CUES Podcast

CUES Podcast

www.cues.org
Welcome to the CUES Podcast! Here we’ll talk to industry and cross-industry experts to gain perspective on trends and topics relevant to you and your role at your credit union. Not a CUES member? Learn more and sign up at cues.org/membership.


Podcast 77: Using CUES Executive Compensation Survey Data to Create Great Pay Packages—an Interview with Michael Becher, CPA
Aug 12 • 31 min
Using data from the CUES Executive Compensation Survey is a great way to benchmark your credit union’s base salary and bonus packages—and make sure you’re pay…
Podcast 76: How to Recruit, Engage and Retain Millennial Directors—an Interview With James Sackett
Jul 13 • 44 min
2018 CUES Distinguished Director James Sackett joins the show to discuss his own onboarding as a millennial director at $1.3 billion Firefly Credit Union, Burnsville, Minnesota—and to offer additional ideas you…
Podcast 75: Executive Benefits—Less Expensive Than You Think—an Interview With Eric Earle
Jun 26 • 14 min
This episode’s guest has a professional mantra that aligns well with CUES’ mission of developing credit union CEOs, executives, board members and future leaders. Eric Earle, executive benefits advisor for
Podcast Episode 74: ‘Try Before You Buy’ CUES Membership Offer Available Through Oct. 31—An Interview With Jimese Harkley, CUDE
Jun 21 • 13 min
Jimese Harkley, CUDE, CUES’ VP/membership, previously our guest on episode 67, returns to the show to talk about the 90-day free trial of CUES Unlimited memb…
73: How to Smash a CEO Interview—an Interview with Deedee Myers, Ph.D., and Peter Myers
May 24 • 37 min
A lot of work and preparation goes on before a credit union board interviews a candidate it is considering as a possible next CEO. The board has considered multiple resumes, decided what questions to ask (and which director will ask them…
Podcast Episode 72: CDFI Status Is a ‘Carrot’ for Innovation—and a Possibility for More CUs Than You Might Think, an Interview with Jamie Strayer
May 20 • 37 min
Many mainstream credit unions have long thought that community development financial institution status wasn’t something they could or should consider. Ou…
71: The Magical Point of Confluence Between Diversity and Inclusion, an Interview with Jerlando Jackson
Apr 19 • 21 min
Our guest, organizational scientist Jerlando F. L. Jackson, Ph.D., lives by the mantra, “Organizations are made up of people. It is the people and their decision-making that we want to change.”The V…
70: Best Practices for Modern Credit Union Contact Centers, An Interview With Terri Panhans
Mar 29 • 18 min
The focus of credit union contact centers has changed a lot in 20 years. While once they emphasized helping members perform transactions, today they focus on helping members deepen their relationships with their credit unions. Our guest in this epis…
69: Marketing Tactics and Strategies From Three Experts’ Perspectives, An Interview With Amy Herbig, Anthony Burnett and James Robert Lay
Mar 7 • 58 min
The lead faculty of the 2019 CUES School of Strategic Marketing joined the CUES Podcast recently to discuss marketing through the …
68: Leadership Behaviors That Engage Employees in Living Your Credit Union’s Mission, An Interview with Jen Kuhn
Feb 7 • 38 min
Jen Kuhn, CEO of Servistar Consulting, Franklin, Tennessee, describes how the good behavior of leaders and managers is key to employee engagement, which in turn is key to the success of credit union…
67: The Impact of CUES New Membership Structure, An interview with Jimese Harkley
Jan 13 • 24 min
Why did CUES restructure its memberships for 2019? According to Jimese Harkley, CUDE, the change was made for two key reasons: to simplify membership and to enable more…
66: 2018 CUES Next Top Credit Union Exec Competition Winner, An Interview with Lynette Cupps, CIE
Dec 17, 2018 • 19 min
In this show, Lynette Cupps, CIE, VP/organizational Development with $1.3 billion MAX Credit Union in Montgomery, Alabama, describes her excitement at being named 2018 CUES Next Top Credit Union Exec. Cupps also t…
