Women of Banking (formerly Women of Community Banking)

In this episode of the Women of Banking Podcast, host Anurag sits down with Purva Sule, Head of Strategy for US Wealth Management at BMO (Bank of Montreal) and former McKinsey & Company consultant. Purva reveals how top financial institutions are blending high-tech AI capabilities with high-touch human relationships to redefine modern wealth advisory.

• The "Human + Digital" Wealth Formula: Why the future of private wealth management is not an "either/or" choice between human advisors and digital platforms, but a hybrid model that maximizes client engagement and frees up advisor time.

• Separating AI Fluff from Real P&L ROI: How to evaluate generative AI, machine learning models, and agentic AI workflows based on bottom-line financial impact—such as streamlining client onboarding, automating meeting preparation, and enhancing contact center efficiency.

• The Multi-Trillion-Dollar Great Wealth Transfer: How generational wealth shifts and stock market growth are driving unprecedented capital, talent, and competition into wealth management from banks, brokerages, asset managers, and fintechs alike.

• Digital Self-Service Across Generations: Why digital convenience isn't just for Gen Z and Millennials—how high-net-worth clients in their 70s, 80s, and 90s are demanding seamless mobile access for money movement and transaction approvals.

• Trust, Transparency & Explainable AI (XAI): Why algorithmic transparency and model governance are critical in wealth management, where clients demand to know the exact data and peer logic behind automated investment or estate planning suggestions.

• Career Insights for Emerging Leaders: Purva's advice for early-career professionals and women in finance on the importance of speaking up, overcoming self-doubt, and bridging the gap between strategic thinking and corporate execution.

• 00:00 - Episode Introduction: Welcome Purva Sule, Head of Strategy at BMO US Wealth

• 01:10 - From McKinsey Strategy to Banking Tech Execution: Purva’s Career Journey

• 03:01 - Managing Digital Wealth Platforms: Lessons from BMO and Northern Trust

• 04:05 - AI in Financial Services: Distinguishing Real P&L Impact from Market Fluff

• 06:50 - Agentic AI Workflows: Onboarding Automation & Contact Center Real-Time Support

• 10:00 - Fast-Paced Shifts in Wealth Management: Demographics, Competition & Tech

• 11:58 - Navigating the Great Wealth Transfer: Next-Gen & Senior Self-Service Expectations

• 14:07 - Early Career Advice: Speaking Up, Owning Your Voice & Second-Guessing Less

• 15:23 - The Future of Banking: Why Trust, Ethics & Explainable AI (XAI) Always Prevail

• 20:48 - The Missing AI Risk Conversation: Balancing Technical Feasibility with Client Appropriateness

• 21:29 - Wrap Up & Closing Thoughts

Human Plus Digital Banking, Wealth Management Strategy, Future of Wealth Advisory, AI in Financial Services, BMO Wealth Management, Purva Sule BMO, Agentic AI in Banking, Digital Transformation in Wealth Management, The Great Wealth Transfer, High Net Worth Individual (HNWI) Banking, Explainable AI in Finance, Contact Center AI Automation, Women of Banking Podcast, McKinsey to Corporate Execution, Private Banking Innovation, Wealth Tech Trends, Advisor Productivity Tools, Open Banking, Financial Services Customer Experience (CX).

Purva Sule serves as the Head of Strategy for the US Wealth Management business at BMO (Bank of Montreal). With nearly two decades of executive experience across McKinsey & Company, Northern Trust, and BMO, Purva has led transformational initiatives across digital product design, cloud migration, open banking, cybersecurity, and AI strategy. Beyond her corporate role, she is an active advisor and mentor to early-stage startups and a dedicated non-profit advocate.

#WealthManagement #ArtificialIntelligence #FinTech #WomenInBanking #BMO #DigitalTransformation #BankingInnovation #GenerativeAI #PrivateBanking #Leadership

Welcome to a brand-new episode of the Women of Banking Podcast, hosted by Anurag Mukherjee!

