CUbroadcast Studio Lounge interviews at
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And a give-back tradition we started a few years back: For every Studio Lounge interview we conduct, we will donate $10 to Credit Unions for Kids to help Children's Miracle Network Hospitals nationwide. So sign up to chat -- the kids win, too! |
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Studio Lounge interviews brought to you by ...
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Studio Lounge interview schedule:
Monday, March 27
Denise Wymore, Field Marketing Manager at Zest AI
Topic: Update on the CU De Novo Collective
Stef Luck, VP of Sales at Trellance
Topic: Relationship Breakups: The pitfalls of long-term tech contracts
Amber Harsin, President/CEO of Prodigy (panelist)
Topic: Gotta Pay to Play: Is the model for CUSO compensation in line with credit union standard business practices or do we have the Jerry McGuire mentality of "show me the money" to pick a winner?
Bill Butler, CEO at Kachinga
Topic: Partnership with Mitchell Stankovic & Associates
Lynn Dufrane, Senior Account Executive at VISA (panelist)
Topic: Gotta Pay to Play: Is the model for CUSO compensation in line with credit union standard business practices or do we have the Jerry McGuire mentality of "show me the money" to pick a winner?
Jonathan Taylor, CEO at CU Sol
Topic: The Big T: Who is the industry referee when it comes to industry bad players?
George Estrada, Principal Strategist for Credit Unions at AWS
Topic: Emotional and Digital Intelligence Coming Together and What It Means to Credit Unions
Doug Burke, CEO at Aux
Topic: Executive transition
Mitchell Stankovic & Associates Zach Christensen
Topic: Underground Collision, CU Pride, and much more
Former WOCCU President/CEO Brian Branch (now representing the Via Stella Foundation)
Topic: Update on Ukrainian credit unions enduring and serving members during the war with Russia
George Estrada, Principal Strategist for Credit Unions at AWS
Topic: Emotional and Digital Intelligence Coming Together
Tuesday, March 28
DePaul University's Dr. Lamont Black
Topic: Next Wave of Innovation -- the Metaverse
Masako Long, VP of Sales at Janusea, and James Chemplavil, Founder/CEO at Salus
Topic: Partnership between Janusea and Salus
Phil DuPree, Chief Revenue Officer at Origence
Topic: Keys to Success for Indirect Lending
David Flammer, CTO of Datava and Amber Harsin, CEO of Prodigy
Topic: Datava and Prodigy join forces to streamline the 5300 CALL Report process for Credit
Unions
Julie Esser, Founder/CEO at Igniti Fi, and Paul Clampitt, Partner at CU Health PayCard
Topic: New project -- CU Health PayCard
Elizabeth Newman, President/CEO, Southwestern 66 FCU, Ken Sessions, President/CEO, CU Evolution, and Dave Waller, VP, Sales, JUDI.AI
Topic: How to set up smaller credit unions for success with member business lending (conf. session)
NCUA Senior Policy Advisors Sarah Bang (Board Member and Vice Chair Kyle Hauptman) and Lenwood Brooks (Board Member and former Chair)
Topic: NCUA and CUSOs
Lou Grilli, Senior Innovation Strategist at PSCU
Topic: Crypto, blockchain, and much more
Guy Messick, CEO at NACUSO Business Services
Topic: "Using CUSOs to Raise Liquidity and Capital for Credit Unions"
