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FORUM is federally insured by the National Credit Union Administration and is an Equal Housing Opportunity lender. NMLS #469848
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Credit Union Exam Solutions Presents With Flying Colors
Mark Treichel's Credit Union Exam Solutions
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Tips for Credit Unions Success on the NCUA Examination. Brought to you by Mark Treichel's Credit Union Exam Solutions.
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This podcast is aimed to help credit union leaders and marketers think outside of the box about marketing, technology and community impact. Each episode we bring on guests from inside and outside of the industry who will challenge your preconceptions about business as usual.
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We serve hope to current and aspiring credit union leaders by providing solutions to your leadership challenges. If you’re a credit union leader seeking to grow your business, tune in to this podcast. ServiStar Consulting’s Mike Neill, Taylor Murray, and Scott Albrecht draw on their extensive experience of working with countless credit unions to provide valuable insights and lessons.
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Find Your Balance is a podcast about making smart money moves, hosted by US Eagle Federal Credit Union. We cover all topics that can contribute to better financial wellbeing.
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The majority of Vermonters are member-owners of a financial cooperative Vermont credit union, supported by the Association of Vermont Credit Unions.
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Subscribe to FHLBank Atlanta's podcast series, iLink, today. Catch up on the latest industry trends, expert perspectives, and FHLBank Atlanta news.
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The podcast that focuses on how to use the money you have, make the money you need and save the money you want. Host Kim Chapman, Financial Wellness Director for Neighbors Federal Credit Union, explores the issues that can affect your financial well-being and discusses ways for you to enjoy the financial freedom you've been looking for.
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Listen to the Local Home Loan Experts from UnitedOne Credit Union in Manitowoc and Sheboygan discuss home loans. This show is a great resource for anyone in the housing market in Wisconsin, whether you are purchasing your first home or building your dream home! Learn more at https://www.UnitedOne.org/MortgageHome NMLS # 439833 Equal Housing Opportunity Membership Eligibility Required. Federally Insured by NCUA.
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Join hosts Alex Becerra and Brit Kelleher on a journey to wards financial wellness and meaningful community involvement. The Perfect Cents Podcast, presented by SAFE Credit Union is a program designed to empower each listener to take control of their financial situation and become a greater force for good in their community. Episodes will feature recurring segments along with occasional guests from around the Greater Sacramento region. Guests will include SAFE Credit Union colleagues, indust ...
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Credit Union Regulatory Guidance Including: NCUA, CFPB, FDIC, OCC, FFIEC
Credit Union Exam Solutions Inc.
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This podcast provides you the ability to listen to new regulatory guidance issued by the National Credit Union Administration, and occasionally the F D I C, the O C C, the F F I E C, or the C F P B. We will focus on new and material agency guidance, and historically important and still active guidance from past years that NCUA cites in examinations or conversations. This podcast is educational only and is not legal advice. We are sponsored by Credit Union Exam Solutions Incorporated. We also ...
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Welcome to the Pocket Change Podcast where you’ll learn better ways to spend, save and invest and take control of your financial journey. Each episode will provide smart money tips and strategies to help you become financially fit. We will also introduce you to community champions making a difference in the lives of others. Join us and our guests as we will help you become the champion of your finances. Pocket Change Podcast is presented by Leaders Credit Union where we power your passion an ...
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Welcome to The CUInsight Network. In each episode we have wide-ranging conversations with thought leaders who support the credit union community. We identify issues and challenges facing credit unions and identify best practices. The goal of The CUInsight Network is to take a deeper dive with people and find the gems we can all learn and grow our credit unions from. Thank you for tuning in. Enjoy!
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Affinity Federal Credit Union presents Wellbeing and Your Wallet podcast! Learn tips and tricks on how to navigate everyday money challenges and chart the course to financial wellbeing from our expert hosts Grant Gallagher and Shawn Lubitz.
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Welcome to the Golden 1 Credit Union Financial Empowerment Podcast, where together we explore financial health and the overall wellbeing of our community. Tune in for life-improving financial tips – gathered from interviews with subject-matter experts, business trailblazers, community leaders, and dedicated Golden 1 employees. As a not- for-profit member owned credit union, we’re here to empower your financial journey and, ultimately, empower you – towards a brighter, more secure future. Tog ...
