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Golden 1 Credit Union - Financial Wellness

Golden 1 Credit Union - Financial Wellness

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Welcome to the Financial Wellness podcast station where our expert hosts and guest speakers share real life stories and valuable financial tips and insights to empower you with the knowledge and tools needed to make informed decisions about your money. For more financial wellness tools, videos, and webcasts visit www.golden1.com/financialwellness. Over time products and services may change. Please visit Golden1.com to learn about all current offerings.
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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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In this episode of the CUES Podcast, guest Lee Wetherington, senior director of corporate strategy at CUES Supplier member Jack Henry, discusses the impact that artificial intelligence is already having on credit unions. Two areas that will be improved by AI are member experience and service and fraud mitigation, he says. “The top two use cases are…
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In this episode of the CUES podcast we talk about payment trends and strategies with guest Tede Forman, president of payment solutions at CUES Supplier member Jack Henry. He leads the company’s strategy and solutions for payments and spoke about why Jack Henry actively participated with the Federal Reserve to help develop its real-time payments net…
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Financial education is a journey that can guide you toward your goals. Golden 1's Learning Lab is a reliable financial resource hub, ready to accompany you on your way. We'll discuss how to kickstart your personalized journey, explore the invaluable features within the Learning Lab, and take a closer look at the essential tools at your disposal to …
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Transform your homeownership dreams into reality by exploring various downpayment and closing cost assistance programs, such as the "WISH" program, "On My Way" closing cost program, and several options from the California Housing Finance Agency. Join us for success stories, tips, and guidance to navigate your path to homeownership with confidence.…
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In this episode we talk about human-centered leadership. Returning to the show as our guest is CUES’ own VP/Consulting Services Lesley Sears, who heads up our CUES Consulting offerings. She explains the difference between a business-centered culture and a human-centered one and shares why centering your people will ultimately be better for the busi…
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This podcast takes you on a journey to explore diverse saving options beyond typical savings accounts. In this episode, we delve into the world of high yield saving accounts, share certificates, and financial institution offered individual retirement accounts (IRAs), providing insights on selecting the perfect savings vehicle to achieve your financ…
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Knowledge is key to success in business lending, according to Jim Devine, co-founder, CEO and chairman of Hipereon, a financial training company based in Washington state, and lead faculty member for CUES’ School of Business Lending, which starts April 1. In this latest episode of the CUES Podcast, Devine says his aim with the school each year is t…
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Fintech, including artificial intelligence, is at the top of many credit union leaders’ worry list for 2024. The guest in this episode of the CUES Podcast, Scott Snyder, has ideas for how to approach these concerns that should be steadying. A recognized thought leader in technology and innovation, Snyder has more than 30 years of experience in emer…
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The 2023 CUES Emerging Leader says the best advice he got about the CUES Emerge program was not to go into it with a preconceived notion about what his business case for the competition phase would be. In this episode of the CUES Podcast, Jayde DelGado, CCM, branch manager for $1.8 billion Harborstone Credit Union, Lakewood, Washington, tells the s…
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Resilience is “about being tough, but it’s also about being flexible, and truly resilient leaders know when to be which,” Heather McKissick, I-CUDE, says in the latest episode of the CUES Podcast. McKissick is the CEO of CUES. The decision about when to be tough and when to be flexible, McKissick explains, “depends on the forces that we are up agai…
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Erica Taylor says her best advice for credit unions on how to best further their DEI journeys is to listen, really listen, to staff and their communities. “Start with listening and truly listening to hear..., listening to understand people,” says Taylor, VP/communications and community relations for $20 billion Golden 1 Credit Union, headquartered …
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In this episode, Lesley Sears talks about the implications of research showing that newly promoted employees are more likely to leave your organization—and what you can do to mitigate their flight risk. “When we promote somebody, we’re assuming we’re building loyalty,” says Sears, CUES’ VP/consulting. “We’re … really feeding into and developing thi…
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Terrance Williams says it was his dad who taught him to be a leader who listens, an intern who asked him how he knows insurance is still the right career for him and his parents together who instilled in him his mantra of “paying it forward.” In this episode of the CUES Podcast, Williams, the new president/CEO of CUESolutions provider TruStage®, il…
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Chris Jones and his team have formed a new company named to represent well what they do. Jones is a senior benefits consultant and partner in PARC Street Partners. PARC stands for plan, attract, retain and compensate—all key elements of the company’s work to help credit unions create a succession plan, attract, retain and compensate key executives …
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Hybrid, remote and in-person work gets talked about a lot these days. The conversations are often about which companies are staying remote, which are calling every employee back to the office, and which jobs can truly be done effectively from someplace other than a physical location. But a topic that’s been less talked about so far is the impact of…
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Experience the thrill of conquering spooky financial challenges this Halloween. We'll delve into financial topics that people often find scary. In this conversation, we'll impart valuable insights on facing these financial fears head on. Join us on this journey to transform uneasiness into empowerment, one step at a time.…
