FORUM is federally insured by the National Credit Union Administration and is an Equal Housing Opportunity lender. NMLS #469848
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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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Conversations with leading credit union executives about career development, industry practices, and secrets for success.
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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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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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In this episode, Andy sits down with 20-something Meredith to discuss financial dos and don'ts and the financial conversations you should be having in your 20s. They talk about paying off student loans, starting to save for retirement, and time management between work, volunteering, and personal time! For more information, please visit us at Smarte…
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Tax Planning: How Taxes Interact With Your Investment Portfolios
11:34
11:34
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In this episode, Benji and Shaun discuss how taxes interact with your investment portfolios. They discuss the two primary taxes that affect investment portfolios, aside from ordinary income, which are capital gains and dividends. For more information, please visit www.forumcu.com/pcg This material is provided for informational purposes only and is …
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Allison Cerra, Laura Broderick, Sam Das & Brian Bauer
45:27
45:27
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In this episode of Fintech Hustle, host Sam Kilmer and co-host Mary Wisniewski are joined by a panel of guests including Allison Cerra (Alkami), Laura Broderick (Abrigo), Sam Das (TruStage Ventures), and Brian Bauer (Revio), where they discuss the impact of generational shifts on financial institutions, the need for data strategy and AI implementat…
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In this episode, Andy shares multiple different budgeting methods and the importance of finding a budget that works for your unique situation. He covers the 50/30/20 budget, 50/15/5 budget, weekly spending plan, budget pies, and more. For more information, please visit us at Smarter Money Life. You can also view this episode with captions here: Sma…
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Financial Moves to Make When You’re Expecting with Jim Catanzarite
23:57
23:57
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In this episode, Andy is joined by soon-to-be new dad and FORUM's Assistant VP of Accounting, Jim Catanzarite to discuss financial planning when you're expecting. They cover financial changes you may need to make, surprise expenses, saving for college, and more. For more information, please visit us at Smarter Money Life. You can also view this epi…
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In this episode, Shaun and Benji continue the discussion around the basics of Financial Planning, providing examples of how having a Financial Plan can help with making personal financial decisions. For more information, please visit www.forumcu.com/pcg This material is provided for informational purposes only and is prepared without regard to the …
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In this episode, Andy shares with us important financial discussions that we should be having with significant others when things start to get serious. He touches on making sure that your financial goals are aligned, sharing financial responsibilities and obligations, and being open about each other's relationship with money. For more information, …
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Nicky Senyard and Ted Brown at Financial Brand Forum 2024 with Guest Co-Host Ron Shevlin
37:09
37:09
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In this conversation, Sam Kilmer, Ron Shevlin, Nicky Senyard (Fintel Connect), and Ted Brown (Digital Onboarding) discuss the role of CEOs and founders in the fintech industry. They talk about the evolving nature of the CEO role and the importance of building a strong team. They also discuss the challenges and opportunities in the banking industry,…
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Essentials of Backup Servicing with Blythe Lawton
22:24
22:24
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Join us on the CU Strategy Forum Podcast, where your host Paul Bresenden dives into the intricacies of backup servicing with industry expert Blythe Lawton. As the SVP of Marketing and Development at Vervent, Blythe brings over seven years of experience in Fintech and financial services, navigating the challenges and triumphs of a rapidly growing co…
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Protecting Yourself in a Connected World with Paul Moore
17:42
17:42
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In this episode, Andy is joined by Paul Moore, Assistant Vice President of Technology Infrastructure at FORUM, to discuss how to keep yourself and your finances safe online. Andy asks questions about password security, sharing too much information online, and how to be careful while connecting devices to your home Wi-Fi network. For more informatio…
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Pam Kaur, Julie Muhn and Christian Widhalm in the Hall at Finovate Spring
20:48
20:48
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In this episode of Fintech Hustle, Sam Kilmer interviews Pam Kaur (BankTech Ventures), Julie Muhn (Finovate), and Christian Widhalm (Bloom Credit) at Finovate Spring. They discuss various topics including bank technology, fintech innovation, credit data infrastructure, attracting the next generation of customers, regulations, and the future of bank…
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In this episode, Benji and Shaun introduce the basics of Financial Planning, focusing specifically on who may benefit from establishing a long-term financial plan and how to get started. 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 o…
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Common Financial Mistakes & How to Avoid Them
9:25
9:25
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In this episode, Andy talks about common financial mistakes, how to avoid them, and why all of this matters! He touches on topics like saving early for retirement, making sure your credit score doesn’t decline, building an emergency fund, and more. The more financial mistakes you can avoid, the better chance you have of living the financial life th…
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Welcome to the Household CFO podcast hosted by Benji Banks and Shaun Irwin. Together, they lead the team at FORUM Private Client Group. Through these conversations, they hope that you will have some takeaways that can help you understand and consider your unique goals and different tradeoffs that are involved in the financial decision making proces…
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Laura Costello and Carlos Carvajal at Financial Brand Forum 2024 with guest co-host Ron Shevlin
34:21
34:21
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In this episode of Fintech Hustle, Sam Kilmer and guest co-host Ron Shevlin sit down with Laura Costello (Meridianlink) and Carlos Carvajal (Q2) to discuss what’s hot in marketing and offer their Financial Brand Forum takeaways.