65: Leading an Engaged and Inclusive Credit Union: An Interview With Kathleen O’Connor
Nov 13, 2018 • 25 min
In this show, Kathleen O’Connor, Ph.D., defines what employee engagement really means. An associate professor of management at the S.C. Johnson Graduate School of Management at Cornell University and a vis…
64: Using Charitable Donation Accounts to Be More Strategic in Your Giving: An Interview With Andy Roquet
Nov 6, 2018 • 14 min
A charitable donation account is a tool some credit unions use to be more strategic with their charitable giving. These accounts can help credit unions have more funds available to donate while also strengthening the credit union’s financial situati…
63: Using Data to Create Exceptional Member Experiences: An Interview With Brian Scott
Oct 22, 2018 • 23 min
To use analytics to create an exceptional member experience, credit unions need to know the potential impact of using descriptive, predictive and prescriptive data. SVP/Sales and Solutions Consulting for CUES Supplier member PSCU, Brian Scott talks …
62: Chasing Perfection in Talent Development, an Interview With John Pembroke
Oct 1, 2018 • 17 min
If you chase perfection in something, you might just catch excellence. John Pembroke describes how the newly restructured CUES memberships will help CUES members—and therefore their credit unions—reach their full potential. He also talks about three …
61: Pre-Purchase Analysis of Investments for Funding Benefits Plans, an Interview With Greg Smyth
Sep 13, 2018 • 24 min
Due diligence is a good idea before any credit union purchase. But the National Credit Union Administration actually requires a formal pre-purchase analysis before you buy investments to fund your employee and executive benefits plans. How is this best…
60: Talent Hoarding, an Interview with Annette Matthies
Aug 14, 2018 • 24 min
In this episode, we will discuss what talent hoarding is, what it occurs, and how a successful talent succession program can stop it. Annette is CEO and Founder of Aspen Edge Consulting.
59: Should Your CU Be Buying into BOLI, an interview with Fred Palmer
Jul 20, 2018 • 15 min
In this episode, we will define what BOLI is, the benefits and risks of investing, and the potential BOLI has for various credit unions. Fred is an executive benefits specialist with CUESolutions Platinum provider CUNA Mutual Group.
58: Generational Studies, an Interview with Jeff Fromm
Jul 3, 2018 • 21 min
In this episode, we will discover the importance of engagement across generations, knowledge of the consumer, and securing millennial loyalty. Jeff is president of FutureCast, author and Forbes contributor and featured speaker at CUES Execu/Net, August…
57: Media Relations and Credit Unions, an Interview with Lisa Hochgraf and Sharon Renault
Jun 22, 2018 • 28 min
In this episode, we will discuss how credit unions can gain trust by providing solutions, the value of research, and the best practices to follow when it comes to your credit unions reputation and building business. Lisa is CUES’ Senior Editor. Sharon …
56: Reinvention and Delivery Through Mergers, an Interview with David Leusink and Andy Kempf
Jun 6, 2018 • 21 min
CUES, CUES Podcast, credit union, executives, CEO, Credit Union Executives Society, director, board, merger, Doeren Mayhew, 4Front, M & A
55: The Strategic Gut Check, an Interview with Bryn Conway
May 14, 2018 • 20 min
In this episode, we will discuss strategic planning, the importance of the core elements of strategy, and staying true to them. Bryn is principal at BC Consulting and speaker at CUES 2018 Directors Conference, December 2-5, Waikoloa Village in Waikoloa…
54: Strategic Branding, an Interview with Taylor Wells
Apr 28, 2018 • 15 min
In this episode, we discuss branding, common brand misconceptions and how to avoid them, and how to overcome brand gaps. Taylor is communications director at On the Mark Strategies and speaker at CUES School of Strategic Marketing I & II.
