The Credit Union Leadership Podcast

40 Episodes
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By: ServiStar Consulting

Credit Union leaders have benefited from the credit union-specific, research-based training ServiStarConsulting provides. This podcast highlights the benefits of our training programs while bringing in those in the industry who are subject matter experts. Sit back, relax, and listen to this credit union industry podcast that has been on the air for nearly 10 years.

Winning Strategies - Ignite Your Why
#160
Last Wednesday at 3:00 PM

When leaders lose clarity, they lose energy. Many credit union professionals are running hard but feel like they are running on fumes. In this episode, Scott walks through how defining a personal purpose statement can restore direction, hope, and resilience. Drawing from Gallup research and his own season of burnout, he explains how purpose becomes a decision filter, not just an inspirational phrase. You will learn how to connect the credit union movement, your organization’s mission, your department’s role, and your personal calling into one aligned North Star. If you want to lead with conviction instead of exha...


Work-Life Integration: Lead with purpose, not pressure
#163
03/25/2026

Work-life balance sounds good, but it often fails in practice. Leaders are left feeling stretched, reactive, and stuck in constant tension between priorities. In this episode, Scott and Scott introduce a better model. Work-life integration. Instead of separating work and life, they show how to align both through purpose, intentional habits, and clear decision making. This conversation gives leaders a practical plan to improve performance, strengthen relationships, and build resilience without burning out. If you are trying to coach your team, lead through change, and still protect your energy, this episode will help you take back control and lead...


Cutting Through the Fog - Purpose, Burnout, and Leadership Presence with Dr. Matt Paden
#161
03/12/2026

Many leaders today are exhausted. The demands of service, the pressure of results, and the constant pace of change can quietly pull leaders into what Dr. Matt Paden calls “the fog.” In this episode, Scott and Scott sit down with leadership coach and author Dr. Matt Paden to unpack what burnout really looks like and how leaders can find their way back to clarity and purpose. The conversation centers on servant leadership, resilience, and the power of reconnecting to your personal North Star. If you have ever felt the weight of leadership isolation or watched your energy slowly drain, this...


Rebrand to Mission with Nate Anderson
#158
02/27/2026

Most rebrands fail because they change the logo but never clarify the why. In this episode, we sit down with Nate Anderson, CEO of Rekindle, formerly RK Go Big, to unpack what it looks like to rebrand from the inside out. This is not a cosmetic update. It is a mission reset. Nate walks through how anchoring decisions to purpose sharpens strategy, builds trust, and unifies boards, staff, and partners. If your credit union is rethinking identity, growth, or collaboration, this conversation will challenge you to use rebranding as a mission accelerant. You will hear how repetition, clarity, and...


Winning Strategies - Building a Sales & Service Culture
#157
02/12/2026

A strong sales and service culture is not built by slogans. It is built by behaviors that leaders reinforce every day. In this episode, Scott Albrecht breaks down what it really takes to create a credit union culture that drives growth while staying rooted in member impact. From emotional energy to self discipline and courage, Scott challenges leaders to stop chasing outcomes and start coaching the actions that create them. You will hear practical strategies for maximizing member relationships, raising minimum expectations, and aligning your team around financial wellness. If you want your staff to serve with confidence and...


Driving Credit Union Success with Innovation and Focus with Jed Meyer
#156
01/30/2026

Growth does not come from chasing every idea. It comes from knowing who you are and executing with discipline. In this episode, Scott sits down with Jed Meyer, President and CEO of St. Cloud Federal Credit Union, to unpack how clarity of value proposition fuels smarter decisions and meaningful innovation. Jed shares why focus is a leadership advantage, how calculated risk can serve members well, and what credit union leaders can learn from resilience, teamwork, and accountability. From stable coins to artificial intelligence, this conversation challenges leaders to think forward without losing sight of the human connection that defines...


6½ Habits of Highly Defective Bosses and the Fixes with Joel Hilchey
#155
01/15/2026

Most leadership breakdowns are not about effort. They are about habits. In this episode, Scott and Scott sit down with Joel Hilchey to name the behaviors that quietly derail managers and, more importantly, how to fix them fast. From accidental bosses to scattered priorities, Joel challenges leaders to stop reacting and start leading with clarity and rhythm. Using practical tools you can apply this week, the conversation reframes leadership as removing friction, setting clear standards, and becoming a steady lighthouse instead of a spinning disco ball. If your team feels busy but not strong, this episode gives you the...


