Many of us are entering the new year with a similar goal — to build community and connect more with others. To kick off season five, Priya Parker shares ideas on how to be the host with the most. An expert on building connection, Priya is the author of “The Art of Gathering: How We Meet and Why It Matters.” Whether it's a book club, wedding, birthday or niche-and-obscurely themed party, Priya and Chris talk about how to create meaningful and fun experiences for all of your guests — including yourself. For the full text transcript, visit go.ted.com/BHTranscripts . For the full text transcript, visit go.ted.com/BHTranscripts Want to help shape TED’s shows going forward? Fill out our survey here ! Learn more about TED Next at ted.com/futureyou Hosted on Acast. See acast.com/privacy for more information.…
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The CUInsight Network
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Вміст надано CUInsight | Credit Union. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією CUInsight | Credit Union або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Welcome to The CUInsight Network. In each episode we have wide-ranging conversations with thought leaders who support the credit union community. We identify issues and challenges facing credit unions and identify best practices. The goal of The CUInsight Network is to take a deeper dive with people and find the gems we can all learn and grow our credit unions from. Thank you for tuning in. Enjoy!
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Вміст надано CUInsight | Credit Union. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією CUInsight | Credit Union або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Welcome to The CUInsight Network. In each episode we have wide-ranging conversations with thought leaders who support the credit union community. We identify issues and challenges facing credit unions and identify best practices. The goal of The CUInsight Network is to take a deeper dive with people and find the gems we can all learn and grow our credit unions from. Thank you for tuning in. Enjoy!
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“Credit unions are so critical in helping their members and communities.” - Robin Kolvek Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Robin Kolvek , CEO of VisiF I. She joins me to share her compelling story of career pivots, personal values, and staying human in a rapidly evolving tech landscape. Robin reflects on how she went from chasing dreams of being a teacher, coach, or even a detective to leading a major fintech company focused on credit unions—and how none of it was part of the plan. In our conversation, we discuss the often overlooked but incredibly important role that credit unions play in community development and why they deserve more attention in conversations around innovation. Robin offers an insider look at how VisiFI supports small and midsize credit unions by delivering the kinds of digital tools and enhancements that help them not just keep up but also genuinely compete with bigger players. She stresses that their clients’ voices aren’t just “heard” but are integral. Robin opens up about what it means to be a leader in the credit union space, especially when your organization is backed by a global tech powerhouse like Italy-based Dedagroup. We explore how that relationship gives VisiFI crucial access to next-level tools such as AI, cybersecurity, and analytics—while keeping them local enough to stay responsive to credit unions’ specific needs. As we wrap up the episode, Robin also reflects on the impact her mother had on her as a child, her love of travel, and how she manages to maintain a work-life balance. She also offers a couple of great book recommendations. Enjoy my conversation with Robin Kolvek! Find the full show notes on cuinsight.com . Connect with Robin: Robin Kolvek, CEO of VisiFI visifi.com Robin: LinkedIn VisiFI: LinkedIn | Facebook | YouTube…
“The people helping people motto should be lived inside the walls of our organizations just as much as we live it outside with our members.” - Jaime Marks Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Jaime Marks , Director of Recruiting Services at Humanidei . Jamie and I dig into what actually matters when building strong leadership teams, and she shares the pivotal experiences that shaped her, from her first job at Ent Credit Union to taking on bold career shifts across states and institutions. In our conversation, we get personal about the mentors who saw Jaime's potential, the environments that helped her grow, and the toxic cultures which she learned to spot from a mile away. Her insights are grounded within years of experience and a true passion for helping organizations lead with integrity and intention. We also touch upon what “values alignment” really looks like when hiring senior leaders, with Jamie explaining that she doesn’t just fill roles; she reads between the lines, listening for what a board or leadership team really needs, even if they don’t say it out loud. As we wrap up the episode, Jaime talks about the mentors who have impacted her life, her love of Sur La Table and Santa Barbara, California, and has a book recommendation for everyone. Enjoy my conversation with Jaime Marks! Find the full show notes on cuinsight.com . Connect with Jaime: Jaime Marks, Director of Recruiting Services at Humanidei humanidei.com Humanidei: LinkedIn | Facebook | Instagram | X Want to hear more from Jaime? Click here . Book mentioned: Finding Ultra: Rejecting Middle Age, Becoming One of the World’s Fittest Men, and Discovering Myself by Rich Roll…
