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Amy Herbig
Amy Herbig’s inextinguishable passion and expertise in marketing strategy, planning, branding and execution spans as far and wide as her love for building relationships and delivering results. While her accomplished career started as an on-air personality for a nationally syndicated radio program, that would eventually lead her down a path as a 21st century business renaissance woman. Having worked as a marketing manager for a multi-billion-dollar credit card company and apprenticed under several top-ranked advertising and marketing professionals in the nation, Amy has never rested on her laurels as an 18+ year professional. Through the development of strong relationships with people who have helped her along the way, Amy found her true calling in 2002 as the head of marketing for a mid-size credit union in Seattle, WA. In just three short years, Amy and her then team built one of the most recognized and unique and strategically-developed brands among credit unions. The industry took notice and credit unions began to call upon Amy, requesting her diverse insight and expertise to help them through their marketing and branding challenges. Amy answered the call by starting The BA Group in 2005.
Today, BA is comprised of a team of professionals between Minnesota and Texas that share in Amy’s passion for the industry, lending their areas of expertise to help BA’s credit union partners analyze, plan, develop and implement marketing, branding, media, social media and analytical efforts – leading to awareness and growth for the partners.
When Amy isn’t spending her time traveling to consult with credit unions around the nation, leading brainstorming and brand-development sessions with her team, or working with their network of partners on creating solutions for the industry you can find her at one of her sons’ lacrosse games, working on a new DIY home project or taking long walks around her beloved community (and BA headquarters) in Northfield, MN with her dog Oscar (BA’s Chief Morale Officer or CMO) and husband/BA’s President Terrill.
James Robert Lay
James Robert Lay is one of the world’s leading digital marketing authors, speakers, and advisors for financial brands. As a digital anthropologist based in Houston, TX, James Robert is the author of the bestselling book, Banking on Digital Growth. He is also the founder and CEO of the Digital Growth Institute where he has guided more than 520 financial brands on a mission to simplify digital marketing and sales strategies that empower banks and credit unions to generate 10X more loans and deposits.
James Robert has been named one of the Financial Brand's "Top Global Financial Services Influencers to Follow," a CUNA "Credit Union Rock Star," and a CU Times "Under 40 Trailblazer." His insights have been featured in leading media outlets including Entrepreneur.com, US News and World Report, Quartz, The Financial Brand, American Banker, CU Times, and CU Journal among many others and frequently shares his research and insights at industry events and universities throughout the United States.
CUES Partners with LEO Cyber Security to Bring Complete Cybersecurity & Compliance to its Members
MADISON, Wis.—CUES® is pleased to announce its partnership with LEO Cyber Security, a Texas-based cyber-advisory and operations firm that helps businesses architect, build, and operate cybersecurity programs.
Staffing a cybersecurity program is expensive and requires ongoing development to ensure staff members are up-to-date. Even with the high levels of investment, it’s hard to know if you’re really protected. LEO Cyber Security specializes in maturing security programs through leadership, cyber operations, incident response, and compliance.
As the premier provider of cybersecurity services and solutions to credit unions, LEO helps organizations build and manage reliable security programs through creative solutions.
“We are looking forward to bringing LEO Cyber Security’s expertise to our members,” said CUES President/CEO, John Pembroke. “Cybersecurity is an ever-growing concern within the industry, and LEO’s operational knowledge will help our members build a strong a sustainable system for their organization.”
LEO focuses on emerging growth markets, like credit unions, with deep needs for cyber security operations and regulatory compliance expertise.
“Partnering with CUES allows us to bring our cybersecurity expertise to the greater credit union industry,” said David Tompkins, Founder, LEO Cyber Security. “We’re excited to provide CUES member credit unions with creative, custom solutions to help them build and manage their security programs. LEO hires world-class cyber operators to help their customer’s build effective and efficient cybersecurity programs. We’re here to help take the industry into the digital future.”
For more information about LEO Cyber Security, visit LeoCyberSecurity.com.
LEO is a cyber security advisory and operations company comprised of some of the world’s most knowledgeable cyber experts. LEO provides both advisory and operational assistance to customers. With deep cyber skills, LEO is poised to help clients build effective and cost-efficient cyber programs.
