In the season 2 finale of Connect and Collect, host Michael Pupil is joined by Lexop's Sasha, Jordan, and Laura for an engaging discussion on the year’s key takeaways and what’s ahead for 2025. The team unpacks the biggest challenges in hiring and retaining collections staff, shares client success stories showcasing the power of technology, and highlights why financial literacy and texting will be critical for credit unions moving forward. Get actionable insights on leveraging technology, improving member communication, and helping smaller credit unions thrive in a competitive landscape. Don’t miss this insightful wrap-up to season 2!

In this episode of the Connect and Collect podcast, host Michael Pupil speaks with Shannon Stewart, Collections Manager at Southland Credit Union, about balancing financial success with a purpose-driven life. From his charitable work with Helping Hands Giving Hope to his insights on financial literacy and intentional communication, Shannon shares how collections can be a platform for helping others in tough times. Discover actionable takeaways on fostering human connection, supporting underserved communities, and aligning your work with a higher purpose. Related Links Connect with Shannon on LinkedIn Southland Credit Union Helping Hands Giving Hope The Car Chronicles

In this episode, Michael Pupil sits down with Jennifer Audette, President/CEO of POLAM Federal Credit Union, to explore her inspiring journey within the credit union movement. Jennifer delves into her passion for community engagement and the philosophy of “people helping people,” sharing insights on transitioning to a new field of membership and connecting with the Polish community. She discusses the importance of member communication, advocacy, and financial literacy, emphasizing how these elements foster trust and loyalty. The conversation also covers collaboration among credit unions, aligning values with financial institutions, and the unique advantages credit unions offer over traditional banks. Jennifer concludes by recommending “It’s a Wonderful Life” as the ultimate credit union movie. For more information, visit: POLAM FCU Skip Ahead 00:00 - Introduction to the Podcast and Guest 02:42 - Jennifer's Journey into Credit Unions 07:20 - The Role of a CEO in a Credit Union 10:59 - Advocacy and the Philosophy of 'People Helping People' 12:42 - Building Community and Member Engagement 17:29 - Strategies for Member Acquisition and Communication 24:47 - The Future of Credit Unions and Member Education 42:57 - The Ultimate Credit Union Movie

In this episode of the Connect and Collect podcast, we sit down with Chris Benson, Vice President of Collections at ORNL Federal Credit Union, to explore the evolving landscape of collections in a digital-first world. Chris shares his insights on the critical role of staff engagement and personalized communication in effective leadership. He discusses how adapting collection strategies to fit a digital-first approach and leveraging technology can enhance operational efficiency and minimize risk. Chris also underscores the importance of collaboration, mentorship, and giving back to the credit union community as keys to professional growth and organizational success. For more information, visit: ORNL Credit Union United Creditors Connect

In this episode of the Connect and Collect podcast, we're joined by Denise Wymore, a seasoned credit union professional with over 40 years of experience. Denise shares her journey from starting as a teller to becoming a consultant for credit unions across the U.S. They discuss the critical mission of credit unions, the challenges faced by small credit unions, and the efforts of the CU De Novo Collective to start and save credit unions. Denise passionately talks about the importance of financial inclusion, the predatory nature of payday lending, and innovative solutions to support underserved communities. For more information, visit: - CU De Novo Collective - CU Connection - QCash Financial - Point West Credit Union

In this episode of Connect and Collect, we’re thrilled to welcome Brittany Harbolic, the Assistant Vice President of Collections at TEG Federal Credit Union. Brittany brings extensive expertise and a deep passion for the collections industry. Known for her strategic approach to networking, training, and teamwork, Brittany has been instrumental in fostering a culture of empathy, active listening, and critical thinking within her team. She shares her insights on the importance of open communication and feedback in creating a positive work environment. Brittany also discusses the industry’s shift towards member solutions and the proactive measures taken to mitigate delinquencies. Join us for an engaging conversation with Brittany as we explore the evolving landscape of collections and the strategies that drive success. For more information on Brittany's work, visit: TEG Federal Credit Union Extreme Ownership by Jocko Willink 

Join us as we sit down with Maria J. Martinez, the dynamic President & CEO of Border Federal Credit Union. With a profound dedication to her community and a rich portfolio of leadership roles, Maria shares her journey through finance and community service. Starting from her early days in banking to her current role leading a credit union, her story showcases the power of effective networking and community involvement. This episode dives into Maria's leadership challenges and triumphs, her strategic response to the COVID pandemic, and her proactive approach to community development and financial education. This episode is a must-listen for anyone interested in leadership, community impact, and the evolving role of credit unions in fostering economic growth and stability. For more information on Maria's work and her associations, visit: Border FCU CUWLA (Credit Union Women’s Leadership Alliance) NLCUP (National Association of Latino Credit Unions and Professionals) PSCU/Co-op Solutions

In this episode of Connect and Collect, we welcome Alisha Blondel, Director of Collections at FSU Credit Union. What we're talking about in this episode: Alisha's Career Journey: From starting as a Branch Teller in 2003 to becoming the Director of Collections, Alisha shares her professional growth story and the milestones along the way. Empathetic Collections Approach: Learn about the shift towards a more understanding and empathetic approach to collections, which has proven effective in dealing with members compassionately. Training and Performance Incentives: Alisha discusses innovative training techniques and performance incentives that motivate and empower collection teams. Career Advice for Collection Professionals: Gain valuable insights and tips for both aspiring and current collections professionals looking to advance in their careers. The CUCP Annual Conference: Hear about the impact of professional gatherings like the CUCP conference on community building and professional development within the credit union sector. FSU Credit Union’s Community Impact: Explore how FSU Credit Union is making a significant impact in the community through educational initiatives and dedicated member service.

In this episode of Connect & Collect, we're joined by Lilly Megia and Janie Soto, Senior Vice President and Lending Manager at South Texas Credit Union. We discuss their career growth and evolution, the perspective women bring to the credit union industry internally and externally with members, and the importance of having a supportive network to lean on.  The conversation also highlights their commitment to professional development, inspirational female figures that have shaped their life and careers, and the value of communication and support systems in fostering career growth and work-life balance. What we're talking about in this episode: The impact of mentorship and support to uplift women in your network The unique strengths women bring to the industry How to become better allies for women in the workplace Advice for aspiring women leaders 

In this episode of Connect & Collect, Join Mark Avelar, Executive Vice President of Texas Bridge Credit Union and President of the Coastal Bend Chapter of Credit Unions, for a discussion on the importance of advocacy in legislative affairs, the power of community involvement and communication strategies to engage the younger generations. We discuss the changing landscape of the credit union industry, particularly noting the need for empathy in member relations and an adaptive mindset in the face of ongoing technological advances. Mark also emphasizes the importance of connectivity both within communities and between credit union professionals. What we’re talking about in this episode: - The impact of legislative advocacy and community involvement on credit unions - Overcoming the fear of change and the importance of internal adaptability - Engaging and attracting younger generations and the value of empathetic communication - How credit unions can help provide better financial literacy education Visit out blog for more information and the transcript: https://www.lexop.com/blog/podcast-championing-member-interests-through-legislative-advocacy-and-community-involvement