The Speakeasy

The Speakeasy Podcast brings a unique, humanized perspective on financial marketing trends, challenges, and insights. Hosted by two industry thought leaders, Kelly Hellickson and Hilary Reed, this is your exclusive source for all things financial marketing!

Episodes

2022 Media Buying Trends for Financial Institutions

March 23, 2022

Billboards, Radio, OOH, OTT, Display Ads, Bus Wraps, OH MY! We'll talk with Todd Babish of Viamark Advertising about the top tips, tricks, and trends in media buying for financial institutions in 2022.

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Find Your Force of Good: Building a Brand Via Social Responsibility

January 11, 2022

With consumers more aware than ever before about the companies they do business with, credit unions need to understand and embrace their role as change agents within the communities they serve. For MIT Federal Credit Union, it’s no longer just about the bottom line. In this episode, we talk with Rui Domingos, CEO, about creating relationships via social responsibility and how being a force for good makes for bigger brand impact.

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From Marketing To CEO: Lessons Learned

December 28, 2021

Learn how Shalonda Dawkins of Southern Federal Credit Union moved from Marketing to CEO by thinking strategically and learning to speak the financial language of the C-Suite.

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Retail Branch Builds: Today's Climate and Temperament for FI's

December 28, 2021

The design, layout and flow of a branch have huge impacts on how employees, members and customers feel about an organization. Join us as Mark Alguard and the team at Momentum share insights about how a FI’s physical space is changing!

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Strategic Decisions, Forward Motion and Communicating with the C-Suite – Oh MY!

December 20, 2021

Putting one foot in front of the other – and how leadership support is everything!

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Transforming A Credit Union

December 9, 2021

On this episode, Kelly Hellickson welcomes Dawn Clark, Vice President of Marketing at We Florida, as they talk about transforming a credit union.

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Marketing on the Island

December 1, 2021

Join us to hear how Jesica Carriaga markets on Hawaii’s Big Island. You’ll get insights into how to manage changes in leadership and how to position yourself for taking on more responsibilities and advancing at your credit union.

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Growth Through Data, Collaboration and Empowerment

November 5, 2021

In this episode, Hilary Reed and President and CEO of Evergreen Credit Union Jason Lindstrom explore growth through data, collaboration, and empowerment.

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Making "it" Work 24/7 - The Life of a Full-Time Career Woman

October 28, 2021

The Speakeasy - FT Career Momma Bear - SE 1

Featuring an inside view from The Chalkboard Mom:
In this episode, we're talking with Mrs. Dawson on the highlights (and lowlights) of ruling a classroom and a household whilst navigating twenty first century style speed bumps.... with style, grace and a little bit of retail therapy.

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Dave Wilde Discusses Expansion During a Pandemic

September 20, 2021

Dave Wilde discusses expansion during a pandemic.

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The Progressive Road Ahead: The Decision to Implement Reputation Management and Why

July 13, 2021

In this episode, JD and Kelly Hellickson discuss the benefits of reputation management - why it's important and how it works - where credit unions and banks are concerned. We'll talk about how progressive of a move it was for JD and his CEO David - to implement reputation management during the throws of a pandemic as well as all of the other improvements Alta Vista Credit Union has made in the last 18 months!

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Transforming Branch Location Retail Siting with the Power of Artificial Intelligence - How, ...

July 12, 2021

Cory Albert explains using AI to determine the best location to build branches post covid-19.

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Trends Relative to Employees

June 18, 2021

Jenny Bengeult LEED AP, NCIDQ® , CID #7271 discusses financial institution and branch build trends relative to employees.

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Trends Relative to Brand

May 28, 2021

Jenny Bengeult LEED AP, NCIDQ® , CID #7271 joins Kelly Hellickson to discuss financial institutions and branch builds throughout the pandemic relative to brands.

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Trends Relative to Workplace

May 28, 2021

Jenny Bengeult LEED AP, NCIDQ® , CID #7271 discusses financial institution and branch build trends relative to the workplace.

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The Major Components of Reputation Management

February 9, 2021

Our previous episode on Reputation Management with Matt and Riley from Widewail focused on the importance of managing your online reputation. In this episode – we are going to school you on the product offerings, your options and help you navigate each of these with regards to customizing a platform that is unique to YOUR Financial Institution.

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Online Reputation Management and Testimonials: Tell Me How You Really Feel

January 21, 2021

In today's fast-moving online environment of social media, it is becoming more important than ever to manage your online reputation. That's where today's guests on The Speakeasy bring their business expertise to manage this part of your reputation.

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A Living, Breathing Credit Union Rock Star: Catching Up with Christopher Morris

January 8, 2021

There’s no person better suited to appear on The Speakeasy than our guest, Christopher Morris. As a musician, artist, writer, and all around decent guy with great hair, Chris always brings his A game to the credit union world.

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When Change Management and Strategic Planning Met A Pandemic

December 19, 2020

Brian Grytdal MBA joins hosts Kelly Hellickson and Hilary Reed to discuss how strategic planning and change management have shifted during the pandemic.

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How to Herd Cats. A Chat with a Marketing Firm's Project Manager

December 18, 2020

Erin Lutz joins hosts Kelly Hellickson and Hilary Reed to discuss what a project manager does, and tips on how to manage creativity within a marketing department.

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The Speakeasy

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}2022 Media Buying Trends for Financial Institutions

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Find Your Force of Good: Building a Brand Via Social Responsibility

From Marketing To CEO: Lessons Learned

Retail Branch Builds: Today's Climate and Temperament for FI's

Strategic Decisions, Forward Motion and Communicating with the C-Suite – Oh MY!

Transforming A Credit Union

Marketing on the Island

Growth Through Data, Collaboration and Empowerment

Making "it" Work 24/7 - The Life of a Full-Time Career Woman

Dave Wilde Discusses Expansion During a Pandemic

The Progressive Road Ahead: The Decision to Implement Reputation Management and Why

Transforming Branch Location Retail Siting with the Power of Artificial Intelligence - How, ...

Trends Relative to Employees

Trends Relative to Brand

Trends Relative to Workplace

The Major Components of Reputation Management

Online Reputation Management and Testimonials: Tell Me How You Really Feel

A Living, Breathing Credit Union Rock Star: Catching Up with Christopher Morris

When Change Management and Strategic Planning Met A Pandemic

How to Herd Cats. A Chat with a Marketing Firm's Project Manager

Popular Podcasts

For You.css-1r2bfgw{margin:0 0 -2px 5px;}

2022 Media Buying Trends for Financial Institutions

Find Your Force of Good: Building a Brand Via Social Responsibility

For You