Strategies for the Credit Union CEO of Tomorrow

Credit union ceo strategy from cu 2.0 and om financial group

This piece is based off of a roundtable discussion at the CU 2.0 Brainstorm Event in July 2021. It is not intended to be comprehensive—rather, it will provide a cursory introduction to credit union CEO strategy.

Unpacking Legislation That Will Impact Credit Unions in 2021

CU 2.0 and DoubleCheck webinar on legislation impacts for CUs

Following the 2020 U.S. election, legislative priorities are expected to shift with a stronger focus on protecting consumers personal finances, establishing stricter disclosure requirements, and changing, or eliminating, overdraft fees. These actions will have a significant impact to the operations and income for credit unions.

2021 Credit Union Technology Trends to Watch

credit union trends

Wow. 2020 managed to pack a decade of excitement into the span of a single year. Interestingly, it also packed several years worth of digital transformation into a few months at the beginning of the pandemic. Credit unions began by closing branches, leaning heavily on their digital channels… and continued to lean on digital even […]

PPP Forgiveness: A Path Toward Digital Transformation

ppp forgiveness

PPP Loan Forgiveness is here. The SBA plans to open it’s PPP Loan Forgiveness in the coming days. Is your bank ready to provide a member experience that enhances your current relationship? Join CU2 and Capiform on 7/28 as we show how implementing a digital PPP Loan Forgiveness option can set your credit union up […]

PPP Loan Forgiveness Updates and Automation Opportunities – Webinar

streamlining the ppp forgiveness program for credit unions, banks, and community banks

The Paycheck Protection Program Flexibility Act of 2020 brings new guidance to the loan forgiveness process. The new act introduces leniency in the form of extended loan periods and new standards for employee compensation. But despite this new flexibility, the hard part is still to come: Handling forgiveness requests will be tedious, complex, and difficult. […]

How to Streamline the PPP Forgiveness Process – Webinar

streamlining the ppp forgiveness program for credit unions, banks, and community banks

Do you need a fast, scalable, PPP loan forgiveness platform? Learn how to create a member-driven process for PPP loan forgiveness. In this webinar, Capiform and CU 2.0 will discuss: Required documentation and calculator Process automation opportunities How to provide a friendly, member-driven experience throughout Do your small business members know what documents and information […]

A Credit Union’s Guide to PPP Forgiveness – Webinar Recording

credit union's guide to PPP forgiveness

54% of small businesses expect their Paycheck Protection Program loan forgiven according to a recent survey by the National Federation of Independent Business. In this webinar Capiform and CU 2.0 discussed: How technology can help credit union’s face the challenges associated with the administration, audit and forgiveness stages of the Paycheck Protection Program loans. How […]

Credit Union Recession Guide

As of this writing, the COVID-19 quarantine appears to have flattened the curve somewhat and discussions have shifted to how things will reopen. Many credit unions have been in crisis management mode for many weeks, and while they have felt the impacts on day to day operations with branch closures and remote workers, the financial […]