CUES
CUES Podcast
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 directory, you can connect listen to the show at www.cumanagement.com/podcasts. Not a CUES member? Learn...
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Episodes
CUES 37: Meet the 2017 NTCUE Finalists, an interview with Geoff Bullock 14.09.2017 13:50
In this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. Bullock is financial education specialist at Firefly Credit Union, Burnsville, Minn., and one of five NTCUE Finalists.
CUES 38: Meet the 2017 NTCUE Finalists, an interview with Lindsey McMillen 14.09.2017 10:41
In this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. McMillen is business systems analyst at Y-12 Federal Credit Union, Oak Ridge, Tenn., and one of five NTCUE Finalists.
CUES 36: Meet the 2017 NTCUE Finalists, an interview with Jessica Vartanian 13.09.2017 15:51
In this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. Vartanian is the vice president project implementation and impact at Red Rocks CU, Littleton, Colo., and one of five NTCUE Finalists.
CUES 35: Meet the 2017 NTCUE Finalists, an interview with Derek Fuzzell 12.09.2017 10:44
In this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. Fuzzell is vice president of finance at Northwest Federal Credit Union, Herndon, Va., and one of five NTCUE Finalists.
CUES 34: Straight Talk About Tech for Directors, an interview with Terence Roche 03.09.2017 6:42
Join us as we discuss the trend toward mobile, key questions boards need to ask their executive teams about technology spending, and a big-picture overview of card income. Roche is principal of Cornerstone Advisors Inc., Scottsdale, Ariz., CUES’ strategic provider of technology and ERM services.
CUES 33: A World Perspective on Digital Adoption and Digital Innovation, an Interview with JP Nicols 21.08.2017 17:16
In this episode, we will gather a world perspective on digital adoption and digital innovation, understand what stimulates innovation for the financial services market, and discover the distinction between leaders, learners, and laggarts. Nicols is a former financial services executive, managing director of the FinTech Forge, chairman of Next Money, and speaker at CUES CEO/Executive Team Network,...
CUES 32: Recruiting Leadership, an interview with Tony Kirschner 04.08.2017 30:03
In this episode, we will discuss the different types of search firms and how they work, the various roles that executive search firms play, and the advantages and disadvantages they offer. Kirschner is partner at Davies Park Executive Search, a leading Canadian executive search firm with offices in Vancouver, Edmonton, Calgary, and Toronto.
CUES 31: Executive Compensation Survey, an interview with Michael Becher 23.07.2017 20:26
In this episode, we will discuss the purpose of salary surveys, trends in credit union executive compensation, and how to obtain and best use survey results. Becher is vice president of Industry Insights, Inc.
CUES 30: Brand Building, an interview with Denise Lee Yohn 17.07.2017 22:06
In this episode, we will define brand as a business, the changes in brand building strategies, and some of the biggest challenges organizations face to communicate their brand effectively. Lee Yohn is a brand-building expert and author of the bestselling book, What Great Brands Do: The Seven Brand-Building Principles that Separate the Best from the Rest.
CUES 29: Risk Appetite, an interview with Ancin Cooley 10.07.2017 21:15
In this episode, we will discuss why credit unions should develop risk appetite statements, what are the risks and benefits, and what is needed to implement them at your credit union. Cooley is principal at Synergy Credit Union Consulting, Inc.
CUES 28: Negotiation, an interview with Chris Voss 26.06.2017 31:24
In this episode, we will discover what it takes to be more effective negotiators from former FBI kidnapping and hostage negotiator, Chris Voss. Voss is the author of Never Split the Difference: Negotiating as If Your Life Depended on It and featured speaker at the 2017 CUES CEO/Executive Team Network.
CUES 27: Consumer Lending, an interview with Brett Christensen 20.06.2017 14:39
Join us as we discover the attributes and responsibilities of lending managers, loan growth strategies, and loan product features and rate design suggestions. As the owner of CU Lending Advice, LLC, Christensen works directly with credit unions in the U.S and Canada as a consultant and teacher specializing in various lending topics. He is also the instructor at CUES School of Consumer Lending.
CUES 26: Retail Experience, an interview with Ruth Kapcia 15.06.2017 9:58
In this episode, we will explore considerations for retail experience as part of the overall branding and marketing efforts and targeting on what branding means for an organization. Kapcia is the director of retail experience for Weber Marketing Group and serves as one of the faculty members at the CUES School of Strategic Marketing II.