“Every time you tell a story, someone's gonna be inspired by what you're doing, and someone's going to believe in credit unions.” - John Pettit Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 our own John Pettit , Managing Editor at CUInsight . We talk about his journey from aspiring baseball player to storyteller in the credit union space, with his career path being anything but linear from working in a restaurant right after college to managing retail stores and even building houses. He eventually found his passion for sharing stories through CUInsight, where he’s been for over twelve years. In our conversation, John opens up about what makes credit unions stand out: their genuine commitment to people over profit. He shares why he’s proud to be part of an organization that highlights stories of credit unions making a real impact, and we also talk about the role of storytelling in marketing credit unions and why sharing these success stories is more important now than ever. As we wrap up the episode, John talks about his love for physical media such as vinyl records and blu-rays, how he uses automated lights to help with work-life balance, and a book you’d definitely find inspiration from. Enjoy my conversation with John Pettit! Find the full show notes on cuinsight.com . Connect with John: John Pettit, Managing Editor at CUInsight cuinsight.com John: LinkedIn CUInsight: LinkedIn | Instagram | Facebook | YouTube | X Want to hear more from John? Click here . Book mentioned: Ultramarathon Man: Confessions of an All-Night Runner by Dean Karnazes…
“We exist (to help your credit union get to where you want to go) and we will deliver real results with a real heart.” – Shawn Melamed Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Shawn Melamed , CEO and co-founder of Spiral . Shawn tells us about his journey from a game-obsessed kid to a serial entrepreneur, managing director at Morgan Stanley, and now CEO of Spiral. In our conversation, we talk about how Spiral is helping credit unions compete in a crowded market and build meaningful relationships with their members. It isn't only about financial wellness—it’s about creating a system that rewards people for being intentional with their money and gives them tools to do good without making it overly complicated. As we wrap up the episode, Shawn talks about a former boss who led with empathy and confidence, his family’s love of traveling, the books he thinks everyone should read, and the importance of being disciplined when it comes to work-life balance. Enjoy my conversation with Shawn Melamed! Find the full show notes on cuinsight.com . Connect with Shawn: Shawn Melamed, CEO and co-founder of Spiral spiral.us Shawn: LinkedIn Spiral: LinkedIn | Instagram | Facebook | TikTok | X Book mentioned: The Mamba Mentality: How I Play by Kobe Bryant Book mentioned: The Alchemist by Paulo Coelho…
“Credit unions are unsung heroes in our community. The lives they touch are better off for the work they do every single day.” - Sarah Lambert Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Sarah Lambert , Vice President of Marketing at InvestiFi . Sarah shares how her unconventional journey through marketing agencies, HR tech, and major players such as Oracle led her to a role that blends creativity, communication, and a drive to build. In our conversation, Sarah shares how InvestiFi is helping credit unions compete with big-investing apps without losing the personal trust that makes local institutions stand out. From offering members access to guided investing and fractional shares directly through their existing banking platform, to providing credible financial education within the app itself, InvestiFi is truly reshaping what digital investing can look like for everyday people. As we wrap up the episode, Sarah talks about her amazing boss, her love for traveling in the US and abroad, and the two books she thinks everyone should read. Enjoy my conversation with Sarah Lambert! Find the full show notes on cuinsight.com . Connect with Sarah: Sarah Lambert, Vice President of Marketing at InvestiFi investifi.co Sarah: LinkedIn InvestiFi: LinkedIn Show notes from this episode: Book mentioned: The Let Them Theory by Mel Robbins Book mentioned: Words That Work by Dr. Frank Luntz…
