NTCUE Interviews: Unitus Community's Blaine Bartholomew Outlines His 'Member Rewards Account Program'

CU Broadcast

It's that time of year again when we feature some pretty amazing folks: the CUES Next Top Credit Union Exec finalists. (Stay tuned for more finalist features over the next few days.)

First up is Fort Knox Federal Credit Union Branch Manager Clark Duncan sharing his "FLIP the Switch" project. Clark also discussed why he entered this year's NTCUE contest, as well as career goals, how he sees the competition benefiting the industry, what he's learned throughout the contest's process, and much more.

Check it out and let us know your thoughts. Another exceptional group of NTCUE finalists, so lend them your ear and give them some support. More than likely, they are our industry's future leaders.

Created by Currency Marketing
Supported by DDJ Myers

+ Original article

NTCUE Interviews: Libro’s Emily Strybosch Shares Her Contest Project — ‘Plan with Purpose’

CU Broadcast

Our next Next Top Credit Union Executive finalist is Emily Strybosch, Brand Specialist at Libro Credit Union in London, Ontario, Canada. Emily's project consists of how might we help credit union members ("owners" in Canada) plan for their future and keep them on track to achieve their personal prosperity.

Fascinating topic for sure. So take a few minutes and check it out and let us know your thoughts.

Created by Currency Marketing
Supported by DDJ Myers

+ Original article

NTCUE Interviews: Central Minnesota’s Jodi Maus Shares Management Course Series for CU Execs

CU Broadcast

In our continuing coverage of CUES Next Top Credit Union Exec finalists, we talk with Jodi Maus, Talent Development Specialist at Central Minnesota Credit Union. Jodi joined us to discuss her competition's project Management Courses for credit union employees looking to enhance their careers.

Jodie's 8-session “Management” courses are customized to meet the needs of current and future leaders of credit unions nationwide. Check it out and let us know your thoughts.

Created by Currency Marketing
Supported by DDJ Myers

+ Original article

NTCUE Interviews: MAX Credit Union’s Lynette Cupps Shares Her Unique Small Business Support Project

CU Broadcast

In our continuing series of featuring CUES Next Top Credit Union Exec finalists, we chat with Lynette Cupps, VP Organizational Development at MAX Credit Union. Lynette's project involves supporting small businesses and community organizations beyond the money -- certainly a different twist here.

Lynette's plan is to provide cost effective professional development to smaller credit unions, local small businesses and non-profit organizations to support the credit union movement, community advocacy, and employment stability and economic growth.

Check it out and let us know your thoughts.

Created by Currency Marketing
Supported by DDJ Myers

+ Original article

NTCUE Interviews: Fort Knox FCU’s Clark Duncan Shares His ‘FLIP the Switch’ Project

CU Broadcast

It's that time of year again when we feature some pretty amazing folks: the CUES Next Top Credit Union Exec finalists. (Stay tuned for more finalist features over the next few days.)

First up is Fort Knox Federal Credit Union Branch Manager Clark Duncan sharing his "FLIP the Switch" project. Clark also discussed why he entered this year's NTCUE contest, as well as career goals, how he sees the competition benefiting the industry, what he's learned throughout the contest's process, and much more.

Check it out and let us know your thoughts. Another exceptional group of NTCUE finalists, so lend them your ear and give them some support. More than likely, they are our industry's future leaders.

Created by Currency Marketing
Supported by DDJ Myers

+ Original article

The Top 10 Applicants For CUES’ Next Top CU Exec Advance

CUtoday.info

Public voting has ended and CUES Next Top Credit Union Exec (NTCUE) has announced its Top 10 applicants for 2018.

The NTCUE competition–held in partnership with DDJ Myers and powered by Currency–searches for emerging leaders age 35 and under from within the credit union industry.

“We were pleased to have had 163 worthy young credit union leaders nominated for this, our ninth year of competition. Of those nominated, twenty-three applied by submitting an entry video,” said John Pembroke, CUES’ president/CEO. “After putting the twenty-three applicants to a public vote, we were delighted to see the votes flood in; we had well over 3,200 this year.”

The top five vote-getters automatically advanced to the Top 10 phase, and five additional applicants were chosen by a special judging panel of former NTCUE finalists to round out the Top 10, CUES said.

