Podcast Vault
Insider takes on new technology, compliance issues, and other major issues affecting credit unions today.
Podcasts in order
Newest podcasts are listed first. The vault also occasionally features other podcasts that feature CU 2.0.
CU 2.0 Podcast Episode 331 Payfinia’s Siva Narendra on Instant Payments Now
Literally a couple days before I recorded this podcast with Siva Narendra, CEO and founder of Tyfone and now Payfinia, a story moved over the wire with
CU 2.0 Podcast Episode 330 Glia’s Jake Tyler on Responsible AI at Work in Credit Unions
AI – it’s the word on every lip in credit union land as most institutions scramble to find ways to usefully harness AI.
CU 2.0 Podcast Episode 329 Sensedia’s Lisa Arthur on Open Banking Is Coming At You
Open banking – two words that just may change your life and this change is coming at you, ready or not.
CU 2.0 Podcast Episode 328 Epic River’s Grobaski On Credit Unions and Medical Debts
The United States is awash in medical debt. How much is there? Hard to say but Kaiser Family Foundation has an estimate of $220 billion
CU 2.0 Podcast Episode 327 CUSO MSS on Keeping Smaller CUs Independent
Just about every credit union wants – indeed needs – new members…
CU 2.0 Podcast Episode 326 What’s a Hapax – and Why You Need One
Just about every credit union wants – indeed needs – new members…
CU 2.0 Podcast Episode 325 Union Credit’s Barry Kirby on Embedded Finance
Just about every credit union wants – indeed needs – new members…
CU 2.0 Podcast Episode 324 Har Rai Khalsa Swaystack on the How To of Activating New Members
The bad news is that after spending maybe a few hundred dollars to acquire a new member there’s a 50-50 chance that within a year
CU 2.0 Podcast Episode 323 Ravi Sandepudi on Today’s AI Wars
On one side is an army of highly skilled criminals, all now equipped with the latest AI tools.
CU 2.0 Podcast Episode 322 CU1’s Todd Gunderson + Cotribute on Digital Onboarding
What’s involved in implementing a digital member onboarding solution?
CU 2.0 Podcast Episode 321 First Tech’s Greg Mitchell and Splash Financial Tell Why This Relationship Works
This show was recorded on October 1.
CU 2.0 Podcast Fast Take Peter Duffy on the First Tech DCU Merger and What It Signifies
Buckle up, the ride just got a lot bumpier.
CU 2.0 Podcast Episode 320 Theresa Mason on American Share Insurance’s Alternative to NCUA
News flash: Every credit union does not have to use NCUA’s National Credit Union Share Insurance Fund.
CU 2.0 Podcast Episode 319 Happy Money’s New CEO on What the Fed Rate Cut Means for CUs
The Fed just cut its interest rate by half a point and Happy Money CEO Matt Potere is on the show to tell what a credit union needs to
CU 2.0 Podcast Episode 318 James Robert Lay on Banking on Change
James Robert Lay is back with a new book, Banking on Change, and a message that will rock credit union executives out of complacency: “The Age of
CU 2.0 Podcast Episode 317 Eric Foster on Woop Insurance
The show starts by asking Eric Foster, CEO of Woop Insurance, why the heck he named the company Woop, and it gets livelier from there.
CU 2.0 Podcast Episode 316 Solarity’s David Eldred on Putting AI to Work in a Credit Union
This podcast started at the CU 2.0 Live event in Arizona a few months ago because that’s where a lightbulb went off in David Eldred’s head.
CU 2.0 Podcast Episode 315 Starlight’s Search for $140 Billion In Unclaimed Federal Benefits for the Needy
There’s $140 billion in unclaimed federal benefits and assistance for households in need.
CU 2.0 Podcast Episode 314 Alloy’s Sara Seguin on Fighting Fraud in 2024
Fraud – there’s your five letter word for today and inside many credit unions it’s counted as a curse.
CU 2.0 Podcast Episode 313 Jennifer Oliver Rize Beyond Banking and Ending Poverty
Jennifer Oliver wants to tell you about Rize where the tagline is Beyond Banking. That’s an Irwindale CA based billion dollar institution – formerly SCE Credit Union
CU 2.0 Podcast Episode 312 Martin Walker Explains Curcl and Its Fintech Funding
Martin Walker is the man to know if you are a fintech looking for credit union related venture funding and he also is the man
CU 2.0 Podcast Episode 311 Rosenthal + McCray on Community Capital, the New Book
Probably you think a book titled Community Capital has to be a snoozefest.
CU 2.0 Podcast Episode 310 Kirk Drake + Chris Otey on AI and Credit Unions
Four years ago Kirk Drake wrote a book that explored how artificial intelligence – AI – would transform financial services.
CU 2.0 Podcast Episode 309 AI Gets Real at One Nevada Credit Union
Artificial intelligence: is it real or a mirage?
CU 2.0 Podcast Episode 308 Michael Heller on CUSOs
Subtitle this show: All You Want to Know about CUSOs but Didn’t Know to Ask.
CU 2.0 Podcast Episode 307 Paul Fiore on WealthNext and Bringing Wealth Services to Credit Unions
You know about Paul Fiore. He’s the man behind Digital Insight, the first big digital banking tool that was acquired by Quicken for $1.35 billion in 2007.
CU 2.0 Podcast Episode 306 Amount’s Nicholas Chang on Better Credit Card + Loan Origination
High velocity origination platform. That’s a key focus of Amount, a fintech that has a partnership with Velera nee PSCU.
CU 2.0 Podcast Episode 305 Sherif Hassan on The Opportunity in Small Business Lending Redux
Small business lending. Name a desire shared by most credit unions and those three words capture it. Most definitely want to do more small business
CU 2.0 Podcast Episode 304 CuCollaborate’s Sam Brownell on Mergers, CUSOs + More
Should we merge? With whom? Those questions are heard in just about every credit union’s c-suite and boardroom.
CU 2.0 Podcast Episode 303 James Colassano on Real Time Payments (RTP) Coming At You
Real time payments. Coming at you right now. Are you ready?
CU 2.0 Podcast Episode 302 Chase Neinken on Chimney Home and Finovate Success
It was over two years ago that Chase Neinken was on the podcast talking up Chimney, a fintech focused on delivering cool, fun calculators to credit unions.
CU 2.0 Podcast Episode 301 Seth Brickman, Ranqx, and New Style Small Business Lending for Credit Unions
Scrolling through LinkedIn, I happened upon this post on Seth Brickman’s page: “I am excited to announce that I am now the President, Ranqx and
CU 2.0 Podcast Episode 300 Rhian Horgan, Silvur, and Today’s Retirement Opportunity for Credit Unions
Call this an encore performance with powerful, new information. Back on the show is Rhian Horgan, founder and CEO of Silvur, which she bills as
CU 2.0 Podcast Episode 299 Bo McDonald and the Fight to Save Small Credit Unions with Big Marketing
Regular listeners know that a pet peeve of mine is how poorly most credit unions market.
CU 2.0 Podcast Episode 298 Earnix’s Will Ely on How to Succeed at Auto Lending Today
The credit union share of auto loans fell sharply in 2023, down almost 5% from 2022 numbers tracked by Experian.
CU 2.0 Podcast Episode 297 EXL on How to Master Your Credit Union’s Data
The answers you need are in the data. Of course you know that. But do you know – really know – how to mine the
CU 2.0 Podcast Episode 296 Interra Credit Union, Cashback+, and the American Heartland
Imagine this: you and your spouse go to Appleby’s for a Valentine’s Day dinner. You pay the check with your credit union debit card and,
CU 2.0 Podcast Episode 295 Saeid Kian Ribbon on Better Estate Transfers
Your mother dies or maybe it’s your spouse and you’re a named beneficiary in the will so surely it’s a matter of presenting a few
CU 2.0 Podcast Episode 295 How to Win the War for Core Deposits
It’s a war out there for deposits. You know it. But what you might not know is how to actually get more deposits, especially from
CU 2.0 Podcast Episode 294 Olivia Sorensen on SELCO Steps Up and Credit Union Giving
SELCO, at $2.7 billion in assets, is a big Oregon credit union. It has had an active community relations – and giving – portfolio. And
CU 2.0 Podcast Episode 293 Joe Heck and Happy Money Help Credit Unions Make Personal Loans
This is a show about Happy Money.