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As a 2023 CU Rockstar Recipient, Hailey Windham, CFCS (Certified Financial Crimes Specialist) demonstrated unbounding passion for educating her community, organization and credit union membership on scams in the market and best practices to avoid them. She has implemented several programs within her previous organizations that aim at holistically learning about how to prevent and detect fraud targeted at membership and employees. Windham’s initiatives to build strong relationships and partne ...
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FI GROW Solutions is a partner agency that works with credit unions and community banks to help drive growth and sales. We think bank marketing is broken! We decided to "Hit Record" during our strategic conversations around what's working for our partners, to share with other bank and credit union marketers and executives. If you're looking for best practices for your bank or credit union, join us while we talk all things sales, marketing and strategy for financial institutions!
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I am Tansley Stearns, and this is Despite Impossible. I am a long-time credit union executive leading Community Financial as president & ceo. I have always admired and been inspired by people whose passion is boundless and who don't comprehend the word impossible. This show focuses on their stories.
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Want to know what’s going on in the credit union industry? From CUSOs to regulatory (and everything in between) we’ll talk about relevant topics and how they could affect you and your business.
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Welcome to Credit Union Conversations podcast with your host, Mark Ritter, a forward-thinking CEO, who excels in helping credit unions, small businesses, and real estate investors succeed. Join Mark as he explores current trends, interview industry experts, and get fresh insights on optimizing your lending operations and delivering the best possible services to credit union members. More about your host: Mark Ritter is the CEO of MBFS & Nu Direction Lending and an expert in credit unions and ...
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Join host Sam Kilmer, fintech advisor, in unscripted conversations with top fintech industry leaders. No planned corporate talking points, no scripts, no pitches. Just useful advice and insights. To keep it lively, Sam often brings co-hosts like author/researcher Ron Shevlin, former American Banker editor Mary Wisniewski, and former Bank Director President Al Dominick.
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The Cornerstone League Podcast is dedicated to topics at the heart of the credit union industry featuring credit union thought leaders from across the industry. Together, we discuss advocacy, professional development opportunities, emerging trends, and what drives the "people helping people" philosophy.
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ACUMA’s ONpoint Podcast series features some of the mortgage lending industry’s leading lights offering strategic insights and sound solutions to the challenges lenders face every day. In addition, each episode ends with a little bit of humor to help reset the tone of your day. Both personally and professionally, Onpoint Podcasts are an excellent investment of small amounts of time in return for great rewards.
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Welcome to "Union Strong: NJSPBA Voices Podcast", the official podcast of the New Jersey State Policemen's Benevolent Association (NJSPBA). Hosted by Vinny Rizzo, State Delegate from Local #217, this podcast delves into the critical issues, untold stories, and key initiatives impacting our brave men and women in blue. Join us as we engage in candid conversations with law enforcement professionals, union leaders, and community stakeholders to explore the challenges and triumphs of policing in ...
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Conversations with leading credit union executives about career development, industry practices, and secrets for success.
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Money isn’t Everything explores the many ways fintech is changing what it means to be a bank or credit union. Host Mary Wisniewski, Cornerstone's editor-at-large and long-time fintech reporter, interviews early-stage startups, academics, and creative fintech thinkers, on how they're rewriting financial services. Listen every other Thursday morning. Expect laughter.
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The Digital Banking Podcast is powered by Tyfone. Tyfone is a dramastically better digital banking provider. Our appeal is unique, we collaborate closely with our customers and the banking ecosystem in an open approach coupled with a powerful user experience that helps “get things done”! On our podcast you will hear how digital banking plays a leading role for community minded financial institutions from the unique perspectives of our industry expert guests.
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Welcome to Money Health @ NHS Credit Union, the podcast that's all about equipping our members with the tools to achieve financial resilience and thrive! Join us for uplifting conversations, actionable advice, and inspiring stories, as we encourage you to take control of your money and build a brighter future.
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Welcome to VyCast, by VyStar Credit Union, where we bring a blend of knowledge, expertise, and fun to the world of finance. Good financial health is not just about numbers and statistics, it’s also about building relationships and making the most of every opportunity to grow. We also highlight incredible community partners who are helping us live out our purpose to Do Good in the places we call home. Stay tuned for our exciting episodes, packed with insights and practical tips that will hel ...