Named to the Top 10 in the CUES Next Top Credit Union Exec competition are:

  • Lorna Adams, 34, Talent Management Specialist, Anheuser-Busch Employees’ Credit Union, St. Louis, Missouri, United States
  • Blaine Bartholomew, 35, AVP of Member Experience, Unitus Community Credit Union, Portland, Oregon, United States
  • Lynette Cupps, 35, VP Organizational Development, MAX Credit Union, Montgomery, Alabama, United States
  • Clark Duncan, 26, Branch Manager, Fort Knox Federal Credit Union, Radcliff, Kentucky, United States
  • Aubrey Gallagher, 31, Compliance Assistant, Heartland Credit Union, Hutchinson, Kansas, United States
  • Brittany Martin, 24, Business Development Specialist, Mill City Credit Union, Minnetonka, Minnesota, United States
  • Jodi Maus, 33, Talent Development Specialist, Central Minnesota Credit Union, Melrose, Minnesota, United States
  • Mackenzie Schultz, 25, Loan Processor, Blackhawk Community Credit Union, Janesville, Wisconsin, United States
  • Symantha Sermino, 34, Commercial Loan Processor, Northwest Community Credit Union, Eugene, Oregon, United States
  • Emily Strybosch, 31, Brand Specialist, Libro Credit Union, London, Ontario, Canada

CUES said the Top 10 will now submit a blog post update about their project to NextTopCreditUnionExec.com. To provide additional value to the competition experience, they’ll each receive an executive coaching session from DDJ Myers. A judging panel of two CUES members and Deedee Myers of DDJ Myers will then score the Top 10’s applications and blog posts, narrowing the competition to the Final Five, who will move on to the finals.

The five Finalists will receive additional coaching, airfare, accommodations and registration to CUES’ CEO/Executive Team Network, Nov. 5-7 in Nashville, where they will give their final presentations. The winner will receive further coaching, airfare, accommodations and registration for two CUES’ CEO Institutes, a total prize package valued at $20,000.

+ Original article

Ten CUES® Next Top Credit Union Exec applicants advance

CUInsight

Public voting has ended and CUES Next Top Credit Union Exec (NTCUE) has announced its Top 10 applicants for 2018. The NTCUE competition–held in partnership with DDJ Myers and powered by Currency–searches for emerging leaders age 35 and under from within the credit union industry.

“We were pleased to have had 163 worthy young credit union leaders nominated for this, our ninth year of competition. Of those nominated, twenty-three applied by submitting an entry video,” said John Pembroke, CUES’ President/CEO. “After putting the twenty-three applicants to a public vote, we were delighted to see the votes flood in; we had well over 3,200 this year.”

The top five vote-getters automatically advanced to the Top 10 phase, and five additional applicants were chosen by a special judging panel of former NTCUE finalists to round out the Top 10.

Named to the Top 10 in the CUES Next Top Credit Union Exec competition are:

  • Lorna Adams, 34, Talent Management Specialist, Anheuser-Busch Employees’ Credit Union, St. Louis, Missouri, United States
  • Blaine Bartholomew, 35, AVP of Member Experience, Unitus Community Credit Union, Portland, Oregon, United States
  • Lynette Cupps, 35, VP Organizational Development, MAX Credit Union, Montgomery, Alabama, United States
  • Clark Duncan, 26, Branch Manager, Fort Knox Federal Credit Union, Radcliff, Kentucky, United States
  • Aubrey Gallagher, 31, Compliance Assistant, Heartland Credit Union, Hutchinson, Kansas, United States
  • Brittany Martin, 24, Business Development Specialist, Mill City Credit Union, Minnetonka, Minnesota, United States
  • Jodi Maus, 33, Talent Development Specialist, Central Minnesota Credit Union, Melrose, Minnesota, United States
  • Mackenzie Schultz, 25, Loan Processor, Blackhawk Community Credit Union, Janesville, Wisconsin, United States
  • Symantha Sermino, 34, Commercial Loan Processor, Northwest Community Credit Union, Eugene, Oregon, United States
  • Emily Strybosch, 31, Brand Specialist, Libro Credit Union, London, Ontario, Canada

The Top 10 will now submit a blog post update about their project to NextTopCreditUnionExec.com. To provide additional value to the competition experience, they’ll each receive an executive coaching session from DDJ Myers, a Silver CUESolutions provider for their succession planning, executive recruitment and leadership coaching services. A judging panel of two CUES members and Deedee Myers of DDJ Myers will then score the Top 10’s applications and blog posts, narrowing the competition to the Final Five, who will move on to the finals.

