Leaders in Lending | Ep. 88: Strategic community investments by credit unions

Many credit unions offer traditionally underserved members an advantage in not just banking, but financial planning. One crucial asset they can offer is financial education, providing not only a way to manage their money but also a way to achieve their financial goals.

In this episode Charlotte Nemec, President and CEO Canopy Credit Union, talks about what community means to a credit union, and how an investment in members helped to grow their lending portfolio.

Join us as Jeff and Charlotte discuss:

  • Why HR is more than a sub-function in an organization
  • Technology fixes and staffing changes that can help expedite limited time marketing campaigns to bring more members in
  • A bold prediction for the future


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