Grow Your Credit Union

Read the shownotes and full transcript on our site:  growyourcreditunion.com Want to learn more about SBS CyberSecurity?  Watch this video  or visit  SBSCyber.com The credit unions succeeding with AI didn't wait for comprehensive vendor solutions or regulatory clarity. They started asking one question: what can employees do with AI today? In this episode of Grow Your Credit Union, host Joshua Barc...

Read the shownotes and full transcript on our site: growyourcreditunion.com Want to learn more about SBS CyberSecurity?  Watch this video  or visit  SBSCyber.com The top 10 credit unions pay their employees $25,000 more annually than the rest of the industry, but smaller credit unions aren't losing talent wars when they compete on what money can't buy. Culture, flexibility, and growth opportunitie...

Read the full shownotes and transcript on our site:  growyourcreditunion.com Want to learn more about SBS CyberSecurity and TRAC? Watch this video or visit SBSCyber.com Credit unions often wait until CEOs announce retirement to figure out compensation packages, creating situations where merger deals become the path to executive payouts instead of succession planning. The industry that preaches lon...

Read the full shownotes and transcript on our site: growyourcreditunion.com In this episode of Grow Your Credit Union, host Joshua Barclay  and co-host  Becky Reed welcome John Wilkening , EVP and Chief Banking Officer at Tech Credit Union , to explore why small credit unions are choosing extinction over growth, what the Great Recession taught leaders about managing both sides of the balance sheet...

Credit unions promote people into executive roles based on tenure and technical skills, then wonder why leadership feels like amateur hour when the stakes keep getting higher. The industry that prides itself on developing people has somehow forgotten that managing databases doesn't prepare you to manage board dynamics, and knowing compliance doesn't teach you to read the room. In this episode of G...

Head over to growyourcreditunion.com to see all of our episodes and full transcripts. How does your board member selection process compare to your hiring procedures for other positions? Many credit unions have detailed vetting for staff roles that includes background checks and multiple interviews. Could similar rigor benefit board recruitment? In this episode, hosts Joshua Barclay and Becky Reed...

Credit unions pride themselves on member service, yet they systematically withhold information about products that could save members thousands annually. In this episode, hosts Joshua Barclay and Becky Reed welcome Anand Solanki, CFO and head of product management at Citadel Credit Union, to explore why the shift from service to sales culture starts with purpose, how Silicon Valley product thinkin...

Your apps are better, your processes smoother, your metrics stronger. But as members go increasingly digital, are you accidentally engineering yourself out of their lives? In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Tim Schmitt , Chief Experience Officer at PFP Services , to explore why the biggest member experience mistake might be hiding in plain...

Read the full show notes and full transcript on growyourcreditunion.com   When conditions get unpredictable, staying boring can be the boldest move if it's part of a broader strategy. In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed are joined by Kevin Dougherty , COO at Addition Financial Credit Union , to break down how his team is adapting, from strengthenin...

Note: At the time of recording, Pam Cohen held the position of Chief Administrative Officer at Affinity Federal Credit Union. She has since transitioned to the role of Chief Operating Officer. All links and a full transcript can be found on growyourcreditunion.com. Some credit unions are waiting years to fix broken tech stacks. Others are launching AI tools in a weekend and proving that speed isn'...

Some credit union leaders still treat the NCUA like an adversary—or an oracle. But the truth is, regulators are paying attention, especially when the feedback is thoughtful, specific, and backed by real solutions. In this episode of Grow Your Credit Union , host Joshua Barclay  and co-host Becky Reed are joined by guest Elizabeth Eurgubian , former Director of External Affairs and Policy Advisor t...

Some credit union leaders are building small business programs, investing in community growth, and doing the hard work. Others are still hiding behind "we can't"—and it might be costing the industry its future. In this episode of Grow Your Credit Union, host Joshua Barclay is joined by co-host Becky Reed and guest John Holt, CEO of Nutmeg State Financial Credit Union, to talk about the controversy...

Check out the post for this episode of Grow Your Credit Union. In this episode of Grow Your Credit Union, host Joshua Barclay is joined by co-host James McBride , CEO, Connects Federal Credit Union and guest Michael Powers , CEO of Garden Savings Federal Credit Union . Together, they discuss the following: Which regulations do the most harm,  How to make financial advice stick digitally, and  How...

