Download the App!
show episodes
 
Artwork

1
Money, I'm Home

Consumers Credit Union

Unsubscribe
Unsubscribe
חודשי+
 
Join us on an adventure from finance to fitness. Learn practical strategies and tips to take the reins of your finances and well-being through the experiences industry experts and special guests.
  continue reading
 
The Legally Steal Show™ hosted by S.E. Day is a consumer advocate and consumer finance, talk radio show which provides a means to equalizing the playing field for the listening audience. The Show features interviews with celebrities, industry professionals, insurance providers, warranty companies, mechanics, government officials, credit bureau officials, credit union officials, CPA, Attorneys, etc.
  continue reading
 
Artwork
 
The financial services industry is ever-changing as the market evolves and consumer expectations shift. Standing out – and winning – as a bank, lender, or credit union looks different today than once before. Join Total Expert Founder and CEO Joe Welu as he speaks with leaders across modern financial institutions and the methods that are helping them stand out from competitors while building a loyal customer base. You’ll walk away with leadership and innovation strategies you can put into act ...
  continue reading
 
Artwork

1
Leaders in Lending

Leaders in Lending

Unsubscribe
Unsubscribe
חודשי+
 
Leaders In Lending is a show for lending professionals who want to grow their consumer lending programs and improve their consumer experiences. Consumers continue to expect faster, easier online experiences from every company—and our knowledgeable guests will share how they are bringing their organizations and lending products forward into the future. Every week, Leaders In Lending will bring you actionable advice and key learnings from experienced leaders to help you navigate the future of ...
  continue reading
 
Forces in Fintech is a bi-weekly podcast produced by REPAY, a leader in integrated payment solutions since 2006. We’re dedicated to revealing what’s behind the digital transformation of fintech and commerce. In season 1 of the podcast, we’re talking with industry experts to discuss modern technologies and how they influence market trends.
  continue reading
 
Loading …
show series
 
Can credit unions turn economic setbacks into stepping stones for success? Today, we sit down with Dustin Holmberg, Chief Revenue and Lending Officer at Clearview Federal Credit Union. With $2 billion in assets and a vibrant community of 120,000 members, Clearview is not only surviving but thriving in today’s financial landscape. In this episode, w…
  continue reading
 
Lynne Jarman-Johnson of Consumers Credit Union interviews Cassandra Stewart of Milestone Senior Services. They discuss the organization's volunteer opportunities, such as Meals on Wheels and the Senior Companion program, which aim to support seniors in the community by providing meals, companionship, and assistance with daily tasks. The conversatio…
  continue reading
 
Ultimately, providing the best financial advice or service is all about having the right data in the right place at the right time. This week, host Matt Snow speaks with Chris Gifford, Chief Data and Analytics Officer at USAA Federal Savings Bank, about the evolution of data analytics within the financial industry—as well as the importance of havin…
  continue reading
 
From having a child to starting a business, every major life decision comes with financial implications—and with those come concerns and challenges. But even concerns come in all different shapes and sizes, so building trust as a bank means having an in-depth and empathetic understanding of the community they’re operating in. This week, host Matt S…
  continue reading
 
Like many institutions, credit unions can't afford to be left behind in the race to adapt to the new AI-driven technological landscape. But successfully and responsibly leveraging AI goes beyond adopting AI solutions for the sake of checking off a box—it involves identifying opportunities to collaborate with seasoned partners who can help solve the…
  continue reading
 
Things need to change, oftentimes more than we’d like. This week, host Matt Snow is joined by Adam Goller, EVP and Head of Fintech Banking at Cross River Bank, for a conversation about transformation and innovation within fintech in the face of turbulent times and shifting preferences. Adam shares his insights on how smart strategy, rapidly evolvin…
  continue reading
 
On this episode features a discussion between Lynne Jarman-Johnson and guests Sam D’Arc of Ziegler Auto Group and Heather Gould of Consumer's Credit Union. They talk about the 42-year partnership between the organizations, particularly the Drive for Life event, which has evolved from a small fundraiser to a prominent community event. The event rais…
  continue reading
 
Although the US Supreme Court recently upheld the CFPB’s funding system—and removed a major threat to the agency’s ability to regulate financial products and services—the future of financial regulation is far from settled or certain. On today’s episode, host Matt Snow speaks with Armen Meyer, Co-Founder of the American Fintech Council, about the im…
  continue reading
 
Successful AI integration isn’t just about saving time or cutting costs—it’s about thoughtfully implementing the technology into areas where it can do the most good for the company and the customer. On today’s episode, host Matt Snow speaks with Will Robinson, CEO at Encapture about AI’s application in financial institutions. Will has seen first-ha…
  continue reading
 
In this episode of "Money, I'm Home," Lynne Jarman-Johnson interviews Yvonne Fleenor, CEO of Disability Network of Southwest Michigan. They discuss the importance of inclusivity and accessibility for individuals with disabilities. Yvonne shares her personal connection to the cause and highlights their campaign, #DWORD", which aims to normalize the …
  continue reading
 