Demystifying Mentorship – Choosing and Maximizing the Right Mentor
#154
12/19/2025

Mentorship can accelerate a career or quietly stall it depending on how intentional you are. Too often leaders collect mentors without clarity, structure, or purpose. In this episode, Scott and Scott break down what effective mentorship really looks like and how emerging leaders can use it as a strategic advantage. They unpack the three types of mentors every leader needs at different seasons, explain why your boss is rarely the right choice, and show how to bring structure to the relationship from day one. This conversation turns mentorship from a vague idea into a practical growth tool that builds...


Flexible Leadership with CEO Mike Valentine of Baxter Credit Union (BCU)
#153
12/05/2025

Great cultures do not happen by accident. They are built by leaders who stay connected to their people and know how to flex when the moment demands it. In this episode, Scott sits down with Mike Valentine, CEO of Baxter Credit Union, to explore what people first leadership looks like in real life. Mike shares how BCU sustained engagement through the pandemic, how flexibility became a strategic advantage, and why relationships and continuous feedback still drive results in a hybrid world. His perspective blends humility, clarity, and conviction. Whether you lead a team of five or a credit union...


Delegation: Did We Match Mike
#152
11/24/2025

Delegation is one of the most powerful tools a leader has, yet it is also one of the most misunderstood. Too many managers hand off tasks to get work off their plate. ServiStar leaders delegate to build capability. In this episode, Scott and Scott sit down with ServiStar Founder Mike Neill to walk through what effective delegation really looks like in a credit union environment. From not burning out your A players to developing the rest of the bench, Mike brings clarity to when to delegate, who to delegate to, and why the eight step process removes the fear...


11 Rules to Lead with Heart – Lessons from Jarrell Flanders
#151
11/07/2025

Leadership is not about being liked. It is about being trusted. In this episode, we introduce ServiStar’s new VP of Sales and Business Development, Jarrell Flanders, and explore the mindset behind his “11 Rules to Lead with Heart.” Drawing from years in both banking and credit unions, Jarrell shares real stories that bring leadership lessons to life—from building trust before coaching, to being kind instead of just nice, to balancing excellence with momentum. Scott and Jarrell unpack practical ServiStar tools that help leaders communicate clearly, coach effectively, and build teams rooted in accountability and care. Whether you are leading...


Learning from a Luminaries Leader – Systems thinking and resilience in action
#150
10/22/2025

What can we learn from a Luminaries-recognized leader? In this episode, we sit down with Ann Ditlow, finance and analytics manager at 4Front Credit Union and nominee for the Credit Union Times Luminaries Award. Ann’s journey from molecular lab technician to credit union leader is a masterclass in curiosity, systems thinking, and service-centered leadership. She shares how ServiStar’s Vertex training equipped her to manage change, build cooperation, and turn chaos into consistency. Whether you are navigating team transitions, leading through uncertainty, or looking to strengthen your systems and results, Ann’s lessons offer practical steps you can apply...


Managing Former Peers – Building trust in your new role
#149
10/07/2025

Stepping into leadership is exciting, but when you are promoted to manage people who were once your peers, the transition can feel awkward and overwhelming. Most managers are not formally trained for this critical moment, yet how you handle it sets the tone for your entire leadership journey. In this episode, Scott Anderle and Scott Albrecht unpack the real challenges new leaders face when managing former peers. They share practical tools, honest truths, and a clear playbook for building trust, setting expectations, and leading with confidence. If you have ever worried about losing friendships, being taken seriously, or proving...


Transforming Sales – Building relationships that drive results
#148
09/22/2025

Sales in credit unions is not about pushing products. It is about building trust, solving problems, and improving members’ financial well-being. In this episode, Scott Anderle and Scott Albrecht sit down with Jheniffer Alphonse from Publix Employees Federal Credit Union and Tori Linville from FiCare Federal Credit Union to explore how sales can be transformed from a dreaded task into a mission-driven service. Through personal stories and lessons learned, they show how curiosity, coaching, and cultural alignment turn sales into a natural extension of member service. Whether you are overcoming reluctance, refining your team’s skills, or looking to crea...


Complacency is the Enemy of Competency
#147
09/05/2025

Complacency is the quiet killer of progress—and too many credit unions unknowingly fall into its trap. In this episode, Scott and Scott break down how to reignite energy and engagement by building what they call “cultural bonfires.” Drawing from insights in Raving Fans and Unreasonable Hospitality, they unpack how exceptional leaders build cultures that last. Whether you’re onboarding a new team member, leveling up as a leader, or navigating service burnout, this episode offers practical steps to maintain momentum and fuel your organization’s growth. The challenge is simple: are you building a culture worth staying for? 