CU 2.0 Podcast Episode 292 Nook and How to Build Better Member Relationships
Kirk Kordeleski, onetime CEO at Bethpage Federal Credit Union, said it and his endorsement in a Credit Union Times article was so glowing that I knew I had
CU 2.0 Podcast Episode 291 Mahalo, Park View FCU and Neurodiverse Mobile Banking
Maybe 15 to 20 percent of your members have a neurodiverse condition – anything from dyslexia to color blindness – and, surprise, that means they will face
CU 2.0 Podcast Newsflash Jack Henry’s Shanon McLachlan on Cores for Today and Tomorrow
Do we still need to pay attention to a credit union’s core system?
CU 2.0 Podcast Episode 290 Crux Analytics on How to Succeed at Engaging Small Business Members
You’re a credit union, therefore you want more business members. Business members bring a lot of revenue into an institution.
CU 2.0 Podcast Episode 289 DoubleCheck on Overdrafts Hero or Villain – Which Do You Want to Be
Hero or villain? It’s your choice.
CU 2.0 Podcast Episode 288 IDgo, Corning Credit Union, and a Better Way to Identify Members
What’s your mother’s maiden name? Your first car’s make? Your zip code?
CU 2.0 Podcast Episode 287 How Givio Brings Fintech to Charitable Giving
Credit unions and their members are givers – that’s just a fact but that fact also is central to the self identity of credit unions
CU 2.0 Podcast Episode 286 Fonta Gilliam on Social Finance Software and the Wellthi App
Three words: social finance software.
CU 2.0 Podcast Episode 285 BankingON’s Boucoup and a New Approach to Teen Banking
Meet the next generation of teen banking featuring a hefty dose of parental involvement. That’s the gist of Boucoup by BankingON and you know BankingON. It’s
CU 2.0 Podcast Episode 284 Barry Kirby of Union Credit on How to Attract Younger Members…Really
You want more young members. That’s because credit unions have an aging problem – the average member age is mid 50s and yet the median
CU 2.0 Podcast Episode 283 Cinchy’s Ty Robbins on the Data Collaboration Revolution
Your credit union has the data. The insight you need is in there…some place.
CU 2.0 Podcast CISO Chris Clements on Hacking into Your Credit Union and Lots More
Cyber threats are just about everywhere nowadays. That is fact and also facts are that credit unions, as a rule, strive for a high level
CU 2.0 Podcast Money Talks Episode 18 with Kirk Kordeleski
What’s the anxiety level inside the credit union board room? If you’re like me you probably have few conversations with credit union board members and
CU 2.0 Podcast Episode 282 Jeff Sharkey on Treasury Management and Your Credit Union
Treasury Management. Quick now, what does it mean at a financial institution?
CU 2.0 Podcast Episode 281 AVANA CUSO Tells About Commercial Lending for Credit Unions
Two words tell the focus of AVANA CUSO – commercial lending.
CU 2.0 Podcast Episode 280 Saroop Bharwani Updates CU Execs on AI Today…and Tomorrow
The word in credit union c-suites is AI. Artificial Intelligence.
CU 2.0 Podcast Episode 279 Upgrade’s Rebecca Bacon Tells About the Company’s Billions of Dollars of Loan Paper On Offer to Credit Unions
Rebecca Bacon has loan paper to sell. Billions of dollars of paper.
CU 2.0 Podcast Episode 278 Total Expert and Canvas Credit Union on Mortgages Now
There is a lot of communication during the process of approving and funding a mortgage. The member has questions and needs to stay informed.
CU 2.0 Podcast Episode 277 Michael Bell on Credit Union – Bank Mergers
This year there will be over 100 credit union mergers with other credit unions.
CU 2.0 Podcast Episode 276 on Helping Members Pay Off Their Medical Debt
The nation is drowning in medical debt. According to KFF (nee the Kaiser Family Foundation) some 100 million of us have medical debt – 41%
CU 2.0 Podcast Episode 275 Claire Winslow on Putting Social Media to Work for Your Credit Union
Is your credit union on social media?
CU 2.0 Podcast Episode 274 Peter Duffy on Sacred Cows Make the Best Burgers
Sacred cows make the best burgers. It was some 25 years ago when I first heard speaker and consultant Robert Kriegel throw out that phrase and he
CU 2.0 Podcast Episode 273 UPTIQ’s Lending Platform for Holistic Advisors – and Credit Unions Too
Picture this: a member comes into your office and says he wants a million-dollar loan and he has collateral.
CU 2.0 Podcast Episode 272 Backbase and SavvyMoney on Credit Scores That Matter – To Your Members and the Credit Union
Call this show beyond credit scores.
CU 2.0 Podcast Episode 271 Calque’s Jeremy Foster Tells About An Innovative Way to Take Big Friction Out of Home Buying
This is the trade-up home buyer’s dilemma: in most cases, until his/her existing home actually sells, he cannot truly close on a new home.
CU 2.0 Podcast Bonus Show: Q Protocol and the Future of Crypto and Blockchain
Just when you thought Sam Bankman-Fried had signaled the end of crypto, there just may be cause for optimism about the future of crypto and blockchain.
CU 2.0 Podcast Episode 270 Rocket Mortgage Wants to Be Your Mortgage Department – Hear Why This Just Might Be Very Smart for Both Parties
Meet your new Best Friend: Rocket Mortgage.
CU 2.0 Podcast Episode 269 Liquidity, Lending and Your Credit Union: Three Expert Perspectives
Whither credit union lending – or put more bluntly, when will today’s liquidity issues and their constraint on lending lessen?
CU 2.0 Podcast Episode 268 Kirk Kordeleski on Getting Real Results from Industry Events aka How to Make Meetings Work for You
Have you ever spent two days at an industry meeting and on your flight home you found yourself wondering, why did I go there? Did
CU 2.0 Podcast Episode 267 Bryce Deeney on BNPL Today And Why Your CU Needs It Now
BNPL. When we talked with Bryce Deeney, CEO of Equipifi, about his BNPL focused startup in December 2021 BNPL probably sounded to most listeners like a new
CU 2.0 Podcast Episode 266 Richard Crone on Fednow and Why You Want It
Fednow just may change your credit union’s entire approach to how money moves in and out.
CU 2.0 Podcast Episode 265 Prakash Natarajan on Why Your Credit Union Needs a Fintech Blueprint
What’s in your fintech blueprint?
CU 2.0 Podcast Episode 264 Apiture’s Daniel Haisley on Zombie Members and Your Credit Union
How many zombie members are on your credit union’s books? You know who we mean – they sometimes also are called ghost members. They have
CU 2.0 Podcast Episode 263 What You Need to Know About Board Composition, the Statistical
Consider this show all you want to know about credit union boards and gender and ethnic composition.
CU 2.0 Podcast Episode 262 Tungsten’s Phil Davis on What’s In Your Credit Union’s Name?
What’s in a name? Shakespeare asked that question but right now lots of credit union leaders are doing likewise. For good reason. The institution’s name
CU 2.0 Podcast Episode 261 retired Sharonview CU CEO Bill Partin and The Leadership B.E.T.