53: Time is Running Out: FASB Accounting Changes, an Interview with Bryan Mogensen and John Pesh
Apr 25, 2018 • 15 min
In this episode, we will discuss the basic scope and applicability of the new ASU 2016-01 rule, Impacted investments and investment alternatives, and what this means for your CU. Bryan is principal of financial institutions at CliftonLarsonAllen. John …
52: Digital Growth, an Interview with James Robert Lay
Apr 6, 2018 • 21 min
In this episode, we will review the key takeaways of the State of Digital Growth report, discuss how credit unions can best prepare for digital growth, and the biggest opportunities for credit unions. James is the CEO of Digital Growth Institute and sp…
51: Keys to (Any) Member Business Lending Program, an Interview with Jim Devine and Bob Hogan
Mar 21, 2018 • 28 min
In this episode, we will discover the keys to any successful program, types of training and resources needed to succeed, and the learning opportunities offered in the CUES School of Business Lending series and Business Lending for Directors Seminar. Ji…
50: Influence in the Boardroom, an Interview with John Oesch
Mar 5, 2018 • 24 min
In this episode, we will discuss how to influence decision-making in the boardroom, understand the issues that arise when making decisions, and how to combat an underperforming board. John is associate professor, teaching stream at Rotman School of Man…
49: Developing a Strategic Advantage with Executive Benefits, an Interview with Chris Jones
Feb 16, 2018 • 17 min
In this episode we will examine the roles of the board, the cost of poor leadership, the current executive benefit trends, and an example of what it looks like when “things go right” and “when things go wrong”. Chris is an executive benefits consultant…
48: Mentoring, an Interview with Kathy Flynn
Feb 13, 2018 • 19 min
In this interview, we will discuss the value of mentorship, the challenges that mentorship may bring, and the different types of mentorship for you to consider. Kathy is the senior vice president of service operations at Golden 1 Credit Union.
47: The State of CU Governance, 2018, an Interview with Michael Daigneault
Jan 18, 2018 • 16 min
In this episode, we will discuss the State of CU Governance, 2018 Report, the findings by CUES’ Board Governance Assessment data and Quantum Governance, L3C, and what it all means for today’s credit union. Michael is founder and CEO of Quantum Governan…
46: New Tax Reform and the Impact on Executive Benefits Expenses, an Interview with John Pesh
Jan 12, 2018 • 14 min
In this episode, we will discover how the provision of the excise tax can greatly impact credit union organizations, considerations for reviewing and implementing compensation programs, and an industry perspective on what credit unions are doing to cur…
45: Positive Impacts on Strategy and Member Services, an Interview with Jeff Rendel
Dec 19, 2017 • 12 min
In this episode, we will explore the steps to easily incorporate positive, organization-wide efforts on strategy and member services. Jeff is president of Rising Above Enterprises and a highly sought after and accomplished speaker.
