Podcast

Simeon Chapin

Race to the Top: What “Values-Based Banking” Actually Means

“Values-based banking” is becoming a popular concept, but what does it actually mean? Simeon Chapin, Community Impact Officer at Vermont State Employees Credit Union (VSECU), joins our Remarkable Credit Union Podcast to explain. VSECU is a member of the Global Alliance for Banking on Values (GABV), a network of banking leaders from around the world committed to advancing positive change in … Continue reading

Headshot of Sean Keener

Breaking the Bottleneck: Lessons in Thinking Differently

What’s one thing you’ve always dreamed of doing but aren’t doing because you think you don’t have the resources? That’s the central question that Sean Keener, CEO and co-founder of the BootsnAll Travel Network wants people, and companies, to ask themselves. Sean is on a mission to help people find the right question to ask, rather than search for the right … Continue reading

Marc Schaefer

Better than Banks? Why and How Credit Unions Need to Differentiate

How has the credit union industry evolved in the last 30 years? We talked to Marc Schaefer, CEO of Truliant FCU, who ran multiple credit unions for over three decades. According to Marc, the credit union movement has evolved from “sleepy” to “energized,” with a noticeable shifts away from “traditional” banks toward more innovative, socially conscious financial institutions. Having observed … Continue reading

Ryan Foss, Director of Incubation at Filene

The Next Uber? What Innovation Really Means in the Credit Union Industry

Everyone loves talking about the importance of innovation, including the credit union industry. But what does innovation really mean in an industry that is heavily regulated and often struggling to keep up with the latest digital trends? Ryan Foss, Senior Director of Incubation at Filene, argues that innovation doesn’t have to involve a flashy app or AI-driven chatbot. Really, innovation … Continue reading

Bijal Gami, VP of Operations; Lamar Heyward – SVP of Marketing at Civic FCU; and Michael Spink, SVP of R&D

How to Reignite the Credit Union Movement: Lessons from a Startup Credit Union

Possibly the defining factor of our current moment in business, technology, and innovation is the culture driving the creation and growth of start-ups. We’ve seen how rapidly the business landscape has changed, for better or worse, because of the startup ethos. While credit unions have undoubtedly been affected by the rise of fintech startups, the concept of a “credit union startup” in … Continue reading

Income Advance Program

Beyond Payday Lenders and Pawn Shops: Thinking Differently about Small Dollar Loans

For many Americans, a few hundred dollars can mean the difference between financial stability and distress. Financial distress is not an isolated problem; rather, it has ripple effects that extend not just to a person’s family, but also his or her employer. Ted and Ned Castle of Rhino Foods understand that financially stable employees are healthier, happier, and more reliable. … Continue reading

How Credit Unions are Like Farmers Markets: Ty Robbins of People’s Trust FCU

Ever paid a premium for those small, juicy farmers market strawberries, rather than the giant, pale strawberries you typically find in the grocery store? According to Ty Robbins, CIO of People’s Trust FCU, credit unions offer the financial equivalent of farmers market strawberries, with one crucial difference. He joins our podcast to share his passion for using cooperative principles and … Continue reading

WellQ

Wellness of Mind, Body, and Wallet: Allegacy FCU’s Transformational Wellness Program

Integrated healthcare is becoming a worldwide trend, and Allegacy FCU is taking it to the next level. Ashley Kohlrus, COO of Allegacy FCU, and Karen Sigmon-Smith, Managing Director of WellQ, join us to talk about their audacious plan to transform community health outcomes through an integrated membership model for health and financial wellness, along with the lessons learned along the … Continue reading

Ken Tomita

Bringing Humanity to Product: The Grovemade Story

Ken Tomita, co-founder and CEO of Grovemade, joins the podcast to talk about how his company brings humanity to product by understanding its customers on a personal level; how it leverages the four levels of customer engagement; and how financial institutions can expand beyond the commodity market. Key Insights and Takeaways   Never take your assumptions about who your customers … Continue reading

John Lanza of Money Mammals

How to Make Financial Education Relevant and Useful: John Lanza of MoneyMammals.com

John Lanza, financial education expert and Chief Mammal at MoneyMammals.com, joins the podcast to talk about why financial education should start early; how to make it fun, concrete, and experiential; and in what sense money might actually be able to buy happiness.  Key Insights and Takeaways: It’s important to make financial education simple, concrete, and experiential from a young age. Marketers … Continue reading

Hannah talking on the phone