Bill Partin, the recently retired CEO at nearly $2 billion Sharonview Federal Credit Union in the Carolinas, went there after a long career at multiple Southern California credit
CU 2.0 Podcast Episode 260 Matthew Butler on Charitable Donation Accounts
CDA – three letters but, ask Matthew Butler, and he will tell you this is a potential huge win for credit unions and their communities.,
CU 2.0 Podcast Episode 259 Inclusiv CEO Cathie Mahon on Climate Change and Credit Unions
$200 billion. That is how much money is in the Greenhouse Gas Reduction Fund and one credit union voice that has been loud in seeking
CU 2.0 Podcast Money Talks Episode 14 with Kirk Kordeleski on So You Want To Be A Credit Union CEO
So you want to be a credit union CEO? This is your must-listen podcast.
CU 2.0 Podcast Episode 258 Becky Reed on Crypto, CUSOs, Small CUs, and Being BRaaS
True or false: a credit union with assets well under $200 million offers crypto currencies to members.
CU 2.0 Podcast Special Edition: Introducing CU CoPilot, the Credit Union AI Consortium
AI – you know it’s the big new thing that has won all the buzz in today’s tech world. Does it deserve it?
CU 2.0 Podcast Episode 257 UHCU’s Kevin Farley on How to Use AI Today, Really
AI – it’s the word of the moment. And many credit unions are rushing to familiarize themselves, even to implement pilots internally.
CU 2.0 Podcast Episode 256 Crypto Currency Is Thriving at WeStreet CU in Tulsa OK
There are three mind-blowing facts in this podcast.
CU 2.0 Podcast Episode 255 Fighting Fraud with Effectiv AI’s Ravi Sandepudi
Real time. Dynamic. Personalized. Accept this: what worked in combatting fraudsters 10 years ago is about as useful today as a 10-year-old PC or cellphone.
CU 2.0 Podcast Episode 254 Doug English on How to Increase a CU Exec’s Retirement Income by 40%
What if you could increase your retirement income by 40%? Nope, you don’t have to invest in a new cryptocurrency and neither do have to
CU 2.0 Podcast Episode 253 on Greenlight’s Super Powered Debit Card for Kids
Is a Greenlight card in your wallet? If you have children – particularly school-age kids – you want to know about Greenlight because this is a functioning
CU 2.0 Podcast Episode 252 P1FCU and Jack Henry Tell the How To of More Commercial Lending
You want to make more commercial loans. Join the club. So do more other credit unions.
CU 2.0 Podcast Episode 251 on All You Want to Know about USDA Loans for Your Community
Did you know that there are many, many loan programs available from the US Department of Agriculture – and many feature government guarantees? Probably you
CU 2.0 Podcast Episode 250 Rock Carter Tells What Credit Unions Need to Know About Medicare and Their Members
Medicare – you’d almost think it’s a four-letter word, not the three-syllable word it is. That’s because it is an immensely complicated issue – Congress
CU 2.0 Podcast Episode 249 John Findlay LemonadeLXP Round Two on Teaching Tech to Employees and Members
Your institution has digital tools, lots of them, but here are the two questions that genuinely matter: Do your members know how to use them;
CU 2.0 Podcast Episode 248 Sparrow’s Student Loan Tool for Credit Unions
Of course, you want more young members – members under 40 are on every credit union’s wish list. Enter Sparrow, which calls itself “the world’s most
CU 2.0 Podcast Episode 247 Mitch Rutledge, Vertice AI, on Using Data to Grow Member Satisfaction
The answers you need to optimize member service – and keep your credit union on sound financial footing – are already available. It’s just that
CU 2.0 Podcast Episode 246 QCash Bought by Alloya
Three CEOs, one podcast Today’s guests are Todd Adams, CEO of Alloya Corporate Federal Credit Union, Gary Swindler, CEO of Washington State Employees Credit Union, and Seth Brickman,
CU 2.0 Podcast Episode 245 Agent IQ Multiplies Member Communication Tools at Pinal County Federal Credit Union
It’s not news that today’s members – unlike yesteryear’s – want to communicate with their financial institution on their own terms and that means how
CU 2.0 Podcast Episode 244 Filene’s Taylor Nelms on Small Credit Unions Are Beautiful
Small is beautiful. That’s the title of a collection of essays by economist E. F. Schumacher but it might as well be the title of a new
CU 2.0 Podcast Episode 243 San Francisco Fire CU Wants To Be Your Side Bank – the Creation of the Campaign with Josephine Chew
Go – right now – to this CU Times story about a new, bold marketing campaign from San Francisco Fire Credit Union, a $1.7 billion institution. This
CU 2.0 VIP Podcast Live from Boulder 3 – Saroop Bharwani on ChatGPT and the AI Revolution Sweeping Credit Unions
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,
CU 2.0 VIP Podcast Live from Boulder 2 – Mart Vos of Eko on Stock Trading and Your Members
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,
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,
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.
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
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
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
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
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.
CU 2.0 Podcast Kirk Kordeleski Money Talks Episode 8: Why Low Pay for the CEO Sets Your CU on a Path of Failure
Pick a number and here’s the question: over the last 11 years CEO pay in credit unions has gone up 2% per year, 5% per
CU 2.0 Podcast Episode 234 Anthony Dedousis CEO Revival Homes on ADUs and Our Housing Crises
Quick now, no Googling, what’s an ADU? In the next half hour you will learn a lot about ADUs – which, by the way, are
CU 2.0 Podcast Episode 232 Ken Kondo Mahalo Banking on Real Innovation in Mobile Banking
Name the last big innovation in mobile banking. No rush. It’s understandable if you are stumped because, well, there really haven’t been many in the
CU 2.0 Podcast Episode 231 Amy Travers NA Security on Voice Biometrics
Here’s a secret you don’t know about the CU 2.0 Podcast. Just about in every show, there are some minutes of talk before the show
CU 2.0 Podcast Episode 230 Tailwind’s Andrew Tull on Humanizing Software + Software as a Relationship
Discover software as a relationship. That’s the tagline used by Austin TX based Tailwind which says it thrives on handling the knottiest IT problems and also
CU 2.0 Podcast Episode 229 Sean Daly CEO of People’s Credit Union on Embracing the Cloud
In the cloud. That’s where People’s Credit Union CEO Sean Daly shifted much of the IT of the approximately $600 million in assets institution and in this podcast, he
CU 2.0 Podcast Kirk Kordeleski Money Talks Episode 7: Revisiting a Now Out of Date SERP or a 457F Retirement Package
Lucky you. You negotiated a satisfactory SERP (Supplemental Executive Retirement Plan) or maybe it was a 457F bonus package.
CU 2.0 Podcast Episode 228 Vaneet Grewal Ovation CXM on Fixing Your Broken Member Journeys
You know about CRM. Now learn about CXM, a new approach to knowing and managing your members’ journeys.
CU 2.0 Podcast Episode 227 Amarildo Gjondrekaj Head of Harness FI Tells How To Give Old Credit Cards New Powers
Amarildo is head of Harness FI and, yes, he has a last name that you will hear him pronounce in the opening seconds of the podcast.
CU 2.0 Podcast Episode 226 David Benizri CEO Housetable on Smarter Home Renovation Loans
People are staying in their homes longer. That is fact. One upshot is that more homeowners are planning more ambitious home renovation projects.
