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
Tips for Credit Unions Success on the NCUA Examination. Brought to you by Mark Treichel's Credit Union Exam Solutions.
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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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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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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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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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The Credit Union Pod is a podcast series aimed at all those with an interest in the development of credit unions across the island of Ireland. Credit Unions have a critical role to play in bringing real competition to the retail financial services sector. This series, published by the Irish League of Credit Unions, will highlight the important role which credit unions play in serving more than three million members across the island. It will also outline the challenges and opportunities face ...
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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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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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Credit Union Regulatory Guidance Including: NCUA, CFPB, FDIC, OCC, FFIEC
Credit Union Exam Solutions Inc.
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 Tell-er Drawer — where money matters meets expert advice. Brought to you by CSE Federal Credit Union, this podcast opens the drawer on real conversations about saving, spending, borrowing, and building your money! Each episode features financial experts, community voices, and stories that help you make sense of your money and how it connects to your everyday life. Whether you're just starting your financial journey or looking to level up, sit back, listen in, and let’s talk money!
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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 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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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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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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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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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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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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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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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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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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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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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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Looking for ideas, tips, and best practices to take your financial institution to the next level? Look no further than this podcast featuring insights from banking leaders and advisors across the industry. We’ll tackle a range of topics — technology implementation, loan grading, banking cannabis, and more to ensure you stay ahead of the curve in this fast-changing environment. This podcast is available on all your favorite podcasts platforms. For more information on Abrigo, head to abrigo.com.
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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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A Way Forward podcast, presented by Beem Credit Union, examines the challenges that can wear down our individual and collective mental health. Host Jessica Samuels focusses on the stressors, the core issues and contributing factors, and the approaches and practices that can help address these issues. Listeners will leave feeling they have the information and tools to better manager their well-being and able to find...a way forward.
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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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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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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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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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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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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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Love Where You Bank Podcast is a place to listen and learn new insights that will help elevate your banking experience.
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Conversations with leading credit union executives about career development, industry practices, and secrets for success.
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A branding and marketing podcast for credit union marketers from Braid Creative.
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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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At the intersection of finance and technology, Fintech Unleased showcases the world of financial technology and its impact on banking. Hosted by Engage fi, the podcast invites subject-matter experts and thought leaders to hold open discussions, participate in interviews, and provide their perspectives on all matters relating to fintech. Discover how startups, incumbents, and tech pioneers are reshaping the industry, and how financial institutions can leverage these developments to drive inno ...
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Money Talk was born after the host, Skyler Fleming, realized that so many issues we all face with our finances could be solved with a simple conversation. He realized this when working at a credit union as a call center supervisor (ask him about some of the crazy stories from this job). Countless issues and situations were resolved after a simple money talk! So, after moving on from that job, Money Talk was born! With over 150+ episodes and nearly 4 years of creating content Money Talk conti ...
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Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
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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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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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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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How Small Credit Unions Can Compete and Win with Bo McDonald
1:12:18
1:12:18
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1:12:18Small credit unions face big challenges, but does that mean there’s no joy in running one? In this episode of The Digital Banking Podcast, host Josh DeTar sits down with Bo McDonald, Founder and President of Your Marketing Co., to unpack the reality of credit unions under $10 billion in assets. They dive into the importance of mindset, strategic de…
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NCUA's Hyper Focus On Corporate Governance in DORs
45:33
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45:33www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA is hitting corporate governance hard. In this episode we discuss why and what to do if it happens to you.By Mark Treichel's Credit Union Exam Solutions
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ILCU Conference Belfast 2025 - Leading with Impact, Joanne Hession, LIFT Ireland
25:25
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25:25Joanne Hession, Founder and CEO of LIFT Ireland explores how strong leadership is essential for the future of credit unions and how every individual has the potential to lead and drive change within our communities.By ILCU
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NCUA's Supervisory Letter on Enterprise Risk Management
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14:11www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ https://ncua.gov/regulation-supervision/letters-credit-unions-other-guidance/enterprise-risk-management-erm 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. Ou…
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Trainer Certification Deep Dive in Service Excellence: Follow Through & Competence
19:25
19:25
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19:25We continue sharing our deep dive call with Briauna Wilson. This is an inside look of how we prepare trainers to develop how they will teach this material. This episode is going over ServiStar's Service Excellence workshop and focuses on the elements of Follow Through and Competence. In this episode we talk about: Our Trainer Certification Consulti…
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More Than A Bank: What A Credit Union REALLY Is!
