137 episodes

Welcome to The CUInsight Experience podcast, hosted by Randy Smith, co-founder of CUInsight.com. In each episode we have wide ranging conversations about credit unions, leadership lessons learned, and life hacks from the careers of the thought leaders of the credit union movement who make it so great. The goal of The CUInsight Experience is to take a deeper dive with people and find the gems we can all learn from. Thank you for tuning in. Enjoy!

The CUInsight Experience CUInsight

    • Business
    • 4.8 • 84 Ratings

Welcome to The CUInsight Experience podcast, hosted by Randy Smith, co-founder of CUInsight.com. In each episode we have wide ranging conversations about credit unions, leadership lessons learned, and life hacks from the careers of the thought leaders of the credit union movement who make it so great. The goal of The CUInsight Experience is to take a deeper dive with people and find the gems we can all learn from. Thank you for tuning in. Enjoy!

    Carol Marx - Grassroot Service (#137)

    Carol Marx - Grassroot Service (#137)

    “Credit unions have done so much for their membership, and they continue to do more.” - Carol Marx
    Thank you for tuning in to episode 137 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Allied Solutions. Allied Solutions is focused on helping clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition.
    My guest on today's show is Carol Marx, President & CEO at the Hawaii Credit Union League. Carol worked in financial services for over 30 years and has recently made her way to credit unions. She expresses her excitement about taking on this role and being involved in the credit union movement. Carol talks about credit union values and how they are reflected through the work performed within communities. 
    During our conversation, Carol talks about credit unions being a united front and coming together to increase awareness and enhance the financial well-being of members across their communities. Carol shares her vision of success, which includes ideas of overcoming adversity, succession planning, and establishing secure housing. She also discusses the greatest investment made in her career and how it prepared her for the future. Carol and I talk about what she looks for to enhance the culture of Hawaii’s credit unions and their teams. When giving feedback, Carol suggests listening to a team member’s perspective first, then following up with a question-driven discussion that leads to a manageable solution. 
    Carol shares what makes a good leader and the importance of aligning the “why” of the organization with their purpose. She explains ways in which she communicates change while involving team members of all levels. Carol shares her vision of what a career in credit unions will look like in five years while continuing the important work of the credit union movement to ensure a strong future for credit unions. 
    As we wrap up the show, listen in as Carol shares how she recharges as a CEO, the album she listens to daily, and the reason she feels her father is the personification of, “People helping people.” Enjoy my conversation with Carol Marx!
    Find the full show notes on cuinsight.com.
    Subscribe on: Apple Podcasts, Spotify, Stitcher 
    Books mentioned on The CUInsight Experience podcast: Book List 
    How to find Carol:
    Carol Marx, President & CEO at the Hawaii Credit Union League
    carol.marx@hcul.org
    http://www.hcul.org/
    LinkedIn | Facebook | Twitter | YouTube | Instagram

    • 40 min
    D’Amico and Schultz - Community and Culture (#136)

    D’Amico and Schultz - Community and Culture (#136)

    “We want people that are authentic, and passionate, and want to do what’s best for members.” - Jennifer D’Amico
    Thank you for tuning in to episode 136 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Allied Solutions. Allied Solutions is focused on helping clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition.
    My guests on today's show are Jennifer D’Amico and Randy Schultz. Jen is the VP of Marketing at Commonwealth Central Credit Union. Randy is the VP of Marketing at Strum Agency. This episode is filled with insights from two marketing experts in the credit union industry, and was recorded in front of a live audience at the 2022 MAC Conference in Chicago. Jen and Randy talk about what gets them most excited for the future of the movement including data, culture, member experience, and change.
    During our conversation, Jen and Randy dive into the greatest investment made in each of their careers. Coincidentally, they share similar thoughts on how they immerse themselves in the credit union community. They express the importance of creating connections, continuing education, and sharing ideas to stay relevant in the industry. Together we chat about what to look for in building a strong team that understands the culture and the “why” of the organization.
    Jen talks about taking risks in marketing and the balancing act of driving new business and showing positive results, while sharing member stories. Randy gives tips to stay up to date in marketing and speaks on the importance of shifting our mindsets. We chat about the future of the credit union movement and the need to humanize the financial services industry to attract talent.
    As we wrap up the show, listen in as Jen and Randy discuss work-life balance, Randy’s favorite album of all time, and the best combo: Pelotons and puppies. Enjoy my conversation with Jen and Randy!
    Find the full show notes on cuinsight.com.
    Subscribe on: Apple Podcasts, Spotify, Stitcher
    Books mentioned on The CUInsight Experience podcast: Book List
    How to find Jen:
    Jennifer D’Amico, VP of Marketing at Commonwealth Central Credit Union
    jdamico@wealthcu.org
    https://www.wealthcu.org
    LinkedIn | Facebook | Instagram
    How to find Randy:
    Randy Schultz, VP of Marketing at Strum Agency
    randy.schultz@strumagency.com
    https://www.strumagency.com
    LinkedIn | Facebook | Instagram | Twitter

