Podcasts

Credit Union Conversations Episodes

  • Talking Lending in 2023 and Beyond

    Talking Lending in 2023 and Beyond

    Guest: Dustin Holmberg After talking about the boom times in the pandemic, Mark and Dustin reset about what it takes to manage the sales and strategy for a large credit union in 2023 and beyond. Mark and Dustin do quite a bit of prognostication in this episode, so we will revisit it next year to…

  • Attracting & Retaining Talent At Your Credit Union

    Attracting & Retaining Talent At Your Credit Union

    Guest: Kirk Kordeleski Kirk and Mark talk about the state of today’s credit union industry and attempt to solve all the current climate issues. Kirk talks to Mark about the challenges for credit unions today in attracting and retaining the best talent.  IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS: Mark Ritter – Website OM Financial…

  • So You Want To Do Construction Loans?

    So You Want To Do Construction Loans?

    Guest: Mike Kosmoski Mark and Mike try to demystify one of the complex and rewarding lending areas that can also be filled with pitfalls and peril if not done properly. Learn a bit about Mike’s construction management history and what support exists for construction lending at credit unions. IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS:…

  • Best of the Best in Loan Software

    Best of the Best in Loan Software

    Guest: Will Cameron What is the one system used by the majority of the 20 largest banks in the USA and MBFS? It’s nCino. They are a longtime partner of MBFS, and in this episode, Will Cameron and Mark catch up on the latest nCino news and what is happening in the loan systems industry…

  • What Keeps You Up At Night?

    What Keeps You Up At Night?

    Guest: Zach Douglass What keeps you up at night at your credit union? Many of us worry about fraud and data protection constantly. Zach Douglass lives on that very topic every day for credit unions nationwide. Learn what it is like to live this topic day in and day out and what your credit union…

  • Tech Talk With CU South’s Bob West

    Tech Talk With CU South’s Bob West

    Guest: Bob West On today’s episode of Credit Union Conversations, Mark is joined by Bob West. Bob, a veteran of credit unions, has been in multiple executive level leadership positions at multiple credit unions and handles all things technology. Listen in as Bob and Mark discuss technology advances and how financial institutions can keep up…

  • Life Of A New Credit Union CEO

    Life Of A New Credit Union CEO

    Guest: Kelly Botti What is the good, bad, and ugly of getting a coveted CEO job at a large, successful credit union? Kelly Botti of Trumark Financial to talk through the process of moving into a CEO role and lessons learned so far.  IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS: Partner with MBFS or Nu…

  • Mark’s Life Journey

    Mark’s Life Journey

    We made it to one year of podcasts! Mark gives a review of the episodes from the past year and how the show has evolved. Mark gives a profile of his experiences and highlights some of the people who have impacted him over the years. Mark also gives his bio, what lessons he has learned,…

  • A Talk with NACUSO’s Jack Antonini

    A Talk with NACUSO’s Jack Antonini

    Guest: Jack Antonini Jack and Mark have an insightful conversation into the history and current state of NACUSO. Mark is a big fan of the annual conference and Jack gives a preview of this year. What’s the future of CUSOs look like? Jack and Mark have some thoughts. IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS:…

  • Kirk Drake & Mark Ritter Solve All The Problems

    Kirk Drake & Mark Ritter Solve All The Problems

    Guest: Kirk Drake CEO of CU 2.0 CU 2.0’s Kirk Drake and MBFS’s Mark Ritter figure out what is wrong in today’s world and how they can fix it asap! This is round robin and unscripted so you don’t know what will go on in today’s episode. IN THIS EPISODE: KEY TAKEAWAYS: RESOURCE LINKS: Partner…

  • Let’s Wrap Up 2022 with MBFS COO Jeff Lyons

    Let’s Wrap Up 2022 with MBFS COO Jeff Lyons

    Guest: Jeff Lyons 2022! What a year! Jeff and Mark recap the highs and lows of 2022, where the industry is at now, and what they think the future will look like. Listen in to hear the current trends, the highs and lows of the year, and what they are looking forward to in 2023!…

  • Marketing 101 with Mike Dinneen of American Heritage Credit Union

    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

    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…

  • WFH Companies: Good, Great, or Awesome?

    WFH Companies: Good, Great, or Awesome?

    Ellen Thorn Page What’s the reality of a work from home company and their staff? On today’s episode, Mark Ritter and Ellen Thorn talk about their experiences managing a work from home staff and the reality of what it is like on a day-to-day basis. Tune in to learn more from Mark and Ellen! IN…

  • Expand Your Commercial Real Estate Portfolio with Craig Page

    Expand Your Commercial Real Estate Portfolio with Craig Page

    GUEST Craig Page Mark welcomes our newest executive, Craig Page, to MBFS as the Chief Revenue Officer. Mark and Craig talk about best practices for a national loan origination program and the good/bad of today’s marketplace. They review the results from the first half of 2022 and the outlook for the second half of the…

  • Talking Liquidity & Fintechs

    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:…