35:25
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35:25Not all banks are created equal. As the old saying goes: It looks like a duck...quacks like a duck...it's got to be a duck, right? Wrong! We're a credit union, where banking is a verb, but carried out quite a bit different than our banking counterparts. But what is a credit union—and how is it different from a bank? In this episode, we break down t…
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Food and Credit Unions: Breaking Bread and Changing the World Together
10:20
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10:20Food and Credit Unions: Breaking Bread and Changing the World Together To access this article, and subscribe to the weekly newsletter, visit Tansley Stearns' Curiously Driven Newsletter page.By Community Financial
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Spring is the perfect season to start fresh, and that includes your finances! Join us as we dive into refreshing your accounts, decluttering debt, and optimizing your financial tools.
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Episode 93 - Why Customer Rention is More Important than Acquision for your Bank or Credit Union
13:55
13:55
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13:55In this episode of the FI GROW podcast, CEO Meredith Olmstead and Sales Director Danielle Fancher dig into a powerful conversation around customer acquisition vs. retention—and why focusing on deeper relationships with your existing members may be your most overlooked growth opportunity. From defining true onboarding to real-world tactics that work…
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Credit Union Collaboration: Live from Savannah with Mortgage Experts
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26:06What happens when credit union mortgage leaders gather in beautiful Savannah, Georgia? Rich conversation, valuable insights, and a reminder of why collaboration matters now more than ever. The latest episode of the ONpoint podcast takes you behind the scenes at ACUMA's 2025 FOCALpoint Workshop. Host Peter Benjamin sits down with Natalie Bozeka, Dir…
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Ep. 80 - Checking In With Danielle Gallagher of Eagle One
26:29
26:29
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26:29Danielle Gallagher is the CEO of Eagle One FCU in Claymont, DE. She has been involved with credit unions since college and worked her way up to be named CEO in 2020. Danielle and Mark take a deep dive into her journey, what's new at the credit union, and look at a crystal ball for the future of small credit unions. IN THIS EPISODE: (00:00) Introduc…
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Dave Adams: Tariff Impact On CU Auto Lending
21:10
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21:10David Adams, Vice President of Lender Client Experience at Origence, shares insights on the impact to credit union auto lending from auto-related tariffs, a possible shift to greater used car lending, the importance of suppoting the national "Don't Tax My Credit Union campaign." Hosted by Joe Bergeron, Association of Vermont Credit Unions.…
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Beyond Tech Innovation: How BECU is Reimagining Philanthropy
38:05
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38:05These days, most people automatically think of technology when they think of innovation, but innovation doesn’t require fancy digital bells and whistles. In fact, sometimes the most impactful innovations aren’t about dramatic invention, but rather incremental iteration. Philanthropy is a field that’s rife with opportunities for iteration, and Glori…
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From Seasonal Marketing to Timely Member Solutions at 3Rivers Federal Credit Union
31:04
31:04
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31:04From democratizing data across the organization to creating timely, personalized experiences for their 114,000 members, Chad Gramling, AVP of business intelligence at 3Rivers Federal Credit Union, explains how 3Rivers abandoned the traditional seasonal marketing calendar in favor of always-on, data-driven member engagement. Learn how 3Rivers integr…
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Harnessing Control: Creating Joy in an Uncertain World
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11:00Harnessing Control: Creating Joy in an Uncertain World To access this article, and subscribe to the weekly newsletter, visit Tansley Stearns' Curiously Driven Newsletter page.By Community Financial
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“Every time you tell a story, someone's gonna be inspired by what you're doing, and someone's going to believe in credit unions.” - John Pettit 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 …
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Fintech Helping Families Navigate Grief & Money
32:14
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32:14Designing for death might not be the usual founder journey—but it’s exactly what Ben Hopf is doing. On today’s show, Mary talks with Ben, the founder and CEO of Atticus, about building tech that helps families navigate the financial chaos that follows a death. They chat about: How to design for grief without adding friction How inheritance stands t…
