Grow Your Credit Union

Written by: Becky Reed and Joshua Barclay
  • Summary

  • Each week, host Joshua Barclay and co-host Becky Reed dive into the nitty-gritty of successful credit union operations, exploring innovative approaches and leadership insights. We’re more than just a podcast; we’re your go-to resource for turning challenges into opportunities. Join us as we laugh a bit, learn a lot, and push the boundaries of what’s possible in the credit union world.
    2024 - Grow Your Credit Union
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Episodes
  • Small Businesses, Big Opportunities: How SMB Lending Secures the Future for Credit Unions
    Oct 21 2024

    In this episode of Grow Your Credit Union, hosts Joshua Barclay and Becky Reed welcome Mina Worthington, President and CEO of Solarity Credit Union, to explore the future path for credit unions. They discuss the potential of embracing small business community banking, the importance of reinforcing the cooperative difference, and how credit unions can remain relevant and successful in a rapidly changing financial landscape.

    Plus, we discuss how credit unions can balance fee eliminations while staying financially sustainable and examine how reimagining the in-branch experience is driving innovation across the industry.

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    32 mins
  • Bringing Vendors Together to Drive Credit Union Success
    Oct 7 2024

    With credit unions managing an average of 182 vendors per week, ensuring alignment between all partners can be a daunting task. But what if getting all your vendors in the same room could unlock new opportunities for strategic growth?

    In this episode of Grow Your Credit Union, Joshua Barclay and guest co-host Mike McWethy, EVP of Texans Credit Union welcome on Tansley Stearns, President and CEO of Community Financial Credit Union to talk about the value of getting all vendors into one room to align on strategy.

    Plus:

    • Are credit union boards equipped to meet strategic goals, and how should board recruitment be reimagined?
    • What challenges do credit unions face with member onboarding, and how can they improve the process?

    A huge thanks to this episodes sponsor, InvestiFI

    InvestiFi is the only InvestTech solution built to allow for trading to and from deposit accounts, enabling Credit Unions to retain more assets and attract new members. Help your members navigate the complexities of financial markets with ease from within their current online banking experience with InvestiFi. Learn more at investifi.co.

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    32 mins
  • Generalists vs. Specialists: Building the Ideal Team for Growth
    Sep 23 2024

    Are you facing the challenge of building the right team to drive your credit union forward? Many leaders grapple with whether to hire specialists with deep expertise or passionate generalists who bring versatility. In an industry that's rapidly evolving, how do you assemble a team that's both agile and aligned with your vision?

    In this episode of Grow Your Credit Union, Joshua Barclay and guest co-host James McBride, president and CEO, CONNECTS Federal Credit Union welcome on sponsored guest Kian Sarreshteh, co-founder and CEO of InvestiFI to talk about strategies for building the ideal team for growth by balancing specialists and generalists.

    Plus:

    • Discover how embracing radical transparency can align your organization and enhance collaboration.
    • Learn how integrating investment services directly into your online banking can keep deposits in-house and meet your members' evolving needs.
    • Explore effective ways to enhance member loyalty and increase share of wallet in your credit union.

    A huge thanks to this episodes sponsor, InvestiFI

    InvestiFi is the only InvestTech solution built to allow for trading to and from deposit accounts, enabling Credit Unions to retain more assets and attract new members. Help your members navigate the complexities of financial markets with ease from within their current online banking experience with InvestiFi. Learn more at investifi.co.

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    37 mins

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