In this...


Future-Proofing Credit Unions with Target Leadership
#146
08/21/2025

Succession planning isn’t just a boardroom checkbox—it’s a strategic safeguard for your credit union’s future. In this episode, Scott Anderle is joined by a panel of industry leaders and Target Leadership graduates including: Peter Tyson, Sarah Thompson, John Ragsdale, and David Baldwin. They break down how intentional leadership development creates real, sustainable solutions to one of the credit union movement’s most urgent challenges. With credit union consolidations on the rise and retirements looming, we dive into what it takes to build leadership bench strength that’s ready when it counts. Learn how Target Leadership helps leader...


Succession Planning – Equipping the Next Generation
#144
08/06/2025

How do we minimize the risks of mergers? Most leaders do not want to leave their legacy to be swallowed by another organization. While the leaders of tomorrow want opportunity, not mergers that eat up potential leadership positions. Our members want the best resources and service. More than ever our movement is starving for succession planning. How do we equip the next generation of our movement

 

In this episode we talk about and answer these questions:

The Cost of Poor Succession Planning How would you know if a task is not something that should b...


What Followers Want - Leading with Hope
#143
07/22/2025

What do followers want? Anderle and Albrecht dissect Gallup's, Global Leadership Report, and explain how we can use this as credit union leaders. This episode offers tangible advice for leaders looking to invest in their team and culture.

 

In this episode we talk about and answer these questions:

The 4 Needs of Followers When asking the employee to provide a solution, when would there be a situation where I would provide a solution? How to create a department core purpose statement When delivering the why behind a change, How do I communicate the why when I...


Confessions of a Branch Manager: Leading By Example
#142
07/07/2025

Great leaders set the example by representing the ideal team player. However the major pitfall for most managers is they still perform the tasks meant for their team. We must be willing, able and actually do the work. We must grow with our role. What is more critical, is leaders must emphasize the importance leading by example outside of this the operational tasks.

 

In this episode we talk about and answer these questions:

The distinction between soft and technical skills Using the Deficiency Diagnosis to identify the willingness of an employee Catching People Doing I...


Want a Winning Team? Stop Calling Them Goals, Call Them...
#141
06/27/2025

Get tactical advice for credit union leaders. In this episode we answer questions from listeners where we show how to align team efforts with the organization's mission, managing minimum performance expectations vs. goals, and effective conflict resolution. 

In this episode we talk about and answer these questions:

"When delivering the why behind the change, how do I communicate the why if I do not fully understand the reason for the change?" "When encouraging employees to resolve conflict themselves, what do you do when the employee is too afraid to confront their teammate?" "How do I get m...


Bolster Culture by Serving Your Internal Member
#145
06/19/2025

Gallup has recently found a drop in manager engagement from 30% to 27%. This is a troubling sign for organizations looking to improve employee engagement. Interestingly enough, Gallup says that when managers go through a management program, manager performance metrics improve 20-28%. We bring on a panel of ServiStar clients to share their insights and experiences with implementing training programs that can play a pivotal role in reversing this trend. 

 

Guests:

Austin Kimberling - U.P. State

Melisse Robinson - HRCCU

Maria Wahl - PEFCU

In this episode we ta...


Service Excellence Deep Dive with Certified Trainer: Extra Effort and Consistency
#138
06/04/2025

We continue sharing our deep dive call with Briauna Wilson. This is an inside look of how we prepare trainers to develop how they will teach this material. This episode is going over ServiStar's Service Excellence workshop and focuses on the elements of Follow Through and Competence.  

 

In this episode we talk about:

We don't teach Service Excellence because it's new. It's not new, it is who we are.  How building your competence allows you to give extra effort in your service. How certified trainers use coaching for performance in every training they facilitate

Cl...


Soup for the Soul - Credit Union Stories to Warm The Soul
#140
05/29/2025

We have all got crazy stories. In the moment we may not realize the joy, but taking a moment to look back at them can warm our soul and keep us going. In this episode we share memorable and funny stories from the credit union world. From stapling a torn dress to dealing with unusual customer requests, these tales highlight the amusing and touching moments that credit union employees experience. Listen and laugh and we encourage you to submit their own stories. Let's make this a platform to celebrate and learn from the everyday heroes in the credit union...


