The CUInsight Network

“We help credit unions elevate their operational outcomes with AI powered solutions.” - Steve Kass

Thank you for tuning in to episode 67 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Steve Kass, Chief Services Officer at Trellance. Steve shares his career journey that led him to his current role. The team at Trellance is dedicated to credit union innovation. They deliver innovative technology solutions to help credit unions achieve more, including operational and digital transformation.

During our conversation, Steve and I chat about the evolving use of AI in financial services. Steve offers advice to credit unions who are beginning their AI journey and explains the tangible benefits of leveraging AI. As we look to the future, Trellance is focused on supporting credit unions and evolving their AI capabilities to increase efficiencies, manage risk, and improve the member experience. 

As we wrap up the episode, Steve talks about the value and memories made through experiences, taking lessons from a sports book, and building work-life integration. Enjoy my conversation with Steve Kass!

Find the full show notes on cuinsight.com.

Connect with Steve:
Steve Kass, Chief Services Officer at Trellance
[email protected]
trellance.com
Steve: LinkedIn
Trellance: LinkedIn | Facebook | Twitter | YouTube 

“That’s at the foundation of credit unions: making sure the member experience is premium and more personalized.” - David Everson

Thank you for tuning in to episode 66 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is David Everson, Senior Director of Solutions Marketing at Laserfiche. David shares his vast career journey that led him to his current role at Laserfiche. Laserfiche is a software company founded over 30 years ago. The team handles intelligent data capture, records management, and digitization that connects data across departments. Laserfiche helps employees be more productive by eliminating administrative tasks so teams can focus on high-priority operations such as member service.

During our conversation, David and I chat about the importance of omnichannel data management when it comes to providing a seamless member experience. He shares the benefits of Laserfiche’s Solution Marketplace library filled with free data management resources, training modules, and pre-built forms and workflows. Listen as David talks about the resources, tools, and strategies for better data management practices now and in the future.

As we wrap up the episode, David talks about his 30-year friendship with a mentor, his current book recommendation, and his thoughts on work-life balance. Enjoy my conversation with David Everson!

Find the full show notes on cuinsight.com.

Connect with David:
David Everson, Senior Director of Solutions Marketing at Laserfiche
[email protected]
laserfiche.com
David: LinkedIn
Laserfiche: LinkedIn | Facebook | Twitter | Instagram | YouTube | Schedule a Demo 

“You are a member of a great global credit union community.” - Mike Reuter

Thank you for tuning in to episode 65 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unions (WFCU). Mike shares how the environment for credit unions has grown since the last time he was a guest on the podcast. WFCU focuses on strengthening credit unions while they serve and transform members’ lives worldwide. As an arm of the World Council of Credit Unions (WOCCU), they are advancing financial inclusion, global relief aid, DEI, and more through a vibrant and growing global credit union system. Mike shares his excitement for the 75th anniversary of International Credit Union Day held on October 19, 2023.

During our conversation, Mike and I chat about the strong levels of support across the global credit union movement. He shares the national and international initiatives that keep credit unions operating so teams can help their own communities. Listen as Mike talks about fostering stronger engagement and more connectivity within the global credit union system.

As we wrap up the episode, Mike talks about having a great time in Vancouver, balancing work and life, and pursuing further education to improve customer experiences. Enjoy my conversation with Mike Reuter!

Find the full show notes on cuinsight.com.

Connect with Mike:
Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unions
[email protected]
doglobalgood.org
Mike: LinkedIn
WFCU: LinkedIn |  Facebook | Twitter 

“Everyone has a seat at the table and if the table is not long enough, we’ll build it bigger.” - Tracie Kenyon

Thank you for tuning in to episode 64 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Tracie Kenyon, Executive Development Partner at Humanidei. Tracie shares her career journey within the credit union industry for the last 38 years. Humanidei works with credit unions to integrate their most important asset- their human capital- into organizational growth plans and talent development. Tracie guides teams in creating a positive company culture where team members can build their skills and career.

