“The highway is littered with dead squirrels who couldn't make up their mind.” - Bob Trunzo Welcome to episode 32 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . On this episode, Randy is chatting with Bob Trunzo the president and CEO of CUNA Mutual Group. Learn about the pace of change in financial services, agile technology, and why risks are important to take. Bob and Randy start the conversation off discussing how credit unions need to...
Aug 02, 2019•37 min•Season 1Ep. 32
“Great leaders understand that everyone needs intentional attention.” - Neen James Welcome to episode 31 of The CUInsight Experience podcast . Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Today Randy is chatting with Neen James, the author of Folding Time and Attention Pays. She is also a top leadership expert and motivational speaker who challenges those she works with to leverage their focus and pay attention to what matters in work and life. Randy and Neen discuss the e...
Jul 26, 2019•51 min•Season 1Ep. 31
"Start early, be bold, and just follow your heart." - Teresa Freeborn Welcome to episode 30 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Today’s guest is Teresa Freeborn the president and CEO of Xceed Financial Credit Union and a board member of CUNA. Randy and Teresa discuss awareness, inclusion, and the things credit unions need to do to stay relevant in today’s financial world As a board member for CUNA, Teresa has been a champion of...
Jul 19, 2019•42 min•Season 1Ep. 30
"If you become complacent, your business begins to fail." - Charlie Amato Welcome to episode 29 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder, and publisher of CUInsight.com . Today’s guest is Charlie Amato. Charlie is the chairman and co-founder of SWBC, a board member of the Federal Reserve Bank of Dallas, and one of the owners of the San Antonio Spurs. His bio is long and his contacts are big names, but service is one of the pillars of his character. Gary and Charlie...
Jul 12, 2019•34 min•Season 1Ep. 29
“Live simply, care deeply, speak kindly, and give of your time and your treasure.” - Adrian Johnson Welcome to episode 28 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Today’s guest is Adrian Johnson the senior vice president and chief financial officer of MECU of Baltimore. He is also the board chair of the African American Credit Union Coalition. We chat about the mission and purpose of the credit union in the Baltimore community and g...
Jul 05, 2019•49 min•Season 1Ep. 28
“Truly trust that life works and that things will work out.” - Lois Kitsch Welcome to episode 27 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Today’s guest is Lois Kitsch the co-founder of CU Difference. She has worked for years in developing bright minds not only in the credit union space but also within the world as a whole. Lois and I sat down while in Kenya to discuss the developmental education programs both in the US and abroad an...
Jun 28, 2019•29 min•Season 1Ep. 27
"Admit it, correct it, and put in place procedures to prevent it from happening again." - Lynette Smith Welcome to episode 26 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Today’s guest is Lynette Smith the president and CEO of TruEnergy FCU and serves on the boards of the African American Credit Union Coalition and the Metropolitan Area Credit Union Management Association. We discuss rebranding and determining when it is necessary for a...
Jun 21, 2019•56 min•Season 1Ep. 26
"Do what you love and love what you do." - Linda Bodie Welcome to episode 25 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Today’s guest is Linda Bodie the president and CEO of Element Federal Credit Union in Charleston, WV. We discuss her path to leadership as well as diversity, equity, and inclusion. Linda also talks about what small credit unions should do to stay relevant and thrive in today’s market. Linda and I started our conversa...
Jun 14, 2019•50 min•Season 1Ep. 25
"Deal decisively with mediocrity." - John Spence Welcome to episode 24 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Today’s guest is John Spence is a consultant and coach to organizations all over the world. He works with startups and businesses in the Fortune 10. He’s been named as one of the top 50 leaders to watch by the American Management Association. He is committed to making the complex, Awesomely Simple . John and I discuss the ...
Jun 07, 2019•46 min•Season 1Ep. 24
"You can operationalize empathy." - Jeanne Bliss Welcome to episode 23 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Today’s guest is Jeanne Bliss the founder and president of Customer Bliss and the co-founder of the Customer Experience Professional Association . She is one of the foremost experts on customer-centric leadership and the role of the chief customer officer. She is a consultant and thought leader. She guides C-suites all ove...