In this episode, we sit down with Andee Kettlebar, Chief Growth Officer (CGO) at Elements Financial, for an in-depth conversation on modern credit union leadership, sustainable growth strategies, digital transformation, and the power of transferable skills. With over two decades of experience in the financial services industry and more than 12 years at Elements Financial, Andee shares actionable insights into how community financial institutions can thrive in an increasingly digital and competitive landscape.

From starting her career as a high school English teacher to serving as a mortgage loan originator and eventually ascending to the executive C-suite as Chief Growth Officer, Andee Kettlebar’s journey is a masterclass in leveraging transferable skills. In this candid discussion, she details how her background in education equipped her to educate members, foster trust, and build long-term relationships—qualities that drive scalable organizational growth.

Andee and Anurag explore the fundamental differences between profit-driven shareholder models in traditional banking and the member-first focus of credit unions. Learn how Elements Financial balances digital innovation with authentic human connections through initiatives like virtual branches, personal follow-ups, and data-informed product personalization.

• 00:00 – Introduction & Midweek Catch-Up: Host Anurag Mukherjee welcomes Andee Kettlebar to the Women of Community Banking Podcast.

• 00:47 – Guest Bio & Milestones: Overview of Andee’s 20+ years in financial services and her 12+ year journey at Elements Financial in Indianapolis.

• 01:55 – From English Teacher to Chief Growth Officer: How educational and communication skills translate into successful financial leadership and mortgage loan originating.

• 03:55 – Navigating Female Leadership in Executive Roles: Overcoming industry stereotypes, listening active at the executive table, and gaining cross-departmental buy-in for growth.

• 06:49 – Rethinking Growth in Member-Owned Credit Unions: Purpose-driven growth vs. shareholder ROI—how reinvesting revenue directly empowers members' financial success.

• 09:21 – Modern Marketing Trends & Personalization at Scale: Balancing AI-driven hyper-personalization with authentic human connections and predictive product recommendations.

• 13:39 – What Credit Unions Underestimate: Analyzing local competition, local regional banks, and evolving consumer banking behavior across multiple apps.

• 15:37 – Sustaining Digital Growth & Humanizing Tech: Budgeting for mobile app experience, creating virtual branches, and providing direct, personal point-of-contacts for digital applicants.

• 17:24 – Career Advice & Embracing Failure: Key lessons for rising professionals—saying "yes" to growth opportunities and leading through vulnerability and failure.

1. The Power of Transferable Skills: Career pivots aren't barriers; teaching, active listening, and relationship-building are core assets for financial service executives.

2. Member-Centric ROI: Success in credit unions isn't measured solely by quarterly earnings per share (EPS), but by member empowerment, financial literacy, and community impact.

3. Personalization at Scale: Leveraging predictive data to recommend the right financial solutions without losing the warmth of authentic human interactions.

4. Humanizing Digital Channels: Why digital applications require human connection—such as virtual branch representatives acting as dedicated personal guides for members.

#WomenOfCommunityBanking #CreditUnionGrowth #AndeeKettlebar #ElementsFinancial #CommunityBankingLeadership #FemaleExecsInFinance #DigitalBankingTrends #PersonalizationAtScale #CreditUnionMarketing #MemberRetention #FinancialEmpowerment #CareerTransitionAdvice #WomenInBanking

Welcome to a brand-new episode of Women of Banking! In this episode, host Anurag Mukherjee sits down with Jessica Blue, Executive Vice President (EVP) at Money 20/20, to explore her inspiring 30-year career in the global event business, international career growth, and the future of financial technology, banking, and community financial institutions.

In this deep-dive discussion, Jessica shares how she transitioned from starting in B2B event sales in the UK in the 1990s to heading operations and strategic growth for the world’s leading fintech gathering, Money 20/20 USA in Las Vegas. From relocating across continents to leading a world-class team as the "conductor of a very large orchestra," Jessica delivers actionable career advice for aspiring corporate leaders, event strategists, and fintech innovators.

• How Jessica "fell into" the event industry by accident and built a 30-year career.

• Overcoming career fear: Relocating from the UK to the US with a young family and taking calculated risks.

• Why staying open and saying "yes" to terrifying opportunities changes career trajectories.