Tom Sakash, Mgr., Small CU Initiatives at Credit Union National Association, and Lily Newfarmer, President/CEO of Tarrant County's Credit Union
Topic: Small credit union committee, CULA, and NACUSO takeaways
Vim Anand, MSS CEO
Topic: “Level the playing field through large scale collaboration”
Next Big Idea judges: Illuma's Milinda Borkar, Posh's Karan Kashyup, and Open Technology Solutions' Jeffrey Staw
Topic: Takeaways from Next Big Idea Competition -- a judges' perspective
Next Big Idea competition winner: Goalsetter's Tanya Van Court, Founder/CEO
Topic: Next Big Idea Winner 'Goalsetter' Teaches Families to Be Money Smart
Wednesday, March 29
Glen Sarvady, 154 Advisors
Topic: How SVB does/doesn't impact the credit world; state of VC funding in fintech/CUSOs
Live cast of CUSO Awards (stay tuned for the recording)
Kyle Stutzman, CEO/Co-founder of Janusea, and Jack Smith, CEO/Co-founder of Pure IT
Topic: Cloud, Containers, Compliance, and Core (conference session)
Doug Leighton, Founding Partner at Tahoma Advisors, and Rob Keatts, EVP/Chief Information & Strategy Officer at Chartway Federal Credit Union and Chartway Ventures
Topic: Working with fintechs and my new position on the Chartway Ventures Board
John Wiley, Principal at Charles Kenyon Marketing
Topic: Marketing challenges/solutions for smaller credit unions
John Dearing, Partner at Capstone
Topic: "The New Age of CUSO Fintech Investing" (conf. session)
Tony Boutelle, President/CEO of Origence
Topic: Origence wins NACUSO's CUSO of the Year Award
Dennis Dollar, Dollar Associates, LLC
Topic: The Joy of Regulation 2023
Credit Unions First CEO Melanie Munsey and CSO Dan Daggett and AMOCO Federal Credit Union Chief Financial Officer Jeremy Silva
Topic: Partnership between Credit Unions First and AMOCO Federal Credit Union looks to keep member dollars inside credit union
Ian Lampl, Founder/CEO of Loanstreet
Topic: NACUSO testimonial
John Wingate, BankSocial
Topic: Recollecting 2023 Next Big Idea pitch
Jim Holt, Chief Revenue Officer/SVP at Credit Union Student Choice
Topic: Reset your private student lending
Jack Antonini, President/CEO NACUSO
Topic: Retirement
Thursday, March 30 (Fintech Madness)
Don Shafer, Co-founder of Quilo
Topic: Syndication lending
Dr. Leemon Baird is a technical expert on distributed ledger technology and cryptography, and the inventor of the Hedera Hashgraph algorithm
Topic: Can crypto really solve real-world problems?’ (conference session)
Monday, March 27
Denise Wymore, Field Marketing Manager at Zest AI
Topic: Update on the CU De Novo Collective
Stef Luck, VP of Sales at Trellance
Topic: Relationship Breakups: The pitfalls of long-term tech contracts
Amber Harsin, President/CEO of Prodigy (panelist)
Topic: Gotta Pay to Play: Is the model for CUSO compensation in line with credit union standard business practices or do we have the Jerry McGuire mentality of "show me the money" to pick a winner?
Bill Butler, CEO at Kachinga
Topic: Partnership with Mitchell Stankovic & Associates
Lynn Dufrane, Senior Account Executive at VISA (panelist)
Topic: Gotta Pay to Play: Is the model for CUSO compensation in line with credit union standard business practices or do we have the Jerry McGuire mentality of "show me the money" to pick a winner?
Jonathan Taylor, CEO at CU Sol
Topic: The Big T: Who is the industry referee when it comes to industry bad players?
