Best James Lenz. Lisa Hochgraf Podcasts (2024)

1
CUES 163: Augmenting People Helping People with AI 48:22

3M ago48:22

48:22

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…

1
CUES 162: Exciting Times Ahead With Instant Payments 25:42

4M ago25:42

25:42

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…

1
CUES 161: Human-Centered Leadership 25:01

5M ago25:01

25:01

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…

1
Be Better at Business Lending in 2024 23:41

6M ago23:41

23:41

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…

1
Manage Fintech from Both the Bottom Up and the Top Down 29:50

7M ago29:50

29:50

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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CUES Emerge Winner: ‘Keep an Open Mind’ and ‘Do It’ 25:59

8M ago25:59

25:59

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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CUES 157: Resilient Leaders Must Be Tough—or Flexible—as Needed 35:15

8M ago35:15

35:15

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…

1
CUES 156: Golden 1 CU Takes Belief in DEI Into Awarding-Winning Action 22:12

9M ago22:12

22:12

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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CUES 155: Mitigate the Flight Risk of Newly Promoted Employees 17:05

9M ago17:05

17:05

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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CUES 154: A Leader Who Listens and Pays His Good Fortune Forward 35:09

10M ago35:09

35:09

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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CUES 153: Executives and CUs Can Win the Financial Game Together 25:56

10M ago25:56

25:56

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 …

1
Developing People and Careers in a Hybrid Work World 21:44

10M ago21:44

21:44

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…

1
Credit Union Pay Today: Data, Trends and Analysis Tools 18:39

11M ago18:39

18:39

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…

1
The Challenge and the Fun of Fintech Integrations 21:53

11M ago21:53

21:53

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…

1
The Nine Dimensions of Climate 24:41

12M ago24:41

24:41

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…

1
How CEOs Can Design the Organization of the Future 20:30

1y ago20:30

20:30

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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The Value of a ‘Can-do’ Mindset for HELOCs and Fintech 20:05

1y ago20:05

20:05

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 …

1
Align and Streamline Your Organization Using a Skills Focus 26:07

1y ago26:07

26:07

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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Becoming a CEO With a Vision for Technology and Teamwork 21:50

1y ago21:50

21:50

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…

1
How to Build a Money- and Reputation-Saving Cyberdefense 30:30

1+ y ago30:30

30:30

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…

1
Inspiration and Resources for Your Corporate Social Responsibility Program Launch 29:16

1+ y ago29:16

29:16

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…

1
With Fintech, Knowledge Is Power 30:28

1+ y ago30:28

30:28

In this episode of the CUES Podcast, Alex Johnson underscores the idea that knowledge is power when it comes to credit unions' success in understanding and making decisions about fintech. The creator and author of the Fintech Takes newsletter, Johnson describes ways credit union leaders can track trends in fintech and even recommends several of his…

1
The Connection Between Culture and Well-Being 33:05

1+ y ago33:05

33:05

This episode of the CUES Podcast covers the key connection between skilled and authentic leadership and management and organizational and employee well-being. “This is really what we need to focus on ... as leaders and as organizations,” says guest Laurie Maddalena, MBA, CSP, CPCC, CEO of Envision Excellence. “How do we support the well-being of ou…

1
Help Your CU's Favorite Charities, Brand and Bottom Line 10:19

1+ y ago10:19

10:19

Bruce Bauer understands how credit unions sometimes push establishing a charitable donation account down on their list of priorities. But Bauer, an executive benefits specialist with CUESolutions provider Cuna Mutual Group, rather wishes they wouldn’t. In this episode, Bauer explains that credit unions that have charitable donation accounts can get…

1
Committed to Closing Racial and Language Gaps 24:17

1+ y ago24:17

24:17

CUES member Jeff Disterhoft became passionate about advancing diversity, equity and inclusion after his son took a class about race at the University of Iowa and started asking his dad questions about DEI. “A few things became clear over the course of the semester,” Disterhoft says in the show. “One, I didn't have it all figured out in terms of the…

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Embodying 'Humble, Hungry and People-Smart' 22:01

2y ago22:01

22:01

If you're building a team, you want players who are humble, hungry and people-smart. Zachary Churchill says this is not his idea—it's from Patrick Lencioni, founder of The Table Group—but Churchill seems not only to espouse it but embody it. The winner of the 2022 CUES Emerge competition, Churchill is not afraid to say he previously entered the com…

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Stay Open to the Options in CEO Succession and Mergers 30:15

2y ago30:15

30:15

Episode 137 of the CUES Podcast tells a story of CEO succession that includes two leaders splitting the president and CEO roles for about six months; doing additional planning for the expected retirements of the longtime CFO and CIO; consideration of several merger options; and a merger. This is the story of Charlotte Metro Credit Union, which just…

