33 episodes

For credit union executives: timely information on maximizing benefits, reducing risk, and becoming more strategic about your own finances. From Doug English, a former credit union insider and Certified Financial PlannerTM with ACT Advisors.

C.U. on the Show Doug English

    • Business
    • 5.0 • 3 Ratings

For credit union executives: timely information on maximizing benefits, reducing risk, and becoming more strategic about your own finances. From Doug English, a former credit union insider and Certified Financial PlannerTM with ACT Advisors.

    How Executive Legacy Planning Can Benefit Your Credit Union Today

    How Executive Legacy Planning Can Benefit Your Credit Union Today

    Legacy planning for executives is the process of identifying and preparing for what’s next following their career, whether that’s retirement, board service, consulting, or another interest. However, many credit union executives focused on day-to-day operations may not prioritize this planning and may be missing unexpected opportunities and insight that could benefit their organizations even before they retire.

    On the podcast, Doug welcomes Maurice Smith, CEO of Local Government Federal Credit Union. Also joining the discussion are returning guests Anne Sample and Patty Hamm of Navigate Forward. They talk about Maurice’s journey, the many lessons he learned from his legacy planning coaching, and how he’s using the tools he has gained in his current role before his retirement.

    Stream the episode to learn more about why proactive executive planning can benefit your succession and exit planning and offer additional value to your current role, teams, and organization.

    • 36 min
    Design Elements Credit Unions Can Use to Help Reduce Risk in Split-Dollar Plans

    Design Elements Credit Unions Can Use to Help Reduce Risk in Split-Dollar Plans

    While many credit unions have collateral assignment split-dollar plans as part of their executive benefits mix, it is no secret that these tools are more complex than other benefits. As a result, when designing and implementing a successful plan, credit unions must perform a preliminary and ongoing evaluation of several factors to help reduce the risks credit unions and their executives may assume.

    On the show, Doug welcomes Dan Balogh, an executive benefits advisor at SWBC. For over 30 years, Dan has helped credit union boards and management teams develop executive retention and succession plans. Dan and Doug discuss the critical factors credit unions should consider when designing a new split-dollar plan or evaluating an existing one—and why overlooking these factors could cause negative implications and undue burden to the organization and its executives.

    Stream the episode to learn more about how to design and stress test your split-dollar plan to help reduce financial risks while developing realistic, sustainable outcomes.

    • 49 min
    How Credit Unions Can Create Strategic Alignment

    How Credit Unions Can Create Strategic Alignment

    Amidst the challenges of the pandemic and an increasingly competitive talent market, credit unions are reevaluating their strategic game plans as they head into the future. However, what happens when executives and board members lack direction or aren’t on the same page? On the show, Doug welcomes Peter Myers, senior vice president at DDJ Myers, a firm specializing in senior leadership development, strategic alignment, and succession planning.

    Peter emphasizes strategic alignment as a priority in helping credit unions reach their goals, innovate, and attract and retain top talent. He also describes the consequences credit unions can encounter when leadership isn’t moving in the same direction.

    Stream the episode to learn the steps credit union executives can take to build strategic alignment in their organizations.

    • 27 min
    What Is Direct Indexing and How Can It Benefit Credit Union Executives?

    What Is Direct Indexing and How Can It Benefit Credit Union Executives?

    Wes Johnson, CERTIFIED FINANCIAL PLANNER™ practitioner and co-founder of ACT Advisors, joins Doug on the show to discuss direct indexing, a  new investment strategy. Wes explains direct indexing, how it works, and the tax advantages it can offer investors through tax loss harvesting.

    Doug and Wes also explain how credit union executives can benefit from direct indexing, take unique advantage of tax opportunities in low- and high-income years, and customize their security purchases based on their social preferences or concentrated positions.

    Stream the full episode to learn more.

    • 17 min
    When and How In-House Legal Counsel Can Add Value to Your Credit Union

    When and How In-House Legal Counsel Can Add Value to Your Credit Union

    When is the right time to secure in-house counsel for your credit union’s legal matters? On the podcast, Doug welcomes guest attorney Kendra Rubin, chief legal officer at SEFCU, a New York-based credit union. They discuss her journey joining the credit union movement, how she built a legal department from scratch, and the value an in-house attorney can add to a credit union beyond managing compliance and litigation issues.

    Hear the entire conversation on when and how to get started, whether you’re a smaller credit union considering legal assistance or a larger institution looking to expand.

    Stream the episode here.

    • 24 min
    Board Readiness for Credit Union Leaders

    Board Readiness for Credit Union Leaders

    Serving on a board allows credit union leaders and those approaching retirement to continue advancing their mission-focused commitment, using their career experience, and giving back to their community. However, finding and obtaining a board role is not as simple as you may expect.

    On the show, Doug welcomes Anne Sample and Patricia Hamm of Navigate Forward, a firm specializing in helping executives add board service to their professional experience or plan for the future beyond the end of their corporate careers. Anne and Patricia share the process for finding an opportunity that matches a leader’s experience and interests and how they help executives secure board seats.

    Stream the full episode to learn more.

    • 31 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

oliviabaker13 ,

Insightful and actionable!

C.U. on the Show is a great resource for credit union executives! Doug and his expert guests deliver actionable strategies to improve your operations and insights into trends in the industry. Highly recommend listening and subscribing!

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