George Estrada, Principal Strategist for Credit Unions at AWS
Topic: Emotional and Digital Intelligence Coming Together and What It Means to Credit Unions
Doug Burke, CEO at Aux
Topic: Executive transition
Mitchell Stankovic & Associates Zach Christensen
Topic: Underground Collision, CU Pride, and much more
Former WOCCU President/CEO Brian Branch (now representing the Via Stella Foundation)
Topic: Update on Ukrainian credit unions enduring and serving members during the war with Russia
George Estrada, Principal Strategist for Credit Unions at AWS
Topic: Emotional and Digital Intelligence Coming Together
Tuesday, March 28
DePaul University's Dr. Lamont Black
Topic: Next Wave of Innovation -- the Metaverse
Masako Long, VP of Sales at Janusea, and James Chemplavil, Founder/CEO at Salus
Topic: Partnership between Janusea and Salus
Phil DuPree, Chief Revenue Officer at Origence
Topic: Keys to Success for Indirect Lending
David Flammer, CTO of Datava and Amber Harsin, CEO of Prodigy
Topic: Datava and Prodigy join forces to streamline the 5300 CALL Report process for Credit
Unions
Julie Esser, Founder/CEO at Igniti Fi, and Paul Clampitt, Partner at CU Health PayCard
Topic: New project -- CU Health PayCard
Elizabeth Newman, President/CEO, Southwestern 66 FCU, Ken Sessions, President/CEO, CU Evolution, and Dave Waller, VP, Sales, JUDI.AI
Topic: How to set up smaller credit unions for success with member business lending (conf. session)
NCUA Senior Policy Advisors Sarah Bang (Board Member and Vice Chair Kyle Hauptman) and Lenwood Brooks (Board Member and former Chair)
Topic: NCUA and CUSOs
Lou Grilli, Senior Innovation Strategist at PSCU
Topic: Crypto, blockchain, and much more
Guy Messick, CEO at NACUSO Business Services
Topic: "Using CUSOs to Raise Liquidity and Capital for Credit Unions"
Tom Sakash, Mgr., Small CU Initiatives at Credit Union National Association, and Lily Newfarmer, President/CEO of Tarrant County's Credit Union
Topic: Small credit union committee, CULA, and NACUSO takeaways
Vim Anand, MSS CEO
Topic: “Level the playing field through large scale collaboration”
Next Big Idea judges: Illuma's Milinda Borkar, Posh's Karan Kashyup, and Open Technology Solutions' Jeffrey Staw
Topic: Takeaways from Next Big Idea Competition -- a judges' perspective
Next Big Idea competition winner: Goalsetter's Tanya Van Court, Founder/CEO
Topic: Next Big Idea Winner 'Goalsetter' Teaches Families to Be Money Smart
Wednesday, March 29
Glen Sarvady, 154 Advisors
Topic: How SVB does/doesn't impact the credit world; state of VC funding in fintech/CUSOs
Live cast of CUSO Awards (stay tuned for the recording)
Kyle Stutzman, CEO/Co-founder of Janusea, and Jack Smith, CEO/Co-founder of Pure IT
Topic: Cloud, Containers, Compliance, and Core (conference session)
Doug Leighton, Founding Partner at Tahoma Advisors, and Rob Keatts, EVP/Chief Information & Strategy Officer at Chartway Federal Credit Union and Chartway Ventures
Topic: Working with fintechs and my new position on the Chartway Ventures Board
John Wiley, Principal at Charles Kenyon Marketing
Topic: Marketing challenges/solutions for smaller credit unions
John Dearing, Partner at Capstone
Topic: "The New Age of CUSO Fintech Investing" (conf. session)
Tony Boutelle, President/CEO of Origence
Topic: Origence wins NACUSO's CUSO of the Year Award
Dennis Dollar, Dollar Associates, LLC
Topic: The Joy of Regulation 2023
Credit Unions First CEO Melanie Munsey and CSO Dan Daggett and AMOCO Federal Credit Union Chief Financial Officer Jeremy Silva
Topic: Partnership between Credit Unions First and AMOCO Federal Credit Union looks to keep member dollars inside credit union
Ian Lampl, Founder/CEO of Loanstreet
Topic: NACUSO testimonial
John Wingate, BankSocial
Topic: Recollecting 2023 Next Big Idea pitch
Jim Holt, Chief Revenue Officer/SVP at Credit Union Student Choice
Topic: Reset your private student lending
Jack Antonini, President/CEO NACUSO
Topic: Retirement
Thursday, March 30 (Fintech Madness)
Don Shafer, Co-founder of Quilo
Topic: Syndication lending
Dr. Leemon Baird is a technical expert on distributed ledger technology and cryptography, and the inventor of the Hedera Hashgraph algorithm
Topic: Can crypto really solve real-world problems?’ (conference session)
Include: DAY/TIME/PERSON/TOPIC
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