IDC TECHNOLOGY LEADER SUCCESS STORY

TruStone Financial Credit Union:
Creating Exceptional Financial Experiences Starts with Investing inOur People
Who Is TruStone Financial?
TruStone Financial Credit Union, a 2 time CIO100 Award Winner in 2023 and 2024, has exemplified what it
takes to use technology to transform an industry and turn that into value for its customers. So what is at
the core of this success? It's not just the investment in and innovative use of technology, though that's acritical piece. At its heart are the people driving innovation, those building and fostering a culture ofempowerment and continuous improvement and investing in their leaders of tomorrow.
Gary Jeter joined the TruStone family in 2021 at a critical point in their transformation journey. We asked
Gary what it takes to be recognized as a transformative player in this industry, and here's what he had tosay.

I attribute a lot of the success of my leadership team to thecoaching that IDC paired them up with. Because of the oneon-one coaching, I have seen my team grow and polish theirexecutive presence, leadership skills and emotional
intelligence.Opportunity

IDC Solution

At the onset, what led Gary to IDC was professionaldevelopment. He wanted a partner that could connect
him with other IT leaders, to learn from peers, getprofessional feedback, and ultimately grow himself asa leader. Beyond that, he was also looking for ways toshowcase TruStone as an innovative leader
transforming the financial services industry and toattract great talent. TruStone at the time had aresearch provider, but they didn’t offer the leadershipand development opportunities he was looking for.
IDC offered the perfect solution and checked all theboxes Gary was seeking, and even more as it turnedout.

Where Gary's journey with IDC started was Council
Membership with Board Prep which provided Board
Training and Certification, a Coach, and CIO Executive
Council Membership. As a Member, Gary was able toimprove his understanding and interactions with theTruStone Board of Directors.
During this experience, Gary's focus began to shift from his own professional development to that of histeams. While working with IDC, he learned about
Pathways Leadership Programs. Gary enrolled histeam of direct reports into Pathways and quickly
started realizing the value of doing so by theprofessional growth he was seeing in his team, andexpanded their membership to the next level of direct
reports.

Pathways coaching has been brilliant. It has been
well worth the investment by helping us move
forward and focus on some of the right things.

OutcomeThe outcome of TruStone's partnership with IDC far
exceeded the original intent. Not only was Gary able
to develop himself professionally and drive awarenessof the TruStone brand, through Pathways Leadership
Programs he was also able to provide his team withmentoring and professional development fromexperienced global leaders. "Pathways coaching hasbeen brilliant. It has been well worth the investment byhelping us move forward and focus on some of the rightthings." Today, TruStone has 6 employees enrolled in
Pathways Leadership Programs.
Transforming a culture is a journey, and in anenvironment of constant change and innovation,
having a team you can empower and trust isinvaluable. And having a company like TruStone
Financial willing to invest in its leaders of tomorrow isbusiness excellence at its finest.

Partner with IDC on your Journey to the Digital FutureInterested to learn more? Scan the QR code or click here to request a call from an IDC representative