The five Finalists will receive additional coaching, airfare, accommodations and registration to CUES’ CEO/Executive Team Network™, November 5-7 in Nashville, where they will give their final presentations. The winner will receive further coaching, airfare, accommodations and registration for two CUES’ CEO Institutes, a total prize package valued at $20,000.

To follow along with the next stages of the competition, visit NextTopCreditUnionExec.com.

+ Original article

Brooklyn Park Couple Promotes Affordable Adoption Idea

CCX Media | By Shannon Slatton

There's never a dull moment in the Bullock house. Seven-year-old Alaya and 4-year-old Annika keep life busy and their parents on their toes. Their parents, Nicole and Geoff, wouldn’t have it any other way.

When Nicole and Geoff married 11 years ago, they knew they wanted to build a family.

"We thought about it the traditional way, but we kept going, we felt a call, a burden, a tug to go in another direction," remembered Nicole. 

The couple became foster parents first, then went a step further.

"It turned from foster care into adoption and we met our oldest daughter though foster care and she’s amazing and we had the opportunity to adopt her three months into having her, so here we are," said Nicole.

A few years later, they had the opportunity to adopt Alaya's sister, Annika. But the price to adopt a newborn was high.

"I told Nicole, I’ll work five jobs if I have to, she’s our daughter and this needs to happen," said Geoff.

Instead, the couple sold their Brooklyn Park home and used equity and savings to pay for the adoption.

"We thought there has to be a better way for other families to adopt," says Geoff. "What about families that don’t have resources and what about families that would be great homes for kids, but don’t have $30,000 sitting around the house?"

An Idea was Born

Geoff works for Firefly Credit Union and came up with an idea to make a credit line available for families. He entered his idea in a national contest and won. On Jan. 2, Firefly Credit Union launched that new line of credit. Instead of taking out a loan where families are responsible for interest right away, a credit line is available so families only have to pay interest on the amount they use.

While the Bullocks say the decision to sell their home to pay for their second daughter’s adoption was an easy one, they are thankful other families won’t have to make this same decision.

"I really hope we can help families get over that barrier," says Nicole. "So they can reach out and connect with other children who need a home and forever families."

+ Original article

Brooklyn Park dad dreams up line of credit to help families adopt

Minnesota Credit Union Network The Pulse

Like her 7-year-old sister Alaya, 4-year-old Annika Bullock is a daddy’s girl — except when she’s under the weather. Then no one but Mom will do.

That’s why Nicole Bullock celebrated her recent 39th birthday with her feverish younger daughter on her lap, watching a movie in the family’s dining-room-turned-playroom.

“I’m the one that buys them too many stuffed animals and lets them break the rules, but when they’re in distress, I’m not as good as she is,” said dad Geoff Bullock of his wife.

The Brooklyn Park couple had to work hard to experience the everyday joys of parenting. In fact, they had to bet the house to build their family through adoption.

The Bullocks adopted Alaya from the foster care system when she turned 1. Two years later, they had taken custody of newborn Annika while preparing to adopt her. But complications in finalizing Annika’s adoption arose, and with them, almost $30,000 in legal fees and other expenses.

“We’d already had her for three months. We’d named her. I told Nicole, ‘I’ll work five jobs if I have to. She’s our daughter,’ ” Geoff said.

Although $30,000 may sound exorbitant, many families face those kinds of expenses when adopting. According to Adoptive Families magazine, which conducts an annual survey on the cost of finalizing adoptions, an average international adoption costs $42,000, while adoption of a domestic newborn averaged $37,000 in 2015-16.

To raise money to finance Annika’s adoption, the Bullocks sold the Brooklyn Park home they had bought as a fixer-upper, cashing out their sweat equity to pay the adoption-related bills.

“I thought there’s got to be another way, a better way for families like us to do this,” Geoff said.

He made it his mission to find one.

