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Grow Your Credit Union

Grow Your Credit Union

Hosted by Grow Your Credit Union

Episodes

71

Latest episode

Aug 2026

Language

EN

About the show

Each week, host Joshua Barclay and co-host Becky Reed dive into the nitty-gritty of successful credit union operations, exploring innovative approaches and leadership insights. We're more than just a podcast; we're your go-to resource for turning challenges into opportunities. Join us as we laugh a bit, learn a lot, and push the boundaries of what's possible in the credit union world.

Listen to episodes

60 recent
August 4, 202641 min

Stop Cleaning Up Fraud. Start Seeing It Coming.

Read the show notes and full transcript on our site: growyourcreditunion.com JOIN NCU-ISAO FOR A FREE TABLETOP EXERCISE ON AUGUST 27TH, 2026 Most credit unions only catch fraud after the money's gone. They budget for the cleanup, staff for the cleanup, build their whole defense around the cleanup, and it's costing them far more than the loss itself. The credit unions pulling ahead are the ones who stopped waiting for the loss and started predicting it. In this episode: Why the true cost of fraud runs far beyond the dollar amount lost Why fraud is outgrowing its old home inside IT How disconnected data across departments lets mule accounts sit undetected What NCU-ISAO's intelligence-sharing network actually does for its member credit unions A huge thanks to our sponsor, NCU-ISAO. Learn more at ncuisao.org. Host: Joshua Barclay Co-host: Becky Reed Guest: Brian Hinze, President and CEO, NCU-ISAO

July 29, 202629 min

There's More Than One Way to Back Your Best People

Your best employee is ready to move up. There's no seat open. That doesn't mean there's nowhere for them to go. In this episode: Whether AI ownership belongs to one executive or the whole organization What to do when a star employee is ready to move up and there is no seat open What the Credit Union Board Modernization Act actually changes now that it is law A huge thanks to our sponsor, The Family Security Plan. Learn more at familysecurityplan.com. Host: Joshua Barclay Co-host: James McBride, Let's Go CU Services Guest: Jackie Belusko, Vice President, Member Relationships and Service, Sun East Federal Credit Union

July 7, 202632 min

Communities Don't Form the Way They Did in 1934

Read the show notes and full transcript on our site: growyourcreditunion.com Credit unions were built around the people you knew. Your neighbors, your coworkers, the people you could not avoid. Now communities form on Discord servers, Substack feeds, and shared Slack channels. So should we be pushing for rules that reflect that? In this episode: Why AI is making broken credit union processes faster rather than better, and what to fix first Whether field of membership rules are now working against the mission they were designed to protect What rising negative equity in auto lending means for credit unions still treating indirect as a growth strategy Host: Joshua Barclay Co-host: James McBride, Let's Go CU Services Guest: Jason Tilley, CIO, 1st Advantage Federal Credit Union

June 23, 202626 min

Is Your Member Experience Giving DMV Vibes?

div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"> _*]:min-w-0 gap-3 standard-markdown"> The experience is where trust gets made or broken. Credit unions have always assumed theirs was safe. But somewhere between the app that locks you out and the branch that feels like a Saturday at the DMV, that assumption started expiring. In this episode: Why credit union values are failing to connect with younger generations and what to do about it What member data credit unions already have and are not acting on nearly enough Whether the trust advantage credit unions have long assumed over banks is still real A huge thanks to our sponsor, Pure IT.  Host: Joshua Barclay Co-host: Becky Reed Guest: Kaylee Ganus, Chief Marketing Officer, United Federal Credit Union

June 16, 202635 min

Technology Moves in Dog Years

Credit unions are running networks that look nothing like the ones they started with. Knowing exactly what is connected, who approved it, and what it permits turns out to be harder than it sounds. In this episode: Who is actually on the hook when a fintech vendor relationship goes wrong Why routine connectivity decisions carry risks that boards rarely understand What regulators actually expect when they ask credit unions to prove their vendor oversight is real A huge thanks to our sponsor, Pure IT Host: Joshua Barclay Sponsored Guests: Trent Henson, CIO, Pure IT  Kyle Stutzman, SVP of Product Strategy, Kinective

June 9, 202628 min

OOPS! ALL MERGERS

Read the show notes and full transcript on our site: growyourcreditunion.com Somewhere out there is a credit union board that poured themselves a bowl of nutritious succession planning. Most boards just grabbed the wrong box. In this episode: Why transformation failures almost never start with the technology and what leaders are missing before the project begins Why young credit union professionals organized a panel at GAC to say the door to leadership is locked and what it will take to open it Which metrics credit unions treat as gospel that are actually just comfort numbers on a dashboard A huge thanks to our sponsor Pure IT. Learn more at pureitcuso.com. Host: Joshua Barclay Co-host: Becky Reed Guest: Brian Waldron, President and CEO, Dort Financial Credit Union

May 12, 202626 min

I'm Not Lazy. I'm Just a Pessimist.

Read the show notes and full transcript on our site: growyourcreditunion.com Your team is not underperforming because they are lazy. They are underperforming because they stopped believing that what they do changes anything. That is not a motivation problem. It is a leadership problem. And it has a fix that does not involve a single town hall or strategy deck. In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Monica Meyerand, VP of Community Impact and Partnerships at OneAZ Credit Union, to discuss what to do when your team stops believing their actions matter, why succession planning keeps failing at the board level, and whether credit unions should be going narrower not broader to stay competitive.

April 28, 202626 min

Your Community Impact Is Probably Not a Secret Worth Keeping

Read the show notes and full transcript on our site: growyourcreditunion.com Credit unions are feeding communities, funding scholarships, and keeping members out of payday loan cycles. The only people who know about it are other credit union professionals. That's not humility. That's a problem. In this episode: Why the projects that stay on your list may be costing you more than the ones you kill What a $1 million internal fraud case reveals about trust, controls, and the danger of overcorrecting Why credit unions are their own best-kept secret and what to do about it Host: Joshua Barclay Co-host: Becky Reed Guest: Kathryn Davis, President and CEO, Valley First Credit Union

April 7, 202632 min

Dictators Don't Make Great Merger Partners

_*]:min-w-0 gap-3"> Read the show notes and full transcript on our site: growyourcreditunion.com _*]:min-w-0 gap-3"> A $12.6 billion merger collapsed. The credit unions are now in court. And somewhere in the middle of it all, a CEO allegedly told his merger partner he was a dictator and didn't care what anyone thought. The question worth asking isn't what went wrong. It's why nobody asked the right questions before the papers were signed. _*]:min-w-0 gap-3"> In this episode: Why toxic workplace culture hits women harder and what credit union leaders are missing about their own culture What a collapsed $12.6 billion merger reveals about leadership character and due diligence Whether your conference budget is actually building skills or just buying inspiration _*]:min-w-0 gap-3"> Host: Joshua Barclay Co-host: Becky Reed Guest: Stacy Armijo, Chief Experience Officer, Amplify Credit Union

March 10, 202633 min

We Keep Swiping Right On New Vendors When We Really Need Couples Therapy

Read the shownotes and full transcript on our site: growyourcreditunion.com Every time a credit union has an unmet need, its ready to swipe right on a new vendor. But 450 matches later, nobody's having the hard conversation with the partners already sitting across the table. What if the answer was never a new vendor? What if it was just a better conversation with the ones you already chose? In this episode: Whether credit unions are ready for 52% of CEOs to retire in six years Why buying more technology isn't the same as innovating The case for and against board term limits Host: Joshua Barclay Co-host: Becky Reed Guest: Mike Valentine, President and CEO of BCU

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