“Sales and marketing should be talking every day, because everything you’re doing should be marching in the same direction.” - Whitney Bedard Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Whitney Bedard , Vice President of Marketing and Digital at CUInsight . Whitney describes herself as a curious marketer with a passion for making connections and building meaningful partnerships. She walks us through the unexpected turns of her career, from working the teller line at the nation's first credit union to leading marketing teams, and spending time in real estate and retail. We discussed the value of wearing many hats, why every marketer should experience working in sales, and the lessons she carried from managing a Target store to shaping credit union strategies. In our conversation, we talk about the vital role which CUInsight plays in the credit union world and how we act as a trusted partner for industry professionals looking to stay informed, connected, and ahead of the curve. Whitney also shares insights into what makes the credit union industry unique, what excites her most about CUInsight’s growing impact, and why she believes that collaboration rather than competition is the key to moving the industry forward. As we wrap up the episode, Whitney talks about a precious leadership lesson she learned from her Yiayia, a first-generation Greek immigrant who led with quiet strength, resilience, and a whole lot of heart. She also talks about her love of traveling, books, and gardening supplies. Enjoy my conversation with Whitney Bedard! Find the full show notes on cuinsight.com . Connect with Whitney: Whitney Bedard, Vice President of Marketing and Digital at CUInsight cuinsight.com Whitney: LinkedIn | Email: wbedard@cuinsight.com CUInsight: LinkedIn | Instagram | Facebook | YouTube | X…
“Member experience is everybody’s responsibility because every employee has an impact on member experience.” - Laura Loy Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Laura Loy, Chief Experience Officer at On the Mark Strategies . Laura helps credit unions sharpen their strategies and marketing in order to build stronger, more resilient organizations. She takes us inside On the Mark’s approach to creating consistency in the member journey. In our conversation, Laura explains how On the Mark Strategies helps credit unions create consistency in every member interaction and breaks down what she calls the “four success markers”. We also talk about staying ahead of industry shifts, what’s changing for credit unions right now, and how CUs can adapt in advance rather than play catch-up later on. As we wrap up the episode, Laura talks about her great boss, her love of the book “The Let Them Theory” by Mel Robbins, and talks about the importance of manifesting work/life balance. Enjoy my conversation with Laura Loy! Find the full show notes on cuinsight.com . Connect with Laura: Laura Loy, Chief Experience Officer at On the Mark Strategies markarnold.com Laura: LinkedIn On the Mark Strategies:: LinkedIn | YouTube Want to learn more about On the Mark Strategies? Click here .…
“When done responsibly, student loans can be one of the most important and empowering investments someone can make in themselves.” - Scott Patterson Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Scott Patterson, President and CEO of CU Student Choice . He joins me to discuss a wide range of topics from his eighth-grade adventures in China to pioneering the early virtual presence of credit unions via Callahan & Associates, as well as the innovation that he has cultivated via his current position at Student Choice. During our conversation, Scott discusses the origins of CU Student Choice, we explore the increasing importance of gap financing, and we talk about potential policy changes under the current administration and how CU Student Choice is positioning itself to support CUs through whatever comes next. Scott also gives us a behind-the-scenes look at OPAL, their newly launched $8 million loan origination platform that’s changing the game for student lending. As we wrap up the episode, Scott gives us an inside look at his love for pinball machines, San Antonio, and a certain sci-fi novel from the '90s. Enjoy my conversation with Scott Patterson! Find the full show notes on cuinsight.com . Connect with Scott: Scott Patterson, President & CEO of CU Student Choice studentchoice.org Scott: LinkedIn CU Student Choice:: LinkedIn | Facebook | Instagram | X Want to learn more about CU Student Choice? Click here .…