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The Scary and Confusing World of Health Insurance with Christine MacLaren - 179
39:37
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39:37Send me a text In this episode, we dive deep into the often intimidating and confusing world of health insurance. I brought on Christine MacLaren, an HR professional with over 25 years of experience and a certified budget coach, to help us understand this complex part of our financial lives. We break down key terms like premiums, deductibles, and c…
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Today’s guest is Meag Schwartz. Meag is a problem-solver, a millennial who enjoys a Goo-Goo Dolls song, loves scuba diving, and is passionate about maintaining the clarity of our Michigan lakes’ water. She is also the Founder and Executive Director of Great Lakes Great Responsibility, an environmental non-profit that aims to prevent marine debris i…
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ILCU Conference Belfast 2025 - ILCU President, Martin Busch and Minister Robert Troy
33:51
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33:51The opening address from ILCU President, Martin Busch, and Robert Troy, Minister of State at the Department of Finance with special responsibility for Financial Services, Credit Unions & Insurance.By ILCU
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ILCU Conference Belfast 2025 - Address by Domhnall Cullinan, Central Bank of Ireland
14:37
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14:37Address by Domhnall Cullinan, Director of Banking & Payments, Central Bank of Ireland.By ILCU
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Banking on Green: Navigating Finance for Cannabis Businesses
38:00
38:00
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38:00Affinity Federal Credit Union presents the Wellbeing and Your Wallet podcast! In this episode, expert hosts Shawn Lubitz and Grant Gallagher are joined by Zach Wright, Affinity’s Cannabis Banking Manager, for a conversation surrounding cannabis business banking. Key discussion topics include: the banking challenges cannabis businesses face, the rol…
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Anatomy of a Modern Scam: Lessons from a Personal Story (Pt.2 with Andrew Austin)
34:37
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34:37Banking on Fraudology is part of the Fraudology Podcast Network. In this powerful episode of Banking on Fraudology, host Hailey Windham continues her conversation with fraud expert Andrew Austin about a devastating crypto scam that targeted his 81-year-old father. Andrew provides a detailed breakdown of how the scam unfolded, exposing critical fail…
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Off the Stage at Finovate Spring 2025 // Maya Mikhailov, Jason Henrichs & Andy Ivankovich
31:01
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31:01Forget the keynote fluff and polished demo, this episode of Fintech Hustle drops you straight onto a sun-drenched San Diego balcony with the real players of Finovate Spring 2025. Host Sam Kilmer is joined by fintech rockstars Maya Mikhailov (SAVVI AI), Jason Henrichs (Alloy Labs), and Andy Ivankovich (Baker Hill) for a breakdown of what’s actually …
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Mortgage Industry Backsliding: Risks and Responsibilities
44:35
44:35
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44:35The mortgage industry stands at a crossroads where diminishing regulatory oversight meets economic pressure, creating perfect conditions for a dangerous backslide in lending standards. Dan Sugg, Chief Mortgage Lending Officer with Michigan First Credit Union and a 31-year veteran of the industry, sounds a thoughtful alarm about the risks of regulat…
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Glen connects with Paylume’s Andrew Gomez to unpack the burgeoning pay by bank model, explore lessons learned from other countries’ rollouts, and consider the pros and cons facing banks and credit unions. Also- a possible open banking do-over, more stadium naming rights, and resisting the urge to spike the ball before the goal line. Links related t…
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In this episode, Andy talks with Ian Keeler, attorney at Clapp Ferrucci, about estate planning. This topic is beneficial for everyone and Ian gives great advice you're going to want to hear. 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…
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Loan Participations Are Big Business with Bill Paton of Alloya Corporate Credit Union
17:22
17:22
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17:22www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ This post on LinkedIn led to this podcast: Growing this program from an idea, to an incredible technological platform is far and away the most rewarding venture of my career. The platform has allowed our company to think and dream of bigger ideas. It’s functionally changed the lives of…
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Money Hacks & Money Traps - Financial Wins for Real Life