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Paying for College: 529 Plans, Scholarships, and Student Loans
18:23
18:23
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In this episode, Andy is joined by Courtney Keeler, a mother of three and a marketing professional at FORUM Credit Union, to discuss all of the different ways you can pay for college. Saving for college may sound daunting, but there are ways you can start saving now to make it less stressful later on. They cover 529 plans, student and parent loans,…
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In this episode, Andy runs through common imposter scams and other frauds to be on the lookout for. His list includes calls from IRS agent imposters, Airbnb and VRBO scams, fake lottery winnings, and more. For more information, please visit us at Smarter Money Life You can also view this episode with captions here: Smarter Money Life on YouTube Ref…
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In this episode, Andy is joined by Megan and Kiersten, two actual twenty-somethings, to talk about their financial journey to thirty. They discuss ways to achieve and maintain a high credit score, the barriers they've run into while trying to save money, and when the right time to get a financial advisor is. For more information, please visit us at…
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In this episode, Andy discusses why Spring is the perfect time to clean up your finances. He focuses on five key areas: financial institutions, credit & debt, estate planning, retirement & investments, and cash flow, planning, and budgets. Don't put it off, spring cleaning your financial life is a great opportunity to improve it! For more informati…
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Mark Forbis, Tiffany Matthews and Jeff Harper from AFT Spring Summit 2024
32:03
32:03
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Sam Kilmer and co-host Stacey Bryant catch up with industry legend Mark Forbis (THL Partners), Tiffany Matthews (Tyfone) and Jeff Harper (Fintegrate) at the AFT Spring Summit 24 to throw down on various topics related to the fintech industry. They discuss their day-to-day experiences, including the challenges and opportunities they encounter, highl…
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In this episode, Andy is joined by Mike Senn, FORUM's Assistant VP of Mortgage Sales, to talk through the advantages and disadvantages that come along with buying or building a new home. They discuss timelines, negotiations, home inspections, and much more. For more information, please visit us at Smarter Money Life. You can also view this episode …
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Covering Credit: Credit Scores, Credit Reports, and Credit Cards with Chris Ferguson
19:00
19:00
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19:00
In this episode, host Andy Mattingly sits down with Chris Ferguson, FORUM's VP of Consumer Lending, or "resident guru" as Andy has titled him, to discuss all things credit! They delve into various aspects of credit, including credit scores, credit reports, and credit cards. Andy poses thought-provoking questions to Chris, such as strategies for imp…
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Erin Simpson, Sue Salecky, Kelly Brown and Nathaniel Harley from AOBA 2024
21:20
21:20
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The latest Fintech Hustle podcast takes an adventurous spin as we carpool through the desert with fintech rock stars Nathaniel Harley, Kelly Brown, Sue Salecky, and Erin Simpson. Recorded between sessions at banking's premier conference, Acquire or Be Acquired, Sam Kilmer and co-host Al Dominick dig into our guests' conference takeaways to uncover …
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Samantha Paxson from Co-op Solutions and Nathan Baumeister of Z-Suite join Sam and Mary to discuss aligning growth strategies with consumer needs. You'll also get a peek into Samantha's philanthropic journey with Shades Up for Kids, blending personal passion with the credit union ethos. Samantha and Nathan share stories from the trenches on fosteri…
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Financial Resolutions You Should Be Setting for 2024
8:45
8:45
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In this episode, host Andy Mattingly advises listeners on setting practical financial resolutions for 2024. He provides strategies to help you reach goals like paying off credit card debt, updating beneficiaries, and increasing 401k contributions. For more information, please visit us at Smarter Money Life. You can also view this episode with capti…
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Building Success: Designing and Branding Financial Institutions the NES Group
10:30
10:30
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Gregg Rosen, President of the NES Group, joins the Insider Forum to discuss how NES works with financial institutions on their building and branding. Rosen prides himself and the NES Group on listening to credit unions' pain points and guiding them towards successful strategic plans. Through these processes, NES Group is committed to thinking diffe…