CU 2.0 Podcast Kirk Kordeleski Money Talks Episode 6: How to Persuade a Board on Executive Retirement Packages
Here is where the pedal hits the metal. In this show credit union executive retirement compensation expert Kirk Kordeleski tells how the credit union senior
CU 2.0 Podcast Episode 225 Total Expert’s James White on Supercharging Member Engagement
James White believes that the answer is in the data and he insists that credit unions already have plenty of data to fuel enormous leaps in
CU 2.0 Podcast Kirk Kordeleski Money Talks Episode 5: The Five Generations of Credit Union Leaders, Their Compensation, and Surviving Recession
Today’s credit union leadership – especially at the nation’s best and biggest credit unions- is professional and deeply versed in financial services. But that wasn’t
CU 2.0 Podcast Episode 224 Peter Maher Open Banking Solutions On Why They Are Offering A Free Core Pilot
Free. That’s a price you don’t hear for a core system – particularly not one with over 100 installations globally and with a pedigree that
CU 2.0 Podcast Episode 223 Arkatechture’s Jamie Jackson on What You Need to Know About Your Data
There’s gold in them there hills. That used to be the rallying cry for miners especially in the Southwest and California but listen closely in
CU 2.0 Podcast Episode 222 Kris Kovacs Constellation on How It Can Be Easy for a Credit Union to Add the Tech It Needs to Compete
You know what we are talking about? Then you have to get to know Kris Kovacs, CEO of Constellation, a CUSO birthed to make it easy
CU 2.0 Podcast Kirk Kordeleski Money Talks Episode 4: Interest Rates and A Credit Union’s Executive Retirement Plan
The stark reality is that as interest rates edge up – and already in much of Europe inflation has climbed above 10% in the year
CU 2.0 Podcast Episode 221 Jaime Marks Credit Union Cheerleader
Ask Jaime Marks how she sees her role in the credit union universe and her answer comes fast: cheerleader. She is a true believer in
CU 2.0 Podcast Episode 220 Joseariel Gomez Shastic on IPA (Intelligent Process Automation)
You may think IPA is a particular kind of craft beer but Joseariel Gomez, CEO of Shastic, is on the show today to tell all
CU 2.0 Podcast Episode 219 Todd Anderson LendingArts on the Gold in Auto Refinancing
Cars are more expensive than ever. New cars are hard to find in a marketplace ravaged by supply chain bottlenecks. Consumers are keeping their cars
CU 2.0 Podcast Episode 218 on Larky and the Power of Push Notifications to Engage Members
Who opens email anymore and as for phoning members, forget about it. Diminishing returns from once mainline communication channels have many credit unions pulling their
CU 2.0 Podcast Episode 217 Kent Lugrand CEO of InTouch Credit Union on Rewards Innovation and a Lot More
This is a different kind of podcast. Unlike just about any other in the series. It started normally enough. An email came in from a
CU 2.0 Podcast Kirk Kordeleski Money Talks Episode 3: CUES and Its Executive Compensation Bombshell
The latest CUES executive compensation numbers for credit union executives are out and this explosion still reverberates across the industry. Total median executive comp in 2022 was
CU 2.0 Podcast Episode 216 Chad Heese Chief Lending Officer Rogue Credit Union
What a difference a year makes. A year ago the typical credit union was awash in deposits – much of it coming in via stimulus
CU 2.0 Podcast Episode 215 Robert Johnston CEO of Adlumin on Cyber War and Your Credit Union
Robert Johnston was a Marine and that is where he honed his skills at waging war in the cyber dimension – and you better believe
CU 2.0 Podcast Episode 214 Tom Shen, Malauzai Founder and Fintech OG
Tom Shen is a fintech OG, one of the originals who got his start in the industry 40 years ago when it was still called just
CU 2.0 Podcast Episode 213 Evan Bush Statflo on Compliant Texting Tools for Credit Unions
Your members’ text. Especially your younger members but today, really, everybody texts. That means your employees text too. So why can’t your employees text members
CU 2.0 Podcast Episode 212 How $130mil River City FCU Became a Small Business Lender
Talk about miracles. River City FCU in San Antonio knew it wanted to make small business loans – many of its members owned and/or worked
CU 2.0 Podcast Episode 211 Chris Doner CEO Access Softek on Why You Need a Robo-Advisor
A machine just maybe can pick stocks better than a human – and just maybe credit unions can augment their investment services by offering a
CU 2.0 Podcast Episode 210 Abrar Ahmed on id-go to Prevent Account Takeover Attacks
There has to be a better way. A safer way. There has to be a way to swiftly let a member re-set a password to
CU 2.0 Podcast Episode 209 Landon Glenn, CEO of ASA, the New way for CUs and Fintechs to Connect
You are going to want to listen to this podcast twice. That’s because the first time you hear it you will think, this can’t be
Money Talks with Kirk Kordeleski Episode 2: Executive Comp As a Strategic Initiative
Here’s the big, immense, mind blowing idea that is central to this podcast: a competitive credit union has to view executive compensation as a strategic
CU 2.0 Podcast Episode 208 Steve Bone Ongoing Operations on OGO’s Future
Steve Bone, a longtime fintech executive, has been given the big chair at Ongoing Operations – aka OGO – and now he is running the CUSO’s efforts
Money Talks with Kirk Kordeleski Episode 1 “What’s In Your Pay Packet?”
Are you earning enough at a credit union? Here’s the bad news: it’s not easy to figure out the right answer to that question. Information
CU 2.0 Podcast Episode 207 Michele Dean on Thinking Big on Long Island
Meet Michele Dean, CEO of Suffolk Federal Credit Union on Long Island in New York and that is a $1.5 billion institution.
CU 2.0 Podcast Episode 206 Fearing the Unknown Unknown with Risk Guru Amanda Cohen
Now it has become time to fear the unknown unknown. That is a mantra of Amanda Cohen, the director of governance, risk and compliance products at
CU 2.0 Podcast Episode 205 OGO’s Tim Daugherty on Why You Need a Business Continuity Plan
The pandemic. The Great Resignation. Oregon wild fires. Tornados in Kansas. Face facts: it is tough to know how to deal with the next disaster
CU 2.0 Podcast Episode 204 Guy Messick on CUSOs, Fintechs, and Your Future
If you are a credit union executive you should be staying up at night chewing on this question: how do we survive in an age
CU 2.0 Podcast Episode 203 Ted Brown Digital Onboarding and Deborah Colby One Nevada CU
Subtitle this podcast: what a fintech needs to know and do to succeed when working with credit unions. Just maybe knowing how to do that
CU 2.0 Podcast Episode 202 Kirk Kordeleski Tells If You Are Paid Enough
How much do you make? Is it enough? A question for credit union boards: Are you paying your staff, especially c-suiters, enough to stay competitive
CU 2.0 Podcast Episode 201 Jeff Keltner Upstart on Smarter Lending
What happens when you throw a bunch of ex-Googlers into an office in San Mateo California? Enter Upstart, a new breed lending company that helps
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 exactly would such a position
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 are leading? Or is it
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 a startup Nicolette which builds tools to
CU 2.0 Podcast Episode 197 Barb Lowman President CUNA Strategic Services on Credit Union Survival Skills 2022 Edition
Buckle up, this will be a bumpy ride.
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 be more this year. In
CU 2.0 Podcast Episode 195 Gordon Flammer Datava
Is the company name pronounced Datava, Data-va, or, what’s your guess?
CU 2.0 Podcast Episode 194 Bill Clark Engageware on Digital Trends
The company name flows much more smoothly off the tongue: Engageware.
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 data and the answer is
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 such as a a credit
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 it brought in revenues around
CU 2.0 Podcast Episode 191 Raj Bhaskar Hurdlr – Make Gig Economy Workers Into Members
Take a guess: how many of your members earn income from the Gig Economy?
CU 2.0 Podcast, Live from VIP Live Event: Martin Walker Next Level Ventures on Venture Funding for Fintechs
The inaugural VIP Live event will become a Woodstock like meeting in this sense: yes, hundreds of thousands went to Woodstock but if you asked
CU 2.0 Podcast, Live from VIP Live Event: Jeter + Butcher on CISOs, Fintechs, Security and Your Credit Union
Build a fintech from the ground up with security in mind – especially and crucially if the fintech wants to work with credit unions.
CU 2.0 Podcast, Live from VIP Live Event: Ray Crouse on CUSOs and Fintechs
Money talks. Fintechs are hungry for money.
