The CUInsight Network CUInsight | Credit Union

“That’s at the foundation of credit unions: making sure the member experience is premium and more personalized.” - David Everson
Thank you for tuning in to episode 66 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is David Everson, Senior Director of Solutions Marketing at Laserfiche. David shares his vast career journey that led him to his current role at Laserfiche. Laserfiche is a software company founded over 30 years ago. The team handles intelligent data capture, records management, and digitization that connects data across departments. Laserfiche helps employees be more productive by eliminating administrative tasks so teams can focus on high-priority operations such as member service.
During our conversation, David and I chat about the importance of omnichannel data management when it comes to providing a seamless member experience. He shares the benefits of Laserfiche’s Solution Marketplace library filled with free data management resources, training modules, and pre-built forms and workflows. Listen as David talks about the resources, tools, and strategies for better data management practices now and in the future.
As we wrap up the episode, David talks about his 30-year friendship with a mentor, his current book recommendation, and his thoughts on work-life balance. Enjoy my conversation with David Everson!
Find the full show notes on cuinsight.com.
Connect with David:
David Everson, Senior Director of Solutions Marketing at Laserfiche
david.everson@laserfiche.com
laserfiche.com
David: LinkedIn
Laserfiche: LinkedIn | Facebook | Twitter | Instagram | YouTube | Schedule a Demo 

“You are a member of a great global credit union community.” - Mike Reuter
Thank you for tuning in to episode 65 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unions (WFCU). Mike shares how the environment for credit unions has grown since the last time he was a guest on the podcast. WFCU focuses on strengthening credit unions while they serve and transform members’ lives worldwide. As an arm of the World Council of Credit Unions (WOCCU), they are advancing financial inclusion, global relief aid, DEI, and more through a vibrant and growing global credit union system. Mike shares his excitement for the 75th anniversary of International Credit Union Day held on October 19, 2023.
During our conversation, Mike and I chat about the strong levels of support across the global credit union movement. He shares the national and international initiatives that keep credit unions operating so teams can help their own communities. Listen as Mike talks about fostering stronger engagement and more connectivity within the global credit union system.
As we wrap up the episode, Mike talks about having a great time in Vancouver, balancing work and life, and pursuing further education to improve customer experiences. Enjoy my conversation with Mike Reuter!
Find the full show notes on cuinsight.com.
Connect with Mike:
Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unions
mreuter@woccu.org
doglobalgood.org
Mike: LinkedIn
WFCU: LinkedIn |  Facebook | Twitter 

“Everyone has a seat at the table and if the table is not long enough, we’ll build it bigger.” - Tracie Kenyon
Thank you for tuning in to episode 64 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Tracie Kenyon, Executive Development Partner at Humanidei. Tracie shares her career journey within the credit union industry for the last 38 years. Humanidei works with credit unions to integrate their most important asset- their human capital- into organizational growth plans and talent development. Tracie guides teams in creating a positive company culture where team members can build their skills and career.
During our conversation, Tracie and I chat about the importance of taking care of your team and the value in executive coaching. She gives advice on improving the hiring process and shares three tips to get it right the first time. Tracie explains how the “B” at the end of DEIB stands for belonging, and why it is so important for the culture of an organization. Listen as Tracie talks about building a nurturing and innovative company culture for your credit union team.
As we wrap up the episode, Tracie talks about an impactful leader she’s had in her life, her love of books along with a book recommendation, and her passion for work. Enjoy my conversation with Tracie Kenyon!
Find the full show notes on cuinsight.com.

Connect with Tracie:
Tracie Kenyon, Executive Development Partner at Humanidei
tracie@humanidei.com
humanidei.com
Tracie: LinkedIn
Humanidei: LinkedIn | Instagram | Twitter 

“Create a website for your credit union, not a template of 20 others.” - Bo McDonald
Thank you for tuning in to episode 63 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Bo McDonald, President and CEO at Your Marketing Co and uncommn. In this episode, we dive into all things uncommon, the preferred web development company for credit unions looking to control their online presence. Bo values service that is flexible to the changing needs of the credit union industry and is focused on providing that.
During our conversation, Bo and I chat about treating a website like a digital branch for members. Bo shares that security, load time, and quality of content are the top three areas where credit unions must make a strong first impression on their website. He explains the importance of credit unions doing their due diligence and communicating with members throughout the web design process. Your website is ultimately one of your branches, listen as Bo explores ideas to better represent your brand and interact with members seamlessly.
As we wrap up the episode, Bo talks about the two Johns that deeply influenced his leadership, the states he loves to visit, and the two things he doesn’t mind splurging on for a good time. Enjoy my conversation with Bo McDonald!
Find the full show notes on cuinsight.com.
Connect with Bo:
Bo McDonald, President and CEO at Your Marketing Co and uncommn
bo@getuncommn.com
getuncommn.com
Bo: LinkedIn | Twitter
uncommn: LinkedIn | Facebook | Instagram | Twitter

“There is always an opportunity for credit unions to expand their digital footprint and presence.” - Barb Lowman
Thank you for tuning in to episode 62 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Barb Lowman, President at CUNA Strategic Services (CSS). Barb shares her career journey in the financial service industry that led to her current role at CSS. CUNA Strategic Services connects credit unions and leagues to the industry's top solution providers to create the ultimate partnerships. The team at CSS is focused on positioning credit unions to thrive in the market and provide exceptional member service.
During our conversation, Barb and I chat about the value CSS provides in connecting networks of people, resources, and tools. Barb shares why it is so important for credit unions to invest in technology and support in order to grow in today’s environment. Listen as Barb talks about shifting from idea to execution and delivering solutions to credit unions.
As we wrap up the episode, Barb talks about buying golf shoes, eating foods across the country, and a book that she considers a must-read. Enjoy my conversation with Barb Lowman!
Find the full show notes on cuinsight.com.
Connect with Barb:
Barb Lowman, President at CUNA Strategic Services
Blowman@cuna.coop
cunastrategicservices.com
Barb: LinkedIn
CUNA Strategic Services: LinkedIn

“When it comes to engagement and financial literacy, effectiveness is key.” - Shyam Pradheep
Thank you for tuning in to episode 61 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.
My guest on today’s show is Shyam Pradheep, General Manager at Zogo and a return guest to the podcast. Zogo is a financial literacy company that provides bite-sized, gamified education in a fun and accessible way. Zogo’s gamified mobile integration is sure to help credit unions effectively attract Gen Z, millennials, and users of all ages in financial education. The team aims to engage members to make the most out of all the services credit unions offer.
During our conversation, Shyam and I chat about building engagement that can be reached by all ages. Shyam shares Zogo’s three pillars of engagement and lessons on gamifying financial literacy. Listen as Shyam reflects on the past, present, and future of Zogo and community engagement within the credit union industry.
As we wrap up the episode, Shyam talks about being a huge foodie, admiring his fellow team members, and experiencing The City That Never Sleeps. Enjoy my conversation with Shyam Pradheep!
Find the full show notes on cuinsight.com.
Connect with Shyam:
Shyam Pradheep, General Manager at Zogo
shyam.pradheep@zogofinance.com
zogo.com
Shyam: LinkedIn
Zogo: LinkedIn | Twitter | Instagram | Facebook | TikTok