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Virtual Engagement Matters Series Event: August 6, 2020, 9:30 – 10:30 AM Pacific  It’s the year we transition to virtual participation in so many areas. Presentations about our story and why people should join our credit union, Financial Wellness workshops, even our sponsorships of meaningful causes in our community have completely transformed. The changes are […]

LISTEN TO THE PODCAST Picture this, warm sunshine, sand running through your toes, and the breeze from the Indian Ocean gently ruffling your hair. Randy Smith, co-founder of CUInsight.com, is on location with his guest Julie Ferguson at the 20th SACCA Congress in beautiful Mombasa, Kenya. Listen in as they have a friendly conversation about

We business development professionals thrive on interacting, helping people face to face, being in our communities and at our SEGs. But now, during these unprecedented times, we are being challenged to rethink our approach to business as usual. Fortunately, we are problem solvers. As servant leaders within our communities, now, is when we, as credit

This article originally appeared in the African Confederation of Cooperative Savings and Credit Associations – 2019 Cooperative Summit Journal.

Originally posted on CUInsight One truth that I share with anyone who’ll listen is how reaping the rewards of building strong relationships develops and evolves over time. A great example of what’s possible, once the proper foundation and sales culture exists, is PAHO/WHO Federal Credit Union. Serving its primary SEG, having built well-earned trust over

Originally published on Strategic Link You’re the restroom story lady!” That’s how some people “recognize” me at credit union conferences and networking events. And it’s because of a story I like to share with credit union employees about the importance of a positive attitude. I travel a lot and many of my past connecting flights

Originally posted in CUTimes A few weeks ago I had lunch with a former colleague I worked with at First Tech Federal Credit Union. She now works for a company that provides workplace wellness programs. She shared that her team offers content and educational sessions for human resource leaders in the Pacific Northwest and surrounding

Originally posted in Anthem by NWCUA Most credit unions still love their business development table days. And why not? Whether at a SEG, sponsoring community events or setting up at schools, table days are yet another channel to build relationships and trust. The goals are two-fold. One is to get people to come to your