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Coming soon: develop leadership skills, confidence, and insight through peer mentoring groups in our Mastermind.

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Our speakers and workshop leaders have extensive experience with credit unions, technology, and audiences of any size.

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Our Latest Blogs

2020 Credit Union Technology Trends to Watch

2020 Credit Union Technology Trends to Watch

Although we're not quite halfway through the year yet, January this year feels like a lifetime ago. With the Covid-19...
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Five Fintech Marketing Tips for 2020

Five Fintech Marketing Tips for 2020

There are many reasons why fintechs startups don’t “make it.” One common reason is that they lack the money or...
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CU 2.0 Fintech Friday: iink Endorsements

CU 2.0 Fintech Friday: iink Endorsements

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with iink Endorsements to discuss all things credit union, fintech,...
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CU 2.0 Fintech Friday: The DCU Fintech Innovation Center

CU 2.0 Fintech Friday: The DCU Fintech Innovation Center

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Vasilios Roussos from the DCU Fintech Innovation Center to...
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CU 2.0 Fintech Friday: Boss Insights

CU 2.0 Fintech Friday: Boss Insights

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Tally St to discuss all things credit union, fintech,...
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Your Credit Union Should Use Yelp

Your Credit Union Should Use Yelp

https://vimeo.com/215772406 Do you ever wonder if your credit union members are using Yelp? We can answer that for you: Yes....
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CU 2.0 Fintech Friday: Tally St

CU 2.0 Fintech Friday: Tally St

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with Tally St to discuss all things credit union, fintech,...
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CU 2.0 Fintech Friday: LionX

CU 2.0 Fintech Friday: LionX

It’s CU 2.0 Fintech Friday! Today, Chris Otey sits down with RenoFi to discuss all things credit union, fintech, and...
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How to Grow Credit Union Membership Through SEG Marketing

How to Grow Credit Union Membership Through SEG Marketing

Does your credit union effortlessly acquire new members? if so, this post is not for you! However, if you work...
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What Does Marketing Automation for Credit Unions Cost?

What Does Marketing Automation for Credit Unions Cost?

Generating and managing credit union revenue is a chore, and being not-for-profit doesn’t make it any easier. So, anything that...
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New Podcast Episodes

2020 Credit Union Technology Trends to Watch

2020 Credit Union Technology Trends to Watch

Although we're not quite halfway through the year yet, January this year feels like a lifetime ago. With the Covid-19...
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CU 2.0 Podcast 91 Sherif Hassan Capiform on Smarter Lending Now

CU 2.0 Podcast 91 Sherif Hassan Capiform on Smarter Lending Now

How could we build a lending tool that anybody could use? That is the driving thought that led Sherif Hassan...
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CU 2.0 Podcast 90 Bill Kennedy Tells How Many Credit Unions Will Close in the Next Year

CU 2.0 Podcast 90 Bill Kennedy Tells How Many Credit Unions Will Close in the Next Year

Bill Kennedy has spent a credit union career moving from institution to institution. He has worked at 11 – “6...
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CU 2.0 Podcast Bob Meara Celent on Covid-19 and Your Credit Union Part 3

CU 2.0 Podcast Bob Meara Celent on Covid-19 and Your Credit Union Part 3

From the future of branches (maybe brighter than you fear) to the profound impacts Covid-19 may have on your credit...
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CU 2.0 Podcast Episode 86 Alan Bergstrom Exclamation Services CUSO

CU 2.0 Podcast Episode 86 Alan Bergstrom Exclamation Services CUSO

Do what you do best and let us do the rest. That’s the one sentence pitch for Exclamation Services, a...
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CU 2.0 Podcast Episode 83 Ron Shevlin, Again, on How to Win in Financial Services

CU 2.0 Podcast Episode 83 Ron Shevlin, Again, on How to Win in Financial Services

Who will win: community banks or credit unions? War on. A keen observer is Ron Shevlin, diretor of research at...
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CU 2.0 Podcast Episode 82 Jon Ogden MX on the Future of Banking

CU 2.0 Podcast Episode 82 Jon Ogden MX on the Future of Banking

Does your credit union have a future? There’s the blunt question. Welcome to the CU2.0 Podcast with your host Robert...
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CU 2.0 Podcast Episode 81 Keith Leggett and Bank-Credit Union Mergers

CU 2.0 Podcast Episode 81 Keith Leggett and Bank-Credit Union Mergers

When a credit union buys a community bank is that dancing with the devil? Welcome to the CU2.0 podcast with...
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CU 2.0 Podcast Episode 80 Scott Petry Authentic8 on the Tower of Babel in Many FIs

CU 2.0 Podcast Episode 80 Scott Petry Authentic8 on the Tower of Babel in Many FIs

They just don't talk well together. That's the surprising conclusion in a report entitled "Surprising Disconnect Over Compliance and Secure...
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CU 2.0 Podcast Shane Butcher on Remote Workers, Credit Unions, and Coronavirus Part 2

CU 2.0 Podcast Shane Butcher on Remote Workers, Credit Unions, and Coronavirus Part 2

Shane Butcher is a security guru at CUSO Ongoing Operations and lately has been busy helping numerous credit unions safely transition their...
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