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Building Stronger Communities with Arizona Credit Unions

September 25, 2024 by Karen

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Phoenix Business Radio
Building Stronger Communities with Arizona Credit Unions
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Building Stronger Communities with Arizona Credit Unions

In this episode of Phoenix Business RadioX, host Karen Nowicki welcomes back leaders from several Arizona credit unions to discuss the growth of Arizona Credit Union Week. The representatives Monica Meyerand of OneAZ Credit Union; Brian Lee of Landings Credit Union; David Krexel of Arizona Financial Credit Union and Mike Waldron of TruWest Credit Union explain how their collaborative effort, called “co-opetition,” promotes keeping financial resources local and reinvesting in their communities. They highlight the success of the initiative, which aligns with International Credit Union Day, and its expansion to include 11 credit unions.

The conversation shifts to financial literacy and education, with credit unions offering programs like Bonsai and My First Nest Egg to teach youth about money management. The guests share personal stories about their careers, emphasizing the community-centered values of credit unions and inviting local businesses to join their initiative. They express excitement about the future of Arizona Credit Union Week and its potential to grow even more next year. 24-AZCU-Week-Color-Logo

Listen to this enlightening episode and learn more! 

Arizona Credit Union week shines a spotlight on the many ways credit unions empower financial independence, strengthen local economies, and serve as a force for good in neighborhoods and communities across Arizona.

Monica-MeyerandMonica Meyerand is OneAZ Credit Union’s VP of Brand and Acquisition, where she builds strategic alliances for corporate partnerships. Monica has over 20 years in marketing, branding, traditional & digital media, public relations, and advertising agency experience.

Monica stays active in the community and recently was appointed to the Board of Directors of Girl Scouts – Arizona Cactus Pine, an organization that helps girls reach their potential and creates a place for growth, character, and leadership.

Monica is also involved as a member with ACEL, National Charity League, Phoenix Chapter, State Forty Eight Foundation, and Young & Empowered.

Connect with Monica on LinkedIn.

Landings-Credit-Union

Brian-LeeBrian Lee is the Chief Executive Officer for Landings Credit Union in Tempe, AZ. He had previously served as the credit union’s Chief Financial Officer. He graduated from Arizona State University with a degree in Accounting and worked for a public accounting firm as an auditor. He then became involved with credit unions working for the National Credit Union Administration as a Principal Examiner.  

He is a Credit Union Development Educator (CUDE) and has served as a member of several boards and committees on the national and regional level, focusing on credit union leadership development and advocacy. Brian was recently recognized at the Arizona Advocate of the Year by the GoWest Credit Union Association.

He has contributed at several events as a speaker, facilitator, and panelist covering diverse topics. Brian is active in his community as a graduate of both the Tempe Leadership and ASU Leadership programs and currently serves on local non-profit boards and committees. 

Follow Landings Credit Union on LinkedIn, Facebook and Instagram.

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Arizona Financial is a $3.3 billion not-for-profit financial cooperative providing consumer and small business banking services and expertise to more than 165,000 member/owners.

Founded in Arizona in 1936, the credit union empowers members to take hold of their financial future through the delivery of leading-edge self-service tools and mobile apps, competitive rates on loans and deposits, robust home loan solutions, identity protection services, and SBA and commercial loans.

Arizona Financial has a history of local community involvement and is the sponsor of the LiveNation Theatre venue and exclusive credit union partner of the Phoenix Rising FC. The credit union has 20 locations across Metro Phoenix and western Arizona and is part of the CO-OP network that provides members nationwide account access at 5,000 credit union branches and 30,000 ATMs.

Deposits are federally insured by the National Credit Union Administration.

David-Kexel-HeadshotDavid Kexel is the Director of Brand and Communications for Arizona Financial Credit Union.

He has over 25 years of marketing experience and oversees Arizona Financial’s marketing communications, social media, public relations, and partnership programs.

He is a native of Wisconsin but has called Arizona home for more than 30 years.

Follow Arizona Financial on LinkedIn, Facebook and Instagram.

TruWest-Logo

TruWest® Credit Union is headquartered in Tempe, Ariz. and operates as a cooperative providing its members with a lifetime of quality financial services and a culture of caring for its organization, employees and communities.

TruWest is a strong and sound financial institution with more than 90,000 members and assets totaling more than $1.8 billion. TruWest Credit Union has 11 branch locations—eight in metro Phoenix and three in Austin, Texas.

Mike-WaldronMike Waldron is the Vice President of Marketing at TruWest Credit Union.

He has been with TruWest for over eight years and has more than 20 years of marketing experience, including marketing management, strategy, public relations, and community development.

Prior to joining TruWest, Mike worked in the hospitality and health benefits industries.

Mike holds a Master of Business Administration from Arizona State University and a Bachelor’s degree in Marketing Communications from Brigham Young University.