CU 2.0 Podcast, Live from VIP Live Event: Don Shafer from Quilo and Joe Arnold from Carter FCU on Newstyle Lending
Time travel back 20 years. Imagine going into a credit union or bank and asking for a personal loan for $500.
CU 2.0 Podcast Episode 189 Chase Neinken Chimney on Calculating Success
Boring. Old. Anachronistic.
CU 2.0 Podcast Episode 188 Clint Lotz TrackStar AI and Smarter, More Inclusive Lending
How many loan applications does your credit union reject because of the applicant’s credit score?
CU 2.0 Podcast Episode 187 Joel Schwartz DoubleCheck – NSF the Encore
NSF has become the new four letter within the financial industry. While many institutions have grown dependent upon the $30 or so they charge a
CU 2.0 Podcast Episode 186 Doug Brown NCR on Stayin’ Alive, Innovation, and Engaging Your Members
To start the podcast we asked NCR executive Doug Brown the hard question: exactly what can mid-size and small credit unions do to stay alive
CU 2.0 Podcast Episode 185 Brynn Ammon Symitar on Core Extension and Teaching Your Old Core New Tricks
Brynn Ammon is on the podcast to tell us that it just isn’t true that old cores can’t learn new tricks – and she has
CU 2.0 Podcast Episode 184 Saroop Bharwani, Founder/CEO Senso – AI That Builds Member Relations
Can AI – artificial intelligence – be harnessed to build and strength member relations, indeed to know what this member is likely to do right
CU 2.0 Podcast Episode 183 Jonathan Taylor CEO CU Sol CUSO on Innovative, Soulful Solutions
The name is pronounced CU Soul and know that the CUSO’s focus under CEO Jonathan Taylor is indeed on soulful solutions to member problems.
CU 2.0 Podcast Episode 182 SRM’s Larry Pruss on What You Need to Know – and Do – About Crypto Currencies
Crypto is now, it is happening.
CU 2.0 Podcast Episode 181 Walt Agius on CUSOs, Indirect Car Loans, and Lending in the 21st Century
Walt Agius knows credit union lending. And he especially knows what credit unions need to to stay competitive in the 21st century. Consider this podcast
CU 2.0 Podcast Episode 180 Kirk Drake, Joe Cianciolo HomePace, Mike Kenzie Patriot FCU on Brainstorming Fintech
Put your brainstorming hat on. You’ll want it as you listen to this podcast that serves as a preview of the January 20, 2022 CU 2.0
CU 2.0 Podcast Episode 179 Bryce Deeney of equipifi and the Rise of BNPL
BNPL. Remember that because you soon will be using that abbreviation often.
CU 2.0 Podcast Episode 178 Cameron Madill on Credit Union Websites, B Corps, and Much More
Be bold. That is the loud message from Cameron Madill, CEO of PixelSpoke, an Oregon headquartered marketing agency that primarily serves credit unions. He also
CU 2.0 Podcast Episode 177 Amber Callahan VP of Marketing at 1st Advantage FCU and Kristin Harrison Web Strategies on Digital Marketing
What you don’t know about digital marketing can be your undoing. That is 2021 fact.
CU 2.0 Podcast Episode 176 Vizo and Aptys on the Reinvention of the Corporate Credit Union
If you had asked me ten years ago what the future was for corporate credit unions I probably would have said: they have one?
CU 2.0 Podcast Episode 175 MBFS CEO Mark Ritter Tells How to Make Member Business Lending Work
Some credit unions are making lots of very profitable member business loans. Most aren’t. In fact, by Mark Ritter’s count, maybe 300 of the nation’s
CU 2.0 Podcast Episode 174 Tyler Gillies of January on 21st Century Debt Collection
What are the chief tools of old school debt collectors? Phone and US mail. Two problems. Nobody answers the phone when it’s an unknown number
CU 2.0 Podcast Episode 173 Alexey Krasnoriadtsev BankingON on Bank Dora, Mobile Banking Now and Love
Early in this podcast you will realize that Alexey Krasnoriadtsev is a different kind of tech CEO. For starters, this is a podcast where you
CU 2.0 Podcast Episode 172 USAlliance’s CEO Kris VanBeek on its Neo-bank Bank Dora
Meet Dora. She just may change all that you think about mobile banking.
CU 2.0 Podcast Episode 171 Andre Iervolino on Steps You Need to Take To Keep Your Credit Union Relevant
Irrelevance beckons. And it will swallow many credit unions whole. That is the message delivered by Andre Iervolino, a longtime credit union senior staffer who
CU 2.0 Podcast Episode 170 Tim Keith of SRM on The Great Reset in Financial Services
Things are different today in financial services and, increasingly, there is a realization that we are not going back to “normal,” not later this year,
CU 2.0 Podcast Episode 169 Finalytics.ai on How Digital Can Be Harnessed to Revolutionize Member Service
The language on the Finalytics.ai website is bold: “Our mission is simple: use technology to help financial institutions offer the same exceptional service they are known for
CU 2.0 Podcast Episode 167 Nathan Baumeister ZSuite Technologies on Finding Riches in Niches
Be real – few credit unions can genuinely be all things to all members because how big would the institution have to be?
CU 2.0 Podcast Episode 166 Jill Nowacki on the Credit Union War for Talent: HR in 2021
It’s tough out there. That’s a paraphrase of how Jill Nowacki, a 20 year veteran of the credit union industry and presently CEO of Humanidei +
CU 2.0 Podcast Episode 168 Jake Tyler Finn AI on Conversational Banking 2021 Style
The future of banking just may be voice – but that will probably mean talking with a computer. Already tens of millions of Bank of
CU 2.0 Podcast Episode 165 UNest and Smarter Savings for Children
You know the horror stories – the educational loan burden keeps mounting for many millions and, frankly, the options for lessening that burden are not
CU 2.0 Podcast Episode 164 Pamela Owens SVP Inclusiv on African American Credit Unions and a Whole Lot More DEI 5 2021
She’s smart. She has around 20 years experience at Inclusiv, the association for community development financial institutions and its predecessor organization. And she has put
CU 2.0 Podcast Episode 163 Khellar Crawford CEO Otomo
Go to the website for Otomo and here’s what jumps out at you: “Be the money platform people love. Turn any account holder into an avid user
CU 2.0 Podcast Episode 162 Peter Rice Workers Credit Union on What’s Stressing Out Your Members and How Credit Unions Can Help
Money woes. It sounds like the title of a blues song but, ask Peter Rice, Chief Banking Officer at Workers Credit Union in Massachusetts, and
CU 2.0 Podcast Episode 161 Kavita Singh Payrailz on AI and Your Credit Union
Ask Kavita Singh – a vice president at payments company Payrailz – what’s a smart way to differentiate a credit union in a a competitive marketplace
CU 2.0 Podcast Episode 160 Izabella Gabowicz COO Sensibill Answers the Spending Question
You know the income of many of your members. Now here’s the big question: do you know what they are spending it on?
CU 2.0 Podcast Episode 159 Kelli Ellsworth Etchison LAFCU and Gary Lee MDT CUSO on DEI DEI 4 2021
Kelli Ellsworth Etchison, chief marketing officer and chief diversity officer at the $950 million, Lansing, Mich.-based LAFCU and a member of Michigan’s Black Leadership Advisory Council, and
CU 2.0 Podcast Episode 158 Jack Henry Experts Talking Fraud Trends and Credit Union Vulnerabilities
Newsflash: ask the experts and they will tell credit union executives that a tidal wave of fraud very likely will be crashing into them and
CU 2.0 Podcast Episode 157 DEI Doubleheader Emma Norman (Local Government FCU and AACUC) and Lynn Heckler (PSCU) DEI 2021 3
Welcome to the CU2.0 doubleheader podcast where you will hear two perspectives on DEI and the industry.
