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Jan 6, 2025 | 
cumanagement.com | John Pesh |Diane Franklin |Tom Pierce
7 minutes Shanece Robinson, 2024 CUES® Emerge Winner, Advocates for an Enhanced Learning Experience 2024 CUES Emerge winner Shanece Robinson shares how AI-driven learning tools are transforming employee growth and engagement, elevating CU performance along the way. As Team Lead of Learning and Development at $1 billion Sharonview Federal Credit Union, Shanece Robinson is passionate about empowering employees to reach their fullest potential.
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Nov 8, 2024 | 
cumanagement.com | Gisele Manole |Diane Franklin |John Pesh
Freedom isn’t free. Neither is life after military service. Even the small joys of everyday life come at a significant cost for veterans of all ages and backgrounds. Challenges to mental and physical health, financial wellness and a stable place to call home top the long list of obstacles facing active, returning and long-since-returned service members. Credit unions, rooted in the ‘people helping people’ mission, are in a unique position to offer support.
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Oct 15, 2024 | 
cuinsight.com | John Pesh
The “forgotten generation,” more popularly recognized as Generation X, is characterized by many traits. Perhaps none is more notable than the trait of independence. Coming of age as so-called latchkey kids, Gen Xers from dual-income households were often responsible for tasks that prior generations relied on adults to handle. Kids got themselves home from school, finished their homework, and in some families, started dinner while also caring for younger siblings.
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Oct 13, 2024 | 
cumanagement.com | John Pesh |Yvonne Evers |David Wright
6 minutes Explore strategies to help Gen X execs retire well while keeping their leadership and experience driving credit union growth. The “forgotten generation,” more popularly recognized as Generation X, is characterized by many traits. Perhaps none is more notable than the trait of independence. Coming of age as so-called latchkey kids, Gen Xers from dual-income households were often responsible for tasks that prior generations relied on adults to handle.
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May 10, 2024 | 
cuinsight.com | John Pettit |Andrew Muzzatti |Mark Brantley |John Pesh
One good thing about the current economy for homeowners is the massive amount of equity that you might have. However, using your home’s equity while interest rates are high can be both beneficial and risky. Let’s dive in to a couple pros and cons…Lower than the alternative: While the interest rates on home equity loans or HELOCs may be higher right now, there’s a good chance they’re still lower than rates on credit cards or personal loans.
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May 10, 2024 | 
cuinsight.com | Mark Brantley |John Pettit |John Pesh |Andrew Muzzatti
In today’s fast-paced financial industry, instant payments are game-changing—and causing significant challenges for credit unions. Emerging rails such as TCH RTP and FedNow have revolutionized the way your members can transfer money, allowing for real-time transactions that provide unparalleled convenience to consumers and businesses alike. Yet, the immediacy of these transactions coupled with the ever-present threat of fraud also poses considerable risks.
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May 10, 2024 | 
cuinsight.com | Mark Brantley |John Pettit |John Pesh |Marla Pieton
Managing wealth wisely is key to long-term personal financial success and stability. Although credit unions are known for their member-focused services and community-oriented approach, little is known about their collaborations with wealth management companies to provide comprehensive financial services to their members.
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May 9, 2024 | 
cuinsight.com | John Pettit |Laurie Maddalena |John Pesh
Two months ago, I was on a flight from Washington D.C. to North Carolina to work with a client. Just before takeoff, the pilot announced over the intercom, “Um, so unfortunately, we’re showing a lot of bumps on in the forecast here—there’s bumps all around us. I’m hoping it’s not as bad as what the forecast is showing, but we’re hearing from some other aircraft that it’s a very unpleasant ride. So, ah, unfortunately it’s not going to be a great ride today.
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May 9, 2024 | 
cuinsight.com | John Pettit |John Pesh |Marla Pieton |Tansley Stearns
Regular listeners know that a pet peeve of mine is how poorly most credit unions market. And then I discovered Bo McDonald, founder and CEO of Your Marketing Co. where the focus is on marketing for small credit unions. That’s right: small as in under $400 million in assets. In most cases, McDonald’s company acts as a kind of in-house marketing department because the institutions he serves often have few if any internal marketing staff.
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May 9, 2024 | 
cuinsight.com | John Pettit |John Pesh |Marla Pieton |Tansley Stearns
On the eve of MeridianLink®LIVE! in Nashville, our Executive Summit gathered a record number of industry executives, innovators, and experts for an afternoon and evening of insightful dialogue, peer connection, and indulgence in exquisite bourbon. With over 100 registrations, representing a staggering $330 billion in AUM and a combined loan portfolio of over $235 billion, this year’s summit included an unparalleled peer group for engaging in industry-shaping discussions.