Trainer Certification Deep Dive in Service Excellence: Follow Through & Competence
#137
05/13/2025

We continue sharing our deep dive call with Briauna Wilson. This is an inside look of how we prepare trainers to develop how they will teach this material. This episode is going over ServiStar's Service Excellence workshop and focuses on the elements of Follow Through and Competence.  

 

In this episode we talk about:

Our Trainer Certification Consulting Calls - Bringing your stories How trainers and other support positions can apply these concepts How all 8 elements intertwine at every moment of truth. 

 

Click Here to Submit Your Questions

 

 

L...


Only 23% of Employees Trust Their Leadership - How You Can Build Trust With Others
#139
04/29/2025

We all agree that trust is important, but are we all doing the work needed cultivate that connection? Gallup research begs to differ. In this episode we share concerning statistics on employee trust and engagement from Gallup, the inherent challenges faced by leaders, and practical solutions for fostering trust in the workplace. 

In this episode we talk about and answer listener questions:

The 5 Dysfunctions of a team "How do you get a teammate to trust you with something personal?" Fun and effective team building exercises

 

Click Here to Submit Your Questions

 

...


Concern For Complaints
#136
04/14/2025

When we hear a complaint it's natural to be on the defense. It feels like an attack. We bring on ServiStar Certified Trainer, Briauna Wilson a Learning and Development Specialist at RBFCU. As she was getting certified we did a deep dive on what should having a concern for complaints look like and how she will teach it. 

In this episode we talk about:

Our Trainer Certification Consulting Calls - You will get an inside look because this episode is a consulting call! Why complaints can be a good thing. What activities can you do to p...


The 3 D's of Decision Making
#135
03/13/2025

Have you been frozen when you needed to make a quick decision? Do you wish someone would tell you what to do so you can keep the momentum going? We tend to promote rockstar employees into management positions without equipping them with the leadership skills needed. In this episode we explore strategies to help leaders confidently make decisions in a timely manner.

 

In this episode we talk about:

Diagnose the decision Determine when to make the decision Diagram the decision

 

Submit Your Questions Here:

Easily submit your question by re...


Unlocking Your Potential: The Impact of GiANT Leadership Voices
#134
02/27/2025

In this episode of the Credit Union Leadership Podcast, we bring on Peter Tyson to delve into the significance of using the GiANT Leadership Voices to develop effective leaders within the credit union industry. GiANT Voices are a key aspect of multiple ServiStar courses, including Target Leadership, Emerging Leaders, and Emotional Intelligence workshops.

 

In this episode we talk about:

Harnessing the power of different GiANT voices to improve team dynamics and strategic decision-making GiANT Voices benefit both leaders but also team members looking to enhance workplace interactions. Which voice should speak first in your t...


Achieve Strategic Planning Goals through Strategic Thinking
#133
02/12/2025

Mastering Strategic Thinking and Leadership in Credit Unions. In this episode of the Credit Union Leadership Podcast, Scott & Scott dive into the essence of strategic thinking versus strategic planning. They explore the concept of the 'strategic flywheel,' which emphasizes living out core purposes through daily behaviors rather than just focusing on outcomes. The episode also includes practical advice for leaders, answers audience questions about metrics and behaviors, and features a fun game distinguishing between strategic thinking and planning. 

 

In this episode we cover:

The Strategic Flywheel. A gameshow to distinguish daily strategic thinking an...


Engage Your Team By Leading with Purpose
#132
01/30/2025

Do you wish your team cared about their work as much as you? Most leaders get focused on managing the operations that they forget to lead their team. In this episode of the Credit Union Leadership Podcast, hosts Scott and Scott explore the crucial elements of effective leadership - focusing on the importance of purpose and why leaders must deeply believe in their mission to inspire their teams genuinely.

 

In this episode we answer listener questions:

"How do I sound authentic when pointing my team towards the mission?" "I'm working with my team, what s...


How To Overcome Gallup's Top Workplace Challenges for 2025
#131
01/14/2025

Have you read Gallup's staggering insight in their 2025 Workplace Challenges article? In This episode of the Credit Union Leadership Podcast, hosts Scott & Scott tackle the pressing issue of historic low employee engagement by sharing the formula for creating and living out Service Standards that will create an engaged team.

 

In this episode we talk about:

Employee satisfaction in the U.S. reaching a historic low Managers needing to give more meaningful feedback How to keep engagement and momentum going after an all employee training day The formula to create service standards.  

 

Subm...


