No doubt about it. The CU Space is filled with spectacular people whose stories are too often untold – particularly those of the MANY women in the industry who are driving the kind of change needed in the communities they're an integral part of.

And that, my friends, is precisely why CU Changemakers: Women On Work (WOW) was created. Sponsored by CRMNEXT's Banking on Experience, this podcast launches its first episode today, and we can't wait to share it with the world!

Joining forces to shine light on the unsung heroes of the CU space are Stephanie Smith, Executive Director of America's Credit Union Museum and Jonathan Taylor, CEO of CU Sol – two people incredibly passionate about the movement and the people in it. So let the storytelling begin!

What's covered in our inaugural episode?

• An intro to our hosts, Stephanie Smith and Jon Taylor (JT)
• More about America's CU Museum- the birthplace of the movement
• Past, present, future: why preserving it ALL matters
• Keeping the history alive: an invitation to every CU
• The 'Women in Credit Union History' exhibit (coming Oct. 2022)
• Partners with a purpose: the who behind the podcast
• CU Sol's CU Safe Initiative (and other amazing efforts on the horizon)
• Future guests
• And more

Stay in touch with Banking on Experience podcast series by listening on Apple Podcasts, Spotify, or our website.

Listening on a desktop & can't see the links? Just search for Banking on Experience in your favorite podcast player.

We couldn't be more thrilled about what episode 88 entails!

This month, a new podcast series called CU Change Makers makes its debut, sponsored by CRMNEXT's Banking on Experience. And co-hosting this exciting new collaboration is Stephanie Smith, Executive Director of America's Credit Union Museum.

Stephanie joins us to share more about the Museum's past, present, and future and to offer just a small taste of what you can expect from CU Change Makers. We can't wait for you to get your ears on it!

Topics we covered include:

- How America's Credit Union Museum came to be

- How your CU can take action & get involved

- What the future of the Museum looks like

- Maintaining and developing the credit union story

- Changing the world (yes, really)

- And more

Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.

Listening on a desktop & can't see the links? Just search for Banking on Experience in your favorite podcast player.

Looking to lend more efficiently at your FI? (Does a bear poop in the woods?)

We've got you covered! Brian Geary, President of Linear Financial Technologies is an expert in this area, and he joins me to share top tips—this week on CRMNEXT's Banking on Experience.

Topics we covered include:

- Reviving the SMB Economy through lending: how your FI can help

- The effect work from home has had

- Biggest lending challenges FIs face (and what you can do about them)

- The Open Banking Revolution defined

- How AI helps with efficiency

- The role tech plays

- How the Fintech world plays into this

- And more

Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.

Listening on a desktop & can't see the links? Just search for Banking on Experience in your favorite podcast player.

You've got brand. You've got customer and member experience. But are you focusing enough on the link between the two?

We're talking bridges here, folks. And joining me to offer his expert advice on what steps financial institutions can take is Co-Founder and President of InnerView Group, Chris Wallace—this week on CRMNEXT's Banking on Experience.

Topics we covered include:

• Biggest misconceptions about experience in the financial world
• The role that brand plays
• Measuring experience: foundational steps for FIs
• How your FI can manage branding experience more effectively
• Who owns experience in your org
• Technology's Role
• And more

Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.

Listening on a desktop & can't see the links? Just search for Banking on Experience in your favorite podcast player.

Hear that? Yep, it's 2022 knocking at the door. And, if you're brainstorming how to make this the best year yet for your credit union and its members, we've got some expert advice I think you'll appreciate.

Jordan Beyer, Founder at Organizational Health Solutions, LLC and Grassroots Advocacy Manager for NWCUA is passionate about the CU space and its future.

He sits down with our own Joshua Barclay to discuss how financial inclusion, innovation, tech, and more play a role in helping the credit union movement survive and thrive—this week on CRMNEXT's Banking on Experience.

Topics covered include:

• Jordan's story - why our expert is so passionate about credit unions
• Remaining relevant: top tips for CUs
• Financial Inclusion and the role CUs play
• Profitability: can financial inclusion be a stepping stone?
• Member experience and what Jordan thinks CUs can improve on
• Tech trends and how to weed out what's right for your CU
• Going above & beyond: stories of CUs putting members first
• And more

Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.