    • 36 min
    Whitney Anderson-Harrell - Not a Dress Rehearsal (#135)

    Whitney Anderson-Harrell - Not a Dress Rehearsal (#135)

    “We’re serving the underserved, doing things differently, making a difference for people.” - Whitney Anderson-Harrell
    Thank you for tuning in to episode 135 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Allied Solutions. Allied Solutions is focused on helping clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition.
    My guest on today's show is Whitney Anderson-Harrell, President & CEO at Elements Financial FCU in Indianapolis. Whitney shares the unique story of her career journey from teller, to outside the industry, and finally back to credit unions. She expresses her excitement about the future of the movement and what credit unions should focus on to stay relevant. She also discusses the value of having and being a mentor to gain greater insight and opportunities throughout your career.
    During our conversation, Whitney dives into the big investment she made in her career that she also considers a big catalyst for change. Whitney shares that when adding a new member to her team, she looks for integrity, loyalty, and trust. She finds it important to create a healthy environment where  solution-oriented conversations are encouraged. Throughout the discussion, Whitney shares her belief in challenging current ideas and listening to new ones to stay relevant and ultimately make the right decisions for members, employees, and the community. 
    As Elements’ newest CEO, Whitney shares how she built a foundation of trust with her leadership team through intention, direct communication, and asking questions. She finds this vital in gaining perspective and understanding what each employee values within the credit union. Whitney also finds it helpful to be direct when giving feedback and speaks on the benefits of having a direct conversation when necessary.     
    Whitney and I chat about how she plans on growing Elements along with the credit union movement as a whole by exceeding member expectations. Tune in to hear Whitney’s advice on when to pull the plug on an idea, balancing a hybrid work environment, technology in the credit union space, and more. 
    As we wrap up the show, listen in as Whitney talks about her amazing family, her love of Motown, and one book she’s been reading lately. Enjoy my conversation with Whitney Anderson-Harrell!
    Find the full show notes on cuinsight.com.
    Subscribe on: Apple Podcasts, Spotify, Stitcher 
    Books mentioned on The CUInsight Experience podcast: Book List 
    How to find Whitney:
    Whitney Anderson-Harrell, President & CEO at Elements FCU
    wandersonharrell@elements.org
    https://www.elements.org/     
    LinkedIn | Twitter | Facebook | Instagram

    • 36 min
    Lucas Tindell - Invest Your Time (#134)

    Lucas Tindell - Invest Your Time (#134)

    “Make the change, be the change, or get swept away in the current of change.” - Lucas Tindell
    Thank you for tuning in to episode 134 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Allied Solutions. Allied Solutions is focused on helping clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition.
    My guest on today's show is author, speaker, trainer, and business and life coach, Lucas Tindell. He is also the keynote speaker for the CUInsight Mini-Con: CHANGE event on May 25. Lucas shares how he helps people connect the dots between what they want and what it takes to achieve it. He also talks about building emotional intelligence (EQ), developing leadership skills, and creating intentionality in life and work.
    As we start the episode, Lucas shares how his career began by serving his community, much like credit unions do. Lucas talks about the importance of taking control of your time and having stronger intentions than your distractions. Lucas believes emotional intelligence starts with being in control of yourself, ensuring you are able to better connect with others. He also emphasizes self-awareness, empathy, and social skills as critical components of effective leadership. 
    Lucas encourages leaders to be the ones who push their team up from the bottom rather than pull them from the top. He shares the importance of having a balance of system, structure, order, and vision to lead people towards a unified goal. Lucas dives into the greatest investment he’s ever made in his career and the importance of building bridges before you need them. Listen to his insights on making feedback more effective with competency and behavior markers, investing time vs. spending time, and prioritizing core relationships in a work-life balance.
    As we wrap up the show, Lucas talks about the figurative keys of success, Michael Jackson’s Thriller album, and his inspirational wife. Enjoy my conversation with Lucas Tindell!
    Find the full show notes on cuinsight.com.
    Subscribe on: Apple Podcasts, Spotify, Stitcher 
    Books mentioned on The CUInsight Experience podcast: Book List 
    How to find Lucas:
    Lucas Tindell, Author, Speaker, Trainer, and Business & Life Coach
    lucas@tindelltraining.com
    www.lucastindell.com
    LinkedIn | Facebook | Instagram

    • 41 min
    Lily Newfarmer - Speak Your Truth (#133)

    Lily Newfarmer - Speak Your Truth (#133)

