What happens when you put smart people on a bus, drive them to interesting places in Washington, DC and Virginia, introduce them to even smarter people, and challenge them to improve consumers' financial lives?
Read MoreJamming in Wisconsin
I made my maiden voyage to Wisconsin last week. Known as the Credit Union Mecca, Madison is home to CUNA, CUNA Mutual, WOCCU, CUES and the Filene Research. Matt Davis gave me the grand tour while I was there. It was a pretty cool trip.
Read MoreTweeting in Times of Tragedy
Avoiding cringe-worthy tweets during times of tragedy just takes a little forethought. Here are some fails, and a few tips to help you navigate tweeting when world events take center stage.
April—Financial Literacy Month
We are at the tail end of Financial Literacy Month in the US for 2013, with the week of April 21–27 tagged as National Credit Union Youth Week.
Read MoreCredit Union Unboxing
Recently, I bought a new thermometer for our home. There was nothing wrong with our current model—it was programmable and did a fine job of controlling the heat and air conditioning. In fact, I had never given the subject any thought whatsoever.
Read MoreYoung & Free Florida Launched by Tropical Financial Credit Union
We helped Tropical Financial Credit Union launch Young & Free Florida today. Based in Miramar, Florida, Tropical Financial has over $600 million in assets and serves 55,000 members in the South Florida market. Tropical Financial has a number of key components going for it that will make Young & Free Florida really work.
Read MoreShaking and Jamming in Colorado
Five years ago this week, Larissa Walkiw and I presented at the 2008 CUES Execu/Summit in Steamboat Springs, Colorado. Fast forward to 2013 and I'm back for another go. This time in Snowmass Village, Colorado which is just down the road from Aspen.
Read MoreCUNA GAC Foreign Correspondent
Over the past few days, I had the pleasure of attending the Credit Union National Association Government Affairs Conference in Washington, DC. With over 4,200 attendees, the GAC is the largest credit union conference in the world with the largest exhibitor hall of any financial services conference in the world.
Read MoreYoung & Free Alabama Launched By Guardian Credit Union
We helped Guardian Credit Union launch Young & Free Alabama today. Based in the Montgomery, Alabama, Guardian has $225 million in assets and serves 34,000 members. While Guardian is the smallest credit union to undertake Young & Free on its own, it is one of the fastest growing credit unions in the state of Alabama.
Read MoreThe Entrepreneurial Credit Union?
I live in two worlds. On one hand, I am an entrepreneur who left my last real job 23 years ago to start a design and marketing agency. I traded the safe 9 to 5 long ago and have employed a small team ever since. Entrepreneurship is risky.
Read More