Credit unions talk about being community-focused. But what if real connection meant showing up in the moments that matter, like when someone's buying groceries? In this episode of Grow Your Credit Union, host Joshua Barclay is joined by co-host Becky Reed and guest Jennifer Borowy , President and CEO of Michigan First Credit Union to talk about how mentorship can accelerate leadership, what lesson...

Too often, payday lenders are easier to find than a credit union. What if we flipped that script and brought financial services straight to the communities being exploited? In this episode of Grow Your Credit Union, host Joshua Barclay is joined by co-host Becky Reed and guest Michael Crowl , President and CEO of University Federal Credit Union to talk about: How UFCU is beating industry trends wi...

Live from NACUSO Reimagine in Las Vegas, this episode tackles one of the most disruptive weeks in credit union oversight, offering a real-time gut check on leadership, advocacy, and opportunity in a time of uncertainty. In this episode of Grow Your Credit Union, host Joshua Barclay is joined by co-host Becky Reed and guest Dan Daggett, Chief Strategy Officer at Credit Unions First, to talk about t...

In a time when speed matters and trust is everything, the right partnership can be the difference between steady growth and a breakout year. In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed and guest Mike Valentine, President and CEO of Baxter Credit Union, to talk about the power of partnerships, why branch expansion still matters, and how vendors can break th...

Credit unions have long been risk-averse by design, but today's environment is pushing the industry to think less about what's safe and more about what's best for the member. That shift, from compliance-first to consumer-centric, is reshaping everything from governance to payments to technology strategy. In this episode of Grow Your Credit Union , host Joshua Barclay is joined by guest co-host Sta...

With policymakers revisiting the debate over credit unions' tax exemption, what's at stake for the industry? And if the exemption were to disappear, would it really be as damaging as some fear? In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Michael Goad, President and CEO of Dow Credit Union, to discuss why credit unions are buying banks, the impacts...

Revenue isn't the goal. It's the proof that a credit union is delivering real value to its members. But in a rapidly changing landscape, how do credit unions continue to raise the bar on member experience while staying true to their mission? In this episode of Grow Your Credit Union , host Joshua Barclay and co-host Becky Reed welcome Stacy Armijo, Chief Experience Officer at Amplify Credit Union...

In this episode of Grow Your Credit Union , host Joshua Barclay and co-host Becky Reed welcome Jim Ahrens , Chief Value Officer at PFP Services , to dive deeper into the challenges and strategies behind effective outbound marketing. Picking up from Episode 27, we talk about where outreach efforts still fall short, how credit unions can shift toward a true service-driven culture, and which metrics...

What happens when you mix tech innovation, multigenerational teams, and key performance metrics? You get a conversation credit union leaders can't afford to miss. Recorded Live at the FUEL Future Summit 2025 in Detroit, Michigan, host Joshua Barclay and guest co-host Elizabeth Osborne , COO, Great Lakes Credit Union welcome special guest Shawn Premer , Chief Human Resources Officer at Consumers Cr...

In this episode of Grow Your Credit Union , host Joshua Barclay and co-host Becky Reed welcome Bill Snider, Chief Strategy & Innovation Officer at Clearview Federal Credit Union , to discuss three timely topics shaping the future of credit unions. The Struggles of Digital Literacy Are tech-savvy team members getting harder to find? Despite living in a high-tech era, Bill believes digital literacy...

Are Credit Unions Missing the Mark on Branding? In this episode of Grow Your Credit Union , host Joshua Barclay and co-host Becky Reed welcome Bethany Dutcher, VP of Marketing at Members First Credit Union , to explore three critical topics that could shape the way your credit union presents itself to the world. Five Brand Killers Discover why a lack of ownership, consistency, storytelling, real d...

Are Credit Unions Undervaluing Outreach? In this episode of Grow Your Credit Union , host Joshua Barclay and guest co-host James McBride, CEO of CONNECTS Federal Credit Union, welcome David Sussman, CEO of PFP Services, to explore strategies for more meaningful member engagement and sustainable growth. Together, they tackle three key areas: Build Trust Before You Call: Discover how a thoughtful, t...