    “Have confidence, have passion, and go out and conquer where you can.” - Lily Newfarmer
    Thank you for tuning in to episode 133 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Allied Solutions. Allied Solutions is focused on helping clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition.
    My guest on today's show is Lily Newfarmer, President & CEO of Tarrant County’s Credit Union, and also a founder and the board chair of the Credit Union Women's Leadership Alliance (CUWLA). Lily shares her unique story of getting into the credit union movement and the many life lessons she learned along the way. After time spent at the helm of Tarrant County’s Credit Union, Lily and others came together to form CUWLA in a collective effort to support women-CEOs of small credit unions.
    As we start the episode, Lily shares her belief that the future of the credit union movement is in good hands with so many talented and passionate young professionals. Lily expresses her excitement about the system support that is newly offered to small credit unions (who are mostly run by women) through CUWLA and other organizations. Credit unions of all sizes should invest in training and education for their people, in Lily’s opinion. She provides good ideas for how leaders can find and provide those opportunities to their team members and notes that training is one of her biggest budget items.
    When adding a new member to her team, Lily usually looks for skillset, attitude, and willingness to learn in addition to two other critical attributes. Lily and I also discuss being a good CEO, leading by example, and building a culture of vulnerability. She also shares her philosophy around the CEO-board relationship and her ability to keep her cool under pressure. Throughout the episode, Lily also chats about what has impressed and amazed her most lately, both personally and professionally. 
    As we wrap up the show, Lily talks about the power of love, the book she read most recently, and the best piece of advice her dad gave her. Enjoy my conversation with Lily Newfarmer!
    Find the full show notes on cuinsight.com.
    Subscribe on: Apple Podcasts, Spotify, Stitcher 
    Books mentioned on The CUInsight Experience podcast: Book List 
    How to find Lily:
    Lily Newfarmer, President & CEO of Tarrant County’s Credit Union
    lnewfarmer@tccu-tx.com
    https://www.tccu-tx.com/
    LinkedIn | Instagram | Facebook

    • 39 min
    Mark Robnett - Change the Change (#132)

    Mark Robnett - Change the Change (#132)

    “Digital transformation is about constantly reimagining how we can serve our members better.” - Mark Robnett
    Thank you for tuning in to episode 132 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Allied Solutions. Allied Solutions is focused on helping clients grow their bottom line, protect their business and members, and evolve to stay ahead of the competition.
    My guest on today's show is Mark Robnett, President & CEO of Justice Federal Credit Union. Mark came up through his career with a technology background. In each new role, he grew his skills and experience through continuous learning, taking on the chief executive role at the credit union in 2018. During this episode, Mark shares that he is most excited about the credit union industry’s strategic move to embrace fintech. We chat about how powerful technology is, and Mark explains the credit union’s push to use business intelligence and data analytics to better understand their members.
    In this conversation, Mark talks about the ways that digital transformation should be more than just a project. He believes that technology is an equalizer, allowing smaller organizations to seem larger because of their technology, despite the cost. Mark shares about the investment in his career that has had the most impact: seeking out and collecting great mentors. He recounts the ways he opens doors for more leaders like him in return.
    Throughout this episode, Mark shares lots of quotes and sayings that resonate with him. We discuss what makes a good leadership team like a good stew, and the qualities that Mark looks for in members of his team. Optimism and trust make a good leader, in Mark’s opinion. Tune in to hear his thoughts on organizational culture in a hybrid workplace, building an environment of trust, and knowing the right time to abort a new project. 
    As we wrap up the show, Mark shares a leader who gave him impactful advice, the recent read he recommends, and his favorite album of all time. Enjoy my conversation with Mark Robnett!
    Find the full show notes on cuinsight.com.
    Subscribe on: Apple Podcasts, Spotify, Stitcher
    Books mentioned on The CUInsight Experience podcast: Book List
    How to find Mark:
    Mark Robnett, President & CEO of Justice Federal Credit Union
    robnettm@jfcu.org
    https://www.jfcu.org/
    LinkedIn

    • 39 min

Customer Reviews

4.8 out of 5
84 Ratings

84 Ratings

oliviabaker13 ,

Value-packed!

If you’re in the credit union world, you need to tune into The CU Insight Experience! Randy is such a fun host who brings a fantastic energy to these interviews. Value-packed conversations and actionable leadership insights abound in these episodes - highly recommend checking it out!

Clarisse Gomez ,

Awesome Podcast!!!!

Randy, host of the The CUInsight Experience podcast, highlights all aspects of banking, payments, fintech and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

Kushigrlll ,

Very well done

The authentic, conversation style of Randy, combined with a wide range of guests, makes this a must listen to podcast. It’s a fun, informative, valuable listen every time a new episode comes out. Very well done.

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