Help Your CU's Favorite Charities, Brand and Bottom Line
CUES Podcast
by CUES
4d ago
Bruce Bauer understands how credit unions sometimes push establishing a charitable donation account down on their list of priorities. But Bauer, an executive benefits specialist with CUESolutions provider Cuna Mutual Group, rather wishes they wouldn’t.  In this episode, Bauer explains that credit unions that have charitable donation accounts can get additional revenue from the same budget line item for their philanthropy. That’s because CDAs allow them more investment flexibility (and potentially more return) both on the dollars they plan to donate plus a specific amount of additional fun ..read more
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Committed to Closing Racial and Language Gaps
CUES Podcast
by CUES
1M ago
CUES member Jeff Disterhoft became passionate about advancing diversity, equity and inclusion after his son took a class about race at the University of Iowa and started asking his dad questions about DEI. “A few things became clear over the course of the semester,” Disterhoft says in the show. “One, I didn't have it all figured out in terms of the systemic oppression of people of color in our country for hundreds of years. Two, I had a lot of unconscious biases that had not been properly addressed. And three, I could do more as an individual, and I felt like GreenState could do more as an or ..read more
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Embodying 'Humble, Hungry and People-Smart'
CUES Podcast
by CUES
2M ago
If you're building a team, you want players who are humble, hungry and people-smart. Zachary Churchill says this is not his idea—it's from Patrick Lencioni, founder of The Table Group—but Churchill seems not only to espouse it but embody it.  The winner of the 2022 CUES Emerge competition, Churchill is not afraid to say he previously entered the competition in 2013 and didn't advance. So that's pretty humble. “For me, ego is the obstacle to personal progress,” says Churchill, CUDE, CMA, CFE, CCM, in the show. “I tend to think my way is good enough, so why change? But the truth is, we’re ..read more
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Stay Open to the Options in CEO Succession and Mergers
CUES Podcast
by CUES
3M ago
Episode 137 of the CUES Podcast tells a story of CEO succession that includes two leaders splitting the president and CEO roles for about six months;  doing additional planning for the expected retirements of the longtime CFO and CIO; consideration of several merger options; and a merger.  This is the story of Charlotte Metro Credit Union, which just as we were about to publish this episode announced its new name will be Skyla Credit Union. Our guests for this episode are CUES member Bob Bruns, retiring president/CEO, and Eric Gelly, incoming president/CEO for the $1 billion institut ..read more
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Get Authentic Grit and Awe Those Around You
CUES Podcast
by CUES
4M ago
Got grit?  According to the guest in this episode of the CUES Podcast, getting grit is about having passion and perseverance in pursuit of long-term goals. It’s about going outside of your comfort zone and taking risks to live your best life. As a bonus, the process of getting grit will likely inspire other people to want to behave that way as well.  “Grit is really defined also by the fact that these are your goals, your unique goals that you want to accomplish,” explains Caroline Adams Miller, author of the books Getting Grit and Creating Your Best Life. “And why is that? Because i ..read more
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Be an Equity Injector
CUES Podcast
by CUES
7M ago
James Hunter, CCM, not only has deep knowledge of credit union lending best practices but also a passion for diversity, equity and inclusion. In fact, Hunter says in this episode of the CUES podcast that he strives to put the two together every day—to be an “equity injector” that helps all members of his credit union be more able to live their best financial lives. “I want to be the equity injector,” Hunter says in the show. “I want to find ways that we can creatively come up with the resources and tools to help individuals get what they need so they can stop worrying, but also have peace of m ..read more
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The Big Opportunity to Reduce Friction Across the Credit Union—an Interview With Bill Handel
CUES Podcast
by CUES
7M ago
Sponsored by Fiserv Want to compete better with fintechs? Reduce friction. Want to make more loans? Reduce friction? Want to become more appealing to young people? Reduce friction. The opportunity that lies in reducing friction across the credit union is a key theme in this episode of the CUES Podcast. Our guest is Bill Handel, general manager and chief economist at Raddon, a Fiserv company. Fiserv, based in Brookfield, Wisconsin, is a CUES supplier member and the sponsor of the show.  “How do we build that relevancy within those younger generations?” he asks. “It's not just mortgages. It ..read more
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CUES 131: A People Perspective on Core Conversions—with Tami Webb
CUES Podcast
by CUES
9M ago
When considering a core conversion, Tami Webb, who is VP/sales for CUES Supplier member United Solutions Company, Tallahassee, Florida, suggests first asking:  Why do we want to change? What's the objective? What's driving all this work?  Webb is our guest for this episode of the CUES Podcast. She has helped about 30 credit unions convert to a hosted core or remote data processing system. At USC, Webb works with clients to convert and use XP2 or DataSafe. She also has experience working with other Fiserv core solutions as well as Jack Henry’s Symitar Episys and Ease solutions.  ..read more
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CUES 130: Mergers Have ‘Roots and Wings’—an Interview With Jeff Shewfelt, CCD, and Bill Kiss, CCD
CUES Podcast
by CUES
10M ago
When G&F Financial and Aldergrove Credit Union merged, they started with a cultural assessment to see if the combination was a right fit. And they followed up with “roots and wings” sessions designed to honor the history of both credit unions and to create alignment around their joint future. “We did some reads to see exactly where individual employees were at, what were their values, what was important to them, and try to align what they liked about their previous organizations and what they hoped for the new organization,” explains CUES member Bill Kiss, CCD, co-CEO of G&F Financial ..read more
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CUES 129: Key Do’s and Don’ts of Employee Engagement—an Interview With Matthew Bidwell, Ph.D.
CUES Podcast
by CUES
11M ago
During this episode of the CUES Podcast, Matthew Bidwell, Ph.D., talks about the employee engagement at NASA leading up to the lunar landing.  If you asked an employee who was sweeping the floor what they were doing, they would have said, “I’m putting a man on the moon,” notes Bidwell, associate professor of management at The Wharton School at the University of Pennsylvania in Philadelphia, and a speaker at TalentNEXT in May in Austin, Texas.  Sharing the vision and how each job played into larger organizational achievement was clearly successful at NASA during that time. And it can ..read more
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