20:40
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20:40In this episode, we’ll be speaking with Ohnisha and Michelle, from our Business Lending Department discussing some Money Hacks and also Money Traps and real-life examples of how to manage your Financial Health.By US Eagle Federal Credit Union
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Maximizing Your Home Equity in Manitowoc and Sheboygan
24:05
24:05
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24:05The Local Home Loan Experts at UnitedOne Credit Union discuss how you can tap into home equity to fund major expenses, consolidate debt, and build financial security with expert strategies. Learn more at https://www.UnitedOne.org/MortgageHome NMLS # 439833 Equal Housing Opportunity Membership Eligibility Required. Federally Insured by NCUA.…
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Internships Aren’t Glamorous. They’re Foundational!
10:46
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10:46Tune in to this week's episode of Third Fork as Tansley Stearns and Ryan Brown dive into a pivotal moment in a young professional's journey: the college internship. They explore how early career experiences, whether thrilling or underwhelming, can shape your path, build resilience, and sharpen your sense of purpose. Drawing from their own stories a…
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Welcome to CSE Federal Credit Union's new podcast! We're not your typical bank; here's a bit of our credit union story. In this first episode, we share a little about CSE; who we are, why we exist, how we got here, and much more. Before we get into the fun and financial focus of the podcast, it's important to get to know us a little.…
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Fraud Squad: Your Guide to Outsmarting Scammers
38:49
38:49
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38:49Think you're too smart to get scammed? So did the last guy. Dive headfirst into the sneaky world of scams—from fake texts and shady calls, to online trickery that would fool even your tech-savvy cousin. Join us as we break down the most common scams, how scammers think, and most importantly, how you can stay one step ahead. Whether it’s a “too good…
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Ep 41: Numbers Don't Lie - How This $5.5B Bank in Kansas Was Built // CEO Brad Elliott
22:11
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22:11On the show today: Al and Steve speak with Brad Elliott, founder, chairman and CEO of Equity Bank, about building a $5.5 billion institution through an aggressive M&A strategy. Brad shares how the bank attracts and develops talent as well as offers his take on GenAI and how to cultivate trust in digital and physical channels.…
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Redefining Efficiency: Driving Growth Through Channel Optimization
24:12
24:12
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24:12Virginia Heyburn is back with another episode of Fintech Unleashed. On today’s episode, Virginia is joined by Joe Dugan, Strategic Advisor at Engage fi. Together, they explore the importance of operational efficiency, the challenges faced by banks and credit unions, and how channel optimization can enhance the member/customer experience and lead to…
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In this episode, hosts Jessica Samuels and Mike Gawliuk unpack what it really means to “manage your mental health” — and how that differs from managing mental illness. Together, they explore everyday actions, habits, and mindset shifts that can help anyone take better care of their mental well-being, with a strong focus on understanding why these s…
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All The Things You Didn’t Learn in School with Rob Finlay - 178
42:52
42:52
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42:52Send me a text In this week's episode, we're diving into all the critical things you didn’t learn in school — from budgeting basics to building credit, paying taxes, and investing wisely. I’m joined by Rob Finlay, Wall Street Journal bestselling author of Hey Dad, who shares some incredibly helpful insights for anyone navigating adult finances. Whe…
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Organizational Review - What It Means If NCUA Asks For It
26:09
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26:09www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The dreaded organizational review Document of Resolution or worse yet LUA. What it means and what you should do.By Mark Treichel's Credit Union Exam Solutions
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Today’s guest is Susan Mitchell. Susan is tenacious, a planner at heart, someone who is an energetic voice for financial democracy and human equality, a grandmother, and Susan gets shit done. She is also the Chief Executive Officer of Mitchell, Stankovic & Associates, which offers innovative consulting services, including strategic planning, board …
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Spring is the perfect season to start fresh, and that includes your finances! Join us as we dive into refreshing your accounts, decluttering debt, and optimizing your financial tools.
