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#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.

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#3190: Hofheimer Embarks on Cross-Country Bike Trek to Support Healthcare for Kids...

5/30/2023

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Hofheimer Strategy Advisors Founder and long-time credit union advocate George Hofheimer is about to embark on yet another cross-country bike ride to support two organizations, Chartway Promise Foundation and Children's Miracle Network Hospitals. George, who will also be joined by his wife Carrie, will raise funds in support of life-changing medical and mental health care for children nationwide.

For those who followed George on his first cycling venture across the country in 2021 from Southern California to Florida, he and his wife will be taking a different route this time around from Anacortes, Washington to Dewey Beach, Delaware, an approximately 2-month, 3,500 mile journey. They will start their ride first part of June and look to complete the trek late July or early August.

Donations will help close funding gaps for critical medical services and deliver joy, hope and smiles to patients during the toughest part of their young lives. Their goal is to raise $15,000 from donors (already exceeded) ... and they are excited to announce they have a donor who will match the first $5,000 donated.

You can follow George on his Instagram page and/or the donation website. So check it out and let us know your thoughts -- and please donate, as well!

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Trellance23: Tropical Financial's Amy McGraw Shares Best Practices in Hyper-Personalization...

5/29/2023

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Amy McGraw, VP Marketing/Chief Experience Officer at Tropical Financial Credit Union, joined us in the the Studio Lounge to discuss highlights from her conference session: "Making It Personal: Leveraging Data and Technology to Deliver Hyper-Personalized Banking Experiences."

In our talk, Amy takes us on a deep dive on analytics, AI, and common sense in creating a true hyper-personalized experience for their members -- more than 40,000 members, and counting, are receiving this highly effective, personal experience.

Check it out and let us know your thoughts. And be sure to watch more of our Trellance Annual Conference interviews on the video archive page.

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Trellance23: Adlumin's Mark Sangster Shares Factors in Building Cyber Resilience...

5/29/2023

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Mark Sangster, Vice President and Chief Strategy Officer at Adlumin, joined us in the Studio Lounge to close out our coverage of Trellance's 2023 Annual Conference to discuss highlights and insights from his conference presentation on finding factors not fault in building cyber resilience (cybersecurity's best practices).

Check it out and let us know your thoughts. And be sure to watch more of our Trellance Annual Conference interviews on the video archive page.

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Trellance23: Zerta's Dan MacDonald Talks Ransomware Trends in Financial Services...

5/28/2023

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Dan MacDonald, Enterprise Account Manager at Zerto (a Hewlett Packard Enterprise company), stopped by the Studio Lounge to share the latest in ransomware trends in financial services -- as well as how it's hitting the entertainment industry. Crazy stories what's going on out there.

Check it out and let us know your thoughts. And be sure to watch more of our Trellance Annual Conference interviews on the video archive page.

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

#3190: Hofheimer Embarks on Cross-Country Bike Trek to Support Healthcare for Kids...

Trellance23: Tropical Financial's Amy McGraw Shares Best Practices in Hyper-Personalization...

Trellance23: Adlumin's Mark Sangster Shares Factors in Building Cyber Resilience...

Trellance23: Zerta's Dan MacDonald Talks Ransomware Trends in Financial Services...

Mike Lawson, Host

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