Join industry leaders as they share bold ideas that ignite innovation, unveil new strategies, and empower you to drive impactful change within the movement. From Doug English, a former CU insider and CFP® with ACT Advisors.
How Credit Unions Can Make the Most of the Governmental Affairs Conference (GAC) 2024
The credit union movement’s biggest annual advocacy event, the Governmental Affairs Conference (GAC) hosted by America's Credit Unions, will occur this year from March 3 to 7 in Washington, D.C. and draw an estimated 6,000 attendees.
Doug English sits with Todd Spiczenski, Chief Association Services Officer at America’s Credit Unions, to discuss what changes and improvements attendees can expect and how they can make the most of their time between Hill hikes, networking, and breakout sessions.
Tune in for a sneak preview into how GAC’s getting bigger and better than ever with an expanded Welcome Center, more exhibitors, and new post-event virtual resources.
Stream the episode.
How Non-Organic Growth Strategies Can Lead to Explosive Growth in the Credit Union Movement
Achieving unprecedented growth takes strategic planning, ongoing examination, and access to the information required to consider bold ideas and pursue opportunities.
In this episode, guest Michael Bell, partner and chair of the Financial Institutions Practices Group at Honigman, LLP, sheds light on non-organic growth options that may be unfamiliar to many credit unions. These strategies have the potential to impact growth and broaden fields of membership significantly.
Stream the episode to learn how strategic acquisitions and changing charters can play a crucial role in helping optimize your credit union’s scalability.
The Three Pillars of Exceptional Leadership: How Modern Management Practices Can Help Credit Unions Stay Relevant
Exceptional leaders play a critical role in any organization’s success. Effective leadership can help credit unions navigate new challenges, innovate, and get results while creating an environment that aligns with the expectations of modern employees. Without it there is a significant risk to organizations and the broader credit union movement.
Laurie Maddalena, CEO of Envision Excellence, returns to the show to share the three pillars of exceptional leadership and how they can help propel the credit union movement forward. According to Laurie, in a time when staying relevant means staying adaptable, leaders who fail to balance these three critical pillars not only risk their relevance but also the foundation of their organization.
Stream the show to learn the three pillars, what makes leaders ineffective or effective, and actionable steps credit union leaders can implement today.
How Credit Unions Can Leverage Existing Real Estate to Secure Immediate Capital
With funding pressures and the high rate of deposits across credit unions, leaders must find creative ways to generate capital. Credit unions need capital to maintain good financial standing and pursue long-term strategic plans, such as acquiring another financial institution, undergoing a digital transformation, and more.
In this episode, Doug is joined by returning guest Bill Paton, vice president of lending, loan participations, and subordinated debt at Alloya Corporate Federal Credit Union, and Patrick Roberts, chief revenue officer at MountainSeed. They discuss their new sale-leaseback partnership, which offers a non-dilutive solution that can help credit unions generate immediate capital by leveraging existing real estate assets.
Stream the episode to learn how credit unions can unlock hidden capital and potential within their branches with a sale-leaseback, the benefits of these transactions, and when credit unions should consider the option.
Year-End Tax Strategies for Credit Union Executives
As we approach year-end, there are several tax-optimization strategies credit union executives and recent retirees may consider based on their current financial situation. Credit union leaders often have complex compensation and retirement benefit packages that lend themselves to creative solutions that may help them save more money or manage their tax liability.
Wes Johnson, CFP® professional and ACT Advisors partner and financial planner, joins Doug to discuss these strategies and offer insights to inspire and support credit union executives at any stage.
Stream the episode to learn more.
How Curql Brings Fintech Solutions to Credit Unions
Credit unions are joining forces in the first-of-its-kind strategic investment fund, Curql. This innovative fund helps credit unions partner with and invest in fintech that will help drive the credit union movement forward, effectively competing with larger financial institutions that have unlimited research and development dollars.
Guest Brian Lauer is the general counsel of the National Association of Credit Union Service Organizations (NACUSO) and partner with the law firm Messick Lauer & Smith P.C. For over 10 years, he has helped credit unions better serve their members and provide innovative products and services through credit union service organizations (CUSOs). He’s advancing those efforts with Curql, which combines credit union partners’ investments into fintech designed specifically for credit unions to deliver vetted solutions more efficiently.
Learn more about how the innovative ideas in this fund are reshaping the movement and paving the way for a more vibrant and customer-centric financial ecosystem.
Insightful Credit Union Podcast
Doug is an incredible host that hits relevant topics in a easily digestible, fun discussion. Highly recommend this podcast!!
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!