CUES’ mission is to educate and develop credit union CEOs, executives, directors and future leaders.
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CUES Director Education Center
Welcome to CUES Director Education Center, where CUES members can access online, interactive courses to help board members successfully fulfill their governance duties. Courses include:
Two New CUESolutions Providers Partner With CUES®
Two New CUESolutions Providers Partner With CUES®
MADISON, Wis.– CUES is pleased to welcome two new CUESolutions providers who will offer CUES members innovative thought leadership in these categories:
- Contract Management and Negotiations, offered by the experts at Strategic Resource Management
- Portfolio Protection and Insurance Tracking, offered by leading insurance carrier State National
CUESolutions is a CUES program designed to easily connect credit unions with content and thought-leadership resources of industry suppliers and the products and services they have to offer. CUES members benefit from this unique partnership, as it gives them easy access to already vetted, trusted providers.
“We’re pleased to welcome Strategic Resource Management and State National as our newest CUESolutions partners,” said John Pembroke, CUES President/CEO. “They join an impressive roster of current CUESolutions providers, giving CUES members even more trusted resources to tap into.”
“What we’re seeing now from working with over 1,000+ financial institution clients across the U.S. and Europe is that the best-in-class are investing in flexible technologies, giving them deeper visibility to their data, and enabling customers to play a greater role in self-service across all of their banking products,” said Patrick Goodwin, President, Strategic Resource Management. “It has never been more important to know what’s negotiable, and as a new CUESolutions partner, we look forward to further empowering members of CUES—not only to enhance the capabilities in their operations, but also to thrive in a climate of constant change.”
“State National has helped our credit union clients mitigate their risk and better serve their members for nearly 50 years,” said Maria F. McLendon, VP of Marketing, State National Companies. “We are proud and excited to share our portfolio protection and insurance tracking solutions with the CUES membership.”
To learn more about CUESolutions providers, visit cues.org/product-service. To learn how to become a CUESolutions provider, visit cues.org/CUESolutions.
Learn more about CUES at cues.org.
CUES’ mission is to educate and develop credit union CEOs, executives, directors and future leaders.
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Credit Unions Urged to Help the Industry by Participating in CUES® Compensation Surveys
Credit Unions Urged to Help the Industry by Participating in CUES® Compensation Surveys
MADISON, Wis.—CUES is asking credit unions across the United States to participate in two important industry surveys: CUES Executive Compensation Survey and CUES Employee Salary Survey. Both are open for participation now through March 31.
“Credit unions who participate help by giving the industry valid data to rely on,” said Laura Lynch, Products & Services Manager, CUES. “And, credit unions who access the results will have credible data to use to make sure their compensation packages are competitive—which is especially important right now, given today’s tight job market.”
The compensation surveys focus on key data credit unions need to attract and retain qualified professionals. CUES Executive Compensation Survey features questions related to wage, bonus, and benefits information per position. CUES Employee Salary Survey focuses on pay range and actual wages currently paid for each position.
Those who have previously participated can simply update their existing information and click the submit button.
Visit cues.org/ECS and cues.org/ESS to complete the surveys and to see a list of frequently asked questions and step-by-step guides.
Participants receive a 20% discount when they purchase the survey results. CUES Executive Compensation Survey includes information on 21 executive positions, and CUES Employee Salary Survey includes information on a wide range of non-executive positions.
For more information, contact CUES Survey Support at 866.508.0744, or email surveysupport@cues.org.
Learn more about CUES at cues.org.
CUES’ mission is to educate and develop credit union CEOs, executives, directors and future leaders.
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Note to Editor: Photo Attached
Caption: Median CEO compensation in 2019 as reported by CUES Executive Compensation Survey participants.
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CUES® Revamps its NTCUE Competition
CUES® Revamps its NTCUE Competition
MADISON, Wis.—The industry’s first competition recognizing the incredible leaders of the credit union movement is back and better than ever! CUES Next Top Credit Union Exec (NTCUE) competition has undergone a thorough refresh and evolved into CUES Emerge. This program for the industry’s next top credit union leaders is powered by Currency.