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Be the leader of your financial future. Join the experts from Orlando Credit Union, a financial institution in Central Florida, to learn about building wealth, our changing economy, the benefits of many products and financial services , and more. Tune in for new episodes dropping twice a month and find out more about the products mentioned by visiting https://www.orlandocreditunion.org. At Orlando Credit Union, we're #investinginU
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The FIsionaries Podcast, sponsored by Alkami Technology Inc., shines a light on financial institutions (FIs) at the bleeding edge of digital transformation. The podcast, hosted by Jim Marous, features banks and credit unions sharing lessons learned from their digital transformation journeys as well as insights from fintech partners and other industry thought leaders. Each episode will provide regional and community banks and credit unions with insights, tips and tricks to elevate their digit ...
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Credit union people. Credit union ideas.
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For credit union women by credit union women. We are two former credit union marketers on a mission to inspire women in this great industry to become the best versions of themselves. By being vulnerable, thinking positively, talking about our daily struggles and fears, and building each other up, we will connect strong, fabulous credit union women to help them become more confident and empowered leaders.
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The fintech industry is evolving rapidly, and the BIGcast is here to delve into its impact on the credit union industry. Our esteemed guests from across the financial, technology and security sectors will provide thrilling perspectives on the latest fintech innovations that are poised to revolutionize the way we handle our finances. Each week join thought-leader, John Best and subject matter expert, Glen Sarvady as they take a quick dive into the financial industry's current breakthroughs an ...
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Hosted by Core Credit Union CEO Michael Byrne, Credit Union Discussions dives into topical issues in the Credit Union sector focusing on innovative solutions by bringing the expertise of leading voices working in and supporting Credit Unions
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Plugged In brings you raw, honest takes on all things in the banking industry. That means you aren’t going to get some buzzword-filled, cliche podcast – you’re getting an unfiltered look into topics in the financial world no one else is talking about. Your hosts, Al Dominick and Steve Williams, will talk to top players in the industry about what matters now, and what will shape the future. To groove along with Al and Steve's song references each episode, check out the official Plugged In Spo ...
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We’re tackling confusing financial topics, answering your questions and helping you make smart financial decisions. This podcast is made possible by TAPCO Credit Union, Pierce County’s original member-owned credit union.
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This podcast was created to help educate on the basics of financial information to help our community be financially successful. Presented by First Pioneers Federal Credit Union.
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Avadian is the only financial service provider that will go out of its way every day to value you as a person, to make you feel delight.
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A podcast featuring people in Saskatchewan that explores human connection, meaningful conversation and the role that money plays in our hopes, dreams and fears. Powered by Conexus Credit Union.
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Welcome to The CU Strategy Podcast, a podcast designed especially for Credit Union leaders. Our goal is to bring you the latest resources for your membership. Whether your credit union has ten thousand or ten million members, we think you’ll find our conversations valuable.
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Welcome to the Household CFO podcast, hosted by Benji Banks & Shaun Irwin and powered by FORUM Private Client Group. The purpose of this podcast is to help listeners understand and consider their unique goals and different trade-offs involved in the financial decision-making process.
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Join us on an adventure from finance to fitness. Learn practical strategies and tips to take the reins of your finances and well-being through the experiences industry experts and special guests.
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A branding and marketing podcast for credit union marketers from Braid Creative.
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Banking on Credit Unions is your one-stop podcast for the intricate yet intriguing world of Collections, Bankruptcy, and Foreclosure law for Credit Unions. Expertly hosted by Jim Sorenson of SVL Law, we illuminate the complex landscape of these legal areas that can profoundly impact credit unions' trajectory. Each week, we discuss cases, analyze rulings, and unveil legal strategies to inform, empower, and uplift your credit union.
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Murmurings: highlighting best practices around financial education, financial well-being, philosophy and philanthropy in the credit union space. Whether it’s collaborating on projects, convening resources, igniting passion, honoring leaders, or making financial education meaningful, the Foundation represents credit unions at the national level, kick starting their efforts to strengthen the financial well-being of everyone in their community.
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Welcome to Compliance 911, a no-nonsense, cut to the point, style show for today’s busy bank and credit union compliance professionals. With this series of bi-weekly shows our goal is to boil down some of today’s hottest regulatory compliance topics in quick and easy to digest 5-10 minute episodes so you can get the information you want and get on with your day. We’ll be discussing topics like CRA, HMDA, Fair Lending, Anti Money Laundering, and so much more. Don’t forget to subscribe and tel ...