44: Improving Your Communication, an interview with Carla Rieger
Dec 8, 2017 • 13 min
In this episode, we will identify the five modes of communication, discuss phrasing statements to bring out the best in your communication, and identify the qualities of highly effective communicators. Rieger is a communication expert and director of T…
43: One-on-One Interview with CUES President/CEO, John Pembroke
Nov 21, 2017 • 13 min
As part of a quarterly series, in this episode, we will discover the unique, onsite professional development opportunity in CUES Symposium, upholding a good relationship with the board and highlight topics and trends within the credit union industry. P…
42: Succession Planning for the 21st Century Credit Union, an interview with Amy Hirsh Robinson
Nov 10, 2017 • 7 min
In this episode, we will discuss why succession planning so critical to the future success and sustainability of credit unions, how to successfully involve senior leadership and boards in effective succession planning, and strategies for simplifying su…
41: Credit Union Industry Perspectives: An Interview with Mike Lawson
Oct 27, 2017 • 21 min
In this episode, after doing more than 1,000 episodes of his show, Lawson shares his insights into top credit union industry trends and why, in a digital world, it is still important to have the face-to-face connections. Lawson is creator and host of C…
40: Invisible Influence, an interview with Jonah Berger
Sep 27, 2017 • 12 min
In this episode, we will discuss if your choices are driven by your own personal preferences and opinions and why influence is like a magnet. Berger is an expert on word of mouth, social influence, consumer behavior, and how products, ideas, and behavi…
39: Meet the 2017 NTCUE Finalists, an interview with Josh Gelser
Sep 15, 2017 • 14 min
In this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. Gelser is strategic projec…
38: Meet the 2017 NTCUE Finalists, an interview with Lindsey McMillen
Sep 14, 2017 • 10 min
In this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. McMillen is business syste…
37: Meet the 2017 NTCUE Finalists, an interview with Geoff Bullock
Sep 14, 2017 • 13 min
In this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. Bullock is financial educa…
36: Meet the 2017 NTCUE Finalists, an interview with Jessica Vartanian
Sep 13, 2017 • 15 min
In this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. Vartanian is the vice pres…
35: Meet the 2017 NTCUE Finalists, an interview with Derek Fuzzell
Sep 12, 2017 • 10 min
In this episode, we will highlight one of the five Finalists of CUES Next Top Credit Union Executive (NTCUE) competition. Join us as we learn more about their projects and how they impact the credit union industry and beyond. Fuzzell is vice president …
34: Straight Talk About Tech for Directors, an interview with Terence Roche
Sep 3, 2017 • 6 min
Join us as we discuss the trend toward mobile, key questions boards need to ask their executive teams about technology spending, and a big-picture overview of card income. Roche is principal of Cornerstone Advisors Inc., Scottsdale, Ariz., CUES’ strate…
33: A World Perspective on Digital Adoption and Digital Innovation, an Interview with JP Nicols
Aug 21, 2017 • 17 min
In this episode, we will gather a world perspective on digital adoption and digital innovation, understand what stimulates innovation for the financial services market, and discover the distinction between leaders, learners, and laggarts. Nicols is a f…
32: Recruiting Leadership, an interview with Tony Kirschner
Aug 4, 2017 • 30 min
In this episode, we will discuss the different types of search firms and how they work, the various roles that executive search firms play, and the advantages and disadvantages they offer. Kirschner is partner at Davies Park Executive Search, a leading…
31: Executive Compensation Survey, an interview with Michael Becher
Jul 23, 2017 • 20 min
In this episode, we will discuss the purpose of salary surveys, trends in credit union executive compensation, and how to obtain and best use survey results. Becher is vice president of Industry Insights, Inc.
30: Brand Building, an interview with Denise Lee Yohn
Jul 17, 2017 • 22 min
In this episode, we will define brand as a business, the changes in brand building strategies, and some of the biggest challenges organizations face to communicate their brand effectively. Lee Yohn is a brand-building expert and author of the bestselli…
29: Risk Appetite, an interview with Ancin Cooley
Jul 10, 2017 • 21 min
In this episode, we will discuss why credit unions should develop risk appetite statements, what are the risks and benefits, and what is needed to implement them at your credit union. Cooley is principal at Synergy Credit Union Consulting, Inc.
