Episodes
Nov. 12, 2025
Planning to Win: Lending Strategies for an Uncertain Economy
The economy is shifting fast, and your lending strategy cannot afford to lag. In this episode of Leaders in Lending, hosts Barry Roach and Drew Megrey explore how scenario planning helps financial leaders stay ahead of market...
Oct. 29, 2025
Winning the Lending Game: What Smart Credit Unions Are Doing Differently
Credit unions are operating in a new lending environment defined by risk, regulation and rapid innovation. In this episode of Leaders in Lending, hosts Barry Roach, Drew Megrey and Lynn Sautter Beal share how forward-thinking...
Oct. 15, 2025
Membership Growth Slowdown? Here’s How Credit Unions Can Fight Back
Credit union membership growth is shrinking as per TruStage research, and the competition isn’t slowing down. In this episode of Leaders in Lending, co-hosts Lynn Sautter Beal, Drew Megrey, and Barry Roach dig into the hard t...
Oct. 1, 2025
The Credit Crunch and Beyond: Bold Predictions for 2026
2025 has been all about the crunch. Credit is tight, uncertainty is everywhere and lenders are asking: is this the new normal or just another cycle? In this episode, we unpack what’s driving the squeeze, from regulation and r...
Sept. 17, 2025
Riding the Refi Wave: How Credit Unions Can Capture the Moment
Auto loan rates are high, millions of borrowers are rate-locked, and a refinancing wave is on the horizon. In this episode, co-hosts Lynn Sautter Beal, Drew Megrey, and Barry Roach break down why credit unions are uniquely po...
Sept. 3, 2025
Behind the Scenes of ACU Strategic Growth Conference
What if the next conference you attended didn’t just inspire ideas, but actually drove change? In this episode of Leaders in Lending, hosts Lynn Sautter Beal, Drew Megrey, and Barry Roach share practical strategies for turnin...
Aug. 20, 2025
The Credit Builder Strategy That’s Actually Working
Access to credit can be life-changing, but for many members, the process still feels out of reach. Great Lakes Credit Union is working to change that with practical solutions that meet people where they are.In this episode, h...
Aug. 6, 2025
Inside the Credit Union Managing 50+ Lending Tech Partnerships
Technology is reshaping every corner of financial services. For credit unions, the challenge isn’t just keeping up, it’s choosing the right tools, partners, and processes to stay ahead without losing sight of the member exper...
July 23, 2025
This One Strategy Took Lending From Good to Great
Rising vehicle prices, longer loan terms, and shrinking margins. As credit unions adapt, standing out requires more than competitive rates. It takes consistency, clarity, and a lending team built for speed and service.In this...
July 9, 2025
From Onboarding to Upsell: A Digital Playbook for Credit Unions
As credit unions grapple with an increasingly digital-first market, the path to growth lies in strategic partnerships, streamlined onboarding, and data-driven cross-sell strategies. In this episode, host Matt Snow sits down w...
June 25, 2025
Surviving the CFPB’s Transitional Era
As the regulatory environment continues to shift and technology reshapes the compliance landscape, today’s lending leaders are under increasing pressure to stay agile and forward-thinking. In this episode, recorded live at CB...
June 11, 2025
Navigating Fair Lending Challenges Through Collaboration and AI
As regulatory scrutiny intensifies and innovation accelerates, fair-and-responsible banking leaders are coming together to keep compliance programs adaptive, effective and aligned with evolving expectations. In this episode, ...
May 28, 2025
Fraud, Policy Shifts, and EV Financing: What’s Next for Auto Lenders?
As the auto finance industry faces mounting regulatory scrutiny and increasingly sophisticated fraud tactics, lenders are working together to navigate risk, improve compliance, and better serve today’s borrowers. In this epis...
May 14, 2025
Tariffs, Terms and the Evolving Auto Finance Landscape
As tariffs and inflation drive up vehicle prices, both lenders and consumers are feeling the pressure to adapt. In this episode, host Lynn Sautter Beal speaks with Melinda Zabritski, Head of Automotive Financial Insights at E...
April 30, 2025
Winning the Battle for Primacy in Banking
With 97 percent of Americans already banked, acquiring new customers means convincing them to break existing relationships. So how can financial institutions stand out when banking feels increasingly commoditized? Live from C...
April 16, 2025
Banking’s Next Act: Regulatory Shifts Ahead
As regulatory and political landscapes shift, financial institutions must stay agile and innovative to navigate new challenges and opportunities. In this episode, host Lynn Sautter Beal is joined by David Pommerehn , General ...
April 2, 2025
AI & The Fed: Is Hiring Changing?
As economic conditions shift, financial institutions must adapt their lending strategies to balance growth, risk, and liquidity. A "Slow and Grow " approach is emerging as a sustainable way to navigate today’s market while ex...
March 5, 2025
From Europe to the US: Cultural and Market Nuances in FinTech
In episode re-air, joining our host https://www.linkedin.com/in/edwardswalters/ is Simon Darchis, Head of Partnership at https://www.finwise.bank/, to discuss his trajectory in the financial services sector from Europe to the US. With this...
Feb. 19, 2025
Capturing Prime Members in 2025 and Beyond
As economic conditions shift, financial institutions must adapt their lending strategies to balance growth, risk, and liquidity. A “Slow and Grow” approach is emerging as a sustainable way to navigate today’s market while exp...
Feb. 5, 2025
Niche Markets, High Impact: Leading the Charge in Early-Stage Credit Facilities
In episode re-air, host Lynn Sautter Beal talks with https://www.linkedin.com/in/jillian-jaccard-murrish-b324a52b/, CEO of https://www.pieram.com/, about the waves she and her firm are making in the market — targeting less liquid and underserved areas...
Jan. 22, 2025
Credit Unions in Transition: Evolving Mortgage Origination, Auto Lending, and AI Futures
In today’s episode, we dive into the dynamic world of financial services, specifically auto and mortgage lending. Join host Drew Megrey as he speaks with Rick Moore, the Chief Lending Officer at Maine Savings Credit Union . W...
Jan. 8, 2025
Open Banking and the Road Ahead: Post-Election Insights
As technology evolves, open banking is reshaping how we manage and share financial data, creating exciting opportunities for innovation and better services. In today’s episode, host Matt Snow welcomes Armen Meyer, Co-founder ...
Dec. 11, 2024
Evolving the Playbook: Tech, AI, and Customer-Centric Lending
In banking, yesterday’s touchdowns don’t win today’s games. A great product is just the start — constant evolution is key to meeting ever-changing customer needs. In today’s episode, host Matt Snow sits down with Rhett Robert...
Nov. 27, 2024
From Polls to Partnerships: Election Season and the NCUA’s Role in Modern Lending
In a world where technology rapidly reshapes financial systems, credit unions must innovate to stay ahead. In this episode, host Matt Snow chats with Nat Hoopes, Head of Public Policy at Upstart, as they navigate the fintech ...