A financial education specialist at Burnsville-based Firefly Credit Union, Geoff went to work crafting a new type of loan — an adoption line of credit.

Because the adoption process often takes several years, this financing allows families to borrow bit by bit as expenses arise instead of taking out a large loan. That can dramatically lower their interest costs over the life of the loan.

Bullock entered his idea for an adoption line of credit in the CUES Next Top Credit Union Executive contest, a national industry competition that rewards innovative ideas from local credit union managers.

“We ask participants to come up with a product that could have industrywide impact, not just for their individual credit union,” said Tim McAlpine of Currency Marketing, the credit union industry organization that sponsored the competition.

“Geoff’s idea doesn’t solve a Minnesota problem,” McAlpine said. “It could be a nationwide solution to an issue.”

Bullock’s idea stood out among the thousand entries in the CUES contest. He was named a finalist in an October convention in Las Vegas, where he pitched his idea again, in a reality show-style competition — complete with a panel of judges, elimination rounds and online voting from the audience.

He was chosen as the national winner.

“Through his own experience, Geoff had beta-tested the concept and proved the relevancy of it,” said McAlpine, who presented the award. “He married an unmet market need with an applicable product. When the judges heard it, they had an aha moment.”

“When they made the announcement, I started crying,” Nicole Bullock said. “Not just because I was proud of Geoff but because I knew this means other people will be able to be parents and kids will get their forever families.”

Firefly Credit Union began offering its adoption loan — an unsecured fixed-rate line of credit — on Jan. 2. The loan is available so far only to adoptive families approved through Children’s Home Society/Lutheran Social Service, which is Minnesota’s largest adoption agency.

“We’ve known for years that financing adoption is a significant barrier for some families, so we’re always looking for new tools that a family can access,” said Alexis Oberdorfer, senior director of adoption for the agency. “We’re excited about the possibilities of an adoption line of credit. We met with Geoff and gave him input to help this option move forward.”

For kids, for families
Oberdorfer said families that adopt waiting children from the foster care system have minimal expenses, but confirmed that families who take the more expensive route of adopting infants face steep costs related to screening, transportation and legal fees.

Some families qualify for a federal adoption tax credit, and others can take advantage of grants or adoption expense reimbursement programs offered in some company benefit packages.

More affluent families may be able to front the costs, but many prospective parents end up borrowing from their retirement savings, hitting up friends and relatives for loans or taking second jobs.

“When families learn about the costs, so often their hearts sink and they have to slow down, go back and regroup,” Oberdorfer said. “We want families getting ready to engage with the process to have every vehicle possible to move forward.”

In the years since the Bullocks sold their fixer-upper to finance their bills, they’ve finalized Annika’s adoption and moved into a new house.

While winning the credit union contest has been a professional highlight for Bullock, he said, he’s more delighted that his idea may help other couples in their quest to become parents.

“Credit unions are collaborative. They don’t hold onto something and say, ‘This is a proprietary idea that’s mine.’ They’re willing to share,” he said. “Folks came up to me after the competition, [and asked] ‘How do I get this at my credit union?’ This is going to be good for them and good for kids who need families.”

That makes Bullock’s work on the credit line more than worth it.

“You could not find two sweeter, kinder, more loving girls than my daughters,” he said. “Our greatest joy in life is being their parents. You can’t put a price on that.”

+ Original article

Brooklyn Park dad dreams up line of credit to help families adopt

StarTribune  |  By Kevyn Burger

Like her 7-year-old sister Alaya, 4-year-old Annika Bullock is a daddy’s girl — except when she’s under the weather. Then no one but Mom will do.

That’s why Nicole Bullock celebrated her recent 39th birthday with her feverish younger daughter on her lap, watching a movie in the family’s dining-room-turned-playroom.

“I’m the one that buys them too many stuffed animals and lets them break the rules, but when they’re in distress, I’m not as good as she is,” said dad Geoff Bullock of his wife.

 RENÉE JONES SCHNEIDER • RENEE.JONES@STARTRIBUNE.COM

RENÉE JONES SCHNEIDER • RENEE.JONES@STARTRIBUNE.COM

The Brooklyn Park couple had to work hard to experience the everyday joys of parenting. In fact, they had to bet the house to build their family through adoption.

