The CUInsight Experience

“Our job is to encourage credit unions to reach underserved markets and show them how it can be a huge growth strategy.” - Cathie Mahon

Thank you for tuning in to episode 199 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.

My guest on today’s show is Cathie Mahon, President and CEO at Inclusiv. Cathie ​​shares her career journey in credit unions that began over 30 years ago. She is deeply rooted in her passion for organizing and empowering underserved communities. From her early days as an intern during a pivotal time in Los Angeles to her leadership role in New York City’s Office of Financial Empowerment, Cathie has been on a mission to ensure financial inclusion for all.

During our conversation, Cathie discusses her experience at the SACCA Congress in Kenya, exploring the global cooperative movement and the significant lessons we can learn from African SACCOs. We discuss the challenges and opportunities within the credit union industry, particularly the role of “hyper-local” credit unions making substantial community impacts. Cathie also mentions the Clean Communities Investment Accelerator and its goal to provide funds to community lenders—helping them lend to clean energy projects in low-income communities.

As we wrap up the show, Cathie shares how she balances work and her personal life, some book recommendations, and the best advice she received. Enjoy my conversation with Cathie Mahon!

Find the full show notes on cuinsight.com.

Subscribe on: Apple Podcasts, Spotify, Stitcher

Books mentioned on The CUInsight Experience podcast: Book List 

How to find Cathie:
Cathie Mahon, President and CEO at Inclusiv
inclusiv.org
Cathie: LinkedIn
Inclusiv: LinkedIn | Facebook | X

“A good leader will create conversation by being honest about what they believe, even if they know people will disagree with it.” - Sekou Bermiss

Thank you for tuning in to episode 198 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.

My guest on today’s show is Sekou Bermiss, Associate Professor of Strategy and Entrepreneurship at the Kenan-Flagler Business School on the campus of the University of North Carolina at Chapel Hill. Sekou is also the next keynote speaker for the upcoming CUInsight Mini-Con: Winter Event. He shares some compelling insights about his journey from a chemical engineer to a well-respected strategist and academic. His unique perspective offers listeners a look into the complex challenges and opportunities facing the credit union industry today.

During our conversation, we discuss the talent shortage, particularly in IT, with Sekou emphasizing how credit unions can appeal to younger generations who are drawn to social responsibility. Sekou explains the significance of being resilient and adaptable in today’s environment, and talks about the common traits in organizations that do that well. Listen as Sekou explains how credit unions can foster resilience and innovation by creating a culture that encourages experimentation—allowing them to remain relevant and thrive amidst constant change.

As we wrap up the show, Sekou talks about trying new things to stay relevant, he lists his current favorite reads and shares his all-time favorite albums. Enjoy our conversation and don’t forget to register for the CUInsight Mini-Con: Winter Event to hear more from Sekou Bermiss!

Find the full show notes on cuinsight.com.

Subscribe on: Apple Podcasts, Spotify, Stitcher

Books mentioned on The CUInsight Experience podcast: Book List 

How to find Sekou:
Sekou Bermiss, Associate Professor at University of North Carolina at Chapel Hill, Kenan-Flagler Business School
kenan-flagler.unc.edu
Sekou: LinkedIn | Instagram
University of North Carolina at Chapel Hill: LinkedIn | Facebook | Instagram | TikTok | YouTube

“Learn to listen and be a collaborator.” - Renée Sattiewhite

Thank you for tuning in to episode 197 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation’s premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.

My guest on today's show is Renée Sattiewhite, President and CEO of the African-American Credit Union Coalition (AACUC). This conversation is held on-site at SACCA Congress in Kenya, surrounded by an influential group of 32 individuals from the U.S. credit union system. Renée shares what inspired her to bring this diverse group to Kenya, stemming from her experiences at previous congresses and her passion for fostering connections and future growth.

During our conversation, Renée talks about the unique insights gained from international perspectives. She shares the vast value of learning from different cultures to improve our practices for the communities we serve. We discuss how ACCOSCA’s commitment to inclusivity is evident through their efforts. Renée discusses strategies for developing a pipeline of diverse leaders and the significance of mentorship in nurturing the next generation. Listen as we explore the joys of international collaboration, the power of community, and the challenges we face as an industry, which also serve as opportunities for growth and lasting change.

As we wrap up the show, Renée shares who she thinks of when she hears the word, success. She shares book recommendations and provides advice to all listeners. Enjoy my conversation with Renée Sattiewhite!

Find the full show notes on cuinsight.com.

Subscribe on: Apple Podcasts, Spotify, Stitcher 

Books mentioned on The CUInsight Experience podcast: Book List 

How to find Renée:
Renée Sattiewhite, President & CEO at AACUC
aacuc.org
Renée: LinkedIn
AACUC: LinkedIn | Facebook | Instagram | X | YouTube

“The biggest thing credit unions need is grit.” - Samantha Beeler

Thank you for tuning in to episode 196 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation’s premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.

