Credit unions continue to chase outdated goals, aiming to be the primary financial institution for their members despite changing market dynamics. Is the quest to be a primary financial institution still relevant in today's diverse financial services market? How can Credit Unions adapt rather than trying to be everything to everyone?

In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome on Greg Gallant, President/CEO, WeStreet Credit Union to chat about why pursuing the status of primary financial institution may no longer be viable and what credit unions should focus on instead.

PLUS: We talk about how to start your journey towards alignment through culture AND we talk about some unconventional methods to achieve growth.

Charter changes can be a game-changer for credit unions, opening new avenues for growth and member engagement. However, navigating the process isn't always straightforward. When the NCUA rejects your submission, it can feel like a significant setback. So, what steps can you take to effectively respond and turn the situation around?

In this episode of 'Grow Your Credit Union,' hosts Joshua Barkley and Becky Reed welcome on Jennifer Audette, CEO of POLAM Federal Credit Union to talk about effectively fighting back when NCUA rejects your charter change.

Plus, you'll receive valuable tips on transitioning to a leadership role within a new credit union that caters to a dramatically different field of membership. And you’ll learn about the optimal work environments for credit unions—whether remote, in-office, or hybrid.

Are Credit Union events a waste of time, money, and effort? We don't believe so, provided that you have a strategy in place to maximize your networking and learning opportunities. Just how much value can you unlock with the right approach?

In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome John Salgado, EVP/CIO, DuGood Federal Credit Union to discuss how to get the biggest bang for your buck when attending events.

PLUS!

• We discuss how to identify and nurture future leaders
• We give tips on how to safeguard sensitive data from AI

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Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.

The failure of Credit Unions is not a sudden occurrence, but rather a gradual process that starts from the top down. Why aren’t leaders who are ineffective or complacent held unaccountable for their poor performance? It's time we serve our members better by removing those obstacles to credit union growth.

In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome James McBride, CEO of Connects Federal Credit Union to discuss ineffective leadership.

PLUS!

• We go beyond the buzzword “employee experience” by giving specifics on what you can do to give back to your employees.
• We talk about why “can’t” isn’t a viable excuse for any credit union.

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Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.

For credit unions with assets under $100 million, women hold 53% of CEO positions. Yet, as we look at larger credit unions, with assets over $100 million, this percentage drops to just 23%. What is the driving force behind this phenomenon, and what can we do to level the playing field?

In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Linda White, Executive Director, CUWLA to discuss this very issue.

PLUS: We talk about shifting our resources from frontline to back-of-the-house staff AND those sticky issues that we, as an industry, just can't shake off.

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Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.

Verifying the identity of your members in digital transactions can be challenging. Fraudsters are becoming increasingly sophisticated and persistent in their methods. What does it take to effectively safeguard your credit union and members from fraud?

In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Hailey Windham, former Financial Crimes Program Manager at Safe Federal Credit Union to talk about:

• What drives the massive increase in fraud that credit unions are experiencing.
• Resources credit unions should invest in to meet the growing demand for real-time payments.
• Understand whether credit unions truly grasp how money moves through their digital networks.
• Discovering actions credit unions can take to reduce fraud.

Continue your learning journey by pressing play.

Resources

• CU Fight Fraud Dashboard
• Credit Unions and DeFi: A Financial Renaissance

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Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.

Strong employee retention is a hallmark of a thriving company culture. Fostering transparency, collaboration, and a sense of community can keep staff loyalty strong for decades. How can leaders replicate this success in their own organizations by building more than just a workplace, but a community?

In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Marji Hughes, EVP/COO, Christian Community Credit Union to talk about:

• Growing young talent in an age of job hopping.
• The impact of broadening your membership base
• The perception and impact of leadership development
• How the mission of your credit union affects employee retention.

The fun all starts when you press play.

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Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.

Innovation often comes with some disagreement. It's crucial to have employees who can voice alternative, and potentially better, ideas. But how can you best show your team vulnerability and instill in them the confidence to express dissent?

In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Mike McWethy, Executive Vice President, Texans Credit Union to talk about:

• Creating a healthy culture of debate
• The criticality of onboarding tech talent
• Opinions on a credit union hit-piece
• Remaining human in an automation-driven world

The fun starts when you press play.

A BIG THANKS TO OUR SPONSOR, CREDIT UNIONS FIRST

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Calling all Credit Union Leaders - Do you want to be a guest on Grow Your Credit Union? Visit GrowYourCreditUnion.com to learn more.