AI won’t take your job. People using AI will, with Sachin Kundra.
2026-09-04T10:18:06-07:00“I think it's gonna make us dumb, and I'll come out and be the one to say that.” Episode Summary EPISODE: 155 with guest: Sachin Kundra CIO Chevron FCU [...]
Lessons from Space: Building Stronger Bank Teams with Monica Parks.
2026-04-24T15:42:56-07:00“You have to listen to your people. You have to really listen to them. And if you're not in those spaces that condone those environments, then change the conversation.” Episode Summary EPISODE: 146 [...]
Can Community Banking Beat Convenience for Gen Z, with Shiva Rajbhandari.
2026-04-24T09:02:47-07:00“Different communities have different financial needs.” Episode Summary EPISODE: 145 with guest: Shiva Rajbhandari President Carolina Credit Union Initiative Episode Summary In the latest episode of [...]
Bringing Empathy to Every Member Touchpoint with Derrick Aguilar.
2026-01-30T15:51:08-08:00“How you react to the most difficult moments and the most challenging moments really shapes who you are, whether you’re talking about as an individual or as an organization.” Episode Summary EPISODE: 139 with [...]
Scaling digitally without losing your soul, with Katie DeFeo.
2025-10-17T09:21:17-07:00“As humans, we don't like that. We want things to stay the same. That's been the thing that's impressed me the most about our culture and our teams—we've asked them to completely flip everything they know on its head [...]
Marketing Your CU Beyond Rate Competition with Shane Saunders
2025-08-05T10:11:04-07:00"If we're competing on price, the big banks - Bank of America, Wells Fargo - can beat us any day of the week. They can sustain pain in our market a lot longer than we can. What we have [...]
Cybersecurity in Banking: How to Navigate Vendor Risk with Jones Walker LLP
2025-06-12T11:47:41-07:00"It’s the same advantage or strength that community banks have always had, the personal touch of knowing your customers and being able to help your customers address financial problems." Episode Summary EPISODE: 122 with [...]
How Amplify Credit Union Ditched Fees and Thrived with Kendall Garrison
2025-05-29T13:07:17-07:00"We have a belief that how you make money is just as important as making money. And, so again, there are products and services that we sunset, that we discontinued, that just didn't align with the values that we [...]
Building Financial Communities for America’s Veterans with Tony Hernandez
2025-05-02T07:19:37-07:00"When we start to compete and push others to do more for our members, our nation's credit unions benefit directly because they're getting a better product. We're getting it faster, more efficient, and more forceful on Capitol Hill. That's [...]
Community Impact: How Credit Unions Leverage Digital for Good with Tanis Bagby
2025-03-20T12:17:06-07:00“There's a lot of things with finances — especially personal finances — that there's a lot of pressure and intimidation. And like you said, a little bit of shame sometimes. And that's one thing we should not be doing [...]
Building a Digital-First Credit Union Culture with Melanie Kennedy
2025-03-04T10:14:06-08:00"I've spoken to less than five members about being a digital credit union. Those members weren't walking in before. They might have tried to walk in once since then, and that's when I'll hear from them." Episode Summary [...]
Building Credit Union Loyalty Through Humor and Innovation with Laszlo Tallai
2025-01-27T06:21:02-08:00“I just went ahead one weekend… grabbed a WordPress theme, hosted it, and just started creating this Flat Earth Credit Union. I added products, a team, and services as if it were real. And that’s how it went viral [...]
PrimeBank’s Digital Transformation Journey with Tyler Marshall
2024-12-05T09:39:34-08:00"You’ve got to understand your clients—how they’re running their business, their households, and what challenges they face. That’s how you know what solutions they need from your bank." Episode Summary EPISODE: 106 with [...]
Optimizing Member Experience In Digital Banking With Chad Ritchie
2024-12-05T09:39:55-08:00"Once you can control the data, you can start to innovate at your own pace, and you can dramatically increase speed to market." Episode Summary EPISODE: 104 with guest: Chad Ritchie CIO [...]
