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
405 episodes
CU 2.0 Podcast Episode 327 CUSO MSS on Keeping Smaller CUs Independent
What magic pill can help keep hundreds, indeed thousands of credit unions from vanishing over the next decade?Vim Anand, CEO of Member Support Services, says his CUSO ca...
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Season 7
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Episode 327
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41:34
CU 2.0 Podcast Greatest Hits #18 Cathie Mahon Inclusiv on the Credit Union Mission
What’s the credit union mission?Really?At Inclusiv CEO Cathie Mahon believes that mission is serving the underserved.That won her a place as a very early guest on the...
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Season 7
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40:38
CU 2.0 Podcast Episode 326 What's a Hapax - and Why You Need One
Bet you don’t know what the word “hapax” means.Listen to this podcast with Kevin Green, COO of Hapax
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Season 6
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Episode 326
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44:12
CU 2.0 Podcast Episode 325 Union Credit's Barry Kirby on Embedded Finance
Just about every credit union wants - indeed needs - new members and that’s exactly what Union Credit focuses on by providing embedded finance tools to deliver a steady stream of...
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Season 7
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Episode 322
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36:18
CU 2.0 Podcast Greatest Hits #17 Pete Crear "A Distinguished Credit Union Life"
The title I put on the podcast with Pete Crear was “A distinguished credit union life.”Indeed it is. He was the first to win the lifetime achievement award from the African American Credit Union Coalition - and...
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Season 7
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43:59
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 that member will go dormant, assuming he/she actually ever showed any activity in the credit union at all.<...
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Season 7
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Episode 318
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40:28
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. On the other side are credit unions and other financial institutions and, face reality, credit unions have to up their game, now, to stay competit...
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Season 7
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Episode 321
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43:27
CU 2.0 Episode 322 CU1's Todd Gunderson + Cotribute on Digital Onboarding
What’s involved in implementing a digital member onboarding solution? Probably that's a question you’ve pondered because digital onboarding is a new must have in credit union land.But ho...
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Season 7
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Episode 320
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38:53
CU 2.0 Podcast Fast Take Ad Tech Prizeout Adds Coastal Credit Union to Its Platform
Ex nihil nihil fit. Out of nothing nothing comes.That's a building block of Western thought - and then there is Prizeout, an innovative ad tech firm that maybe proves that nihil proposition is wrong.You've heard Prizeout ...
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Season 7
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31:55
CU 2.0 Podcast Episode Episode 321 First Tech's Greg Mitchell and Splash Financial Tell Why This Relationship Works
This show was recorded on October 1.The first guest you hear is Greg Mitchell, CEO of First Tech Federal Credit Union, and you know what had happened on September 30.Just the day before this ...
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Season 7
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Episode 321
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46:31
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.The news exploded in credit union land on September 30: First Tech, the 12th l...
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Season 7
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28:05
CU 2.0 Money Talks with Kirk Kordeleski and Special Guest J P O'Connor on Executive Compensation
Talking about money. Talking about pay. At credit unions.Now do I have your attention?On the Money Talks show today is regular guest Kirk Kordeleski who has brought along
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50:37
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.Repeat: does not.
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Season 7
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Episode 319
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36:20
CU 2.0 Podcast Greatest Hits #16 Marc Schaefer, Truliant and How HR 1151 Came Into Law
Can a credit union serve more than one employer group? You know what today's answer is of course. But to know the history you need to talk with Marc Schafer, the now retired CEO of Truliant, a Winston Salem credit union.
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Season 7
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44:57
CU 2.0 Podcast Episode 319 Happy Money's New CEO on What the Fed Rate Cut Means for CUs
The Fed just
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Season 7
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Episode 319
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31:54
CU 2.0 Podcast Fast Take: SELCO Community Credit Union Takes on Affordable Housing in Oregon
The press release headline grabbed my attention: “SELCO Community Credit Union Awards $200,000 Grant to SquareOne Villages for the Development of the Rosa Village Co-Op in Eugene.”SELCO has been on the show
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Season 7
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21:12
CU 2.0 Podcast Episode 318 James Robert Lay on Banking on Change
James Robert Lay is back with a new book,
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Season 7
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Episode 318
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45:11
CU 2.0 Podcast Greatest Hits #15 Tom Shen Fintech Guru
Tom Shen is a fintech success story. He was EVP at Digital Insight when Intuit bought it for truckloads of cash. He went on to found Malauzai, a truly innovative mobile banking app. Finastra bought it in 2018.
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Season 7
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54:21
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 i...
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Season 7
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Episode 317
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42:13
CU 2.0 Podcast Fast Take: Shared Branching Is a Key Credit Union Advantage
What’s the second biggest branch network in US financial services?Guess Wells Fargo and you’re wrong. It has 5600 branches which makes it the nation’s leader.But the
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Season 7
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26:29
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
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Season 7
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Episode 316
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45:27
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.That’s a mountain of money.Why is it unclaimed? Sometimes it’s because folks just don’t know it exists...
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Season 7
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Episode 315
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38:03
CU 2.0 Podcast Money Talks with Kirk Kordeleski on SERPs, IULs, and What You Probably Don't Know
Call this podcast what you think you know about SERPs but that’s not fact.Two truths are plain: senior credit union executives want to secure their retirement much as their for profit sector peers do AND there just i...
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Season 1
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48:12
CU 2.0 Podcast Greatest Hits #14 Samira Rajan Brooklyn Cooperative
On any list of my personal favorite CU 2.0 podcasts is episode 149 - it dropped May 2021 - with Samira Rajan, CEO of the Brooklyn Cooperative, a small, scrappy c...
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Season 7
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53:27
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.Fraud also is in the midst of an AI driven revolution. Fraudsters - just as you are - are harnessing AI tool...
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Season 6
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Episode 315
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47:19