1
Easing the Pain of Month-End Close 20:30

2y ago20:30

20:30

Sponsored by SkyStem Closing the books at the end of the month can be a lot of work. Doing it month after month can be grueling. And when the organization is growing and adding new technology, well, that can just make an already tough job that much more difficult, says our guest in this episode of the CUES Podcast. Jennifer Stein, CPA, CGMA, is sen…

1
Get Authentic Grit and Awe Those Around You 24:08

2y ago24:08

24:08

Got grit? According to the guest in this episode of the CUES Podcast, getting grit is about having passion and perseverance in pursuit of long-term goals. It’s about going outside of your comfort zone and taking risks to live your best life. As a bonus, the process of getting grit will likely inspire other people to want to behave that way as well.…

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Be an Equity Injector 28:23

2y ago28:23

28:23

James Hunter, CCM, not only has deep knowledge of credit union lending best practices but also a passion for diversity, equity and inclusion. In fact, Hunter says in this episode of the CUES podcast that he strives to put the two together every day—to be an “equity injector” that helps all members of his credit union be more able to live their best…

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The Big Opportunity to Reduce Friction Across the Credit Union—an Interview With Bill Handel 31:48

2y ago31:48

31:48

Sponsored by Fiserv Want to compete better with fintechs? Reduce friction. Want to make more loans? Reduce friction? Want to become more appealing to young people? Reduce friction. The opportunity that lies in reducing friction across the credit union is a key theme in this episode of the CUES Podcast. Our guest is Bill Handel, general manager and …

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CUES 131: A People Perspective on Core Conversions—with Tami Webb 29:57

2+ y ago29:57

29:57

When considering a core conversion, Tami Webb, who is VP/sales for CUES Supplier member United Solutions Company, Tallahassee, Florida, suggests first asking: Why do we want to change? What's the objective? What's driving all this work? Webb is our guest for this episode of the CUES Podcast. She has helped about 30 credit unions convert to a hosted…

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CUES 130: Mergers Have ‘Roots and Wings’—an Interview With Jeff Shewfelt, CCD, and Bill Kiss, CCD 24:31

2+ y ago24:31

24:31

When G&F Financial and Aldergrove Credit Union merged, they started with a cultural assessment to see if the combination was a right fit. And they followed up with “roots and wings” sessions designed to honor the history of both credit unions and to create alignment around their joint future. “We did some reads to see exactly where individual emplo…

1
CUES 129: Key Do’s and Don’ts of Employee Engagement—an Interview With Matthew Bidwell, Ph.D. 23:25

2+ y ago23:25

23:25

During this episode of the CUES Podcast, Matthew Bidwell, Ph.D., talks about the employee engagement at NASA leading up to the lunar landing. If you asked an employee who was sweeping the floor what they were doing, they would have said, “I’m putting a man on the moon,” notes Bidwell, associate professor of management at The Wharton School at the U…

1
CUES 128: Offering 'Learn and Earn,' Plus Other Great Strategies for Connecting With Gen Z: An Interview with Bolun Li 15:45

2+ y ago15:45

15:45

“Learn and earn” has proven to be a great strategy for getting the attention of Gen Z, according to Bolun Li, CEO of the financial education app Zogo. In this episode, Li describes the incredible growth his company has seen from creating hundreds of bite-sized financial education modules, getting them out to Gen Z on an app for their phones, and th…

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CUES 127: All Is Not Yet Rosy for Top Black Female Leaders 29:45

2+ y ago29:45

29:45

In the latest episode of the CUES Podcast, Kimberly Wright says she feels like she has made it past the proverbial glass ceiling that’s long been a metaphor for a system that holds women back from rising to top leadership roles. Senior vice president and executive director of the American Heart Association in Atlanta, Wright says, “I feel like I ha…

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CUES 126: Building Bold, Effective Black Leadership at PSCU—an Interview with Marvin York 22:35

2+ y ago22:35

22:35

Marvin York was watching videos with his granddaughter when a clip came on of graduation ceremonies at historically Black colleges and universities. “And I saw all of these professionals getting ready to launch,” says York, VP, contact center member engagement for CUESolutions provider PSCU, a credit union service organization based in St. Petersbu…

1
CUES 125: Diversity, Equity and Inclusion as a Differentiator—an Interview With Steve Bugg 40:03

2+ y ago40:03

40:03

CUES member Steve Bugg is very clear that the diversity, equity and inclusion journey that his credit union is on makes his organization stand out in the competitive financial services market and for talent as well. “We know today everybody says they deliver great member service or customer service, have to have competitive products or services, an…

1
CUES 124: Disruption Opportunities in Mortgage Lending—an Interview With Steve Hewins 29:52

2+ y ago29:52

29:52

Innovation is that flash of an idea—and it’s happening all the time. Disruption, on the other hand, might stem from innovation, slowly making changes in a marketplace until the whole landscape is different, according to Steve Hewins, senior vice president of CU Members Mortgage, a CUESolutions Bronze provider based in Texas. “A disruptor eliminates…