28: Negotiation, an interview with Chris Voss
Jun 26, 2017 • 31 min
In this episode, we will discover what it takes to be more effective negotiators from former FBI kidnapping and hostage negotiator, Chris Voss. Voss is the author of Never Split the Difference: Negotiating as If Your Life Depended on It and featured sp…
27: Consumer Lending, an interview with Brett Christensen
Jun 20, 2017 • 14 min
Join us as we discover the attributes and responsibilities of lending managers, loan growth strategies, and loan product features and rate design suggestions. As the owner of CU Lending Advice, LLC, Christensen works directly with credit unions in the …
26: Retail Experience, an interview with Ruth Kapcia
Jun 15, 2017 • 9 min
In this episode, we will explore considerations for retail experience as part of the overall branding and marketing efforts and targeting on what branding means for an organization. Kapcia is the director of retail experience for Weber Marketing Group …
25: Brand Strategy, an interview with John Mathes
Jun 8, 2017 • 14 min
In this episode, we will identify your return on marketing efforts, defining brand, and the driving forces behind branding. Mathes is the director of brand strategy for Weber Marketing Group and serves as one of the faculty members at the CUES School o…
24: Board Compensation, an interview with Matt Fullbrook
May 23, 2017 • 27 min
Join us as we discuss the roles and responsibilities of credit union boards today, compensation for the board and the risks and benefits they face. Fullbrook is the manager of the Clarkson Centre for Board Effectiveness at the Joseph L. Rotman School o…
23: Next Top Credit Union Exec, an Interview with Shannon Cahoon
May 15, 2017 • 16 min
Join us as we dive deeper into the NTCUE experience. We will discuss the NTCUE process, tips for those looking to join the challenge and the benefits that come from the competition. Cahoon is the community outreach coordinator at Fibre Federal Credit U…
22: CUES’ Strategic Innovation Institute, an interview with Huggy Rao
May 11, 2017 • 14 min
In this episode, we’ll define and explore scaling up excellence, the most common mistakes organizations make in scaling and get an insider take on the Strategic Innovation Institute. Rao is Atholl McBean professor of organizational behavior and human r…
21: Member Experience, an Interview with Mike Neill
May 1, 2017 • 22 min
Join us as we discuss the critical drivers of member experience, how to excel and identify areas of improvement. Neill is the president and founder of Michael Neill & Associates, Inc. and creator of ServiStar as well as one of the instructors at the CU…
20: Strategic Growth, an interview with Stephen Morrissette
Apr 17, 2017 • 29 min
In this episode we will discuss the training and teaching at CUES Strategic Growth Institute at the University of Chicago Booth School of Business. Join us as we uncover merger trends both inside and outside the industry, challenges CU’s face and outli…
19: Innovating with CUSOs, an interview with Linda Bodie
Apr 3, 2017 • 24 min
As part of CUES on CUSO’s month-long focus on credit union service organizations, in this episode we speak to Linda Bodie, CEO and chief innovator at Element Federal Credit Union. Linda works with several CUSOs to make her small credit union act big. W…
18: Social Media Strategy, an Interview with Charlotte Boutz
Mar 20, 2017 • 22 min
In this episode, we will explore the role of social media within branding strategy; consider utilizing social media to drive engagement and culture building; discover tips for managing and resourcing social media from a tactical level; and discuss the …
17: Improving Member Experience, an Interview with Butch Leonardson
Mar 1, 2017 • 9 min
In this episode, we will learn how to improve member experience through the development of an innovation pipeline, learn how to implement it throughout your entire organization and identify your organizations’ pain points. Leonardson is a recognized in…
16 : Empowering Ethical Board Decisions, an Interview with Richard Powers
Feb 20, 2017 • 11 min
In this episode we will identify the factors that may breakdown decision making by the board, the maintaining of ethics and the role they play in CEO compensation planning. Powers is lead instructor for the CUES Governance Leadership Institute.
