The Credit Union Geek is more than glasses and a bowtie.  Though bowties are cool.   I’m also me.  Which I happen to think is pretty neat.

So who’s that?  Here’s my story in one sentence:

I’m a lifelong geek, environmentalist, and science-obsessed entrepreneur focused on overcoming challenges both new and old.

If you stop there, you miss a lot of interesting additions.  Like how my business partner (who happens to be my dad) has been serving the credit union industry for over 35 years.  Or that I’ve been doing the same for over a decade.  Did you know I first got into this writing effort after conducting in-person presentations at credit union league conferences?  At the time, we were addressing how your credit union can become more environmentally and socially responsible.  Spoiler: A lot of it had to do with embracing your core mission in all areas of operation.

So why credit unions?  If you’re here, you already know.  Credit unions measure their success by how well they do at helping their members grow and achieve their financial goals.  You get there by being a profitable financial institution with your staff, member, and community needs at heart.  I achieve success through connecting with all of you! If I can learn from some and contribute a useful strategy or two to others, then I’m doing great! Sure, I look at site metrics, post analytics, and tweet impressions, but, like your credit union, it’s the human element which matters most.

Haven’t heard of me?  That’s ok.  You may have seen me covering or speaking at a credit union conference (GAC, Immersion18, CU Tomorrow, CUAD New Ideas, anyone?).  My @JoeCUGeek account on Twitter is seen by tens of thousands of users each month.  All articles are posted on LinkedIn and many are shared ahead of official release by several credit union publications.  I also participate in many “Twitter chats” hosted by NCUF (National Credit Union Foundation), CUNA, and associated partner organizations.  As I engage in more in-person events, I look forward to meeting many of you as I expand upon ideas shared here!

Selected Topics:

  • “We’re Unique!” Plus, 3 Other Ways to Ensure You’ll Never Be An Industry Disruptor
  • The Biggest Threats Your CU Isn’t Prepared to Handle

Want me at your next event?  Get in touch and we can discuss how my brand of presentation may be a fit for your organization.

Some comments from a recent conference:

  • “You definitely had the most passion of any presenter!”
  • “We never really considered how our mission impacted our daily efforts until you forced us to think about it.”
  • “That’s the first session I’ve attended where we did Tai chi!”
  • “Loved the Disney references! And I can’t believe you actually started to sing!”

Expect a “credit union chat” session different than any you’ve ever experienced.  One which will have you engaged, participating, and, oh yes, ignoring the Facebook alerts on your phone for the entire time!

Get in touch to discuss exclusive article content, interviews, and in-person presentations.

In The Media:

Catch Me On The Spot (Article Comments):

10/16/18 – Sliders Are Bad For Your CU Website Design

9/7/18 – The Evolution of Overdraft…

9/6/18 – Manage Your Vendors To Protect Your Brand

9/3/18 – On the Digital Transformation Journey with GTE Financial’s Brian Best

8/20/18 – Where’s the Marketing ROI on Financial Literacy Programs?

8/8/18 – Are You Blockbuster or Netflix?

8/5/18 – Mansplaining, Mentoring, & #MeToo

7/30/18 – What Will The Arrival Of Contactless Payments Bring?

7/3/18 – How Windows 10 Will Affect Your CU

5/17/18 – Are Credit Unions Really Good Guys…

5/11/18 – Is the Apple Store Approach the Future…

4/26/18 – #shadesupforkids: How To Spot A Social Media Opportunity

4/26/18 – Breaking News: The CFPB “does not exist”

4/13/18 – 3 Reasons to Ditch Your Credit Cards

4/5/18 – On the Digital Transformation Journey…

4/5/18 – Another Day, Another Breach. Another Opportunity.

4/4/18 – Acting CFPB Director to Congress: Reduce My Powers

3/14/18 – Chipotle Joins Growing List…

3/9/18 – 4 Characteristics of Debt-Free People

3/9/18 – The Silver Bullet for Board Recruitment

2/10/18 – Why I Hate Marketing

2/7/18 – How digital insights and automation… 

1/23/18 – When one (government) door shuts, another opens

1/3/18 – 10 Ways Banks and CUs are Using Virtual Reality

12/4/17 – The top 3 direct growth strategies for 2018

11/21/17 – Bundled checking should be a credit union no-brainer

9/21/17 – The first Apple Pay contracts are up for renewal

9/14/17 – Mentoring: Be the Sensei!

9/6/17 – These common quirks are making you unlikable

9/6/17 – How the new version of iPhone changes everything. Again.

8/30/17 – GAP claims rise: What to watch for

8/29/17 – Is avocado toast holding your Millennials back from a mortgage?

1/24/17 – The Use of AI in Banking is Set to Explode

8/28/15 – How This Card Giant Crushes My Credit Union