“Everyone has their niche.” - Keith O'Neil

Thank you for tuning in to episode 171 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business, the most comprehensive one-stop shop for business purchasing.

My guest on today's show is Keith O'Neil, President & CEO at Johns Hopkins FCU (JHFCU). Keith was introduced to credit unions at a young age through family and became even more involved in college. He empowers his employees and is a mental health advocate, expressing its importance in workplaces. Keith and the JHFCU team continue to focus on their members, their community, and their impact on the credit union industry.

During our conversation, Keith and I talk about finding your own path in the credit union industry and building connections. He shares the lasting impact mentors have had on his career, and gives advice to those working towards a leadership role. Keith brings attention to the need for spaces to discuss the correlation between mental and financial health. Listen as we discuss the power of mentorship, transparency in relationships, and teamwork as empathy.

As we wrap up the show, listen in as Keith talks about recent events that left him amazed through risk-taking, advice from his mother, and his love for music. Enjoy my conversation with Keith O'Neil!

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 Keith:
Keith O'Neil, President & CEO at Johns Hopkins FCU
[email protected]
jhfcu.org       
Keith: LinkedIn
JHFCU: LinkedIn | Twitter | Facebook | Instagram

“What we do impacts people’s lives daily.” - Nathan Cox

Thank you for tuning in to episode 170 of The CUInsight Experience podcast. This episode is brought to you by Amazon Business. With the value and convenience of Amazon, plus innovative tools and features, purchasing leaders in credit unions can reduce costs, save time, maintain control, and efficiently scale operations. Amazon Business is the most comprehensive one-stop shop for business purchasing.

My guest on today's show is Nathan Cox, President and CEO at InRoads Credit Union. Nathan shares his career journey in financial services that led him to where he is today. He empowers his team and community with servant leadership and empathy. Nathan and the InRoads team continue to focus on their community and expand their services, talent, and contributions to the credit union industry.

During our conversation, Nathan and I talk about career building and the importance of relationships, opportunities, and self-awareness. He shares the lasting impact mentors have had on his career, and gives advice to those working towards a leadership role. Nathan uses an escalator analogy to talk about promotions and lateral moves when pursuing a career. Listen as we discuss skill acquisition, community engagement, and leadership lessons.

As we wrap up the show, listen in as Nathan talks about his first job, his view on balancing work and personal life, and his inspiring family. Enjoy my conversation with Nathan Cox!

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 Nathan:
Nathan Cox, President and CEO at InRoads Credit Union
[email protected]
inroadscu.org       
Nathan: LinkedIn
InRoads:  LinkedIn | Twitter | Facebook | Instagram

“One of the things that makes credit unions so beautiful is that people are willing to share.” - Randall Smith

Thank you for tuning in to episode 169 of The CUInsight Experience podcast. This episode is brought to you by PSCU, the nation’s premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.

In this episode, the tables are turned as Randall Smith, Co-founder of CUInsight is the guest and Jill Nowacki, President and CEO of Humanidei, is the host. As one of the co-founders of CUInsight he looks for innovative ways to spread the credit union message, connect people, and keep the credit union community informed. Randy is a continuous learner and his curious mind is not afraid to test the waters. Randy shares why he loves hosting The CUInsight Experience podcast and expresses excitement in what’s to come.

During the conversation, Jill and Randy talk about his experience hosting this podcast the last five years. They reflect on a previous episode recorded together and discuss the importance of intentional living from two perspectives, “yes or no” and the value found in each. Randy gives advice on asking questions, and not stopping after the first, “why” to dig deeper and figure out what’s next. Listen as they discuss making decisions based on what lights you up in life and pursuing your interests.

As we wrap up the show, listen in as Randy shares the last time he was truly amazed, which books he recommends, and how he defines success. Enjoy their conversation!

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 Randall:
Randall Smith, Co-founder at CUInsight
[email protected]
cuinsight.com       
Randall: LinkedIn | Twitter
CUInsight: LinkedIn | Twitter | Facebook | Instagram

“We have the ability to make a direct, tangible difference in the lives of people.” - Heather McKissick

Thank you for tuning in to episode 168 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation’s premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.

My guest on today's show is Heather McKissick, President and CEO at CUES. Heather shares her career journey comprised of mission-driven organizations which led her to where she is today. CUES is the leading talent development solutions provider to the credit union industry. Heather believes credit unions have the ultimate ability to make a tangible and intangible difference in people’s lives.

During our conversation, Heather and I talk about how credit unions can remain viable and relevant while staying member-centric. She shares the lasting impact mentors have had on her career, and the value of feedback through mentoring. Heather expresses the importance of creating a collaborative and facilitative environment for leaders to serve and guide their teams successfully. Listen as we discuss ways to remain viable in today’s economy while continuing to drive our movement forward.