• How to lead as a "conductor of an orchestra"—aligning marketing, sales, creative, and operations teams.

• The importance of transparent leadership and communicating the "because" behind business strategy.

• Recruiting, retaining, and fostering high-performing cross-functional teams in fast-moving industries.

• Introducing the brand-new Credit Union Pass and Community Bank Pass (for institutions under $10B AUM).

• Dedicated programs, curated journeys, and specialized meetups for underserved financial segments.

• Partnerships with industry stalwarts like Filene Research Institute, World Council of Credit Unions (WOCCU), and Mitchell Stankovic.

• Smart Meet: Facilitating direct 1-on-1 business matchmaking between fintech builders and community financial buyers.

• The Women in FinTech Breakfast at Chica on Money Row.

• Global flagship inclusion initiatives: Rise Up (empowering female leaders) and Amplify (supporting underrepresented executives of color).

• Driving real representation on stage with 45%+ female speaker benchmarks across global events.

• Over 200+ brand-new sponsors joining the event floor.

• Experimental agenda formats: The Master Track Deep Dive Stage, live debates, and interactive workshops.

• Key themes driving the narrative: Artificial Intelligence (AI), Stablecoins, Digital Assets, DeFi, LATAM Expansion, and Payment Modernization.

• 00:00 – Introduction & Welcome to Women of Banking

• 00:32 – Pre-Show Buzz: Logistics, Judging & Preparing for Money 20/20 USA

• 01:54 – Falling into the Event Business: Jessica’s 30-Year Career Path

• 03:30 – Relocating from the UK to the United States: Taking Big Career Risks

• 05:09 – The Role of EVP: Acting as the Conductor of an Orchestra

• 08:25 – Career Advice for Aspiring Leaders: Saying "Yes" & Transparent Communication

• 13:47 – What Drives Innovation at Money 20/20? Data & Attendee Feedback

• 17:48 – Empowering Credit Unions & Community Banks with Specialized Passes

• 20:05 – Smart Meet: Connecting FinTechs directly with Community Bankers

• 22:10 – Championing Women in Banking: Women in FinTech Breakfast & Speaker Diversity

• 23:25 – The Rise Up & Amplify Global Leadership Programs

• 25:36 – New Formats for 2026: Live Stage Debates, AI, and Stablecoins

• 27:00 – Closing Remarks & Final Thoughts

• Guest: Jessica Blue | Executive Vice President (EVP), Money 20/20

• Host: Anurag Mukherjee | Host, Women of Banking Podcast

• Featured Organization: Money 20/20 (Ascential plc)

• Subscribe to the Channel: Stay tuned for more interviews with top women leaders, executives, and innovators in banking, payments, and fintech.

• Podcast Series: Women of Banking Podcast

• Official Website: Money 20/20 Official Site

#WomenOfBanking #Money2020 #JessicaBlue #FinTechPodcast #BankingInnovation #WomenInFinTech #CreditUnions #CommunityBanking #FinancialServices #Leadership #FintechEvents #AIinBanking #Stablecoins #RiseUp #Amplify #DiversityInFintech

Welcome to another inspiring episode of the Women of Banking Podcast, hosted by Anurag Mukherjee!

In this powerful episode, Anurag sits down with his close friend and industry leader, Fauzeen Qureshi, VP & Head of Marketing at Lake Trust Credit Union.

At just 22 years old, shortly after graduating college and getting married, Fauzeen survived a catastrophic car accident that required full facial reconstruction surgery. Forced to rebuild her physical identity and face an unexpected, life-altering shift, Fauzeen transformed trauma into an unwavering superpower: resilience and adaptability to change.

In this transparent and deeply moving conversation, Fauzeen shares how surviving rock bottom shaped her career trajectory across agency life, corporate giants like Rocket Mortgage, TD Ameritrade, and Charles Schwab, and ultimately led her to spearhead purpose-driven marketing at Lake Trust Credit Union.

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📌 KEY TOPICS COVERED IN THIS EPISODE:

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• Immigrant Beginnings & Career Roots: Growing up in Metro Detroit, studying marketing and economics at Oakland University, and navigating early agency life.