Follow TruWest® Credit Union on LinkedIn, Facebook, X and Instagram.

Tagged With: AeroFedCredit Union – Cori Federal Credit Union, Arizona credit union, Arizona Financial Credit Union, AZCUWEEK, banking, Checking Accounts, Cole Condie, Copper State Credit Union, credit union, Credit Union West, First Credit Union, Hughes, Landings Credit Union, loan, Local First, OneAZ Credit Union, Pima Federal, TruWest Credit Union, Tucson Federal, Vantage West

TALES FAILS AND ALES Local First Arizona with Thomas Barr and U and Improved with Jodi Low

February 28, 2019 by Karen

TALES-FAILS-AND-ALES-Local-First-Arizona-with-Thomas-Barr-andU-and-Improved-with-Jodi-Low1
Phoenix Business Radio
TALES FAILS AND ALES Local First Arizona with Thomas Barr and U and Improved with Jodi Low
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TALES FAILS AND ALES Local First Arizona with Thomas Barr and U and Improved with Jodi Low

Join Jennifer Burwell and Kyle McIntosh for the monthly rendition of Tales, Fails, & Ales . . . where we drink ales and tell tales about fails.  We represent MAC6, a company dedicated to the success of entrepreneurs and sharing their stories.  Our hope is by forcing these leaders to share their biggest fuck ups, that we can realize our greatness is always just on the other side of adversity.  Tune in monthly and enjoy hearing from the latest fuck ups, and be inspired by their tenacity to push through and make it happen.

LFA-Logo

Local First Arizona is a nonprofit organization that celebrates independent, locally owned businesses. We support, promote and advocate for a strong local business community and raise public awareness of the economic and cultural benefits provided by strong local economies. Local businesses contribute to a sustainable economy for Arizona and build vibrant communities we’re all proud to call home.

Thomas-Barr-on-Phoenix-Business-RadioXThomas Barr is the Executive Director for Local First Arizona, the largest coalition of local businesses in North America. He advocates for a strong local business community that contributes to building vibrancy, equity, and prosperity across the state. A proud Arizona native and graduate of Arizona State University, Thomas leads the business coalition of Local First Arizona by advocating for the economic and cultural benefits provided by building strong local economies.

Thomas steers the strategic direction of LFA’s major programs and initiatives as well as the engagement of over 3000 businesses across Arizona. As Executive Director, Thomas guides a team of statewide senior directors overseeing the execution of LFA’s communication strategy, major initiatives and key partnerships, as well as the collaboration of over 30 staff implementing work in entrepreneurship programs, small business advocacy, local food initiatives, sustainability, urban development and community building. He frequently speaks to groups locally and nationally, presenting the impact of Local First Arizona and the importance of local economy work in building prosperity.

Outside of Local First Arizona, Thomas has participated in volunteering his time to many causes and organizations throughout the Valley including Young Nonprofit Professionals – Phoenix, Equality Arizona, Alliance of Arizona Nonprofits, Arizona Commission on the Arts, Heritage Square and Phoenix Legal Action Network. Additionally, Thomas is a 2018 Phoenix Magazine 40 Under 40 honoree, alumni of Arizona Leading for Change, and current participant in Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

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U & Improved provides innovative, sustainable leadership development training to individuals and companies committed to growth. We give our clients the tools to improve collaboration and communication in a way that results in loyalty, trust and a culture of coaction.

Jodi Low is an accomplished corporate trainer, inspirational speaker, and the Founder and CEO of U & Improved. Jodi has trained thousands of entrepreneurs and executives on how to build a booming business, master a mindset for success, and achieve the lifestyle they desire through heart-fueled leadership.

Through U & Improved—an award-winning personal and professional leadership development company based in Scottsdale—Jodi has redefined traditional leadership training by creating a sustainable and actionable model that is personal, challenging and meaningful to each and every individual who enrolls in any of the two-and-a-half-day experiential training classes. She and her elite training team have advanced the charge in heart-based leadership
development and empower U & Improved graduates with knowledge, tools and awareness to immediately be more effective and responsive leaders at work, home and within their communities.

Among her many accomplishments as a Valley leader, Jodi launched a teen leadership program in 2014 to empower young adults to become more confident, motivated and focused stewards of our future. In 2016, she founded a non-profit arm of the company—the U & Improved Leadership Foundation—that makes the program more accessible to deserving teens. TALES-FAILS-AND-ALES-Local-First-Arizona-with-Thomas-Barr-andU-and-Improved-with-Jodi-Low

Jodi has been recognized by industry publications and organizations for her work in leadership development and serves as a source of inspiration within the community. In 2015, she was honored as an “Outstanding Women in Business” by the Phoenix Business Journal and by the Phoenix Suns and National Bank of Arizona with the “Amazing Women” award. She has received both the prestigious “Diversity Leader of the Year” and the Scottsdale Chamber of Commerce’s “Sterling Award.” She was also awarded a Silver Stevie Award for Female Entrepreneur of the Year 2015 and was a finalist for the Junior League of Phoenix’s Valley Impact Award. Jodi is a devoted single parent who volunteers her time at her daughters’ school programs and with organizations such as Angel Mamas, where she’s served on the board for three years.