Why Your Leaders Need Coaching For Performance Now
#130
12/19/2024

Is your team disengaged with their work? Are they doing the bare minimum so you don't complain or write them up? The truth is, this culture can change, but it's on the leadership. On average, it takes 11 years before a leader goes through any formal leadership training. Today we bring on Matt Poyser from Fire Police City County Federal Credit Union. When he started our Coaching For Performance program he had just transitioned from assistant branch manager to resource manager. Listen to him share how implementing the skills taught in Coaching For Performance changed the culture of his team...


Accountability Isn't Always a Slap On The Hand
#129
12/12/2024

Accountability is an overused, vague and superficial term. What is accountability? The Credit Union Leadership Podcast hears you and wants to help you. In our brand new episode format we answer questions from listeners and participants from our courses. We answer your questions of how do I apply the classroom teachings into the real world. We tie this back to our Employee Accountability module in our Vertex Leadership Development program.

Click the link below to submit your question via audio or text!

 

In this episode we answer:

How do you set expectations f...


How Do I Delegate To a Team Member Who Is Complacent With Their Work?
#128
11/12/2024

A challenge for leaders is that we think of delegation as a time management tool. That delegation should only be used for our own benefit. While it is true that delegation can eventually be a time management tool, that is not it's primary purpose. The Credit Union Leadership Podcast hears you and wants to help you. In our brand new episode format we answer questions from listeners and participants from our courses. We answer your questions of how do I apply the classroom teachings into the real world. We tie this back to our Delegation module in our Vertex...


Where Is My Team on the GROW Model If Everyone Is Not In The Same Place?
#127
10/24/2024

The Credit Union Leadership Podcast hears you and wants to help you. In our brand new episode format we answer questions from listeners and participants from our courses. We take what you learned from our ServiStar training courses from the classroom and into the real world. In this episode we answer questions from one of our most exciting modules, Team Building. Click the link below to submit your question via audio or text!

Easily submit your question by recording audio on speakpipe!

 

In this episode we answer:

The risk our team faces w...


I Have a Problem With Another Employee, Fix it Boss.
#126
10/10/2024

How do we resolve conflict between two of my team members? The Credit Union Leadership Podcast hears you and wants to help. In our brand new episode format we answer questions from listeners and participants from our courses. We answer your questions of how do I apply the classroom teachings into the real world. We tie this back to our conflict resolution module in our Vertex Leadership Development program.

Click the link below to submit your question via audio or text!

 

In this episode we answer:

Had employee come up to me s...


International Credit Union Day
#125
09/23/2024

If our Credit Union PhD course has got you excited, this episode teaches you how you can be apart of continuing the legacy of our movement. In this bonus episode, ServiStar CEO, Taylor Murray brings on friends from Culture Shock Podcast to share the history of International Credit Union Day and why it is important for our movement to celebrate it today.

 

In this episode we answer:

When is ICU Day? How you can use ICU day to embrace our spirit of comradery. Ideas to use ICU day to build your team.

 

...


No One Is Proactive & Work Is Piling Up: How Do I Get My Team to Take Responsibility?
#124
09/18/2024

The Credit Union Leadership Podcast hears you and wants to help you. In our brand new episode format we answer questions from listeners and participants from our courses. We take what you learned from our ServiStar training courses from the classroom and into the real world. In this episode we answer questions from one of our most popular and influential classes, Coaching for Performance. Click the link below to submit your question via audio or text!

 

In this episode we answer:

What do I do with a team member who has been there for 25 y...


No One Is Proactive & Work Is Piling Up: How Do I Get My Team to Take Responsibility?
#124
09/18/2024

The Credit Union Leadership Podcast hears you and wants to help you. In our brand new episode format, we answer questions from listeners and participants from our courses. We take what you learned from our ServiStar workshops and apply it in the real world.

In this episode we answer questions from one of our most popular and influential classes, Coaching for Performance. Click the link below to submit your question via audio or text!

 

In this episode we answer:

What do I do with a team member who has been here for 25 y...


How To Get The Most Value From Your ServiStar Training
#123
08/30/2024

Most clients leave our trainings feeling amped, but feelings fade quickly. How do you bring what you learned in the classroom out into the real world? In this episode we give a principles to aid you as your make the most from your ServiStar training.

 

In this episode we cover:

What to do with the 5% early adopters and 15% of fast followers. 80% of your team will probably not transition as quickly. How do you get them to do the stuff? Who is the most important person when it comes to bringing what is trained in t...