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Welcome to the CUES Podcast! Credit Union Executives Society supports this interview-format show that features credit union industry leaders and cross-industry experts discussing their perspectives on credit union topics and trends relevant to you. We explore topics like leadership, strategy, organizational culture, member experience, marketing, mentoring, innovation, governance, cybersecurity and more. Check out our rich content website at www.cumanagement.com. In addition to this podcast d ...
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Hear inspiring stories leading up to Grandma's Marathon, a 26.2-mile road race along the scenic shores of Lake Superior and finishing in Duluth, Minn. Started in 1977 with only 150 runners, Grandma's Marathon is now the 12th largest marathon in the United States and brings approximately 20,000 participants to northern Minnesota each June. Our podcast is brought to you with the support of Essentia Health. Grandma's Marathon is proudly presented by Toyota, Members Cooperative Credit Union, and ...
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Let me draft show notes that capture the key points from this podcast episode while maintaining a natural flow without bullets or numbering. Episode Title: What is the Meaning of "Agreed Upon Corrective Action"? Summary: In this special Archive episode of With Flying Colors, Mark explo…
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Do you wish your team cared about their work as much as you? Most leaders get focused on managing the operations that they forget to lead their team. In this episode of the Credit Union Leadership Podcast, hosts Scott and Scott explore the crucial elements of effective leadership - focusing on the importance of purpose and why leaders must deeply b…
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Episode 86 - SMART Ways to Personalized Your Bank or Credit Union Website Homepage
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In this episode of our podcast, Meredith Olmstead, CEO of FI GROW Solutions, and Kristin Mock, Senior Inbound Strategist, delve into the world of digital branches for banks and credit unions. They discuss the power of customizing digital experiences right from the homepage based on user behavior and characteristics, a strategy that not only enhance…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The full OCC report can be found HERE Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to success. Our team understands the intricacies of NCUA examinations from the insid…
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Federal Agency Transitions and Their Impact on Credit Unions
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What if the credit union mortgage industry is on the cusp of major changes as the political landscape shifts in Washington? Join ACUMA President Peter Benjamin on the next episode of the ONpoint Podcast as we unpack the complexities of the current political climate with our insightful guest, Leah Dempsey, Shareholder from Brownstein Hyatt Farber Sc…
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Micro-Interactions: The Key to Credit Union Growth in 2025
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What is a micro-interaction, and why should credit unions care? Fintech growth and business transformation strategist Samantha Paxson joins us on The Remarkable Credit Union podcast to discuss how credit unions could benefit from focusing less on big loans and focusing more on daily financial activities. We talk about how frequently used financial …
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Welcome to Credit Union Conversations! This week, we kick off an exciting new series focused on the relationship between credit unions and small business owners. Host Mark Ritter is joined by Nathan Crouch from Erie Federal Credit Union and one of their standout business members, Joseph Markiewicz. Together, they’ll explore the ins and outs of the …
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How Capital Credit Union Uses Data to Drive Personalized Growth
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Financial institutions of all sizes face mounting pressure to deliver personalized experiences that rival tech giants and fintech disruptors. As consumers increasingly expect tailored financial services that anticipate their needs and preferences, credit unions must evolve beyond traditional relationship banking. We’re joined by Steve Zich, Chief M…
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Building Credit Union Loyalty Through Humor and Innovation with Laszlo Tallai
1:28:09
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In this episode of the Digital Banking Podcast, host Josh DeTar sits down with Laszlo Tallai to explore the unique ways credit unions can stand out in the digital age and redefine member experiences. Laszlo delves into the power of humor and unconventional approaches, sharing how a lighthearted April Fool's prank turned into a viral campaign, spark…