CU 2.0 Podcast Episode 156 Renee Sattiewhite AACUC DEI 2021 2
You know Renee Sattiewhite. She’s CEO of the African American Credit Union Coalition (AACUC), has been a past guest on this podcast (episode 101), she
CU 2.0 Episode 155 Tony Hernandez DCUC on the AACUC CCEP (Initials Decoded Below) DEI 2021 1
Now don’t you wish you had a magic decoder ring? There’s an alphabet soup in the podcast title. Let me decipher.
CU 2.0 Podcast Episode 154 Joe Cianciolo Home Co-Purchasing
An elderly member contacts you. He/she has a stack of medical bills, little in savings, but substantial equity in a home. What are the options?
CU 2.0 Podcast Episode 153 Jon Voorhees on What You Do Not Know About Smart Branching
Jon Voorhees has spent his work life optimizing branch performance. He has headed initiatives where an institution added hundreds of branches and he has headed initiatives
CU 2.0 Podcast Episode 152 Bill Clark CEO TimeTrade SilverCloud on Digital First Banking Trends
You know the headline – in fact you could write the story on the explosion in digital banking transactions during the last pandemic year.
CU 2.0 Podcast Episode 151 Michelle Asher ENT on Social Media Mastery
Consider this podcast everything you wanted to know about credit unions and their social media channels but were afraid to ask. Or maybe you just
CU 2.0 Podcast Episode 150 Vince Bezemer on Self-Directed Banking
File this under trends that will rock the ground beneath your feet. The next wave in financial services will be self-direction, says Vince Bezemer, head
CU 2.0 Podcast Episode 149 Samira Rajan Brooklyn Cooperative Credit Union and Economic Inequality
It was the members’ personal stories that hooked Samira Rajan early in her employment at what then was known as the Bushwick Cooperative and now
CU 2.0 Podcast Episode 148 Cathi Kim on Capitalizing Your Small Credit Union
Cathi Kim’s job title at Inclusiv, a trade association for community development credit unions, tells you why you need to listen to her. She’s Director
CU 2.0 Podcast Episode 147 Luis Pastor Latino Community Credit Union
Latino Community Credit Union was founded in 2000 in Durham NC when the community was rocked by a wave of robberies – even murders –
CU 2.0 Podcast Episode 145 Robert Siciliano on Ransomware and Who Do You Trust?
PSCU called it a growing credit union threat. CUNA Mutual called it one of the fastest growing malware threats. Security company Arctic Wolf has said there was a 520% increase
CU 2.0 Podcast Episode 144, Randy Icelow Rolling F Credit Union, From a Temp Gig to CEO
At 29, Randy Icelow said he was a temp worker for a bus company in California’s Central Valley and flashforward to now he is 38
CU 2.0 Podcast Episode 143 Stephanie Smith America’s Credit Union Museum
The building still stands at 420 Notre Dame Avenue in Manchester NH. That’s where the nation’s first credit union – St. Mary’s Bank – opened
CU 2.0 Podcast Episode 142 John Herrera The Immigrant Banking Journey
Before logging into this call, I studied up on who John Herrera is. He was born in Costa Rica, then came to the US to
CU 2.0 Podcast Episode 146 Fintech Meetup with Anil Aggarwal and Kirk Drake
Anil Aggarwal is an entrepreneur who knows a thing or two about providing venues where executives come together and good things happen. He was co-founder of
CU 2.0 Podcast Episode 141: Teresa Freeborn CUNA’s “Open Your Eyes” – a Return Conversation
CUNA is still at its “Open Your Eyes” to a credit union campaign and Teresa Freeborn is still heading the effort. Regular listeners will remember
CU 2.0 Podcast Episode 140 AI and Gesa
This is not an infomercial for Scienaptic, an AI vendor with a particular focus on lending. There are two guests on the podcast – Eric Steinhoff,
CU 2.0 Podcast Episode 139 Sundie Seefried on Cannabis Banking
On July 1, Sundie Seefried, longtime CEO of Partner Colorado Credit Union, makes a huge career change. On that day she resigns the credit union
CU 2.0 Podcast Episode 138 Kirk Drake on Artificial Intelligence and Why You Are Five Years Behind the Leaders
Start today, really embrace AI – artificial intelligence, where machines think and they are good at it when fed enough of the right data –
CU 2.0 Podcast Episode 137 David Tuyo University Credit Union and the Pandemic
You may think you have it tough managing a credit union in the pandemic. You need to talk with David Tuyo, CEO of University Credit
CU 2.0 Podcast Episode 136 Pete Crear A Distinguished Credit Union Life
Know this about Pete Crear: He was the first to win the lifetime achievement award from the African American Credit Union Coalition – and when
CU 2.0 Podcast Episode 135 Joel Schwartz DoubleCheck and NSF Fees
Overdraft fees are big business for most financial institutions and it’s estimated that 20% of credit union members, one in five, have an NSF annually.
CU 2.0 Podcast Episode 134 Jim Van Dyke Breach Clarity
Every day there are four data breaches. And every year literally of billions of dollars are lost in various frauds that are fed by the
CU 2.0 Podcast Episode 133 Karan Bhalla CU Rise on Data Analytics
Sit back and listen. Over the next 45 minutes what you will hear is how a data geek thinks because Karan Bhalla, CEO of CU
CU 2.0 Podcast Episode 132 Ray Crouse Parsons FCU and When Small Is Big Enough
Ask Ray Crouse, CEO of the roughly $250 million in assets Parsons Federal Credit Union, if he is helming an endangered institution and be ready
CU2.0 Podcast Episode 131 Lee Wetherington, director of strategic insight at Jack Henry, on Cores and Your Credit Union Tomorrow, 2021 Forecast 3
Lee Wetherington, director of strategic insight at Jack Henry, the big core maker (Symitar is theirs), has a picture in his head of the path
CU2.0 Podcast Episode 130 Tansley Stearns of Canvas Credit Union Tells If Credit Union Members Are Healthier
Are credit union members healthier?
CU2.0 Podcast Episode 129 Steve Dow CEO Monit for Small Business
Suddenly a lot of credit union CEO eyes are turned to small business as the financial institutions hunt for ways to bring in profitable business.
CU2.0 Episode 128 Batu Sat Mall IQ – Harnessing Location Intelligence to Better Serve Members
Don’t you wish you knew when a member is about to pop down a Chase credit card to buy a pricey pair of Nikes –
CU2.0 Podcast Episode 127 Doug Brown NCR on 5 Big Banking Trends for 2021 Trends Forecast 2
The pace of change at credit unions is quickening. That’s the central message from Doug Brown, senior vice president and GM of Digital Banking at
CU2.0 Podcast Episode 124 John Findlay on Digital Academy’s Tools for Getting Employees, Members Ready for Digital Banking
A dirty secret inside credit unions is that many frontline workers – and very possibly most senior staff – just do not use their institution’s
CU2.0 Podcast Episode 123 Octavio Marquez Senior Vice President and Managing Director, Global Banking Diebold Nixdorf on ATMs
Is now the time to bury the ATM?
CU2.0 Podcast Episode 122 Larry Nichols of CUSO Member Driven Technologies 2021 Trends Forecast 1
Ask Larry Nichols, CEO of Member Driven Technologies, a Michigan based CUSO, what’s in the future for credit unions and he has a one word
CU2.0 Podcast Episode 120 Nathan Rogers on Shared Branching and the Future of the Branch Network
Branches are not going away. That’s a firm belief of Nathan Rogers, a longtime financial services executive who has spent many years in shared branching – a feature
CU2.0 Podcast Episode 119 Peter Duffy on Mergers
Go big or go home. That’s the bold message from investment banker Peter Duffy of Piper Sandler and for some years he has been in
CU2.0 Podcast Episode 118 Mickey Goldwasser Chief of Staff Payrailz On AI and What’s Next In Payments
Do it for me. That is exactly what more and more credit union members expect from their financial institution. Especially around payments.