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Capstone Strategic: Crafting a Tactical Path to Success with External Growth
9:02
9:02
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John Deering of Capstone Strategic joins the Insider Forum to discuss their focus on helping credit unions with strategic planning and external growth initiatives. Capstone specializes in growth and planning areas, such as mergers, partnerships, and fintech collaborations. Dearing emphasizes the importance of having a structured approach and highli…
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Rethinking the Credit Union Human Experience: Navigating Post-COVID Behavior Shifts with Ashish Garg
31:36
31:36
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In this thought-provoking episode, our guest, Ashish Garg, CEO of Altropy, takes us on a journey to explore the evolving human behavior in the credit union industry amidst a post-COVID world. Ashish sheds light on the significant shifts in human connection and how credit unions can adapt to meet the changing needs of their members. We begin by exam…
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Welcome to the Smarter Money Life Podcast hosted by Andy Mattingly! The purpose of this podcast is to delve into one topic each month so that we can all learn more about our money, how to use it, and how to be better at living our financial dreams. Stay tuned for new episodes, special guests, and financial tips & tools! For more videos, tips, and t…
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Navigant CU: Reflections on a Year of Transformation and Leadership
12:44
12:44
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Kathy Orovitz of Navigant Credit Union, joins the Insider Forum to reflect on her one-year anniversary of being CEO. Orvitz discusses her journey from an 18 year old teller to CEO, and emphasizes the balance between planned transformations and adapting to economic challenges. The conversation touches on Orvitz's experience as a female CEO, communit…
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Ever wondered what happens behind the scenes of the FinTech Hustle podcast? This special flashback episode pulls back the curtain as we, your hosts Sam Kilmer, Mary Wisniewski, Ron Shevlin, Al Dominick, and the usually behind-the-scenes Bailee Wishart, journey through our favorite podcast moments, featuring key moments from former guests Kara Parke…
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Brian Hughes, CEO of Holy Rosary Credit Union, Named Forbes #1 Credit Union in NH
13:45
13:45
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Sarah Howell & Dan O'Malley from JAM Fintop
28:10
28:10
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28:10
Sam Kilmer and co-host Al Dominick are joined by Infinant’s Sarah Howell and Numerated’s Dan O’Malley at the JAM FINTOP Summit in Nashville. The lively unscripted chat explores how to cope with executive naysayers, cultivating courage as a changemaker and promising fintech trends. Al and Sam don't disappoint with their signature style: Pocket squar…
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Vanessa Kuduk, VP of Lending at Members Credit Union, joins the Insider Forum to discuss her immigrant journey and Members Credit Union’s mission to serve Hispanic and immigrant populations in Connecticut. Kuduk highlights the commitment to breaking barriers, ensuring financial access, and celebrates MCU purchasing its first building after 85 years…
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James Higgins, President and CEO of Skyline Financial Credit Union in Connecticut, joins the Insider Forum to highlight Skyline Financial Federal Credit Union’s focus on grassroots community outreach, innovation, as well as a deep commitment to inclusivity. Higgins also notes the credit union’s recent infrastructure upgrades, education series launc…
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Glide and Janusea: Streamlining CU Account Opening
14:28
14:28
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Gautman Ajjarapu, Co-founder and CEO of Glide, and Kyle Stutzman, Co-founder and CEO of Janusea, join the Insider forum to discusses their new collaboration. Glide focuses on creating a frictionless account opening platform for credit unions, aiming to streamline the process and attract younger members. Janusea complements Glide by simplifying inte…
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Bryce Jackson, COO MemberClose, APEX 2023 Co-sponsor
5:34
5:34
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Bryce Jackson, MemberClose COO, joins the Insider Forum after launching the new Mortgage Academy educational program at APEX 2023. Jackson highlights the comprehensive 8-module curriculum that aims to enhance expertise in real estate lending, covering topics such as consumer rights, credit reports, and debt-to-income ratios. Hear how the Mortgage A…
