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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
442 episodes
CU 2.0 Podcast Episode 351 Jack Henry's Lee Wetherington on What Credit Union CEOs Think Really Matters -- and What in fact Really Matters
This show started out as an exploration of Jack Henry’s 7th annual Strategy Benchmark Survey where CEOs of credit unions and banks reveal wh...
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Season 7
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Episode 351
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57:24
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CU 2.0 Podcast Peter Duffy on Mergers in 2025, Buckle Up
Peter Duffy’s message is plain: The pace of mergers will get fatter and it will involve credit unions of all sizes, from the small to the mega institutions. First Tech and DCU may seem an outlier but now there is ENT and Wings and the pace w...
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Season 7
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37:30
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CU 2.0 Podcast Episode 350 UFCU CEO Michael Crowl - Inside the CEO MInd #2
This show is a proof to me that my insistence on doing podcasts without written questions in hand or a script is the right way.I agreed to this show - a talk with
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Season 7
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Episode 350
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46:38
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EpisodCU 2.0 Podcast Greatest Hits #26 Kirk Kordesleski on Five Generations of CU CEOs
Welcome to CU 2.0 Podcast Greatest Hits #26 and on the podcast is Kirk Kordeleski, onetime CEO at Bethpage Federal Credit Union, and one of the industry’s most perceptive thinkers. In this show - from November 2022 -- Kord...
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Season 7
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54:41
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CU 2.0 Podcast Episode 349 Parlay Financial's Alex McLeod on Winning at Small Business Lending
Credit unions, most of them, want more small business loans on their books but few credit unions know how to speedily and profitably process small business loan applications and consequently most are lagging when it comes to booking business...
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Season 7
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Episode 349
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44:31
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CU 2.0 Podcast Episode 348 Inside the Mind of Hanscom CEO Peter Rice - from Tax Exemption to Walking the Camino
On the show today is Peter Rice, CEO of Hanscom Federal Credit Union, a $1.9 billion institution headquartered in Boston that took flight ...
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Season 7
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Episode 348
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1:14:59
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CU 2.0 Podcast Greatest Hits #25 Peter Rice on Thinking about Banking out of the box
Welcome to the cU 2.0 Podcast Greatest Hits #25. This show dates back to August 2021 and it aired as episode 162. The guest: Peter Rice, now CEO of Hanscom Federal Credit Union, and then he was Chief Banking Officer at Workers Credit U...
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Season 7
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47:54
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CU 2.0 Podcast Episode 347 MDT's Pete Major on AI, Security, Tools for Business Members + More
I’d expected this to be an AI free show but, let’s face it, that just isn’t likely in 2025 but the good news is that in the show
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Season 7
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Episode 344
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40:12
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CU 2.0 Podcast Episode 346 Seth Brickman on NACUSO, Small Business Lending and Ranqx
Quick now, what is NACUSO?Of course that’s the National Association of Credit Union Service Organizations - and CUSOs just may be the credit union secret powe...
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Season 7
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Episode 346
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35:25
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CU 2.0 Podcast Episode 345 Renee Sattiewhite of AACUC on DEI, NCUA, and Change
Hopeful.Determined.In a conversation with Renee Sattiewhite, the CEO of the ...
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Season 7
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Episode 345
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39:27
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CU 2.0 Podcast Episode 344 White Clay's Mac Thompson on Why Your Member Relations Aren't As Good As You Think
On today’s show, Mac Thompson, ceo and founder of White Clay - a company focused on helping financial institution use data to build better, more profitable m...
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Season 7
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Episode 344
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46:30
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CU 2.0 Podcast The Future of WOCCU, Quo Vadis
What’s next for WOCCU?Is there a next?The trigger for the question is a
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Season 7
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29:55
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CU 2.0 Podcast Episode 343 Total Expert and Utah Community Credit Union on Mortgages Today
About 4.7 million homes sold in the US in 2024.Does that sound like a dead market?On the show today is James White of Total E...
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Season 7
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Episode 343
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36:02
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CU 2.0 Podcast the Post GAC Recap with Sarah Snell Cooke: Is This the End for NCUA?
This is the weather report from GAC, last week’s credit union confab in Washington DC. On the show to report on key developments is Sarah Snell Cooke, former editor in chief and publisher of Credit Union Times and now a
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Season 7
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19:46
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CU 2.0 Podcast Episode 342 the Credit Union - Pro Spoorts Conndection
Can a $350 million credit union play in the big leagues? Don’t tell Christine Blake, CEO of $350 million Cardinal Credit Uni...
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Season 7
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Episode 342
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31:41
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CU 2.0 Podcast Greatest Hits #24 Cliff Rosenthal on CDFIs
Cliff Rosenthal literally wrote the book on CDFIs, community development financial institutions. Hear his story in this podcast that dates back to 2019, episode 37 <...
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Season 7
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39:16
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CU 2.0 Podcast Episode 341 Steven Reider of Bancography on How to Really Analyze Branch Closings, Openings and Mergers
Here’s the money question for you to ponder: : should you close that branch on Third Street and open a new branch in a neighboring town? Keep in mind that the ballpark cost of opening a new branch is $2.5 million. As for costs in a ...
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Season 7
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Episode 341
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50:32
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CU 2.0 Podcast Credit Union Lobbyist John McKechnie on the CU Tax Exemption + More
Call this your must listen podcastg before GAC.Because in this show you will be hearing explicit advice about your CAC 2025 to do.Here's what is at stake: the credit union tax exmption on the future of NCUA.Will credit unio...
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Season 7
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35:27
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CU 2.0 Podcast Episode 340 Josh Rodriguez on the Power of Storytelling
If I told you I have a podcast where a credit union executive tells you about high rates on CDs, free checking, and super cheap new car loans, how quickly would you turn the dial and give a listen to Joe Rogan?Right,...
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Season 7
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Episode 340
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45:47
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CU 2.0 Podcast Golden Oldies #23 Keith Leggett on Credit Union Tax Exemption and Merging with Banks
Keith Leggett is a name that used to provoke cursing by usually mild mannered credit union executives - and so here he is again in a CU 2.0 Golden Oldies podcast.Leggett has retired from the American Bankers Associat...
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Season 7
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36:27
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CU2.0 Podcast Episode 339 DCUC's Jason Stverak on Today's Real Threat to CU Tax Exemption
Could this really be the end?For going on 20 years I have heard screams - usually emanating from one trade group - that the credit union tax exemption was in peril. I thought that was a terrific membership rene...
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Season 7
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Episode 339
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41:29
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CU2.0 Podcast Money Talks with Kirk Kordeleski on Merging Behemoths, the CU tTax Exemption and More
Here’s the question: Is the First Tech - DCU merger of behemoths a sign of mergers to come or it is an outlier, a one-off deal that arose because of unique circumstances and histories??Kirk Kordeleski, onetime CEO at...
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Season 7
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47:25
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CU2.0 Podcast Episode 338 ABBYY's Marlene Wolfgruber on the New Age of AI Hyper-personalization in Banking
Live from Munich Germany on today’s podcast is Dr. Marlene Wolfgruber, AI Strategy Lead at global automation company ABBYY...
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Season 6
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Episode 338
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37:23
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CU 2.0 Podcast Episode 337 On Fractional and Temporary Executives and Musing on the Intricacies of Mergers-- O2 to the Rescue
If I say a temp worker, probably you think of a fill in receptionist and that’s true as far as it goes. But talk with O2 Consulting Group and it’s a plunge into a whole new wor...
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Season 5
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Episode 337
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36:15
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