Jun 05, 2019•26 min•Season 1Ep. 23
"You show me your wallet and I’ll show you your values." - Bradley Leimer Welcome to episode 22 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Today’s guest is Bradley Leimer the co-founder of Unconventional Ventures. He works with startups in the fintech ecosystem and mentors entrepreneurs. He believes in bringing diversity to the fintech ecosystem and that anybody with a great idea should have the chance to succeed. He truly is one of t...
May 31, 2019•54 min•Season 1Ep. 22
"Every time my mouth is open I’m not able to learn what others know." - Leo Ardine Welcome to episode 21 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . In case you haven’t already heard of Leo Ardine, let me give a brief introduction. He’s the President and CEO of United Teletech Financial, a board member of the New Jersey Credit Union League, and a graduate of the Search Inside Yourself Leadership Institute. And that’s just the beginning...
May 24, 2019•50 min•Season 1Ep. 21
“We are all just experimenting all the time." - Caroline Willard Welcome to episode 20 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . I’m excited to introduce Caroline Willard, the President and CEO of the Cornerstone Credit Union League, as today’s guest! She’s also a board member of CUNA and one of my scuba diving and travel buddies. We’ll dig into gender diversity and the need for inclusion, innovation and disruption in credit unions, ...
May 17, 2019•55 min•Season 1Ep. 20
"The chore of banking sucks. It’s remarkably boring.” Welcome to episode 19 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Bryan Clagett is the Chief Marketing Officer at Geezeo , a Forbes contributor, and a member of the Forbes Communication Council. He’s an active part in the online conversation about credit unions, banking, fintech, and all things digital transformation. I go to him for questions on all things fintech or digital disrup...
May 10, 2019•48 min•Season 1Ep. 19
"She who is truest to her authentic self, wins.” - Jill Nowacki Happy Mother’s Day! In honor of the day, I have an incredibly special guest on the show: my favorite mom, my partner, and the person I get to explore the world with. Jill Nowacki was one of the first and most popular guests on the show, so I’m delighted to have her back for another conversation. If you’ve listened to the podcast before, you’ve probably heard that many guests answer “mom” to the question of who comes to mind when the...
May 08, 2019•29 min•Season 1Ep. 18
"There’s a true opportunity to be dynamic storytellers.” Welcome to episode 17 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . I’m excited to announce that Michael Reuter is joining me as today’s guest! In case you aren’t already familiar with Mike, he’s the Executive Director of the Worldwide Foundation for Credit Unions at WOCCU. We’ll chat about everything from the importance of doing global good, the benefits of US credit unions being ...
May 03, 2019•48 min•Season 1Ep. 17
“I’ve never met a regulation I can’t work around.” - Diana Dykstra Welcome to episode 16 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . The President and CEO of the California and Nevada Credit Union Leagues, Diana Dykstra, is today’s guest! Diana is also on the WOCCU board, the current President of the Western CUNA Management School, and much more. Listen in to our conversation, which will explore everything from why it’s so important fo...
Apr 26, 2019•41 min•Season 1Ep. 16
“Credit unions were a disruptor in their space too. They were a radical idea.” - Mike Walsh Welcome to episode 15 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Mike Walsh joins me today for a fascinating conversation with someone who is outside the credit union space. At PSCU Member Forum in Austin, TX, I managed to snag one of the keynote speakers to sit down and chat, and that conversation is this episode! Mike is a futurist, a global ...
Apr 24, 2019•27 min•Season 1Ep. 15
"There are things we have to do collaboratively that we can’t do on our own.” - Dave Adams Welcome to episode 14 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Today’s guest is Dave Adams, who is the President and CEO of the Michigan Credit Union League as well as of the CU Solutions Group. He’s had a long career in the credit union system, so check out his bio to learn all about his impressive experience. We’ll talk today about not only ...
Apr 19, 2019•41 min•Season 1Ep. 14
"Your plan doesn’t mean anything without people” - Brett Martinez Welcome to episode 13 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Brett Martinez, the President and CEO of Redwood Credit Union, joins me for today’s episode! In case you’re not already familiar with him, he’s also the CUNA Board Chair and on the Board of Trustees of CU Direct. You’ve probably heard of the wildfires that ravaged the Redwood Credit Union community, and ho...
