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The CU2.0 Podcast
This podcast explores contemporary, critical thinking and issues impacting the nation's credit unions. What do they need to be doing to not just survive but prosper?
Episodes
528 episodes
CU 2.0 Podcast Episode 423 Meet Goodbuy the Innovative CUSO That Links Small Businesses to CU Members
We need more business members!That could count as a credit union chant of the last decade but a reality is that many credit unions have simply not achieved their goals in terms of enrolling more business members....
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CU 2.0 Podcast Episode 422 Overdrawn: The Continuing Fallout From Death of IBEW Local Union 712 Federal Credit Union
You know the sad story of IBEW Local Union 712 Federal Credit Union in Beaver PA in 2020. In an institution with assets of $7.7 million the CE) managed to run up $2,1 million in credit card debt. And in May 2020 NCUA conserved the cred...
CU 2.0 Podcast Episode 421 Ibby Dickson on Lobbying Today's Congress
What does a credit union lobbyist do? On the show to answer that question is Ibby Dickson, manager of federal advocacy at the <...
CU 2.0 Podcast Episode 420 Casap's AI Agents Tame Fraud at Chartway Credit Union
Casap was the best of show winner at Finovate fall 2025 and its business is this: building AI Agents for Disputes and Fraud resolution and it now has 50+ clients that it won with attention grabbing claims: Resolve claims in minut...
CU 2.0 Podcast Episode 419 AI Working Miracles in Arise Financial's Backoffice Operations
There are times when credit union discussions about AI and how it’s transforming their operations detour into a reprise of the classic
CU 2.0 Podcast Episode 418 Equipifi's Lo Smith on Why BNPL Just Keeps Growing
I will admit it, when I first heard about BNPL - buy now pay later - I snorted that layaway had died years ago.I was wrong.BNPL has become a huge marketplace. Federal Reserve data pegs ...
CU 2.0 Podcast Tursio Tells How to Get the Info You Need Out of Your Core - Fast and Easy
Corning Credit Union knew the answers it wanted were in the data on its Symitar core - the problem was getting the answers exp...
CU 2.0 Podcast Episode 417 Saris AI and Grow Financial FCU Tell Why You Need to Know About Agentic AI
Agentic AI is coming to credit unions and Saris AI is helping lead the charge.What is Agentic AI? Agentic AI acts as an agent that autonomously exe...
CU 2.0 Podcast Episode 416 Constant AI's Catherine York Powers on Why You Need to Offer Skip a Pay
Call this a case of two scenarios. Here’s the background: a member calls and requests to skip a payment on a loan balance. The loan term will simply extend by a month, interest continues to be collected, and there’s a fee - usually bet...
CU 2.0 Podcast Episode 415 O2 Consulting Group's Bonnie Ortiz on Really Putting AI to Work in Your Credit Union
The headline on the CUInsight story grabbed my attention: AI for credit unions: Making “people-first” work even bette...
CU 2.0 Podcast Kirk Drake's New CUSO Bringing AI to Credit Unions
What do we do next?That’s a question heard in most credit union executive suites and boardrooms and what it is focused on is AI.Artificial intelligence suddenly has become the tech that matte...
CU 2.0 Podcast Episode 414 Student Choice CUSO Introduces Employer Choice Small Dollar Loans for Employees
The Student Choice CUSO, built around student loans, is expanding and now has introduced a program that will enable credit unions to issue small dollar, emergency loans to members with no credit check.These are not p...
CU 2.0 Podcast Episode 413 Making Video Magic with Storyfi, the New CUSO of the Year
Meet Storyfi - the NACUSO New CUSO of the Year for 2026. When I saw the press release I had to get
CU 2.0 Podcast Newsflash: Is Now the Time for the Safe Banking Act to Become Law
Is the country finally ready for a safe banking act that in effect legalizes cannabis businesses at the federal level?In recent years multiple bills doing essentially that were passed by the House of Representatives ...
CU 2.0 Podcast Episode 412 Jack Henry and SELCO on Fraud Trends You Need to Know Today
Title this show everything you need to know about fraud today but have been afraid to ask.Start with this: Fraud is big and getting bigger.That is the worrisome message delivered by Rene Pere...
CU 2.0 Podcast Episode 411 Travis Credit Union CEO Kevin Miller on Why Bankers Make Good CU CEOs
Can a banker successfully transition into a senior role in a credit union? Can a credit union deploy a financial wellness initiative that also works as a competitive edge in marketing?K...
CU 2.0 Podcast Episode 410 The Credit Union of the Future Meets AI - BoxD CEO Nenuca Syquia Explains
Two threads run through this show: the human impacts of AI and the credit union of the future.Ultimately the threads are connected. If a credit union is its people, what is it when AI does an increasing amount ...
CU 2.0 Podcast Episode 409 Instant Payments Have Come to Smaller Credit Unions
When will instant payments come to smaller credit unions?Perhaps the better question is: Will instant payments ever come to smaller credit unions?On the show are Bob West, CEO of C...
CU 2.0 Podcast Episode 408 Raisin's Alastair Wood Brings High Yield Savings Accounts to Credit Unions
How does a lawyer - by education and employment history - become a top executive at fintechs? Good question. But here’s another one: how can a fintech help credit unions win members for savings accounts p...
CU 2.0 Podcast Episode Joshua Evans on AI and Credit Unions: Are You Losing Your Human Touch?
Can a credit union be a credit union without human employees?Are credit unions, in the age of AI, at risk of losing the humanity that distinguishes them?In this provocative episode, keynote s...
CU 2.0 Podcast Episode 406 Summit CU's James Grenon on Careful vs Courage
Careful or courageous?Which are you?James Grenon, vice president of administration at Summit Credit Union, a mid-sized institution in North Carolina, raised exactly that question in a recent ...
CU 2.0 Podcast Episode 407 Hanscom FCU CEO Peter Rice on His New Book About Walking the Camino and Leadership
Come join Peter Rice, CEO of $2.3 billion Hanscom Federal Credit Union, on a walk. A Long walk. 70+ miles. On the Camino de Santiago in Spain and Portugal.Rice did that walk three times for his book...
CU 2.0 Podcast Episode 405 Cary Strange on PayOnward's Plan to Revolutionize Payments
Can bill pay be revived at credit unions?You may remember, perhaps a generation ago, when bill pay was revered by financial institutions because it was viewed as creating stickier members who, having inputted a dozen...