The Bullocks adopted Alaya from the foster care system when she turned 1. Two years later, they had taken custody of newborn Annika while preparing to adopt her. But complications in finalizing Annika’s adoption arose, and with them, almost $30,000 in legal fees and other expenses.

“We’d already had her for three months. We’d named her. I told Nicole, ‘I’ll work five jobs if I have to. She’s our daughter,’ ” Geoff said.

Although $30,000 may sound exorbitant, many families face those kinds of expenses when adopting. According to Adoptive Families magazine, which conducts an annual survey on the cost of finalizing adoptions, an average international adoption costs $42,000, while adoption of a domestic newborn averaged $37,000 in 2015-16.

To raise money to finance Annika’s adoption, the Bullocks sold the Brooklyn Park home they had bought as a fixer-upper, cashing out their sweat equity to pay the adoption-related bills.

“I thought there’s got to be another way, a better way for families like us to do this,” Geoff said.

He made it his mission to find one.

A financial education specialist at Burnsville-based Firefly Credit Union, Geoff went to work crafting a new type of loan — an adoption line of credit.

Because the adoption process often takes several years, this financing allows families to borrow bit by bit as expenses arise instead of taking out a large loan. That can dramatically lower their interest costs over the life of the loan.

Bullock entered his idea for an adoption line of credit in the CUES Next Top Credit Union Executive contest, a national industry competition that rewards innovative ideas from local credit union managers.

“We ask participants to come up with a product that could have industrywide impact, not just for their individual credit union,” said Tim McAlpine of Currency Marketing, the credit union industry organization that sponsored the competition.

“Geoff’s idea doesn’t solve a Minnesota problem,” McAlpine said. “It could be a nationwide solution to an issue.”

Bullock’s idea stood out among the thousand entries in the CUES contest. He was named a finalist in an October convention in Las Vegas, where he pitched his idea again, in a reality show-style competition — complete with a panel of judges, elimination rounds and online voting from the audience.

He was chosen as the national winner.

“Through his own experience, Geoff had beta-tested the concept and proved the relevancy of it,” said McAlpine, who presented the award. “He married an unmet market need with an applicable product. When the judges heard it, they had an aha moment.”

“When they made the announcement, I started crying,” Nicole Bullock said. “Not just because I was proud of Geoff but because I knew this means other people will be able to be parents and kids will get their forever families.”

Firefly Credit Union began offering its adoption loan — an unsecured fixed-rate line of credit — on Jan. 2. The loan is available so far only to adoptive families approved through Children’s Home Society/Lutheran Social Service, which is Minnesota’s largest adoption agency.

“We’ve known for years that financing adoption is a significant barrier for some families, so we’re always looking for new tools that a family can access,” said Alexis Oberdorfer, senior director of adoption for the agency. “We’re excited about the possibilities of an adoption line of credit. We met with Geoff and gave him input to help this option move forward.”

For kids, for families
Oberdorfer said families that adopt waiting children from the foster care system have minimal expenses, but confirmed that families who take the more expensive route of adopting infants face steep costs related to screening, transportation and legal fees.

Some families qualify for a federal adoption tax credit, and others can take advantage of grants or adoption expense reimbursement programs offered in some company benefit packages.

More affluent families may be able to front the costs, but many prospective parents end up borrowing from their retirement savings, hitting up friends and relatives for loans or taking second jobs.

“When families learn about the costs, so often their hearts sink and they have to slow down, go back and regroup,” Oberdorfer said. “We want families getting ready to engage with the process to have every vehicle possible to move forward.”

In the years since the Bullocks sold their fixer-upper to finance their bills, they’ve finalized Annika’s adoption and moved into a new house.

While winning the credit union contest has been a professional highlight for Bullock, he said, he’s more delighted that his idea may help other couples in their quest to become parents.

“Credit unions are collaborative. They don’t hold onto something and say, ‘This is a proprietary idea that’s mine.’ They’re willing to share,” he said. “Folks came up to me after the competition, [and asked] ‘How do I get this at my credit union?’ This is going to be good for them and good for kids who need families.”

That makes Bullock’s work on the credit line more than worth it.

“You could not find two sweeter, kinder, more loving girls than my daughters,” he said. “Our greatest joy in life is being their parents. You can’t put a price on that.”