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Jim Nussle, President/CEO, and Carrie Hunt, Chief Advocacy Officer, for America's Credit Unions share insights on the make up of the 119th Congress, the issues that affect credit unions and which ones might materialize in 2025. Hosted by Joe Bergeron, President of Association of Vermont Credit Unions.…
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Join us for episode ten of News You Can Use as Joe Kennerson, Managing Director at Darling Consulting Group, joins Scott Brennan, Director of Sales, and Todd Wacker, Director of Member Strategy, to share strategic insight as we plan for the months ahead. Podcast Disclaimer This podcast is neither a legal interpretation nor a statement of Federal Ho…
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Insights from the Acquire or Be Acquired Conference // Margaret Hartigan, Nikhil Lakhanpal & Todd Schell
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The Acquire or Be Acquired conference was buzzing with optimism, big ideas, and strategic conversations about the future of banking. In this episode of Fintech Hustle, host Sam Kilmer and co-host Al Dominick sit down for an unscripted discussion with Margaret Hartigan (Founder & CEO, Marstone), Nikhil Lakhanpal (Co-founder, Narmi), and Todd Schell …
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Loneliness Cuts Deeply for People: Five Ways Your Leaders Can Build Connection and Bottom-Line Results
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Loneliness Cuts Deeply for People: Five Ways Your Leaders Can Build Connection and Bottom-Line Results. To access this article, and subscribe to the weekly newsletter, visit Tansley Stearns' Curiously Driven Newsletter page.By Community Financial
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Episode 10 – An In-Depth Look at the NJSPBA’s Legal Protection Plan
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Send us a text In Episode 10 of the Union Strong: NJSPBA Voices Podcast, host Vinny Rizzo converses with Kevin Lyons, the current executive director of the New Jersey State PBA. Kevin, who manages the organization's legal protection plan, discusses the plan's extensive benefits, including civil and criminal coverage, life insurance policies, and le…
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What to Think About When Acquiring a CUSO
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Mike Mulvey discusses what your credit union should be considering when acquiring an existing business to operate as a CUSO. We talk about how to legally structure these transactions, due diligence considerations in finding the right business, operating the business in accordance with CUSO regulations, and more!…
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Today’s guest is Shruti Miyashiro. Shruti is a dynamic credit union leader, a veracious reader, and someone who is approachable, warm, and authentic. Shruti is also the president & ceo of Digital Federal Credit Union, one of the largest and most innovative credit unions in North America, headquartered in Marlborough, MA. This is Shruti’s story.…
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Planning for Your Child’s Financial Future
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Affinity Federal Credit Union presents the Wellbeing And Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher are joined by Jamie Boehm, AVP of Digital Experience at Affinity, to discuss planning for your child's financial future. Key discussion topics include: the importance of teaching kids about money at an early a…
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Financial Foundations: Building Your Wealth with Jason Knapps
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Unlock the secrets to financial empowerment and take control of your future with insights from Jason Knapps, a seasoned LPL financial advisor. We promise you'll learn how personalized financial planning can bolster your confidence and help you realize your dreams. Jason takes us through his journey from Hibernia Bank to becoming a wealth management…
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Leading the Charge: Why Banks Are Uniquely Positioned for Scam Prevention
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The latest episode of Banking on Fraudology tackles one of the most critical issues facing the financial industry today - the role of banks in preventing scams. Host Hailey Windham welcomes special guest Ayelet Biger-Levin, a passionate advocate for advancing scam detection and prevention strategies, to discuss why banks are uniquely positioned to …
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Join us as we unpack the W-4 form- what it is, why it's important, and how making the right adjustments can boost your financial well-being. Whether you've experienced a major life-change, started a side hustle, or simply want to maximize your take-home pay, this episode has something for you!
