CU 2.0 VIP Podcast Live from Boulder 1 – Fiore and Hsieh on Fractional Real Estate and Member Retention
If you weren’t there, you weren’t there – but this year’s CU2.0 VIP Live in Boulder was three nights and two days of the unexpected, the unimagined, and a whole lot of interchange and learning among credit union and fintech execs.
CU 2.0 Podcast Episode 242 Omar Jordan Coviance on Closing Loan Applications Faster, Smarter
You don’t know Coviance – but you do know LenderClose and its founder Omar Jordan. And now you know LenderClose has changed its name to Coviance.
CU 2.0 Podcast Episode 241 on What You Need to Know about Raising Capital with Sale-Leaseback Deals
Ask Affinity Federal Credit Union in New Jersey how it recently came up with over $50 million – in cash – to fund branch expansion.
CU 2.0 Podcast Episode 240 David Martinez CIO Arlington Community CU on How Mid-sized CUs Can Thrive
Arlington Community Federal Credit Union – headquartered in Arlington VA and with assets just shy of $500 million – thought it had its growth plan set. It would merge with $246 million First Federal Credit Union (headquartered in adjacent Alexandria VA). But then the First Federal members rejected the plan.
CU 2.0 Podcast Episode 239 David Metz CEO of Prizeout and Darlene Johnson, EVP of Suncoast Credit Union, on Value Upping Gift Cards
Shazam, watch a $10 gift card – maybe one issued by retail goliath Amazon or perhaps WalMart – transform into a $13 gift card.
CU 2.0 Podcast Episode 238 Doug Brown President NCR Digital Banking on Financial Wellness as the Path to Young Member Recruitment
Financial wellness + millennials and Gen Z = a huge opportunity for credit unions. At least for the credit unions that approach wellness for that age cohort with the right tone of voice and mindset.
CU 2.0 Podcast Kirk Kordeleski Money Talks Episode 9: Knowing Your Risk Tolerance
Talk about Hatfields vs. McCoys. In the world of credit union c-suite retirement planning, there are two major competing scenarios. There are SERPs based on whole-life policies. And there are IULs, indexed universal life plans.
CU 2.0 Podcast Episode 237 Union Credit on RIP for Loan Apps
You probably have heard about CuneXus, the CUNA Mutual company that helps a credit union sort through its members and determine which offers – car loans, personal loans, credit cards and more – this member is eligible for without filling out a loan application.
CU 2.0 Podcast Episode 236 Attorney Henry Meier On Four Huge Threats You Just May Be Ignoring
Just when you start to think that things are settling down in credit union land – talk of recession is vanishing, inflation seems to be getting tamed, most experts expect a healthy uptick in mortgages come Spring and even new car sales are growing – here is Henry Meier, onetime general counsel of the New […]
CU 2.0 Podcast Episode 235 Peter Barnard CUSO rkGoBig on Helping Small Credit Unions Succeed
Ignite and preserve. Right there is the motto of rkGoBig, a CUSO with a singular focus: helping smaller credit unions survive and indeed prosper.