My guest on today's show is Samantha Beeler, President of LSCU & Affiliates. Samantha shares the career journey that led her to credit unions and her current role. We discuss the challenges credit unions face while also exploring exciting new ventures and expansion opportunities. Samantha admires the grit and resilience of the credit union industry and how we unite to move our industry forward.

During our conversation, Samantha shares the lasting impact mentors have had on her career and advises those working towards a leadership role. She expresses the value in fostering a culture of openness where where everyone feels valued and heard. When it comes to feedback, the LSCU & Affiliates team shares common language to create a fast to fail, quick to learn culture. Listen as we discuss ways to drive our industry forward through collaboration, innovation, and inspiration.

As we wrap up the show, listen as Samantha shares how she finds harmony in balancing work and family life, some audio book recommendations, and who her favorite superhero is. Enjoy my conversation with Samantha Beeler!

Find the full show notes on cuinsight.com.

Subscribe on: Apple Podcasts, Spotify, Stitcher 

Books mentioned on The CUInsight Experience podcast: Book List 

How to find Samantha:
Samantha Beeler, President of LSCU & Affiliates
lscu.coop
Samantha: LinkedIn
LSCU: LinkedIn | Facebook | YouTube | X

“At the heart of every digital transformation is cultural transformation.” - Michael Crowl

Thank you for tuning in to episode 195 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation’s premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.

My guest on today's show is Michael Crowl, President & CEO of University Federal Credit Union (UFCU). Michael shares his career journey that led him to credit unions and his current role. He shares the value of curiosity and reflects on pivotal experiences that shaped his leadership style. The team at UFCU understands human-centered design in digital transformation and innovates to be compelling, maintain authenticity, and engage members effectively.

During our conversation, Michael shares insights into the evolving financial landscape and emphasizes the need to be compelling and not just relevant in today's fast-paced world. He discusses the importance of transforming technology and culture to maintain authenticity and member engagement. Michael shares the lasting impact mentors have had on his career and advises those working towards a leadership role. Listen as we discuss the value in cultural and digital transformation, the power of curiosity, and authentic leadership that prioritizes others.

As we wrap up the show, listen as Michael talks about a new chapter in his life as empty nesters, energy management, and a book he recommends to everyone. 

Find the full show notes on cuinsight.com.

Subscribe on: Apple Podcasts, Spotify, Stitcher 

Books mentioned on The CUInsight Experience podcast: Book List 

How to find Michael:
Michael Crowl, President & CEO of UFCU
ufcu.org
Michael: LinkedIn
UFCU: LinkedIn | Instagram | Facebook | X | Youtube

“Push the envelope. Don't let your role, your organization, our industry as a whole become stagnant.” - Lauren Culp

Thank you for tuning in to episode 194 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation’s premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.

My guest on today’s show is Lauren Culp, the current President & CEO of CUInsight and soon-to-be ​​Executive Director at the National Credit Union Foundation. Lauren discusses her upcoming career transition and reflects on her time at CUInsight. She shares valuable insights about leadership, communication, career development, and how we can break new ground to grow our industry.

During our conversation, Lauren opens up about the bittersweet nature of leaving CUInsight after five impactful years, reflecting on the accomplishments she's most proud of. She is excited about the people in the credit union industry and the alignment of their goals to help evolve and grow our movement. Lauren shares insights and offers tips on executing strategic plans and getting everyone on board. She emphasizes the importance of listening, collaborating, and fostering a supportive team culture. Listen as we explore the theme of transitions, including the larger shifts happening within the credit union space.

As we wrap up the show, listen in as Lauren shares the best advice she’s been given around feedback, a book she recommends, and inspiration to change the world. Enjoy my conversation with Lauren Culp!

Find the full show notes on cuinsight.com.

Subscribe on: Apple Podcasts, Spotify, Stitcher 

Books mentioned on The CUInsight Experience podcast: Book List 

How to find Lauren:
Lauren Culp, President & CEO at CUInsight
cuinsight.com
Lauren: LinkedIn
CUInsight: LinkedIn | Instagram | Facebook | YouTube | X

“When we take a minute to help ourselves, that leaves us in a better place to support others.” - Robbie Young

Thank you for tuning in to episode 193 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation’s premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.

My guest on today’s show is Robbie Young, VP of Strategic Growth at CUInsight, and advocate for mental health awareness. Robbie shares her story explaining the “why” behind her passion for mental health awareness. She offers heartfelt insights that emphasize why it's so important to have open and honest dialogue around mental health.

During our conversation, We explore practical ways that leaders can initiate conversations, break down stigmas, and create spaces where individuals feel seen, heard, and supported. Robbie shares valuable resources available to credit unions to provide mental health awareness and support their teams. She discusses ways to create a culture that values and recognizes mental health and shares how to measure the effectiveness of our efforts. Listen as we discuss ways to have conversations around mental health, create change for the better, and stay relevant for the future.