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John and Glen connect with noted security expert Roger Grimes to untangle the recent developments in quantum computing and discuss why Roger believes the big encryption-obliterating breakthrough will come sooner rather than later - if it hasn’t already. Links related to this episode: Roger’s recent LinkedIn post on why a 2035 Quantum prep date is “…
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The Investing Basics Everyone Should Understand
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In this episode, Andy chats with Charles Grigsby, CFP®, Financial Advisor with FORUM Private Client Group about investing basics. You won't want to miss all the helpful tips! For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Smarter Money Life on YouTube. Reference to, or information abo…
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Kyle Hauptman is NCUA Chairman: What It Means for Credit Unions
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Kyle S. Hauptman Designated as NCUA Board Chairman ALEXANDRIA, Va. (Jan. 22, 2025) – President Donald J. Trump has National Credit Union Administration Vice Chairman Kyle S. Hauptman as the thirteenth Chairman of the NCUA Board. “I am deeply honored that President Trump has asked me to…
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"Instant payments are going to improve member experiences and better meet expectations." - Dr. Siva Narendra Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community.…
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Digital Banking Podcast 112: Why Community FIs Must Rethink Customer Retention with Har Rai Khalsa
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In this episode of the Digital Banking Podcast, host Josh DeTar is joined by Har Rai Khalsa, CEO and Co-Founder of Swaystack, to explore the evolving landscape of customer acquisition and retention in community financial institutions. Har Rai shares his unique journey, from his upbringing rooted in community values to his entrepreneurial career foc…
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Episode 9 - Preview of the NJSPBA Collective Negotiations Seminar
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Send us a text In Episode 9 of the Union Strong: NJSPBA Voices Podcast, host Vinny Rizzo previews the upcoming collective negotiation seminar scheduled for February 4th to 6th in Atlantic City. Guests Pat Papero and Michael Freeman discuss the seminar's history, its evolution, and the importance of education in labor relations for PBA members. They…
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Five (New) Rules for Winning the War for Talent
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Five (New) Rules for Winning the War for Talent To access this article, and subscribe to the weekly newsletter, visit Tansley Stearns' Curiously Driven Newsletter page.By Community Financial
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California Wildfires, Fintech Trends and What’s Next for Open Banking
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The Los Angeles-area wildfires have destroyed homes and businesses. On today’s show, Mary chats with Matthew Goldman, a Pasadena resident and serial fintech founder. They chat about the wildfires and how the industry can help. Matthew, who is the founder of Totavi, a fintech product management consultancy, also talks about cutting-edge card perks a…
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Capital Rules and Risk Management for Credit Unions
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Summary: In this episode of With Flying Colors, host Mark Treichel sits down with Steve Farr, a former NCUA examiner and capital expert, to discuss the complexities of credit union capital management. With decades of experience, Steve shares insights into the evolution of capit…
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Today’s guest is Marty Fittante. Marty is someone who works and plays hard, enjoys a good laugh, and someone who can count by sevens extremely fast. Marty is also the CEO of InvestUP and was most recently appointed by Governor Whitmer to the Growing Michigan Together Council as co-chair of the Job, Talent, People Workgroup to bring a voice to the i…
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Money Talk: Speaking with Family and Friends
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On this episode of the podcast, Alex Becerra and Miriam Dougherty share helpful tips and tricks for talking about personal finances with family and friends. Together they discuss the importance of having open and honest conversations about money, taking a proactive approach to managing money with others, and common money topics that impact relation…
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Glen speaks with BankSocial COO and former credit union CEO Becky Reed about what credit unions should expect from “the most crypto-friendly administration in US history,” including regulatory clarity and a symbiotic relationship between crypto and AI. Plus- notes from the DC Crypto Ball, and a very busy Bingo card. Links related to this episode: B…
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Celebrating 75 Years of West Tennessee Healthcare (#50)
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How do healthcare providers shape the culture of a community? Hear the story of West Tennessee Healthcare from its President and CEO, Tina Prescott, as she shares the impact the organization has made for 75 years serving families in West Tennessee. Also, learn how they are expanding to provide specialized care and to reach patients in rural communi…
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/regulation-supervision/letters-credit-unions-other-guidance/evaluating-third-party-relationships-0 Are you worried about an NCUA exam in process or looming on the horizon? Don't face it alone! We're ex-NCUA insiders with decades of experience, ready to guide you to suc…
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Understanding Romance Scams and Investment Fraud - A Victims Story with Beth Hyland
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Banking on Fraudology is part of the Fraudology Podcast Network. This gripping episode of Banking on Fraudology takes listeners on an emotional journey through the world of romance scams, as told by survivor Beth Hyland. Host Hailey Windham guides the conversation, uncovering the intricate details of how Beth was manipulated into sending $26,000 to…