+ Original article

CETNET Interviews: 2017 NTCUE Winner Geoff Bullock Shares His Winning ‘Bridging the Gap’ Project…

CU Broadcast

CUES' 2017 Next Top Credit Union Executive competition has a winner: Firefly Credit Union Financial Education Specialist Geoff Bullock took the top prize with his unique "Bridging the Gap" lending program for adoptive parents. Geoff's passionate presentation truly came from the heart, as he and his wife have personal experience in the very expensive world of adopting children. He saw a huge need to provide many, many adoptive parents out there with a clear way to afford the adoption process -- with credit unions leading the way.

Currency Marketing President and Creative Director Tim McAlpine joined us, as well, to share his thoughts on this year's competition, how it's evolved over the last eight years, and how this year's finalists were off-the-charts talented -- making it very difficult to choose a winner.

Check it out and let us know your thoughts -- and congratulations, again, Geoff. Well done!

+ Original article

CETNET Interviews: Firefly’s Geoff Bullock Shares His NTCUE ‘Adoption’ Loans Project…

CU Broadcast

Geoff Bullock, Financial Education Specialist at Firefly Credit Union and CUES Next Top Credit Union Exec finalist shares his competition project: "Bridging the Gap." Check it out and let us know your thoughts.

+ Original article

CETNET Interviews: Red Rocks’ Jessica Vartanian Shares Her NTCUE Member Experience Project…

CU Broadcast

Jessica Vartanian, VP, Project Implementation and Impact at Red Rocks Credit Union and CUES Next Top Credit Union Exec finalist visited us in the Studio Lounge just after her presentation to share further details on her NTCUE project: Re-engineering the Member Journey." Check it out and let us know your thoughts.

+ Original article

CETNET Interviews: Northwest FCU’s Derek Fuzzell Shares His NTCUE F.A.R.E. Project…

CU Broadcast

Derek Fuzzell, Vice President - Finance at Northwest Federal Credit Union and CUES Next Top Credit Union Exec finalist joined us in the Studio Lounge just after his NTCUE presentation to share further insight on his project: "F.A.R.E. Framework: Financial Management for Credit Union Professionals."  Check it out and let us know your thoughts.

+ Original article

CETNET Interviews: Y-12’s Lindsey McMillen Shares Her NTCUE Risk-Based Check Cashing Project...

CU Broadcast

Lindsey McMillen, Business Systems Analyst at Y-12 Federal Credit Union and CUES Next Top Credit Union Exec finalist dropped by the Studio Lounge after her presentation to share further insight on her NTCUE project: Risk Based Check Cashing. Check it out and let us know your thoughts.

+ Original article

CETNET Interviews: DuPont Community’s Josh Gelser Shares NTCUE PMO Project…

CU Broadcast

Joshua Gelser, Strategic Project Manager at DuPont Community Credit Union and CUES Next Top Credit Union Exec finalist, joined us in the Studio Lounge after his onstage presentation to divulge a few more details on his NTCUE project: Project Management Office. Check it out and let us know your thoughts.

+ Original article

Geoff Bullock of Firefly Credit Union Named CUES Next Top Credit Union Exec

Minnesota Credit Union Network The Pulse

Geoff Bullock, financial education specialist with $1.1B Firefly Credit Union, Burnsville, Minn., United States, was named the 2017 CUES Next Top Credit Union Exec (NTCUE) this morning.

Bullock’s project about bridging the financial gap for adoptive families was chosen from a group of international applicants, all age 35 or under, whom a team of judges selected as Finalists in August. As one of five Finalists, Bullock’s blog and video updates over the past few months provided the industry with an insight into the project’s progress, and culminated with a final presentation Wednesday at CUES CEO/Executive Team Network™.  Bullock emerged the winner after a four-part scoring process that included judging panel results, a measurement of his social media engagement, plus audience and online voting.

Bullock, highlighted how his state of Minnesota became a central stop on “The Orphan Train” in the mid-1800s, and how it remains first in the United States in adoptions per capita. Bullock’s project idea was to create a unique loan product that would allow families wishing to adopt to have financial support and guidance throughout the process. In his presentation, Bullock provided suggestions for how credit unions of any size could implement similar programs of their own.