CUES Emerge is a multi-faceted challenge that features online learning, peer collaboration and a business case competition. It is open to all age groups, and the program is free to participants. The challenge features a number of prizes including an all-expense-paid trip to CEO/Executive Team Network™ 2020, where the ultimate winner will be presented with their award, and be interviewed live on stage at the event.
“After nine very successful years as CUES Next Top Credit Union Exec competition, we wanted to take what we’ve learned and improve every aspect of the challenge,” said John Pembroke, CUES president/CEO. “CUES Emerge offers a once-in-a-lifetime experience with opportunities to learn, collaborate and grow unlike anything available anywhere, and it embodies CUES’ mission to bring the finest in talent development opportunities to the industry.”
There are two key phases to the program—an Education phase and a Competition phase. Any emerging leader, whether an existing CUES member or not, may apply by completing an application form from January 28 to March 10, 2020 at cuesemerge.com.
Up to thirty applicants will be accepted; they will participate in three CUES Elite Access™ Virtual Classroom courses that will take place between April 8 and May 13, 2020. Concurrently, three Mastermind sessions will be held with the cohort of applicants, facilitated by a group of former CUES Next Top Credit Union Exec winners, finalists and industry leaders.
Then, participants will create a business case. All who complete the course work and business case in full will earn the Certified Credit Union Manager designation.
Next, participants can self-select to enter the Competition phase. From that group, Five Finalists will be chosen by a judging panel. They will receive professional coaching and mentoring, and participate in an online pitch show, hosted by Tim McAlpine in the Currency Marketing Studio.
From there, a Top Three will receive an education and coaching package which includes registration to CUES School of Applied Strategic Management™ in 2021.
At the same time, the ultimate winner will be announced and named the 2020 CUES Emerging Leader. That person will receive an all-expense-paid trip to CEO/Executive Team Network™, November 2-4, 2020 in Austin, Texas, including an award presentation, a live interview and an ongoing coaching package.
To apply for the competition, visit cuesemerge.com.
CUES’ mission is to educate and develop credit union CEOs, executives, directors and future leaders.
Currency is a credit union-focused marketing firm. Our unique programs—It’s a Money Thing and CUES Emerge—focus on helping credit unions raise awareness, build relationships and foster financial empowerment with young adults.
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Sue Schroeder
Sue Schroeder is the Senior Director of Insights & Marketing at Experian. She is responsible for developing Experian’s credit union market strategy working closely with Experian’s national account team 100% dedicated to the Credit Union Movement. Her team leads Experian’s Credit Union Advisory Council comprised of leading edge credit unions, including CUES members from across all NCUA regions. She has been a speaker at credit union conferences and is passionate about sharing insights to help credit unions further grow, protect and serve their field of membership. Recently she was asked to join the CUES’ Supplier Advisory Board and will serve a three-year term.
Sue earned an MBA in Corporate Strategy & Marketing from the Ross School of Business at the University of Michigan and a BS in Business Administration from the University of Redlands.
Sal Guariano
Sal Guariano is the Chief Revenue Officer and Senior Vice President of Marketing Services. In his current role, Sal leads the North America digital and advertising teams with a focus on identity resolution, digital audience and activation, decisioning and measurement across the digital ecosystem. His team includes subject matter experts dedicated to serving credit unions to help them further grow membership and deposits.
Prior to this role, Sal managed a team focused on the largest global financial services clients. He provided strategic relationship management and sales leadership responsibility.
Before joining Experian in 2004, Sal served in various senior management positions of top-tiered financial institutions, including Bank One/Chase Card Services, MBNA and JPMorgan Chase all in Wilmington, DE. He is skilled in Analytics, Customer Acquisition, Sales, Customer Relationship Management (CRM), Marketing/Digital Advertising, Risk and Pricing Strategy. In addition to his fulfilling his responsibilities at Experian, Sal is currently involved with several non-profit organizations in Delaware, including the MS Society, Easter Seals and Catholic Youth Ministries Athletics Programs.