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Artwork for Grow Your Credit Union

Grow Your Credit Union

Grow Your Credit Union
Credit Unions
Artificial Intelligence
Cybersecurity
Leadership Development
Project Management
Credit Union Mergers
Succession Planning
Community Involvement
NCUA
Mergers
AI Governance
Vendor Management
CU Benefit
Wescom Financial
Gen Z
Member Experience
Federal Reserve
Small Credit Unions
Growth
Stable Coins

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.

PublishesTwice monthlyEpisodes75Founded3 years ago
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Artwork for Grow Your Credit Union

Latest Episodes

Read the show notes and full transcript on our site: growyourcreditunion.com

Every CEO loves a Big Audacious Goal. The trouble is what happens next: the goal gets tossed to the team with a fantasy timeline attached, and they are the ones left figu... more

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Read the show notes and full transcript on our site: growyourcreditunion.com

A 77-year-old credit union did the due diligence, picked a solid vendor, and built a whole strategy on it. Then the vendor went under and took the credit union with it. Th... more

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Read the show notes and full transcript on our site: growyourcreditunion.com

The best teams run circles around everyone else, and it isn't because they hired the best people. It's because they built a system underneath those people that makes it sa... more

YouTube

Read the show notes and full transcript on our site: growyourcreditunion.com

Membership growth just hit its lowest point since 2011, and the boom years before it may have been borrowed all along, members rented from auto dealers who were never real... more

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Recent Guests

Andy Mattingly
Chief Operating Officer
FORUM Credit Union
Episode: A Single Point of Failure Is Never A Good Strategy
Myrto Koimtzoglou
Chief Operations Officer at Farmers Insurance Credit Union
Farmers Insurance Credit Union
Episode: You Don't Get a Super Team by Hiring Superstars
Ryan Marosy
Vice President of Marketing at Affinity Federal Credit Union
Affinity Federal Credit Union
Episode: Is Your Credit Union Just Renting Its Relevance?
Brian Hinze
CEO and President of Ncu-Isao
Ncu-Isao
Episode: Stop Cleaning Up Fraud. Start Seeing It Coming.
Jackie Belusko
Vice President of Member Relationships and Service at Sun East Federal Credit Union
Sun East Federal Credit Union
Episode: There's More Than One Way to Back Your Best People
Jason Tilley
CIO at 1st Advantage Federal Credit Union
1st Advantage Federal Credit Union
Episode: Communities Don't Form the Way They Did in 1934
Kaylee Ganus
Chief Marketing Officer at United Federal Credit Union
United Federal Credit Union
Episode: Is Your Member Experience Giving DMV Vibes?
Trent Henson
CIO at Pure IT
Pure IT
Episode: Technology Moves in Dog Years
Kyle Stutzman
SVP of Product Strategy at Kinective
Kinective
Episode: Technology Moves in Dog Years

Hosts

Joshua Barclay
Host of Grow Your Credit Union; focuses on growth strategies, operations, and leadership perspectives.
Becky Reed
Co-host focused on operations, culture, and governance in growth-focused credit unions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

A Single Point of Failure Is Never A Good Strategy
Q: What lessons emerged from the North Bay cannabis banking case regarding vendor dependency and contingency planning?
The episode argues the problem was strategic risk and vendor dependence; the takeaway is to have failsafes, disaster recovery plans, and a second option or backup rather than relying on a single vendor.
A Single Point of Failure Is Never A Good Strategy
Q: Becky, do you buy the argument that once every credit union has the same AI tools, the whole game becomes about differentiation?
Andy suggests AI will homogenize to an extent, but differentiation will come from tailoring to member needs and using AI to augment personalized service, not just adopting the technology for its own sake.
Communities Don't Form the Way They Did in 1934
Q: Jason, do you think that the rise in negative equity should change how credit unions think about auto lending as a growth strategy?
Yes, it should be a factor within a broader ALM strategy, not the sole lever. Credit unions should balance risk with other levers and focus on approaches like direct lending to control pricing and terms.
Great Executives Are The Exception, Not The Rule
Q: What final thoughts would you like to leave listeners with about succession planning and leadership readiness?
Succession planning has become timely and essential; organizations should continuously assess and prepare the next generation of leaders, ensuring that critical roles have ready successors. This involves evaluating the C-suite and broader organization for readiness, planning for contingencies, and investing in development so that when a leadership transition occurs, the organization thrives rather than stumbles.
Great Executives Are The Exception, Not The Rule
Q: How should credit unions approach cybersecurity readiness, especially with rising threats and the potential for AI-enabled attacks?
Institutions should routinely exercise incident response plans, run tabletop exercises (including AI-related scenarios), and train every employee from tellers to executives in recognizing phishing and social engineering. The emphasis is on people and processes as the primary vulnerabilities, ensuring quick, coordinated communication and action when incidents occur, and maintaining an ongoing, evolving AI-appropriate policy and access controls.

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Frequently Asked Questions About Grow Your Credit Union

What is Grow Your Credit Union about and what kind of topics does it cover?

Across recent episodes, the show consistently explores growth strategies for credit unions through multi-channel outreach, digital transformation, and member-centric experiences. Conversations frequently surface topics like indirect lending, AI-enabled security, fraud prevention, governance around AI and technology partnerships, and leadership development during mergers or large-scale transformations. Guests tend to be senior credit union leaders or industry experts who share practical frameworks for modernizing operations, balancing risk with innovation, and sustaining member trust in a rapidly changing financial landscape. A notable strength is the emphasis on collaborative ecosystems—sharing fraud intelligence, coordinating across instit... more

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Which podcasts are similar to Grow Your Credit Union?

These podcasts share a similar audience with Grow Your Credit Union:

1. The CUInsight Network
2. A CU Seat at the Table
3. The CUInsight Experience
4. The Credit Union Leadership Podcast
5. The Curiosity Shop with Brené Brown and Adam Grant

How many episodes of Grow Your Credit Union are there?

Grow Your Credit Union launched 3 years ago and published 75 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Grow Your Credit Union?

Recent guests on Grow Your Credit Union include:

1. Andy Mattingly
2. Myrto Koimtzoglou
3. Ryan Marosy
4. Brian Hinze
5. Jackie Belusko
6. Jason Tilley
7. Kaylee Ganus
8. Trent Henson

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