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Strengthening Branch-Mortgage Connections and Celebrating Industry Insights
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Margaret Greczek, Senior Vice President of Real Estate Lending at Polish and Slavic Federal Credit Union, offers an insider's look at the nuances of the credit union mortgage industry. Her story is one of openness and kindness, underscoring the personal connections that have propelled her success. Join ACUMA President Peter Benjamin and Margaret as…
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Ep 38: Banking in 2025: "Only the Entrepreneurs Will Get Growth"
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They’re back. In Arizona. In advance of the upcoming Acquire or Be Acquired conference, Al and Steve chat about trends that will matter to the C-Suite this year, including: M&A activity coming in hot and how to source new ideas that will yield revenue. They also explore funding competition from fintech companies and essentials required in retaining…
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In this episode, Shaun sits down with economist Bryce Gill to discuss economic insights for 2025, including commentary on opportunity and risks that we are observing in the year to come. For more information, please visit www.forumcu.com/pcg. This material is provided for informational purposes only and is prepared without regard to the investment …
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Overdraft Fees Under the Microscope: NCUA’s Latest Guidance Decoded
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ ## Episode Summary: NSF and Overdraft Fees - What You Need to Know In this episode, Mark Treichel interviews Joe Goldberg, former director of the NCUA's division of consumer compliance policy and outreach, about the December 2024 NCUA letter addressing consumer harm from certain overdr…
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What You Need to Know About Home Appraisals in Manitowoc & Sheboygan
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Kari Sepnafski, a licensed appraiser with Independent Appraisers, Inc., shares her expertise on appraisals in the latest episode of At Home on the Lakeshore, hosted by UnitedOne Credit Union's Local Home Loan Experts. Learn more at https://www.UnitedOne.org/MortgageHome NMLS # 439833 Equal Housing Opportunity Membership Eligibility Required. Federa…
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Electrifying Your Future: Lessons From Bob Dylan
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Electrifying Your Future: Lessons From Bob Dylan To access this article, and subscribe to the weekly newsletter, visit Tansley Stearns' Curiously Driven Newsletter page.By Community Financial
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Avoiding Document of Resolutions: 10 Essential Strategies for Credit Unions
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Episode Description: In this special archive episode of With Flying Colors, Mark shares valuable insights from his years of experience in credit union examination and consulting. Broadcasting straight from the beach, he breaks down the top 10 ways credit unions can avoid receiving a Do…
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Today’s guest is Jeanette Pierce. Jeanette is a vibrant storyteller, a social entrepreneur, a lifelong Detroiter who loves city walks, and someone who is not afraid to share a joke with strangers. Jeanette is also the Founder and President of City Institute, an organization with a mission to attract & retain human beings to appreciate the cities wh…
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Episode 8 - Yet ANOTHER new PBA Blue Guardian addition: Plymouth Rock Assurance
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Send us a text In Episode 8 of the Union Strong: NJSPBA Voices Podcast, after a holiday hiatus, host Vinny Rizzo sits down with PBA Blue Guardian to explore a new partnership between them and Plymouth Rock Assurance. Featuring familiar voice Rob Schielke alongside guests John Knick and Melissa Isman from Plymouth Rock, the episode delves into enhan…
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In this episode, we’ll be speaking with Taylor from our Academy Branch, discussing money basics and the challenges that come with managing money and sharing ways that can make being financial literate easier and not so complicated; we always have a sweet member story included in today's episode.By US Eagle Federal Credit Union
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Cease & Desist Orders - NCUA's Enforcement Manual
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www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ Hello, this is Samantha Shares. This episode covers N C U A’s Authority to issue cease and desist orders as outlined in its enforcement manual. The following is an audio version of that portion of the manual. This podcast is educational and is not legal advice. We are sponsored by Cred…
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Operation Shamrock: Erin West for the People
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In this compelling episode of Banking on Fraudology, host Hailey Windham reunites with Erin West to discuss the latest developments in the battle against pig butchering scams. Erin, who recently retired from her role as a cybercrime prosecutor, shares her transition to leading Operation Shamrock full-time and the organization's evolution into a non…
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2025 Predictions: A Bingo Card for the Ages
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May you live in interesting times…. John and Glen join with Anne Legg and John Janclaes to speculate on the big events poised to frame the coming year. Our panel foresees the best of times and worst of times for AI, a flurry of mergers, breakthroughs in mortgage lending, and regulatory roulette. Oh, and our annual disagreement on Bitcoin and crypto…
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Episode 85 - It is 2025: How are Banks and Credit Unions STILL Underspending on their Websites
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Join Meredith Olmstead, CEO of FI GROW Solutions, and Danielle Fancher, Sales Director, as they delve into the critical topic of budget allocation for credit union and bank websites. In this episode, they address the persistent issue of underfunding digital assets and advocate for recognizing websites as essential operational tools, not just market…
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