As we wrap up the show, listen in as Robbie shares the last time she was amazed during a Global Women’s Leadership Network event, a book she highly recommends, and lets everyone know how much they matter.

Find the full show notes on cuinsight.com.

Subscribe on: Apple Podcasts, Spotify, Stitcher 

Books mentioned on The CUInsight Experience podcast: Book List 

How to find Robbie:
Robbie Young, VP of Strategic Growth at CUInsight
cuinsight.com
Robbie: LinkedIn
CUInsight: LinkedIn | Instagram | Facebook | YouTube | X

“Trust exists at the crossroads of confidence and empathy.” - Pamela Barnum

Thank you for tuning in to episode 192 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation’s premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.

My guest on today’s show is Pamela Barnum, Trust and Nonverbal Communication Expert and keynote speaker for the upcoming CUInsight Mini-Con event. Pamela shares her career journey as a former undercover police officer and federal prosecuting attorney. She leverages her law enforcement background to teach leaders strategies to build trust, improve negotiations, and increase sales through intentional communication and body language. We are so excited to have Pamela as the keynote speaker for the next CUInsight Mini-Con event,  register today!

During our conversation, Pamela discusses the “First” principles of leadership as it relates to tactical influence. She explains how to build and maintain trust along with the crucial role of empathy in leadership. Pamela explores common pitfalls in communication and how leaders can better connect with their teams and members by understanding nonverbal cues and practicing effective listening. Listen as we discuss the power of trust, communication, and empathy to build a stronger, more productive, and more engaged culture.

As we wrap up the show, listen in as Pamela talks about creating routines, journaling, and improving each day along with some books she recommends. Enjoy my conversation with Pamela Barnum.

Find the full show notes on cuinsight.com.

Subscribe on: Apple Podcasts, Spotify, Stitcher 

Books mentioned on The CUInsight Experience podcast: Book List 

How to find Pamela:
Pamela Barnum, Trust and Nonverbal Communication Expert
pamelabarnum.com
Pamela: LinkedIn | Instagram

“As credit unions, what we do and why we do it, is incredibly important.” - Leigh Brady

Thank you for tuning in to episode 191 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation’s premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.

My guest on today’s show is Leigh Brady, President & CEO of State Employees Credit Union (SECU) in North Carolina. Leigh shares her career journey that started at SECU over 36 years ago, having grown through the ranks to becoming the President and CEO. Leigh believes people are our biggest strength and the difference makers within the financial services industry.

During our conversation, Leigh discusses challenges credit unions face today and how we can overcome them. She expresses the value in taking risks and innovating to meet members needs based on feedback. Leigh shares the lasting impact mentors have had on her career and advises those working towards a leadership role. Listen as we discuss the power of people, servant leadership, and innovating to drive our movement forward.

As we wrap up the show, listen as Leigh talks about her dad and his positive impact on others, being intentional with your time, and her book recommendation. Enjoy my conversation with Leigh Brady!

Find the full show notes on cuinsight.com.

Subscribe on: Apple Podcasts, Spotify, Stitcher 

Books mentioned on The CUInsight Experience podcast: Book List 

How to find Leigh:
Leigh Brady, President & CEO of State Employees’ Credit Union
ncsecu.org
Leigh: LinkedIn
SECU: LinkedIn | Instagram | Facebook | YouTube

“We have to listen to people to understand their experience.” - Jill Nowacki

Thank you for tuning in to episode 190 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Velera, formerly PSCU/Co-op Solutions, the nation’s premier payments credit union service organization and an integrated financial technology solutions provider. Velera serves more than 4,000 financial institutions throughout North America, operating with velocity to help its clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services.

My guest on today’s show is Jill Nowacki, Founder, President & CEO of Humanidei. Jill shares how she started her career in credit unions over 20 years ago and reflects on the last five years since Humanidei was developed. Credit unions work with Humanidei to integrate their most important asset, human capital, into organizational growth plans to win the war for talent. 

During our conversation, Jill discusses being optimistic when facing one of the industry’s biggest challenges—the pace of changing complexities in running an organization and how to keep teams aligned and moving forward. She shares the value in providing autonomy to employees and members to create a frictionless and high-performing experience. Jill notes the key to receiving insightful feedback is asking open-ended questions. Listen as we discuss how to remove friction and create more meaningful experiences for employees and members.

As we wrap up the show, listen as Jill talks about self-growth, her excitement for traveling this summer with family, and what book she is getting ready to read with her team. Enjoy my conversation with Jill Nowacki!

Find the full show notes on cuinsight.com.

Subscribe on: Apple Podcasts and Spotify

Books mentioned on The CUInsight Experience podcast: Book List 

How to find Jill:
Jill Nowacki, President & CEO of Humanidei
humanidei.com
Jill: LinkedIn | Instagram | X
Humanidei: LinkedIn | Instagram | Facebook | X