CUES 25: Brand Strategy, an interview with John Mathes 08.06.2017 14:09
In this episode, we will identify your return on marketing efforts, defining brand, and the driving forces behind branding. Mathes is the director of brand strategy for Weber Marketing Group and serves as one of the faculty members at the CUES School of Strategic Marketing.
CUES 24: Board Compensation, an interview with Matt Fullbrook 23.05.2017 27:06
Join us as we discuss the roles and responsibilities of credit union boards today, compensation for the board and the risks and benefits they face. Fullbrook is the manager of the Clarkson Centre for Board Effectiveness at the Joseph L. Rotman School of Management, University of Toronto and faculty member at CUES Governance Leadership Institute™.
CUES 23: Next Top Credit Union Exec, an Interview with Shannon Cahoon 15.05.2017 16:15
Join us as we dive deeper into the NTCUE experience. We will discuss the NTCUE process, tips for those looking to join the challenge and the benefits that come from the competition. Cahoon is the community outreach coordinator at Fibre Federal Credit Union and the 2016 NTCUE Winner.
CUES 22: CUES' Strategic Innovation Institute, an interview with Huggy Rao 11.05.2017 14:48
In this episode, we’ll define and explore scaling up excellence, the most common mistakes organizations make in scaling and get an insider take on the Strategic Innovation Institute. Rao is Atholl McBean professor of organizational behavior and human resources, director of the managing talent for Strategic Advantage Executive Program and the co-director of the Customer-Focused Innovation Executive...
CUES 21: Member Experience, an Interview with Mike Neill 01.05.2017 22:57
Join us as we discuss the critical drivers of member experience, how to excel and identify areas of improvement. Neill is the president and founder of Michael Neill & Associates, Inc. and creator of ServiStar as well as one of the instructors at the CUES School of Member Experience.
CUES 20: Strategic Growth, an interview with Stephen Morrissette 17.04.2017 29:21
In this episode we will discuss the training and teaching at CUES Strategic Growth Institute at the University of Chicago Booth School of Business. Join us as we uncover merger trends both inside and outside the industry, challenges CU’s face and outline Strategic Growth Institute. Morrissette is the adjunct associate professor of strategic management at the University of Chicago Booth School of B...
CUES 19: Innovating with CUSOs, an interview with Linda Bodie 03.04.2017 24:49
As part of CUES on CUSO’s month-long focus on credit union service organizations, in this episode we speak to Linda Bodie, CEO and chief innovator at Element Federal Credit Union. Linda works with several CUSOs to make her small credit union act big. We will learn more about CUSO’s, their impact on the industry and what partnering can mean for your CU.
CUES 18: Social Media Strategy, an Interview with Charlotte Boutz 20.03.2017 22:05
In this episode, we will explore the role of social media within branding strategy; consider utilizing social media to drive engagement and culture building; discover tips for managing and resourcing social media from a tactical level; and discuss the value of revisiting your current policies and training. Boutz is the director of client experience and the social media strategist for Weber Marketi...
CUES 17: Improving Member Experience, an Interview with Butch Leonardson 01.03.2017 9:56
In this episode, we will learn how to improve member experience through the development of an innovation pipeline, learn how to implement it throughout your entire organization and identify your organizations’ pain points. Leonardson is a recognized information technology leader and heads Cornerstone Advisors Inc.
CUES 16 : Empowering Ethical Board Decisions, an Interview with Richard Powers 20.02.2017 11:50
In this episode we will identify the factors that may breakdown decision making by the board, the maintaining of ethics and the role they play in CEO compensation planning. Powers is lead instructor for the CUES Governance Leadership Institute.
CUES 15: Professional Development, an interview with Christopher Stevenson 13.02.2017 10:13
CUES 15: Professional Development, an interview with Christopher StevensonJoin us as we explore a brief history of online learning and its evolution as well as the emerging delivery methods for education. Stevenson is the SVP/Chief Learning Officer here at CUES.
CUES14: Digital Payments, an interview with Sundeep Kapur 06.02.2017 8:21
CUES14: Digital Payments, an interview with Sundeep Kapur. In this episode, we will explore the world of digital payments and identify what credit unions can do to compete against companies like Pay Pal and fintech. Kapur is the consultant and founder
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