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.
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.
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.
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.
Credit unions are firmly invested in their employees' health — not only their physical health but their emotional health as well. They want innovative solutions to help people stay healthy and feel supported in the workplace. LISTEN NOW.
Highlights from the April 14 webcast "Mergers, Acquisitions, Conversions… Oh, My! Ensure Your Next Change Event Has a Happy Ending for You and Your Members"
This episode features highlights from the recent webcast "3 Steps to People-Centricity: How Your CU Can Deeply Engage with Members, Potential Members, and Employees."
In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we'll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience.
This episode of the Expert Perspectives podcast, hosted on Credit Union Times, with highlights from the recent webcast "Mortgage Lending: 2019 Trends, Analysis, and How to Prepare."
Is Amazon coming for the banking sector, and if so, what can credit unions do?
{ "data": { "name": "Podcast", "description": "", "page": 3, "estimate": 30, "h1": "", "metaTitle": "", "metaDescription": "", "pageSize": 10, "contents": [ { "uri": "/2020/10/21/the-benefits-of-working-with-a-third-party-acquisition-partner/", "webcastDate": "", "kicker": "Podcast", "byline": "Members Trust Company (Sponsored)", "prettyDate": "October 21, 2020", "summary": "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.", "title": "The Benefits of Working with a Third-Party Acquisition Partner", "image": { "uri": "https://images.cutimes.com/contrib/content/uploads/sites/276/2020/10/MTC_RX_616x372_acquisition_partner_podcast_cover.png" } }, { "uri": "/2020/10/13/how-trust-companies-and-attorneys-forge-relationships-to-better-serve-clients/", "webcastDate": "", "kicker": "Podcast", "byline": "Members Trust Company (Sponsored)", "prettyDate": "October 13, 2020", "summary": "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.", "title": "How Trust Companies and Attorneys Forge Relationships to Better Serve Clients", "image": { "uri": "https://images.cutimes.com/contrib/content/uploads/sites/276/2020/10/MTC_RX_616x372_companies_attorneys_podcast_cover.png" } }, { "uri": "/2020/09/09/how-investment-management-services-are-helping-financial-advisors-differentiate/", "webcastDate": "", "kicker": "Podcast", "byline": "Members Trust Company (Sponsored)", "prettyDate": "September 09, 2020", "summary": "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.", "title": "How Investment Management Services Are Helping Financial Advisors Differentiate", "image": { "uri": "https://images.cutimes.com/contrib/content/uploads/sites/276/2020/09/Episode-3-616x372.jpg.png" } }, { "uri": "/2020/08/27/preparing-for-the-big-wealth-transfer-with-a-trust-services-program/", "webcastDate": "", "kicker": "Podcast", "byline": "Members Trust Company (Sponsored)", "prettyDate": "August 27, 2020", "summary": "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.", "title": "Preparing for the Big Wealth Transfer with a Trust Services Program", "image": { "uri": "https://images.cutimes.com/contrib/content/uploads/sites/276/2020/08/MTC_RX_616x372_Trust_podcast_cover.png" } }, { "uri": "/2020/08/11/how-credit-unions-are-using-employee-benefit-funding-trusts-ebfts-to-offset-rising-costs/", "webcastDate": "", "kicker": "Podcast", "byline": "Members Trust Company (Sponsored)", "prettyDate": "August 11, 2020", "summary": "Credit unions are firmly invested in their employees' health — not only their physical health but their emotional health as well. They want innovative solutions to help people stay healthy and feel supported in the workplace. LISTEN NOW.", "title": "How Credit Unions Are Using Employee Benefit Funding Trusts (EBFTs) to Offset Rising Costs", "image": { "uri": "https://images.cutimes.com/contrib/content/uploads/sites/276/2020/08/MTC-616x372-episode1-Cover.png" } }, { "uri": "/2020/05/13/excerpts-from-mergers-acquisitions-conversions-oh-my-ensure-your-next-change-event-has-a-happy-ending-for-you-and-your-members/", "webcastDate": "", "kicker": "Podcast", "byline": "Harland Clarke", "prettyDate": "May 13, 2020", "summary": "Highlights from the April 14 webcast \"Mergers, Acquisitions, Conversions… Oh, My! Ensure Your Next Change Event Has a Happy Ending for You and Your Members\"", "title": "Excerpts from Mergers, Acquisitions, Conversions… Oh, My! Ensure Your Next Change Event Has a Happy Ending for You and Your Members", "image": { "uri": "https://images.cutimes.com/contrib/content/uploads/sites/276/2020/05/Harland-Clarke-Podcast_May-2020_720x406-1.jpg" } }, { "uri": "/2019/09/17/excerpts-from-webcast-3-steps-to-people-centricity-how-your-cu-can-deeply-engage-with-members-potential-members-and-employees/", "webcastDate": "", "kicker": "Podcast", "byline": "Sponsored by: Medallia", "prettyDate": "September 17, 2019", "summary": "This episode features highlights from the recent webcast \"3 Steps to People-Centricity: How Your CU Can Deeply Engage with Members, Potential Members, and Employees.\"", "title": "Excerpts from 3 Steps to People-Centricity: How Your CU Can Deeply Engage with Members, Potential Members, and Employees", "image": { "uri": "https://images.cutimes.com/contrib/content/uploads/sites/276/2019/09/medallia_720x406.jpg" } }, { "uri": "/2019/09/16/excerpts-from-turn-data-into-action-elevating-the-digital-advisor-client-experience/", "webcastDate": "", "kicker": "Podcast", "byline": "Sponsored by: Hearsay Systems", "prettyDate": "September 16, 2019", "summary": "In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we'll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience.", "title": "Excerpts from \"Turn Data Into Action: Elevating the Digital Advisor-Client Experience\"", "image": { "uri": "https://images.cutimes.com/contrib/content/uploads/sites/276/2019/09/Hearsay-Podcast-2019-_720x406.jpg" } }, { "uri": "/2019/07/30/excerpts-from-webcast-mortgage-lending-2019-trends-analysis-and-how-to-prepare/", "webcastDate": "", "kicker": "Podcast", "byline": "Sponsored by: Arch MI & Finastra", "prettyDate": "July 30, 2019", "summary": "This episode of the Expert Perspectives podcast, hosted on Credit Union Times, with highlights from the recent webcast \"Mortgage Lending: 2019 Trends, Analysis, and How to Prepare.\"", "title": "Excerpts from webcast: Mortgage Lending: 2019 Trends, Analysis, and How to Prepare.", "image": { "uri": "https://images.cutimes.com/contrib/content/uploads/sites/276/2019/07/Arch-MI-Finastra_Podcast-Artwork-720x406.jpg" } }, { "uri": "/2019/01/15/podcast-amazon-banking-is-your-cu-ready/", "webcastDate": "", "kicker": "Podcast", "byline": "Sponsored by: DocuSign", "prettyDate": "January 15, 2019", "summary": "Is Amazon coming for the banking sector, and if so, what can credit unions do?", "title": "Excerpts From Webcast: Amazon Banking – Is Your CU Ready?", "image": { "uri": "https://images.cutimes.com/contrib/content/uploads/sites/276/2019/01/DocuSign-Webcast-_-Podcast-Cover-Art_616x372.jpg" } } ] } }