During our conversation, Tracie and I chat about the importance of taking care of your team and the value in executive coaching. She gives advice on improving the hiring process and shares three tips to get it right the first time. Tracie explains how the “B” at the end of DEIB stands for belonging, and why it is so important for the culture of an organization. Listen as Tracie talks about building a nurturing and innovative company culture for your credit union team.

As we wrap up the episode, Tracie talks about an impactful leader she’s had in her life, her love of books along with a book recommendation, and her passion for work. Enjoy my conversation with Tracie Kenyon!

Find the full show notes on cuinsight.com.

Connect with Tracie:
Tracie Kenyon, Executive Development Partner at Humanidei
[email protected]
humanidei.com
Tracie: LinkedIn
Humanidei: LinkedIn | Instagram | Twitter 

“Create a website for your credit union, not a template of 20 others.” - Bo McDonald

Thank you for tuning in to episode 63 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Bo McDonald, President and CEO at Your Marketing Co and uncommn. In this episode, we dive into all things uncommon, the preferred web development company for credit unions looking to control their online presence. Bo values service that is flexible to the changing needs of the credit union industry and is focused on providing that.

During our conversation, Bo and I chat about treating a website like a digital branch for members. Bo shares that security, load time, and quality of content are the top three areas where credit unions must make a strong first impression on their website. He explains the importance of credit unions doing their due diligence and communicating with members throughout the web design process. Your website is ultimately one of your branches, listen as Bo explores ideas to better represent your brand and interact with members seamlessly.

As we wrap up the episode, Bo talks about the two Johns that deeply influenced his leadership, the states he loves to visit, and the two things he doesn’t mind splurging on for a good time. Enjoy my conversation with Bo McDonald!

Find the full show notes on cuinsight.com.

Connect with Bo:
Bo McDonald, President and CEO at Your Marketing Co and uncommn
[email protected]
getuncommn.com
Bo: LinkedIn | Twitter
uncommn: LinkedIn | Facebook | Instagram | Twitter

“There is always an opportunity for credit unions to expand their digital footprint and presence.” - Barb Lowman

Thank you for tuning in to episode 62 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Barb Lowman, President at CUNA Strategic Services (CSS). Barb shares her career journey in the financial service industry that led to her current role at CSS. CUNA Strategic Services connects credit unions and leagues to the industry's top solution providers to create the ultimate partnerships. The team at CSS is focused on positioning credit unions to thrive in the market and provide exceptional member service.

During our conversation, Barb and I chat about the value CSS provides in connecting networks of people, resources, and tools. Barb shares why it is so important for credit unions to invest in technology and support in order to grow in today’s environment. Listen as Barb talks about shifting from idea to execution and delivering solutions to credit unions.

As we wrap up the episode, Barb talks about buying golf shoes, eating foods across the country, and a book that she considers a must-read. Enjoy my conversation with Barb Lowman!

Find the full show notes on cuinsight.com.

Connect with Barb:
Barb Lowman, President at CUNA Strategic Services
[email protected]
cunastrategicservices.com
Barb: LinkedIn
CUNA Strategic Services: LinkedIn

“When it comes to engagement and financial literacy, effectiveness is key.” - Shyam Pradheep

Thank you for tuning in to episode 61 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Shyam Pradheep, General Manager at Zogo and a return guest to the podcast. Zogo is a financial literacy company that provides bite-sized, gamified education in a fun and accessible way. Zogo’s gamified mobile integration is sure to help credit unions effectively attract Gen Z, millennials, and users of all ages in financial education. The team aims to engage members to make the most out of all the services credit unions offer.

During our conversation, Shyam and I chat about building engagement that can be reached by all ages. Shyam shares Zogo’s three pillars of engagement and lessons on gamifying financial literacy. Listen as Shyam reflects on the past, present, and future of Zogo and community engagement within the credit union industry.

As we wrap up the episode, Shyam talks about being a huge foodie, admiring his fellow team members, and experiencing The City That Never Sleeps. Enjoy my conversation with Shyam Pradheep!

Find the full show notes on cuinsight.com.