CU2.0 Podcast Episode 117 Fahd Rachidy CEO ABAKA on AI and How to Sell Smarter
Here’s the fast track to making members feel they are being sold to: offer them products and services they have no interest in or use
CU 2.0 Podcast Episode 121 Inside the CU 2.0 Mastermind Group
This is a special CU 2.0 Podcast where the aim is to take listeners inside the CU 2.0 Mastermind group where credit union executives and fintech executives
CU2.0 Podcast Episode 116 Barclay Keith of Artis Technologies on a New Lending Strategy
Most credit unions continue to wrestle with too many deposits and too few places to park that money profitably. Call this Part 3 of the
CU2.0 Podcast Episode 115 Dan Michaeli Glia on Digital Member Service
Call this the best of times for digital member service company Glia and that is because, in the pandemic era, credit unions’ traditional member service
CU2.0 Podcast Episode 114 Nicholas Hinrichsen on Smarter Car Loans for Credit Unions
Call this Part 2 of our smarter lending for credit unions. The recent episode, #113, explored small business lending with Capiform’s Sherif Hassan. Listen here. This
CU2.0 Podcast Episode 113 Sherif Hassan on The Opportunity in Small Business Lending
PPP loans just may have awakened credit unions to the immense opportunity there is in small business lending. That’s what Sherif Hassan, CEO of fintech
CU2.0 Podcast Episode 112 Steve Bruyn on the Huge Opportunity For Credit Unions to Win Bank Customers Today
You remember Bank Transfer day, that 2011 movement that brought in perhaps one million new credit union members, possibly more. Something a lot bigger may be about to
CU2.0 Podcast Episode 111 The Omnichannel Voyage, Part 2 with Mark Schuiling of Wildfire Credit Union
No more cookie cutter solutions. And put a branch in the member’s hands with mobile tools that allow the member to do pretty much anything
CU 2.0 Podcast Episode 110 The Omnichannel Voyage, Part 1 with Vince Bezemer of Backbase
For how many years have you heard about omnichannel banking – and you also know not many institutions have done this more than pay lip
CU 2.0 Podcast Episode 109 Paul Ablack on Fintechs, Big Data, and New Opportunities in Commercial Lending
Paul Ablack knows big data and fintechs. He served as CEO at OnApproach, a big data company aimed at credit unions that was acquired by
CU 2.0 Podcast 92 Sahil Pankhaniya, A Start Up Credit Union at George Washington University
What will blow your mind as you listen to this podcast is how savvy and smart the guest is. That’s Sahil Pankhaniya, a 20 year
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 to form fintech Capiform and
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 Cornerstone Advisors and author of
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 McGarvey. Today’s guest Jon Ogden,
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 your host Robert McGarvey. Today’s
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 Web Use at Financial Firms,”
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 employees to working from home.
CU 2.0 Podcast Kevin Langford on Remote Workers and Cyber Insecurities in the Age of Coronavirus
Suddenly credit unions across the nation are ordering employees home, as part of the response to the coronavirus pandemic. And that is triggering a tidal
CU 2.0 Podcast Episode 78 Paul Stull on Cannabis and Credit Unions, Up in Smoke 3
Toke up – the CU2.0 Podcast is back with another look at cannabis and credit unions, a topic we last looked at a year ago
CU 2.0 Podcast Episode 77 Shondell Varcianna on the Content You Need to Grow
Want to grow your member base? Want to target particular kinds of members? Content is your friend, says Shondell Varcianna, a financial services veteran who
CU 2.0 Podcast Episode 76 Matt Johnner BankLabs on Commercial Lending
It just may be topic one in credit union c suites – how do we make more profitable loans? Matt Johnner of BankLabs – a
CU 2.0 Podcast Episode 75 Milind Borkar Illuma Labs
Passwords are broken. You know that. But do you know call centers are heading that way? Call centers are under attack by criminals. Smart criminals.
CU 2.0 Podcast Episode 65 John Weinkowitz on Credit Unions Buying Banks, Live from Finastra Community Markets
Credit unions are buying so many banks the Wall Street Journal refers to this as a “spree.” Just in the first eight months of 2018 there were
CU 2.0 Podcast Episode 64 Carla Bienz Partners 1st CU, Live from Finastra Community Markets
Can small credit unions survive? Carla Bienz is CEO of Partners 1st Credit Union in Fort Wayne IN – an institution where she has worked
CU 2.0 Podcast Episode 63 Steve Hoke on Data and Mortgages, Live from Finastra Community Markets
There was a time when community financial institutions owned the home mortgage market. No more. Fintechs dominate and mega banks aren’t far behind. Most credit
CU 2.0 Podcast Episode 62 Lucy Donaldson of Canvas Credit Union on Digital Banking, Live from Finastra Community Markets
What would it be like to go from being Head, Digital Customer Experience at Lloyds Bank in the United Kingdom – a trillion dollar institution
CU 2.0 Podcast Episode 61: Allan Brown on the Digital Revolution in Banking, Live from Finastra Community Markets
Ask Allan Brown – a VP and GM, Digital Community Markets at Finastra – what keeps him up at night and his answer is simple:
CU 2.0 Podcast 60: Mike Hatch on Core Systems, Live from Finastra Community Markets
Name the single most important IT system in your credit union. Spoiler alert: it’s not your core. Not anymore. Who says that? Mike Hatch, a
CU 2.0 Podcast 58: Jeff Bender on Digital First Members, Live from DN Intersect
Will your superior teller experiences guarantee your future? Believe that and – probably – you won’t want to hear this podcast on the rise of
CU 2.0 Podcast 57: Scott Anderson Open Banking, Live from DN Intersect
One site to rule them all. This is the banking version of the Tolkien quest for the one ring that rules them all. Call this open banking
CU 2.0 Podcast 56: Ben Morales, QCash, and the Hunt for Financial Wellness
You have a successful product that puts small dollar loans in the hands of consumers who may have tattered credit but they need the money
CU 2.0 Podcast 55: Richard Crone on Libra, Live From DN Intersect
Richard Crone is a longtime payments geek and when it comes to Libra, he has a particular spin. It boils down to this: forget the
CU 2.0 Podcast 54: Douglas Hartung on Libra, Live From DN Intersect
Buckle up for big, explosive ideas. That’s what Douglas Hartung – senior director, business development & alliances at Diebold Nixdorf – specializes in and in
CU 2.0 Podcast 53: West Community Credit Union
How does a credit union get heard in the marketing wars with Bank of America, Chase, and the other money center bruisers? Face an ugly
CU 2.0 Podcast 52: David Deckelmann LiveSurvey
Welcome to episode 52 of the CU 2.0 Podcast. What are your members thinking about you? Say you don’t know and you are setting yourself up
CU 2.0 Podcast 51: Marc Schaefer Truliant
Welcome to episode 51 of the CU 2.0 Podcast. Can a credit union serve more than one employer group? You know what today’s answer is
CU 2.0 Podcast 49: Alain Glanzman WalletFi
Welcome to episode 49 of the CU 2.0 Podcast. Take a guess. How many recurring payments does a typical consumer have set up, for how much
CU 2.0 Podcast 48: Susan Mitchell on the Credit Union Underground
Welcome to episode 48 of the CU 2.0 Podcast. Circle the date, October 26. Las Vegas. That’s when Susan Mitchell, a longtime credit union consultant, is convening
CU 2.0 Podcast 47: Randy Karnes CU*Answers for Small Credit Unions
Welcome to episode 47 of the CU 2.0 Podcast. Randy Karnes just may be the poster boy for the cooperative entrepreneur. In the process, he may
CU 2.0 Podcast 46: Kirk Kordeleski on Doubling Your Size and More Good News
Welcome to episode 46 of the CU 2.0 Podcast. In this podcast, Kordeleski tells why this is a time of immense, perhaps unprecedented opportunity for
Credit Union 2.0 Podcast 45: Gary Oakland BECU
Welcome to episode 45 of the CU 2.0 Podcast. In this podcast, you will hear his recipe for credit union success. Call this the credit
Credit Union 2.0 Podcast 44: Wendell “Bucky” Sebastian – a Credit Union Life
Welcome to episode 44 of the CU 2.0 Podcast. In this podcast, you’ll hear what killed off savings and loans and why credit unions escaped
Credit Union 2.0 Podcast 43: Caroline Willard Cornerstone League
Welcome to episode 43 of the CU 2.0 Podcast. Today is all about what credit unions need to do to survive and what leagues need
CU 2.0 Podcast 42: Walt Laskos, CCUA, on Credit Unions Fighting Elder Fraud
Welcome to episode 42 of the CU 2.0 Podcast. Today is all about fraud for credit unions. Elder fraud is big business. The FBI calculates last year’s losses
CU 2.0 Podcast 41: Sherri Davidoff on Cyber Insecurities and You
Welcome to episode 41 of the CU 2.0 Podcast. Today is all about cybersecurity for credit unions. Put phishing emails in front of credit union
CU 2.0 Podcast 40: The Jim Blaine Marathon
Welcome to episode 40 of the CU 2.0 Podcast. Today is all about the future of Credit Unions. At 30 he took over as CEO
CU 2.0 Podcast 39: Futurist Chris Skinner
Welcome to episode 39 of the CU 2.0 Podcast. Today is all about the future of Credit Union digital banking. Consumers don’t want a digital
CU 2.0 Podcast 38: Futurist Thomas Frey on Credit Unions Tomorrow
Welcome to episode 38 of the CU 2.0 Podcast. Today is all about the future of banking and Credit Unions. Will your credit union be
CU 2.0 Podcast 37: Cliff Rosenthal on CDFIs
Welcome to episode 37 of the CU 2.0 Podcast. Today is all about community development financial institutions. Do you want to know about community development
CU 2.0 Podcast 36: Millennials Talk Credit Unions
Welcome to episode 36 of the CU 2.0 Podcast. Today is all about Millenials and their thoughts on credit unions. You want more Millennial members.