• Overcoming the Unexpected: How a life-changing accident at age 22 taught Fauzeen to embrace change, remain resilient, and look forward rather than backward.

• Big Brand Marketing vs. Credit Union Scrappiness: Transitioning from multi-billion dollar budgets at Charles Schwab & Rocket to driving community-impact marketing at Lake Trust Credit Union.

• Human-Centric Financial Services: Why money is deeply personal to consumers and how credit unions build trust during economic ambiguity.

• Data-Driven Marketing Done Right: Moving past buzzwords to use AI, data, and agentic platforms for genuine customer value rather than just profit.

• Women in Financial Leadership: Breaking out of the traditional "boys' club" of banking and fostering balanced, diverse leadership teams.

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⏱️ CHAPTER TIMESTAMPS:

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00:00 - Introduction & Welcome: Anurag introduces Fauzeen Qureshi

01:16 - Immigrant Story & Early Career Journey in Metro Detroit

03:00 - Agency Life, Entrepreneurship, and Corporate Marketing

04:17 - The Life-Altering Event: Surviving a Tragic Car Accident at 22

07:00 - Embracing Change, Rebuilding Identity, and Developing Resilience

10:00 - Navigating Economic Ambiguity for Credit Union Members

11:03 - The Common Thread in Financial Services: Putting People First

12:31 - Marketing at Schwab vs. Lake Trust Credit Union: Being Scrappy

14:48 - What "Data-Driven Marketing" and AI Really Mean Today

16:24 - Women in Banking Leadership & Breaking the "Boys' Club" Mentality

17:48 - One Piece of Advice to Her Younger Self: "Buckle Up, Buttercup!"

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🎙️ ABOUT OUR GUEST:

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Fauzeen Qureshi is the Vice President & Head of Marketing at Lake Trust Credit Union. With over 25 years of experience in brand strategy, creative direction, marketing technology, and lead management, Fauzeen has led high-impact marketing initiatives across Fortune 500 corporations and financial institutions including Rocket, TD Ameritrade, Charles Schwab, and Chevrolet.

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🔔 SUBSCRIBE & CONNECT:

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If you found value in this conversation, please LIKE, SHARE, and SUBSCRIBE to the Women of Banking Podcast channel for more inspiring leadership stories!

#WomenInBanking #FinancialLeadership #CreditUnionMarketing #Resilience #WomenInBusiness #MarketingLeadership #LakeTrustCreditUnion #Podcast

Welcome to a brand new episode of the Women of Banking Podcast, hosted by Anurag Mukherjee! In this episode, we are joined by a deeply respected leader in the credit union ecosystem, Kim Murray, CFO of First Commonwealth Federal Credit Union.

With nearly three decades of experience in financial institutions and over 15 years dedicated to credit unions, Kim shares her remarkable, unexpected career journey—starting out as a part-time grocery store cashier and pivoting into finance and accounting after a banker noticed her potential.

Throughout the conversation, Kim dives deep into:

The Modern CFO Role: How the position has shifted from rigid budget stewardship to dynamic, real-time strategic leadership and forecasting.

Balance Sheet Management: What managing a credit union’s engine room entails in plain terms, including interest rate, liquidity, and credit risks, and why it matters to everyday members.

Mission vs. Performance: Why real member value and strong financial performance are two sides of the same coin rather than conflicting forces.

Developing Future Leaders: Her philosophy on building bench strength, teaching financial acumen, and recognizing the difference between being developed versus being held back.

Women in Leadership: Essential advice for women early in their careers who aspire to sit at the executive table, find true allies, and avoid toxic career traps.

Plus, don't miss our rapid-fire round where Kim shares her one-word vision for the future of banking and recommends a transformative book to help professionals get unstuck.

Connect with Kim Murray on LinkedIn to continue the conversation or learn more about First Commonwealth Federal Credit Union.

Make sure to like, subscribe, and hit the notification bell for more episodes amplifying women's voices and exploring the great work happening in the credit union movement!