Apr 12, 2019•50 min•Season 1Ep. 13
"There’s nothing bad about cooperation” - Tracie Kenyon Welcome to episode 12 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . I’m delighted this week to welcome Tracie Kenyon, the president and CEO of the Montana Credit Union Network , onto the show today! Tracie is also the board chair of Filene, and a board member of Western CUNA Management School. You can read more about Tracie here . Our paths have crossed many times over the years, bu...
Apr 05, 2019•53 min•Season 1Ep. 12
"We’re all recruiters for the credit union movement" - Doug Leighton Welcome to episode 11 of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Today's guest is Doug Leighton is the SVP of Community Accounts at Visa. You’ve probably seen him around the last few years, because he’s a big fan of the credit union community. And you’ll get to hear more from him today, because he’s the guest in this episode! Doug joined Visa after going to graduate ...
Mar 29, 2019•52 min•Season 1Ep. 11
"If you can digitize a country, you can digitize a credit union." - Samantha Paxson Welcome to episode 10 of The CUInsight Experience. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Our guest this week is Samantha Paxson. Sam is the Chief Experience Officer for CO-OP Financial Services , architect of the company’s go-to-market brand and customer experience strategy. She is an accomplished speaker and thought leader, Sam founded CO-OP THINK , an innovation content platform em...
Mar 22, 2019•52 min•Season 1Ep. 10
“What do you want your life’s story to say?” - Maurice Smith Welcome to episode nine of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Our guest this week is Maurice Smith. Maurice is the president and CEO of Local Government Federal Credit Union ( LGFCU ) and the past chairman of CUNA . He is licensed to practice law in North Carolina, the District of Columbia and before the United States Supreme Court, and the author of Sowing Seeds: Life ...
Mar 15, 2019•47 min•Season 1Ep. 9
"You can’t buy time and tenure" - Steve Swanston Welcome to episode eight of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Our guest this week is Steve Swanston. Steve joined Velocity Solutions in 2015 as an Executive Vice President. He spent the previous 13 years at John M. Floyd & Associates ( JMFA ) and CU People. Steve has a BS in Journalism & Marketing from Texas A&M University. Read more about Steve here . The goal of The ...
Mar 08, 2019•36 min•Season 1Ep. 8
"If you do good, good comes back to you" - Maria Martinez Welcome to episode seven of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Our guest this week is Maria Martinez. Maria is the president and CEO of Border Federal Credit Union , headquartered in Del Rio, TX, serving 13 Texas counties. Maria is currently on the CUNA Board of Directors and a proud Credit Union Development Educator ( CUDE ). She has been in the credit union industry for ...
Mar 01, 2019•41 min•Season 1Ep. 7
"You make a plan and then life happens. When life happens you have to adjust." - John Pembroke Welcome to episode six of The CUInsight Experience podcast. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . Our guest this week is John Pembroke. John is the president and CEO of the CUES. Since joining CUES in 2013, he has helped launch a new direction in CUES’ strategy, branding and culture. Pembroke has more than 20 years of experience in branding and financial services. He holds...
Feb 22, 2019•41 min•Season 1Ep. 6
"Promise what you can deliver and work hard to deliver more" - Chuck Fagan Welcome to episode five of The CUInsight Experience. Hosted by Randy Smith , co-founder and publisher of CUInsight.com . In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time? These que...
Feb 15, 2019•47 min•Season 1Ep. 5
"Know what it is that lights you up as a human. The world needs that." - Jill Nowacki Welcome to episode four of The CUInsight Experience. Hosted by Randy Smith, co-founder and publisher of CUInsight.com . In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all time?...
Feb 08, 2019•32 min•Season 1Ep. 4
"It takes the same amount of energy to be nice as it does to be a jerk" - B. Dan Berger Welcome to episode three of The CUInsight Experience. Hosted by Randy Smith, co-founder and publisher of CUInsight.com . In each episode we have wide ranging conversations with thought leaders from around the credit union community. What issues are facing credit unions? What are they working on to help? What leadership lessons and life hacks have they learned along the way? What’s the greatest album of all ti...
Feb 01, 2019•32 min•Season 1Ep. 3