CU 2.0 Podcast 35: Gen Z Talks Up About Credit Unions
Welcome to episode 35 of the CU 2.0 Podcast. Today is all about Gen Z and their thoughts on credit unions. Do you want the
CU 2.0 Podcast 34: Ben Premo TrueFees on Fee Transparency
Welcome to episode 34 of the CU 2.0 Podcast. Quick now, how much did financial institutions collect in overdraft fees in 2017? The answer is $34.3
CU 2.0 Podcast 33: Erin Coleman Filene on Thinking Big and Better
Welcome to episode 33 of the CU 2.0 Podcast. How long does it take your credit union to respond to a mortgage application with a
Credit Union 2.0 Podcast 32: Mike Edwards WOCCU on International Trends
Welcome to episode 32 of the CU 2.0 Podcast. Quick now, what country has the highest participation in credit unions? Say the US and you
Credit Union 2.0 Podcast 31: Mike Reuter Worldwide Foundation for Credit Unions
Welcome to episode 31 of the CU 2.0 Podcast. From Ukraine to Ireland and Dominica, this podcast travels the globe with Mike Reuter, executive director
Credit Union 2.0 Podcast 30: Brett King on Banking Tomorrow
Welcome to episode 30 of the CU 2.0 Podcast. You don’t want to listen to this podcast. But you need to. What banking futurist Brett
CU 2.0 Podcast 29: Teresa Freeborn on Open Your Eyes to a Credit Union
Welcome to episode 29 of the Credit Union 2.0 Podcast. $100 million. That’s the projected three-year budget for the CUNA “Open Your Eyes to a Credit
CU 2.0 Podcast 28: Patrick Conway PCUA on Lobbying and Much More
Welcome to episode 28 of the CU 2.0 Podcast. Consider this podcast a crash course on credit union lobbying, 2019 style. Our instructor: Patrick Conway,
CU 2.0 Podcast 27: Hakan Nordfjell Gemalto on New Account Fraud
Welcome to episode 27 of the CU 2.0 Podcast. You want to make new account opening easy and fraudsters want to exploit that loophole to
CU 2.0 Podcast 26: Carl Memnon, COO Grain Technology on an End to Overdraft Fees
Welcome to episode 26 of the CU 2.0 Podcast. Just say no more to overdraft fees. And make this decision good for your members and
CU 2.0 Podcast 25: Joe Bergeron on Vermont Credit Unions
It’s the Credit Union podcast! CU 2.0 is excited to bring you the twenty-fifth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast 24: John Pembroke, CUES on the Talent War
It’s the Credit Union podcast! CU 2.0 is excited to bring you the twenty-fourth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast 23: Sitting Down with Gabe Krajicek, CEO of Kasasa
It’s the Credit Union podcast! CU 2.0 is excited to bring you the twenty-third in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast 22: Talking Payments and Data Analytics with Trellance’s Lou Grilli
It’s the Credit Union podcast! CU 2.0 is excited to bring you the twenty-second in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast 21: Ron Shevlin on “Is the Party Over?”
It’s the Credit Union podcast! CU 2.0 is excited to bring you the twenty-first in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast 20: Up in Smoke, Credit Unions and Cannabis, Part 2
It’s the Credit Union podcast! CU 2.0 is excited to bring you the twentieth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast 19: Up in Smoke, Credit Unions and Cannabis, Part 1
It’s the Credit Union podcast! CU 2.0 is excited to bring you the nineteenth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast: Series 18 – Al Pascual on Biometrics
It’s the Credit Union podcast! CU 2.0 is excited to bring you the eighteenth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast: Series 17 – Victor Corro on Hispanics and Credit Unions
It’s the Credit Union podcast! CU 2.0 is excited to bring you the seventeenth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast: Series 16 – New Year’s Resolutions with Robert McGarvey
It’s the Credit Union podcast! CU 2.0 is excited to bring you the sixteenth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0 Podcast,
CU 2.0 Podcast: Series 15 – Cathie Mahon CEO of Inclusiv, the association of community development CUs
It’s the Credit Union podcast! CU 2.0 is excited to bring you the fifteenth in a series of credit union podcasts from Robert McGarvey. Welcome to
CU 2.0 Podcast: Series 14 – AI for Credit Unions Part 2
It’s the Credit Union podcast! CU 2.0 is excited to bring you the fourteenth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast: Series 13 -AI for Credit Unions
It’s the Credit Union podcast! CU 2.0 is excited to bring you the thirteenth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0 Podcast,
CU 2.0 Podcast: Series 12
It’s the Credit Union podcast! CU 2.0 is excited to bring you the twelfth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0 Podcast,
CU 2.0 Podcast: Series 11
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the eleventh in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0 Podcast,
CU 2.0 Podcast: Series 10
It’s the Credit Union podcast! CU 2.0 is excited to bring you the tenth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0 Podcast,
CU 2.0 Podcast: Series 9
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the ninth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0 Podcast,
CU 2.0 Podcast: Series 8
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the eigth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast: Series 7
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the seventh in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast: Series 6
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the sixth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast: Series 5
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the fifth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast: Series 4
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the fourth in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast: Series 3
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the third in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast: Series 2
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the second in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
CU 2.0 Podcast: Series 1
It’s the CU 2.0 podcast! CU 2.0 is excited to bring you the first in a series of podcasts from Robert McGarvey. Welcome to the CU 2.0
About the host
Robert McGarvey is an expert in credit unions and cooperatives which he has covered for outlets such as Credit Union Times and the New York Times. He has also written for hundreds of publications ranging from Wired to Harvard Business Review.