“Always have an open mind. Be prepared to try something new because you never know what you might like.” - Stuart Bain Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Stuart Bain, Senior Vice President of Alacriti , who joins me for this episode of the show to talk about how his unexpected career path took him from geology to banking, and ultimately to fintech leadership. During our conversation, we discuss how outdated loan payment systems can frustrate members and leave burdens on staff. Stuart shares how Alacriti’s solutions—such as real-time integration and self-service options—are truly changing the way credit unions handle payments. We also touch upon the role of instant payments and request-for-pay technology, exploring how they could replace outdated processes. As we wrap up the episode, Stuart talks about a great leader in his life, and his love for classic cars and Hattie B's Hot Chicken. He also discusses the importance of having separate work and personal cell phones. Enjoy my conversation with Stuart Bain! Find the full show notes on cuinsight.com . Connect with Stuart: Stuart Bain, Senior VP at Alacriti alacriti.com Stuart: LinkedIn Alacriti:: LinkedIn | Facebook | Instagram | X | Threads…
“Be patient. Get answers. Find trusting partners. Enjoy and trust the process.” - Kraig Klinkhammer Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Kraig Klinkhammer , Executive Vice President of Gallagher Executive Benefits Team at Gallagher , who joins me to discuss credit union executive benefits. Kraig reflects on his childhood dream of one day becoming a pilot and how his love for numbers and strategy led him to pivot toward a fulfilling career helping credit unions attract and retain talent via customized benefit plans. During our conversation, we explore the challenges that credit unions face in today’s competitive world. Kraig offers insights into how his team supports credit unions by designing and servicing long-term benefit plans, highlighting the importance of trust, partnership, and ongoing service. Kraig also provides a behind-the-scenes look at Gallagher, a nearly 200-year-old company with the personal touch of a smaller organization, emphasizing the important role of experience, people, and commitment when selecting a benefits partner. As we wrap up the episode, Kraig discusses the professor who challenged him to humanize finance and his love for the creature comforts of home. He also shares his appreciation for the history of the east coast. Enjoy my conversation with Kraig Klinkhammer! Find the full show notes on cuinsight.com . Connect with Kraig: Kraig Klinkhammer, Executive VP of Gallagher Executive Benefits Team ajg.com Kraig: LinkedIn Gallagher: LinkedIn | Facebook | Instagram | X | YouTube…
" Instant payments are going to improve member experiences and better meet expectations ." - Dr. Siva Narendra Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Dr. Siva Narendra, CEO at Tyfone , who joins me to help explore the fascinating intersection of technology, security, and digital banking. Siva shares how he dreamed of being an artist, but his passion for problem-solving led him down a path involving engineering, energy-efficient systems, mobile payments, and ultimately to Tyfone. During our conversation, we discuss how Tyfone has become a leader in creating secure, frictionless experiences for credit unions and their members. Siva also shares how the company takes on challenges such as account takeover fraud, instant payments, and using A.I. for smarter, more intuitive member experiences. You’ll hear about Tyfone’s groundbreaking use of deterministic security, which greatly decreases the risk of fraud while maintaining user-friendliness, as well as Tyfone's leadership in instant payments via tools such as FedNow . As we wrap up the episode, Siva talks about the tech leader who resonates most with him and how he’s excited to play around with NVIDIA’s agentic A.I. devices. He also talks about his favorite city (other than Portland) and shares his best life hack for work-life balance. Enjoy my conversation with Dr. Siva Narendra! Find the full show notes on cuinsight.com . Connect with Siva: Dr. Siva Narendra, CEO at Tyfone tyfone.com Siva: LinkedIn Tyfone: LinkedIn | Facebook | Instagram | X | YouTube | Podcast…
“The better we understand ourselves, the better we can understand others.” - Oscar Porras Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Oscar Porras, Senior Consultant of Diversity, Equity, and Inclusion at Humanidei . Oscar talks about how he dreamed of becoming an architect but ultimately found his true calling in the credit union industry. With over two decades of experience, Oscar worked across a variety of roles, from teller to branch manager, before finally choosing to commit to creating meaningful change. During our conversation, Oscar and I explore how Humanidei works to support credit unions in becoming more inclusive and reflective of their communities by developing strong leadership teams and fostering diverse cultures. Oscar offers his insights into building an inclusive leadership pipeline, highlighting why equity and mentoring programs are so important. He also dives into shifting from an assimilation mindset to an integration approach. As we wrap up the episode, Oscar talks about his love for his father’s old pickup truck and the Oregon Ducks. He also talks about the importance of work-life balance and disconnecting from the online world. Enjoy my conversation with Oscar Porras! Find the full show notes on cuinsight.com . Connect with Oscar: Oscar Porras, Senior Consultant of Diversity, Equity, and Inclusion at Humanidei humanidei.com Oscar: LinkedIn Humanidei: LinkedIn | Facebook | Instagram | X…
