The CUInsight Experience podcast: Tobi Weingart – Transformative learning (#188)

“Our opportunity is to figure out how to retain and elevate talent within our movement.” - Tobi Weingart


Thank you for tuning in to episode 188 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Motivosity.  Motivosity is all about building amazing company cultures that help people be happier at work. Through building recognition, connection, and community within the credit union, Motivosity makes your employees more engaged, and in turn, your members are too. 

My guest on today’s show is Tobi Weingart, Chief Program Officer at the National Credit Union Foundation (NCUF). Tobi shares her career journey in credit unions that began after college. She encourages teams to create an environment that supports talent and provides opportunities to the rising stars of our movement. The National Credit Union Foundation is the charitable arm of the industry working to improve people’s financial lives.

During our conversation, Tobi talks about nurturing and empowering professional development within teams. She discusses the importance of embracing opportunity to retain and elevate talent within the credit union movement. Tobi mentions numerous programs and workshops that ensure everyone in the organization has access to mission-based training. She shares the lasting impact mentors have had on her career and advises those working towards a leadership role. Listen as Tobi talks about the vast benefits of Credit Union Development Education (DE Program) and what leaders can do to create the best environment for developing talent.

As we wrap up the episode, Tobi talks about spending time in nature, listening to nostalgic music, and admiring her grandma. Enjoy my conversation with Tobi Weingart!

Subscribe on: Apple Podcasts, Spotify, Stitcher 

Books mentioned on The CUInsight Experience podcast: Book List 

How to find Tobi:
Tobi Weingart, Chief Program Officer at the National Credit Union Foundation
tweingart@ncuf.coop
ncuf.coop
Tobi: LinkedIn
NCUF: LinkedIn | Instagram | Facebook | YouTube | X

Show notes from this episode:
A big shout-out to our friends at Motivosity, an amazing sponsor of The CUInsight Experience podcast. Thank you!
Want to hear more from Tobi? Click here.
Education Program mentioned: Credit Union Development Education (DE Program)
Shout-out: University of Georgia
Place mentioned: Milwaukee, WI
Shout-out: Educators Credit Union
Shout-out: Julie Loyo
Shout out: Linda Hoover
Shout-out: America’s Credit Unions
Place mentioned: Georgia
Shout-out: TruStage
Shout-out: Velera
Program mentioned: Exploring Our Values
Workshop mentioned: Exploring Why™ Workshops
Shout-out: Jeff Hardin
Place mentioned: Canada
Shout-out: Lois Kitsch
Shout-out: George Ombado
Place mentioned: Africa
Shout-out: Robbie Young
Shout-out: Unite CUDE Facebook Group
Shout-out: Governmental Affairs Conference (GAC)
Shout-out: Jill Nowacki
Shout-out: Chuck Purvis
Shout-out: Coastal Credit Union
Shout-out: Tobi’s kids
Shout-out: Eugene Szymczak
Shout-out: Tobi’s husband
Movie mentioned: Miracle on 34th Street
Shout-out: Mary-Louise Parker
Shout-out: Hilary Swank
Shout-out: Cynthia Campbell
Program mentioned: Filene i3
Shout-out: Tobi’s grandma
Historic event mentioned: World War II
Shout-out: Lisa’s children
Shout-out: Oprah Winfrey
Book mentioned: The Hidden Life of Trees by Peter Wohlleben
Book mentioned: Who Moved My Cheese? by Spencer Johnson
Previous guests mentioned in this episode: Lois Kitsch, George OmbadoJill Nowacki (episodes 4, 18, 37, 64, 82, 101, 113, 126, 138, 148, 161, & 177), Todd Harper

In This Episode:
[00:52] – Tobi Weingart explains how she began as a teller.
[03:53] – Tobi recalls the role that gave her a deep insight into credit unions. 
[05:53] – How can we make solutions a better fit?
[08:31] – Tobi talks about the opportunity to retain and elevate talent within the credit union movement.
[11:22] – Ensuring access to education for everyone. 
[13:56] – Enticing the community’s appetite for knowledge.
[16:13] – Connecting a passion for credit unions and community empowerment globally. PART 1
[18:40] – Connecting a passion for credit unions and community empowerment globally. PART 2
[21:24] – How does the DE program influence community and vulnerability?
[24:17] – Can educational programs offer a sense of purpose?
[26:54] – Tobi talks about simple questions to ask yourself to evaluate a program’s progress. PART 1
[29:39] – Tobi talks about simple questions to ask yourself to evaluate a program’s progress. PART 2
[31:50] – How does Tobi choose which ideas to follow through on or let go?
[33:58] – “This is awesome.”
[36:42] – Tobi shares which musical decade is incredibly nostalgic for her.
[38:47] – Tobi talks about interesting books she’s read.
[40:38] – “Go Nana.”
[42:08] – Creating the best experience for the credit union community.

Randall Smith

Randall Smith

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