Listening on a desktop & can't see the links? Just search for Banking on Experience in your favorite podcast player.

When you get a chance to chat with the CUSO Guru, you grab it! And that's just what CRMNEXT's own Joshua Barclay did at NACUSO's 2021 Conference.

Lucky for our Banking on Experience listeners, he recorded the conversation to share with you!

Guy Messick (the CUSO Guru) has been in the CU Industry for over 35 years. He is currently the CEO of NACUSO Business Services, Inc., and we're thrilled he was willing to share his wisdom.

Topics we covered include:

• The importance of NACUSO's 2021 event and of CUSOs within the CU industry
• How Guy became the Guru: a peek into his history
• Predictions on the impact of recently expanded CUSO powers
• Innovation and Staying Relevant: Top Tips for CUs
• What excites Guy most about his role with NACUSO
• And more

Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.

Listening on a desktop & can't see the links? Just search for Banking on Experience in your favorite podcast player.

Let's be honest – GRC (Governance, Risk Management, and Compliance) gets a bad rap. Your credit union team members don't break for lunch and say, "Hey! Let's play GRC bingo!" But…maybe they should.

Ok, that's a stretch.

But the truth is, this topic is massively important when it comes to your financial institution. And no one can offer better insights around it than Amanda Cohen, Director of GRC Products at Resolver and my guest expert this week on CRMNEXT's Banking on Experience.

Topics we covered include:

• Why Amanda is passionate about GRC
• Shifting mindsets: how your CU can (and should)
• Biggest GRC challenges for credit unions
• Your frontline + GRC: top tips on making them besties
• Better ways your CU can leverage the GRC Team
• How data applies
• The Impact of GRC on Member Experience
• And more

Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.

Listening on a desktop & can't see the links? Just search for Banking on Experience in your favorite podcast player.

Feeling hunted? Not an ideal place for a credit union to find itself, but – for many CUs today – them's the hard facts, folks.

So how can your credit union avoid mergers and acquisitions? And why should you want to? To answer these questions (and many more), I'm joined by CEO of CU Sol, Jonathan Taylor – this week on CRMNEXT's Banking on Experience.

Topics we covered include:

• The whats and whys of CU Sol
• Clarifying: Mergers of Mercy vs. Mergers of Strength
• How CUs get in this spot to begin with
• The Vendor Ecosystem that serves this Industry
• How to ensure there remains a free market
• JT's top tips for CUs
• And more

Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.

Listening on a desktop & can't see the links? Just search for Banking on Experience in your favorite podcast player.

Ready, set, LEAD!

For many, their induction into a leadership role is akin to a polar bear plunge – jump in and hope you don't drown (while smiling for the camera.) Others enjoy the advantage of mentors to guide them more gently into the deep end.

But one thing's true across the board: Becoming the kind of leader that financial institutions need in this ever-changing world isn't easy. That's where Laurie Maddalena comes in.

Laurie is CEO and Chief Leadership Consultant at Envision Excellence, a Certified Executive Coach, and my honored guest this week on CRMNEXT's Banking on Experience.

Topics we covered include:

• Why Laurie is so passionate about cultivating better leaders
• Grooming your org's future leaders: how FIs can help
• Their success = your success (addressing fears around mentoring leaders who'll 'surpass' you)
• Technical expertise vs. Leadership skills: more purposeful talent development
• Laurie's top tips for adjusting your financial institution's approach to leadership
• Embracing feedback + continuing to learn
• And more

Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.

Listening on a desktop & can't see the links? Just search for Banking on Experience in your favorite podcast player.

This week we put our sole focus on Financial Inclusion Week. An entire week dedicated to just that.

Previous episodes from Michael Murdoch, Denise Wymore, Seth Brickman, Whitney Anderson-Harrell, Dan Marquez, and so many more.

• Language barriers
• Serving a younger generation
• Serving an older generation
• Financial Education
• Tackling DEI
• Serving the underserved communities
• Providing financial opportunities for those with no credit score
• Serving members and the community on their terms

We hit on them all throughout this podcast