Margarete Mucker: Pioneering Change in Digital Banking
2024-12-05T09:41:20-08:00"Tyfone was able to deliver functionality that others couldn't. And it was built on trust, believe in that other person, and respect. And, we built Tyfone and Star One. We built this long-term relationship based on that." Episode [...]
Caitlin Brama: Leading Credit Unions with Empathy
2024-12-05T09:47:52-08:00"I also share that same philosophy that everyone should spend some time in the call center. Even back when I was a call center supervisor, you did your week of training in the call center because it allows [...]
From Call Centers to Digital Banking: Zach Eychaner’s Journey
2024-12-05T09:41:47-08:00"What's your end vision for what that loan experience should look like? And what are the things that need to be part of that process for you to feel comfortable that you can do the thing you need [...]
Navigating Risk and Innovation in Credit Unions with Mike Tranum
2024-12-05T09:40:09-08:00"There's no vendor in the world that is going to know your institution and know members like you do as the organization. And it's really that partnership, in working with a vendor who's seen other outside ideas. I [...]
Sunrise Banks’ Eric Schurr on Merging Art and Strategy in Banking
2024-12-05T09:49:15-08:00"We can talk about black swans, but every organization should, at some point, in one of their scenarios somewhere, talk about the fact that there could be another major outbreak of disease. Why not? It's happened before." Episode [...]
First Tech FCU + Ground Up Coffee Shop + Java4Kids
2024-12-05T09:40:22-08:00"One of the things that we hope that these students will come away with is, for us, to strengthen financial well-being. They have the opportunity to manage the budget for the coffee shop, understand how to deal with money, [...]
Ning Duong: Creating a Culture of Empowerment at Credit Union West
2024-12-05T09:40:34-08:00"I always think about what type of environment do I want my kids in when they're working adults? And how does that support their whole human self?" Episode Summary EPISODE: 88 with guest: [...]
Bill Kennedy: Personal Connections in the Digital Era
2024-12-05T09:34:36-08:00"There's nothing like adding fuel to the fire of engagement to make a difference when someone demonstrates their gratitude five years after the fact that, hey, you really made a difference in my journey. That's just more encouragement to [...]
Bridging Tech and Business in Banking with Jin Gwak
2024-12-05T09:50:44-08:00LISTEN NOW "And then also those committees that I mentioned, those are the really kind, you know, get different business units all together. So we are meeting, some of 'em is biweekly, some of' em monthly. We doing [...]
Brad Hickey: Insights From the Founder of CU Build
2024-12-05T09:37:01-08:00LISTEN NOW "We are very interested in making sure that we're always building people up, because when we brought this buildathon concept to the credit union movement, we wanted to make sure to interlace those cooperative principles throughout [...]
The Relationship Between Digital Transformation and Team Motivation, With Jay Tkachuk of Golden 1 Credit Union
2024-12-05T09:54:55-08:00LISTEN NOW "There are a lot of buzzwords. You have embedded finance and you have banking as a service; everybody has their own definition. So when I have these types of conversations, I like to create some shared meaning. [...]
Achieving Differentiation in a Crowded Market, With Aaron Wollner of Quontic Bank
2024-12-05T09:37:49-08:00LISTEN NOW "The more digital you get, the less of a personal touch in the human aspect you get. Our mission is to hang on to and continue to deliver on that humble beginning as a community bank, [...]
Remaining Relevant Through Innovation, With Benjamin Maxim of MSUFCU
2024-12-05T09:38:02-08:00LISTEN NOW "We do have a member panel that's grown to about 680 people now, and we really offer them the opportunity to be the first to test things. And by doing so, even if we don't do [...]
How to Maintain Your Core Values in a Digital World, With Brian Alfano of Oregon Community Credit Union
2024-12-05T09:41:58-08:00LISTEN NOW "We're in a kind of an exciting transitional period where yes, things are becoming more digitized, but they are also becoming human in terms of how those interactions can be, how we can make them more [...]
