Grow Your Credit Union

By: Becky Reed and Joshua Barclay
  • Summary

  • Each week, host Joshua Barclay and co-host Becky Reed dive into the nitty-gritty of successful credit union operations, exploring innovative approaches and leadership insights. We’re more than just a podcast; we’re your go-to resource for turning challenges into opportunities. Join us as we laugh a bit, learn a lot, and push the boundaries of what’s possible in the credit union world.
    2024 - Grow Your Credit Union
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Episodes
  • Five Brand Killers, Gen Z Gaps, and Rebranding for Real Growth
    Jan 7 2025

    Are Credit Unions Missing the Mark on Branding? In this episode of Grow Your Credit Union, host Joshua Barclay and co-host Becky Reed welcome Bethany Dutcher, VP of Marketing at Members First Credit Union, to explore three critical topics that could shape the way your credit union presents itself to the world.

    Five Brand Killers
    Discover why a lack of ownership, consistency, storytelling, real differentiation, and niches can undermine your credit union’s identity. Learn how focusing on emotional connections—and repeating your story more often than you think—keeps your brand top of mind.

    Winning Over Millennials and Gen Z
    With only 5% of younger generations turning to credit unions, it’s time to close the gap. Hear why aligning with their values, providing user-friendly mobile banking, and highlighting cooperative principles can help you stand out in a crowded marketplace.

    Rebranding for Real Growth
    Explore how a strategic brand refresh—rooted in a clear “why”—can fuel asset growth and member loyalty. From surveying employees for honest feedback to involving an internal “brand team,” see why rebranding is more than changing a logo; it’s connecting your culture to your community.

    Visit growyourcreditunion.com to learn more!

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    30 mins
  • Building Trust Before You Call, Big Ears for Better Solutions, & Choosing Your Channels Wisely
    Dec 16 2024

    Are Credit Unions Undervaluing Outreach? In this episode of Grow Your Credit Union, host Joshua Barclay and guest co-host James McBride, CEO of CONNECTS Federal Credit Union, welcome David Sussman, CEO of PFP Services, to explore strategies for more meaningful member engagement and sustainable growth. Together, they tackle three key areas:

    1. Build Trust Before You Call: Discover how a thoughtful, trust-building approach to outbound marketing can turn what’s often seen as an intrusive tactic into a powerful engine for connecting with members on their terms.
    2. Big Ears for Better Solutions: Learn how shifting from product pitches to truly listening first can transform cross-selling into a process driven by empathy, understanding, and member-centric value.
    3. Choosing Channels That Count: Find out why meeting members where they already are—from employer groups and community events to social media—helps credit unions forge stronger, more relevant relationships and drive long-term growth.

    A huge thanks to this episode's sponsor, PFP Services.

    Credit Unions know that engagement is key to success. PFP Services brings expertise, resources, and passion to help you build strong connections with your members. Our goal is to grow your credit union together, forming lasting bonds every step of the way. Partnering with us means a mutually beneficial relationship with absolutely no cost! Visit familysecurityplan.com/credit-unions/ to learn more.

    Listen to all of our episodes at growyourcreditunion.com

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    35 mins
  • The Three Lies of AI, Rate Cuts, and Big Changes Through Baby Steps
    Dec 9 2024

    AI promises big changes, but are credit unions buying into misconceptions that could hold them back? In this episode of Grow Your Credit Union, host Joshua Barclay and guest co-host Elizabeth Osborne, COO, Great Lakes Credit Union are joined by April Clobes, President and CEO, MSU Federal Credit Union to tackle three timely topics:

    • The Three Lies of AI: Common misconceptions about AI in the credit union space and uncover actionable use cases that balance human intelligence with artificial efficiency.
    • Rate Cuts and Member Strategy: Discover how credit unions can leverage rate cuts with innovative deposit products, streamlined refinancing processes, and a focus on financial education.
    • Big Changes Through Baby Steps: Learn how to achieve meaningful progress by focusing on small, data-driven improvements and fostering buy-in across leadership and staff.

    Visit growyourcreditunion.com to learn more!

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    29 mins

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