As we wrap up the show, listen in as Heather talks about her insightful experience in Botswana, how she balances her personal and professional life, and her grandmother’s successful legacy. Enjoy my conversation with Heather McKissick!

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 Heather:
Heather McKissick, President and CEO at CUES
[email protected]
cues.org         
Heather: LinkedIn
CUES: LinkedIn | Facebook | Twitter | Instagram

“The greatest leaders are people builders.” - Ronaldo Hardy

Thank you for tuning in to episode 167 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation’s premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.

My guest on today's show is Ronaldo Hardy, President & CEO at NACUSO. Ronaldo shares his career journey in financial services that led him to where he is today. Ronaldo describes NACUSO as a unique experience and opportunity for credit unions, CUSOs, fintechs, and credit union service partners to come together to advance collectively. The team works to drive innovation and collaboration for the credit union industry.

During our conversation, Ronaldo and I talk about how collaborating is the pathway for progress. Ronaldo explains how CUSOs can help the industry leverage opportunities collectively. He shares the lasting impact mentors have had on his career, and gives advice to those working towards a leadership role. Listen as we discuss recent trends, community impact, and relationship building and management.

As we wrap up the show, listen in as Ronaldo shares how excited he is for his new role and the future of the movement, how he keeps his bond with his wife and children strong, and why his mom is his inspiration. Enjoy my conversation with Ronaldo Hardy!

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 Ronaldo:
Ronaldo Hardy, President & CEO at NACUSO
[email protected]
nacuso.org         
Ronaldo: LinkedIn
NACUSO: LinkedIn | Facebook | Twitter

“Collaborate to create a future where credit unions are thriving.” - Mara Humphrey

Thank you for tuning in to episode 166 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation’s premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.

My guest on today's show is Mara Humphrey, President & CEO at the Minnesota Credit Union Network. Mara shares her career journey that started in politics and led her to where she is today. The Minnesota Credit Union Network is the state trade association for Minnesota’s credit unions. Mara is focused on creating a culture of collaboration within the credit union industry and evolving to stay ahead.

During our conversation, Mara and I talk about the bright future of the credit union industry. She shares the lasting impact mentors have had on her career, and gives advice to those working towards a leadership role. Mara expresses the importance of a collaborative culture so credit unions can be more nimble and continue to meet the needs of the changing financial services landscape. Listen as we discuss ways to invest in credit union culture and stay true to a vision.

As we wrap up the show, listen in as Mara talks about her amazing team, how her family keeps her grounded, and what hobby helps her relax. Enjoy my conversation with Mara Humphrey!

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 Mara:
Mara Humphrey, President & CEO at the Minnesota Credit Union Network
[email protected]
mncun.org         
Mara: LinkedIn
MNCUN: LinkedIn | Facebook | Instagram | Twitter

“Be that person who is in a constant state of learning.” - Lisa Pesta

Thank you for tuning in to episode 165 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation’s premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.

My guest on today's show is Lisa Pesta, President & CEO of Meriwest Credit Union. Lisa has been a part of the Meriwest family for over two decades, having grown through its ranks to recently becoming the President & CEO. Coming from a background in HR, Lisa has a unique perspective on the power of collaboration and building company culture. She is excited for the future of the industry and believes credit unions must collaborate to continue driving forward.

During our conversation, Lisa and I talk about continuously learning and developing passionate credit union teams. She shares the lasting impact mentors have had on her career and life, and how she pays it forward to the next generation. Lisa is deeply invested in understanding the dynamics of a positive working environment that encourages collaboration and excellence from all team and board members. Listen as we discuss ways to keep the credit union industry collaborative and inclusive.

As we wrap up the show, listen in as Lisa talks about her four successful kids, her favorite album, and her dad’s inspiring story. Enjoy my conversation with Lisa Pesta!

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 Lisa:
Lisa Pesta, President & CEO of Meriwest Credit Union
[email protected]
meriwest.com
Lisa: LinkedIn
Meriwest: LinkedIn | Facebook | Instagram | Twitter

“Let’s change the world and do it together.” - Gerry Singleton

Thank you for tuning in to episode 164 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by PSCU, the nation’s premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.

My guest on today's show is Gerry Singleton, President & CEO of the Montana Credit Union Network (MCUN). Gerry shares the career journey that led him to credit unions 25 years ago. His journey began with TruStage, formerly known as CUNA Mutual Group and today he continues to foster his impact working with MCUN to support and serve credit unions and their members in Montana. He is excited for the future and believes credit unions can provide solutions for people and communities through collaboration.