CUES president/CEO John Pembroke said, “Attendees at CEO/Executive Team Network were excited that Geoff Bullock and the rest of this year’s NTCUE Finalists continue to demonstrate that the future of the credit union movement is strong and the plans and ideas coming from this next generation of leaders are both smart and achievable.”
 

The other four Finalists were:

 

  • Derek Fuzzell of $3.258B Northwest Federal Credit Union, Herndon, Va.; 
  • Josh Gelser of $1.1B DuPont Community Credit Union, Waynesboro, Va.; 
  • Lindsey McMillen of $1B Y-12 Federal Credit Union, Oak Ridge, Tenn.; and
  • Jessica Vartanian of $270M Red Rocks Credit Union, Littleton, Colo.

Bullock wins a $20,000 educational prize package that includes registration, accommodation and economy airfare to any two of CUES’ coveted CEO Institutes – one in 2018 and one in 2019 – and two remote coaching sessions from Silver CUESolutions provider, strategic partner and challenge sponsor DDJ Myers Ltd. of Phoenix. Watch for further updates on Bullock’s project at www.NextTopCreditUnionExec.com.
 
CUES (www.cues.org) is the go-to source credit union professionals rely on for the highest quality talent development. We serve the evolving needs of the industry with excellence and value, making it stronger along the way. CUES offers highly rated institutes, conferences, and seminars, convenient online learning options, and progressive strategic solutions.

Currency (www.currencymarketing.ca) is a credit union-focused marketing firm. Our unique programs—It’s a Money Thing, Young & Free and Next Top Credit Union Exec—focus on helping credit unions raise awareness, build relationships and foster financial empowerment with young adults.


Based in Phoenix, Ariz., DDJ Myers (www.ddjmyers.com) offers executive recruitment, strategic organization, and customized leadership programs.

+ Original article

Geoff Bullock of Firefly Credit Union Named CUES Next Top Credit Union Exec

Press Release Point

 

Geoff Bullock, financial education specialist with $1.1B Firefly Credit Union, Burnsville, Minn., United States, was named the 2017 CUES Next Top Credit Union Exec (NTCUE) this morning.
 

Bullock’s project about bridging the financial gap for adoptive families was chosen from a group of international applicants, all age 35 or under, whom a team of judges selected as Finalists in August. As one of five Finalists, Bullock’s blog and video updates over the past few months provided the industry with an insight into the project’s progress, and culminated with a final presentation Wednesday at CUES CEO/Executive Team Network™.  Bullock emerged the winner after a four-part scoring process that included judging panel results, a measurement of his social media engagement, plus audience and online voting.
 

Bullock, highlighted how his state of Minnesota became a central stop on “The Orphan Train” in the mid-1800s, and how it remains first in the United States in adoptions per capita. Bullock’s project idea was to create a unique loan product that would allow families wishing to adopt to have financial support and guidance throughout the process. In his presentation, Bullock provided suggestions for how credit unions of any size could implement similar programs of their own.
 

CUES president/CEO John Pembroke said, “Attendees at CEO/Executive Team Network were excited that Geoff Bullock and the rest of this year’s NTCUE Finalists continue to demonstrate that the future of the credit union movement is strong and the plans and ideas coming from this next generation of leaders are both smart and achievable.”
 

The other four Finalists were:

 

  • Derek Fuzzell of $3.258B Northwest Federal Credit Union, Herndon, Va.; 
  • Josh Gelser of $1.1B DuPont Community Credit Union, Waynesboro, Va.; 
  • Lindsey McMillen of $1B Y-12 Federal Credit Union, Oak Ridge, Tenn.; and
  • Jessica Vartanian of $270M Red Rocks Credit Union, Littleton, Colo.

Bullock wins a $20,000 educational prize package that includes registration, accommodation and economy airfare to any two of CUES’ coveted CEO Institutes – one in 2018 and one in 2019 – and two remote coaching sessions from Silver CUESolutions provider, strategic partner and challenge sponsor DDJ Myers Ltd. of Phoenix. Watch for further updates on Bullock’s project at www.NextTopCreditUnionExec.com.