#WomenInBanking #CreditUnions #FinanceLeadership #CFO #BankingPodcast #FirstCommonwealthFCU

Welcome to another inspiring and insightful episode of the Women of Banking Podcast! In this episode, host Anurag sits down with Tracy Szarzi-Fors, Senior Vice President of Marketing and Communications at Wright-Patt Credit Union, to discuss her extraordinary three-decade journey spanning retail, AM radio, staffing, publishing, and financial services.

Tracy shares invaluable advice on navigating a non-linear career path, the power of purpose-driven leadership, and how a nearly century-old credit union stays fresh, resilient, and deeply relevant to modern consumers. They dive deep into the seismic shifts happening in financial marketing today, exploring the rise of Artificial Intelligence (AI), Answer Engine Optimization (AEO), Generative Engine Optimization (GEO), and how marketers must adapt to stay visible in an AI-driven search ecosystem.

• 00:00 – Introduction to Tracy Szarzi-Fors and her incredible milestone at Wright-Patt Credit Union.

• 02:00 – The Non-Linear Career Journey: How experiences in AM radio, manufacturing, and owning a magazine shaped Tracy’s approach to sales, storytelling, and problem-solving.

• 06:12 – Lessons from Economic Shifts: Reflecting on past financial crises and why understanding the broader economic environment is crucial for business survival.

• 09:03 – Refreshing a 100-Year Brand: How Wright-Patt Credit Union maintains its core mission of helping people while evolving its omnichannel member experiences for newer generations.

• 12:13 – AI & The Future of Marketing: Embracing AI tools for day-to-day efficiencies, planning, ideation, and team adoption.

• 14:51 – The Rise of GEO & AEO: Why Generative Engine Optimization and Answer Engine Optimization are the absolute future of brand visibility and how marketers can measure early digital indicators.

• 17:28 – Career Advice for Younger Professionals: Why you should stop trying so hard to "prove yourself," lean into curiosity, raise your hand for challenges, and find trusted mentors.

• 19:30 – Fun Personal Insights: Discovering why Tracy became a "Swifty at 50," her perspective on leadership success through her son's journey, and more!

• For Marketers & Communicators: Learn cutting-edge strategies regarding GEO and AI visibility to prevent your brand from becoming invisible in search engines.

• For Credit Union Professionals: Understand how to honor legacy trust while innovating for digital-first financial consumers.

• For Aspiring Leaders: Gain a fresh perspective on career growth, resilience, storytelling, and finding true professional purpose.

• Don't forget to Like, Comment, and Subscribe to the Women of Banking Podcast for more engaging conversations with industry trailblazers!

• Share your favorite takeaways from this episode in the comments below.

#WomenOfBanking #CreditUnions #FinancialMarketing #GenerativeEngineOptimization #GEO #AIinMarketing #DigitalBanking #Leadership #WomenInLeadership #MarketingStrategy #BrandStorytelling #BankingPodcast

Key Discussion Highlights & Timestamps:Why You Should Watch This Episode:Connect & Subscribe:Hashtags:

Welcome back to a brand-new episode of the Women of Banking Podcast! In this episode, host Anurag Mukherjee sits down with an absolute icon in the industry, Linda Fischer, Chief Commercial and Operating Officer at CSI.

With nearly 40 years of groundbreaking experience spanning computer programming, fintech, operations, and executive leadership, Linda shares her incredible journey from entering computer engineering in the early 1980s to leading operations at one of the top core providers in the financial services ecosystem.

Whether you are an aspiring leader, a community banker, or a fintech professional, this conversation is packed with invaluable wisdom on building trust, driving innovation, and navigating leadership as a woman.

• The Evolution of Fintech: Reflecting on nearly four decades of technology transformation in financial services.

• The Secret to Customer Happiness: Why personal brand, consistency, transparency, and earning your customer's business every single day matter more than ever.

• Community Banking Strategy: Why community financial institutions should align their technology stacks with strategy rather than just vendor risk concentration.

• The "Triple Glass Ceiling": Breaking historical barriers at the intersection of financial services, entrepreneurship, and finance, and the vital role of female sponsorship.

• Mindset Shift: Moving from self-doubt ("Why me?") to ultimate empowerment ("Why not me?"), drawing from Linda's deeply personal life lessons.

