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PODCAST: Challenges facing finance leaders

Conversations from the 2023 CUNA Finance Council Conference.

June 2, 2023

The economy and pressures on liquidity and noninterest income dominated discussions at the 2023 CUNA Finance Council Conference in Anaheim, Calif.

This episode of the CUNA News Podcast features conversations from that event. It features:

Christine Messer, chief finance officer (CFO) and senior vice president at $729 million asset Heritage Family Credit Union in Rutland, Vt., and CUNA Finance Council vice chair. She offers insights into a conference session that addressed current economic challenges.

Mira Ness, president/CEO at $71 million asset New York University Federal Credit Union, and Paul Jockisch, CFO at $4 billion asset Stanford Federal Credit Union, discuss how to provide responsible and transparent courtesy pay programs, as well as creative ways to boost noninterest income.

Billy Guthrie and Joe Kennerson, managing directors at Darling Consulting Group, address deposit strategies to take in today’s competitive environment.

Charley McQueen, president/CEO at McQueen Financial Advisors, on taking a boring approach to investment portfolio management.

Amanda Bardonner, vice president of strategic accounts at LendKey, examines the power of active listening in leadership.

You can listen to the CUNA News Podcast on Apple Podcasts, Google Podcasts, Spotify, YouTube, and Stitcher Radio.

In this episode:

1:04: Christine Messer and current economic challenges

5:29:Mira Ness and and Paul Jockisch on transparent courtesy pay and non interest income

12:33: Billy Gurthrie and Joe Kennerson on deposit strategies

18:56: Charlie McQueen on taking a boring approach to investment portfolio management

24:26: Amanda Bardonner on the power of active listening in leadership