When it comes to the tech revolution, it’s not all about the coasts or the biggest cities. Although areas like Silicon Valley continue to dominate the headlines and the public imagination, there’s an undercurrent of tech growth and innovation in “Heartland” and “Rust Belt” areas like Ohio. This week, host Lynn Sautter Beal talks with Chris Berry, P…
  continue reading
 
In today’s episode, host Lynn Sautter Beal talks with Jillian Murrish, CEO of Pier Asset Management, about the waves she and her firm are making in the market — targeting less liquid and underserved areas while focusing on secondary markets and early-stage credit facilities. Jillian shares her journey from working in online real estate to co-foundi…
  continue reading
 
In this episode, we go behind the scenes of TellerPlus+, our innovative banking technology, and meet the team members who make it all happen. Vanessa Zech and Bobby Carden share their experiences, from the fun and creative ways they connect with members to the meaningful relationships they've built. You'll hear heartwarming stories about their dail…
  continue reading
 
There’s no one-size-fits-all approach to regulation in the world of financial services. Sometimes it’s a matter of encouraging fintech companies to engage in responsible behaviors—and other times it’s a matter of allowing responsible FinTech companies to continue operating responsibly without regulatory burdens. This week’s host, Lynn Sautter Beal,…
  continue reading
 
In this episode of Money I'm Home, we delve into the world of fraud and artificial intelligence with expert Kristy Desimone. Kristy shares her expertise on how scammers are using AI to impersonate loved ones and steal sensitive information. We discuss the red flags to watch out for, how to protect yourself and your family, and what you can do if yo…
  continue reading
 
For financial service professionals, it’s important to meet the needs of their customers and clients. But it’s equally important that they ensure they’re leaving no stone unturned when it comes to harnessing the latest technological solutions that can make their job — and the consumer’s experience — as frictionless as possible. This week, host Matt…
  continue reading
 
Listen in as we talk about the latest trends and updates in the mortgage market, as well as the different types of mortgages available. Our guest, Josh Summerfield, shares essential tips and tricks, and common mistakes to avoid when you are getting that mortgage. Whether you're a first-time buyer or a seasoned homeowner, this episode is packed with…
  continue reading
 
On today’s episode, host Lynn Sautter Beal is joined by Matt Hrna, Senior Vice President at Regions Bank to discuss inflationary pressures and market volatility impacting banks today. Leveraging over a decade of expertise and experience, Matt covers a wide range of challenges and opportunities faced by players throughout the financial industry. Alt…
  continue reading
 
For many in the financial industry, it’s not hard to see banks and financial institutions committed to providing services that are both effective AND ethical. But all that work is for nothing if fair and responsible banking practices aren’t carried out successfully. Today, host Lynn Sautter Beal speaks with Lindsay Yousif (Executive Director of Com…
  continue reading
 
Want to afford EVERYTHING? Today's guest, Dr. Darla Bishop, is here to talk about it! We'll be diving into her exciting new book, "How to Afford Everything," packed with practical tips and worksheets to help you take control of your finances. Learn how to manage your money effectively and, as Dr. Bishop says, discover that "Money is fun!"…
  continue reading
 
This week, host Matt Snow talks with Mike Shepard, Senior VP - Head of Consumer Lending Partnerships at U.S. Bank, about trends, best practices, and concerns within the world of home equity lending. 2022 was a strong year for the industry despite the upward trajectory of interest rates, and homeowners are continuing to leverage home equity for purp…
  continue reading
 
AI is top of mind for most financial services organizations, but the question of, 'where to begin?' remains. Upstart's new AI in Financial Services Professional Certification course is designed to give banking professionals a firm grounding for the potential of AI in financial services —with a particular focus on credit—as well as practical tools t…
  continue reading
 
On today’s episode, host Matt Snow is joined by Melinda Zabritski, Sr. Director at Experian Automotive, and Mark Pregman, Head of Credit Operations at USAA. Whether due to rapid technological innovations (like the advent of electric vehicles) or economic factors (everything from lending rates to unemployment), the landscape of auto sales and lendin…
  continue reading
 
At Consumers Credit Union, we take pride in supporting numerous charitable causes that are important to our local community. Among the many worthy organizations we partner with, one holds a special place in our hearts - the Multiple Sclerosis Society. On this special episode, we are pleased to bring you an update from Becky Nap, one of our employee…
  continue reading
 
To reliably forecast what the future of finance the economy holds, you must be able to assess the current moment. This week, host Lynn Sautter Beal speaks with Joseph Mayans, Chief Economist at Experian, who shares his economic and credit outlook for the year ahead in 2024, along with consumer credit trends and potential risk areas. Join us as we d…
  continue reading
 
This week, hosts Lynn Sautter Beal and Matt Snow are joined by Kelvin Chen, Senior Executive VP, Head of Policy at the Consumer Bankers Association. Kelvin shares his assessment of the current landscape of financial regulation, innovation, and advocacy. As someone who has worked extensively in both the private and public sectors (including the CFPB…
  continue reading
 
