1. How to Host a Successful 'Unconference' with CU Water Cooler Symposium's Tim McAlpine and Matt Davis...


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    Filene's Matt Davis and Currency Marketing's Tim McAlpine say they are not conference creators/developers by any stretch. Could've fooled me -- and all the others that have attended their highly successful CU Water Cooler Symposium (October 17-18, 2013, Nashville, TN) events for the past three years. Both Tim and Matt have described this gathering not so much as a conference, but an event where passionate credit union folks can listen and exchange ideas at a very high level. Each year, this "unconference" sells out, giving the stage to some of the industry's top thinkers and doers. It's an event that discusses topics most other shows won't touch with a 100-ft. cellular antenna -- like inviting a prominent banker to present (last year!). It was a brilliant move that really sparked CU attendees talking and looking at themselves from a totally different perspective. Can you say, reality check? But this controversy, if you will, is to be expected at the CU Water Cooler Symposium. Seasoned attendees look forward to this feather ruffling and usually revel in it. Anyway, it's always an adventure chatting with Matt and Tim, two guys -- as well as most of you know -- who are extremely passionate about making this industry the best it can be and more. The CU Water Cooler Symposium is a show unlike any other and I invite you all to check out this episode to discover why Tim and Matt are so humble about hosting a wickedly successful show that will fuel your credit union fire. Check it out! Also, if you are considering attending, register now for the early bird special, which expires July 31. Visit: www.cuwatercooler.com www.currencymarketing.ca www.filene.org

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    • The Cooperative Trust Gets a New Marshall -- James Marshall...


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      Yep, there's a new Cooperative Trust leader in town and it's James Marshall. He has some big shoes to fill, as the multi-talented Brent Dixon steps aside to pursue more academics. But James is certainly up to the task as we discuss his short- and long-term plans and other pressing goals he has for the group, as well as stepping back to looking at The Cooperative Trust's status today. James seems to relish the task he has been given to lead this group of young credit union advocates that will be the next generation to lead our industry to an ever-brighter future. James is poised to set the table with these young pros who are ready to learn, be heard, and take the torch. All the best, Mr. Marshall -- and you have our support! Visit: http://trust.coop/

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      • Content Marketing and Your Social Media Strategy - Filene | QUEsocial Webinar


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        Social media is a powerful business tool when used well. Building engagement and ultimately business results through social media requires regular outreach as well as content creation and curation. In this webinar, Filene and QUEsocial highlighted effective approaches to leveraging content marketing in your social media strategies. Credit unions have a compelling story to tell and are experts on issues that today's consumers are hungry to understand. This webinar will help CEOs, COOs, and marketing executives and their teams understand content marketing and its role in credit union social media strategies. You'll leave with ideas not only for building your credit unions’ networks through content marketing and social media but also for building bottom line business results.

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        • Let the games begin! 2012 NTCUE finalists Jill Huls and Peter Walker provide sound advice for 2013 contestants...


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          Game on! This year's CUES Next Top Credit Union Exec challenge has commenced and there is yet another fine group of credit union up-and-comers gunning for the top spot in the 2013 contest. To get a behind the scenes look at what the 2013 group has in store for them, we invited 2012 finalists Jill Huls from Conexus Credit Union and Peter Walker from OSU Federal Credit Union for their first-hand perspective. In addition to their words of wisdom for 2013 NTCUE contestants, Jill and Peter discuss how the contest has impacted their professional lives and what benefits they believe it has for the credit union industry, attracting and highlighting the next generation of fine execs. Many thanks to Jill and Peter for their candid commentary. Check it out! Visit: www.nexttopcreditunionexec.com www.conexus.ca www.osufederal.org Follow #NTCUE on Twitter

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          • CU Water Cooler Symposium 2013 Teaser


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            Mark your calendar and grab your tickets, the 4th annual CU Water Cooler Symposium is happening again in Nashville, Tennessee. October 17-18, 2013. http://www.cuwatercooler.com/symposium

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            • Big Data and Cross-Selling with Micronotes' Christian Klacko and USAlliance FCU's Kris VanBeek...