• Guest: Linda Fischer (CCOO at CSI)

• Host: Anurag Mukherjee

• 0:00 - Introduction: Welcoming Linda Fischer to the Podcast

• 1:08 - A 40-Year Journey: From Computer Engineering to the C-Suite

• 6:43 - The Secret to Keeping Customers Happy & Building Personal Brand

• 12:13 - Technology Strategy & Why Community Banks Need Open Architecture

• 18:30 - Navigating Leadership, the "Triple Glass Ceiling," and Women in Tech

• 22:40 - Innovation in Fintech & Winning "Innovative Woman of the Year"

• 24:24 - Final Advice to Aspiring Leaders: Changing "Why Me" to "Why Not Me"

Don't forget to LIKE, COMMENT, and SUBSCRIBE to the Women of Banking Podcast for more conversations with industry leaders shaping the future of finance!

Key Takeaways & Discussion Points:Connect with Our Guest & Host:Chapter Timestamps:

Welcome to another inspiring episode of Women of Banking Podcast! In this conversation, host Anurag Mukherjee sits down with Maria Allen, Vice President of Market Growth and Expansion at Golden West Credit Union, to discuss her remarkable career journey, leadership strategies, and the evolving landscape of credit unions and banking.

Starting as a teller to help fund her undergraduate degree in creative writing, Maria shares how she transitioned into sales management, scaled loan production from $1 million to over $16 million in a single department, and balanced a rigorous MBA program at the University of Utah while working full-time.

Tune in as Maria dives deep into what it takes to thrive in the financial services industry, especially for women building their careers in a historically male-dominated sector. She also offers unique perspectives on redefining member service through the "financial doctor" analogy, leveraging artificial intelligence for hyper-personalized member experiences, and why the future of credit unions depends on a renaissance of community-driven human connection.

• From Teller to VP: Maria’s 7.5-year career progression and lessons in ambition.

• The Art of Sales & Service: Why viewing sales as education and service drives results.

• The "Financial Doctor" Approach: Treating member service with expertise and empathy.

• Juggling an MBA: Tips on time management, resilience, and reframing challenges.

• AI & Hyper-Personalization: How credit unions can use technology to empower human connection.

• Women in Banking: Actionable advice on leveraging natural strengths into powerful leadership skills.

• The Future of Credit Unions: Balancing technological innovation with community roots.

• Podcast Host: Anurag Mukherjee

• Guest: Maria Allen (VP of Market Growth and Expansion, Golden West Credit Union)

Don't forget to Like, Comment, and Subscribe to The Outlier Podcast for more conversations with industry leaders, innovators, and changemakers shaping the future of finance!

#TheOutlierPodcast #CreditUnions #WomenInBanking #BankingLeadership #GoldenWestCreditUnion #FinancePodcast #CareerGrowth #MemberExperience #ArtificialIntelligence

Key Discussion Highlights:Connect & Learn More:

Welcome to a brand-new, power-packed episode of the Women of Banking Podcast! In this episode, your host Anurag Mukherjee sits down for an inspiring, candid conversation with Jasmin Gammel, Chief Operations Officer of Coast Central Credit Union. Jasmin reflects on her incredible two-and-a-half-decade career journey across the credit union and financial services sector, sharing invaluable lessons on leadership, operational excellence, and community impact.

• 00:00 - Introduction & Weekend Vibes: Anurag and Jasmin kick off the episode discussing the anticipation of the weekend, setting a warm, conversational, and engaging tone for the interview.

• 00:43 - Jasmin’s Origin Story: Jasmin walks us through her career path, starting on the front lines at age 19 in savings and loan, transitioning into credit unions, stepping briefly into the fintech/vendor side with Q2, and ultimately returning home to serve the community where she was born and raised in beautiful California.

• 02:30 - Credit Unions vs. Traditional Banking: Why Jasmin chose the credit union ecosystem over traditional commercial banking, driven by core values of service, human connection, and localized community impact.

