Aug 30, 2021
Let’s just get it out there: Not all credit unions are created equal.
BUT every one of them (from the smallest to the largest) has the potential to be fully “flawsome,” and that’s the truth.
Nanci Wilson of University FCU defines this fantastic word – and offers top tips on creating a better, more empathetic...
Aug 23, 2021
Happy hours and short-term lending…
It may seem an unlikely pairing. But Juan Fernández Ceballos, President and CEO of the Credit Union Association of New Mexico and the host and creator of the “Unscripted Happy Hour” joins us this week on CRMNEXT’s Banking on Experience to discuss both. And it makes for a...
Aug 16, 2021
Givers of hope. – Sounds epic, right? But it’s precisely what financial institutions have the potential to be IF their top priorities are to listen, educate, and include.
Joining me on CRMNEXT’s Banking on Experience to discuss financial education and DEI in today’s changing world is Andrea Finley- a true rock...
Aug 9, 2021
You don’t get to take it with you…
You’ve heard that before. But discussions around death- and preparing for it financially- are still strangely taboo for a lot of people. This week on CRMNEXT’s Banking on Experience, I’m joined by an expert on preserving your assets and possessions.
Kenneth Kelly is...
Aug 2, 2021
Do as I say, not as I do.
It’s never been an effective policy, and it never will be. That the
command-and-control leadership style held reign so long in the
financial services industry is surprising, but one thing is crystal
clear now: it’s officially worn out its welcome.
Michelle Peterson, Chief Member...