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Corelation23: TeamOnUp's Mike Kelly on 'Understanding the New Humanity at Work'...

5/31/2023

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Mike Kelly, Founder/CEO of TeamOnUp, stopped by the Studio Lounge to share highlights and insights from his conference keynote: "Understanding the New Humanity at Work."

A few items we discussed included:

Fixed mindset/growth mindset
Poor man's robot
3 types of imposters (based on imposter syndrome): perfectionist, poser, ponzi
Credit union connection

Check it out and let us know your thoughts. And be sure to visit our interview archive page to watch all our video discussions from Corelation's 2023 Annual Hybrid Client Conference.

Corelation23: Ascensus Execs Discuss HSAs, Retirement Planning, and More...

5/31/2023

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Joe Lindberg, Regional Sales Director, and Brian Giles, Director of Sales - Retirement Product Solutions at Ascensus, visited the Studio Lounge to share their insights and expertise on retirement planning for credit union executives today, as well as the significance of IRAs and HSA programs.

Check it out and let us know your thoughts. And be sure to visit our interview archive page to watch all our video discussions from Corelation's 2023 Annual Hybrid Client Conference.

Corelation23: Park View FCU Works with Mahalo on 'Thoughtful Banking'...

5/31/2023

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Denny Howell, COO at Mahalo Banking; Jim Stickley, CEO at Mahalo Banking; and Tanya Holland, Director Of Operations at Park View Federal Credit Union, all joined us in the Studio Lounge to discuss how Park View FCU partnered with Mahalo Banking to implement its "Thoughtful Banking" technology -- a.k.a. neurodiversity capabilities baked into their online banking platform for credit unions.

We discussed what exactly is "Thoughtful Banking" and how it truly serves all members, including those with disabilities, as well as how it has been received at Park View so far.

Check it out and let us know your thoughts. And be sure to visit our interview archive page to watch all our video discussions from Corelation's 2023 Annual Hybrid Client Conference.

NOTE: Apologies for the faint audio during Jim's responses. Microphone issues. Boosted up the sound a bit in post production to hear him better.

Corelation23: QCash's Seth Brickman Talks Small Dollar Loans and Nuclear Submarines...

5/31/2023

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Seth Brickman, CEO at QCash Financial, stopped by the Studio Lounge to give us a preview of his conference keynote: "What Do Nuclear Submarines and Small Dollar Loans Have in Common?"

A side note: Seth used to build nuclear submarines during his time in the U.S. Navy and found many similarities to small dollar loans and life on a submarine. Very cool correlation here. Check it out and let us know your thoughts.

And be sure to visit our interview archive page to watch all our video discussions from Corelation's Annual Hybrid Client Conference.

#3191: New Webinar Addresses Key Questions to Ask When Curious About CUSOs...

5/30/2023

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Capstone's Managing Director and Partner John Dearing and Messick Lauer & Smith's Partner Brian Lauer joined us on the show to preview their upcoming webinar: “Key Questions to Ask When You Are Curious About CUSOs” taking place June 8, 11:00 a.m (EST).

Here are some of the items discussed:

Why contemplate a CUSO?
What are some key items to keep in mind when establishing a new CUSO – regs/guidelines?
Factors to help decide go alone (wholly) or partner with others (multi)?
Why should you partner with an existing CUSO?
What are the current trends to be aware of in today’s CUSO marketplace?
In the context of CUSOs, what is meant by a “Holding company’’? Why pursue that structure?

Check it out and let us know your thoughts. And be sure to register for the webinar.

<<Previous

Corelation23: TeamOnUp's Mike Kelly on 'Understanding the New Humanity at Work'...

Corelation23: Ascensus Execs Discuss HSAs, Retirement Planning, and More...

Corelation23: Park View FCU Works with Mahalo on 'Thoughtful Banking'...

Corelation23: QCash's Seth Brickman Talks Small Dollar Loans and Nuclear Submarines...

#3191: New Webinar Addresses Key Questions to Ask When Curious About CUSOs...

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