Podcast

Podcast  

Excerpts from How to Accelerate Your Payments Transformation While Cutting Your Data Security Costs by 50%

Very Good Security |

Highlights from the December 3 webcast “Payments Liability: Turning Data from a Liability to an Asset.” This event featured Hoang Leung, Payments Leader at Very Good Securi

Podcast  

2020 Mortgage Lending: Big-Picture Trends for Credit Unions

Arch MI |

Highlights from the November 12 editorial webcast “Credit Union Lending: It’s a Mixed Bag.” This event featured Michael Ogden, Editor-in-Chief of Credit Union Times, and was sponsored by Arch MI.

Podcast  

Excerpts from “The Digital-First Credit Union: How to Move Forward with eSignatures.”

ALM Marketing Services |

[falcon-embed src="embed_1"] Highlights from the November 5 webcast “The Digital-First Credit Union: How to Move Forward with eSignatures.” This…

Excerpts from Webcast: How Your Credit Union Can Thrive in 2021

Sponsored by: Information Builders |

Highlights from the October 22 webcast “How Your Credit Union Can Thrive in 2021,” sponsored by Information Builders (ibi).

Podcast  

Excerpts from Hard Knocks: Lessons Learned from COVID-19 and the Disruption of the Credit Union-to-Member Relationship

Sponsored by: TimeTrade |

This event featured, from TimeTrade, Steve Connolly, Senior Director of Product Management; and from Del-One Federal Credit Union, Donna Robinson, Director of Branch Operations, and Horacio Garcia-Korosec, Director of Business Intelligence.

Offer Employees More While Making More: Employee Benefit Funding Trusts

Members Trust Company (Sponsored) |

In this episode of the “Credit Union RX 2020” podcast series, we spoke with Jason Ritzenthaler, Co-Chief Investment Officer and Director of Investments and Institutional Business for Members Trust Company. He explains how Members Trust Company has helped credit union partners offset 63% of employee benefits costs.

Podcast  

The Benefits of Working with a Third-Party Acquisition Partner

Members Trust Company (Sponsored) |

In this episode of the “Credit Union RX 2020” podcast series, we brought together Neil Archibald, Chief Operating Officer for Members Trust Company, and Kathy Courtney, Chief Operating Officer of Greenstate Credit Union, to discuss the benefits of entering bank acquisition transactions with a third-party acquisition partner.

How Trust Companies and Attorneys Forge Relationships to Better Serve Clients

Members Trust Company (Sponsored) |

Trust administration is a detail-oriented and time-consuming task, yet many clients decide to let their “eldest child handle it” or decide that “since my brother is a CPA, he can do it.” The challenge is that the client is asking a loved one to take on a major burden during an emotionally difficult time. LISTEN NOW.

Podcast  

How Investment Management Services Are Helping Financial Advisors Differentiate

Members Trust Company (Sponsored) |

We recently brought together Sheldon Reynolds, Vice President of Trusts & Investments at Members Trust Company, and Julie Bates, Managing Director of Delta Community Retirement & Investment Services, to explain how credit union financial advisors can adapt. LISTEN NOW.

Podcast  

Preparing for the Big Wealth Transfer with a Trust Services Program

Members Trust Company (Sponsored) |

Over the next several decades, the biggest and wealthiest generation in U.S. history will transfer $30 trillion in assets to their children. The problem is that 60% of American adults don’t have an estate plan. LISTEN NOW.