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CUES 123: Leadership and Learning Are Indispensable to Each Other—an Interview with Alex Hsu, CCM 15:21

3y ago15:21

15:21

In a speech prepared for John F. Kennedy to be given on that fateful day in Dallas in 1963, we were to be reminded that “leadership and learning are indispensable to each other.” In this episode of the CUES Podcast, the 2021 CUES Emerging Leader, CUES member Alex Hsu, CCM, cites this quote as among his favorites. And he lives it. “When I completed …

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CUES 122: How to Better Engage Members at the Critical Moment of Account Opening—An Interview With Andy Saner 23:08

3y ago23:08

23:08

Andy Saner lives by the idea that asking questions is important. In this episode of the CUES Podcast, Saner, senior vice president of product engineering and data services at CUES Supplier member Harland Clarke, a Vericast business, describes the value of applying such curiosity to help match members with appropriate credit union offerings during t…

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CUES 121: Famous or Not, We All Have to Work on Mental Health--An Interview With Dee Baker Amos 22:33

3y ago22:33

22:33

In recent times, such high-profile sports figures as tennis player Naomi Osaka and gymnast Simone Biles have made headlines by announcing they were stepping back from competition to take care of themselves and their mental health. In this episode of the CUES Podcast, guest Dee Baker Amos applauds these actions. VP/marketing and communications for D…

1
CUES 120: Lending in a Two-Lane Economy—an Interview with Harry Singh 28:12

3y ago28:12

28:12

A new ebook from Experian, Navigating in a New Era of Credit Risk Decisioning, suggests that one out of three consumers remain concerned about their finances at this stage of the pandemic, while at the same time, some individuals have more cash than they had when the pandemic started—and now they’re ready to spend. In this episode of the CUES Podca…

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CUES 119: Credit Union Executive Pay Up Despite Economic Uncertainty-an Interview With Scott Hackworth, CPA, and Laura Lynch 17:25

3y ago17:25

17:25

Pay increases found in the CUES Executive Compensation Survey this year range from 3% to 7%, depending on the position. Scott Hackworth says in this episode of the CUES Podcast that these figures are significant considering how much uncertainty is present in the overall economy right now. Even though no one knows what’s going to happen next, “this …

1
CUES 118: Governance Gumbo—an Interview With Ancin Cooley, CIA, CISA 21:59

3y ago21:59

21:59

Ancin Cooley, CIA, CISA, is originally from New Orleans and likes to think that he’s a decent gumbo cook. He even distributes his mom’s gumbo recipe to audience members when he speaks, which he will do at CUES’ Directors Conference in Florida this December. Principal of Synergy Credit Union Consulting, Chicago, Cooley says in this episode of the CU…

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CUES 117: Merge for the Right Reasons—an Interview with Deedee Myers, Ph.D., and Peter Myers 24:01

3y ago24:01

24:01

What do you say when you hear from another credit union interested in talking about a merger? Hopefully, you don’t say “Yeah, we’ll talk so long as our chair and our CEO are the surviving leaders after the merger.” To Deedee Myers, Ph.D., MSC, PCC, the fate of the chair and CEO is the wrong thing to think about first when considering joining up wit…

1
CUES 116: The Evolution to Modern Leadership—an Interview with Laurie Maddalena, MBA, CPCC, PHR 29:48

3+ y ago29:48

29:48

Emerging leaders have a great opportunity to impact organizational cultures in a way that supports the evolution to modern leadership, says Laurie Maddalena, MBA, CPCC, PHR, in this episode. “They bring in these expectations and these values that I think are more modern,” says Maddalena, a certified executive coach, leadership consultant and founde…

1
CUES 115: Fraud Prevention Is a Member Service—an Interview With Andy Shank 59:58

3+ y ago59:58

59:58

When you can help members avoid being scammed—or at least help them overcome it, they’ll be grateful for your actions in the long run. In this episode of the CUES Podcast, Andy Shank talks about things credit unions need to keep in mind when it comes to preventing and mitigating fraud. Shank is VP/fraud and risk management for CUES Supplier member …

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CUES 114: If Diversity Is Our Strength, Inclusion Is Our Superpower—an Interview With Michael Bach 23:43

3+ y ago23:43

23:43

By CUES

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CUES 113: Lay the Runway in 2021 for Economic Takeoff in 2022—an Interview With Dan Berger 19:50

3+ y ago19:50

19:50

The U.S. economy may soon be poised for takeoff, according to Dan Berger, our guest on episode 113 of the CUES Podcast. The efforts of credit unions to serve members at a time of need will continue to be a key factor, says Berger, president/CEO of the National Association of Federally-Insured Credit Unions, Washington, D.C. “I think that we got som…

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James Lenz. Lisa Hochgraf Podcasts

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