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TruStage™ values

What matters to us

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Our values

It is important that our values reflect who we are, what we do and how we uniquely serve our customers, consumers, employees and the community.


Do the right thing

We strive to lead with integrity, focus on the interests of our people, communities and customers to deliver on the promises we make.


Make a difference

We strive to make a difference every day and empower each other to achieve great things together — creating a positive impact on society. 


Look for a better way

We lean forward, challenge the status quo and embrace risk to anticipate and better meet the needs of everyone who counts on us. 


Be inclusive

We believe greatness can come from anywhere and anyone — so we embrace the diversity of people and ideas and listen openly.

Code of Conduct

In a highly regulated industry such as ours, we’re tasked with being responsible stewards of the money our customers entrust to us. We must be intentional about earning that trust every day.

That starts by embracing our corporate values, which you’ll see reflected throughout our Code of Conduct.

View our Code of Conduct

Land acknowledgement statement

We recognize the sacred land upon which we stand today. These are the ancestral lands of Hoocąkra, known as the Ho-Chunk (English translation: people of the big voice). We acknowledge and respect the sovereignty of the Ho-Chunk Nation, the eleven other federally recognized tribes of Wisconsin and all indigenous tribes. We recognize that indigenous peoples were forcibly removed from these lands for decades before the year 1832, which marked the beginning of the official removal policy of the U.S. government. Originally called TeeJop (day JOPE, English translation: four lakes), the area is now called Madison. We recognize the original inhabitants and their culture, their sacred effigy mounds, the stewardship of this land for over 12,000 years, and the descendants that continue to call this place their home. In offering this land acknowledgment, we are making a commitment to strengthen our partnerships with Indigenous communities throughout the country and more specifically with the Ho-Chunk Nation.

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Values in Practice

Our Values in Practice (ViP) program recognizes employees who lean into our corporate values and exemplify exceptional performance throughout the year. Employees are nominated by their peers, and winners are selected by a committee of diverse employees.

Among hundreds of nominations this year, these individuals stood out for the difference they’re making — earning them a ViP award.

Golden Compass Award

Embodies the value: Do the right thing

Justin O'Neil

Justin O'neil

When there is an opportunity to make improvements, Justin gets things done. He’s a life-long learner and shares his knowledge with others to advance the business. Through considerate challenges to the status quo, he provides design solutions that improve our capabilities.

Meg Brennan

Meg Brennan

Hitting the “easy button” is one way to get things done. But, if Meg is on the job, the work is going to get done with care, intention and a can-do attitude. She’s an approachable leader who is greatly respected for her empathic and personalized approach.

Change Agent Award

Embodies the value: Make a difference
Jolene Nell

Jolene Nell

Jolene is a driving force in advancing change for our Special Investigation Unit. This team investigates potential fraud and tracks down rightful beneficiaries. Jolene’s work resulted in an all-time high of funds stopped from landing in criminals’ hands.

Derick Kluge

Derick Kluge

When you’re working through a change, you want someone like Derick on your team. He makes navigating complex work look effortless by bringing stakeholders together to shape what’s next. And, he exemplifies what can be done when you really care about doing the right thing.

Innovator Award

Embodies the value: Look for a better way
Michelle Robertson

Michelle Robertson

Over the span of two days, Michelle coordinated two of the most significant product launches in the history of our TruStage™ Consumer Insurance Program. Exceptional planning and the persuasive leadership skills of an innovator is how she got it done.

Gil Burns

Gil Burns

Always prepared for a challenge, Gil thrives on finding ways to solve challenging puzzles. He continually pushes beyond norms and paves a path for others to follow. If you’re ever wondering where he is, know he’s somewhere looking for ways to modernize our business and enhance our customers’ experiences.

DEI Champion Award

Embodies the value: Be inclusive
Cheryl Guthrie-Swartzrauber

Cheryl Guthrie-Swartzrauber
Always encouraging her colleagues and partners to advance in their DEI journeys, Cheryl introduced new measurements in our litigation counsel process to ensure historically underrepresented lawyers are considered for advancement and leading roles in law firms.

Maria Curlott

Maria Curlott

Empathy and respect for others goes a long way in a world with so many opinions. If you need an advocate in your corner, Maria will be there. She values what makes each of us unique. And, she creates a welcoming, safe work environment for everyone around her.

Unsung Hero Award

Embodies all values
John Baltzer

John Baltzer

Change is hard. When it’s led by a person like John, the huge task can be smooth for everyone. His efforts to provide our credit union customers and his colleagues with a great experience are remarkable.

Brittany Moore

Brittany Moore

Everyone has that person — someone they know they can rely on as their “go to” when others are at a loss. For many, their Unsung Hero is Brittany. She’s a leader who keeps her team focused, energized and happy. And, she’s a colleague who makes things easy and builds relationships with everyone she meets.

Find more than a job — find your career

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