The CU2.0 Podcast
by Robert McGarvey
Latest episode
CU 2.0 Podcast Episode 430 PSECU's Erin Hennessy on the Need for Speed
CU 2.0 Podcast Episode 430 PSECU's Erin Hennessy on the Need for Speed
About this 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
The newest 50 of 536 episodes
- CU 2.0 Podcast Episode 430 PSECU's Erin Hennessy on the Need for Speed · 42 min · Season 9 Episode 430Send us Fan Mail In 2024 Erin Hennessy joined PSECU, now a $9 billion credit union, where her role is Chief Member Experience Officer. She reports directly to PSECU’s CEO, George…
- CU 2.0 Podcast Episode 429 Posh AI Talks About the Future of AI in Credit Unions · 43 min · Season 9 Episode 429Send us Fan Mail Call this an oldie but a goodie. Indeed it is and it is more than that because it shines a bright light on the emergence of AI as a key technology in credit…
- CU 2.0 Podcast Episode 428 MOCSE CEO Shane Saunders Takes Us On A Digital Upgrade Journey · 46 min · Season 9 Episode 428Send us Fan Mail When Shane Saunders took over as CEO of Mocse Credit Union, a $430 million institution based in Modesto CA, he knew job one had to be pushing and pulling the…
- Rethinking Financial Literacy Education at Raub Middle School in Pennsylvania · 42 min · Season 9Send us Fan Mail Most credit unions have financial literacy initiatives for members - but what if that is doing too little, too late? This podcast explores a wholly different…
- CU 2.0 Podcast Episode 427 Lauren Culp Tells What the National Credit Union Foundation Does · 42 min · Season 9 Episode 427Send us Fan Mail Exactly what does the National Credit Union Foundation do? I found myself pondering that question - and decided the best answer would be to get Lauren Culp…
- CU 2.0 Podcast Episode 426 Vericast Tells How to Supercharge Acquisition of New Account Holders · 37 min · Season 9 Episode 426Send us Fan Mail Think it’s hard to convince new members to open an account at your credit union? Think again. Do what the big FIs - Chase, Wells Fargo, Citibank - routinely do…
- CU 2.0 Podcast Episode 425 CuCollaborate's Ben Hering on Birthing New Credit Unions · 50 min · Season 9 Episode 425Send us Fan Mail Year in, year out maybe 150 credit unions go out of business, mainly as a result of mergers, but a few voluntarily close and NCUA sometimes shuts a few doors…
- CU 2.0 Podcast Episode 424 Peter Duffy On Credit Union Merger Trends: Buckle Up! · 46 min · Season 9 Episode 424Send us Fan Mail In the first half of 2026 credit union mergers were down, admits Peter Duffy, a mergers expert now with Strategic Resource Management - but don’t expect that to…
- CU 2.0 Podcast Episode 423 Meet Goodbuy the Innovative CUSO That Links Small Businesses to CU Members · 43 min · Season 9 Episode 423Send us Fan Mail 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…
- CU 2.0 Podcast Episode 422 Overdrawn: The Continuing Fallout From Death of IBEW Local Union 712 Federal Credit Union · 41 min · Season 9 Episode 422Send 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 to run up…
- CU 2.0 Podcast Episode 421 Ibby Dickson on Lobbying Today's Congress · 37 min · Season 9 Episode 421Send 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, a…
- CU 2.0 Podcast Episode 420 Casap's AI Agents Tame Fraud at Chartway Credit Union · 46 min · Season 9 Episode 420Send 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 50+…
- CU 2.0 Podcast Episode 419 AI Working Miracles in Arise Financial's Backoffice Operations · 44 min · Season 9 Episode 419Send 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 commercial…
- CU 2.0 Podcast Episode 418 Equipifi's Lo Smith on Why BNPL Just Keeps Growing · 40 min · Season 9 Episode 418Send 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 marketplace…
- CU 2.0 Podcast Tursio Tells How to Get the Info You Need Out of Your Core - Fast and Easy · 36 min · Season 9Send 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 information could…
- CU 2.0 Podcast Episode 417 Saris AI and Grow Financial FCU Tell Why You Need to Know About Agentic AI · 46 min · Season 9 Episode 417Send 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 executes…
