episode Summary Join us for an inside look at the NCUA's October 2024 board meeting, where we explore groundbreaking developments in new credit union charters and field of membership expansions. From innovative pilot programs to surging underserved area applications, discover how th…
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National Women's Small Business Month: Female Entrepreneurship in Finance
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In this episode, Virginia Heyburn is joined by Engage fi’s Co-founder & CEO, Jenn Addabbo, to celebrate National Women's Small Business Month. They discuss Jenn’s journey to entrepreneurship, female leadership in a male dominated industry, the unique strengths women bring to the table, and how today’s leaders can support and mentor the next generat…
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NCUA's Focus On Corporate Governance
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Guest Speakers: - Todd Miller - Steve Farrar Key Topics Covered: 1. Definition of Corporate Governance - Set of processes, customs, policies, and laws affecting how a corporation is directed and controlled - Structure of rules, practices, and processes that determine corporate culture …
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Strategic Shifts in Housing and Political Landscapes
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Leah Dempsey and Zach Pfister from Brownstein Hyatt Farber and Schreck, both join us to dissect the high-stakes world of housing policy as voters head to the polls. Learn what's at stake with tax credits for first-time homebuyers and strategies to reduce regulatory burdens, particularly how these proposals might reshape the credit union mortgage in…
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Connective Action: Let’s Change the Trajectory for Survivors of Domestic & Sexual Violence To access this article, and subscribe to the weekly newsletter, visit Tansley Stearns' Curiously Driven Newsletter page.Community Financial
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Episode 3: Cost of Living
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In Episode 3 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 the cost of living and how it can affect one's mental health. This episode, Jessica and Mike explore how increased living expenses contribute to anxiety, depression, …
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Caring for Our Seniors: The Impact of Volunteer Work
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Lynne Jarman-Johnson of Consumers Credit Union interviews Cassandra Stewart of Milestone Senior Services. They discuss the organization's volunteer opportunities, such as Meals on Wheels and the Senior Companion program, which aim to support seniors in the community by providing meals, companionship, and assistance with daily tasks. The conversatio…
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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 6: Andrea LaFontaine
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Today’s guest is Andrea LaFontaine. Andrea is thoughtful and hardworking, and people in her circles depend on her as an honest truth-teller. She is the Robert & Marjorie Griffin Endowed Chair in American Government at Central Michigan University and also the Executive Director for Michigan Trails & Greenways Alliance, with a mission that serves as …
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The Future of Security in Fintech with Parilee Wang, Charles Potts & Joe Cody
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38:50
In this episode of the Fintech Hustle podcast, host Sam Kilmer and co-host Mary Wisniewski sit down with guests Parilee Wang (Alloy), Charles Potts (ICBA, BankTech Ventures), and Joe Cody (Q2) to chat about the exciting world of fintech. They dive into what a typical day looks like for fintech pros, how banking and tech are blending, and why respon…
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The eSignature Shift: Denison State Bank's Success Story
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Heather Deneault, Assistant Vice President at Denison State Bank, tells the story of how DSB moved from a static, cumbersome eSignature product that fell out of use to Kinective SignPlus, leveraging its advanced functionality to drive remarkable growth and efficiency, by meeting their customers where they are. She also gives some valuable advice to…
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