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              We all know the importance of cross-selling for credit unions and on today's show we take it a step further with Micronotes' cross-sell technology for digital banking. Micronotes Christian Klacko explains how his company uses big-data analytics and interview technology to help digital banking customers (credit union members) get more out of their banking relationship -- and drive cross-sales for financial institutions. Applying this technology is USAlliance Federal Credit Union's Kris VanBeek who provides a number of examples how his credit union has benefited from this cross-sell technology to enhance member relationships. Tons of practical and educational content in this episode, so don't miss it if you want to enhance your credit union's cross-selling activities. Visit: www.usalliance.org www.micronotes.com FinovateSpring 2013 presentation (http://www.finovate.com/spring13vid/micronotes.html)

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              • How Belvoir FCU's WebHunt campaign exceeded all expectations with Belvoir's Amy McConnell...


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                Some things just seem to be a sure thing: sun rising in the east, two-year-olds drawing on walls with Marks-a-Lots (my house), Chicago Cubs not winning a World Series, and Belvoir Federal Credit Union's annual online WebHunt campaign. For four years running, Belvoir has implemented its WebHunt venture, an online scavenger hunt of its website for members to find hidden icons strategically placed on specific pages. The credit union has garnered tremendous results each year it has launched it summertime campaign. And this year, it exceeded all expectations once again. So we invited Belvoir's Amy McConnell on the show to find out what the heck WebHunt is and how it has tremendously benefited the credit union -- along with members. Oh yeah, we discuss the amazing results of this year's campaign, as well. So if you're looking to succeed with an online branding/cross-sell campaign, check out this interview with Amy McConnell. Visit: www.belvoircreditunion.org

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                • Geezeo's Peter Glyman discusses the importance of PFM for today's credit union...


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                  Personal finance management continues to make headlines in today's online financial services environment. To get a better perspective on how important and beneficial PFM can be for credit unions and their members, we invited Geezeo's President & Co-Founder Peter Glyman on the program to discuss this topic and more. We also talked about Filene's recent finding that only 6% of today's credit union members are using PFM tools. We asked Peter why this number is so low and how can it be raised? In addition, we touched on three things credit unions can look for in a quality PFM solution, along with the burgeoning mobile apps on the horizon. Many thanks for Peter being on the show. Check it out! Visit: www.geezeo.com

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                  • Taxes, taxes, and more taxes -- and ACUC 2013 -- with CUNA's Bill Cheney...


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                    CUNA's 2013 America's Credit Union Conference is next week. To get a quick preview, we invited CUNA's President/CEO Bill Cheney on the program for an inside look on the speakers, sessions, and events occurring between June 30 - July 3 in New York City. But the ACUC is only part of the discussion, as the big show will act as a motivator and message deliverer for attendees to spread nationwide about the virtues of credit unions. We all know the CU virtues, but a majority of the country doesn't. The industry is also in the midst of a major battle with banks regarding, yes once again, it's tax status. But this year is a bit different in that a new tax code will be decided upon and credit union's tax status for the next generations will be determined if not this year, then next year -- an election year. Bill joined our show and took the time to explain in great detail the importance for credit unions to be more than diligent in getting the word out about this issue -- much like Bank Transfer Day. Segueing on this topic, we discussed CUNA's two major campaigns running right now: "Don't Tax My Credit Union" and "Unite for Good". We also discussed many other issues along with a semi-inside look at the political maneuverings to lobby credit union issues to Congress. Fascinating content -- especially in the second half of the interview where Bill is quite candid about this subject matter. So, as you travel to the Big Apple this weekend to attend the ACUC 2013, take some time and check out our in-depth and compelling conversation with Mr. Cheney. I'm sure it will spark a few questions and comments from you to ask him next week during the show. Enjoy! Visit: www.cuna.org www.DontTaxMyCreditUnion.org (For Twitter users: #DontTaxMyCU) www.UniteforGood.org

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                    • An Upbeat Reel by The Pod


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                      A quick glimpse into some of our 2012-2013 work for financial institutions and non-profit organizations.

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