With periods of financial collapse and upheaval serving as the catalyst, movers and shakers in the world of digital finance solutions have navigated a host of challenges — all while tending to the concerns of regulators and the needs of consumers alike. This week, our host Lynn Sautter Beal is joined by Penny Lee, President and CEO at Financial Tec…
  continue reading
 
In this episode, we'll discuss the impactful community work done by Consumers Credit Union. For us, charity is not just about financial donations - it's about contributing our time and skills as well. We proudly partner with organizations that our employees feel strongly about and enjoy volunteering with. Tune in to learn how we're helping empower …
  continue reading
 
Joining our host Drew Megrey is Jared Dryer, VP of Consumer Lending and Centralized Deposits at Westerra Credit Union. Jared brings a passion for streamlining processes for employees and consumers alike—and he shares insights from his experience in building and implementing an automated decision engine and rethinking the process for underwriting ad…
  continue reading
 
This week, our host Barry Roach is joined by Nathan Cox, CEO of InRoads Credit Union, to discuss his transition from banking to the world of credit unions, as well as the stakeholder-focused culture and societal impact of credit unions. Nathan’s position and insights have been hard-won, as he’s put no shortage of work into bettering himself—from hi…
  continue reading
 
In this podcast we discuss the importance of having an emergency fund to cover unexpected expenses. Not having savings is a leading cause of stress when emergencies strike. Learn a step-by-step approach to determine how much to save based on your individual needs. By the end, listeners will understand why an emergency fund should be a core part of …
  continue reading
 
How will responsible data practices and blockchain technology shape the financial technology landscape this year? Join our host, Matt Snow and guest Sanjib Kalita, Head of Industry at Fintech Meetup, as they explore key themes such as data technology, blockchain, and the importance of networking in the industry's evolution. From personal experience…
  continue reading
 
Running a small business can feel isolating, but on this episode we explore how the Small Business Association of Maine (SBAM) helps entrepreneurs feel less alone. SBAM offers networking and educational resources that have proven invaluable. No business owner truly goes it alone who is organizations like SBAM and Consumers Credit Union!…
  continue reading
 
Joining our host Ed Walters this week is Simon Darchis, Head of Partnerships at Finwise Bank, to discuss his trajectory in the financial services sector from Europe to the US. With this multi-cultural background in finance, Simon explains the intricacies of fintech, unraveling the cultural and regulatory differences that shape these distinct market…
  continue reading
 
Stacy Armijo, the Chief Experience Officer at Amplify Credit Union, joins our host Drew Megrey to share her path to credit union leadership and discusses how Amplify has made strides to prioritize their member experience, including going fee-free on checking and savings accounts. Discussed in this episode: Diversity in product development and the i…
  continue reading
 
On this week's episode we are joined by two of our regular experts as well as two brand new parents. Only two short weeks after having their first baby, they have graciously agreed to come on as special guests all the way from St. Louis! Tune in as we discuss money, savings, and overall financial stability - not only for raising children, but for l…
  continue reading
 
The new year always brings change, and Leaders in Lending is no exception. Our long-time host, Jeff Keltner, is taking on new opportunities, but he is excited to pass the mic to a wonderful group of new co-hosts for this new era of Leaders in Lending! Moving into the host seat we have 5 co-hosts joining us, all with deep expertise in the current le…
  continue reading
 
2023 has been a big year for the advancement of AI across all industries. But how have these changes helped community banks scale and improve their lending portfolios? And how has taking that leap to partner with FinTechs been transformative? Bob Fisher, president and CEO of Tioga Bank, is a fifth generation community banker who believes incorporat…
  continue reading
 
A lot of times when people think business banking, they don't think credit unions. They couldn't be more wrong! As a credit union, we love helping businesses with their finances. In fact, there are even some advantages, outlined in this podcast, to doing your business banking with a credit union versus a larger bank.…
  continue reading
 
On this special 250th episode of Money, I'm Home, we speak to the man... The myth... The legend... Jim McKee. Jim has been an employee at Consumers for over 15 years. If Consumers is volunteering or sponsoring an event out in the community, you can pretty much bank on Jim being there. On this episode you will find out why Jim has made volunteering …
  continue reading
 
Who would be bold enough to start a bank during a recession? Neil Stevens, President and CEO at Oconee State Bank, and his team were, and he has lessons to share on how the constraints actually helped to build the business. In this episode he reflects on the pivotal moment of launching a new bank during the 2007 recession. The entrepreneurial spiri…
  continue reading
 
Tough financial situation can truly happen to anybody. It could be something a long time in the making, or it could be some thing that comes out of nowhere after something unexpected happens. In this weeks podcast, will talk about what to do if you find yourself in trouble with your finances. Our number one piece of advice: Be proactive, and start …
  continue reading
 
Loading …

מדריך עזר מהיר