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Develop lifelong 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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News & Media

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Our Latest Blogs

Tokenization and the Value of Very Good Security for Credit Unions

Tokenization and the Value of Very Good Security for Credit Unions

In survey after survey, security tops the list of consumer priorities for digital banking technology. It beats convenience, UI/UX, and...
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Quilo, Market Trends, and Credit Union Installment Loans

Quilo, Market Trends, and Credit Union Installment Loans

Fintechs powered 49% of personal loans in 2019. With the rise of Buy Now, Pay Later (BNPL) and Earned Wage...
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A Buy Now, Pay Later Provider Review for Credit Unions

A Buy Now, Pay Later Provider Review for Credit Unions

Typically, Buy Now, Pay Later (BNPL) is an option that allows consumers to make installment payments on purchases over $100....
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Support Fintech and Vendor Solutions Better with SD-WAN

Support Fintech and Vendor Solutions Better with SD-WAN

Our drive to focus on the technologies that drive credit unions forward and increase their market share has a downside:...
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Datava and the Power of Personalization

Datava and the Power of Personalization

Credit unions used to differentiate through the member experience. When members walked into the branch, they were greeted by name...
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The Best Credit Union CRM Software for 2022

The Best Credit Union CRM Software for 2022

Customer Relationship Management (CRM) software helps organizations manage interactions with current and prospective customers. CRMs assist in managing contact lists,...
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How to Fix Credit Union Call Center Inefficiencies

How to Fix Credit Union Call Center Inefficiencies

Call centers are a necessary evil. But credit unions don’t have to rely on them nearly as much as they...
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Business Messaging, Credit Unions, and Connecting with Members

Business Messaging, Credit Unions, and Connecting with Members

In the credit union industry, everything should come back to serving members. If you’re not doing that, then what’s the...
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Buy Now, Pay Later (BNPL) and Credit Unions

Buy Now, Pay Later (BNPL) and Credit Unions

Buy Now, Pay Later (BNPL) is the biggest payments trend that credit unions aren’t using. That needs to change ASAP....
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10 Best Practices for Credit Union Patch Management

10 Best Practices for Credit Union Patch Management

After several years of doing it ourselves, my partner and I broke down… (more…)
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New Podcast Episodes

CU 2.0 Podcast Episode 200 Visions FCU’s Joe Keller on Credit Unions and Digital Assets

CU 2.0 Podcast Episode 200 Visions FCU’s Joe Keller on Credit Unions and Digital Assets

How good a manager are you? Tell me: do you have a VP of digital assets? Didn't think so. What...
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CU 2.0 Podcast Episode 199 Julie Markee EOS on Managing for Success

CU 2.0 Podcast Episode 199 Julie Markee EOS on Managing for Success

How good a manager are you? Be honest now.  Do you have a systematic way of measuring how effectively you...
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CU 2.0 Podcast Episode 198 Seth Brickman QCash on How an Amazon Guy Found What He Wanted at a CUSO

CU 2.0 Podcast Episode 198 Seth Brickman QCash on How an Amazon Guy Found What He Wanted at a CUSO

Seth Brickman's career includes the US Navy (remember Top Gun? That was his motivator). Then he landed at Microsoft, he co-founded...
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CU 2.0 Podcast Episode 197 Barb Lowman President CUNA Strategic Services on Credit Union Survival Skills 2022 Edition
CU 2.0 Podcast Episode 196 Dan Michaeli Glia on Digitizing Member Service and Credit Union Merger Mania

CU 2.0 Podcast Episode 196 Dan Michaeli Glia on Digitizing Member Service and Credit Union Merger Mania

You know the numbers.  In just the first three quarters of 2021 the NCUA approved 117 mergers and there will...
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CU 2.0 Podcast Episode 195 Gordon Flammer Datava

CU 2.0 Podcast Episode 195 Gordon Flammer Datava

Is the company name pronounced Datava, Data-va, or, what's your guess? (more…)
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CU 2.0 Podcast Episode 194 Bill Clark Engageware on Digital Trends

CU 2.0 Podcast Episode 194 Bill Clark Engageware on Digital Trends

The company name flows much more smoothly off the tongue: Engageware. (more…)
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CU 2.0 Podcast Episode 193 Elan Mevasse on Very Good Security – Is It a Better Way to Secure Member Data?

CU 2.0 Podcast Episode 193 Elan Mevasse on Very Good Security – Is It a Better Way to Secure Member Data?

Ask Very Good Security - a San Francisco based fintech - what it does that is different in terms of securing member...
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CU 2.0 Podcast Episode 192 Laura “Lo” Trujillo Array on Credit Scores and Your Members

CU 2.0 Podcast Episode 192 Laura “Lo” Trujillo Array on Credit Scores and Your Members

It's called Array for good reason.  That's because this fintech offers an arsenal -- ok, an array - of credit score tools...
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CU 2.0 Podcast Special Edition: Tech in Ukraine, Surviving the War

CU 2.0 Podcast Special Edition: Tech in Ukraine, Surviving the War

Before the Russian invasion, Ukraine's tech sector was a brilliant, bright spot in that Eastern European nation. By most tallies...
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