 
CUES (www.cues.org) is the go-to source credit union professionals rely on for the highest quality talent development. We serve the evolving needs of the industry with excellence and value, making it stronger along the way. CUES offers highly rated institutes, conferences, and seminars, convenient online learning options, and progressive strategic solutions.

Currency (www.currencymarketing.ca) is a credit union-focused marketing firm. Our unique programs—It’s a Money Thing, Young & Free and Next Top Credit Union Exec—focus on helping credit unions raise awareness, build relationships and foster financial empowerment with young adults.


Based in Phoenix, Ariz., DDJ Myers (www.ddjmyers.com) offers executive recruitment, strategic organization, and customized leadership programs.

+ Original article

Bullock named 2017 CUES Next Top Credit Union Exec

CUInsight

Geoff Bullock, financial education specialist with $1.1B Firefly Credit Union, Burnsville, Minn., United States, was named the 2017 CUES Next Top Credit Union Exec (NTCUE) this morning.

Bullock’s project about bridging the financial gap for adoptive families was chosen from a group of international applicants, all age 35 or under, whom a team of judges selected as Finalists in August. As one of five Finalists, Bullock’s blog and video updates over the past few months provided the industry with an insight into the project’s progress, and culminated with a final presentation Wednesday at CUES CEO/Executive Team Network™(www.cues.org/cnet).  Bullock emerged the winner after a four-part scoring process that included judging panel results, a measurement of his social media engagement, plus audience and online voting.

Bullock, highlighted how his state of Minnesota became a central stop on “The Orphan Train” in the mid-1800s, and how it remains first in the United States in adoptions per capita. Bullock’s project idea was to create a unique loan product that would allow families wishing to adopt to have financial support and guidance throughout the process. In his presentation, Bullock provided suggestions for how credit unions of any size could implement similar programs of their own.

CUES president/CEO John Pembroke said, “Attendees at CEO/Executive Team Network were excited that Geoff Bullock and the rest of this year’s NTCUE Finalists continue to demonstrate that the future of the credit union movement is strong and the plans and ideas coming from this next generation of leaders are both smart and achievable.”

The other four Finalists were:

  • Derek Fuzzell of $3.258B Northwest Federal Credit Union, Herndon, Va.;
  • Josh Gelser of $1.1B DuPont Community Credit Union, Waynesboro, Va.;
  • Lindsey McMillen of $1B Y-12 Federal Credit Union, Oak Ridge, Tenn.; and
  • Jessica Vartanian of $270M Red Rocks Credit Union, Littleton, Colo.

Bullock wins a $20,000 educational prize package that includes registration, accommodation and economy airfare to any two of CUES’ coveted CEO Institutes – one in 2018 and one in 2019 – and two remote coaching sessions from Silver CUESolutions provider, strategic partner and challenge sponsor DDJ Myers Ltd. of Phoenix. Watch for further updates on Bullock’s project at www.NextTopCreditUnionExec.com.

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Vote now for 2017 CUES® Next Top Credit Union Exec

CUInsight

Who will advance from our five Finalists to become the CUES Next Top Credit Union Exec? That’s up to YOU. Watch the live streamed presentations by our Finalists on October 11 starting at 12:15 p.m. Pacific time and then get ready to vote.

Earlier this year, 19 young, emerging leaders from within the credit union industry created video applications on NextTopCreditUnionExec.com(www.ntcue.com). From there, a judging panel and public vote narrowed the field to the Top 15. A separate judging panel then reduced the Top 15 down to the five Finalists. Now, with the help of the public, it’s time to choose the winner.

Each of the five Finalists produced a number of blogs and videos updating followers on their project idea. Online voting takes place on Tuesday, October 11 from 3:00 p.m. to 11:00 p.m. Pacific time. The winner will be announced live at 12:45 p.m. Pacific time on Thursday, October 12, 2017.

The NTCUE website will live stream the announcement of the winner. The winner will receive a CUES educational package valued at $20,000, and the honor of being named 2017 CUES Next Top Credit Union Exec.

The NTCUE competition–held in partnership with DDJ Myers and powered by Currency–searches for emerging leaders age 35 and under from within the credit union industry. To read the blogs, view the videos and extras that the five Finalists have created about their project, and then vote for your favorite, visit www.NextTopCreditUnionExec.com.

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