“We're going to deliver a blueprint for what we know works in our partnerships.” - Aaron Melnarik Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Aaron Melnarik, Senior Vice President and Director of Client Relationships at Elan Credit Card . We explore his 23-year career, including how he’s helped credit unions deliver value through innovative credit card programs. Listen as we talk about credit union partnerships and how Elan Credit Card helps maximize credit union growth. During our conversation, Aaron discusses what it takes to build and maintain successful partnerships in today’s competitive financial landscape. He explains how Elan Credit Card supports credit unions at every stage of the partnership, from launching programs, providing ongoing training, and using technology like APIs to revamp mobile apps. As we wrap up the episode, Aaron talks about his dad being the most influential leader in his life, golfing with his family, and his love of the Carolinas. Enjoy my conversation with Aaron Melnarik! Find the full show notes on cuinsight.com . Connect with Aaron: Aaron Melnarik, SVP and Director of Client Relationships at Elan Credit Card www.cupartnership.com Aaron: LinkedIn Elan Credit Card: LinkedIn…
“We spend our time educating credit unions about using SERPs to attract and retain the talent they need to remain competitive.” - Bernie Winne Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Bernie Winne, Regional VP of Modern Capital Executive Solutions . Bernie shares candidly about his entry into credit unions, and the decades-long career that followed, spanning various roles including CEO of the Boston Firefighters Credit Union . Modern Capital works with credit unions to provide cost-effective benefits plans designed to attract and retain talented leaders. During our conversation, Bernie discusses the core functions of Modern Capital, and how their investments can provide credit unions with better returns when used for executive compensation, charitable donations, and employee benefits. Bernie talks about the strategic importance of Supplemental Executive Retirement Plans (SERPs) as a critical tool for attracting and retaining top executive talent. He explains how Modern Capital tailors its approach to meet credit unions where they are, whether they're already adept in their investment strategies or just beginning to explore them. As we wrap up the episode, Bernie talks about a great leader he learned from, the one experience he loved spending money on each year, and his favorite city to visit. Enjoy my conversation with Bernie Winne! Find the full show notes on cuinsight.com . Connect with Bernie: Bernie Winne, Regional VP of Modern Capital Executive Solutions moderncap.com Bernie: LinkedIn Modern Capital Executive Solutions: LinkedIn | Facebook…
“Our goal is to help credit unions advance in their digital technology journey.” - Wes Zauner Thank you for tuning in to The CUInsight Network , with your host, Robbie Young , Vice President of Strategic Growth at CUInsight. 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 Wes Zauner, VP of Product at MeridianLink . Wes shares his career journey that led him to his current role. Together, we discuss the evolving landscape of credit unions and the pressing need for digital progression. With solutions to grow deposits, enhance lending, streamline collections, and deliver data-driven personalized experiences, the MeridianLink team is helping credit unions operationalize digital transformation. During our conversation, Wes and I discuss how credit unions can modernize their systems and embrace solutions that truly enhance the member experience. He believes digital transformation should be viewed as an ongoing journey and shares why MeridianLink views it as digital progression. Wes explains the concept of a digital blueprint, focusing on five key areas: process automation, member experience, share of wallet growth, data centricity, and instant decisioning. MeridianLink supports credit unions in identifying their goals and creating a digital blueprint for ongoing digital progression and growth. As we wrap up the episode, Wes shares a leader who made a great impact in his life, a city he enjoys traveling to that is full of history, and how routines allow him to balance work life and his personal life. Enjoy my conversation with Wes Zauner Find the full show notes on cuinsight.com . Connect with Wes: Wes Zauner, VP of Product at MeridianLink meridianlink.com Wes: LinkedIn MeridianLink: LinkedIn | Instagram | Facebook | X…
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