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From a past episode of the CUES Podcast, we already know that Scott Hackworth is an able data guy. In this show, he talks about the compensation data and corresponding trends that stand out in this year’s CUES Executive Compensation Survey and CUES Employee Salary Survey. He also describes the suite of data analysis tools included in the CUES compe…
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Discover why estate planning is relevant to individuals of all ages and financial backgrounds and learn how it can ensure your wishes are carried out, provide for your loved ones, and minimize confusion or disputes. Join us as we discuss wills, gain a deeper understanding of trusts, and explore the different types of power of attorney and their pur…
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Peter Glyman finds it fun to say “yes” to a fintech integration with a Jack Henry product. Glyman is managing director of corporate strategy at Jack Henry, a CUES Supplier member and the sponsor of this episode. In the show, he talks about his fintech experience as the co-founder in 2006 of personal financial management tool Geezeo, which Jack Henr…
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Discover how money moves, from exchanging cash to digital transfers, and explore the evolution of money movement over time. Gain insights into the benefits and considerations of different payment methods, such as cash transactions, checks, debit cards, online payment systems, and peer-to-peer money movement services like Zelle.…
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In the latest episode of the CUES Podcast, Lesley Sears defines the differences between climate and culture and explains how they together create the workplace your staff members experience every day. VP/consulting for CUES, Sears then rises to the challenges of describing each of the nine elements of climate in two minutes or less. In that short s…
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Join us as we demystify the complexities of 401(k) plans and provide knowledgeable guidance to help you make the most of your retirement contributions. We'll cover the ins and outs of 401(k) plans, discuss contributions, and learn about navigating investment options. Whether you're just starting your career or nearing retirement age, this podcast i…
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According to Deedee Myers, Ph.D., in this latest episode of the CUES Podcast, more and more CEOs are looking at their organizations and asking themselves, “What does it need to be in the future?” The answer to that question, she says, has to be put in the context of unprecedented times with the hybrid remote work environment taking hold and the nee…
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Join us as we discuss valuable college finance tips, explore smart spending habits, and unveil hidden resources that will empower your financial well-being. From effective saving strategies and setting up bank accounts to stretching your funds and building credit, we've got all the insights you need. Tune in and take control of your financial futur…
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In this episode, we explore how addressing money fears can help us gain control over our money. Through inspiring stories, we demystify the world of money and discuss the power of learning financial concepts. By taking baby steps and finding balance, we can create a healthier relationship with money and achieve financial empowerment. Join us as we …
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Omar Jordan says a mantra he lives by personally and professionally is, this one from Tony Robbins: "Stop being afraid of what could go wrong, and start being excited of what could go right." As founder/CEO of the credit union service organization Coviance, Des Moines, Iowa, Jordan believes that credit unions would benefit from not being afraid to …
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In this episode of the CUES Podcast, Lesley Sears says she loves the commercial in which “Polly Pratz wore many hats.” While the commercial is for an online university, Sears loves the many hats idea as it relates to having an organization-wide skills taxonomy—a system for deeply understanding the skills of each employee and the organization overal…
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A decade before CUES member Dana DeFilippis, CCE, became CEO of Merck, Sharp & Dohme Federal Credit Union in Chalfont, Pennsylvania, she decided she wanted the job. Coming to credit unions from public accounting, DeFilippis prepared for the CEO role by adding leadership of the IT department to her duties as VP/finance of the $825 million institutio…
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Artificial Intelligence has revolutionized numerous industries, providing innovative solutions that enhance efficiency and productivity. However, with the increasing use of this technology, scammers have also found ways to exploit it. In this discussion, we will explore various strategies to safeguard against these scams, empowering you to make inf…
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In this episode, our hosts dive into the world of 529 plans and how they can help you save for your child's educational expenses. With rising college costs, planning is more important than ever and the power of compound interest can help you reach your college saving goals. So, join us and add another tool to your financial journey.…
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Tyler Leet takes credit union cybersecurity very seriously. For him, it’s not just a job. It’s a duty. “We have an obligation,” says Leet, director of risk and compliance services for the regulatory compliance group at CSI, Paducah, Kentucky, the sponsor of the latest episode of the CUES Podcast. “Businesses have an obligation, credit unions have a…
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The 17 Sustainable Development Goals of the United Nations are central to the corporate social responsibility program for $8 billion United Nations Federal Credit Union, New York. These goals such things as living wages, clean water, ending poverty and empowering women and girls, explains Yma Gordon in this episode of the CUES Podcast. Gordon is VP…
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Financial education is a powerful tool that can help individuals manage their money effectively and achieve their goals. Join us as we explore the benefits of financial literacy in communities and the ways in which financial education outreach can empower individuals to make informed decisions and improve their overall financial well-being.…
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