Connect with Shyam:
Shyam Pradheep, General Manager at Zogo
[email protected]
zogo.com
Shyam: LinkedIn
Zogo: LinkedIn | Twitter | Instagram | Facebook | TikTok

“Working with credit unions is less transactional, and more about being a good partner and solving problems.” - Craig Helmers

Thank you for tuning in to episode 60 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Craig Helmers, VP of ATM Management at ATM USA. Craig shares his career journey with ATM USA and his passion for working with credit unions. ATM USA is a nationally-recognized and trusted partner of high-quality, turnkey ATM equipment and services. One of their goals is to take the work of operating ATMs off of credit union teams.

During our conversation, Craig and I chat about how credit unions can approach ATM and ITM management by outsourcing. Craig shares tips on how to prepare for ATM compliance changes and how it’s beneficial to have a go-to partner especially when regulatory or technology requirements change. As we look to the future, ATM USA is committed to providing credit unions with ATM solutions to create a better member and employee experience. Listen as Craig shares new products and technology that will provide solutions for running an ATM fleet.

As we wrap up the episode, Craig talks about the inspiring career journey of his friend’s father, some of his favorite travel spots, and the impactful book his older brother gave him. Enjoy my conversation with Craig Helmers!

Find the full show notes on cuinsight.com.

Connect with Craig:
Craig Helmers, VP of ATM Management at ATM USA
[email protected]
atmusa.com
Craig: LinkedIn
ATM USA: LinkedIn |  Twitter | Facebook 

“Let’s make sure members have access to the help they need when they need it.” - Seth Brickman

Thank you for tuning in to episode 59 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Seth Brickman, CEO of QCash Financial CUSO. Seth is a return guest, so we started this episode discussing changes in the economic environment since we last spoke and how QCash has evolved. QCash is a CUSO that helps credit unions serve members experiencing a financial need and approve loans more often through their patented relational underwriting system. Seth talks about financial inclusion and the vital role credit unions play in protecting members from predatory lenders.

During our conversation, Seth and I chat about financial access and inclusion and how QCash supports lending while mitigating risk. He discusses new products, programs, and technology being used to increase financial inclusion. As we look to the future, QCash is committed to collaborating with credit unions to improve the financial well-being of individuals and communities. QCash continues to support and empower credit unions so they can approve more loans and improve more lives. 

As we wrap up the episode, Seth talks about race cars, his puppy, and the city that holds a special meaning for him. Enjoy my conversation with Seth Brickman!

Find the full show notes on cuinsight.com.

Connect with Seth:
Seth Brickman, CEO of QCash Financial CUSO
[email protected]
qcashfinancial.com
Seth: LinkedIn
QCash: Twitter | LinkedIn

“The better we’re prepared for anything, the better we’re going to be able to respond.” - Paul Whittier

Thank you for tuning in to episode 58 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Paul Whittier, Director of Channel Sales for the West Region at Adlumin. Paul talks about his passion for people and technology sales which led him on his career journey to his current role. Adlumin provides the enterprise-grade security operations platform and managed detection and response services to help organizations comply, detect, prioritize, and respond to cyber threats and IT operations in real-time. Adlumin’s goal is to revolutionize the way organizations secure sensitive data and help gain visibility to be aware of any cyber risks.

During our conversation, Paul and I chat about managing cybersecurity. Paul explains the goals of cyber criminals beyond tampering with member data, such as cyber ransoms. He describes how compliance can protect credit unions against threats and the importance of preparing for future threats by monitoring abnormal cyber events within their network. As we look to the future, Adlumin is focused on evolving their products and creating new solutions to stay ahead of future threats and continue supporting credit unions.

As we wrap up the episode, Paul talks about splurging on life experiences, traveling to different cities, and living life to the fullest. Enjoy my conversation with Paul Whittier!

Find the full show notes on cuinsight.com.

Connect with Paul:
Paul Whittier, Director of Channel Sales for the West Region at Adlumin
[email protected]
adlumin.com
Paul: LinkedIn
Adlumin: LinkedIn | Twitter | Facebook | Instagram | YouTube