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In Episode 94 of their podcast series, Len and Dean discuss the pervasive issue of bank fraud, highlighting its various forms and staggering financial impacts. They cover topics such as credit card fraud, phishing, synthetic identities, and insider threats, citing significant increases in fraud incidents and financial losses globally. Dean provides…
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Student Loans: Navigating the Student Loan Collection Storm
26:39
26:39
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26:39Student loan borrowers face significant changes as collection practices resume and the Department of Education faces potential dismantling by December 2026. Deborah Paul from the Louisiana Office of Student Financial Assistance explains what borrowers need to know about these changes and how to navigate them effectively. • Student loans are conside…
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Involuntary Liquidations: Why and How Does NCUA Do Them?
9:13
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9:13www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ The National Credit Union Administration (NCUA) today liquidated Unilever Federal Credit Union of Englewood Cliffs, New Jersey. The NCUA made the decision to liquidate Unilever Federal Credit Union and discontinue operations after determining the credit union was insolvent and had no p…
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Trust, Technology, and Tragedy: Anatomy of a Modern Scam
42:49
42:49
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42:49Banking on Fraudology is part of the Fraudology Podcast Network. In this powerful episode of Banking on Fraudology, host Hailey Windham celebrates the podcast's one-year anniversary with special guest Andrew Austin, a seasoned fraud fighter and Head of Fraud Prevention at Sardine. The conversation takes a deep dive into the complex world of financi…
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A pair of conversations from last week’s Smarter Faster Payments conference- Glen’s annual check-in with Nacha CEO Jane Larimer, and PASA CEO Ghita Erling shares insights on modernizing South Africa’s payment system through collaboration rather than mandate. Also- AI shopping agents, Uber discovers paper, and the vultures circle around checks. Link…
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A Spotlight on Dancing with the Stars Memphis Benefitting the YMCA (#57)
18:17
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18:17How does the YMCA of Memphis and the Mid-South make a difference for families in our community? Representatives from the Y, Dave Bratcher and Rachel Ryan, share the organization's story and highlight their new Dancing with the Stars Memphis event on the Pocket Change Podcast. Be sure to listen to the full podcast to learn the YMCA's history, how it…
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NCUA's Succession Planning Regulation to Change? With JT Blau
27:26
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27:26www.marktreichel.com https://www.linkedin.com/in/mark-treichel/ NCUA has reopened the Succession Planning Rule for public comment. In this episode JT Blau and I discuss the rule and its requirements.By Mark Treichel's Credit Union Exam Solutions
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Parenting & Leading: Following Your Own Path
22:19
22:19
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22:19Meet Jimese Harkley, Chief Community Engagement Officer at Harborstone Credit Union, and mom to a newly minted college grad. On this week's episode of Third Fork, Jimese opens up about the joys and surprises of watching her child launch into adulthood, drawing parallels between parenting and leading teams. She also reflects on the wise counsel of m…
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Bank spotlight: How self-serve technology and financial literacy programming have paid off for BankFive
23:03
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23:03In this episode of Ahead of the Curve, you'll hear innovative ideas on financial literacy programs and leveraging technology for better customer service from Anne Tangen, President and CEO of BankFive. Tune in as we discuss: How to engage customers in learning about improving their credit The role of financial literacy in getting the right loan pro…
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A conversation between Barry Harrington, Head of Advocacy at the Irish League of Credit Unions and Dr. Alan O' Sullivan, Founder of Priya Wealth Management. https://priyawm.ie/By ILCU
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