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Driving the Innovation Curve with Becky Reed
33:17
33:17
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Becky Reed is a credit union industry veteran with more than two decades of experience leading multiple areas in credit unions including retail operations, lending, back office operations, and IT. Most recently, she has served as the CEO of Lone Star Credit Union in Dallas, Texas. There, she led game-changing service improvements through the use of…
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Tori VanCura-Rutland and Tyler Brantley Live from AFT Conference
15:58
15:58
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Sam Kilmer is joined by HC3’s Tori VanCura-Rutland and Core10’s Tyler Brantley at the Association for Financial Technology’s conference in Lake Tahoe. There, they dish on the notion of banks becoming utility players, encourage the industry to focus on determining which problems to solve, and more. Sam promises it’s not a body slam round.…
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Reaching Younger Generations through Financial Education with Tena Lozano
28:07
28:07
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Tena Lozano is the executive director of the Richard Myles Johnson Foundation, which is the state credit union foundation for California and Nevada. She is responsible for administering and executing the RMJ Foundation’s mission of enabling credit unions to offer financial education in their communities. The Foundation’s signature program is “Bite …
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Emily Steele and John Waupsh Live from Finovate Fall
24:18
24:18
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By Sam Kilmer
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By Sam Kilmer
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Developing the Next Generation of Credit Union Leaders with Hector Martin
26:50
26:50
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Hector Martin is currently the President/CEO of County Schools Federal Credit Union bringing with him more than 10 years of experience in financial services and credit union leadership. He founded the Emerging Credit Union Leaders Council in 2020 and received the California & Nevada Credit Union League’s Tomorrow Star Award in 2021. Currently servi…
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ViClarity: The Significance of Staying Informed
7:38
7:38
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Kyle Kubiak, Business Development Manager of Viclarity, joins the Insider Forum to highlight the significance of staying informed and compliant in a dynamic regulatory landscape. Kubiak outlines the array of services ViClarity offers CCUA member credit unions, and emphasizes the importance of compliance, regulatory information, and education.…
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Posh: Using Chatbots to Effectively Communicate
11:43
11:43
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Nick Leonard, Senior Vice President of Posh, joins the Insider Forum to emphasize Posh's focus on language-based artificial intelligence chatbots for effective communication with credit union members. Leonard highlights the accessibility and affordability of Posh's AI services for smaller credit unions, providing examples of successful implementati…
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National Credit Center: Reduce Costs and Save Money
4:01
4:01
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Kyle Wayland, Director of Sales at National Credit Center, joins the Insider Forum to share that NCC helps credit unions reduce costs associated with pulling credit reports by leveraging their partnership with all three credit bureaus. Wayland emphasizes that the goal is to save credit unions money, allowing allocation of those savings to member-dr…
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HERstory Podcast | Jill Skinner and Martina Schubert
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27:01
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Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before.
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HERStory Podcast | Visa, Emily Leach and Taylor Ellison
17:32
17:32
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Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before.
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HERStory Podcast | AACUC & GPO FCU, Latonya Allen
23:48
23:48
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Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before.
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Honoring the past, present and future of the incredible women making history in the credit union industry, Herstory is an interactive exhibit found at America’s Credit Union Museum (ACUM) in Manchester, NH that showcases inspiring stories never heard before.
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continue reading