- CU 2.0 Podcast Episode 416 Constant AI's Catherine York Powers on Why You Need to Offer Skip a Pay · 37 min · Season 8 Episode 416Send 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 extend by a…
- CU 2.0 Podcast Episode 415 O2 Consulting Group's Bonnie Ortiz on Really Putting AI to Work in Your Credit Union · 48 min · Season 8 Episode 415Send 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 also been a…
- CU 2.0 Podcast Kirk Drake's New CUSO Bringing AI to Credit Unions · 55 min · Season 8Send 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 intelligence…
- CU 2.0 Podcast Episode 414 Student Choice CUSO Introduces Employer Choice Small Dollar Loans for Employees · 47 min · Season 8 Episode 414Send 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 · 45 min · Season 8 Episode 413Send 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 owned by six…
- CU 2.0 Podcast Newsflash: Is Now the Time for the Safe Banking Act to Become Law · 16 min · Season 9Send 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 doing…
- CU 2.0 Podcast Episode 412 Jack Henry and SELCO on Fraud Trends You Need to Know Today · 50 min · Season 8 Episode 412Send 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 the…
- CU 2.0 Podcast Episode 411 Travis Credit Union CEO Kevin Miller on Why Bankers Make Good CU CEOs · 46 min · Season 8 Episode 411Send 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 as a…
- CU 2.0 Podcast Episode 410 The Credit Union of the Future Meets AI - BoxD CEO Nenuca Syquia Explains · 53 min · Season 8 Episode 410Send 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 is its…
- CU 2.0 Podcast Episode 409 Instant Payments Have Come to Smaller Credit Unions · 46 min · Season 8 Episode 409Send 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 the show…
- CU 2.0 Podcast Episode 408 Raisin's Alastair Wood Brings High Yield Savings Accounts to Credit Unions · 39 min · Season 8 Episode 408Send 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 fintech help…
- CU 2.0 Podcast Episode Joshua Evans on AI and Credit Unions: Are You Losing Your Human Touch? · 41 min · Season 8 Episode 414Send 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 them? In…
- CU 2.0 Podcast Episode 406 Summit CU's James Grenon on Careful vs Courage · 34 min · Season 8 Episode 406Send 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, raised…
- CU 2.0 Podcast Episode 407 Hanscom FCU CEO Peter Rice on His New Book About Walking the Camino and Leadership · 1 h 6 min · Season 8 Episode 407Send us Fan Mail 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…
- CU 2.0 Podcast Episode 405 Cary Strange on PayOnward's Plan to Revolutionize Payments · 42 min · Season 8 Episode 405Send us Fan Mail 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…
- CU 2.0 Podcast John Crews Nominated to Head the NCUA Board: The Story Inside the Beltway · 45 min · Season 8Send us Fan Mail The NCUA looks to be getting a new board chair: John Crews, a longtime Washington DC hand and currently Deputy Assistant Secretary at the Treasury Department…
- CU 2.0 Podcast Episode 404 Mark Brantley the CUEvangelist Spreading the Good Word · 31 min · Season 8 Episode 404Send us Fan Mail How could I not talk with the CUEvangelist who sees his calling as “Spreading the Good News About CUs!” My interest in the CUEvangelist was triggered by a…
- CU 2.0 Podcast Episode 403 ELGA Credit Union and Vertice AI Explain How to Make Smarter, Targeted Loan Offers · 34 min · Season 8 Episode 403Send us Fan Mail Wouldn’t you like to make more - and more profitable - auto loans? Just about every credit union would say a loud yes and that is why this episode is a must…
- CU 2.0 Podcast Episode 402 Amanda Wick on Stablecoin and the New World Financial Order · 47 min · Season 8 Episode 402Send us Fan Mail Amanda Wick is a name to know when talking about things crypto. A onetime US government prosecutor, Wick specialized in crypto currencies and money laundering…
- CU 2.0 Podcast Episode 401 One Washington Financial and ALM Company Delfi · 44 min · Season 8 Episode 401Send us Fan Mail Asset liability management - ALM as it’s known - can be fun, good for a credit union’s balance sheet and, dare we say it, sexy. On the show is Daniel Ahn, CEO of…