• 03:08 - The Reality of Running Operations: Moving from frontline member service into technology and project management. Jasmin reveals what most people never guess about running operations: it is fundamentally about people, empathy, and bringing diverse departments together, not just systems and numbers.

• 05:01 - Hard Leadership Decisions: A candid look at the toughest parts of leadership—including the hard reality of letting team members go, dealing with self-doubt, and questioning whether you as a leader poured enough coaching and communication into your people.

• 07:17 - The Power of the Career Pivot: Jasmin discusses the pivotal moment she left the credit union space to work for a vendor (Q2) and how that temporary departure gave her a valuable external perspective before bringing her back to where she truly belonged.

• 09:43 - Deep Dive Into Community Impact: Discover the unique scale and influence of Coast Central Credit Union across its three counties—holding over $2.3 billion in deposits, giving hundreds of thousands of dollars in annual grants, and logging thousands of staff volunteer hours.

• 12:47 - Rapid-Fire Round: Fast-paced, candid questions covering finance myths (spoiler: finance is about EQ, not just math!), mentorship, choosing a leadership style ("Collaborative"), handling chaos, and her brand-new favorite vocabulary word: "Figureoutable"!

• 17:39 - Advice to My Younger Self: Jasmin’s golden rule for day-one leaders: Listen more than you speak, practice patience, and always bring people along by helping them understand the "why."

1. Emotional Intelligence (EQ) Over IQ: In an automated, tech-driven world, human empathy and collaboration remain the true cornerstones of successful leadership.

2. The Magic of Full Circle: Returning to serve the exact community that raised you brings a profound sense of purpose and magnified local impact that corporate banking simply cannot replicate.

3. Resilience in Chaos: Staying calm when plans fall apart keeps your team grounded because teams naturally take their operational cues from their leaders.

4. Embrace Career Exploration: Stepping outside your comfort zone or trying new environments can grant you the clarity you need to find your true professional home.

• Guest: Jasmin Gammel, Chief Operations Officer (COO) at Coast Central Credit Union

• Host: Anurag Mukherjee

• Podcast: Women of Community Banking

If you enjoyed this episode, please show your support by clicking the Like button, leaving a Comment below with your favorite takeaway (or how you plan to use the word "figureoutable" this week!),

#WomenOfCommunityBanking #CreditUnions #BankingLeadership #WomenInFinance #CommunityBanking #Podcast #OperationsLeadership #Fintech #LeadershipMindset #CoastCentralCreditUnion #BankingIndustry

Welcome to a brand-new episode of the Women of Banking podcast! In this episode, host Anurag Mukherjee sits down with a true veteran in the financial services sector, Kelli Wisner-Frank, CFO of Community Choice Credit Union.

With an impressive career spanning over two and a half decades—including more than 20 years with Community Choice—Kelli shares her inspiring journey from starting as an accounting manager to stepping into the C-suite as a Chief Financial Officer. Discover how early mentorship, empathetic leadership, and a passion for community service shaped her path as a female leader in finance.

• The Career Journey: Reflecting on 25 years in financial services, navigating industry changes, and finding lifelong fulfillment within the credit union movement.

• Leadership Evolution: How leadership styles change from managing individual contributors to leading other leaders, featuring Community Choice's unique "Leaders Leading Leaders" (L3) green-yellow-red operational framework.

• Women in Finance: Discussing the rarity of women in C-suite finance roles, balancing career and family, and empowering the next generation of female leaders.

• Modern Member Experience: Exploring how credit unions balance frictionless digital innovation with robust, human-centered frontline service.

• Navigating the Housing Market: How credit unions support first-time homebuyers and promote financial wellness amidst high interest rates and modern economic challenges.

• Impactful Member Stories: Heartwarming real-life examples of going above and beyond to help members navigate debt, tax challenges, and life events.

• The Future of Credit Unions: Predictions on how technology, AI, and human connection will intersect over the next five years.

If you are passionate about financial services, credit union leadership, women in banking, or member-first financial wellness, this episode is a must-watch!

Subscribe to the Women of Banking podcast for more insightful conversations with industry leaders, executives, and innovators transforming the financial ecosystem.

Key Discussion Points: