Ashley Kohlrus, COO of Allegacy FCU, and Karen Sigmon-Smith, Managing Director of WellQ, join us to talk about their audacious plan to transform community health outcomes through an integrated membership model for health and financial wellness, along with the lessons learned along the way.

Ken Tomita, co-founder and CEO of Grovemade, joins the podcast to talk about how they bring humanity to product by understanding their customers on a personal level; how they leverage the four levels of customer engagement; and how he thinks financial institutions can expand beyond the commodity market.

John Lanza, financial education expert and Chief Mammal at MoneyMammals.com, joins the podcast to talk about why financial education should start early, finding ways to make it fun and experiential, and in what sense money might actually be able to buy happiness. 

John Cournoyer, VP of Marketing at Webster First in Massachusetts, joins us to talk about their digital transformation over the last two years. He shares his learnings about how to use failure as a competitive advantage, how to speak the same language as your CEO to drive marketing success, and why they think of themselves as an “Experience Department” and not a “Marketing Department.”

Adam Schwartz, owner of The Cooperative Way, joins us to talk about why he thinks cooperatives are the best business model on the planet, what their competitive advantages are, and how to use the 7 cooperatives principles in your credit union.

Jill Castilla, the 2017 ABA Community Banker of the Year, joins us to talk about how she turned around a struggling bank through creating goodness in her community, how to implement innovative social media practices, why your ego is not your amigo, and how she is positioning her institution to be relevant for its next 110 years.

Cat Fitzgerald from Filene’s Digital Strategies group joins us to discuss what she has learned from observing hundreds of tests of credit union members trying to sign up for products. Here’s a hint: like any good relationship, it should have the right amount of give and take.

Lois Kitsch, National Program Director at the National Credit Union Foundation, joins us for a spirited conversation about the role of the 7 Cooperative Principles in credit unions today, how democracy and capitalism can overlap, and how to make your WHY your strategic differentiator.

Cameron Madill interviews Ben Stangland and Charlotte Boutz-Connell of Weber Marketing about how credit unions can define their target markets to stay relevant, competitive, and differentiated after a century of mergers and growth. 

Cameron chats with Steve Pagenstecher and Mary Vasquez of Point West Credit Union about what they've learned at the conference of the National Federation of Community Development Credit Unions (CDCU).