15: Professional Development, an interview with Christopher Stevenson
Feb 13, 2017 • 10 min
CUES 15: Professional Development, an interview with Christopher Stevenson Join us as we explore a brief history of online learning and its evolution as well as the emerging delivery methods for education. Stevenson is the SVP/Chief Learning Officer…
CUES14: Digital Payments, an interview with Sundeep Kapur
Feb 6, 2017 • 8 min
CUES14: Digital Payments, an interview with Sundeep Kapur. In this episode, we will explore the world of digital payments and identify what credit unions can do to compete against companies like Pay Pal and fintech. Kapur is the consultant and founder
13: Cybersecurity, an Interview with Jim Stickley
Jan 23, 2017 • 18 min
Join us as we identify the areas of biggest risk for cybersecurity attacks; assess the role of credit union directors in relation to fraud and cybersecurity; and discuss what steps you can take to reduce the risk of threats. Our guest is the is CEO of …
12: Book Recommendations for Strategy Development, an Interview with John Oliver
Jan 10, 2017 • 7 min
CUES 12: Book Recommendations for Strategy Development, an Interview with John Oliver This is part of a continued interview with John Oliver. In this episode we will discover book recommendations and how strategy gives you a competitive advantage. Oli…
11: Strategy Development, an Interview with John Oliver
Jan 9, 2017 • 23 min
CUES 11: Strategy Development, an Interview with John Oliver Join us as we explore the meaning of strategy, the major components in strategic developments and who should be involved in this process at your organization. Oliver is the faculty lead and …
10: Into the Mind of a CU Market Researcher, an Interview with Ben Stangland
Dec 19, 2016 • 9 min
Into the Mind of a CU Market Researcher, an Interview with Ben Stangland In a continued interview with Ben Stangland, we will learn more about market research and what questions to consider in branching opportunities.
9: Data Mining, Segmentation and Branching, an Interview with Ben Stangland
Dec 19, 2016 • 21 min
Thinking of opening a new branch? Join us as Ben Stangland, principal and vice president of operations at Weber Marketing Group, examines the process, identifies where to start and how to create and utilize a toolkit for leadership.
8: Effective Strategy Execution, an interview with Michael Daigneault
Dec 5, 2016 • 12 min
Join us as we examine the terms of effective constructive partnerships with you board and executive team. Discover what makes a good board member, the value in board assessment and the importance of professional development. Michael Daigneault is the C…
7: Market Opportunity for Member Business Services, an Interview with Jim Devine
Nov 23, 2016 • 17 min
Discover why member business services are the most leverageable thing a credit union can do to improve their performance. Jim Devine is founder, chairman and CEO of Hipereon Inc.
6: Mergers and Acquisitions, an Interview with David Ritter
Nov 15, 2016 • 7 min
What are the biggest mistakes in the merger process that credit unions should avoid? Join us as David Ritter, strategic M&A advisor at Doeren Mayhew, shares his thoughts.
5: A Culture of High Accountability, an Interview with Doug Samuels
Nov 15, 2016 • 24 min
Discover how mixing unconventional strategies with a culture of high accountability can lead to a transformed and strengthened organization. Doug Samuels is president and CEO of Space Coast Credit Union.
4: Enterprise Risk Management, an Interview with Vincent Hui
Oct 28, 2016 • 15 min
Why should credit unions consider enterprise risk management (ERM)? Explore ERM with Vincent Hui, senior director of Cornerstone Advisors, Inc.
3: A Hero Friendly Culture, an Interview with Jim Bearden
Oct 27, 2016 • 13 min
Unleash the heroes in your credit union by cultivating the behaviors needed for your organization to achieve success. Jim Bearden is a decorated Vietnam veteran, former corporate executive, and now serves others as a leadership and accountability spea…
2: Achieving a Strategic Rhythm in Your Credit Union, an Interview with Les Wallace
Oct 27, 2016 • 15 min
Explore strategy and strategic planning for CUs. Discover easy and practical ways to add excitement and more dialogue to your credit union board meetings. Les Wallace is the founder of Signature Resources.
1: Welcome and Intro to the CUES Podcast
Oct 26, 2016 • 4 min
Welcome to the CUES Podcast! This brief episode provides context for the show and takes a look at upcoming episodes.
0: CUES Podcast Trailer
Oct 25, 2016 • 0 min
Welcome! This is the preview for the CUES Podcast. Thanks for joining us! You’re choosing the CUES podcast, where we’ll talk to credit union industry leaders and cross-industry experts for a wide-range of perspectives on trends and topics relevant to y…