The CU2.0 Podcast

CU 2.0 Podcast Episode 422 Overdrawn: The Continuing Fallout From Death of IBEW Local Union 712 Federal Credit Union

Send us Fan Mail 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

CU 2.0 Podcast Episode 421 Ibby Dickson on Lobbying Today's Congress

Send us Fan Mail What does a credit union lobbyist do?  On the show to answer that question is Ibby Dickson, manager of federal advocacy at the League of Credit Unions,

CU 2.0 Podcast Episode 420 Casap's AI Agents Tame Fraud at Chartway Credit Union

Send us Fan Mail 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 5

CU 2.0 Podcast Episode 419 AI Working Miracles in Arise Financial's Backoffice Operations

Send us Fan Mail There are times when credit union discussions about AI and how it’s transforming their operations detour into a reprise of the classic Wendy’s commercia

CU 2.0 Podcast Episode 418 Equipifi's Lo Smith on Why BNPL Just Keeps Growing

Send us Fan Mail 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 ma

CU 2.0 Podcast Tursio Tells How to Get the Info You Need Out of Your Core - Fast and Easy

Send us Fan Mail Corning Credit Union knew the answers it wanted were in the data on its Symitar core - the problem was getting the answers expeditiously so the informat

CU 2.0 Podcast Episode 417 Saris AI and Grow Financial FCU Tell Why You Need to Know About Agentic AI

Send us Fan Mail 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 execut

CU 2.0 Podcast Episode 416 Constant AI's Catherine York Powers on Why You Need to Offer Skip a Pay

Send us Fan Mail 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 ex

CU 2.0 Podcast Episode 415 O2 Consulting Group's Bonnie Ortiz on Really Putting AI to Work in Your Credit Union

Send us Fan Mail The headline on the CUInsight story grabbed my attention: AI for credit unions: Making “people-first” work even better. The author, Bonnie Ortiz, has a

CU 2.0 Podcast Kirk Drake's New CUSO Bringing AI to Credit Unions

Send us Fan Mail 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 intellige

CU 2.0 Podcast Episode 414 Student Choice CUSO Introduces Employer Choice Small Dollar Loans for Employees

Send us Fan Mail 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,

CU 2.0 Podcast Episode 413 Making Video Magic with Storyfi, the New CUSO of the Year

Send us Fan Mail Meet Storyfi - the NACUSO New CUSO of the Year for 2026.   When I saw the press release I had to get Nick Olexa, CEO of Storyfi, a Michigan based CUSO

CU 2.0 Podcast Newsflash: Is Now the Time for the Safe Banking Act to Become Law

Send us Fan Mail 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 d

CU 2.0 Podcast Episode 412 Jack Henry and SELCO on Fraud Trends You Need to Know Today

Send us Fan Mail 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 t

CU 2.0 Podcast Episode 411 Travis Credit Union CEO Kevin Miller on Why Bankers Make Good CU CEOs

Send us Fan Mail 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

CU 2.0 Podcast Episode 410 The Credit Union of the Future Meets AI - BoxD CEO Nenuca Syquia Explains

Send us Fan Mail 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

CU 2.0 Podcast Episode 409 Instant Payments Have Come to Smaller Credit Unions

Send us Fan Mail When will instant payments come to smaller credit unions? Perhaps the better question is: Will instant payments ever come to smaller credit unions? On

CU 2.0 Podcast Episode 408 Raisin's Alastair Wood Brings High Yield Savings Accounts to Credit Unions

Send us Fan Mail 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 finte

CU 2.0 Podcast Episode Joshua Evans on AI and Credit Unions: Are You Losing Your Human Touch?

Send us Fan Mail 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 th

CU 2.0 Podcast Episode 406 Summit CU's James Grenon on Careful vs Courage

Send us Fan Mail Careful or courageous? Which are you? James Grenon, vice president of administration at Summit Credit Union, a mid-sized institution in North Carolina