Telling Your Credit Union Story

Streamed June 14, 2023

Storytelling does more than convey facts and figures. It helps to build and foster relationships, engender trust, enhance loyalty, and fuel further engagement. During this network meeting, hear today's expert storytellers share their personal tactics and insights for success. Present your questions and comments and share your successes to further enrich and energize all participants in this valuable discussion, which promises to help elevate your skills in telling your credit union’s story.


Susan Luke Evans
Certified Speaking Professional, Global Speaking Fellow

Susan is a master storyteller, as well as an author, storytelling coach, trainer, and keynoter. Combining her years of experience with her expertise, allows her to assist others in creating, crafting, and/or modifying a story they want to use as a part of a presentation, an overall organizational communication strategy, and/or a marketing campaign. Her practice assists leaders who want to elevate their messages to create flexible, engaged, and agile workplaces, and in the process maximize their personal ROI (Return on Influence). She believes that everyone should LIVE a great Story to build their Legacy, and subsequently increase the influence of their organization with its members. Susan has earned both the Certified Speaking Professional and the Global Speaking Fellow designations.


Richard Gose
Chief Political Officer, Credit Union National Association (CUNA)

For the past 34 years Richard has worked as a Political Affairs and Trade Association professional. He has applied his experience of campaign politics, grassroots activation, a well-developed understanding of the legislative process, and his expertise with targeted communications to advance the political operations for three major trade associations – the National Association of Home Builders (NAHB), the American Insurance Association (AIA), and currently, the Credit Union National Association (CUNA). In more recent years, at CUNA, Gose has dedicated his unique skillset to enhance state and grassroot political efforts in the financial services sphere. He leverages partnerships with state associations to develop programs and services that assist credit unions in improving their legislative and political standing. These programs include Hike the Hill and Project Zip Code, which focus on building and improving the relationship between elected credit union champions and their constituents. Additionally, he has cultivated several advocacy training programs aimed at training credit union advocates on effective communication tactics.


Stephanie Smith, CUDE
Executive Director, America’s Credit Union Museum

As the Executive Director of America’s Credit Union Museum, Stephanie works with credit union executives, association leaders, and passionate credit union advocates in preserving America’s credit union history and philosophy. By serving as a steward of credit union history at its birthplace in Manchester, New Hampshire, she ensures America’s Credit Union Museum is a prominent fixture of the credit union movement. Stephanie also is heavily engaged in fundraising for the museum as well as running its day-to-day operations and developing its overarching strategy. She is a member of the Association of Fundraising Professionals and the International Council of Museums. She has earned the Credit Union Development Educator designation and under her direction, the museum won the Herb Wegner Award of Excellence, the credit union movement's highest national honor.


Isaiah Moskowitz
Founder and CEO, LTI Business Solutions

Isaiah is the founder and CEO of LTI Business Solutions, a creatively driven marketing and advertising agency based in the Boston area. After graduating from The New England School of Broadcasting in 1991, Isaiah began his career as a radio on-air personality on Steven King’s rock radio station in Bangor, Maine. He continued his career at what is today iHeart Media in Portsmouth, NH, serving as a radio personality and creative service director. From 2005 until 2016, Isaiah worked directly with hundreds of clients as a media salesperson for WJRR and others in Orlando, Florida; Sports Radio WEEI; The Red Sox Radio Network; WAAF; and WRKO in Boston. In 2016, Isaiah founded the marketing and advertising agency, LTI Business Solutions. The storytelling he provides for his clients such as Applebee’s, Circle K, Workers Credit Union, the Department of Veteran Affairs, Disabled American Veterans of Massachusetts, the Cooperative Credit Union Association, and more, is built on 30-plus years of real-life experience, attracting attention, and achieving lasting relationships results. What’s your story?


Sarah Snell Cooke
Principal, Cooke Consulting Solutions

CCS provides brand building, content marketing and public relations. She is also the co-founder and publisher of The Credit Union Connection, a media outlet supporting credit unions’ thrival by focusing on career development, educational opportunities and events, and business partners that bolster credit union growth. Sarah is a veteran of communications, previously serving in various roles over 18 years at Credit Union Times where she ultimately became publisher and editor, and the last seven years providing strategic communications consulting and execution for various credit unions and companies that serve them.