The CUInsight Experience podcast: Bob Trunzo – New beginnings (#162)

“We believe in credit unions.” - Bob Trunzo

In episode 162 of The CUInsight Experience podcast, host Randy Smith, a co-founder of, sits down with Bob Trunzo, President and CEO of TruStage, (formerly CUNA Mutual Group).

After the recording of this episode Bob announced his retirement. You can read all about that here and learn who will be taking the reins from Bob this fall. Congratulations Bob!

This episode is brought to you by CUES, the credit union industry’s leading talent development solutions provider. After listening to our show, be sure to learn more about TalentNEXT, the conference that takes a laser-focused look at smart people strategies for your credit union. Register today!

In this insightful conversation with Bob Trunzo, he recounts his career journey at CUNA Mutual Group, culminating in their recent rebranding to TruStage. TruStage, a mutual insurance company, has a global reach, providing insurance, investments, and cutting-edge technology to credit unions and their members. The team at TruStage sees this brand change as a prime opportunity to enhance their service and strengthen the credit union movement.

During our discussion, Bob shares his insights on the rebranding process and adapting for the future while remaining dedicated to the credit union industry. We delve into the significance of delivering a seamless experience for members and the necessity of adaptability to maintain relevance. Bob also reveals the most impactful investment he made in his career and the invaluable role of having mentors by his side. He underscores the importance of listening as a leader to gain diverse and valuable perspectives. Join us as we explore the future of TruStage, its unwavering commitment to credit unions and their members, and its rich legacy of support.

As we conclude our conversation, Bob reflects on the last time he experienced genuine amazement and emphasizes the crucial balance between family time and being fully present in the moment. Prepare to be inspired as you join me in this engaging discussion with Bob Trunzo!

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Books mentioned on The CUInsight Experience podcast: Book List 

How to find Bob:
Bob Trunzo, President & CEO at TruStage (formerly CUNA Mutual Group)
Bob: LinkedIn
TruStage: LinkedIn | Facebook | Twitter | Instagram

Show notes from this episode:
A big shout-out to our friends at CUES, our amazing sponsor of The CUInsight Experience podcast. Thank you!
Read the press release announcing Bob’s retirement here.
Want to read more of Bob’s thought leadership? Click here.
Listen to the first time Bob was on the show way back in season one here.
See everything going on at TruStage (formerly CUNA Mutual Group) here.
Shout-out: CUNA
Shout-out: Brian Flynn
Shout-out: Brian Kaas
Shout-out: Apple’s savings account
Shout-out: CuneXus
Shout-out: Bob’s executive coach Mary
Shout-out: Brian Schools
Shout-out: Michael Jordan 
Place mentioned: North Carolina
Shout-out: Warren Buffet
Shout-out: Dale Carnegie
Shout-out: Kellogg Executive Education 
Shout-out: Kellogg School
Shout-out: Wharton School
Shout-out: Stanford University
Shout-out: Harvard University
Shout-out: Tim Calkins
Shout-out: Jim Power
Historic event mentioned: COVID-19 Pandemic
Shout-out: Humanidei
Shout-out: Jill Nowacki
Shout-out: Sears
Shout-out: Bob’s son
Previous guests mentioned in this episode: Bob Trunzo, Brian Schools, Jill Nowacki (episodes 4, 18, 37, 64, 82, 101, 113, 126, 138, 148, & 161)

In This Episode:
[01:13] – Bob Trunzo shares his favorite role from his time at CUNA Mutual Group so far.
[04:00] – What inspired CUNA Mutual Group’s brand change to TruStage?
[06:17] – Has Bob learned any lessons yet during this brand change?
[08:05] – When you change your brand, communicate with your consumers and keep them up to date.
[11:07] – Making experiences easier and simpler for members and credit unions.
[13:08] – How important is it for the credit union industry to invest in upcoming ventures?
[15:52] – What has Bob excited for the future?
[18:13] – “We believe in credit unions.”
[20:57] – Bob talks about being open to different perspectives of the team.
[22:49] – What inspired Bob to consider working with a coach?
[25:07] – Bob mentions this one benefit from having a coach and why it helped the company culture overall.
[27:43] – Bob talks about returning to school for the Kellogg Executive Education program.
[30:31] – Bob commends the extraordinary effort of his team over the past decade.
[32:49] – How does a large company with a long history pivot efficiently and gracefully?
[34:56] – Be more open to the diverse opinions of your members and partners.
[36:35] – What does Bob think makes a good leader?
[39:36] – Bob says his first job was with Sears. Which department did he work in?
[41:09] – Thank you Bob, and thank you for listening!

Randall Smith

Randall Smith

Randall Smith is the co-founder of, the host of The CUInsight Experience podcast, and a bit of a wanderlust. As one of the co-founders of CUInsight he looks ... Web: Details