During our conversation, Gerry and I talk about embracing collaboration to empower the credit union industry, globally. He talks about the power of mutual support and helping financial institutions across the industry become more relevant and effective. Gerry shares the lasting impact mentors have had on his career and life, and how he pays it forward to the next generation. Listen as we discuss ways to connect dots within the credit union industry and continue driving forward.

As we wrap up the show, listen in as Gerry talks about his word of the year and how he puts it to action, his book recommendations, and his love for 1920s musical artists. Enjoy my conversation with Gerry Singleton!

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 Gerry:
Gerry Singleton, President & CEO of the Montana Credit Union Network
[email protected]
mcun.coop         
Gerry: LinkedIn
MCUN: LinkedIn | Facebook | Instagram | Twitter

“We’re in the people business, we’re not in the money business.” - Tricia Szurgot

In episode 163 of The CUInsight Experience podcast, host Randy Smith, a co-founder of CUInsight.com, sits down with Tricia Szurgot, President and CEO of Securityplus FCU.

This episode is brought to you by CUES, the credit union industry’s leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your credit union. Register today!

In this episode I engage in a thought-provoking conversation with Tricia Szurgot, a seasoned credit union professional known for her innovative thinking and transformative leadership. The episode, titled "Think Infinite," offers an inspiring glimpse into Szurgot's journey and her views on driving positive change within the industry.

As the president and CEO at Securityplus Federal Credit Union, Tricia Szurgot brings a wealth of knowledge and experience to the podcast. Her passion for cultivating exceptional member experiences and embracing technology to enhance credit union operations shines through in her thought-provoking insights.

During the podcast, Szurgot and I delve into a range of topics, exploring her unique perspective on innovation, the role of technology, and the importance of collaboration within the credit union community. Szurgot shares her vision of creating infinite possibilities for credit unions and challenges conventional thinking, encouraging professionals to embrace change and push boundaries.

Szurgot's "Think Infinite" mindset revolves around exploring new frontiers and breaking free from the limitations of traditional practices. She emphasizes the need for credit unions to adapt to rapidly evolving member expectations and embrace emerging technologies, such as artificial intelligence and blockchain, to stay ahead of the curve.

Recognizing the power of collaboration, Szurgot stresses the importance of building meaningful partnerships within the credit union ecosystem. By joining forces, credit unions can leverage shared resources, expertise, and data to deliver exceptional member experiences and compete with larger financial institutions.

Episode 163 of The CUInsight Experience podcast featuring Tricia Szurgot is a must-listen for credit union professionals and enthusiasts. Szurgot's unwavering commitment to innovation, her emphasis on technology-driven transformation, and her advocacy for collaboration highlight the path toward a vibrant and sustainable future for credit unions. Through her inspirational words, Szurgot encourages listeners to embrace infinite thinking, challenge the status quo, and unlock the limitless possibilities within the credit union industry.

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 Tricia:
Tricia Szurgot, CEO at Securityplus FCU
[email protected]
securityplusfcu.org         

“We believe in credit unions.” - Bob Trunzo 

In episode 162 of The CUInsight Experience podcast, host Randy Smith, a co-founder of CUInsight.com, sits down with Bob Trunzo, President and CEO of TruStage, (formerly CUNA Mutual Group).

After the recording of this episode Bob announced his retirement. You can read all about that here and learn who will be taking the reins from Bob this fall. Congratulations Bob!

This episode is brought to you by CUES, the credit union industry’s leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your credit union. Register today!

In this insightful conversation with Bob Trunzo, he recounts his career journey at CUNA Mutual Group, culminating in their recent rebranding to TruStage. TruStage, a mutual insurance company, has a global reach, providing insurance, investments, and cutting-edge technology to credit unions and their members. The team at TruStage sees this brand change as a prime opportunity to enhance their service and strengthen the credit union movement.

During our discussion, Bob shares his insights on the rebranding process and adapting for the future while remaining dedicated to the credit union industry. We delve into the significance of delivering a seamless experience for members and the necessity of adaptability to maintain relevance. Bob also reveals the most impactful investment he made in his career and the invaluable role of having mentors by his side. He underscores the importance of listening as a leader to gain diverse and valuable perspectives. Join us as we explore the future of TruStage, its unwavering commitment to credit unions and their members, and its rich legacy of support.

As we conclude our conversation, Bob reflects on the last time he experienced genuine amazement and emphasizes the crucial balance between family time and being fully present in the moment. Prepare to be inspired as you join me in this engaging discussion with Bob Trunzo!

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 Bob:
Bob Trunzo, President & CEO at TruStage (formerly CUNA Mutual Group)
trustage.com         
Bob: LinkedIn
TruStage: LinkedIn | Facebook |