Creating Balance Between Growth and Your Core Mission, with Michael Murdoch of Wauna Credit Union
2026-06-10T09:14:51-07:00LISTEN NOW "At the end of the day, you need to be able to understand what it is you're getting in order to use it. And if you don't really understand it, you're not using it. And [...]
Embracing Change in an Ever-Changing World, With Shannon Ellis-Brock of Puget Sound Cooperative Credit Union
2024-12-05T09:42:24-08:00LISTEN NOW ''There's no world where there are no bugs and problems.'' Episode Summary EPISODE: 31 with guest: Shannon Ellis-Brock COO Puget Sound Cooperative Credit Union Episode [...]
How Can Community Financial Institutions Secure Their Role in the Future of Banking? Here’s What Trey Maust, the Co-Founder and Executive Chairman of Lewis & Clark Bank, Thinks
2024-12-05T09:42:38-08:00LISTEN NOW "I think a lot of us are drawn to this industry because we want to make an impact on somebody's life in a positive way. I love the fact that I can be part of making [...]
Surround yourself with honest people, listen, and build a culture that benefits everyone – Tracey Miller of Pioneer FCU
2026-06-09T16:04:29-07:00LISTEN NOW ''I never say no until I have a good why behind the no. As I've grown as a leader, I have had to remind myself that. It is easy to say no. I can say [...]
You Have to Keep Learning Throughout Your Life – Laura Thompson
2024-12-05T09:59:34-08:00LISTEN NOW “You can learn and grow, even if you're not getting a promotion or more money. The knowledge you can gain and what you can do with that will pay off someday. It may not be as [...]
Delivering A Personalized and Member-Centric Consumer Experience with Dennis Griesgraber from Expedition Credit Union
2024-12-05T09:43:07-08:00LISTEN NOW At the end of the day, there's going to be a hardcore group of members who want certain things delivered in a certain way. Depending on the factors, you bite the bullet, and you give them [...]
How Do Credit Unions Leverage Technology to Adapt to Members’ Changing Needs? First-Hand Answers from Mark Sommer, COO at ProMedica Federal Credit Union
2024-12-05T09:38:29-08:00LISTEN NOW "I wouldn't differentiate a small credit union from a large credit union, as far as what they're going to need or what they're going to want. Because, like I said, it's all the same." Episode [...]
Discussing The Importance Of Humanizing The Digital Banking Experience With Adrian Quince
2024-12-05T09:38:47-08:00LISTEN NOW "Security is not noticed until it fails. I would bet a hundred dollars that we are never going to have a member come to us and say, 'Well, your system was so secure.'" Episode Summary [...]
Sahil and Christian from George Washington University Bring a Young and Fresh Perspective on Students’ Finances and Credit Unions
2024-12-05T09:39:02-08:00LISTEN NOW “I think a key component to doing this is spreading awareness, and then I think member experience. Because if you can make your platform attractive to younger people, I think younger people will use your platform [...]
Numerica Credit Union Leads with Efficiency and a Member-First Digital Banking Culture
2024-12-05T09:43:19-08:00LISTEN NOW “One of the things we’re really trying to do is make it so that we can spend more time with our members, or our potential members, learning about what their goals are [and] what they’re trying [...]
Building a Profitable Member-Centric Credit Union With Margarete Mucker of Star One
2024-12-05T09:43:32-08:00LISTEN NOW “We’re trying to really make it so every channel has the same ability, so there are no restrictions to a member. They’re free to choose which ones they want. It’s their personal preference. It’s not because [...]
Digital Banking Pivots at the Credit Union of Colorado
2024-12-05T09:43:44-08:00LISTEN NOW “I feel like we've been a little blessed in that our organization is not … driven purely on ROI — they're driven on improved experience. So [what] we really measure is, is this the right idea [...]