Category: Uncategorized

Marketing 101 with Mike Dinneen of American Heritage Credit Union

GUESt: Mike Dinneen An executive level marketing strategist, Mike Dinneen has spent 20 years as a marketing leader in financial services. On this episode of Credit Union Conversations. Mike and Mark chat all about tailing marketing strategies to consumer behaviors and much more. Listen in to learn more! IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS: […]

The Journey of Kabir Laiwalla: Leading One Of The Most Unique Credit Unions in America

Guest: Kabir Laiwalla Kabir Laiwalla has been the leader of Platinum FCU for more than 20 years. Founded in December 1999, Platinum FCU is a unique credit union that focuses on serving the financial needs of Shia Imami Ismaili Community Members. Kabir explains how his small credit union fits the needs of their community and […]

Talking Liquidity & Fintechs

GUESTs Jim Quinn & Rebecca Bacon Need liquidity to fund loans??? This episode is for you. Upgrade is well-established in driving quality assets to credit unions. Now find out how they also bring deposits to your institution as well. IN THIS EPISODE: [01:50] Meet Rebecca and Jim and learn about Upgrade.  [03:32] Neobanks and fintechs: […]

Talking With NCUA Vice Chair Kyle Hauptman

GUEST Kyle Hauptman Today, Mark welcomes a very special guest, NCUA Vice Chair Kyle Hauptman. Kyle shares his journey to his position and some roles of NCUA for credit unions with Mark. They talk about the importance of credit union relationships with fintechs and the new opportunities in blockchain technology. Mark gives credit to how […]

Succeeding With Faith-Based Lending

GUEST Darren Thompson Darren Thompson of Ministry Partners and Mark Ritter meet up to talk about why faith-based lending and member relationships are a nice complement to any credit union. Faith-based lending has some nuances compared to traditional lending but Darren leads us through the best practices and how to access these community organizations. Many […]

Learning About Puerto Rico’s Cooperativas

GUEST Rene Vargas Martinez Hurricane Maria and other storms in Puerto Rico have destroyed their power grid system but also their economy. Cooperativas (Puerto Rican credit unions) have had an incredible impact on the stability and recovery of communities in the aftermath. On today’s episode, Rene Vargas Martinez and Mark Ritter discuss how Puerto Rico’s […]