Follow U & Improved on LinkedIn, Twitter and Facebook.

ABOUT TALES FAILS and ALES

Tales, Fails & Ales is brought to you by MAC6, Conscious Capitalism Arizona, Phoenix Business Radio X, Crush Craft Cider, and Lyft.  Remember to keep your fuck ups in the board room and not on the road.

ABOUT YOUR CO-HOSTS

KyleMcIntoshWith a background in marketing, in various for profit and not for profit companies, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?” From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Kyle is the President and Creative Excitant of MAC6.  Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space.  The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses.  Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant.

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer-BurwellJennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs. She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture focused leadership programs with organizations of all sizes to integrate the company’s values and create higher performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on Facebook

Tagged With: conflict management, Conscious Leadership, healthy corporate culture, leadership presence, local business, local business resources, Local First, Local First Arizona, Managing Stress, Personal Accountability, professional development, recources for businesses, The Keys to Business Success, Winning Corporate Culture

BUSINESS SOLUTIONS Local First Arizona Founder Kimber Lanning with Giving Coach and Rainmaker Andrew Kolikoff

September 4, 2018 by Karen

Andrew-Kolikoff-and-Kimber-Lanning-with-Jon-Deiter-on-Business-RadioX
Phoenix Business Radio
BUSINESS SOLUTIONS Local First Arizona Founder Kimber Lanning with Giving Coach and Rainmaker Andrew Kolikoff
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BUSINESS SOLUTIONS Local First Arizona Founder Kimber Lanning with Giving Coach and Rainmaker Andrew Kolikoff

LocalFirstArizonaLogo

Local First Arizona Foundation is a statewide organization focused on building a more diverse, inclusive, and equitable Arizona economy. They do this by creating innovative programs that enable every Arizonan the chance to build a healthy and prosperous life for themselves and their families.

lanningshot3Kimber Lanning is an entrepreneur, business leader and community development specialist who works to cultivate strong, self-reliant communities and inspire a higher quality of life for people across Arizona. Lanning is the founder and executive director of Local First Arizona Foundation, a statewide organization focused on creating a diverse and inclusive Arizona economy. LFAF is leading the nation in implementing systems and policies to ensure a level playing field for entrepreneurial endeavors and communities of all sizes. LFAF programs include increasing healthy local food production and access, growing entrepreneurial development in underserved communities, and expanding rural community development – each of which plays a part in building sustainable and resilient local economies.

Lanning is also the founder of Local First Arizona, the largest advocacy organization for independently owned businesses in North America. Lanning has received national numerous awards for her diverse work and extensive leadership and speaks regularly around the country. Her work in promoting adaptive reuse in Phoenix’s urban core was recognized by the American Planning Association, who presented Lanning with the Distinguished Citizen Planner Award in 2013. She has also been named one of the “50 Most Influential Women in Arizona” (Arizona Business Magazine, 2011), was the recipient of the Athena Award by the Greater Phoenix Chamber of Commerce in 2013, and was named Citizen Leader of the Year from the International Economic Development Council.

Follow Local First Arizona on Facebook, Twitter and Instagram.

KolikoffLogo3-15

Kolikoff & Company is a leadership coaching and giving mentoring firm with highl y specialized programs designed to make you a better business developer, rain maker, leader and human being.

AndrewLookingDownAndrew Kolikoff is a former chief science officer, 3-time successful business own er (once landing him on the front page of USA Today), author, adjunct professor, coach and consultant now helping lead the charge in one of Arizona’s fastest growing tech companies. Andrew has mentored and changed the lives of over 500 business owners and professionals.

Connect with Andrew on LinkedIn, Facebook, Twitter and Instagram.

 

ABOUT YOUR BUSINESS SOLUTIONS RADIO HOST

In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.

He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS!  He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS.  He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.

EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.

Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies.  He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant.  He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

His leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give Jon a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.

Jon is active in the Conscious Capitalism movement and is a founding member and Treasurer of the Arizona Chapter of Conscious Capitalism.  Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.

www.linkedin.com/in/jondeitereosimplementer
www.eosworldwide.com
www.consciouscapitalismaz.com
Jon’s Direct Line: 480-760-5809

 

Tagged With: giving coach, Leadership, Local First, personal development, rainmaking, the entrepreneurs secret

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