- CU 2.0 Podcast Episode 400 Is Remynt the New, Kinder - and Effective! - Debt Collection Tool · 51 min · Season 8 Episode 400Send us Fan Mail Do you want to talk about bad debts and collections and…what’s that, you’d rather discuss athlete’s foot and gyms? Listen up: on the show today is Gwyneth…
- CU 2.0 Podcast Episode 399 First Source CU and Appli On Calculators That Are Magic and Boost Loan Originations · 34 min · Season 8 Episode 399Send us Fan Mail It’s time to talk about something really, truly exciting in credit union land. How about online/mobile calculators? Calculators! Yes, I hear those derive laughs…
- CU 2.0 Podcast Episode Episode 398 Jack Henry's Lee Wetherington on Gen Z, AI and More · 54 min · Season 8 Episode 398Send us Fan Mail What do you know about Gen Z? That just may be the critical question confronting credit unions today and that’s because, age 13 to 29, Gen Z is increasingly the…
- CU 2.0 Podcast Episode 397 Union Credit's Dave Buerger on Consumer Confidence - and How to Strengthen It · 41 min · Season 8 Episode 397Send us Fan Mail The CUInsight headline caught my eye: “Why credit unions must step up as financial stabilizers to rebuild consumer confidence.” The piece was authored by Dave…
- CU 2.0 Podcast InTouch Credit Union Adopts Eltropy's Agentic AI - CEO Kent Lugrand Tells Why · 44 min · Season 8Send us Fan Mail Agentic AI. Google’s Gemini explains what this means: “Agentic AI represents a shift from AI that simply 'talks' to AI that 'does.' While previous iterations of…
- CU 2.0 Podcast Episode 396 First Entertainment CU CEO Stephen Owen on the Birth of CineFi · 31 min · Season 8 Episode 396Send us Fan Mail And First Entertainment Credit Union Begat CineFi. Say what? First Entertainment is the big show business credit union. Based in Hollywood, it has assets of…
- CU 2.0 Podcast Episode 395 Curql and Stablecore On Why Now Is the Time for CUs to Embrace Digital Assets · 32 min · Season 8 Episode 395Send us Fan Mail In mid February, Curql, the collective of 160+ credit unions, announced its first blockchain investment into Stablecore, a company that provides digital asset…
- CU 2.0 Podcast Episode 394 CORA Loyalty's Beth McCoy on What Loyalty Means in 2026 · 41 min · Season 8 Episode 394Send us Fan Mail Are you still relying on product based rewards for members? Meet the new tool on the block: relationship building. A trigger is that interchange rates are under…
- CU 2.0 Podcast Episode 393 DeepTarget's Preetha Pulusani on Putting CU Member Data to Work · 45 minSend us Fan Mail Fact: credit unions have lots of data about their members. Everything from home address to their liquidity. Fact: credit unions, most of them, are woefully inept…
- CU2.0 Podcast Prizeout's David Metz and United Financial's Sarah Vasey on Credit Card Rewards That Work · 25 min · Season 8Send us Fan Mail Just when I thought credit card rewards initiatives were on the chopping block, here comes David Metz and Priizeout with an innovative twist on credit card…
- CU 2.0 Podcast Episode 392 Lamont Black on the Credit Union of the Future - with AI and Stablecoins · 40 min · Season 8 Episode 392Send us Fan Mail Do credit unions have a future? And if so what? Meet Lamont Black, a Filene Fellow - Credit Union of the Future. Spoiler alert: Black is optimistic about the…
- CU 2.0 Podcast Episode 391 White Clay's Mac Thompson on Human Centered Digital Strategies for Credit Unions · 55 min · Season 8 Episode 391Send us Fan Mail Only about one third of your members feel understood by you - that’s the harsh fact that emerges from a member experience survey conducted by the Harris Poll and…
- CU 2.0 Podcast Episode 390 Glia's Andrea Argueta on AI and Your Credit Union · 39 min · Season 8 Episode 390Send us Fan Mail Today Andrea Argueta is director of financial institution advisory at Glia, a company that focuses on providing credit unions and banks digital customer service…
- CU 2.0 Podcast Episode 389 Alloy's Sara Seguin on the State of Fraud in 2026 · 42 min · Season 8 Episode 389Send us Fan Mail Fraud is up, a lot, at credit unions, according to the Alloy 2026 State of Fraud Report, says Sara Seguin, a principal adviser at Alloy. Sara is a past CU 2.0…
