The Insider Forum

Join Stacey Bryant, Director of Business Development at Cornerstone Advisors, as she tackles the challenges and opportunities shaping today's credit unions. From succession planning and leveraging data to reaching underserved communities, this episode explores key strategies for staying true to credit union values while adapting to new generations and driving sustainable growth. Tune in for action...

Eric Berg, Co-Founder and President of NetGiver, shares valuable insights on how credit unions can harness cause marketing to strengthen community ties and amplify their impact. Discover the innovative NetGiver platform, which empowers credit unions to sponsor donations, enhancing member loyalty while supporting local nonprofits. The discussion dives into generational giving trends, leveraging dat...

Sean Thornton, Managing VP at Robert Half, delves into the key challenges facing credit unions today. In this episode, you'll explore the talent shortages caused by retirements, the crucial role of succession planning, and effective strategies to attract and retain specialized professionals in roles like CFOs and risk management. Tune in to discover how flexibility, agility, and innovative hiring...

John Deering from Capstone Strategic explores the transformative power of credit union service organizations (CUSOs) in helping credit unions deepen member engagement, diversify income streams, and achieve strategic growth. This episode features insights on prioritization, risk-taking, and practical tools like adjacency mapping to guide long-term success. Learn how CUSOs empower credit unions to c...

Renee Fry, CEO, and Julie Fry, CMO of Gentreo, discuss how their innovative platform is making estate planning affordable, accessible, and tech-savvy. From digital vaults to lifelong solutions, Gentreo supports individuals and families through life's big moments while empowering credit unions to offer valuable tools that protect what matters most. Discover how this dynamic duo is revolutionizing a...

Gregg Rosen, President of the NES Group, joins the Insider Forum to discuss how NES works with financial institutions on their building and branding. Rosen prides himself and the NES Group on listening to credit unions' pain points and guiding them towards successful strategic plans. Through these processes, NES Group is committed to thinking differently, adapting to changes, and providing unique...

John Deering of Capstone Strategic joins the Insider Forum to discuss their focus on helping credit unions with strategic planning and external growth initiatives. Capstone specializes in growth and planning areas, such as mergers, partnerships, and fintech collaborations. Dearing emphasizes the importance of having a structured approach and highlights a recent project where Capstone assisted a cr...

Kathy Orovitz of Navigant Credit Union, joins the Insider Forum to reflect on her one-year anniversary of being CEO. Orvitz discusses her journey from an 18 year old teller to CEO, and emphasizes the balance between planned transformations and adapting to economic challenges. The conversation touches on Orvitz's experience as a female CEO, community engagement, and Navigant's future vision.

Vanessa Kuduk, VP of Lending at Members Credit Union, joins the Insider Forum to discuss her immigrant journey and Members Credit Union's mission to serve Hispanic and immigrant populations in Connecticut. Kuduk highlights the commitment to breaking barriers, ensuring financial access, and celebrates MCU purchasing its first building after 85 years of renting!

James Higgins, President and CEO of Skyline Financial Credit Union in Connecticut, joins the Insider Forum to highlight Skyline Financial Federal Credit Union's focus on grassroots community outreach, innovation, as well as a deep commitment to inclusivity. Higgins also notes the credit union's recent infrastructure upgrades, education series launch, and the other successful membership impact init...

Gautman Ajjarapu, Co-founder and CEO of Glide, and Kyle Stutzman, Co-founder and CEO of Janusea, join the Insider forum to discusses their new collaboration. Glide focuses on creating a frictionless account opening platform for credit unions, aiming to streamline the process and attract younger members. Janusea complements Glide by simplifying integrations with core systems, eliminating barriers,...

Bryce Jackson, MemberClose COO, joins the Insider Forum after launching the new Mortgage Academy educational program at APEX 2023. Jackson highlights the comprehensive 8-module curriculum that aims to enhance expertise in real estate lending, covering topics such as consumer rights, credit reports, and debt-to-income ratios. Hear how the Mortgage Academy provides an affordable and flexible educati...

Kyle Kubiak, Business Development Manager of Viclarity, joins the Insider Forum to highlight the significance of staying informed and compliant in a dynamic regulatory landscape. Kubiak outlines the array of services ViClarity offers CCUA member credit unions, and emphasizes the importance of compliance, regulatory information, and education.

Nick Leonard, Senior Vice President of Posh, joins the Insider Forum to emphasize Posh's focus on language-based artificial intelligence chatbots for effective communication with credit union members. Leonard highlights the accessibility and affordability of Posh's AI services for smaller credit unions, providing examples of successful implementation with Somerville Federal Credit Union.

Kyle Wayland, Director of Sales at National Credit Center, joins the Insider Forum to share that NCC helps credit unions reduce costs associated with pulling credit reports by leveraging their partnership with all three credit bureaus. Wayland emphasizes that the goal is to save credit unions money, allowing allocation of those savings to member-driven initiatives.

Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before.

Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before.

Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before.

Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before.

Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the ex...

Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the ex...

Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the ex...

Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the ex...

Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America's Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before. The new exhibit premiered at the ACUM 20th Anniversary celebration in September 2022. In addition to a physical display at the museum, the ex...