In this episode, Ben and Sue discuss strategic planning—setting long-term goals, aligning resources, and making key decisions about time, budget, and scope. They highlight the importance of defining growth and creating actionable, measurable goals. Ben stresses the need for transparency and facilitation to ensure alignment with the organization’s mission and values. The goal is clarity, where every team knows how to contribute and holds each other accountable.

Christine Whelan, the Purpose Professor at Emory University, helps young professionals discover their purpose, a key theme in Ben and Sue's upcoming book. She advocates for daily purpose statements to align actions with values and encourages leaders to define their own purpose first. Emphasizing a flexible "purpose mindset," she inspires the younger generation to explore their purpose one day at a time.

In this insightful episode, hosts Sue and Ben explore whether we are born with a purpose. Sue believes we each have an inherent purpose, while Ben argues that our understanding of purpose evolves through life experiences. They agree that personal growth and significant events clarify what truly matters.

Sue highlights that a sense of purpose enhances mental and physical health, leading to greater fulfillment. Despite their differing views, they find common ground on the dynamic nature of purpose—a theme they’ll delve into further in their upcoming book.

Join Sue and Ben on this enlightening journey into the nature of purpose!

Ben and Sue break down organizational purpose! Whether you are in business, run a business, in the financial industry, running a non-profit board, or anytime you need tog get people on the same page, ALL of this applies! They also answer questions about the underlying factor of purpose and the importance of finding an organization that you are aligned with.

In this episode Ben and Sue welcome Senior Director of Membership at America’s Credit Unions, award-winning speaker, facilitator, trainer, author, musician, and artist, Chris Morris. Really one of the credit union movement’s true renaissance people. Chris shares his purpose and even offers a couple bonus tips to Ben and Sue to help them finish writing their book!

Stuck trying to do things perfectly? Scared to step out of your comfort zone? Lisa’s here to help! “Don’t focus on perfect, focus on one step at a time and how you can be 1% better.”That is something we can all relate to. Lisa’s journey is truly incredible! From being such a good communicator due to her background in radio, to being in the education industry for 25 years, Lisa found herself in love with the credit union movement of people helping people. This led her to start her own business, SHINE during the pandemic, which fuels her purpose to help people “SHINE” personally and professionally.

Good news! Ben and Sue have made progress on their book. They both agree purpose is the next topic on the agenda to write about but it’s one they haven’t explored yet. Tune in to hear what they’ve learned about purpose!

Listen as Sue and Ben catch up with the keynote speakers at the Wisconsin Credit Union League Convention in LaCrosse in May, 2024.

You'll hear five very short but very informative interviews in one packed episode!

Ben and Sue agree on a lot of things but they quickly came to the realization that they’re pretty far apart on the topic of purpose. They both make great points, just not the same point. Tune in to see how they get on the same page to finish writing the section of the book on purpose.

In this episode Ben and Sue welcome Dean DeCarlo, President at Mission Disrupt. They talk about his goal of helping credit unions to connect with the next generation through better user experience, paid social campaigns, and paid media. Dean also touches on how important data is and how influencer marketing isn’t only for global brands.

You don’t want to miss this one. We appreciate you Dean!